Jonathan graduated cum laude from Westmont College, with dual degrees in political science, economics and business. He earned his MBA from Western Governor's University and holds CFP®, ChFC®, and CPWA® certifications. Prior to joining Mercer Advisors, in 2013, Jonathan gained experience in a variety of fields, including education, law, sales, and construction management. Jonathan is a good teacher, an excellent listener, and a great coach. He is unconditionally committed to serving his clients with integrity.

Emi has close to 20 years of experience in the financial services industry, all with Mercer Advisors. In taking clients through the financial planning process, she places the client's life at the center. Drawing from her life coach training, Emi takes time to get to know a person, and learn what financial peace of mind looks like to them. Then in participation with the client, she finds an optimized financial solution for each unique situation. Emi also emphasizes education and coaching to increase a client's confidence in taking charge of their financial wellbeing.

Emi is an active member in Mercer Advisors' InvestHERs initiative, which focuses on helping to serve the specific needs of women and to increase their representation at the firm. Emi graduated from the University of California, Santa Barbara, with a degree in Business Economics and Accounting.

Yvonne began her career in the financial services industry in 1990. She worked in the brokerage industry prior to joining Mercer Advisors. Yvonne worked as a bond trader, managing the firm’s fixed income investments before her promotion to Client Advisor. She graduated from the University of California. Yvonne lives in Solvang, California with her husband and two daughters.

Kelly is passionate about helping his clients achieve Economic Freedom^TM. He has been providing comprehensive financial planning to his clients since 1988. Kelly graduated from California Polytechnic State University with a degree in Human Development. As a member and past president of the Santa Barbara Chapter of the Financial Planning Association, and member of the Santa Barbara Estate Planning Council, he is committed to the further development of his profession. Kelly has been a California Life Agent.

Justin began his career in the financial services industry in 2013. He has a passion for helping families and individuals navigate financial decisions and achieve Economic Freedom. He is a CERTIFIED FINANCIAL PLANNER^™ professional, holds a FINRA Series 65 license, and is a member of the Financial Planning Association. Justin graduated with honors from the University of Nevada, Reno, with a degree in Finance and currently lives in Santa Barbara.

Jeff began his career in the financial industry in 2014. His experience of managing client portfolios and trading equity and fixed income products in Investment Operations for Mercer Advisors for three years and obtaining his Certified Financial Planner^TM certification was a catalyst for him to transition into client services. Jeff graduated from the University of California, Santa Barbara. Prior to joining Mercer Advisors, he served as a firefighter and managed investment portfolios for a small group of friends and family. Jeff also holds the FINRA Series 65 license.

Stefani began her career in the financial services industry in 2013 as an investment operations specialist processing daily operations tasks such as distributions, account maintenance items, and transfers. She quickly transitioned to supervising, overseeing these daily operations and serving as a liaison between advisors and custodians. In July of 2018, Stefani transitioned to client services. She is currently a financial planner, and she loves partnering with clients to implement their financial plan and reach their goals. She graduated from the University of California, Santa Barbara where she received a Bachelor's degree in Psychology. Stefani is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license.

John began his career in financial services with a national broker-dealer and joined Mercer Advisors in 2022. He is passionate about helping successful professionals, entrepreneurs, and families create, preserve, and grow their wealth. John focuses on investment management, tax mitigation, wealth transfer, and charitable giving.

As a financial professional with an MBA from the UCLA Anderson School of Management, he also serves as Co-Trustee of the Voralik Family Trust and brings over 20 years of relationship management expertise from the entertainment industry. John received his Bachelor's degree from Westmont College in Economics & Business and holds the Series 66 and CA Insurance licenses. He and his wife live in Sierra Madre where he coaches their son's little league team and enjoys their many family adventures.

Brittany began her career in finance at Goldman Sachs and worked in Private Wealth Management in their Los Angeles, San Francisco and New York offices. There she was able to advance her client service skills providing elevated support to high-net-worth individuals and families with their financial management. She brings that same level of expertise to her clients at Mercer Advisors by providing proactive and efficient support. Brittany earned a Bachelor of Arts in Liberal Studies with a concentration in Special Education from California State University, Northridge. Brittany enjoys the beach, the Los Angeles Dodgers, and binging the latest Netflix series with her husband and their cat.

Sydney began her career in the financial services industry in 2011. Prior to joining Mercer Advisors, she held various client service positions at JP Morgan Chase, gaining valuable industry knowledge. Sydney joined Mercer Advisors to continue pursuing her passion for delivering superior client service. She graduated from Westmont College in Santa Barbara, CA, with a degree in Economics and Business.