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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Alisa Maute

Alisa Maute, CIMA®, CAIA℠

Head of Client Development

Ben Kautz, CFP®

Executive Managing Partner, East Division

Cincinnati, Westerville

Bryan Powers, CFP^®

Executive Managing Partner

Hayley Block, MBA

Executive Managing Partner, Wealth Operations and Experience

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Portland, Portland – South, Roseville, Walnut Creek

Joshua DeForest

Josh DeForest, CFA®, CFP®

Executive Managing Partner, Head of Client Delivery

Josh Gustafson

Josh Gustafson

Executive Managing Partner

Denver, Scottsdale, Spokane, Boise, Boise – Downtown, Eagle, Sun Valley

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

Albuquerque, Indian Wells, Newport Beach

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village, Colorado Springs

Martine Lellis, CPA, CFP®

Executive Managing Partner, M&A Partner Development

Shawn Kim

Director, Business Transitions

Ted Motheral - Principal, M&A Partner Development

Ted Motheral, JD, MBA

Executive Managing Partner, M&A Partner Development

Will Mannon

Will Mannon

Executive Managing Partner

Drew Ellis

Director, Institutional Partnerships

Elli Sharef

Head Philanthropic Services

Tunia Mycyk, AIF® CRPS®

Vice President, Institutional Client Development

Alex Moore

Alex Moore, CFA, CPA

Vice President, M&A Partner Development

Austin Minor

Austin Minor

Sr. Director, Partner Success

Fairport, Old Lyme, West Hartford, Westport, Woodbridge, Lake Placid, Nashua

Carrie Ohm

VP, M&A Partner Development

Greg Mayes Image

Greg Mayes

Vice President, M&A Partner Development

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Mercer Advisors Team

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