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 provides customized wealth management services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services including portfolio management, financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Jack Payne 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 Sole Promo, Paragon Management Group, General Electric, and Little Caesars. 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 employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Jacob Ward is a CFP® professional with four years of industry experience, currently working at Cerity Partners LLC since 2023. His prior roles include positions at ARGI, King and Company CPAs, and Louis T Roth and Company, PSC. Outside of financial advising, he is involved in tax preparation through ARGI CPA and Advisors, PLLC and works as a soccer referee. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening to build client portfolios, while also offering specialized services such as retirement plan consulting and access to alternative and private-market investments.

Hannah Rutledge is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at ARGI Investment Services and spent a decade in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Patrick Reeves is a CFP® professional with 23 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Argi Investment Services and Argi Financial Group. Outside of advising, he co-founded Louisville TKO, a charity boxing gym, and serves on several boards, including Evolve 502 and Owl Creek Country Club. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, incorporating proprietary quantitative tools and private-market offerings.

Timothy Wissing is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Mather & Co. CPAs, LLC and Kentucky Equine Medical Associates, PLLC. Outside of his advisory role, he is involved in managing a family farm through Lucky Crimble Farm, LLC. Cerity Partners is an SEC-registered investment adviser serving a broad 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 a focus on diversified asset allocation and customized portfolios.

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 with Cerity Partners LLC in Louisville, KY. He holds a Series 65 designation and has one year of industry experience, including prior roles at Nettworth Capital, Total Fitness Connection, and Northwestern Mutual. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets as of December 31, 2024. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Claire Dierson is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with under one year of industry experience. Her background includes roles at Cerity Partners, the University of Kentucky, and First Watch Restaurants, as well as managing a business, I Love Juice Bar, LLC, from 2021 to 2024. Cerity Partners provides customized wealth management services to a diverse national client base, offering portfolio management, financial planning, retirement consulting, and access to alternative investments through an approach that combines proprietary quantitative screening with third-party managers and individual securities.

Wesley Collard is a financial advisor with Cerity Partners Retirement Plan Consultants in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at John Hancock, ADP, Inc., and Ameriprise Financial before joining Cerity Partners in 2025. 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, written investment policy statements, and ongoing monitoring, managing most assets on a non-discretionary basis.

Connor Edelen is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Lowe's Inc and the University of Kentucky. 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 portfolio solutions.

Ashley Hembree is a CFP® professional with 18 years of experience in financial advising. She is currently with Cerity Partners LLC and previously worked at ARGI Investment Services, LLC and G J Kohler Investment Advisors, LLC. She has also been involved with Charlie One Inc for over two decades. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, 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.

Kevin Boddy is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at ARGI Investment Services for six years. Outside of his advisory role, he works as a weekend server at Wild Eggs. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

Jeff Graf is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at ARGI Investment Services and ADP Inc. He is based in Louisville, KY. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and rebalancing strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Gene Walter is a financial advisor with Money Concepts Capital Corp in La Grange, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Money Concepts Capital Corp since 2007. Outside of advisory work, he serves as a truster for the Paul E. Davis Irrevocable Trust. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage and rebalance client accounts.

Darrin Gulla is a financial advisor with Transamerica Financial Advisors in Louisville, KY, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has taught economics courses part-time at Bluegrass Community and Technical College since 2016. His prior roles include positions at the University of Kentucky Institute for the Study of Free Enterprise and Fayette County Board of Elections. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with various model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and RIA, supporting plan clients through affiliated retirement and recordkeeping entities.

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. 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 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.

Russell Lytle is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he oversees business operations at Lytle & Sons, Inc., and is involved in commercial property management through LAS Investments Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, integrating fundamental and technical analysis with modern portfolio theory.