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, Fairport, Hockessin, Radnor, West Hartford, Hingham

Mike Drennen

Managing Partner

Boston – West

Bennet Thonakkara, CFA®, CPA

Partner

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

Emma Bean, CFP®

Principal

Kennebunk, Portsmouth

Gregg Padilla Photo

Gregg Padilla, CFP®

Partner

Old Lyme, West Hartford, Westport

Jill Fopiano

Jill Fopiano, CFA, CFP®

Partner, Sr. Wealth Advisor

Boston – West, Hingham

Elisabeth Zimmerman

Lis Zimmerman, CFP®, CRPC®

Partner

Boston – West

Adelaide Magee

Addy Magee, CFP®

Wealth Advisor

Boston – West

Alicia Chiamulera, CFP®

Wealth Advisor

Alicia Donahue, CRPC®

Wealth Advisor

Aubrey Keohane

Audrey Baker, CFP®, NSSA®

Wealth Advisor

Boston – West, Hingham

Brooks Pellerin

Wealth Advisor

Christian Vargas

Christian Vargas, CFP®

Wealth Advisor

Old Lyme, West Hartford

Eric Anderson, CFP^®

Sr. Wealth Advisor

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

James Bossieux, MBA, CFP®

Wealth Advisor

Jeffrey Troiano, CRPC®

Sr. Wealth Advisor

Jessica Kreger, CFP®

Wealth Advisor

John Wilson, CFP®

Wealth Advisor

Karen Zaramba, CFP®

Sr. Wealth Advisor

Katy Carr, FPQP™

Wealth Advisor

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Mercer Advisors Team

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