Jeff Graf is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services for six years and spent 16 years at ADP Inc. and its broker-dealer subsidiary. Cerity Partners provides customized wealth management and related services to a wide range of clients nationwide, including individuals, families, trusts, business entities, and institutional investors. The firm uses a tailored investment approach combining proprietary quantitative screens and third-party managers, and offers services including portfolio management, financial planning, retirement plan consulting, tax planning, and access to private-market investments.

Jennifer Huelsman is a CFP® with 14 years of experience in the financial advisory industry. She is currently with Cerity Partners LLC and previously worked for ARGI Investment Services for 12 years. Outside of her advisory role, she serves as a board member and program committee member for Home of the Innocents. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Jennifer Hall is a Series 66 licensed financial advisor with Fifth Third Securities, Inc., based in Crestwood, KY. She has 18 years of industry experience and has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

Paxton Ferencak is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Robert W. Baird and the University of Louisville. Prior to his advisory career, he spent 15 years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

James Trujillo is a CFP® and Series 65 professional with 12 years of industry experience. He has worked at Cerity Partners Retirement Plan Consultants since 2023 and previously spent 10 years at ARGI Investment Services. Outside of his advisory role, he is a CFP® instructor, teaching both virtual and in-person classes covering CFP® required education topics. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm’s investment approach centers on asset-allocation driven model portfolios and written investment policy statements, with most assets managed on a non-discretionary basis.

Grant Dahlquist is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Hamilton Capital, LLC. Dahlquist is based in Louisville, KY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Todd Gruenig is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity, he worked at ARGI Investment Services from 2020 to 2023 and held roles from 2014 to 2019. He serves as an endowment board member at All Peoples Unitarian Church. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, offering services to individuals, families, institutions, and corporations. The firm provides tailored investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and utilizing both proprietary and third-party strategies.

Jason Brangers is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ARGI Investment Services, LLC and ARGI Financial Group. Outside of his advisory role, he serves on the Board of Advisors for Buck One, is a licensed trainer with the Council of Kings/Wake Up Warrior, and is involved in authoring and publishing. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Benjamin Hardin is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously spent six years at ARGI Investment Services and ARGI Financial Group. He also held a position at Bellarmine University from 2013 to 2017. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset-allocation strategies, manager selection, and periodic rebalancing using proprietary quantitative screens alongside external managers and securities.

Shane Hall is a CFP® professional with 11 years of industry experience. He is currently an advisor at Cerity Partners LLC and has previously worked at ARGI Financial Group. He serves on the finance committee of Ronald McDonald House Charities of Kentucky. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset-allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Jessica Jones is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY. She holds Series 63 and Series 65 licenses and has one year of experience in advisory roles. Her prior work includes seven years at Ford Motor Company and ongoing positions at Fifth Third Securities and Fifth Third Bank. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management services via its Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides access to multiple investment strategies and third-party managers.

Zachary Goedde is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked 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 is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Kelly Emerine is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at ARGI Financial Group and as a self-employed advisor. Outside of her advisory work, she is a franchisee and LLC member of Noble Locksmith in Elizabethtown, KY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Eldar Feyzulov is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at ARGI Investment Services, LLC, Home City Ice, Western Kentucky University, and Greenwood High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Lily Boultinghouse is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has a background in full-time education spanning over a decade. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Michaela Peterson is a CFP® and Series 65-licensed advisor with four years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent six years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, consultant-derived market assumptions, and access to various investment strategies and affiliated service companies.

Micah Sellinger is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Mutual of Omaha and FSTan. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and various private market programs.

Jeremy Davis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners Retirement Plan Consultants since 2023. He previously worked at Argi Investment Services, LLC and Argi Financial Group from 2007 to 2023. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios and IPS-based monitoring, managing the majority of its assets on a non-discretionary basis.

Joshua Turner is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Thoroughbred Financial and First Southern National Bank, along with periods of full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm manages approximately $126.9 billion in client assets and offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Grant Fuller is a CFP® professional at Creative Planning with 11 years of industry experience. He has worked at Creative Planning since 2014 with a brief tenure at Mariner Wealth Advisors and SwitchPoint Financial Planning. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental investment options and affiliated non-investment businesses.