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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Northeast: New England

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Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge, Marlboro

Adelaide Magee

Adelaide Magee, CFP®

Wealth Advisor

Boston – West

Aubrey Keohane

Audrey Baker, CFP®, NSSA®

Wealth Advisor

Boston – West

Bennet Thonakkara, CPA®, CFA® joined Mercer Advisors via the acquisition of Regent Wealth Management Group, Inc.

Bennet Thonakkara, CPA, CFA^®

Partner

Nashua, Woodbridge, Old Lyme, West Hartford, Westport, Peabody

Eric Anderson

Eric Anderson, CFP^®

Sr. Wealth Advisor

Nashua, Woodbridge, Old Lyme, Westport, West Hartford, Peabody

Gregg Padilla Photo

Gregg Padilla, CFP®

Partner

Old Lyme, West Hartford, Westport

Jill Fopiano

Jill Fopiano, CFA, CFP®

Partner, Sr. Wealth Advisor

Boston – West

Jonathan Smith

Jonathan Smith, CIMA®

Sr. Portfolio Consultant

Boston – West

Lauren Higgins

Lauren Higgins, CFP®, CIMA®

Sr. Wealth Advisor

Boston – West

Leah McCormack, CFP®, RICP®

Wealth Advisor

Boston – West

Elisabeth Zimmerman

Lis Zimmerman, CFP®, CASL®, CRPC®

Partner

Boston – West

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

Matthew Nelsen, CFP®

Wealth Advisor

Nadia Dubowyj, CFP®, CFA, MST, MBA

Wealth Advisor

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Qing Yang

Qing Yang, CFA®, CMT®

Sr. Research Manager

Boston – West

Richard Davies

Richard Davies, CFP®

Director, Operations

Boston – West

Richard W. Stout

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

R Saunders

Roain Saunders, CFP®

Wealth Advisor

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Thomas J Britt

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

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