Meet Our Team | Cerity Partners (2024)

David Aaron

Partner & Market Leader

Timothy Abbott

Associate

Louis P. Abel, CFA, CAIA

Partner

Rozeta Abovian, CTFA

Partner

Lloyd Abramowitz

Partner & Practice Leader

Carlos Acevedo

Associate

Joey Adams

Senior Associate

Kyle Adams, CFA

Senior Principal

Andrew Adams

Senior Associate

Dan Johnson, AEP

Principal

Samuel Afari-Aikins, CFP®, CKA

Partner

Maria Aguirre

Associate

Karim Ahamed, CFA

Partner

Gabe Aichholzer

Associate

Chris Akamine, CFP®

Partner

Philip Alfonsin

Senior Principal

Joseph Amicone

Principal

Mark Andersen

Partner

Helen Anderson, JD

Principal

Rebecca D. Anderson

Principal

Sean Angelis, CFP®

Principal

Karen Angrisano

Principal

Jessie Angulo

Senior Associate

Lynne Anicete

Associate

Gary Arakawa, CFA, CFP®

Partner

Jackie Armistead

Associate

Christopher Arotin, AIF®, CFP®

Principal

Delina Arroyo

Principal

Nikolai Arutiunov

Senior Associate

Tabitha Aspling

Senior Associate

Cheryl Athas

Senior Associate

Jacob Atkinson

Associate

Nicole Attale

Associate

Barbara Attardo, AEP®, CFP®

Partner

Richard Azarloza, CFA, CFP®

Partner & Market Leader

Neetha Azeez

Associate

Shelby Babco*ck

Principal

Chay Bagan

Associate

Chris Bagileo

Associate

Ian Bai, CFP®

Partner

Samuel Bain, Jr.

