Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Branson

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Jeff Bilberry, CFP®

Sr. Wealth Advisor

Branson, Springfield, Leawood

Ryan Bly

Ryan Bly, CPFA®, CEPA, NQPC™

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Springfield, Branson, Chesterfield, Ames, West Des Moines, Leawood

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Amber Strength

Sr. Client Service Specialist

Branson, Springfield

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village, Colorado Springs

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Mercer Advisors Team

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Multicultural Family with Grandparents

Estate Planning

New York Estate Tax: What Families Need To Know

October 22, 2026

Retirement

What Are QLACs and Who Should Consider One?

October 15, 2026

Estate Planning

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

October 15, 2026

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