Meet Your Team

Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, CERTIFIED FINANCIAL PLANNER™ professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

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  • Advisors & Planners
  • Estate & Tax Planning
  • Leadership
Brian Abatemarco

Brian Abatemarco

Regional Sales Associate

John Abrahamson

John Abrahamson

Client Advisor and Principal Emeritus

Candace Abrams

Candace Abrams

Client Associate

Adela Africano

Adela Africano

Client Associate

Kenneth Ajello

Kenneth Ajello

Associate Planner

Greg Alger

Greg Alger

Unique Asset Manager

Brooks Allen

Brooks Allen

Client Associate

Robin Allis

Robin Allis

Team Manager, Client Solutions Team

Jerilyn Alport

Jerilyn Alport

Client Associate

Linda S. Ames Lyons

Linda S. Ames Lyons

Associate Advisor

Eric Anderson

Eric Anderson

Client Advisor and Branch Manager

Stephanie Anderson

Stephanie Anderson

Client Advisor

Trey Anderson

Trey Anderson

Client Associate

Heather Aragona

Heather Aragona

Client Associate

Rafael Arellano

Rafael Arellano

Client Advisor

Bobby Arenivas

Bobby Arenivas

Associate Advisor

David Askew

David Askew

Client Advisor and Branch Manager

Meagan Blazier

Meagan Blazier

Client Associate

Jennifer Baick

Jennifer Baick

Client Advisor

Alexander Baker

Alexander Baker

Client Associate

Logan L. Baker

Logan L. Baker

Vice President, Estate Planning

Rick Baran

Rick Baran

Client Advisor

Jeremiah H. Barlow

Jeremiah H. Barlow

Executive Vice President, Head of Family Wealth Services

David Barton

David Barton

Vice Chairman, M&A Leader

Stephen Bauer

Stephen Bauer

Client Solutions Representative

Andrew Beck

Andrew Beck

Regional Sales Associate

Colin A. Bell

Colin A. Bell

Client Advisor

Bill Berg

Bill Berg

Senior Vice President, Senior Portfolio Manager

Bryan Bielawski

Bryan Bielawski

Client Advisor

Christopher Blakely

Christopher Blakely

Financial Planner

Jamie Block

Jamie Block

Client Advisor and Branch Manager

Matthew R. Bohrer

Matthew R. Bohrer

Client Advisor and Regional Director

J.J. Boot

J.J. Boot

Client Associate

Chuck Breuch

Chuck Breuch

Client Advisor

Jack Bruno

Jack Bruno

Client Associate

Rebekah Burns

Rebekah Burns

Financial Planner

Alexis Bustillos

Alexis Bustillos

Legal Assistant

Andrew Caceres

Andrew Caceres

Tax Manager

Chanelle Van Pelt

Chanelle Van Pelt

Associate Planner

Yisen Cai

Yisen Cai

Client Advisor

Donald Calcagni

Donald Calcagni

Chief Investment Officer

Nicholas Campbell

Nicholas Campbell

Client Advisor

Brandon Capicotto

Brandon Capicotto

Client Associate

Heather Jenkins Capps

Heather Jenkins Capps

Associate Advisor

John Carney

John Carney

Client Advisor

Laura Carrasco

Laura Carrasco

Tax Manager

Jessica Caruso

Jessica Caruso

Client Advisor and Branch Manager

José Castañeda

José Castañeda

Client Solutions Representative

Amanda Caster

Amanda Caster

Client Associate

Karla Castillo

Karla Castillo

Client Associate

Alexandra Chambers

Alexandra Chambers

Estate Planning Attorney

Kenneth Chavis IV

Kenneth Chavis IV

Financial Planner

Marie Chao

Marie Chao

Client Advisor

Grace Chyun

Grace Chyun

Client Associate

Angel Colon

Angel Colon

Client Advisor

Laura Combs

Laura Combs

Managing Director

Kristen Comeau

Kristen Comeau

Regional Sales Associate

Matt Cook

Matt Cook

Client Advisor and Regional Director

Tammy Cooper

Tammy Cooper

Financial Planner

Lisa Corboy

Lisa Corboy

Senior Client Associate

Nancy Coumou

Nancy Coumou

Client Advisor

Sarai Covell

Sarai Covell

Client Associate

Jojo Cresci

Jojo Cresci

Client Advisor

Steven Crevar

Steven Crevar

Associate Advisor

Andrew Crim

Andrew Crim

Associate Planner

Laura Cuber

Laura Cuber

Client Advisor

Christopher Currin

Christopher Currin

Client Advisor

Jenna Elliott

Jenna Elliott

Managing Attorney, Estate Planning

Tyler Davis

Tyler Davis

Senior Tax Advisor

Ann de Zeeuw

Ann de Zeeuw

Client Associate

Steven J. Deceuninck

Steven J. Deceuninck

Client Advisor

Josh DeForest

Josh DeForest

Client Advisor and Regional Director

Monica Delsanto

Monica Delsanto

Client Associate

Elizabeth B. deSousa

Elizabeth B. deSousa

Client Advisor

David DeVita

David DeVita

Client Advisor

Kevin Dillon

Kevin Dillon

Regional Vice President

Justin Do

Justin Do

Associate Planner

Laura Dominguez

Laura Dominguez

Client Associate

Mark Doran

Mark Doran

Senior Tax Director

Stevan Downs

Stevan Downs

Senior Tax Advisor

Alexander Doyle

Alexander Doyle

Financial Planner

Kara Duckworth

Kara Duckworth

Client Advisor and Managing Director of Client Experience

Renée Egelski

Renée Egelski

Client Advisor

Samantha Elder

Samantha Elder

Director of Human Resources

Michelle Elia

Michelle Elia

Client Associate

Mathew Encino

Mathew Encino

Vice President - General Counsel

Daniel Epstein

Daniel Epstein

Director, Income Tax

G. Merrick Estes, Jr.

G. Merrick Estes, Jr.

Regional Vice President

Susan Evans

Susan Evans

Client Associate

Doug Fabian

Doug Fabian

Executive Vice President

Mark Falamoun

Mark Falamoun

Client Associate

Devin Farrow

Devin Farrow

Regional Vice President

Stephanie Fernandes

Stephanie Fernandes

Financial Planner

Joshua Fitch

Joshua Fitch

Tax Manager

William Flanders

William Flanders

Client Associate

Gale Flores

Gale Flores

Tax Advisor

Haana Frank

Haana Frank

Client Associate

Geoffrey Franklin

Geoffrey Franklin

Client Advisor

Danielle Frazier

Danielle Frazier

Client Associate

David E. Gardner

David E. Gardner

Vice President and Senior Client Advisor

Mendim Gecaj

Mendim Gecaj

Financial Planner

Jacob Gee

Jacob Gee

Client Associate

Susy Gibo

Susy Gibo

Regional Sales Associate

Mark S. Germain

Mark S. Germain

Managing Director

Douglas Gilbert

Douglas Gilbert

Regional Vice President

Merideth Gillis

Merideth Gillis

Client Associate

Vince R. Gimarelli

Vince R. Gimarelli

Managing Director

Melissa Gioielli

Melissa Gioielli

Tax Advisor

Nicole Gobel

Nicole Gobel

Client Advisor

Chris Graf

Chris Graf

Regional Vice President

Pamela Greene

Pamela Greene

Client Associate

Melanie Guhit

Melanie Guhit

Associate Advisor

Fanny Guo

Fanny Guo

Client Advisor

Josh Gustafson

Josh Gustafson

Head of Client Service

Ben Gyulambaryan

Ben Gyulambaryan

Financial Planner

Claire Hahn

Claire Hahn

Client Associate

David Haman

David Haman

