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.

Search results for:

Northeast: Greater Philadelphia

Clear All Filters

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Fairport, Hockessin, Radnor, West Hartford, Hingham

Jason O’Meara, CFP®

Partner

Morristown, Radnor

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Christopher Blakely, CFP®, CTFA

Wealth Advisor

Daniel M. McDermott

Daniel M. McDermott, ChFC®, CFP®, AIF®

Sr. Wealth Advisor

David Haman

David Haman, CFP^®

Sr. Wealth Advisor

Dennis Jablonoski, AIF®, CRPS℠, CPFA®

Wealth Advisor

Cherry Hill, Radnor

Evan Salter, CFP®

Wealth Advisor

Geoffrey Franklin

Geoffrey Franklin, CFP®

Sr. Wealth Advisor

Howard A. Kades

Howard A. Kades, MBA

Sr. Wealth Advisor

John Paul Bradley, CFP®, CPWA®

Wealth Advisor

Kelly Albert, CFP®

Wealth Advisor

Mike D. Baittinger, CFP®, ChFC®

Sr. Wealth Advisor

Paul Baumbach

Paul Baumbach, CFP®, CFA™

Sr. Wealth Advisor

Paul C. Barbehenn, CFA®, CFP®

Sr. Wealth Advisor

Ryan M. Flurer

Wealth Advisor

Cherry Hill, Radnor

Sean Heidig, CFP®

Wealth Advisor

Susan Lehnerd, CFP®

Wealth Advisor

Tim Joseph, CFP®, CPA

Sr. Wealth Advisor

Cherry Hill, Radnor

Brad Cwienk

Client Service Specialist

Ready to get started?

Mercer Advisors Team

Explore More

Investment Management

How SpaceX’s Performance Underscores Our Caution on IPO Investing

July 28, 2026

Family & Health

Is TikTok Where Your Kids or Grandkids Get Financial Advice?

July 28, 2026

Estate Planning

Maryland Estate and Inheritance Tax

July 24, 2026

Continue Browsing