Partner & Market Leader

Laurie Beth Baird, CFP®, CPA, JD

Senior Principal

Jordan Bales

Associate

Leslie Ballantine, AIF®, CPFA, NQPA™, QKA®

Senior Associate

Christie Ballenger

Senior Associate

Bella Balta

Associate

Julie Banda

Senior Associate

Amy Banker, AIF®

Principal

Chelle Barberena

Principal

Justin Barish

Principal & Head of Digital Marketing

Justin Barley, CFP®

Principal

Michaela Barnum

Senior Associate

Tony Basalla

Partner

John Basford

Partner & Market Leader

Tom Batsaihan

Associate

Nader Bazlamit

Associate

Melissa Beach

Senior Associate

Bill Beattie, CFP®, CIMA®

Partner

David Beatty, CFP®

Partner & Market Leader

Steven Beck, CFP®, JD

Principal

Frederic Behrens, CFP®

Partner

Laurie Belew, CFP®

Partner & Market Leader

Rebekah Bennett

Associate

Carol Benz

Partner & Chief People Officer

Joshua Berdet, CFP®

Principal

Jamie Berens

Senior Associate

Jonathan Berrios

Associate

Shehtaj Bhura

Senior Associate

Yasmin Bichara-Jakovljevic

Associate

Chris Bittman

Partner

Allison Sullivan Black

Senior Associate

Steve Blair, CFE

Senior Associate

John F. Blair, CFP®

Partner & Market Leader

Jeffrey Blanchard, CFA

Principal

Andrew Blumenthal, CFP®

Partner

Kevin Boddy

Senior Associate

Tim Bodmer

Associate

Alicia Boggio-Hair

Senior Associate

Doug Bonaquist

Partner

Kristie Bonifer

Senior Associate

Hannah Boucher, CPA

Associate

Marie Del Bove

Principal

Jen Bowen

Principal

John Bowlin

Max Brainard

Associate

Jason “J.B.” Brangers, EA

Partner

Landon Brantley, CFP®

Principal

Hugues Le Bras

Principal

Florence Bray

Senior Associate

Grace Brettkelly, CFP®, CFA

Partner

Andria Brewer, PCM®, CDMP®

Senior Associate

Jennette Brilliant, CFP®

Partner

Tyler Brook

Associate

Alec Broughton, CFP®, FBS®

Principal

Stephanie Broughton, ARPS, CPFA, NQPA™

Principal

Cameron Brown, CFP®, CTFA

Principal

Mark Brown, CPA

Principal

Ginger Brown

Associate

Jared Brown

Associate

Amanda Brummel, JD

Principal

Michael Bryan, CPA

Partner

Katie Buchanan

Senior Associate

Kevin Buckley, CFP®

Partner

Brenda Bujanauskaite

Associate

Jonathan Bulos

Associate

Erica Bunnell, CFP®

Principal

Joseph Burbella, AAMS®

Principal

Ryan Burch, CFA

Principal

Andrew Burger, CFA

Principal

Craig Burger, CFA

Partner

Evelyn Burgess

Associate

Gerard Burke

Senior Associate

Christopher Burrows

Partner

Bonnie Burset

Senior Associate

Jeff Bushman

Senior Associate

Katie Butler, CPA

Principal

Cheri Butts

Associate

Kirill Buzinov

Principal

Farah Bylo

Associate

Azaian Cagalingan

Associate

Megan Caldarelli

Associate

Tyler Calder, CFP®

Senior Principal

Patrick Callahan, CFA

Senior Principal

Erica Cameron, CFP®

Partner

Molly Campbell

Principal

Matthew Canner

Partner

Jennifer Cannon

Associate

Diana Cantor

Jeffrey L. Caples, CFA

Partner

Anna Cappucci

Associate

Jessica Carbajal

Senior Associate

Tara Carley

Principal

Scott Carlson

Senior Associate

Dawn M. Carpenter

Associate

Tessa Carr

Associate

Vonny Carrington

Partner

Josh Carroll, CEPA®, AAMS®, AIF®

Principal

Chris Carter, CPA

Partner

Andrea Casas

Associate

Brian Casey, CFP®

Senior Principal

Sean Casey

Principal

Jeffrey Casey, CPA

Principal

Todd Cassler

Partner & Chief Growth Officer

Lynda Castellano

Partner

Ricardo Castro

Senior Associate

Catherine Censor

Principal

Abraham Jimenez, CFP®

Associate

Onari Tariah, CFP®

Principal

Eric Chang, CFA

Principal

Lindsey Chastain, CPA

Principal

Becky Whetstone Cheetham

Associate

Yanming Chen

Associate

Michelle Chen

Associate

Charlene Chessler, CPA

Senior Associate

Dr. Indu Chhachhi

Principal

Paul Chmielewski

Partner

Sonja Choate

Associate

Emily Christensen

Associate

Sarah Christensen

Associate

Joshua Christian

Principal

Hannah Reimer Christopher, CFP®

Principal

Jane Ann Chrumka

Senior Associate

Andrew T. Chudy

Partner

Carol Clark

Senior Associate

Whitney Clark

Senior Associate

Cathy Clark

Jake Clemens, CFA, CFP®

Principal

Jacob Clemons, CPA

Principal

Dena Clifford

Associate

Molly Cline

Associate

Karen Clinkenbeard

Senior Associate

Miryam Cohen

Senior Associate

Adam Cohen, CAIA

Senior Principal

Tom Cohn, CFA

Partner & Chief Solutions Officer

Brayden Colbert

Associate

Felicia Cole

Senior Associate

Justin Coletto

Associate

Lucy Collins

Principal

Ciara C. Colón

