Emma Wallace is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation. She has been with Cerity Partners since 2023 and has prior experience at AJ Wealth and Rabobank N.A. from 2019 to 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

James Kane is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with five years of industry experience. His prior roles include positions at AJ Wealth Strategies LLC and Penobscot Financial Advisors. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities as appropriate.

Paul D’elia is a CFP® and Series 66-registered advisor with Cerity Partners LLC in New York, NY. He has 13 years of industry experience, including 10 years at The Ayco Company, L.P./Mercer Allied before joining Cerity Partners in 2017. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides customized portfolio management with an emphasis on diversified asset allocation, offering a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Karin Lopez is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 63 designation and has previously worked at Graypoint LLC and Arista Wealth Advisors, Ltd. Outside of her advisory work, she is a partner in NIGHTTRAIN SIGNS, LLC, a graphic and design printing business. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Lisbeth Mitchell is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Graypoint LLC, Bank of America, Merrill, and The Ayco Company, L.P./Mercer Allied. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and rebalancing strategies using proprietary quantitative screens alongside third-party managers and individual securities.

Blas Rementeria Lee is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Ninety One. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers tailored asset allocation, manager selection, and access to private-market investments through a combination of proprietary quantitative screens and third-party managers.

William Beattie III is a CFP® professional with 26 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. His prior roles include positions at United Capital Financial Advisers, Eaton Vance Investment Counsel, and Edelman Financial Services. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, integrating proprietary quantitative screens with third-party managers and individual securities.

Evan Vulgamore is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Global Atlantic Financial Group, Rise North Capital, Hooksett Parks, and Concord Sports Center. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Kelly Rueckert is a financial advisor at Cerity Partners LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. Rueckert is based in Saratoga Springs, NY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Quinn Portfolio is a CFP® professional with four years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2014. Based in New York, NY, Quinn holds the Series 66 designation and has worked exclusively with Cerity Partners during his career. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other investors, offering a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Cindy Chan is a financial advisor at Cerity Partners LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Graypoint LLC and Ayco, a Goldman Sachs company. Chan serves on the board of WOMEN@WORK, a women's organization based in Albany, NY. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation through both proprietary quantitative screening and third-party managers.

Michael Mccarville is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Based in New York, NY, he has been with Cerity Partners since 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Daniel Nolan is a financial advisor at Cerity Partners LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Graypoint LLC and Hugh Johnson Advisors LLC. Nolan serves as a director on several nonprofit and business boards, including the UAlbany Foundation, Center for Disability Services Endowment Board, Combate Global, and Adapt Inc. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and customized portfolios.

Michael Mitchell is a financial advisor at Cerity Partners LLC with five years of industry experience. Prior to joining Cerity Partners in 2025, he worked at Graypoint LLC (formerly JNB Advisors) for six years and held roles at Bender Land Advisory and Holland and Knight LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes, combining proprietary quantitative screens with third-party managers and individual securities, and operates multiple private markets offerings alongside affiliated consulting and insurance businesses.

Marissa Vollmer is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She is currently with Cerity Partners LLC and previously worked at Graypoint LLC (formerly JNB Advisors) and Goldman Sachs Ayco. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Justin Dumouchelle is a CFP® and CFA® with 20 years of experience in the financial industry. He has worked at Cerity Partners LLC since 2021 and previously held roles at Bainco International Investors and Newbury Street Capital, LP. He serves as a director of Tego, Inc., a technology solutions company, and Brilliant Move, Inc., a mobile application for consumer delivery of furniture. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and a range of affiliated capabilities across retirement, tax, insurance, and private-market services.

Ansh Anand is a financial advisor at Cerity Partners LLC based in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he held roles at the University of Houston, Willis Johnson & Associates, KinETIX Fitness Center, and Grimaldi's Pizzeria. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Lauren Mallon is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior roles include positions at Graypoint LLC, BNY Mellon, and The Ayco Company, L.P./Mercer Allied. She is active in nonprofit governance as a board member of both the Sunnyview Rehabilitation Hospital Foundation and Siena College’s Board of Advisors. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities.

Carlee Luciano is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs for five years, as well as at SEFCU and Ayco, a Goldman Sachs company. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Douglas Bonaquist is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 10 years before joining Cerity Partners in 2021. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, managing approximately $126.9 billion in client assets. The firm offers customized portfolios emphasizing diversified asset allocation and provides services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.