Client Advisor

Mary Hamshou

Mary Hamshou

Client Associate

Marzena Hanek

Marzena Hanek

Senior Client Associate

Frederick M. Hanish

Frederick M. Hanish

Client Advisor

Ross Hasek

Ross Hasek

Client Associate

Jesse Haverstock

Jesse Haverstock

Client Advisor

Catherine Heimer

Catherine Heimer

Client Associate

Michael Henry

Michael Henry

Chief Financial Officer

Lisa Hensley

Lisa Hensley

Client Associate

Carlos Hernandez

Carlos Hernandez

Financial Planner

Tom Herzing

Tom Herzing

Client Advisor

Alan C. Hewitt

Alan C. Hewitt

Client Advisor

Alan E. Hewitt

Alan E. Hewitt

Client Advisor and Branch Manager

Ashlee Chu Hewitt

Ashlee Chu Hewitt

Tax Advisor

Josette Hewitt

Josette Hewitt

Tax Manager

Sarah Howard

Sarah Howard

Client Associate

Li Huang

Li Huang

Client Associate

Nancy R. Hudak

Nancy R. Hudak

Senior Client Associate

Barry Hyman

Barry Hyman

Regional Vice President

Peter Ip

Peter Ip

Client Advisor

Kevin Jack

Kevin Jack

Client Advisor and Regional Director

Rodney James

Rodney James

Client Advisor

Magdanny Jara

Magdanny Jara

Tax Advisor

Kevin Jimeno

Kevin Jimeno

Client Associate

Michael W. Johns

Michael W. Johns

Client Advisor

Gabrielle Joiner

Gabrielle Joiner

Client Associate

Renée Judycki

Renée Judycki

Client Advisor

Jeff Kacal

Jeff Kacal

Client Advisor

Korina Kaio-Maddox

Korina Kaio-Maddox

Client Associate

Tim Kallas

Tim Kallas

Regional Vice President

Drew Kanaly

Drew Kanaly

Client Advisor and Chairman Emeritus Kanaly Trust

Kiley M. Kastl

Kiley M. Kastl

Client Associate

Jeff Katz

Jeff Katz

Regional Vice President

Ben Kautz

Ben Kautz

Managing Director

Thomas Keeney

Thomas Keeney

Client Advisor

David Kerber

David Kerber

Client Advisor and Branch Manager

Kristen Kestel

Kristen Kestel

Client Advisor

Sam Khan

Sam Khan

Regional Vice President

Ron Kibbe

Ron Kibbe

Client Advisor

Sydney Kirkes

Sydney Kirkes

Senior Client Associate

Stefani Kohler

Stefani Kohler

Associate Planner

Alise Kraus

Alise Kraus

Client Advisor and Branch Manager

Shishun Kryskalla

Shishun Kryskalla

Client Associate

Kristofer Lachapel

Kristofer Lachapel

Client Associate

Nicholas Ladaga

Nicholas Ladaga

Client Associate

Todd LaLuzerne

Todd LaLuzerne

Regional Vice President

Kenneth J. Landgraf

Kenneth J. Landgraf

Client Advisor

Brett Landstrom

Brett Landstrom

Client Advisor

Joel Lange

Joel Lange

Client Advisor

Aaron Langston

Aaron Langston

Regional Vice President

Carl Larimore

Carl Larimore

Client Advisor and Branch Manager

Harmon Laurin

Harmon Laurin

Senior Vice President

Dedrick Lee II

Dedrick Lee II

Legal Assistant

Karen Lee

Karen Lee

Chief Marketing and Strategy Officer

Martine Lellis

Martine Lellis

Chief Talent and Business Solutions Officer

Becky Leslie

Becky Leslie

Client Associate

Marie Levinsky

Marie Levinsky

Client Associate

David H. Levy

David H. Levy

Client Advisor

Daniel Lime

Daniel Lime

Client Associate

Jeffrey Lokken

Jeffrey Lokken

Client Advisor & Branch Manager

Laura Madariaga

Laura Madariaga

Client Associate

Randy Magdaluyo

Randy Magdaluyo

Managing Director

Joseph Mah

Joseph Mah

Client Advisor and Branch Manager

Will Mannon

