| Louis Pancoast Abel | First Foundation Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Mar 19, 2020 | Jan 1, 2026 (2114 d) |
| Vonnerika Y. Carrington | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2019 | Jul 10, 2021 (705 d) |
| James Richard Keller | Tocqueville Asset Management LP BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 20, 2019 | Nov 17, 2023 (1611 d) |
| Gary Michael Silverman | Blue Prairie Group,LLC independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Apr 8, 2019 | Apr 2, 2019 |
| Sarah Jane Bumstead | Blue Prairie Group,LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 8, 2019 | Nov 26, 2024 (2059 d) |
| Mark Allen Wakeley | Karsten Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Apr 2, 2019 | Apr 1, 2019 |
| Thomas Arthur Karsten | Karsten Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Apr 2, 2019 | Apr 1, 2019 |
| Jeffrey Charles Paladini | Karsten Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Apr 2, 2019 | Apr 1, 2019 |
| Thomas Henry Richardson | Karsten Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Apr 1, 2019 | Apr 2, 2019 |
| Nicholas L Gerber | Karsten Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Apr 1, 2019 | Apr 2, 2019 |
| Jeffrey Scott Zych | Karsten Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Apr 1, 2019 | Apr 2, 2019 |
| Hunter Paul Haley | Karsten Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Apr 1, 2019 | Apr 2, 2019 |
| Peter Martin | Karsten Advisors independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Apr 1, 2019 | Apr 2, 2019 |
| Ralph M Coutant | Matarin Capital Management asset manager | Cerity Partners LLC independent RIA | Other | Dec 31, 2018 | Apr 12, 2022 (1198 d) |
| Edward James Meek | Alpha Cubed Investments, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 12, 2018 | Mar 5, 2026 (2974 d) |
| Robert Charles Shier | Hpm Partners Advisor Alliance LLC other | Cerity Partners LLC other | Other | Sep 2, 2017 | Dec 5, 2012 |
| Ann Marie Dupree Hindley | On Investment Management Co other | Cerity Partners LLC independent RIA | Other | Aug 21, 2017 | Apr 1, 2025 (2780 d) |
| Paul David D'Elia | Goldman Sachs Wealth Services, L.P. other | Cerity Partners LLC independent RIA | Other | Aug 7, 2017 | May 14, 2021 (1376 d) |
| Anthony J. Basalla | Sigma Investment Counselors other | Cerity Partners LLC other | Other | May 15, 2017 | Jul 20, 2017 (66 d) |
| Kate Elisabeth Kittinger | Pension Architects Advisory Group LLC other | Cerity Partners LLC independent RIA | Other | Feb 23, 2017 | Nov 25, 2025 (3197 d) |
| James Beymer Lebenthal | Lebenthal Asset Management, LLC other | Cerity Partners LLC independent RIA | Other | Dec 31, 2016 | Nov 19, 2021 (1784 d) |
| Stephen Edward Florance | Robertson Stephens Advisors other | Cerity Partners LLC independent RIA | Other | Nov 18, 2016 | Apr 21, 2022 (1980 d) |
| Robert Charles Smith | Spero-Smith Investment Advisers, Inc. other | Cerity Partners LLC other | Other | Oct 7, 2016 | Dec 9, 2016 (63 d) |
| Matthew S. Olver | Spero-Smith Investment Advisers, Inc. other | Cerity Partners LLC other | Other | Oct 7, 2016 | Dec 9, 2016 (63 d) |
| Jeffrey Neal Malbasa | Spero-Smith Investment Advisers, Inc. other | Cerity Partners LLC other | Other | Oct 7, 2016 | Dec 9, 2016 (63 d) |
| Erica Marie Cameron | Spero-Smith Investment Advisers, Inc. other | Cerity Partners LLC other | Other | Oct 7, 2016 | Oct 11, 2016 |
| Thomas William Cohn | Spero-Smith Investment Advisers, Inc. other | Cerity Partners LLC independent RIA | Other | Oct 7, 2016 | Jan 29, 2024 (2670 d) |
| David Joseph Rubis | Spero-Smith Investment Advisers, Inc. other | Cerity Partners LLC other | Other | Oct 7, 2016 | Dec 9, 2016 (63 d) |
| Stephen Allen Malbasa | Spero-Smith Investment Advisers, Inc. other | Cerity Partners LLC other | Other | Oct 7, 2016 | Dec 9, 2016 (63 d) |
| Matthew Ross Heckler | Goldman Sachs Wealth Services, L.P. other | Cerity Partners LLC other | Other | May 16, 2016 | Apr 1, 2017 (320 d) |
| Daniel E Park | Dendron Advisors, LLC other | Cerity Partners LLC independent RIA | Other | Dec 31, 2015 | May 14, 2021 (1961 d) |
| Erin N Pentz | LPL Financial LLC other | Cerity Partners LLC independent RIA | Other | Oct 29, 2015 | Oct 1, 2024 (3260 d) |
| Patrick Brian Morrow | LPL Financial LLC other | Cerity Partners LLC independent RIA | Other | Oct 27, 2015 | Oct 1, 2024 (3262 d) |
| Scott Gaylord Holley | LPL Financial LLC other | Cerity Partners LLC independent RIA | Other | Oct 27, 2015 | Oct 1, 2024 (3262 d) |
| Kathryn Gerber Kennedy | Barclays Capital Inc. other | Cerity Partners LLC other | Other | Nov 14, 2014 | Dec 8, 2014 |
| David D Jumper | Deutsche Bank Securities Inc. other | Cerity Partners LLC independent RIA | Other | Aug 19, 2014 | Nov 22, 2021 (2652 d) |
| Steven A Kurosko | Deutsche Bank Securities Inc. other | Cerity Partners LLC independent RIA | Other | Jul 16, 2014 | Jan 26, 2026 (4212 d) |
| Scott Michael Swanson | D.A. Davidson & Co. other | Cerity Partners LLC independent RIA | Other | Apr 7, 2014 | Oct 3, 2022 (3101 d) |
| Daniel Austin Cupkovic | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Cerity Partners LLC independent RIA | Other | May 31, 2013 | Apr 25, 2023 (3616 d) |
| Ignacio Alexandro Jimenez | Mullintbg Advisors other | Cerity Partners LLC other | Other | Nov 16, 2012 | Feb 13, 2013 (89 d) |
| Nicole Roxanne Joko | Mullintbg Advisors other | Cerity Partners LLC other | Other | Nov 16, 2012 | Feb 13, 2013 (89 d) |
| Brian Tuan Tu | Mullintbg Advisors other | Cerity Partners LLC other | Other | Nov 16, 2012 | Feb 13, 2013 (89 d) |
| Sean Michael Moore | Black Coral Financial Advisors, LLC other | Cerity Partners LLC independent RIA | Other | Nov 14, 2012 | Aug 12, 2021 (3193 d) |
| Natalia A Tchetchoulina | Barclays Capital Inc. other | Cerity Partners LLC independent RIA | Other | Jul 27, 2012 | Jul 27, 2021 (3287 d) |
| John Patrick Basford | Aspiriant Investment Advisors, LLC other | Cerity Partners LLC independent RIA | Other | Jun 25, 2012 | Jan 12, 2024 (4218 d) |
| Stephen Bennett Nielander | Dws Investment Management Americas, Inc. other | Cerity Partners LLC other | Other | May 25, 2012 | Jun 11, 2012 |
| Gerald Lawrence Larr | Deutsche Bank Securities Inc. other | Cerity Partners LLC other | Other | May 22, 2012 | Jul 17, 2012 (56 d) |
| Keaton H Hamilton | Deutsche Bank Securities Inc. other | Cerity Partners LLC other | Other | Apr 12, 2012 | Dec 2, 2013 (599 d) |
| Karim H. K. Ahamed | J.P. Morgan Securities LLC wirehouse | Cerity Partners LLC other | Other | Nov 26, 2010 | Nov 23, 2010 |
| Lindsey Jonathan Nadel | Citigroup Global Markets Inc. other | Cerity Partners LLC independent RIA | Other | Aug 9, 2010 | Aug 13, 2021 (4022 d) |
| Douglas Carl Nardi | 1919 Investment Counsel, LLC other | Cerity Partners LLC other | Other | Apr 1, 2010 | Apr 28, 2010 |
| Steven Douglas Schoneman | 1919 Investment Counsel, LLC other | Cerity Partners LLC other | Other | Apr 1, 2010 | Jun 16, 2010 (76 d) |
| Jane Ann Chrumka | Calibre Advisory Services Inc. unclassified | Cerity Partners LLC independent RIA | Other | Apr 22, 2009 | Oct 21, 2025 (6026 d) |
| Lloyd Mark Abramowitz | Neuberger Berman Bd LLC other | Cerity Partners LLC independent RIA | Other | Mar 10, 2009 | Jul 21, 2021 (4516 d) |
| Lynda Ann Castellano | Neuberger Berman Bd LLC other | Cerity Partners LLC independent RIA | Other | Oct 8, 2008 | Jul 19, 2021 (4667 d) |
| Todd Joseph Walklett | West Oak Capital, LLC other | Cerity Partners LLC independent RIA | Other | Jul 18, 2007 | Oct 3, 2022 (5556 d) |
| Craig Barton Burger | Bingham Legg Advisers LLC unclassified | Cerity Partners LLC independent RIA | Other | Jun 29, 2007 | Jan 1, 2025 (6396 d) |
| Kevin Dennis Buckley | Goldman Sachs Wealth Services, L.P. other | Cerity Partners LLC independent RIA | Other | Jan 4, 2007 | May 14, 2021 (5244 d) |
| Kimberly Michele Crowley | Heritage Capital Management, LLC unclassified | Cerity Partners LLC independent RIA | Other | Dec 7, 2005 | Jul 13, 2022 (6062 d) |
| Steven Scott Williams | Dws Investment Management Americas, Inc. other | Cerity Partners LLC independent RIA | Other | Aug 12, 2005 | Jan 2, 2025 (7083 d) |