Nicholas Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at ARGI Investment Services and Unified Trust Company. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Clint Eakles is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with 11 years of industry experience. He previously worked at ARGI Investment Services for nine years before joining Cerity Partners in 2023. Eakles is a board member of the Financial Planning Association of Kentucky. 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.

Matthew Watkins is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at ARGI Financial Group and PNC Wealth Management. Outside of his advisory role, Watkins serves on the board of directors for KMAC Art Museum, volunteers with the US Marine Hospital Foundation, and teaches as an adjunct professor at Spalding University. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Julio Driggs is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at ARGI, Fifth Third Securities, and PNC Investments. He serves on the boards of the KMAK Museum and the Olmsted Parks Conservation Board. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base with customized portfolios emphasizing diversified asset allocation and offers a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Charles Mccurdy is a CFA® charterholder with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. His prior experience includes roles at ARGI Investment Services, LLC, the US Census Bureau, and NTT Data Consulting. 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 offers tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities, with additional services spanning financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Henry Monsour is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at South Street Partners and Cellular Sales. Outside of finance, he has experience in caddie services and has spent time in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities, and it operates multiple private-markets offerings and affiliated service units.

Seth Newby is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with four years of industry experience. He has worked at Cerity Partners since 2023 and previously held roles at ARGI Investment Services, Vanguard, and Western Kentucky University. 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, emphasizing diversified asset allocation and customized portfolios.

Matthew Westfall is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners Retirement Plan Consultants and was previously with ARGI Investment Services, LLC for 12 years. Outside of his advisory role, he assists his brother with financial management on a limited basis. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, focusing on ERISA fiduciary services, plan design, and ongoing administrative support. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and regular monitoring, serving primarily on a non-discretionary basis.

Laurie Beth Baird is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her previous roles include positions at ARGI Investment Services, DMLO Wealth Management, and PNC Wealth Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, trusts, corporations, and institutional investors. The firm provides customized portfolio management and a range of services including financial planning, tax support, retirement plan services, and access to alternative and private-market investments.

Olivia Graber is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience including roles at Maui Jim Sunglasses and the University of Louisville Campus Housing. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, institutions, and corporations. 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, emphasizing diversified asset allocation and customized portfolios.

Austin Jones is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following nine years 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 LLC is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers 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.

Haley Cooper is a financial advisor with Fifth Third Securities, Inc. based in Georgetown, KY. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior work includes roles at The Vanguard Group, PNC Bank, and Fifth Third Bank. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Clayton Feller is a CFP® and Series 65 registered advisor with Cerity Partners LLC, based in Louisville, KY. He has two years of industry experience, including roles at Cerity Partners, La Chula, and TruTest LLC. Outside of financial advising, he has been involved with DanceBlue, a philanthropic organization. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs and offers a broad range of services including portfolio management, financial planning, and access to private-market investments.

Noah Walton is a CFP® with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked at J Hagan Capital and Louisville Overstock Warehouse, and he has a background that includes full-time education and experience in pool services. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base that includes 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.

Dawson Swindler is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. He previously worked at ARGI Investment Services, Papa John's International, and held roles at the University of Louisville and Trinity High School. 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, with an emphasis on diversified asset allocation and customized portfolios.

Neal Donhoff is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for seven years at ARGI Investment Services. 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 manages approximately $126.9 billion in client assets and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Bradley Nenni is a CFP® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at ARGI Investment Services, LLC and the University of Kentucky. Nenni is based in Louisville, KY. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a broad client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Chase Norcini is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds the CFA® designation and Series 65 license. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services and Fifth Third Bank. He also has experience in the hospitality industry and performs notary services outside of his advisory role. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth 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.

Boone Lewis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. His prior roles include positions at ARGI Investment Services, NYLIFE Securities, LLC, and New York Life Insurance Company. He is based in Louisville, KY. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Ryan Oliver is a financial advisor with SPC in Crestwood, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Parkland Securities LLC, Sigma Planning Corporation, Woodbury Financial Services, Inc., and Questar Asset Management. He is also president of Blue Collar Retirement by Oliver Financial, LLC, a financial practice offering life insurance and fixed annuities. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.