Brenda Mccombs is a financial advisor at Cerity Partners LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cordant Wealth Partners and Morgan Stanley in various roles over nearly two decades. Brenda is based in Portland, OR. Cerity Partners advises a diverse client base, including individuals, families, trusts, and institutional investors, with approximately $166.2 billion in assets under management. The firm provides customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Durham Sundberg is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cordant Wealth Partners. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Samuel Slusser is a financial advisor at Cerity Partners LLC in Portland, OR, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cordant Wealth Partners, RVK Inc., and the University of Idaho Latah County Extension. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm delivers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods with access to alternative and private market solutions.

Shannon Rozairo is a CFP® professional with seven years of industry experience, currently advising at Cerity Partners LLC since 2026. Prior to joining Cerity Partners, Shannon spent eleven years at Cordant, Inc. in various advisory roles. Cerity Partners serves a wide range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, offering customized wealth management solutions that incorporate both discretionary and non-discretionary investment management along with financial planning and other services. The firm employs a client-specific investment framework that combines proprietary quantitative screening, manager selection, and direct security selection, and provides access to alternative and private market solutions through affiliated platforms.

Isaac Presley is a CFA® charterholder with 15 years of industry experience. He currently works at Cerity Partners LLC and previously spent 15 years at Cordant, Inc. (formerly Private Wealth Northwest). Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, providing customized wealth management services such as investment management, financial planning, and tax services. The firm’s investment approach incorporates client-specific profiles, quantitative screening, and access to alternative and private market solutions for qualified clients.

Scott Gerlach is a Certified Financial Planner® with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Cordant, Inc. for 11 years and B|O|S for 2 years. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines proprietary quantitative screening with both third-party and direct security selection, offering access to alternative and private market solutions and a range of affiliated business services.