Kevin Boddy is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 credential with 8 years of industry experience. He previously worked at ARGI Investment Services for six years before joining Cerity Partners in 2023. Outside of his advisory role, he works as a weekend server at Wild Eggs. 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. 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 for qualified clients.

Jeff Graf is a financial advisor with Cerity Partners LLC based in Louisville, KY. He holds Series 65 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at ARGI Investment Services and ADP Inc. Cerity Partners advises a wide range of clients including individuals, families, trusts, institutions, and business entities, 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 combining quantitative screening, manager selection, and access to alternative and private market solutions.

Jennifer Huelsman is a CFP® with 14 years of experience in financial advisory services. She has worked at Cerity Partners LLC since 2023 and previously spent 12 years at ARGI Investment Services. Huelsman serves on the board and program committee of Home of the Innocents, contributing several hours per month. Cerity Partners advises a diverse client base including individuals, families, trusts, businesses, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management solutions through a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market investments.

Jennifer Hall is a Series 66-licensed financial advisor with Fifth Third Securities, Inc. in Louisville, KY, where she has worked since 2009. She has 19 years of industry experience. Fifth Third Securities serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of managed account programs on the Passageway platform, providing clients access to multiple investment models and third-party portfolio managers.

Paxton Ferencak is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Robert W. Baird and the University of Louisville. Cerity Partners advises a broad 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 provides customized wealth management services and access to alternative and private market solutions through a combination of proprietary quantitative methods and direct security selection.

James Trujillo is a CFP® and holds a Series 65 designation with 13 years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously spent a decade with ARGI Investment Services. Outside of his advisory role, he is a CFP® instructor, teaching virtual and in-person courses on CFP® required education topics. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services, integrating proprietary investment screening and manager selection with access to alternative and private market solutions for qualified clients.

Grant Dahlquist is a Series 65-registered advisor at Cerity Partners LLC with three years of industry experience. Prior to joining Cerity Partners in 2025, he worked at Hamilton Capital, LLC from 2022 to 2025. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and pooled investment vehicles, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management solutions, combining proprietary quantitative screening and manager selection with access to alternative and private market investments through a range of affiliated businesses.

Todd Gruenig is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services from 2020 to 2023 and has additional experience dating back to 2014. He is an endowment board member of All Peoples Unitarian Church and manages personal investments for his father under a power of attorney. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, estates, and institutional investors, providing customized wealth management services that include investment management, financial planning, and retirement plan consulting. The firm’s investment approach combines client-specific asset allocation with proprietary quantitative screening and access to alternative and private market solutions.

Jason Brangers is a financial advisor with Cerity Partners LLC in Louisville, KY, holding Series 63 and Series 65 registrations and 22 years of industry experience. His prior roles include over a decade at ARGI Investment Services and ARGI Financial Group, as well as early experience at Avantax Advisory Services. Outside of advising, he serves on the Board of Advisors for Buck One, is a licensed trainer with Council of Kings/Wake Up Warrior, and is involved in authoring and publishing. 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 year-end 2025. The firm offers customized wealth management with a client-specific investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Benjamin Hardin is a CFP® with nine years of industry experience, currently associated with Cerity Partners LLC. He previously worked at ARGI Investment Services and ARGI Financial Group and has an academic background at Bellarmine University. Cerity Partners advises a diverse client base including individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services centered on client-specific investment profiles and a combination of proprietary and third-party strategies, with access to alternative and private market solutions for qualified clients.

Shane Hall is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He currently works at Cerity Partners LLC and previously spent nine years at ARGI Financial Group. Hall serves on the finance committee of Ronald McDonald House Charities of Kentucky. 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 an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies.

Jessica Jones is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Fifth Third Securities in 2025, she worked at Fifth Third Bank since 2023 and Ford Motor Company from 2016 to 2023. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering programs such as the Passageway Managed Account Program with a range of portfolio management options including mutual funds, SMAs, and direct indexing.

Zachary Goedde is a CFP® and Series 65 licensed advisor with Cerity Partners LLC, bringing 2 years of industry experience. Prior to joining Cerity Partners in 2024, he held roles at Franklin Bank & Trust and Old National Bank. Outside of financial services, he has been affiliated with Victoria National Golf Club since 2021. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, business entities, 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 that integrates proprietary quantitative methods, third-party strategies, and access to alternative and private market solutions.

Eldar Feyzulov is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with five years of industry experience. His work history includes roles at Cerity Partners since 2023, ARGI Investment Services from 2021 to 2023, and Home City Ice in 2021. 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 employs an investment approach based on client-specific profiles, quantitative screening, and a combination of third-party and direct security selections, alongside access to alternative and private market solutions for qualified clients.

Lily Boultinghouse is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2024, she was engaged full-time in education for 12 years. Cerity Partners advises a diverse range of clients, 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 with an investment approach based on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies.

Michaela Peterson is a CFP® and Series 65-licensed advisor with four years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Micah Sellinger is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Mutual of Omaha and FSTan. 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 and employs an investment approach that integrates client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Jeremy Davis is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Argi Investment Services, LLC and Argi Financial Group. Cerity Partners advises a wide range of clients, including individuals, families, trusts, estates, 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 a client-specific investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Virginia Geddes is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nationwide Investment Services Corporation and the State Teachers Retirement System of Ohio. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Joshua Turner is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Thoroughbred Financial and First Southern National Bank, as well as two separate terms at Cerity Partners. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.