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.

Justin Barley is a CFP® with eight years of experience in the financial advisory industry, currently serving at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked five years at ARGI Investment Services and spent five years at Western Kentucky University. 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 year-end 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Sean Broughton is a financial advisor with Cerity Partners LLC in Louisville, KY, holding a Series 65 credential and entering his first year in the industry. His prior work experience includes roles at Axiom Financial Strategies Group and Walmart, along with a decade dedicated to full-time education. 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 as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening with both third-party strategies and direct security selection.

Alexander Conlin is a CFP® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His background includes roles at Robert W. Baird & Company and Valparaiso University. Outside of finance, he has experience working in the restaurant industry with QDOBA Mexican Eats. Cerity Partners advises a diverse client base including individuals, families, trusts, 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 alongside access to alternative and private market solutions.

Jonathan Colbert is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at GE Appliances before joining Cerity Partners. Prior to his financial career, he spent ten years in full-time education. Cerity Partners advises a diverse range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Bennett Estes is a CFP® and Series 65-credentialed advisor at Cerity Partners LLC with three years of industry experience. His background includes roles at the Federal Deposit Insurance Corporation, the Federal Bureau of Investigation, and Murray State University. 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, combining proprietary investment processes with access to alternative and private market solutions through affiliated businesses.

Gavin Koenig is a financial advisor at Cerity Partners LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ARGI Investment Services, Fifth Third Securities, and Ameriprise. He is based in Louisville, KY. Cerity Partners serves a broad client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm’s investment approach combines proprietary quantitative methods with third-party strategies and direct security selection, and it offers access to alternative and private market solutions for qualified clients.

Benjamin Juengling is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Steel Technologies and Hillsdale Furniture. 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 and employs a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Jonah Gelhaus is a CFP® and Series 65–licensed financial advisor with four years of industry experience. He is currently with Cerity Partners LLC and has worked previously at ARGI Investment Services, the Center for Financial Success at Western Kentucky University, and in various other roles including at Charlie Vetner Golf Course and Ready Valet Company. Cerity Partners serves a diverse client base that includes individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using an investment approach that integrates client-specific profiles, quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Mia Frederick is an advisor at Cerity Partners LLC with a Series 65 designation and no prior industry experience. She has a varied work history including roles at the University of Kentucky, Joseph's Salon and Spa, Sacred Heart Academy, and Holy Spirit Catholic Church. Cerity Partners serves a wide range of clients including individuals, families, trusts, business entities, foundations, and institutional investors, providing customized wealth management services. The firm’s investment approach combines client-specific profiles, quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions for qualified clients.

Mark Priebe is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Cerity Partners since 2023, following five years at ARGI Investment Services and earlier roles at Zirmed and Centre College. Outside of his advisory work, he coaches soccer for the Falls City Soccer Club and donates his coaching salary back to the club. 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 that incorporate proprietary quantitative screening and asset allocation, along with access to alternative and private market solutions for qualified clients.

Adam Hornek is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Cerity Partners in 2023, he worked at Argi Investment Services, LLC for 13 years. Outside of his advisory role, he is involved with Courtside LLC, contributing to efforts to bring an NBA team to Louisville. Cerity Partners advises a diverse client base 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 access to alternative and private market solutions through a client-specific investment framework.

Kelly Mangum is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation. She has worked in the financial industry since 2017, with prior experience at ARGI Investment Services, Suntan City, and Mangum Enterprises. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, foundations, 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 framework centered on client-specific Investment Profiles, proprietary quantitative screening, and both third-party and direct security selection.

Shelby Babcock is a Series 65–licensed financial advisor with six years of industry experience. She is currently with Cerity Partners, where she has worked since 2023, and previously worked at ARGI Investment Services from 2017 to 2023. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services combining proprietary quantitative screening with manager selection, direct security selection, and access to alternative and private market solutions for qualified clients.

Shannon Jenkins is a CFP® and Series 65-certified financial advisor at Cerity Partners LLC with four years of industry experience. Prior to joining Cerity Partners in 2023, she worked for ARGI Financial Group for six years and spent twelve years at Northside Christian. Jenkins is the founder of the Nursery Project non-profit and serves on the Supervisory Committee of Centra Credit Union. 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 provides customized wealth management services and offers access to alternative and private market solutions alongside its proprietary investment approach.

Stephanie Broughton is a financial advisor with Cerity Partners LLC in Louisville, KY, holding a Series 65 designation and four years of industry experience. She previously worked at ARGI Financial Group/Investment Services for 14 years before joining Cerity Partners. Outside of her advisory role, she is the owner of Broughton, LLC, a high performance coaching business. Cerity Partners serves a diverse 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 with a focus on client-specific investment profiles, asset allocation, and access to alternative and private market solutions.

Katie Pfeifer is a CFP®-certified financial advisor with 19 years of industry experience. She has worked at Cerity Partners LLC since 2023, following nine years at ARGI Investment Services and eight years at J.J.B. Hilliard, W.L. Lyons, LLC. 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 and employs an investment framework based on client-specific profiles, combining proprietary screening, manager selection, and access to alternative and private market solutions.

Ryan Burch is a CFA® charterholder with 10 years of experience in the financial advisory industry. He currently works at Cerity Partners LLC and was previously with ARGI Investment Services for seven years. Based in Louisville, KY, he holds Series 63 and Series 66 licenses. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and various institutional investors. The firm offers customized wealth management services built on client-specific investment profiles and asset allocation, integrating proprietary quantitative screening, manager selection, and direct security selection.

Lucas Fields is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation. His prior work experience includes roles at Kentucky Public Pensions Authority, Amazon, and the University of Louisville. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, and other institutional investors. The firm offers customized wealth management services, combining proprietary investment frameworks with access to alternative and private market solutions for qualified clients.

Daniel Cupkovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC and ARGI Financial Group from 2008 to 2023. Outside of his advisory role, he is a co-founder of a website focused on portfolio distribution methods and serves on the Parish Council of Assumption Greek Orthodox Church. 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 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.