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.

Northeast
Midwest
Southeast
Southwest
West

Lindsay O’Toole

SVP, Investment Platform Operations

Michael Uyemura

Sr. Research Manager
Michael Hewel

Mike Hewel, CETF

Director, Trading

Paul Seigle

Research Manager

Remi Sampson, CFA

Sr. Portfolio Consultant
Sam-Warner

Sam Warner

Portfolio Consultant

Stephen Prinster

Sr. Director, Investment Operations
Mercer Advisor Logo

Taylor Mague

Portfolio Operations Specialist
Theresa Bedard

Theresa Bedard

Manager, Portfolio Consultant

Tim Cengia

Sr. Portfolio Operations Specialist
Will Rockett Image

Will Rockett, CFA®, MBA

Sr. Director of Investment Strategy
Abigail Feldman

Abigail Feldman

Estate Planning Service Specialist

Ariane Uwase

Sr. Estate Planning Service Specialist

Ashley Felton

Sr. Estate Planning Strategist

Aurelia Morales

Estate Planning Service Specialist
Benjamin Faulkner - Sr. Estate Planning Strategist

Benjamin Faulkner, JD

Sr. Estate Planning Strategist
Bobby-DeMarco

Bobby DeMarco

Estate Planning Strategist

Brianna Becker

Manager, Estate Planning Strategist

Casey Simpkins

Estate Planning Service Specialist

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