Associate

Alex Conlin

Associate

Marie Conner

Associate

Dylan Cooper, CFP®

Principal

Andrew Cooper

Partner

Whitney Cope

Associate

David P. Corcoran

Principal

Jon Cordes, CPA

Principal

Kevin Costello

Senior Associate

JD Costello

Associate

Maddie Costlow

Associate

Allison Coté

Associate

Meghan Cottrell

Associate

Ralph Coutant, CFA, CMT

Senior Principal

Trevin Cox

Associate

Maria Weis, CPA

Associate

Christine M. Craig, CPA

Principal

Brady Crawford

Senior Associate

Jodi Credit

Associate

Jenna Crockett

Associate

Hannah Crockett, PMP®, MBA

Senior Associate

Olivia Crosswell

Associate

Nataliya Crouse

Principal

Kimberly Crowley

Partner

Brendan Cunningham

Senior Associate

Dan Cupkovic, CFP®

Partner

Jennifer Curnow

Associate

William T. Curran, CIMA®

Partner

Russ Curry, CFP®

Associate

Kim Curtis, CFP®, AEP®, CAP®, ChFC®, CLU®, MSFS

Partner

Jeff Curtis, CFA

Senior Principal

Chris Curtis

Partner & Chief of Staff

Steven Cutcliffe

Partner

Anna Czulno

Associate

Paul D’Elia, CFP®

Partner

Virginia Darden

Associate

Nate Dashiell

Associate

Marie David, CFP®

Senior Associate

Robert Davis, CAIA, CFA

Partner

Jeremy Davis, CFP®, CExP™

Senior Principal

Christina Davis

Senior Associate

Elizabeth Dawson, CFA, CFP®

Senior Principal

Troy A. Day

Associate

Fiona Dean

Associate

Brett Dearing

Partner

Thomas Decker, CFP®

Senior Principal

Breanna Decker

Associate

Lauren Deegan

Senior Associate

Amanda Dekki, JD

Partner

Elizabeth Delude, CFA

Principal

Joel DeMaria, CFP®

Partner

Taylor Derringer

Senior Associate

Joseph DeSaye

Associate

Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS

Partner

DevinArguinchona, CFA

Associate

Grace Dewees

Associate

Isabella Diamond

Associate

Anna DiFrancesco

Associate

Julianne Dingee

Associate

Michael Disharoon, CFA

Partner

Sara Dmochowski

Associate

Andrew Doherty

Associate

Cheryl Donaldson

Principal

Neal Donhoff, CFP®

Principal

Dan Donofrio, CFP®

Senior Principal

William Donovan, CPA

Associate

Kevin Dorwin

Partner & Market Leader

Katrin Doyle

Principal

Mimi Drake

Partner & Market Leader

Julio V. Driggs, JD, CFP®

Principal

Ethan Duffy

Associate

Justin DuMouchelle, CFA, CFP®

Market Leader & Partner

Angie Duncan, CPA, NQPA™

Partner

Justin Duncan

Senior Associate

Pierre duPont

Partner

Kimberly Duran

Associate

Trina Durbin

Associate

Sarah Durham

Senior Associate

Levent Durmus, CFA, CFP®

Principal

Rebecca Dutka, CFA

Partner

PJ DuWors

Principal

Alexander Dyumin

Associate

Clint Eakles, CFP®

Principal

Brecken Eatherton, CFA

Associate

Brandon Eckhardt

Associate

Connor Edelen

Associate

Brad Edson, CFA

Senior Principal

Colton Eicher

Associate

Anne Elliott

Senior Associate

Kristen E. Ellison

Partner

Jennifer Ellison, CFA

Partner

Kelly Emerine

Principal

Megan Endersby

Senior Associate

Jonathan Endo

Partner

Trey Engen

Associate

Michael Erskine, CFA

Principal

Natalee Esposito​

Senior Associate

John Cummings, Jr, Esq., ChFC®, AEP®, CAP®

Partner

Liza EsselSagoe

Senior Associate

Bennett Estes

Ini Etuk

Senior Associate

Ryan Eversole, CFP®

Principal

Alex L. Faber, CFA, CFP®

Principal

Adrian R. Fadrhonc

Partner

Cecilia Fajardo

Principal

Daniel C. Fan, JD, LL.M., CFP®

Partner

Jessica Farrell, CFA

Partner

Stephenie Farrow

Senior Associate

Clayton Feller

Associate

Christian Ferreira

Senior Associate

Eldar Feyzulov, CFP®

Senior Associate

Jessica Fico

Senior Associate

Charlie Fidler

Associate

Lucas Fields

Associate

Kimberly Fields

Senior Associate

Kellye Fields

Associate

Scott Finn

Senior Associate

Patrick Fischbach

Principal

Michael B. Fischer, CFP®

Senior Principal

Stacy L. Fisher

Senior Associate

Andrew Fisher, CFA, CPA

Partner

Steve Florance, CFA

Principal

Victoria Flores-Manrique, CTFA

Senior Associate

Mariella Foley, CFP®, ADPA®, CDFA®

Partner

Justine Fonseca, CFP®

Principal

Kent Forkner

Partner

Nicole Fox, CFP®

Partner

Candice Frank

Senior Associate

Nathaniel Fraser, CFA

Senior Principal

Kathy Freed, CFP®

Principal

Shadrack Frempong

Senior Associate

Phillip French

Associate

Laurie Fried, CFP®, CDFA®, MAFF

Partner

Virginia Frisch

Associate

Johanna Furlong

Senior Associate

Ana Galutera, CFP®

Partner

Alison J. Gamble

Partner

Sam Garcia, CFP®

Principal

John Garris

