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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Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples – Downtown, Orlando, Sarasota, Tampa

Gerard Quinn, CFA®, CFP®, MBA

Sr. Wealth Advisor

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

Jeff Smith

Jeff Smith, CFP®

Wealth Advisor

Westerville, Cincinnati, Indianapolis, Pittsburgh

Jenn King

Jenn King, CFP®, RICP®

Wealth Advisor

Josh Broadhurst

Josh Broadhurst, CFP®

Wealth Advisor

Juan (Yago) Samperio Suarez, CFA®, CFP®

Sr. Wealth Advisor

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Director, Retirement Plan Operations

Michael Mikonis

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Michelle Ash Image

Michelle Ash, CFP®, MSFS, RICP®

Sr. Wealth Advisor

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Brian Yannaccone

Regional Vice President

Ian Aguilar

Ian Aguilar, CFP®, MBA

Principal

Michael Raidt, CFP®

Principal

Cincinnati, Westerville, Indianapolis, Pittsburgh

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Westerville, Louisville, Lexington, Memphis, Gallatin, Franklin, Indianapolis, Pittsburgh

Keith Huber

Managing Partner

Jacksonville, Boca Raton, Naples, Naples – Downtown, Orlando, Sarasota, Tampa

Daniel Bucchin

Regional Vice President

Rose Cooke

Regional Vice President

Naples – Downtown, Boca Raton, Jacksonville, Naples, Orlando, Sarasota, Tampa

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Mercer Advisors Team

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