Brian Wilson is a financial advisor at Cerity Partners LLC in San Francisco, holding a Series 65 designation with two years of industry experience. His prior roles include positions at First Republic Bank, RealtyShares, and Funding Circle. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, offering customized wealth management services such as investment management, financial planning, and retirement plan consulting. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Kevin Dorwin is a CFP® professional at Cerity Partners LLC with 22 years of industry experience. He has worked at Cerity Partners since 2021 and previously spent 17 years with Bingham, Osborn & Scarborough LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, while also offering access to alternative and private market solutions for qualified clients.

Jackson Attinger is a financial advisor at Cerity Partners LLC located in San Francisco, CA, holding a Series 65 designation. He has one year of industry experience, having previously worked at KeyBank and The Clearing House, with several years in full-time education prior to his advisory career. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client 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 and manager selection with access to alternative and private market solutions for qualified clients.

Grace Beelman is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, she worked at Hutchinson Capital Management and Beacon Economics, and she completed her education at UCLA. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Myles Vanderweele is a CFP® with 12 years of industry experience, currently advising clients at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, he worked for seven years at Bingham, Osborn & Scarborough LLC. Cerity Partners serves a diverse client base including individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening and manager selection with access to alternative and private market solutions.

Connor Hufer is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Lululemon and attended the University of California, Berkeley. Hufer is based in San Francisco, CA. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services through a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Catherine Gougeon is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Shartsis Friese LLP and the Law Office of Carol L. Hoffman. Catherine also spent four years in full-time education prior to her advisory career. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines proprietary quantitative methods with both third-party strategies and direct security selection.

Sidney Olayinka is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Cerity Partners, Sidney worked at First Citizens Bank, SVB Wealth LLC, PricewaterhouseCoopers Advisory Services LLC, and Boston Private Wealth LLC. Cerity Partners advises 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 offers tailored wealth management services focused on client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Aaron Waxman is a CFP® with 16 years of experience in the financial advisory industry. He currently works at Cerity Partners LLC, where he has been since 2021, and previously spent 11 years at Bingham, Osborn & Scarborough LLC. Outside of his advisory role, he serves as Vice President of Oski Management Inc., a family office managing investment assets, and is a member of the Board of Managers at G2 Insurance Services, Inc. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, tax services, and insurance placement. The firm’s investment approach emphasizes client-specific profiles, quantitative screening, and access to alternative and private market solutions through affiliated businesses and co-investment opportunities.

Scott Toomasson is a financial advisor with Cerity Partners LLC based in San Francisco, CA. He holds the Series 63, Series 65, and Series 66 designations and has 17 years of industry experience. Prior to joining Cerity Partners in 2021, he worked at firms including B|0|S, EP Wealth Advisors, Private Capital Management Associates LLC, Merrill, and UBS Financial Services. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and uses a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Colleen Breit Supran is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2021. She previously held positions at Bingham, Osborn & Scarborough LLC, Morrison & Frazier, LLC, and Compass Fund Management, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm uses a customized investment approach based on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions for qualified clients.

Abram Moudi is a Series 65-credentialed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2025, he worked at Morgan Stanley and the Royal Bank of Canada. He holds a degree from the University of California, Berkeley. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Stephen Florance is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously was with Robertson Stephens Advisors from 2014 to 2017. Cerity Partners provides customized wealth management services to a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm’s investment approach emphasizes client-specific profiles and asset allocation, utilizing proprietary quantitative methods alongside third-party and direct investment strategies, with access to alternative and private market solutions for qualified clients.

William Soto is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds a Series 66 designation and previously worked for University Federal Credit Union for seven years before joining Cerity Partners in 2023. Cerity Partners advises a diverse client base, including high-net-worth 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 and employs an investment approach that integrates client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Lyle Maasdorp is a CFP® and Series 65 credentialed financial advisor at Cerity Partners LLC with six years of industry experience. He has held positions at several firms, including BlueSky Wealth Advisors and Chalford Wealth. Based in San Francisco, he has worked at Cerity Partners since 2022. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Sean Angelis is a CFP® professional with 13 years of experience in financial advising. He is currently with Cerity Partners LLC, where he has worked since 2021, following nine years at Bingham, Osborn & Scarborough LLC. He is based in San Francisco, CA, and holds a Series 65 license. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, third-party strategies, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Joel Demaria is a CFP® with 16 years of industry experience, currently advising at Cerity Partners LLC since 2021. Prior to joining Cerity Partners, he worked for 13 years at Bingham, Osborn & Scarborough LLC. He holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm employs a client-specific investment framework that integrates proprietary quantitative screening with both third-party strategies and direct security selection, and it offers access to alternative and private market solutions for qualified clients.

