Cerity partners LLC

Alexander Mitchell is a financial advisor at Cerity Partners LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Camopy Wealth Management, Bank of America, and Merrill Lynch. Based in Scottsdale, AZ, Mitchell has a background spanning both wealth management and financial services firms. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, charitable institutions, 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.

Angela Larkin is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds the Series 66 designation and has previously worked at Oak Hill Wealth Advisors and Wells Fargo Clearing. Outside of her advisory role, she is a notary public in Lansdowne, VA. 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, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Stephen Soviero is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at AJ Wealth, Morgan Stanley, Brookfield Property Partners, and Fairfield University. Soviero is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, managing approximately $126.9 billion in client assets as of December 31, 2024.

Howard Sussman is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2020. Prior to joining Cerity Partners, he worked at Sullivan & Serwitz for 14 years. He is based in Los Altos, CA. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets as of December 31, 2024. The firm offers customized portfolios with diversified asset allocation and a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Dustin Brutton is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. His prior experience includes roles at Canopy Wealth Management and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he authors a spiritual blog through his ownership of the Surrender Project. 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 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.

Charles Hackerman is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has been with Cerity Partners LLC since 2023 and previously spent 25 years at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm manages approximately $126.9 billion in client assets and 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.

Andrew Verdeyen is a CFP® professional with 11 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, TD Ameritrade, and several other investment firms. 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 investment management, financial planning, tax, insurance, and retirement services with an emphasis on diversified asset allocation and access to private market investments.

Mariah Clark is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. Her prior roles include positions at Graypoint LLC, Bender Lane Advisory, and The Ayco Company, L.P. Cerity Partners is an SEC-registered investment adviser serving a broad client base ranging from individuals and families to institutional investors. The firm offers a variety 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.

Andrew Caples is a CFP® professional with three years of industry experience. He is currently with Cerity Partners LLC and previously worked at United Capital Financial Advisors, LLC and Goldman Sachs. 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.

Abraham Israeli is a CFP® and CFA® with eight years of industry experience. He is currently with Running Point Capital Advisors LLC and previously worked at Cerity Partners LLC and Kennedy Wealth Management, LLC. He also operates as an independent insurance agent in Calabasas, CA. Running Point Capital Advisors serves individual clients, family offices, trusts, charities, and business owners, focusing on long-term, diversified asset allocation across marketable and private investments. The firm offers discretionary portfolio management and a range of integrated financial services, generally requiring multi-million dollar accounts for portfolio management.

Shelly Stone is a financial advisor with Cerity Partners LLC, holding a Series 63 designation and bringing 27 years of industry experience. Her prior roles include 25 years at Ayco/Goldman Sachs and three years at Graypoint LLC. She serves as an independent co-trustee and committee member for multiple family trusts. 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 customized portfolios emphasizing diversified asset allocation and provides a broad range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Jason Waters is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked at ARGI Investment Services, LLC and ARGI Financial Group from 2006 to 2023. Waters serves on the Elizabethtown Community College Foundation Board and participates in the Baptist Health System Campaign Cabinet. Cerity Partners is an SEC-registered investment adviser that serves 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 diversified asset allocation and customized portfolios.

Eric Kuehl is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wasmer, Schroeder & Company, LLC, and Cincinnati Asset Management Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in assets. 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 and private market programs for qualified clients.

Nicholas Adams is a financial advisor at Cerity Partners LLC based in Cincinnati, OH. He holds a Series 65 designation and began his advisory career with Cerity Partners in 2024. Prior to joining the firm, he spent four years at Miami University and five years in full-time education. 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 diversified asset allocation and customized portfolios.

Christopher Turso is a CFP® professional with three years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Round Table Wealth Management and Northwestern Mutual. His background also includes experience at SmartStream Technologies and Michigan State University. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, 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 customized, diversified portfolios and a mix of proprietary and third-party management strategies.