We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
Bennet Thonakkara
Sr. Wealth Advisor, Director
Bennet Thonakkara
Sr. Wealth Advisor, Director
CPA, CFA®
Bennet joined Mercer Advisors as part of the Regent Wealth Management acquisition. He was Managing Director at Regent Wealth where he focused on financial planning strategies and investment management. He previously worked at Wood Creek Capital/Barings, in their Alternative Investments and Real Assets Group. Prior to that he worked in the business assurance and advisory arm of PricewaterhouseCoopers. Bennet has a B.S. in Accounting from the University of Pretoria, South Africa, and an M.S. in Accounting from the University of Connecticut. He is a Chartered Financial Analyst (CFA®) and a Certified Public Accountant (CPA). He has lived in many parts of the world and currently lives in Connecticut with his family.
Eric Anderson
Sr. Wealth Advisor
Eric Anderson
Sr. Wealth Advisor
Eric began his career in the financial services industry in 1996. Prior to joining Mercer Advisors, he worked at State Street Global Advisors, Morgan Stanley, and State Street Bank & Trust providing a broad array of financial services to both high-net-worth individuals and institutional clients. Most recently, Eric was a vice president/regional consultant at State Street Global Advisors. He graduated from Ohio Wesleyan University with a Bachelor of Arts in Economics Management, holds the FINRA Series 66 License, and is a CERTIFIED FINANCIAL PLANNERTM professional. Originally from the Hartford, CT area, Eric now resides in Massachusetts, with his wife and son. In his spare time, he enjoys relaxing with family and friends, walking the dog, and playing basketball.
Roain Saunders
Wealth Advisor
Roain Saunders
Wealth Advisor
Roain started his career in the financial services industry in 2016 as an associate advisor at a comprehensive and tax planning wealth management firm in New York City. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Roain graduated from Alfred State – SUNY College of Technology with a bachelor’s degree in Human Services Management, where related areas of study include: psychology, behavior, counseling and business management. He went on to earn a Master of Science degree in Personal Financial Planning from Texas Tech University. Roain is passionate about serving others and helping them achieve their goals, so they can worry less and live a more fulfilling life.
Charlene Maruska
Regional Service Manager
Charlene Maruska
Regional Service Manager
Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors’ acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.
Monica Delsanto
Sr. Client Service Specialist
Monica Delsanto
Sr. Client Service Specialist
Monica began her financial career in 2007 at Regent Wealth Management Group where she handled a variety of client service, operations, and compliance-related responsibilities. When Regent was acquired by Mercer Advisors in 2019, Monica transitioned into her current role of Client Associate. Monica received her Bachelor of Arts degree in Legal Studies from Quinnipiac University.
Pamela Greene
Sr. Client Service Specialist
Pamela Greene
Sr. Client Service Specialist
Pam joined Pinnacle Investment Management in 2012, which was acquired by Mercer Advisors in 2018. She brings over fifteen years of customer service and marketing experience. Pam received her Bachelor of Science degree from DeSales University. She lives in Simsbury, Connecticut with her husband Mike and daughter Kayla. In her free time, she enjoys gardening and traveling.
Carynna Mott
Client Service Specialist
Carynna Mott
Client Service Specialist
Carynna cherishes helping people and providing comprehensive support. Her passion lies in empowering others to achieve financial well-being towards a more secure and confident future. Carynna is a proud graduate of the University of Connecticut. There she earned a bachelor's degree, double majoring in Economics and Psychology with a specialized focus on consumer psychology. Carynna also plans to earn the CERTIFIED FINANCIAL PLANNER™ certification to deepen her understanding of holistic planning and better serve clients. Beyond her professional endeavors, Carynna find joy in skiing, Pilates, yoga and exploring the outdoors with her pup through hikes and camping trips.
Bill Stadler
Client Service Specialist
Bill Stadler
Client Service Specialist
Brian Picariello
Managing Director
Brian Picariello
Managing Director
CPA/PFS, CFA
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.
Timothy Schmidt
Regional Vice President
Timothy Schmidt
Regional Vice President
For over 20 years, Timothy has been helping families, businesses, and institutions create better financial plans and investment outcomes. Prior to becoming Regional Vice President at Mercer Advisors, he held leadership roles at Wainwright Investment Counsel, TD Ameritrade, and Charles Schwab & Co. Timothy has a bachelor of liberal arts degree in social science and a master of liberal arts degree in finance from the Harvard University Extension School. He also holds the FINRA Series 65 license. Timothy lives in Lexington, Massachusetts, with his wife and two boys. He enjoys skiing, hiking, and reading about behavioral economics. He's a volunteer board member for the Lexington Education Foundation and Lexington High School Soccer Boosters, and a pro bono consultant for the Harvard Business School Association of Boston Community Action Partners.
Nadia Dubowyj
Wealth Strategist
Nadia Dubowyj
Wealth Strategist
CFP®, CFA, MST, MBA
With over 15 years’ experience in financial services, Nadia joined Mercer Advisors in January 2023. Before that, she worked as an advisor and a planner at several registered investment advisors and as a financial advisor at Merrill Lynch holding Series 66 securities license. She obtained her Bachelor of Science degree in business administration from the University of New Hampshire, her MBA from Bentley University, and her master’s in taxation from Northeastern University. She resides in Connecticut, where she enjoys sailing, running, and biking.
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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