Dean Weerstra is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. He has business interests related to tax and investment services through Weerstra and Associates LLC. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Graven Monsour is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. His background includes roles at Cerity Partners since 2025, as well as positions at First Watch and educational institutions. 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 with an investment approach focused on client-specific allocation, quantitative screening, manager selection, and access to alternative and private market solutions.

Jason Waters is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked at ARGI Investment Services, LLC and ARGI Financial Group for over a decade. Outside of his advisory role, Waters serves on the Elizabethtown Community College Foundation Board and participates in various non-investment related business and community activities. Cerity Partners advises a diverse 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 and combines proprietary quantitative screening with both third-party and direct investment strategies, also providing access to alternative and private market solutions for qualified clients.

Patrick Mc Guire is a Series 65 licensed advisor at Cerity Partners LLC with three years of industry experience. He previously worked at ARGI Investment Service LLC, Farris CPA's, and Hamilton, Thomas & Company. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a tailored investment framework incorporating proprietary quantitative methods and access to alternative and private market solutions.

Sarah Zoeller is a Certified Financial Planner® at Cerity Partners LLC with one year of industry experience. She has held positions at various companies including Rivel, Cyberreason, Vistra Corp, Esperion, Louisville Metro, and Yum Brands. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement plan consulting. The firm combines quantitative screening and direct security selection within client-specific investment profiles, and offers access to alternative and private market solutions for qualified clients.

Abigail Miles is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds the Series 65 designation and has worked at Cerity Partners since 2023, with prior roles at ARGI Investment Services and Purestone Loan Services. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, 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 and uses a client-specific investment approach that combines proprietary quantitative methods with third-party strategies and direct security selection.

Emily Butler is an advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Witten Financial Services, FSA Management Group, Sumitomo Corporation, and a three-year period at Western Kentucky University, with full-time education spanning 13 years. 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 and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, while also providing access to alternative and private market solutions for qualified clients.

Colin Wheeler is a CFP® and holds a Series 65 license with 12 years of experience in financial advising. He is currently with Cerity Partners LLC, where he has worked since 2023, following previous roles at ARGI Investment Services, ON Investment Management Co, and Dupree Financial Group, LLC. Wheeler is based in Louisville, KY. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, private funds, and other institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, asset allocation, proprietary quantitative screening, and access to alternative and private market solutions.

Michael Bryan is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at ARGI Financial Group for 16 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 utilizing a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Jack Payne is a financial advisor with Cerity Partners LLC in Louisville, KY. He holds a Series 65 designation and has three years of industry experience. Prior to joining Cerity Partners, he worked at Sole Promo, Paragon Management Group, General Electric, and Little Caesars. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and other investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services using a client-specific investment framework that combines quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions for qualified clients.

Jacob Ward is a CFP® professional with four years of industry experience, currently advising at Cerity Partners LLC in Louisville, KY. His prior roles include positions at ARGI, King and Company CPAs, Louis T Roth and Company, PSC, and the University of Kentucky. Outside of advisory work, he is involved in tax preparation through ARGI CPA and Advisors, PLLC and also serves as a soccer referee. Cerity Partners serves a diverse client base ranging from individuals and families to institutional investors, offering customized wealth management solutions that include investment management, financial planning, tax services, and access to alternative and private market investments.

Hannah Rutledge is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and previously worked at ARGI Investment Services and Cerity Partners in earlier roles. Prior to her career in finance, she spent a decade in full-time education. 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 and employs a client-specific investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Patrick Reeves is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he spent 20 years at Argi Financial Group and 14 years at Argi Investment Services, LLC. Outside of his advisory role, Reeves is involved in several nonprofit and entrepreneurial activities, including co-founding a charity boxing gym and serving on the boards of Evolve 502 and Owl Creek Country Club. 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 client assets as of December 31, 2025. The firm offers customized wealth management services that incorporate proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Timothy Wissing is a financial advisor at Cerity Partners LLC with 24 years of industry experience and holds the Series 66 designation. His prior roles include positions at Mather & Co. CPAs, Kentucky Equine Medical Associates, Ameriprise, and Woodbury Financial Services. Outside of his advisory work, he manages a family farm through Lucky Crimble Farm, LLC. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and utilizes a comprehensive investment framework that incorporates quantitative screening, manager selection, and private market solutions.

John Drinkard is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Fifth Third Securities since 2020 and also works with Fifth Third Bank, where he has been employed since 2016. Outside of his advisory role, he is a martial arts instructor at Prospect Martial Arts. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through investment advisory and brokerage services. The firm offers multiple managed account programs and third-party portfolio management options on its Passageway platform, combining advisory services with municipal advisory and broker-dealer activities.

Trystan Downey is a financial advisor at Cerity Partners LLC with a Series 65 credential and two years of industry experience. Prior to joining Cerity Partners in 2025, he worked at Nettworth Capital and held various roles including positions at Northwestern Mutual and Total Fitness Connection. Cerity Partners advises a broad client base that includes individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm’s investment approach focuses on customized wealth management through client-specific investment profiles, asset allocation, and access to alternative and private market solutions for qualified clients.

Claire Dierson 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 First Watch Restaurants and was involved with an entrepreneurial venture, I Love Juice Bar, LLC. Claire also spent several years associated with the University of Kentucky. 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 the end of 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates proprietary quantitative screening, manager selection, and direct security selection alongside third-party strategies.

Wesley Collard is a financial advisor with Cerity Partners LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior experience includes roles at John Hancock, ADP, Inc., and Ameriprise Financial. Cerity Partners advises a wide range of clients, 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, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions for qualified clients.

Connor Edelen is a financial advisor at Cerity Partners LLC with a Series 65 credential and two years of industry experience. Prior to joining Cerity Partners in 2024, he held roles at Lowe's Inc and the University of Kentucky. Cerity Partners advises a wide range of clients, including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm provides customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Ashley Hembree is a CFP® with 18 years of industry experience, currently advising clients at Cerity Partners LLC since 2023. She previously worked at ARGI Investment Services, LLC and G J Kohler Investment Advisors, LLC, and has been involved with Charlie One Inc for over two decades. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that includes quantitative screening, manager selection, and access to alternative and private market solutions.