Samuel Marshall is a CFP® with nine years of industry experience, currently advising clients at Cerity Partners LLC since 2025. He previously worked at West Coast Financial, LLC for eight years and Hamilton Tharp, LLP for three years. Outside of his advisory role, he owns a tax preparation business based in Santa Barbara, CA. Cerity Partners serves a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies.

Shelby Stahr is a CFP® professional with seven years of experience in financial advisory. Shelby has worked at Cerity Partners LLC since 2021 and previously held roles at B|O|S, Private Ocean, and Mosaic Financial Partners. Based in San Francisco, CA, Shelby is part of a firm serving a diverse client base including individuals, families, trusts, business entities, and institutional investors. Cerity Partners advises on approximately $166.2 billion in client assets and offers customized wealth management services that incorporate proprietary quantitative screening and a combination of third-party and direct security selection strategies, alongside access to alternative and private market solutions for qualified clients.

Matthew Schmidt is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at Parallel Advisors, LLC and Violich Capital Management. He is based in San Francisco, CA. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, manager selection, direct security selection, and access to alternative and private market solutions.

Sherman Salangad is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and previously worked at Bingham, Osborn & Scarborough LLC for 16 years before joining Cerity Partners in 2021. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Grace Brettkelly is a CFP® and CFA® with 11 years of experience in financial advising. She is currently a financial advisor at Cerity Partners LLC in San Francisco, where she has worked since 2023. Prior to that, she spent seven years at Capital Markets IQ, LLC, along with earlier roles at Associated Securities Corp. and National Planning Corporation. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services such as investment management, financial planning, retirement consulting, and tax and insurance services. The firm employs a client-specific investment approach that combines proprietary quantitative techniques with access to alternative and private market solutions through affiliated businesses.

Marco Ottonello is a financial advisor at Cerity Partners LLC in San Francisco, CA, holding a Series 65 designation with one year of industry experience. His prior work experience includes roles at Modern Family Finance, Rame, and eBay Classifieds Group. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, charitable institutions, 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 focused on client-specific profiles, asset allocation, and a combination of proprietary and third-party strategies, along with access to alternative and private market solutions for qualified clients.

Nathan Dashiell is a Certified Financial Planner (CFP®) with three years of industry experience. He currently works at Cerity Partners LLC and previously held roles at EXTENDED Travel, The Mather Group, and Indiana University. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and combines proprietary quantitative methods with third-party strategies and direct security selection, also providing access to alternative and private market solutions for qualified clients.

Kolbe Bachman is a financial advisor at Cerity Partners LLC in San Francisco, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at StepStone Group and General Atomics, and he spent four years at the University of San Diego. Cerity Partners advises a diverse client base including individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market investments.

Andy Lin is a financial advisor at Cerity Partners LLC with eight years of industry experience. He earned his Series 65 designation and has worked previously at B|O|S and Rand & Associates. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and direct security selection, and provides access to alternative and private market investment solutions.

Peter Yoon is a CFA® charterholder and financial advisor with 12 years of industry experience. He has worked at Cerity Partners LLC since 2021 and previously spent seven years at Bingham, Osborn & Scarborough LLC. Based in San Francisco, CA, he is currently affiliated with Cerity Partners LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Veronica Rubio is a CFP® with 21 years of industry experience currently advising clients at Cerity Partners LLC. Her prior roles include positions at Mercer Global Advisors, Charles Schwab Bank, Charles Schwab, J.P. Morgan Securities, Chase Investment Services Corp., and Fidelity. 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 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a proprietary investment framework and affiliated businesses.

Richard Long is a CFA® charterholder with 21 years of industry experience. He currently serves as a financial advisor at Cerity Partners LLC and has previously worked at firms including B|O|S, Robertson Stephens Advisors, and Zions Capital Advisors. Cerity Partners advises a diverse client base ranging from high-net-worth individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and alternative investment solutions.

Eric Chang is a CFA® charterholder with 14 years of experience in the financial industry. He currently works at Cerity Partners LLC, where he has been since 2021, following prior roles at Bingham, Osborn & Scarborough LLC and Zions Bancorporation, N.A. He is based in San Francisco, CA. Cerity Partners serves a wide range of clients including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and integrates proprietary quantitative methods with third-party strategies and direct security selection, including alternative and private market solutions for qualified clients.

Emily Taken Vertz is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. She previously worked at B|O|S and Brouwer & Janachowski, LLC. Based in San Francisco, CA, she holds the Series 65 license in addition to her CFP® credential. Cerity Partners advises a diverse client base including high-net-worth 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 that combine quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions and affiliated businesses that provide expanded in-house service options.