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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Jennifer Baick

Jennifer Baick, MBA, CFP®, CDFA

VP, Financial Planning Group
Jim-Bagnato

Jim Bagnato, CFP®, RICP®

Manager, Sr. Financial Planner

Denver

Joanna Geier - Sr. Financial Planner

Joanna Geier, FPQPTM, CFP

Sr. Wealth Strategist, Ascend
Jonathan Howard

Jonathan Howard

Portfolio Consultant

Eagle

Joseph Luciano

Financial Planner

Tampa

Josh Davis

Wealth Strategist

Portage

Josh Frazier

Financial Planner

McLean

Josh Johnson

Financial Planner

Jacksonville

Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

West Des Moines, Ames

Kristen Revis

Kristen Revis, CFP®

Manager, Financial Planner

Asheville

Lindsay Stuart, CFP®

Manager, Sr. Financial Planner

Portland, Portland – South

Luke Hiddessen

Financial Planner

San Diego

Luke Mazariegos headshot

Luke Mazariegos

Financial Planner

Bellevue

Madeline Longo - Sr. Financial Planner

Madeline Longo, CFP®

Wealth Strategist, Ascend

Minneapolis

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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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