Alexander Mitchell is a financial advisor at Cerity Partners LLC with 11 years of industry experience. His prior roles include positions at Camopy Wealth Management, Bank of America, Merrill Lynch, and TEKsystems. He holds the Series 63 and Series 66 designations. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services centered on client-specific investment profiles and employs a combination of proprietary quantitative methods, third-party strategies, and direct security selection.

Chad Wing is a financial advisor with Cerity Partners LLC in Scottsdale, AZ, holding CFP® and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Northwestern Mutual, Canopy Wealth Management, and Petrichor Asset Management. He maintains renewal commissions from previous insurance sales but no longer actively sells insurance products. Cerity Partners serves a diverse client base ranging from individuals and families to institutional investors, managing over $166 billion in assets. The firm offers customized wealth management services combining proprietary quantitative methods with access to alternative and private market solutions.

Kelly Meyer is a financial advisor at Cerity Partners LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch and Canopy Wealth Management. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services and access to alternative and private market solutions through a range of affiliated platforms.