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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Anuska Kovalcheck

Anuska Kovalcheck, CFP®, EA

Wealth Advisor

Aubrey Keohane

Audrey Baker, CFP®, NSSA®

Wealth Advisor

Boston – West, Hingham

Austin-Lewis

Austin Lewis, JD, MBA, CFP®

Wealth Advisor

Denver – Greenwood Village

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Melville, New York

Becki Lacopelli

Sr. Wealth Advisor

Ben Allison

Ben Allison, CFA®

Wealth Advisor

Louisville – Hikes Point

Ben Gyulambaryan, CFP®

Sr. Wealth Advisor

Bernie Salamone, CPA, CFP®, JD

Sr. Wealth Advisor

Bill Ennis, CPA/PFS

Sr. Wealth Advisor

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Blake Parker, CFP®

Wealth Advisor

Springfield, Leawood, Chesterfield

Frank Bowling

Bo Bowling

Sr. Wealth Advisor

B Wissinger

Brandon Wissinger, CFP®

Sr. Wealth Advisor

San Diego – Sorrento Valley, Carlsbad

Brent Kerstetter, CFP®

Sr. Wealth Advisor

Brian Norris, CFP®, CPFA®

Sr. Wealth Advisor

Coeur d’Alene, Spokane

Brian Smyth

Brian Smyth, MBA

Wealth Advisor

Brian Sullivan

Brian Sullivan, CFP®, MBA, EA

Sr. Wealth Advisor

Bridger Dawson, ChFC®

Wealth Advisor

New York, Melville

Brittany Rice

Brittany Rice, CFP®, CDFA®

Sr. Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Brook Deaver

Brook Deaver, CFP®, MBA

Sr. Wealth Advisor

Kansas City, Lawrence

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Mercer Advisors Team

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November 4, 2026

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