David Sego is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He currently serves at Cerity Partners LLC and previously worked at BOK Financial Private Wealth, The Milestone Group, and Weaver Wealth Management. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions for qualified clients.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at BOK Financial and AllianceBernstein L.P. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.