Elizabeth Shamir is a CFA® charterholder with 21 years of experience in the financial services industry. She has worked with several firms, including Certior Financial Group, Mutual Securities, Voya Financial Advisors, Financial Independence Planning, and Mass Mutual Investors Services. In addition to her advisory role, she serves on the investment committee of Congregation Beth Or and is a board member of Tikvah AJMI, a charity focused on improving quality of life for adults with mental illness. Certior Financial Group provides personalized financial planning, discretionary asset management, and retirement plan consulting to a diverse client base, including individuals, trusts, and business entities. The firm combines a multi-disciplined planning approach with discretionary portfolio management, utilizing flexible asset allocation and both active and passive investment strategies.

Adam Peltzman is a CFP® with 24 years of experience in financial advising. He has worked at Certior Financial Group, LLC since 2017 and previously held roles at Mutual Securities, Inc. and Voya Financial Advisors. Outside of financial advising, he serves on the board of a nonprofit organization focused on volunteering, support, and fundraising. Certior Financial Group provides personalized financial planning and asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a client-tailored investment process using a mix of active and passive vehicles and emphasizes downside risk mitigation as part of portfolio construction.