Mercer Advisors

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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Northeast
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Midwest
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Southeast
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Southwest
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West
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Victoria O’Tool

Financial Planner

New York

Victoria Toledo

Service Operations Associate

Denver

Virginia Cramp

Sr. Client Service Specialist

Bend, Bend – Downtown

Virginia Rutland

Client Service Specialist

Atlanta

Vivian Covert headshot

Vivian Covert

Client Service Specialist

Denver

Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

Atlanta

Yvette Angora

Lead Account Operations Specialist

Alicia Smith

Director of Client Development – HNW Program Manager

Atlanta

Ander Belategui

Manager, Management & Performance Analytics, Business Intelligence

Boston – West

Bryan Powers, CFP®

Executive Managing Partner

Emily O’Neill

Sr. Director, Employee Wealth Programs

Oklahoma City

Will Mannon

Will Mannon

Executive Managing Partner
Belinda Richardson

Belinda Richardson

Regional Vice President

Oklahoma City

Christopher Sporer, CFP®

Regional Vice President

Chicago

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Webinars

Medicare Made Simple Webinar

May 8, 2026

Retirement

Electing Roth Treatment for Employer Retirement Plan Contributions

May 7, 2026

Trustee Services

What Is a Trust and When Do You Need One for Your Estate Plan?

May 6, 2026

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