Senior Associate

Doug Garrison, CFP®

Partner

Kris Gasparac

Senior Associate

James P. Gauthier, CFA

Partner

Lauren Geary

Senior Associate

Jonah Gelhaus, CFP®

Associate

Joe Gerace

Principal

Nick Gerber

Partner

Stephanie Gervacio

Associate

Nicholas Getta

Associate

Zeina Ghaly

Principal

Justin M. Giacona, CPA

Senior Associate

Steven J. Giacona, CPA

Partner & Market Leader

Michael Giammatteo

Partner

Chambers Giblin, CFA

Associate

Bethany Gibson

Senior Associate

Thomas Giddings

Partner

David Gifford

Partner

Garrett Gillett

Senior Associate

Cashel Giordano, CFP®

Associate

Jeffrey Glassman

Partner

Zach Goedde

Associate

Tamara Golde, CFP®

Senior Associate

Richard Golinski, CFA

Partner

Caroline Good

Associate

Bridget Goodbody, CFP®

Senior Associate

Lauren G. Gooding, CTFA

Principal

Daniel Goott, CFP®, CIMA®

Partner & Market Leader

John Goott, AIF®, CFP®

Partner

Judith Gordon

Principal

Mark Goyne, CFA

Partner

Jeff Graf, CPFA, NQPA™

Principal

Jana Graham

Senior Associate

Anthony Granata

Associate

Dajion Grant

Senior Associate

Kim Graven

Senior Associate

Quinten Graves

Associate

Colin Gray, CFP®

Partner

Shelia Gray

Principal

Katelynn Green

Associate

Carrie A. Grey, CPA, CVA®

Principal

Cameron Grimm

Associate

Alexander Gross, CFP®, AEP®, CPA/PFS

Partner

Ari Gruder

Associate

Todd Gruenig, CFP®

Principal

Ashley J. Guerra

Partner

Theresa Guinto

Associate

Erika Gunbeyi

Senior Associate

Jake Gurock, CFP®

Principal

Brad Gutzler

Senior Associate

Colby Hackerman, CFA, CPA

Partner

Bill Hageboeck, CFP®

Partner

Hunter Haley, CFP®, CPA

Senior Principal

Shane Hall, CFP®, CAIA, CPWA®

Principal

Michael Harano

Principal

Jill Hardesty

Associate

Ben Hardin, CFP®

Principal

Adam C. Hardy, CFP®

Senior Associate

Diana Harm

Principal

Rick Harris

Principal

Lissa Harris

Principal

Kayleigh Harris

Associate

Khalil Harris

Associate

Amanda Harris, CPA

Senior Associate

Susan Hartley-Moss, CTFA, TEP

Partner

Nicholas Hartnett, CFA

Senior Principal

Erica Hartog, CPA

Partner

Gregory G. Heard

Partner

Matthew Heath, CFP®

Principal

Andrew Helfont, CFA

Partner

Ashley P. Hembree, CFP®

Principal

Christopher Hemstead

Partner & Chief Operating Officer for Client Service & Development

Kaycee Henderson

Associate

Josh Herman

Senior Associate

Delia Hernandez

Principal

Emily L. Herring, CPA

Principal

Elizabeth Hicks

Senior Associate

Rebecca Hilchey

Associate

Kevin Hilden

Partner & Chief Operating Officer

Jason Hill, CEPA®, CPA

Principal

Adam Hills

Partner & Chief Revenue Officer

Ann Marie Hindley

Senior Associate

Caroline Hirt

Associate

Justin Hobbs, CFP®

Principal

Masha Hodi

Partner & Chief Experience Officer

Andrew ho*rcher

Principal

Caren Holzhauer

Associate

Jaclyn Hood

Associate

Reggie Hopton

Senior Associate

Adam Hornek, CFP®

Partner

William Horner

Principal

Caroline Houchins, SHRM-CP

Senior Associate

Lyman Howard, CFA, CFP®

Partner

David J. Howell

Principal

George Hubbard

Partner & Director of Private Direct Investments

David Hudson, CFP®

Partner

Jenny Huelsman, CFP®, CSA®

Principal

Connor Hufer

Associate

Sandra Humphries

Associate

Tim Hunt

Senior Associate

Michèle Hurley

Senior Principal

Bruce A. Hyde, CPA

Partner

Brian Hyde

Associate

John Hyman, CIMA®

Partner & Director of Investment Management

James Izard II, CFP®

Partner

Jack H. Scaff III

Partner

Henry “Sandy” Harris III, CFA

Partner

Frederick A. Allner, III

Partner

Rhonda Inskeep

Associate

Abrielle Ivey

Principal

Teppo Jaakkola

Senior Associate

Nick Jackson, CFP®, AIF®, JD, QPFC®

Principal

Darcy James

Associate

Arlene James

Principal

Chris Jameson, CRPC®

Partner

William Jasien

Robert Jeffers

Partner & Head of Billing and Revenue Operations

Tyler Jenkins, CPA

Senior Associate

Shannon Jenkins, CEPA®, CFP®, CPA

Partner

Alex Jimenez

Partner

Kathryn Jodon

Principal

Will Johnson

Senior Principal

Blake Johnson, CFP®

Principal

Brenda M. Johnson, CPA

Senior Associate

Peter A. Johnson

Partner

Anne Johnston, CFP®

Partner

Zach Johnstone, CISM®, CISA®, CRISC®

Principal

Nicole Joko

Senior Principal

Thomas S. Jones

Partner

Thomas F. Jones

Partner

Robert E. Jones

Principal

Austin Jones, CFP®

Principal

André De Jong, FPQP

Senior Associate

Wesley Jorette

Associate

Wickliffe Lyne, Jr.

