Matt Philips is a Financial Consultant at Fidelity Investments, where he has been since 2021. He assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. His approach includes building financial plans, identifying opportunities for improvement, and maintaining open communication. Matt has extensive experience within Fidelity Investments, having held various roles since 2006. His positions have included Planning Consultant, Senior Relationship Manager, and roles in the Investments Help Desk, Fixed Income Desk, and as an Investments Representative. This breadth of experience has contributed to his expertise in financial planning and investment management. Outside of his professional work, Matt is interested in traveling, volunteering, and writing.

Henry Harris III is a CFA® charterholder with 23 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 14 years at Palladium Partners, LLC. Harris serves as treasurer of the General Douglas MacArthur Foundation and holds multiple trustee and board roles with nonprofit and community organizations, including healthcare, conservation, and local arts institutions. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, and institutional investors. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, tax and insurance support, and alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Jonathan Morris is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at Palladium Partners, LLC for 14 years before joining Cerity Partners. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and rebalancing strategies using proprietary quantitative screens and offers access to alternative and private-market investments.

James Izard II is a financial advisor with Cerity Partners Retirement Plan Consultants, holding 23 years of industry experience. Prior to joining Cerity Partners in 2022, he worked at Palladium Partners, LLC for 14 years. Outside of his advisory role, he serves as Chairman of the Educational Foundation at Old Dominion University and chairs the Investment Committee for the Norfolk Employees' Retirement System. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, and plan administration. The firm emphasizes asset-allocation model portfolios, IPS-based monitoring, and offers a broad range of affiliated services including financial wellness coaching and fiduciary training.

John Garris is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding the CFP® designation and a Series 65 license with three years of industry experience. Before joining Cerity Partners, he worked at United Management Co. LLC and spent two years at the College of William and Mary. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth 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.

Caroline Good is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding a Series 65 license with three years of industry experience. Prior to joining Cerity Partners, she worked at Palladium Partners LLC, TowneBank Mortgage, and Lincoln Financial Advisers. Before her advisory career, she spent eight years in full-time education. 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 a tailored approach to asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Virginia Darden is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. Before joining Cerity Partners in 2023, she spent several years in full-time education and was involved with Cavalier Land, Inc. 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 offers a broad 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 portfolio solutions.

Wickliffe Lyne Jr. is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Palladium Registered Investment Advisors and Guggenheim Real Estate LLC. 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 uses tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers additional services such as retirement plan consulting, tax planning, and access to alternative and private-market investments.

John Jones is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Edward Jones and Strategic Wealth Management Solutions, LLC. Outside of his advisory work, he has experience owning a rental property in Fairhope, Alabama. 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 utilizes tailored asset allocation, manager selection, and periodic rebalancing, and offers access to alternative and private-market investments through various affiliated entities.

Katherine Willis is a CFA® charterholder with 23 years of experience in the financial industry. She is currently with Cerity Partners Retirement Plan Consultants and has previously worked at Palladium Partners, LLC. Outside of her advisory role, she serves as a director, secretary, and treasurer for a family real estate business involved in property management. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, and plan administration. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, serving primarily on a non-discretionary basis as part of the larger Cerity Partners group with a broad range of affiliated services.

Mcrae Stuckey is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. Before joining Cerity Partners, he worked in education at the College of William and Mary and The Steward School. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing with proprietary quantitative screens alongside third-party managers and individual securities.

Walker Phillips is a CFP® with 17 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked for seven years at Palladium Registered Investment Advisors. He holds the Series 66 designation and is based in Norfolk, VA. 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, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Justin Stehle is a financial advisor with Cerity Partners LLC in Norfolk, VA, holding a Series 65 designation and one year of industry experience. He previously worked at Laurel Wealth Advisors, LLC for three years and has additional experience in the construction and materials industries. Cerity Partners provides customized wealth management and related services to a broad national client base, including 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.

Matthew Foster is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Dollar Tree, Inc. and held roles with Virginia Beach City Public Schools and the City of Virginia Beach. Cerity Partners is an SEC-registered investment adviser serving a diverse 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 access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Carl Kaufman is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 65 designation and has worked at Cerity Partners since 2022, with prior experience at Palladium Registered Investment Advisors and at Sankaty Head Golf Course. He also spent several years in educational roles at the University of Georgia and Norfolk Academy. Cerity Partners is an SEC-registered investment adviser serving a diverse 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, with a focus on diversified asset allocation and access to alternative and private-market investments.

Justin Topping is a CFA® charterholder with 13 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following a nine-year tenure at Palladium Partners, LLC. Outside of his advisory role, he serves as a board member of the Virginia Stage Company, overseeing the general business of the theatre. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens and third-party managers, and it operates multiple private-markets offerings along with affiliated pension consulting and insurance services.

Michael Disharoon is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked for Palladium Registered Investment Advisors for 10 years. He serves on the Board of Trustees for the Virginia Retirement System, attending board and sub-committee meetings. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, 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, with a focus on diversified asset allocation and access to alternative and private-market investments.

Elizabeth Delude is a CFA® charterholder with 18 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following prior roles at Palladium Registered Investment Advisors and Financial Security Group. 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 emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Jonathan Taylor is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at Palladium Partners, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse 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 access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Julia Malin is a CFP® professional with three years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Palladium LLC and Wells Fargo. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens combined with third-party managers and individual securities.

Meghan Cottrell is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Palladium Registered Investment Advisors, Abacus Accounting, and in other roles across different sectors. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm provides 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.

Bentley Dudek is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Hasler & Company, Inc. for four years and held positions at Thriveworks Counseling, Anchor Financial, the City of Norfolk, and Virginia Military Institute. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Colin Sharp 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 Stewardship Wealth Management, Venture Realty, and Professional Supply. Outside of finance, his background includes roles in education and the hospitality industry. 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 diversified asset allocation and customized portfolio strategies.

Chase Pappas is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has held roles at Cerity Partners since 2024. Prior to his advisory career, he was involved with Virginia Polytechnic Institute and State University and worked at Princess Anne Country Club. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth 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, and offers specialized private-market investment programs alongside affiliated consulting and insurance services.