Martine is Principal, M&A Partner Development, and is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Previously, Martine served as the company’s Chief Talent Officer (a role she held since joining Mercer Advisors in 2020), with a focus on developing and growing the talent of the organization. She is also a member of the Executive Leadership Team.

Before joining Mercer Advisors, Martine was a Principal and both the Chief Operating Officer and Chief Compliance Officer at Sullivan, Bruyette, Speros & Blayney. She also served on the Technology, Operations & Service Advisory Board of one of the largest RIA custodians, and has been involved as a writer and instructor for CFP® exam review courses.

Martine holds an MBA from Georgetown University and a B.S. in Mathematics from Duke University. She is a member Certified Public Accountant and CERTIFIED FINANCIAL PLANNER®.

Ted joined Mercer Advisors in 2025 as Principal, M&A Partner Development. He is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other wealth management firms. In this role, Ted leads firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations.

Previously, Ted served as a Partner at Potomac Law Group in the firm’s Corporate and Transactional practice where he focused on mergers and acquisitions, as well as private debt and equity financing. Outside of the financial advisory services industry, Ted has extensive experience in representing private and family-owned businesses across the country.

Earlier in his career, Ted worked in the general counsel office of KLA-Tencor Corporation in Silicon Valley, California and, before becoming an attorney, worked as a financial consultant for PricewaterhouseCoopers in the New York City office. Ted has a JD from University of Pittsburgh School of Law, MBA in Finance from University of Pittsburgh, and a BBA from Villanova University.

Randy joined Mercer Advisors in 2019 as a member of the Mergers & Acquisitions Team. Previously, he served as a resource for RIA owners on M&A and succession at TD Ameritrade Institutional. Randy’s other past roles include Manager in the Capital Markets Group at Accenture and Vice President at Fidelity Investments serving independent RIAs. He also served as a Vice President at State Street, helping conduct due diligence and integrate global investment managers with $25 billion to €300 billion under management in the US and Europe.

Randy began his career in the investment management industry in 1999. He holds a Bachelor of Science degree from San Diego State University and an MBA from the UCLA Anderson School of Management.

Joe has dedicated more than 25 years to serving Registered Investment Advisors (RIAs), bringing deep expertise across a wide range of practice management disciplines. His areas of focus include strategic planning, succession planning, growth strategy implementation, and technology deployment.

At Mercer Advisors, Joe helps advisory firms scale and thrive in an increasingly complex environment. He is passionate about guiding RIA owners toward solutions that benefit their businesses, their teams, and their clients.

Before joining Mercer Advisors in 2021, Joe held a leadership role within the Advisor Services enterprise at Charles Schwab. There, he led a team of senior relationship managers supporting high caliber firms across the Southeast region, representing more than $250 billion in assets. Under his leadership, the region exceeded its growth targets by over 140%, a testament to his strengths in coaching, business development, and strategic execution. Joe began his career helping RIAs adopt software solutions to improve operational efficiency and profitability.

Joe holds a Bachelor of Science in business management from North Carolina State University. He further advanced his education by completing the Mergers and Acquisitions Executive Education program at Stanford University’s Graduate School of Business and the Accelerated Personal Financial Planning Program at the University of California, Irvine. He earned his CFP® certification in 2008.

Outside of work, Joe enjoys biking, swimming, and traveling with his wife and two children.

Greg has worked in the financial advisor space for 30 years. He has extensive experience helping RIAs and other financial advisors with a variety of business management challenges, including, business succession, implementing growth strategies, and technology solutions.

Prior to joining Mercer Advisors, Greg worked within LPL Financial in Strategic Business Development as a specialist who helped advisors transition to independence. He previously spent 25 years at TD Ameritrade Institutional and Schwab Advisor Services consulting with advisors about their businesses. He started his career as a financial advisor at Shearson Lehman Brothers.

Greg earned a Bachelor of Arts from the University of Oregon.

In his spare time, Greg enjoys golf, skiing and traveling with his wife and two daughters.

Jay has worked in the financial services industry for more than 30 years, with 20 years dedicated to the RIA industry. Jay has extensive experience helping RIAs of all sizes create stronger businesses to better serve their clients and teams. Prior to Mercer Advisors, Jay worked in the Advisor Services business of Charles Schwab. He was responsible for providing leadership, sales management, and coaching to a team of Relationship Managers who covered the Midwest territory, which included more than $325 billion in assets. Previously, Jay led regional sales teams at broker-dealers and began his career as a financial planner at Ameriprise.

Jay holds a Bachelor of Science in Business Administration from the University of Minnesota Duluth.

Todd joined Mercer Advisors when his firm, Sanford Advisory Services, was acquired in 2022. He works closely with our M&A Partner Development team to help guide advisors decisions around business succession, growth strategies, and technology solutions. Todd began his career in financial services in 1983 and was the first financial advisor hired directly out of college by Investors Diversified Services (IDS), now Ameriprise Financial. The Sanford Center for Financial Planning and Wellness at his alma mater, Western Michigan University, is part of his legacy. The center gives students and community members hope to live a better life financially. Todd is formerly the board president of the Kalamazoo Valley College Foundation after serving as treasurer.

In his spare time, he enjoys competitive travel tennis, which he has been pursuing for more than 35 years. He also enjoys skiing, reading biographies, various forms of art, antique cars, and many activities involving his deep Christian faith.