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.

Jojo Cresci, CFP^®

Partner

Walnut Creek, Menlo Park, San Francisco

Jon Dinkins, CPA, PFS, CIMA

Principal, Sr Wealth Advisor

J Mitchell

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Partner

Wade Carpenter

K. Wade Carpenter, CFP®

Partner

Lawrence, Kansas City

Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™

Partner

Dallas – Park Cities

Kara Duckworth, CFP^®, CDFA^®, CAP

Partner, Regis Group

Katelyn Depew, CFP®

Partner

Chicago, Schaumburg

Keenan Stout, CFP®, CEPA

Partner

McLean, Richmond, Roanoke

Kyle Svetlik, CFP®

Partner

Madison, Onalaska, Green Bay, Milwaukee – Brookfield

Elisabeth Zimmerman

Lis Zimmerman, CFP®, CRPC®

Partner

Boston – West

Lorenzo Riley, CFP®, CIMA®, CPWA®, CRPC®, SE-AWMA®

Principal

Woodland Hills, LA-Century City, Santa Barbara

Luc Ceci, CFP®, EA

Principal

Matt-Krensky

Matt Krensky

Partner, Regis Group

Menlo Park, San Francisco

Matthew Burke, CPA, CFP®

Partner, Business Management

Mendim Gecaj, CFP®, CPWA®

Principal

New York, Melville

Michael Raidt, CFP®

Principal

Cincinnati, Westerville, Indianapolis, Pittsburgh

Michael Snider, CFP®, ChFC®

Principal

Livonia, Ann Arbor, Troy

Mike Gandy

Mike Gandy, CFP®, CFA®, CPA

Principal

Nadia Keric, CFP®

Partner

Nick Lyons, CFP®

Principal

Ready to get started?

Mercer Advisors Team

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Investment Management

When Nvidia Drops: Three Reasons to Pause Before You Act

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Professions

QSBS After OBBBA: New $15M Exclusion and $75M Cap

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Investment Management

The Roles of Bonds in a Portfolio and Why Returns Are Slightly Negative — Insights From Our CIO

November 11, 2026

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