Charles Hackerman is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has been with Cerity Partners LLC since 2023 and previously spent 25 years at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm manages approximately $126.9 billion in client assets and 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.

Justine Fonseca is a CFP® and holds a Series 65 license with 13 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following a 17-year tenure at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified asset allocation and periodic portfolio monitoring.

Peter Viehl is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2023. Prior to joining Cerity Partners, he spent ten years at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services, including 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.

Bridget Goodbody is a CFP® professional with five years of industry experience. She currently works at Cerity Partners LLC and previously spent seven years at Gamble Jones Investment Counsel. 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 builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities.

Thomas Jones is a financial advisor at Cerity Partners LLC with 36 years of industry experience. Prior to joining Cerity Partners in 2023, he worked for 49 years at Gamble Jones Investment Counsel. 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, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Alison Gamble is a financial advisor at Cerity Partners LLC with 32 years of industry experience. She previously worked at Gamble Jones Investment Counsel for 21 years before joining Cerity Partners in 2023. Outside of her advisory role, she serves as a trustee and chair of the finance committee for Mayfield Senior School in Pasadena, CA. 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 such as 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.

Aram Schotts is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Gamble Jones Investment Counsel and LPL Financial. 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 high-net-worth individuals, families, corporations, charitable institutions, and other investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Javier Solis is a CFP® and holds a Series 66 license with 14 years of experience in financial advising. He has worked at Cerity Partners LLC since 2022 and previously held positions at Mercer Global Advisors Inc., Wells Fargo Clearing, and MSI Financial Services, Inc. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens as part of its investment approach, and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments.