Jason Deshayes is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior work includes roles at Cook Wealth Management Group LLC, Elliott Davis, PLLC, the Association of International Certified Professional Accountants, and Butler and Company CPA's PC. Outside of his advisory work, he serves as treasurer on the boards of the Ronald McDonald House and Trinity School of Durham & Chapel Hill, and he is a council member of the NC Bar Association Small Firm and Tech Council. 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 customized, diversified portfolios and access to alternative and private-market investments.

Jacob Rudy is a financial advisor at Cerity Partners LLC in Raleigh, NC, holding a Series 65 credential. He has experience with firms including Cook Wealth, LLC and CapTrust, and previously held various roles at Liberty University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, 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, emphasizing diversified asset allocation and customized portfolios.

Michael Holloway is a CFP® with 20 years of industry experience and is currently affiliated with Cerity Partners LLC. He previously worked at Cook Wealth Management Group, LLC and LPL Financial. 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 and manager selection strategies supported by proprietary quantitative screens, and offers access to alternative and private-market investments.

Zachary Carver is a CFP® professional with four years of industry experience, currently advising at Cerity Partners LLC since 2025. He previously worked at Cook Wealth Management Group, LLC for five years and held roles at TRP Sumner PLLC, Petway Mills & Pearson PA, and Bunch & Company, LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens combined with third-party managers and individual securities, and also operates multiple private-market offerings and affiliated business units.

Brian Cook is a CFP® professional with 23 years of industry experience. He is currently with Cerity Partners Retirement Plan Consultants and previously worked at Cook Wealth Management Group LLC and LPL Financial, LLC. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statements, and ongoing monitoring, serving a wide range of institutional clients with both discretionary and non-discretionary asset management.

Hunter Houser is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cook Wealth Management Group, LLC and Triangle Family Dentistry. 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 proprietary quantitative screens alongside third-party managers and individual securities.

Gideon Sims is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cook Wealth, LLC. Sims serves in the U.S. Army Reserve as a cargo specialist. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, offering customized portfolios and a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Seth Large is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Cerity Partners in 2025, he worked at Cook Wealth Management Group LLC and Bluesky Wealth Advisors, 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 retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Elliot Williams is a CFP® and Series 65-licensed financial advisor with one year of experience, currently with Cerity Partners LLC. He previously worked at Cook Wealth, LLC and HDWK LLC, and has a diverse background including roles in regional development and real estate. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with a range of services including investment management, financial planning, and access to alternative investments. The firm emphasizes diversified asset allocation and offers both proprietary and third-party investment solutions alongside affiliated consulting and private-market capabilities.