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.

Paul Meyer - Sr Wealth Advisor

Paul Meyer

Sr. Partner, Regis Group

Peter Gifford

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Principal

LA-Century City

Richard Singer, MBA

Partner, Sr. Wealth Advisor

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Samuel Hussein - Wealth Advisor

Samuel Hussein, CFP®

Principal

Rockwall, Fort Worth – Colleyville, Dallas – Park Cities

Sarah Cannon

Sarah Cannon, CFP®

Principal

Schane Goheen, CFP®, CLU®, MS AFP

Partner

San Diego – Scripps Ranch

Scott-Cravens

Scott Cravens, JD

Partner

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

Stephanie Connor Arkof

Partner, Sr. Wealth Advisor

Stephen Donahue, CFA®

Partner, Sr. Director

San Francisco, Menlo Park

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Houston, League City, The Woodlands

Tracey Turko, CFP^®, AEP

Partner

Livonia, Charlotte, Raleigh, Asheville

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Principal

Yvonne-Jimenez

Yvonne Jimenez, CFP®, MBA

Partner

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Adam Frinsco, CFP®, CMT, ChSNC®

Sr. Wealth Advisor

Austin, Houston

Adam Govani

Adam Govani, CFP®

Wealth Advisor

Adam Hutsel

Adam Hutsell, CFP®

Wealth Advisor

Kansas City, Lawrence

Ready to get started?

Mercer Advisors Team

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Investment Management

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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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