Principal

David Jumper, CFA

Partner

Urenna Kalu-Onuma

Associate

James Kane

Associate

Evan Kaplan, CFP®, CFA

Senior Principal

Tom Karsten

Partner & Market Leader

Alexey Kassabov, CPA, CFP®

Principal

Carl Kaufman

Associate

Mickey Keating, CFP®

Senior Associate

Timothy J. Keating

Partner

Mikel S. Keifer, CFA

Partner

James R. Keller, CFP®

Partner

Michael Kennedy

Kathryn Kennedy, CFP®, CPA, JD

Partner

Luke Ketzenbarger, CFA

Principal

Hashim Khan

Senior Associate

Derek James Kilduff, MBA

Senior Associate

Harrison Kim

Associate

Hannah Kim

Principal

Dustin Kindervater

Senior Associate

Rashad King

Associate

Becky Kingery, ARPS

Senior Associate

Matthew Kirby, CFP®

Associate

Scott Kisselbaugh, CPA

Principal

Kate Kittinger, AEP®

Principal

Ekaterina Klimentova, CPA, CDFA®

Partner

Stephen Klingler, CFP®

Principal

Jeffrey Knight, CFP®

Associate

Brandon Knight

Associate

Jessica Kobaly

Senior Associate

Caroline Koenig

Associate

Gavin W. Koenig, CEPA®, AIFA®, CRPC®

Principal

Colette Kolanko, CFP®, CDFA®, CPA/PFS

Senior Principal

Allen Kozel, CFP®

Principal

Steven L. Kramer, CFP®

Partner

Edward Kramer

Principal

Zoe Kreca, CFP®

Senior Associate

Eric Kuehl

Partner

Geoffrey Kuli, CFA

Partner

Jenny Kunz

Associate

Steve Kurosko, CSRIC®

Partner & Market Leader

Kyle Kursim, CFP®

Partner

Justine Kuzniar, CPA

Principal

Eunmi Kwon, CPA, CFP®

Principal

Pat Labriola

Partner

Jillian Lam

Partner

Bob Lambert

Partner

Jeffrey Lancaster, CFP®

Partner

Adam B. Landau, CAIA

Partner & Market Leader

Amy Lange, CFA, CFP®

Partner

Rebecca LaPlant

Senior Associate

Gerry Larr

Partner

Greg Larson, CSRIC®

Senior Associate

Dawn M. Lasek

Associate

Jillian Laughlin

Senior Associate

Tap N. Le

Principal

James Lebenthal, CFA

Partner & Chief Equity Strategist

Brandon Leckie

Associate

Bethany LeClair

Associate

Caleb Lee, CFP®

Senior Associate

Christine Lee, CFP®

Principal

Rita Lee, CPA, CDFA®, CGMA®, PFS

Partner

Brian Lee

Associate

Jeremy Leffel

Associate

Cameron Lehrmann, CPA

Principal

Laura Leigh

Associate

Blake Lensing

Associate

Scott Lepa

Partner

Thomas Leppert

Yola Lerch

Senior Associate

Boone Lewis

Senior Associate

Edward Liberman

Principal

Amy Lin

Senior Associate

William Lincoln

Associate

Nicole Linton

Associate

Tom Lisnich, CPA

Principal

Austin Little, CFP®

Principal

Winky Liu

Principal

Dwight Liu

Principal

Ray Llewellyn, CFA, CFP®

Principal

Philip Logsdon, CPA

Principal

Cole Logsdon

Associate

Ben Lomazow

Senior Principal

Richard Long, CFA

Partner

Talia Longo

Associate

LoriSergi

Associate

Stefan Ludlow

Partner & Chief Technology Officer

Erik Lundberg

Phong Luu, CFA

Principal

Emily Lynch

Senior Principal

Anne Lyons

Associate

Evy Lyons

Senior Associate

Lyle Maasdorp, CFP®

Principal

Patrick Machell, CFA

Senior Associate

Andy Machenheimer

Principal

Terri MacKay

Principal

Sanam Magan

Associate

Jory Makin

Senior Associate

Steve Malbasa

Partner

Julia Malin, CFP®

Senior Associate

Jacqualyn Malloy

Senior Associate

Kelly Mangum

Senior Associate

Robert Markus

Associate

Jordyn Marr

Associate

Jessica Marshall, FPQP

Senior Associate

Samuel Martin, AIF®, C(k)P®, CRPS®

Partner

Peter Martin, CPA

Partner

Jacqueline Martin

Associate

Jamie Mason, MBA

Associate

Ariella Masters

Senior Associate

Susan Matlow, JD, CFP®

Partner

Brian Mattingly, CFA

Principal

Tricia Mattingly

Associate

Joseph Matus, CFA

Principal

Demi Maya

Associate

Vince Mazzone, JD, EA

Principal

Mary McCall, CPA

Senior Associate

Ray McCarthy, CPA

Principal

Michael McCarville, JD

Partner

Doug McClean, CISM®

Principal

Chuck McCurdy, CFA

Principal

Matt McDonald

Partner

Morgan McDowell

Senior Associate

Matt McGinn

Partner

Paul McGloin

Partner

Matt McGrew, JD

Principal

Patrick McGuire, CPA

Principal

Matthew McKenna

Senior Principal

Dan McKenna

Senior Associate

Timothy McNally, CPA, CIMA®

Principal

Kelly McNerney, CFP®

Principal

LaTonya McPherson

Associate

Charles McRae, CFP®, CEPA®

Principal

Sarah Meiser

Senior Associate

Ruby Mendoza

Associate

Jessica Mendoza

Senior Associate

Donna Metrou

Principal

Abby Miles, CFP®

Senior Associate

Courtney Miller

Associate

Kyle Miller

Associate

Adam Miller

Senior Associate

Karl O. Mills, CFA

Partner

Julia Minder

Senior Associate

Eric Minnick

Principal

Kurt Miscinski

Partner, President & CEO

Kristen Mitchel

Senior Associate

Justin Mitchell

Associate

Truman Mitchell

Associate

Greg Mitseas

Senior Associate

Ana Mojica

Senior Associate

Christine Monyak

Associate

Kyle Mooney

Associate

Christopher Moore, MBA, CFP®, CRPC®

Principal & Director of Training

Amber Moore

Senior Associate

Sean Moore

Partner

Carlos Moreno

Associate

Darin A. Morgan, CFA, CFP®

