Mercer Advisors Recognized with CEO of the Year, Next-Gen Rising Star, and Product or Service Innovation at the 2025 ThinkAdvisor Luminaries

Mercer Advisors was recognized across three categories at the ThinkAdvisor Luminaries awards. Additionally, Chief Investment Officer Donald Calcagni and Chief Technology and Digital Officer Christine Cataldo were recognized as finalists in the following categories, respectively: CIO of the Year, Thought Leader of the Year, and CTO of the Year. 

CEO of the Year 

CEO Dave Welling was honored as the recipient of the CEO of the Year award at the 2025 ThinkAdvisor Luminaries. This prestigious recognition honors leaders who demonstrate exceptional vision, innovation, and impact in advancing their firms and the industry. 

Since joining Mercer Advisors in 2017, Dave has guided the firm through a period of extraordinary growth and transformation, all with a singular focus: improving the lives of families nationwide while providing an environment where employees can strive to do the best work of their careers. Dave’s leadership philosophy centers on a quadruple bottom line—delivering excellence in client service, enhancing employee experience, creating stakeholder value, and driving community impact. 

Read more about Dave. 

Next-Gen Rising Star 

Sr. Wealth Advisor, Director Tom McNary received the Next-Gen Rising Star award in recognition of his leadership. With nearly a decade in financial services and six years at Mercer Advisors, Tom has been instrumental in expanding the firm’s Colorado footprint—from 15 professionals in 2019 to over 70 in 2025—while cultivating a culture of mentorship and collaboration. 

Read more about Tom. 

Product or Service Innovation 

Aspen Investing was honored in the Product or Service Innovation category. Aspen Investing is a proprietary investment platform that allows advisors to rapidly deliver institutional-grade portfolios tailored to each client’s unique financial situation. The result is a deeply personalized investment experience for clients. 

Read more about our investing philosophy. 

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

View Source