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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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

Bryan Bielawski

Bryan Bielawski, CPA, CFA®

Sr. Wealth Advisor

Byron Snider

Byron Snider, CFA®

Sr. Wealth Advisor

Eagle, Boise – Downtown, Boise, Sun Valley

Cailin Johnson - Financial Planner

Cailin Johnson, CFP

Associate Wealth Advisor

Carin Roman

Carin Roman, CFP^®

Wealth Advisor

Carol Ann Casebolt, CFP®

Wealth Advisor

Woodland Hills, LA-Century City

Carrie Beede

Carrie Beede, CFP®, EA

Wealth Advisor

Carrie-Zhou

Carrie Zhou, CFP®

Wealth Advisor

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Mercer Advisors Team

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