Reston, VA Freedom Drive Office

Thomas Regan is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Wells Fargo Advisors and Keystone Asset Management. His background also includes time at Virginia Tech University and experience with community organizations such as the Cardinal Hill Swim and Racquet Club. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and incorporates a proprietary investment framework that combines quantitative screening, manager selection, and both third-party and direct security strategies, with access to alternative and private market solutions for qualified clients.

Alia Wagenhoffer is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Cerity Partners LLC in Reston, VA, and previously worked at Wealthspire Advisors for nine years and Highline Wealth Management, LLC for two years. Cerity Partners advises a diverse clientele including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining proprietary quantitative methods with third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Michael Ness is a CFP® professional with 21 years of experience in financial advising. He currently works at Cerity Partners LLC and has previously held roles at firms including FJY Financial and Rembert Pendleton Jackson. His career spans a range of advisory services across multiple firms. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management with a focus on client-specific investment profiles, combining proprietary quantitative analysis with a range of investment strategies and access to alternative and private market solutions.

Ann Marie Hindley is a CFP® and holds a Series 66 designation with seven years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022. Her prior roles include positions at FJY Financial, HomeMaker, RH Paradis & Associates, and Securian Financial Services, Inc. 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 the end of 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within a client-specific investment framework, also providing access to alternative and private market solutions for qualified clients.

Elizabeth Dawson is a financial advisor at Cerity Partners LLC in Reston, VA, holding the CFP®, CFA®, and Series 63 credentials with seven years of industry experience. She previously worked at Worldview Wealth Advisors before joining Cerity Partners in 2020. Outside of her advisory role, Dawson provides pro-bono financial counseling for recently widowed individuals through Wings for Widows. 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 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions.

Angel Garcia is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Before joining Cerity Partners, he worked at GuidePoint Financial Planning and South Block. His prior work includes several roles in education and retail. 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 incorporating proprietary quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Kelly Mc Nerney is a CFP® professional with eight years of industry experience. He has been with Cerity Partners LLC since 2022 and previously worked at FJY Financial from 2014 to 2022. He serves as Chair of the Board for the Financial Planning Association - National Capital Area. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Onari Tariah is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at FJY Financial and Morgan Stanley. Cerity Partners serves a broad range of clients including individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Jenevieve Lenz is a financial advisor with Cerity Partners LLC, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Mercer Global Advisors, M&T Securities, Charles Schwab, and Merrill. She is involved with Lenz4Women, a non-investment related activity based in Reston, VA. 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 the end of 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, combining quantitative screening, manager selection, and both third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Samantha Josselyn is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at CFI Financial Advisors and engagement with educational institutions such as Virginia Tech and local schools. She has also volunteered with Long Branch Ocean Rescue. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services with an investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Stefani Tueme is a CFP® professional with two years of industry experience, currently with Cerity Partners LLC. She previously worked at CW Advisors, Wolf Group Capital Advisors, and The Wolf Group PC. Outside of her financial advisory work, she is the author of the book *My Very First Cash*. Cerity Partners advises a wide range of clients, including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates proprietary quantitative screening alongside third-party strategies and direct security selection.

Andrejs Pilajevs is a CFP®-certified financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include positions at Creative Planning, Cetera Advisor Networks, and VLP Financial Advisors, as well as experience outside finance at the University of Georgia and in the automotive sector. He is a licensed Health, Life & Annuity agent in Virginia, though he is not currently active in insurance sales. 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 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Samuel Escorcia is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Verum Partners and teaching positions at Virginia Tech, James River High School, and Robious Middle School. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services utilizing client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection along with access to alternative and private market solutions.

Jon Yankee is a CFP®-credentialed financial advisor with 24 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. Prior to that, he spent 16 years at FJY Financial, three years at Rembert Pendleton Jackson, and one year at Merrill. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and a client-specific investment framework that incorporates both proprietary and third-party strategies, with access to alternative and private market solutions for qualified clients.