Principal

Jonathan Morris

Principal

Owen Morrow

Senior Associate

Kent Muckel, CFA

Partner

Constantine Mulligan, CFA

Partner

Melanie Murphy, CPA

Senior Associate

Justin Murphy, CFP®

Principal

Patrick Murray, CFP®, CFA

Partner

Julia Murtha

Associate

Elizabeth Musarra, CPA, PFS

Partner

Darren Myers, CFA

Partner

Anne Myrseth

Principal

Lindsey Nadel

Partner

Douglas Nardi, CFA

Partner

Tabitha Negron

Senior Associate

Brad Nenni, CFP®

Associate

Alan Ness, CFP®, AIF®

Partner

Nolan Neville

Associate

Seth Newby, CFP®

Senior Associate

Lesa Newell

Senior Associate

Geoff Newman

Principal

Phuong Nguyen

Associate

Frances Ni

Partner

Steve Nielander, CFA

Partner

Chase Norcini, CFA

Senior Associate

Joshua Norman, JD

Senior Associate

Jeramie O’Bryan

Principal

JoAnne O’Connell

Principal

Claire O’Keefe

Partner & Head of Partner Development

Resmena O’Meally, CPA

Partner

Rebecca Occhiline

Associate

Melissa Oduaran

Associate

Stephen Oliver, CFP®, CFA

Partner

Lizbeth Oliveras

Associate

Lindsay Olson

Principal

Matt Olver, CFP®, AEP®

Partner

Javier Ordaz

Senior Associate

Sarah Gregg Orum

Principal

William Osher, CFA

Partner

Sebastian Ottaplakal

Senior Associate

Michael Ottolini, CFA

Principal

Ben Pace

Partner & Chief Investment Officer

Krissi Paczolt, CPA

Senior Principal

Jeffrey Paladini, CFP®

Partner

Carlie Palmer

Principal

Nick Di Palo

Associate

Marcia Paltenstein, CFP®

Principal

Kellie Panter

Senior Associate

Daniel Park, CFP®

Partner

Ty Parrish, CIMA®

Partner & Practice Leader

Barbara Passafiume

Senior Associate

Ally Patteson

Associate

Cristina Paul, CFP®

Partner

Ellis Paull

Associate

Jackson Pawley, CPA

Senior Associate

Zack Payne, CFP®

Associate

Jackson Payne

Associate

Yelena Pelimskaya, CFA

Principal

Maria Pereyra

Senior Associate

Natalie Perez

Senior Associate

Perla Silva Perez, FPQP®

Associate

Lizzie Perkins

Associate

Blake Perkins

Senior Associate

Linda Pesa

Associate

Jeffrey J. Peters

Senior Associate

Nicholas N. Petrelli, CFP®, CPWA®

Partner

Brittany Peyser

Senior Principal

Katie Pfeifer, CFP®

Partner & Head of Workplace Solutions

Jason Phan

Associate

Richie Phares, CAIA

Principal

Carman Phillips

Associate

Scott R. Phillips

Partner

Walker Phillips, CFP®, CIMA®

Partner

Bettie Pickett

Associate

Kinga Pietrzycki

Associate

Andrejs Pilajevs, CFP®, MSFP

Principal

Nina Pilgrim

Senior Associate

Erin Piscitelli, CFP®

Principal

Simona Platukyte

Associate

Chris Pleshek, CPA

Senior Associate

Jessica Pomo

Principal

Derrick Poon

Senior Associate

Quinn Portfolio, CFP®

Senior Principal

Kristen Potter

Principal

Matthew Powell

Senior Associate

Connor Powell, CPA

Principal

Dylan Power

Principal

Robert Pozen

Milena Price

Senior Associate

Jacqueline Price

Associate

Mark Priebe, CPFA, NQPA™

Senior Associate

Brad Prosper, CFA, CFP®

Senior Associate

Art Prostick

Partner & Chief Compliance Officer

Bradon Pullyblank

Associate

Eric Purdy

Partner

Neil Quinlan, CFP®, PMP®

Partner & Head of Operations

Meaghan Quinn

Principal

Hugh Quinn, CFP®

Associate

Matthew Raab

Senior Associate

Kevin Rabbitt

Partner

Luke Ramey, CFP®

Senior Associate

Steven L. Ramirez, CFP®, CFA

Principal

Devin Reed

Associate

Alyssa Reese

Associate

Joe Reeves, CFP®

Partner & National Practice Leader

Ally Reeves, CFP®

Senior Associate

Jill Reiter

Principal

Dustin Ribergaard

Lead Concierge & Principal

Will Richardson

Senior Associate

Thomas Richardson, CPA

Partner

Andrew N. Riehl, CFA

Principal

Timothy Ringelstein, CFA

Principal

Michelle Ritrovato

Associate

Melissa Rivera

Associate

Jeremy Robbins, CFP®, CPA

Principal

Kelly Robertson

Associate

Rhonda Robinett

Principal

Marianne S. Rodriguez, CFP®

Principal

Ryan Rodriguez

Associate

Derek Rogers, CFP®

Associate

William Rohr

Principal

Robert Rohr

Principal

Daniel Rojas, CFP®

Senior Associate

Tristan Romo

Principal

Keisha Rose

Senior Associate

Anthony Rosetti, CFA, CFP®

Principal

Melanie Ross, CFP®

Principal

Sawyer Rothmann, CFA

Senior Associate

Spencer Roule

Senior Principal

Meg Rowley

Partner & Market Leader

Steve Roy

Senior Associate

Veronica Rubio, CFP®

Partner

Alexandera (Alex) Rudish

Senior Associate

Kelly Rueckert

Principal

Jeff Rup

Senior Associate

Salvatore Russo

Partner

Hannah Rutledge

Associate

Devon Ruttenberg

Partner

Tara Ryan

Partner & Chief Marketing Officer

Sherrell Sabree

Associate

Kamil Said

Senior Associate

Alex Saikali

Senior Associate

Sarah Saites

Principal

Sherman S. Salangad

Senior Associate

Jorge Salazar, CFP®

Senior Principal

Rashelle Salimi

Partner

Joseph Salpietro, ChFC®, AIF®

Partner

Tina Salpietro, FPQP®, CFT-I™

Associate

Marc Sanborn

Principal

Caden Sanchez

Associate

Adam Sandler, JD, LL.M.

