In working with clients, Jon uses entertaining and straightforward communication skills to distill complex concepts into easily understood ideas. His motto is "If you can't explain it simply, you don't understand it well enough!" Jon graduated from the United States Military Academy at West Point and served as an Armored Cavalry officer until entering the financial services industry in 1995. He is a CERTIFIED FINANCIAL PLANNER™ professional and has achieved a Master of Science in Financial Services (MSFS). He also lectured on wealth preservation topics at the Florida Coastal School of Law, and on retirement planning, wealth management, and various aspects of the financial services businesses at the University of North Florida. Jon co-founded Paragon Wealth Strategies, a fee-only wealth management firm that joined Mercer Advisors in 2023. When not working with clients, Jon enjoys working on antique cars, motorcycles, and supporting his community through the American Legion.

Scott gets his professional fulfillment from advising his clients on how to connect their financial situation to their everyday life, allowing the individuals and families he serves to optimize their wealth in a way that is meaningful to them. Scott is dedicated to serving those who are at or nearing retirement. This means his clients understand the nest egg number they need to retire on without running out of money. An entrepreneur at his core - having owned an advisory firm before joining Mercer Advisors - Scott specializes in working with small business owners and executives who would rather keep more of what they earn and give less to Uncle Sam. Scott earned his bachelor's in finance from Miami University (OH). He has been quoted in such publications as Market Watch, The Washington Post, Investment News, and Money Magazine. Scott and his wife enjoy spending their spare time with their 3 girls. Whether it be traveling or sports, they keep an active lifestyle. Basketball, tennis, and pickleball are among his favorite activities.

Michael brings a different perspective to financial planning and client coaching as a result of having witnessed the difficulties his parents experienced in navigating the complexities of the financial system after relocating to the US from Europe. He approaches every client with advice as genuine as he would offer to his own parents. The most rewarding part of his job is addressing crucial questions like when one can retire and how to avoid running out of money and witnessing the sense of relief clients experience after reviewing their financial plans. Michael is a true advocate of his clients' success and deeply values the trust they place in him. Michael holds a business management degree with a concentration in finance from Stony Brook University and is also a CERTIFIED FINANCIAL PLANNER® professional. In his spare time, Michael enjoys skiing, Florida beaches and traveling. He has explored 19 countries and counting.

For over 20 years, Jenn has specialized in comprehensive wealth management and is passionate about being an advocate and partner as she works with clients to help them achieve their financial goals. This has formed the cornerstone of her career in positions in the insurance industry, bank wealth management, and as a financial advisor. Jenn is a Jacksonville University alumnus and a former officer in the United States Navy, where she served as a Naval Aviator flying the SH-60F/H Seahawk Helicopter. She served several years on the board of the Financial Planning Association of Northeast Florida, completing her board time as President. Jenn is married to her husband Craig, and they are blessed with their 2 children: Brandon, a graduating senior at George Mason University, and Isabella who is senior in the Bartram Trail High School Air Force JROTC and looking to colleges in the Fall. Jenn is an active member of San Juan del Rio Catholic Church and enjoys her time ballroom dancing, doing Pilates, and traveling with her family.

Chris began his career in financial services in 2002 as a Financial Advisor with American Express Financial Advisors. During his career, he has been an OSJ Compliance Officer and worked directly in operations approving new business. In his role at Paragon Wealth Strategies, he played a critical role on the Operations Team which was the foundation of the company's Client Service experience. Chris earned his bachelor's degree from Clemson University in 1987. Chris is a true Southerner with an accent only someone from South Carolina can truly understand. He enjoys all sports and especially his Clemson Tiger Football team. He is an exercise enthusiast and enjoys spending time with his two grown children Zack and Alexa.

Theresa, a graduate of the US Military Academy and an Army Veteran, approaches every position with a "can-do" attitude. She has 12 years of industry experience in client services and retirement benefits and is dedicated to helping clients with what is best for them. Theresa joined Mercer Advisors via the Paragon Wealth Strategies acquisition in December 2023. Prior to the acquisition, she worked with Paragon for a year and a half in client services as well as portfolio management. Theresa is currently pursuing the CFP® certification to continue to assist clients in accomplishing life needs. In her spare time, Theresa enjoys adventuring in the wild by hiking, biking, and kayaking. She is also a student and teacher of Kundalini Yoga.

Having grown up in a medical family, Ian views his job as similar to that of a doctor - but taking care of your finances instead of your health. Understanding a client's full financial picture in order to help them live their best life and achieve their end goals is what he sets out to do for those he works for. Seeing a client achieve their financial aspirations is what drives his passion for financial planning. Ian specializes in retirement planning, investment management, and tax planning for wealth-builders and retirees. He received his MBA from the Crummer School of Business at Rollins College and his undergraduate degree from Colgate University, where he majored in economics and played football. Ian currently lives in Nocatee with his wife Nikki, and his two children Emilia and Luke. He is an avid sports fan and enjoys rooting for his local Jacksonville Jaguars and Florida Gators.

Karen has a servant's heart and finds fulfillment in assisting clients with their non-advisor needs. She wants each client she helps to know how much she cares about them and their needs. Karen began her career in the financial services industry in 2009 at Paragon Wealth Strategies in Jacksonville, Florida where she held the positions of Administrative Assistant, Client Service Associate, Director of Client Service, and Vice President of Client Relations. She joined Mercer Advisors with the Paragon Wealth Strategies acquisition in 2023. During her off-work time, Karen enjoys spending time with her husband, Jack, their two grown sons, granddaughter, and extended family who mostly live nearby. She is an active member of St. Joseph's Catholic Church and serves as sacristan, a lector, a Eucharistic minister, and the chair of the Stewardship Committee. Her hobbies include sewing, reading, and attempting to train her chocolate lab named Emma.

Michelle is driven by the belief that aligning clients' aspirations with their financial strategies is pivotal for a fulfilling life journey. Leveraging her expertise in withdrawal planning, multi-year tax savings strategies, and charitable and estate planning, she guides clients towards their optimal path forward. Michelle co-founded Paragon Wealth Strategies and joined Mercer Advisors in 2023 after the acquisition. Graduating magna cum laude from the University of Louisville in Kentucky in 1995, Michelle has been dedicated to educating others in retirement planning. She taught courses through the University of North Florida's LearnJax program and served as an Adjunct Professor at Florida State College at Jacksonville. Michelle's insights have been shared on the radio show "Financial Feud" and featured in the "Jacksonville Business Journal." Outside of work, she treasures moments with her husband and children, finding joy in activities that connect her with nature, including flower gardening, motorcycle rides, and paddleboarding.