Will Mannon

Head of Sales

Jeffrey Marchiorlatti

Jeffrey Marchiorlatti

Regional Vice President

Charlene Maruska

Charlene Maruska

Client Associate

Matthew McCarthy

Matthew McCarthy

Senior Tax Advisor

Alice McDermott

Alice McDermott

Client Advisor

Daniel M. McDermott

Daniel M. McDermott

Client Advisor and Branch Manager

Judy McNary

Judy McNary

Senior Client Advisor and Special Projects

W. Thomas McNary

W. Thomas McNary

Client Advisor

William McNutt

William McNutt

Financial Planner

Adis Mehic

Adis Mehic

Client Advisor

Emily Meier

Emily Meier

Executive Assistant / EP Operations

Jesse Mignone

Jesse Mignone

Client Associate

Lisa J. Miller

Lisa J. Miller

Manager of Operations - First Ohio

Jeff Minc

Jeff Minc

Financial Planner

Glen Minton

Glen Minton

Regional Vice President

Phillip Miodowski

Phillip Miodowski

Client Associate

Bernadette Mitchell

Bernadette Mitchell

Client Associate

Jonathan Mitchell

Jonathan Mitchell

Client Advisor

Sandra Mitchell

Sandra Mitchell

Client Associate

Gabrielle Mollick

Gabrielle Mollick

Client Solutions Representative

Jeremy Moniz

Jeremy Moniz

Client Associate

Alec Montoya

Alec Montoya

Financial Planner

Kevin Monson

Kevin Monson

Client Associate

Patrick T. Moore

Patrick T. Moore

Client Advisor

Nicole Mosley

Nicole Mosley

Client Associate

Naeshia Mota

Naeshia Mota

Client Associate

Christopher S. Murphy

Christopher S. Murphy

Associate Planner

Dean R. Murray

Dean R. Murray

Client Advisor

Geoff Nelson

Geoff Nelson

Regional Vice President

William Nelson

William Nelson

Chief Compliance Officer

Andrew Neville

Andrew Neville

Estate Planning Attorney

Barry Newman

Barry Newman

Vice President, Senior Tax Advisor

Marc A. Normann

Marc A. Normann

Regional Vice President

Madeline I. Noveck

Madeline I. Noveck

Client Advisor

Jason O’Meara

Jason O’Meara

Financial Planner

Amanda O’Sullivan

Amanda O’Sullivan

Client Associate

Sarah Oliver

Sarah Oliver

Legal Assistant

Kelly Palmer

Kelly Palmer

Client Advisor

Neil Paolella

Neil Paolella

Client Advisor and Principal Emeritus

Vijay C. Patel

Vijay C. Patel

Client Advisor

William Perysian

William Perysian

Managing Director

Brian Picariello

Brian Picariello

Client Advisor and Regional Director

Frank Piccolo

Frank Piccolo

Client Associate

Renée Pichette

Renée Pichette

Associate Planner

Loren Pierson

Loren Pierson

Chief Operating Officer

Susan A. Crawford Pilon

Susan A. Crawford Pilon

Client Advisor

Melissa Pinkerton

Melissa Pinkerton

Client Advisor

Irina Polyakova

Irina Polyakova

Vice President, Senior Tax Advisor

Susan Portnoi

Susan Portnoi

Client Advisor

Bryan Powers

Bryan Powers

Regional Vice President

Paola Ramos

Paola Ramos

Client Advisor

Norinda Ray

Norinda Ray

Client Associate

Brendan Reidy

Brendan Reidy

Regional Vice President

Denise Rhodey

Denise Rhodey

Senior Client Associate

Kseniya Ribeiro

Kseniya Ribeiro

Client Associate

Colby Ripsam

Colby Ripsam

Client Associate

Steve Roberts

Steve Roberts

Client Advisor and Branch Manager

Carin Roman

Carin Roman

Financial Planner

Merry Rosadi

Merry Rosadi

Legal Assistant

Shane Rowan

Shane Rowan

Tax Advisor