Senior Principal

Minnie Yao Sanford, CFP®

Principal

Samuel Sanguedolce

Associate

Viviana De Santiago

Associate

Sarah Santoro

Senior Associate

Luis Emilio de Saro

Associate

Steven P. Saunders, CAIA, CFA

Principal

Nicole Scaffidi, IACCP®

Principal & Deputy Chief Compliance Officer

Becky Scaletta

Associate

Emma Schall

Associate

Isabel Scharmer, CFA

Partner

Leonard Schlangel, CPA, JD

Partner

Theodore D. Schneider, CFA

Principal

Steve Schoneman, CFA

Partner

Aram Schotts, CFP®, CRPS®

Principal

Austin Schreck, CFP®

Principal

Amita Schultes, Ph.D.

Partner

Robert Schwagerl, CMT, CFTe

Principal

Jeanie Schwarz, CFP®

Partner

Abby Scott

Associate

Catherine A. Scruggs

Principal

Lauren Seaman, SHRM-CP

Principal

Rob Seco

Partner & General Counsel

Micah Sellinger

Associate

Matthew Serkes, CFP®

Partner

Madeline Serpico

Marshall Serwitz

Partner

Kalash Sethi

Associate

Suk Shah

Partner & Chief Financial Officer

Mary Shahian, CFP®, CDFA®, ChFC®, CKA

Partner

Colin Sharp

Associate

Deborah Shaug, CFP®

Principal

Kirsten Shaw

Senior Associate

Nick Sheeley

Associate

Timothy Sheridon

Senior Associate

Charmaine Sherlock

Senior Associate

Andrew Shestek

Associate

William Shier, JD

Senior Associate

Bob Shier, JD

Partner

Mitchelle Shikhman

Senior Associate

Lindsey Shimin, ARPS

Senior Associate

Chad Shoemaker, CPA

Senior Associate

Nikki Shopp

Associate

Samuel Short

Associate

Cole Sikorsky

Associate

Leah Silletto

Senior Associate

Gary Silverman, CFA

Partner

Michelle Simek

Senior Associate

AJ Simoncelli

Senior Associate

Jason Simpson, CFP®

Principal

Morgan Simpson

Senior Associate

Christina Simpson

Associate

Emily Sims

Associate

Anisa Sinclair

Associate

Kim Singh

Senior Associate

Marcella Skenderis

Associate

Matthew Sloan

Senior Associate

Jill Smart

Robert C. Smith

Partner & Market Leader

Neal Smith

Principal

Meghan Smith

Principal

Mallory Smith

Senior Associate

Levi Smith

Principal

Lyric Smith

Senior Associate

Grant L. Smith

Associate

T.C. Smith

Associate

Ellie Snyder, CFP®

Senior Associate

Mona Soliman

Senior Associate

Javier Solis, CFP®

Partner

Robert J. Sollazzo, CFA

Senior Associate

Mitchell Somers

Associate

Paul Sommerstad, AIF®, QPFC®

Partner

Kumail Soni, CPA

Senior Associate

Logan Sorensen

Associate

Will Soto

Associate

Michelle Soto, CDFA®, CFP®

Partner

Stephen Soviero

Principal

William Speciale, AEP®, JD

Partner

Will Spence, CFA

Principal

Judith Spencer

Associate

Shelby Stahr, CFP®

Principal

Marisa Stancroff

Associate

Kelley Stanford

Senior Associate

John Stanovich, CFP®

Principal

Thomas Stasel, CPA

Senior Associate

Matt Stazzone

Principal

Philip Steele, AIF®

Partner

Jean Steffan

Associate

Janet Stelpflug

Senior Associate

Katie Stenger

Associate

Kyler Stephens, CFP®

Associate

John Stephenson

Senior Associate

Dana Stinnett

Associate

Elizabeth W. Stone

Principal

Jennifer Stott

Associate

Mitch Straub

Associate

Alanson Stumler

Associate

Bret Stutzman

Partner

Marisela Suarez

Associate

Martin Sullivan

Robert J. Sullivan, CFP®

Partner

Xiaoxuan (Tia) Sun, CFA

Associate

Alketa Sundquist

Senior Associate

Colleen Supran, CFA

Partner

Amy Suri

Associate

Larry Sussman, CFA

Partner & Head of Corporate Finance

Howard Sussman, CFP®, JD

Principal

Bonnie Suveerachaimontian, ChFC®

Senior Principal

Scott Swanson, CFA

Partner

Brendan P. Sweeney, CFA

Partner

Pam Swenson

Senior Associate

Dawson Swindler

Associate

Michael Syer, CFP®

Principal

Claudia Sykora, CPA

Principal

Karina Szuster

Associate

Bryn Taday

Principal

Ayisha Tahir, JD

Principal

Sue Takano

Associate

Emily Taken-Vertz, CFP®

Principal

Victoria Talbot

Associate

Fred Tan, CFP®

Principal

Alec Tapia

Associate

Kenny Tarantino

Associate

Bridget Tarleton

Associate

Melissa Taro, CFP®

Senior Principal

Matthew Taylor

Partner

Jonathan Taylor, CFA

Partner

Natalia Tchetchoulina

Partner

Shaadi Tehran

Associate

Andres Terronez

Senior Associate

Robert E. Thieman, CPA, JD

Principal

Madeleine Thomas

Senior Associate

Eric Thompson, CFP®

Principal

Trey Thompson, CFA

Partner

Kendra Thornburg

Senior Associate

Alexa Thorson

Senior Associate

Christian Thwaites

Partner

Joe Tichenor, CFP®

Partner

Dan Timotic, CFA

Partner

Rob Tittle, CFP®, CPWA®

Principal

Megan Tivitt, CPA

Senior Associate

Philip Tivitt

Associate

Patrick Tobin, CFP®

Principal

Jonatán Toledo, MDiv

Senior Associate

James Tomasovich, CIMA®, AAMS®

Principal

Marika Tonay

Principal

Scott Toomasson, FPQP

Principal

Justin Topping, CFA

Partner

Jim Trujillo, CFP®

Principal

Zack Trygstad

Principal

Talene Tse

Associate

Brian Tu

Senior Principal

Carmen Tu

Senior Associate

Leslie Tudor

Associate

Gabriel Turner

Senior Associate

Erin Turner

Senior Associate

Christopher Turso, CFP®

Senior Associate

Brandon Tutak, AIF®

Principal

Douglas Tyson, CFP®, ChFC®

Principal

Mirza Ugarak, CFP®

Senior Associate

Amanda Ulczynski

Senior Associate

Tara D. Vagnone, CFP®

Principal & Senior Principal

Carli Valinoti

Associate

Myles VanderWeele, CFP®

Partner

Christine Vandrey

Senior Associate

Enoch Vanotoo

Associate

Juan Vasquez

Associate

Tania Vasquez

Principal

Andrew Verdeyen, CFP®

Principal

Peter L. Viehl, CFA

Partner

Daniel Vignola

Senior Associate

Jose Vilar

Principal

Justyn Volesko, JD, LL.M.

Partner

Carol Vowels

Associate

Evan Vulgamore

Associate

Daniel Waddell, JD

Senior Associate

Alia Wagenhoffer, CFP®

Senior Principal

Linda Wagner

Principal

Mike Waldridge, ChFC®

Partner

Steve Walker

Partner

Thayer Walker

Senior Principal

Todd Walklett, CFA, CFP®

Partner

Emma Wallace

Associate

Angella Wallace

Associate

Joe Walsh

Associate

Bridget Walston

Senior Associate

Noah Walton

Associate

Ming Zhu Wang

Senior Associate

Eric Warbrick, CPA

Senior Principal

Jacob Ward, CFP®, CPA

Senior Associate

Ben Wassom

Associate

Jason Waters, CFP®

Partner & Market Leader

Matt Watkins, CPWA®

Partner

Jennifer Watson, CPA

Principal

Laura Watts

Associate

Aaron Waxman, CFP®, CPA

Partner

Brittany Webb

Senior Associate

Aubrey Weber

Senior Associate

Valerie Weinfeld

Senior Associate

Larry Weissman, CFA

Partner

Craig Wells

Partner

Lisa West

Associate

Matt Westfall, CFA

Partner & Head of Portfolio Management

Kyle Westfall

Associate

Cathleen Westfall

Senior Associate

Kelsey Whatley

Principal

Colin Wheeler, CFP®

Partner

Karl Wichorek, CFA

Principal

Kenadee Wiggins

Associate

Emily Wilkins

Associate

Kim Wilkinson

Partner

Garrett Will

Associate

Pace Williams

Associate

Ashley Williams

Senior Associate

Steve Williams

Partner & Chief Client Officer

EmJay Williams

Senior Associate

Katherine Willis, CFA

Partner & Market Leader

Timothy A. Wissing, EA

Principal

Matt Wojtowicz, CPA

Senior Principal

Susan Wolf

Partner

Andrew Wolfgang

Partner & Chief Training and Quality Officer

Tracey Wood-Sanford, CPA

Partner

Zach Woodward, CFP®, AWMA®

Principal

Courtney Woolever, SHRM-CP

Senior Associate

Brian S. Woosley, CPA

Senior Associate

Chuck Wright

Associate

Jon Yankee, CFP®

Partner & Market Leader

Amanda E. Yearns

Associate

Peter Yoon, CFA

Principal

Brendan Yospa

Associate

Bernadette Zatta

Principal

Dustan Zavatsky, CFP®

Senior Associate