Erick Von Berge is a financial advisor at Cerity Partners Retirement Plan Consultants with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Von Berge Wealth Management Group, Laurel Wealth Advisors, and Wells Fargo Advisors. Cerity Partners Retirement Plan Consultants advises plan sponsors on 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 statement monitoring, and non-discretionary management, serving a broad range of institutional clients.

Elliot James is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Entrewealth, LLC. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, offering services such as portfolio management, financial planning, retirement consulting, and access to private-market investments.

Alexander Urbanek is a CFP® professional with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Von Berge Wealth Management Group, LLC and Mariner Wealth Advisors. Urbanek is based in San Diego, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, foundations, and other institutional investors. The firm 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 customized, diversified asset allocation and private market programs for qualified clients.

Isabel Quinn is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Private Wealth Partners, LLC. Outside of her advisory role, she has experience with Some Like It Hot Yoga & Boutique and has a background connected to Marin Country Club and the University of Oregon. 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, manager selection, and proprietary quantitative screens to build client portfolios, alongside offering private-markets investments and affiliated pension consulting and insurance services.