Laura Rowley

Laura Rowley

Client Advisor

Kevin Russell

Kevin Russell

Client Advisor

James S. Ryan

James S. Ryan

Client Advisor

Elisha Sanchez

Elisha Sanchez

Senior Client Associate

Dane Sauer

Dane Sauer

Associate Advisor

Roain Saunders

Roain Saunders

Client Associate

Maeve Schmid

Maeve Schmid

Associate Planner

Navisha Sawh

Navisha Sawh

Client Associate

Lucas Schwaller

Lucas Schwaller

Regional Vice President

Steven Schwartz

Steven Schwartz

Client Advisor and Principal Emeritus

Alexis Scott

Alexis Scott

Client Associate

Emelyne Seh

Emelyne Seh

Client Associate

Paul Seidman

Paul Seidman

Regional Vice President

Nicholas Semko

Nicholas Semko

Managing Director

Justin Shane

Justin Shane

Financial Planner

Cary Shaw

Cary Shaw

Client Associate

Matthew W. Sheets

Matthew W. Sheets

Client Advisor

Mary Jean Short

Mary Jean Short

Client Associate

Frances Smith

Frances Smith

Associate Advisor

Tyler Smith

Tyler Smith

Client Advisor

Michael Snider

Michael Snider

Financial Planner

Jason Sobolik

Jason Sobolik

Financial Planner

Javier Solis

Javier Solis

Client Advisor

Lawrence Solomon

Lawrence Solomon

Client Advisor

Adam Stanowick

Adam Stanowick

Client Associate

Tiffany Stokes

Tiffany Stokes

Client Associate

Jamie Stone

Jamie Stone

Client Advisor

Doug Suhr

Doug Suhr

Regional Vice President

Brian Sullivan

Brian Sullivan

Client Advisor and Branch Manager

Phillip Swenson

Phillip Swenson

Associate Advisor

Gregory V. Taylor

Gregory V. Taylor

Regional Vice President

James Telfer

James Telfer

Client Associate

Tanya Thomasson

Tanya Thomasson

Senior Client Associate

Laura Thompson

Laura Thompson

Regional Sales Associate

Bennet Thonakkara

Bennet Thonakkara

Client Advisor and Branch Manager

Erik W. Thurnher

Erik W. Thurnher

Client Advisor

James Todd

James Todd

Client Advisor

Robert Toomire

Robert Toomire

Regional Vice President

Matthew Truckner

Matthew Truckner

Tax Advisor

Susan Travis

Susan Travis

Client Advisor and Branch Manager

Tracey Turko

Tracey Turko

Client Advisor and Regional Director

Louis Tzamalas

Louis Tzamalas

Client Associate

Emi Umezawa

Emi Umezawa

Client Advisor

Bethany VanDerMeid

Bethany VanDerMeid

Client Associate

Christopher Varney

Christopher Varney

Estate Planning Attorney

David Ventura

David Ventura

Associate Planner

Alan Weiss

Alan Weiss

Client Advisor and Principal Emeritus

Dave Welling

Dave Welling

Chief Executive Officer

James Werner

James Werner

Regional Sales Associate

Alexa Willis

Alexa Willis

Financial Planner

Duncan Wilk

Duncan Wilk

Regional Vice President

Gary Williams

Gary Williams

Client Advisor

Greg A. Willsey

Greg A. Willsey

Client Advisor and Branch Manager

Draysen Wilson

Draysen Wilson

Client Associate

Brandon Wissinger

Brandon Wissinger

Client Advisor

Yvonne Wood

Yvonne Wood

Client Advisor

Timothy Wylder

Timothy Wylder

Senior Vice President

Fred Xuereb

Fred Xuereb

Senior Client Associate

Joseph Young

Joseph Young

Client Advisor and Branch Manager

Al Zdenek

Al Zdenek

Executive Vice President

Desiree Zreik

Desiree Zreik

Tax Advisor

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