Boca Raton, FL T Rex Avenue Office

Steven Giacona is a financial advisor with Cerity Partners LLC, holding a Series 63 license and 24 years of industry experience. He worked at Round Table Wealth Management from 1999 to 2022 before joining Cerity Partners in 2022. Outside of his advisory role, he holds financial interests in private investment entities including P Shares LLC and CV Management Group, LLC. Cerity Partners advises a wide range of clients—including high-net-worth individuals, families, trusts, and institutional investors—offering customized wealth management services such as investment management, financial planning, and retirement consulting. The firm combines proprietary quantitative screening with direct security selection and access to alternative and private market solutions, supporting a broad spectrum of client investment needs.

Anthony Rosetti is a CFA® charterholder with 15 years of industry experience. He is currently a financial advisor at Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Round Table Wealth Management, Morgan Stanley, UBS Financial Services, and Merrill Lynch. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework combining proprietary quantitative screening, manager selection, and both third-party and direct security strategies.

Daniel Levine is a financial advisor at Cerity Partners LLC with over 20 years of industry experience. He holds a Series 65 designation and previously worked at Kaplan, Krauss & Levine, LLC for 19 years. Outside of advisory work, Levine owns Levine Insurance Brokers, a business focused on non-variable life insurance sales since 2001. 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 and employs an investment framework based on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Jack Boyland is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC with four years of industry experience. His prior roles include positions at Raymond James & Associates, Truist Advisory Services, UBS Financial Services, and Truist Investment Services, Inc. Boyland is also a member of the Young Friends Board and Executive Committee at the Raymond F. Kravis Center for the Performing Arts, where he participates in events and provides feedback on performances. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, charitable institutions, and other entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with a focus on tailored investment profiles, asset allocation, and access to alternative and private market solutions.

Frederick Tan is a CFP® with 18 years of industry experience currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Goldman Sachs, RBC Wealth Management, and BNY Mellon Wealth Management. Outside of his advisory work, he manages Heart Themes, LLC, a retail organization, and owns Meditations and Mindfulness, a health and wellness business. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, overseeing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles and asset allocation, combining proprietary screening, manager selection, and access to alternative and private market solutions.

Shiloh Markus is a financial advisor at Cerity Partners LLC in Boca Raton, FL, holding a Series 65 designation. Markus has previously worked at Fourthought Private Wealth and Sarasota County Government, and spent several years in education at Florida Gulf Coast University. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Lauren Gooding is a financial advisor at Cerity Partners LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Round Table Wealth Management for 14 years before joining Cerity Partners in 2022. Gooding has a financial interest in a private investment business called P Shares LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm employs a customized investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.