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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Joel Lange

Joel Lange, CFA®, MBA

Sr. Wealth Advisor

John Carney

John Carney, CFP®

Wealth Advisor

John Evans

John Evans, CFP®, CRPC®, MPAS

Sr. Wealth Advisor

John P. Middleton image

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Sr. Wealth Advisor

Morristown, Marlboro

John Paul Bradley, CFP®, CPWA®

Wealth Advisor

John Swanson - Sr. Wealth Advisor

John Swanson

Sr. Wealth Advisor

Bend – Downtown, Bend

John Wilson, CFP®

Wealth Advisor

Jonah Shafer - Sr. Financial Planner

Jonah Shafer

Associate Wealth Advisor

Jonah Tinajero, CFP®

Wealth Advisor

Jonas Noack Image

Jonas Noack, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego, San Diego – Sorrento Valley

Jonathan Cohen

Jonathan Wilson, CFP®, EA

Sr. Wealth Advisor

Jordan-Dean

Jordan Dean, CTFA

Wealth Advisor

José Castañeda, CFP®

Wealth Advisor

Joseph D. McIntosh - Sr. Wealth Advisor

Joseph D. McIntosh, CPA

Sr. Wealth Advisor

Fort Worth – Colleyville

Joseph McCarthy, CFP®, ChFC

Wealth Advisor

Washington, DC, Owings Mills

Josh Broadhurst

Josh Broadhurst, CFP®

Wealth Advisor

Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Juan (Yago) Samperio Suarez, CFA®, CFP®

Sr. Wealth Advisor

Julia Messineo

Julia Messineo, CFP®, CDFA®

Wealth Advisor

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Mercer Advisors Team

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