Jason began his financial planning career in 2011 when he joined Prudential Financial. His areas of expertise include, but are not limited to, high-net-worth financial planning, executive compensation planning, and investment advisory. He graduated from Holy Family University in 2012 with a bachelor of science degree in business administration and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2016. Jason lives with his wife, daughters, and their dog in Jamison, Pennsylvania. In his free time, he enjoys golfing, working on cars, and playing guitar.

Susan began her career in wealth management at Traust Sollus Wealth Management (fka Zdenek Financial Planning) in 2007. In addition to providing investment advisory services, her areas of expertise include comprehensive financial and cash flow planning, which incorporates income tax planning, estate planning, and risk management services. Her client base is primarily comprised of executives (due to her deep knowledge of executive compensation and benefit plans), professionals, and retirees. Prior to becoming a wealth manager, Susan practiced as a CPA at Touche Ross specializing in income taxes for individuals, estates and trusts and then worked as a tax consultant for Delphi Asset Management serving high net worth individuals, estates and trusts. She received a Bachelor’s of Business Administration, with a major in accounting, from the University of Miami and a Masters of Taxation from Seton Hall University and holds a Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Susan is the current co-chair of the Women’s Division of the Financial Planning Association of New Jersey and holds a board of trustees position, serving as the treasurer of Roots & Wings Foundation, a New Jersey not-for-profit organization providing housing and support services for young adults who have aged out of the foster care system.

Lorraine has over 25 years of experience in banking, trust, and investment management. She is passionate about helping individuals and families achieve financial enrichment through financial planning. Lorraine holds a B.S. in Business Administration from Montclair State University and began her career at JP Morgan as a Corporate Trust Officer. She joined Banker's Trust Company as an Assistant Vice President in the Corporate Trust Administration group. Lorraine then worked as a Vice President at Fleet Bank, focusing on Corporate Trust and Municipal clients within the Investment Management division. Joining Brighton Financial Planning initially as a Lead Financial Planner, Lorraine transitioned to become a Wealth Advisor at Mercer Advisors after Brighton's 2023 acquisition. She is an active member of the Financial Planning Association and the New Jersey Chapter of the FPA's Women's Special Interest Group. Outside of work, Lorraine enjoys hiking, kayaking, reading, and spending time with family.

Steven is dedicated to helping individuals and families achieve their financial goals, now and in the future. With nearly two decades of experience in the financial planning field, Steven has developed a comprehensive understanding of how to best serve clients. His primary focus is on customizing wealth management solutions for high-net-worth individuals and executives. He works closely with clients to understand their unique objectives and to create a personalized holistic financial plan that aligns with their goals. He also helps in navigating complex financial situations such as estate planning, tax planning, and retirement planning. Steven believes that open communication and trust are key components of a successful advisor-client relationship, and he strives to build strong, long-term partnerships. In addition to being a Wealth Advisor, he's most proud of spending time with his wife and their two children.

Rafael began his career in the financial services industry in 2015. Prior to joining Mercer Advisors, he was a Financial Planning Intern while completing a degree in Financial Planning from William Paterson University. As a CERTIFIED FINANCIAL PLANNER ™ professional, Rafael focuses on building generational financial plans to guide clients up to and through retirement. Rafael has created a specialty in solutions for clients in structuring efficient repayment plans for student loan borrowers. Rafael and his wife reside in Wayne, New Jersey and enjoy spending time with their Corgi puppy, Cynthia.

Bryan began his career in 2005, as a financial advisor at Smith Barney. Prior to joining Mercer Advisors, he also worked at the New York Life Insurance Company, Guardian Life Insurance Company, and Northwestern Mutual, where he assisted advisors with financial planning and investment analysis. He has experience creating financial planning software and vetting money managers. Bryan graduated from Guilford College and the University of California-Riverside, with bachelor's and master's degrees, respectively. Bryan is a Certified Financial Analyst® (CFA®) charter holder and a CERTIFIED FINANCIAL PLANNER™ professional. He lives in Hoboken, New Jersey, with his partner and their Cavalier King Charles spaniel. In his spare time, you can find him riding nowhere, on a Peloton bike.

Tammy began her career in the financial services industry in 2006. Prior to joining Mercer Advisors, she worked at Amper Financial providing planning services to women in transition, specifically those recently emerging from divorce and widowed. Her experiences have provided her the skills to help individuals and families achieve their financial goals. Tammy graduated from Rider College with a degree in accounting. Tammy is also a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER^TM professional. She worked at Grant Thornton for nearly twelve years providing attest, review and compilation services to corporate clients. Tammy lives in South Brunswick, New Jersey with her husband and two daughters.

Amanda began her financial services career in 1988, providing executive support to a Department Head and Managing Director at The First Boston Corporation. Following the merger to Credit Suisse First Boston, the Managing Director moved to Solomon Brothers and Amanda was offered and accepted a department management position. She has held several senior corporate and individual client and administrative managerial roles within Solomon Brothers, Solomon Smith Barney, Inc., Citigroup, and Traust Sollus Wealth Management bringing with her a wealth of knowledge in client and advisor services. Amanda has worked in many roles of the financial industry giving her a wide vision of the industry and client needs. She enjoys running and leading women’s conferences and groups, and traveling and spending time with her family.

Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.

John is a seasoned financial professional with a passion for helping clients achieve their long-term financial goals. With over three decades of industry expertise, he has devoted himself to delivering comprehensive financial planning and investment management solutions. John has an MBA in Finance from the University of Tampa and completed his bachelor's at Rutgers University. He started his career at Raymond James & Associates, where he held various pivotal roles, including Director of Marketing & Client Service at Awad Asset Management, Regional Vice President at Heritage Asset Management, and Director of Corporate New Business Development within the Investment Banking Group. John later joined Mutual of America as Senior Vice President and Invesco as Senior Director and Client Portfolio Manager in the Quantitative Strategies Group. In 2010, John founded Brighton Financial Planning before integrating with Mercer Advisors in 2023 following its acquisition. John spends his free time in the gym, on the golf course, at the beach, or traveling with his family.