Alex has been providing comprehensive wealth management services to high net worth clients since 1993. Prior to joining Mercer Advisors, he was a principal at Argosy Wealth Management. He started his career working in investment banking with Morgan Stanley. Alex received his undergraduate degree from Harvard University and an MBA from the UCLA Anderson School of Management. He is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the Accredited Investment Fiduciary^® designation.

Steve is a veteran financial and investment advisor. Prior to joining Mercer Advisors, Steve was the founder and president of Berkson Asset Management, Inc. He holds Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER™ certifications and is an active member of the Financial Planning Association. Steve is also a Certified Public Accountant. His experience includes a management role with Touche Ross & Co., as well as being founder and president of the firm, Steven M. Berkson, CPA. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. A native of Buffalo, New York, Steve moved to California at an early age, He holds a Bachelor of Arts in Economics from UCLA, and a Master in Business Taxation from USC. Steve resides in Calabasas, California with his wife, Sherri.

Stewart began his wealth management career in 2008. He holds the FINRA Series 66 license and has CERTIFIED FINANCIAL PLANNER™ certification. As a Wealth Advisor, Stewart prioritizes client relationships, understanding client objectives, and delivering solutions and strategies, from the simple to the complex. In addition, he believes implementing a financial plan is essential for long-term success. Stewart received his bachelor of business administration degree from Texas Tech University and completed his MBA at New York University Stern School of Business. He grew up in Dallas, spent several years in Chicago and Kansas City, and now resides in Los Angeles. Stewart and his wife share a love for traveling, scuba diving, and excellent food. In addition, he enjoys sporting events and attends concerts regularly.

Lorenzo began his wealth management career in 2011. Prior to joining Mercer Advisors, Lorenzo worked at Polaris Wealth Advisory Group, where he advised clients on income and retirement planning, tax-sensitive asset-gifting, and other financial planning strategies. Lorenzo graduated from North Dakota State University, where he earned his Bachelor of Arts degree in communications. While attending North Dakota State University, Lorenzo played Division I basketball and football; he was a Summit League conference champion and an NCAA national basketball tournament participant. Lorenzo is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® certification. In his free time, Lorenzo enjoys playing sports, traveling, and spending time with his wife and daughter.

Rich began his career in wealth management in 2014. Prior to joining Mercer Advisors, he worked at a major insurance company as a Financial Planner. Rich holds a Bachelor of Science degree in Finance from California State University, Northridge. He is also a CERTIFIED FINANCIAL PLANNER^™ professional. Rich resides in Los Angeles and when not working likes to travel and enjoys riding his motorcycle.

Michael began his career in the financial services industry in 1998. Prior to joining Mercer Advisors, he was a financial consultant at TIAA, focused on improving his clients’ financial well-being and retirement readiness. He also held various positions assisting his clients to create comprehensive financial plans and recommending solutions to achieve their goals. He is a Los Angeles native who helps build sets for his daughter’s theater group, enjoys golfing, cooking and spending time with family in the San Fernando Valley. Michael graduated from San Diego State University with a Bachelor’s degree in Business Administration, Marketing. He holds his FINRA Series 66 License.

Brittany began her career in finance at Goldman Sachs working in private wealth management in their Los Angeles, San Francisco and New York offices. There she was able to hone her client service skills providing elevated support to ultra-high-net-worth individuals and families with their wealth management needs. She brings that same level of expertise to her clients at Mercer Advisors by providing proactive and seamless 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 streaming series with her husband and their cat.

Jose has always been driven by a passion for investing. After graduating in 2018 with a BS in business management, he wasted no time immersing himself in the financial services industry. Jose began as a Client Specialist at Midtown Financial Advisors in Greensboro, North Carolina, where he honed his skills in client service. Dedicated to learning and growth, he earned a master's degree in business administration from High Point University in 2020. He then joined Vanguard in Charlotte as a High-Net-Worth Client Case Representative, demonstrating a keen ability with complex financial matters. In pursuit of new opportunities, Jose relocated to Los Angeles and joined Mercer Advisors as a Client Service Specialist, helping clients navigate their financial journeys. Outside of the office, Jose has always maintained a strong connection with sports, coaching U4 and U5 YMCA soccer teams and instilling values of teamwork and sportsmanship in young minds. He loves watching professional basketball, baseball, hockey, futbol (soccer), American football, and UFC.

Matt started working at Mercer Advisors in 2002 and has been helping clients chart their financial future and make important decisions that affect all aspects of their wealth. As Managing Director for the Los Angeles and Central California region, he oversees 5 wealth management offices, serves on the Senior Leadership Team, and is an advisor to the firm's high net worth clients. Matt received his degree in Economics and Business from Westmont College. He is active in the local chapter of the Financial Planning Association, serves on the Board for the Page Youth Center, and is a volunteer for the local AYSO club. He lives in Santa Barbara with his wife and their three children.

Jonathan began his career in the financial services industry in 1994. Prior to joining Mercer Advisors, he was a director of wealth management at Polaris Wealth Advisory Group. Jonathan is a former division 1 athlete and served as a college head coach. He's a big-picture communicator and dream caster who excels at motivating others to be proactive about accomplishing their dreams and goals. Jonathan earned a bachelor's degree in English literature at The Citadel and accepted a commission in the U.S. Army (infantry) upon graduation. He's also a Gulf War veteran. In his spare time, Jonathan can be found shivering in the lineup at First Point in Malibu, waiting for the next set of waves.

Jeff began his career in the financial services industry in 1979, serving institutional and high-net-worth clients. His past professional experiences include institutional securities sales, fixed income bond trading, and managing the institutional brokerage unit at Union Bank and UnionBanc Investment Services. Jeff graduated from the University of Illinois with a degree in Finance, earned his MBA from Pepperdine University, and holds the FINRA Series 65 License. He is the published author of “Investing in Money Market Securities”.

Nicholas began his career in the financial services industry in 2019 and brings 10 years of sales, marketing, and customer services experience to the team. He was born and raised in Michigan and earned his bachelor’s degree from Oakland University. Nicholas focuses on elite customer service and works every day to make sure you reach your financial goals. In his free time, he enjoys playing sports, coaching basketball, and traveling. Nicholas holds the Series 65 License.