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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Kristen Revis

Kristen Revis, CFP®

Wealth Advisor

Kseniya Ribeiro

Kseniya Ribeiro, CFP®

Wealth Advisor

San Diego – Sorrento Valley

Kyle Dodrill, CFP®, APMA™

Wealth Advisor

Portland, Portland – South

Kyle-Ray

Kyle Ray

Sr. Wealth Advisor

Kyndal Andrews

Kyndal Andrews, CFP®, CAP®

Wealth Advisor

Dallas – Park Cities

Laura Rowley, CFP®, CTFA®

Sr. Wealth Advisor

Lauren Higgins

Lauren Higgins, CFP®, CIMA®

Sr. Wealth Advisor

Boston – West, Hingham

Lauren Kaniuk

Lauren Kaniuk, CFP®

Wealth Advisor

West Des Moines

Lauren Rosberg Photo

Lauren Rosberg, MA, CFP®, CRPC®, CDFA®, AEP®

Wealth Advisor

Schaumburg, Chicago

Lawrence Solomon

Lawrence Solomon, MBA, CFP®

Sr. Wealth Advisor

Leah McCormack, CFP®, RICP®

Wealth Advisor

Boston – West

Leigh Shimamoto - Sr. Wealth Advisor

Leigh Shimamoto, JD, CFP®

Sr. Wealth Advisor

Lena Wyand, CFP®

Sr. Wealth Advisor

Lisa Pastushok

Wealth Advisor

Liz Yunker, CFP®

Wealth Advisor

Lizzie Gossett, CFP®

Wealth Advisor

Logan Donovan, CFP®

Wealth Advisor

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

Director, Retirement Plan Operations

Lori Bumgart, CFP®

Wealth Advisor

Lorraine Eugenio image

Lorraine Eugenio, CFP®, CDFA®

Wealth Advisor

Morristown, Marlboro

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Mercer Advisors Team

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