Mason Ford is a CFA® charterholder based in Palo Alto, CA, with 21 years of industry experience. He has worked at Cerity Partners, LLC since 2026 and previously spent 25 years at Cornerstone Capital, Inc. 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 as appropriate.

Mark Branson is a CFA® charterholder with 22 years of experience in the financial services industry. He has worked at Cerity Partners, LLC since 2026 and previously spent 20 years at Cornerstone Capital, Inc., as well as five years at RCM. 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, combining proprietary quantitative methods with third-party managers and individual securities.

Bradford Dinsmore is a financial advisor with Cerity Partners LLC in Palo Alto, CA, holding 29 years of industry experience. He joined Cerity Partners in 2026 after 31 years at Cornerstone Capital, Inc. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to alternative and private-market investments through a variety of affiliated entities and programs.