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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Midwest: Ohio Valley

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Ben Kautz, CFP®

Executive Managing Partner, East Division

Ann Arbor, Cincinnati, Westerville, Livonia, Portage, Traverse City, Franklin

David (Chip) Workman, CFP®

Managing Partner

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

Michael Raidt, CFP®

Principal

Cincinnati, Westerville, Indianapolis, Pittsburgh

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

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

Jerry-Zimmerer

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Louisville, Indianapolis

Julie-Albright

Julie Albright, CFA, CFP®

Wealth Advisor

Cincinnati, Indianapolis, Pittsburgh

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

Director, Retirement Plan Operations

Mike-Reich

Mike Reich, CFP®

Wealth Advisor

Louisville, Indianapolis

Nick Bond, CFP®, MBA

Sr. Wealth Advisor

Portage, Grand Rapids, Indianapolis

Leigh Edwards

Client Service Specialist

Lisa J. Miller, FPQP^™

Manager of Operations

Marlie Montgomery

Client Service Specialist

Cincinnati, Westerville

Suzanne Randolph

Manager, Client Service

Cincinnati, Westerville

Anthony (Tony) Strittholt, CRPC®, CEPA®

Regional Vice President

Cincinnati, Indianapolis, Pittsburgh

Ed Lettieri

Ed Lettieri

Regional Vice President

John Walker

Regional Vice President

Cherry Hill, Radnor, Pittsburgh

Kyle Watson

Financial Planner

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Mercer Advisors Team

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