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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Hilary Daniel, MBA, CFP®

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

Holly Gray, CFP®

Sr. Wealth Advisor

Springfield, Leawood

Howard A. Kades

Howard A. Kades, MBA

Sr. Wealth Advisor

Hunter-Brown

Hunter Brown, CFP®

Wealth Advisor

Hussein-Elgohary

Hussein Elgohary, CFP®, CEPA

Wealth Advisor

Ian Freemire, CFP®, CDFA®

Sr. Wealth Advisor

Denver, Frisco, Denver – Greenwood Village

Ian Hamre, CFA®, CFP®

Sr. Wealth Advisor

Ignatius D’Anna, CFP®, CWS®, CEPA®

Sr. Wealth Advisor

Scott Murphy

J. Scott Murphy, MBA

Sr. Wealth Advisor

Jack McCloskey, CFP®

Sr. Wealth Advisor

Ann Arbor, Troy

Jacob Gee

Jacob Gee, CFP®

Sr. Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

James Bossieux, MBA, CFP®

Wealth Advisor

James Everitt

James Everitt

Sr. Wealth Advisor, Director

James Roundy, CFP®, CEPA

Wealth Advisor

Portland – South

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

James Shanton

James Shanton, CFP®

Sr. Wealth Advisor

Jared Harrington, CFP®

Wealth Advisor

Fort Worth – Colleyville

Jaron D. Carmichael - Director of Retirement Group, Wealth Advisor

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Partner, Retirement Plan Group

Scottsdale, Salt Lake City

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Mercer Advisors Team

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