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.

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 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 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.

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.