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: Newport Beach

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Christina Hung, CFP®

Sr. Wealth Advisor

Colton Petty, CFP^®

Wealth Advisor

Ethan Matkin

Ethan G. Matkin

Wealth Advisor

Ignatius D’Anna, CFP®, CWS®, CEPA®

Sr. Wealth Advisor

James Shanton

James Shanton, CFP®

Sr. Wealth Advisor

Patrick Lee, CFP®

Wealth Advisor

Petra Chien, CFP®, CEPA®, EA

Sr. Wealth Advisor

Rudolph Brandes

Rudolph Brandes, J.D., LL.M., CFP®

Sr. Wealth Advisor

Ryan Isaac

Wealth Advisor

Sloan Petereit, CFP®, CDFA®, NSSA®

Associate Wealth Advisor

Tracy Jackson

Tracy O. Jackson, MS, CFP®

Sr. Wealth Advisor

Tyler Smith

Tyler Smith, CFP^®, AIF^®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Newport Beach, Carlsbad

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego – Scripps Ranch, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Luc Ceci, CFP®, EA

Principal

David Askew

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Partner

Indian Wells, LA-Century City, Newport Beach, Woodland Hills, Thousand Oaks

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Susan Evans Image

Susan Evans, CFP®, CDFA®

Regional Vice President

Allison Rozell

Relationship Manager

Ben Brandel

Service Operations Associate

Blanca Ceja

Service Operations Associate

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Mercer Advisors Team

Explore More

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October 15, 2026

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