Erin Piscitelli is a CFP® professional affiliated with Cerity Partners LLC in Louisville, KY, with seven years of industry experience. She has worked at Cerity Partners since 2023 and previously at ARGI Investment Services and Landmark Financial. Piscitelli has also been associated with Western Kentucky University since 2014. 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 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles and a combination of quantitative screening, manager selection, and both third-party and direct security investments.

Nicholas Jackson is a Certified Financial Planner™ (CFP®) with seven years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services and Unified Trust Company. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services through a client-specific investment framework that incorporates proprietary quantitative methods and access to alternative and private market solutions.

Clint Eakles is a CFP® and holds a Series 65 license, with 12 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following nine years at ARGI Investment Services. Eakles serves on the board of the Financial Planning Association of Kentucky. Cerity Partners advises a diverse client base, including individuals, families, trusts, estates, business entities, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management through investment management, financial planning, retirement consulting, tax services, and insurance placement, combining proprietary quantitative methods with third-party strategies and direct security selection.

Matthew Watkins is a financial advisor with Cerity Partners LLC in Louisville, KY, holding a Series 65 designation and nine years of industry experience. He worked at ARGI Financial Group from 2016 to 2023 before joining Cerity Partners. Outside of his advisory role, Watkins serves on the board of directors at KMAC Art Museum, volunteers with the US Marine Hospital Foundation, and is an adjunct professor at Spalding University. He also manages legal responsibilities as an attorney for a family estate. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, overseeing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services utilizing a client-specific investment framework, proprietary quantitative methods, and access to alternative and private market solutions through affiliated business platforms.

Julio Driggs is a CFP® with 13 years of experience in financial advising, currently with Cerity Partners LLC since 2023. He previously worked at ARGI, Fifth Third Securities, and PNC Investments. Outside of his advisory role, he serves as a board member of the KMAK Museum and as a trustee for the Olmsted Parks Conservation Board. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. 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.

Charles Mccurdy is a CFA® charterholder affiliated with Cerity Partners LLC in Louisville, KY, with five years of industry experience. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services, LLC and held roles at the US Census Bureau and NTT Data Consulting. 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 31, 2025. The firm offers customized wealth management services with an investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Henry Monsour is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at South Street Partners and Cellular Sales, as well as service in caddie services and education. Cerity Partners advises a diverse client base ranging from individuals and families to 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 combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Seth Newby is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services and held various roles at Western Kentucky University and Vanguard. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services, combining proprietary investment strategies with access to alternative and private market solutions.

Matthew Westfall is a CFA® charterholder with 15 years of industry experience. He currently serves as an advisor at Cerity Partners LLC, having joined the firm in 2023 after 12 years at ARGI Investment Services, LLC. Outside of his professional role, he assists his brother with managing personal finances. 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 the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Laurie Beth Baird is a CFP® professional with four years of industry experience, currently serving with Cerity Partners LLC. Her prior roles include positions at ARGI Investment Services, DMLO Wealth Management, and PNC Wealth Management. Outside of her advisory work, she manages private residential rental properties through two single-member limited liability companies. Cerity Partners provides comprehensive wealth management services to a diverse client base, utilizing tailored investment profiles and a combination of proprietary and third-party strategies, including access to alternative and private market solutions for qualified clients.

Olivia Graber is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2024. Prior to her advisory role, she has experience in education, self-employment, and roles outside finance including at Maui Jim Sunglasses and the University of Louisville Campus Housing. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 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.

Austin Jones is a CFP® and Series 65-registered financial advisor with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a nine-year tenure at ARGI Investment Services. Outside of his advisory role, he is involved with Courtside LLC, a venture aimed at bringing an NBA team to Louisville. Cerity Partners serves a diverse client base, including individuals, families, trusts, institutions, and investment entities, providing customized wealth management solutions that combine quantitative screening, manager selection, and access to alternative and private market investments.

Haley Cooper is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Louisville, KY. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at The Vanguard Group, PNC Bank, and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of program types on the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Clayton Feller is a CFP® with two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at La Chula, TruTest LLC, DanceBlue, Amazon, and Walmart. Cerity Partners advises a broad 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 through a client-specific investment framework that combines proprietary screening, manager selection, and direct security selection, while also providing access to alternative and private market solutions for qualified clients.

Noah Walton is a CFP® and Series 65-registered financial advisor with Cerity Partners LLC, based in Louisville, KY, and has two years of industry experience. Prior to joining Cerity Partners in 2023, he worked at J Hagan Capital and Louisville Overstock Warehouse, and he has a background that includes several years dedicated to full-time education. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Dawson Swindler is a financial advisor with Cerity Partners LLC in Louisville, KY. He holds a Series 65 credential and has four years of industry experience. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services, LLC, and also has experience with Papa John's International and the University of Louisville. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, employing a client-specific investment approach that integrates proprietary quantitative screening, manager selection, and access to private market solutions.

Neal Donhoff is a CFP® professional at Cerity Partners LLC with 13 years of industry experience. He worked at ARGI Investment Services for seven years before joining Cerity Partners in 2023. Neal holds Series 63 and Series 65 licenses and is based in Louisville, KY. Cerity Partners serves a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Bradley Nenni is a CFP®-credentialed financial advisor with four years of industry experience, currently serving at Cerity Partners LLC. His professional background includes roles at Cerity Partners and ARGI Investment Services, as well as teaching positions at the University of Kentucky and St. Xavier High School. Cerity Partners advises a diverse client base ranging from individuals and families to 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 that integrates client-specific profiles with both proprietary and third-party strategies, including access to alternative and private market solutions for qualified clients.

Chase Norcini is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC since 2023, having previously worked at ARGI Investment Services, Fifth Third Bank, and Eddie Merlots. Outside of advising, he serves as a notary, notarizing documents on a limited basis. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles and a combination of proprietary quantitative methods, third-party strategies, and direct security selection.

Boone Lewis is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at ARGI Investment Services, NYLIFE Securities, LLC, and New York Life Insurance Company. He holds Series 63 and Series 65 licenses. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with a client-specific investment framework that incorporates proprietary screening, manager selection, and access to alternative and private market investment opportunities.