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Christopher B
CFP®, Series 66
Atlanta, GA
Mercer Global Advisors Inc.
Christopher Blackmon is a CFP® with 12 years of industry experience currently serving at Mercer Global Advisors Inc. in Atlanta, GA. He previously worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Blackmon is also part-owner and manager of Biggers Blackmon LLC, where he provides tax planning and preparation services. Mercer Global Advisors offers investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and provides a range of implementation options including ETFs and separate accounts.
Hunter B
CFP®, Series 66
Oklahoma City, OK
Mercer Global Advisors Inc.
Hunter Brown is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Mercer Global Advisors Inc., having previously worked at Full Sail Capital, LLC, Equitable Advisors, and several energy sector firms. Brown’s background includes roles in both financial services and the energy industry. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.
Todd L
Series 63, Series 66
Dallas, TX
Mercer Global Advisors Inc.
Todd Laluzerne is a financial advisor at Mercer Global Advisors Inc. based in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Amerivest Investment Management LLC, TD AMERITRADE Inc., Rockgate Financial Partners, and Royal Alliance. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is grounded in Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options such as ETFs, mutual funds, and separate accounts.
Elizabeth G
CFP®
Macon, GA
Mercer Global Advisors Inc.
Elizabeth Gossett is a CFP® professional with three years of industry experience, currently advising at Mercer Global Advisors Inc. in Macon, GA. Prior to joining Mercer Global Advisors, she worked at Day & Ennis, LLC and Edward Jones. Outside of her financial advisory role, she is independently involved as an OPTAVIA Coach, assisting clients with health and weight loss plans. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers specialized services including retirement plan consulting and charitable advisory.
Xinyi C
CFP®, Series 65
Walnut Creek, CA
Mercer Global Advisors Inc.
Xinyi Cresci is a CFP® and Series 65 credentialed advisor with nine years of industry experience. She has worked primarily at Mercer Global Advisors Inc., with prior experience at Hewins Financial Advisors, LLC and Team Hewins, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, supported by various implementation options and a range of affiliated service lines.
Patrick C
CFP®, Series 65
San Diego, CA
Mercer Global Advisors Inc.
Patrick Comer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Epstein and White Financial LLC and Epstein and White Retirement Income Solutions, LLC. He is a trustee of a revocable trust that invests as a limited partner in real estate equity and lending funds. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, and it offers specialized services including retirement plan consulting and charitable advisory.
Nicole M
CFP®, Series 65
Dallas, TX
Mercer Global Advisors Inc.
Nicole Mosley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. Her prior experience includes seven years at Marc Hill, CPA, before joining Mercer in 2018. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory approach with globally diversified portfolios, using low-cost index vehicles and multi-factor tilts, and offers various implementation options alongside financial and retirement planning, tax support, and estate-planning coordination.
Jeffrey B
Series 63, Series 65
Belvedere, CA
Mercer Global Advisors Inc.
Jeffrey Blum is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Funds Distributors from 2016 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing.
Lauren H
CFP®
Waltham, MA
Mercer Global Advisors Inc.
Lauren Higgins is a CFP® with 15 years of industry experience. She has worked at O'Brien Wealth Partners LLC since 2006 and joined Mercer Global Advisors Inc. in 2025. O'Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm emphasizes capital preservation and diversification in its investment approach, utilizing mutual funds, exchange-traded funds, and other strategies guided by an investment committee.
Marc N
Series 63, Series 66
Scottsdale, AZ
Mercer Global Advisors Inc.
Marc Normann is a financial advisor with Mercer Global Advisors Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Mercer Global Advisors since 2017 and previously at Scottrade from 2014 to 2016. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs, mutual funds, and separate accounts.
Robert R
CFP®, Series 63
Covington, LA
Mercer Global Advisors Inc.
Robert Reed Jr. is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He worked at Personal Financial Advisors, LLC for 37 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.
Samantha H
CFP®
Dallas, TX
Mercer Global Advisors Inc.
Samantha Hoover is a CFP® professional with experience at Mercer Global Advisors Inc. since 2024 and prior roles including positions at AGIS Network and Northwestern Mutual. She is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.
Karrie S
CFP®, Series 65
Portland, OR
Mercer Global Advisors Inc.
Karrie Spencer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Portland, OR. Her prior experience includes seven years at Fisher Investments before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios implemented through a mix of ETFs, index funds, separate account managers, and other investment vehicles.
Amy B
CFP®, Series 65
Raleigh, NC
Mercer Global Advisors Inc.
Amy Boyd is a CFP® professional with eight years of industry experience. She has worked at Mercer Global Advisors Inc. since 2022 and previously was with Wrenn Financial Strategies, Inc. and operated as a self-employed advisor. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of implementation options and emphasizing tax management and regular rebalancing.
Keith W
CFP®, Series 65
Evington, VA
Mercer Global Advisors Inc.
Keith Wayne is a CFP® and Series 65-licensed financial advisor with Mercer Global Advisors Inc. in Evington, VA, bringing six years of industry experience including prior work in education at Campbell County Public Schools. He has been with Mercer Global Advisors since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers client education, specialized advisory services, and integrated affiliated platforms.
Howell H
Series 63, Series 65
Charlotte, NC
Mercer Global Advisors Inc.
Howell Hallett II is a financial advisor with Mercer Global Advisors Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Kingfisher Capital, LLC and Stonecrest Capital Markets Inc. Outside of his advisory work, he holds a North Carolina Life Insurance License through Simplicity AFG and manages billing dues for The Bull Investment Club. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles, with additional services such as financial planning, retirement consulting, and estate-planning coordination.
Zachary G
CFP®
Franklin, TN
Mercer Global Advisors Inc.
Zachary Giltner is a CFP® affiliated with Mercer Global Advisors Inc. in Franklin, TN, with one year of industry experience. His prior roles include positions at Abound Wealth Management, Community Services Financial Bank, and Baird. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through various methods, including low-cost ETFs, index funds, and separate account managers.
Abby C
CFP®
Newberg, OR
Mercer Global Advisors Inc.
Abby Crother is a CFP® professional at Mercer Global Advisors Inc. in Newberg, OR, with experience beginning in 2022. Prior to joining Mercer, Abby attended Westmont College and completed her education in 2019. Mercer Global Advisors serves individuals, families, and institutions with investment advisory, retirement plan consulting, and specialized financial services. The firm utilizes a diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio options alongside integrated tax, estate, and family office services.
Nour A
CFP®, Series 63, Series 66
Denver, CO
Mercer Global Advisors Inc.
Nour Alkayali is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, Nour worked at Charles Schwab & Co. for 17 years. Outside of financial advising, Nour is involved in elderly care through caretaker roles at two related businesses, 1st Call to Care, LLC and Care On Call Colorado, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and tax and estate-planning support.
Ethan K
Series 65
Meadville, PA
Mercer Global Advisors Inc.
Ethan Klie is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Kinley Carter Wealth Services and attended Grove City College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach utilizes Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and other investment vehicles.
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