Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Adam Frinsco, CFP®, CMT, ChSNC®

Sr. Wealth Advisor

Austin, Houston

Adam Govani

Adam Govani, CFP®

Wealth Advisor

Adam Oliver Image

Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Adelaide Magee

Addy Magee, CFP®

Wealth Advisor

Boston – West

Alan Davis

Wealth Advisor

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alec Quaid, CFP®, CEPA®

Wealth Advisor

Denver – Greenwood Village, Jackson, Colorado Springs

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Alexis Dudley, CFP®, CAP®

Wealth Advisor

Alice McDermott

Alice McDermott, CFP®

Sr. Wealth Advisor

Alicia-Carinalli

Alicia Carinalli, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Alicia Chiamulera, CFP®

Wealth Advisor

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Anthony Lugo, CFP®, CEPA

Wealth Advisor

Anuska Kovalcheck

Anuska Kovalcheck, CFP®, EA

Wealth Advisor

Aubrey Keohane

Audrey Baker, CFP®, NSSA®

Wealth Advisor

Boston – West, Hingham

Austin-Lewis

Austin Lewis, JD, MBA, CFP®

Wealth Advisor

Denver – Greenwood Village

Barbara Rishel

Barbara Rishel, MBA

Sr. Wealth Advisor

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Melville, New York

Ready to get started?

Mercer Advisors Team

Explore More

Estate Planning

How To Keep Your Family Vacation Home in the Family

September 3, 2026

Retirement

Catch-Up Contributions 2026: What’s New for Savers

September 1, 2026

Retirement

Medigap vs. Medicare Advantage: Your 2026 Medicare Options

August 31, 2026

Continue Browsing