Joseph Fraser is a CFP® and holds a Series 66 license with one year of industry experience. He currently works at Cerity Partners LLC and has prior experience at Graypoint LLC, Greater Amsterdam School District, and Ayco Goldman Sachs. Before entering the financial industry, he spent five years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other investors, managing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Amanda Dekki is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. 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 such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Andrew Blumenthal is a CFP®-certified financial advisor at Cerity Partners LLC with four years of industry experience. He has worked at Cerity Partners since 2020 and previously spent 13 years at Emm Wealth. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and a broad set of affiliated capabilities.

Constance Walker is a financial advisor at Cerity Partners LLC with 19 years of industry experience. She holds a Series 65 credential and previously worked at Algonquin Advisors LLC for 17 years before joining Cerity Partners in 2020. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, foundations, and institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Jeremy Leffel is a financial advisor at Cerity Partners LLC with two years of industry experience. He previously worked at Morgan Stanley and Jennison Associates. Leffel holds Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside external managers and securities.