Bemelda Bragado is a Series 65-licensed advisor at Mercer Global Advisors Inc. with 10 years of industry experience. She previously worked at SB Capital Management, Inc. for 11 years before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Ross Hasek is a financial advisor at Mercer Global Advisors Inc. in Richmond, VA, holding a Series 65 credential with two years of industry experience. He has been with Mercer Global Advisors since 2018, including roles spanning from 2018 to the present and prior to that at Virginia Tech. 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 globally diversified investment approach based on Modern Portfolio Theory, using a variety of portfolio management solutions and emphasizing tax management and multi-factor tilts.

Alexander Krenek is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation. He has experience at Mercer since 2026 and previously worked at CAPTrust and Southern Wealth Management. Prior to his advisory career, he was affiliated with LMU Loyola Law School and Santa Clara University. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and incorporates multi-factor tilts, low-cost index vehicles, and tax management strategies.

Laura Combs is a CFP®-certified financial advisor with 16 years of industry experience. She has worked continuously at Mercer Global Advisors Inc. since 2015. 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’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Austin Burks is a CFA® and Series 65-licensed financial advisor with four years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held positions at Full Sail Capital, LLC, Crestone Asset Management, LLC, and Pieces Technology. Outside of finance, he has worked in the food service industry and summer camp environments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing through a range of investment vehicles and specialized programs.

Michael Raidt is a CFP® professional with six years of industry experience, currently serving at Mercer Global Advisors Inc. in Cincinnati, OH. His prior roles include positions at The Asset Advisory Group, Inc., Shepherd Insurance, and Assured Partners. 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 investment approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options alongside financial and retirement planning services.

Robert Medvey is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Mercer Global Advisors in 2022, he worked at Benmark, Inc. for 27 years. 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 globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies with a focus on risk management and tax efficiency.

Bradley Mickelson is a CFA® charterholder with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Spectrum Advisors, Fisher Investments, and Barrow Hanley Global Investors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, low-cost index vehicles, and tax management.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Jack Kelley is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with Mercer Global Advisors Inc. in Austin, TX, having previously worked at Dimensional Fund Advisors, Edward Jones, and several other firms. 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, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and uses a range of implementation options such as ETFs, DFA mutual funds, and separate accounts.

Andrew Medders is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Kays Financial Advisory Corp., Strategic Advisers, Inc., and Fidelity Brokerage Services. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a range of investment vehicles and strategies.

Eric Frampton is a CFP® with 10 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior roles include positions at Fruitful and Fidelity, covering both personal and workplace advisory services and brokerage. 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 uses a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and private funds, complemented by client education and integrated service platforms.

Patricia Goodrich is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and six years of prior experience in orthodontics. She joined Mercer Global Advisors in 2024 and has been with the firm since. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Murphy Adriano Rhodes 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 Sohonet and Verizon Wireless. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Larry Ferguson is a CFP® with 23 years of experience in the financial services industry. He has worked at Mercer Global Advisors since 2021 and previously spent significant time with Quest Capital Management and Raymond James Financial Services. He is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other strategies, while also offering specialized programs and educational initiatives.

Thomas Sandt is a financial advisor with Mercer Global Advisors Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at TIAA-CREF, Academy Securities, First Trust Portfolios, and Citigroup Global Markets. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate accounts, and private funds.

Antonette Hayakawa is a financial advisor at Mercer Global Advisors with a Series 65 credential and two years of industry experience. She previously worked at SB Capital Management, Inc. and has diverse experience including roles outside finance such as at Toni's Garage Doors. SB Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, and acts as a general manager and investment adviser for multiple private equity and hedge funds.

Hunter Zick is a financial advisor with Mercer Global Advisors Inc. in Green Bay, WI. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Lion Street Financial, Raymond James Financial Services, PFSI Investment Inc., Primerica Financial Services, and positions outside finance at the University of Wisconsin Green Bay and Marathon Cheese Corp. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Mark Bachman is a CFA® charterholder with three years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Painted Porch Advisors, LLC, Celanese Corporation, and Textron. 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 emphasizes globally diversified, risk-appropriate portfolios using multi-factor tilts and low-cost index vehicles, along with comprehensive financial planning and consulting services.

Nicholas Campbell is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. He holds the CFP®, PFS™, and Series 66 credentials. His prior work includes positions at Ameriprise Financial Services, Inc. and Ernst & Young Investment Advisers LLP. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and employs globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds.