Cincinnati, OH E Business Way Office

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.

Ellie Snyder is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC with six years of industry experience. Her prior roles include positions at ARGI Investment, Kalos Capital, and Russell Total Wealth Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Zachary Woodward is a CFP® with 11 years of experience in the financial industry. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and Russell & Company. Outside of his advisory role, he serves on the board of directors for the Hope Rising Pregnancy Center and is managing director of Sensel Family Ventures, a small business investment firm. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors. The firm uses tailored asset allocation and quantitative screening to build client programs and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Jonah Haney is a Series 65 licensed advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he worked in education for several years and held roles at Grass!365 and Desparados Cantina. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach utilizing proprietary quantitative screens alongside third-party managers and individual securities, and offers a broad suite of services such as portfolio management, financial planning, and retirement plan consulting.

Steven Kramer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services and FIDELITY Brokerage Services. Kramer holds a Series 63 license and is based in Cincinnati, OH. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth 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 tailored to each client’s profile.

Adam Hardy is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. His prior experience includes roles at ARGI Investment Services, Fidelity Brokerage Services, Merrill, CitiGroup, and other financial institutions. Cerity Partners is an SEC-registered investment adviser serving a broad 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 a focus on diversified asset allocation and customized portfolio solutions.