Gerard Quinn is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at PrairieView Wealth Partners, Raymond James Financial Services, Merrill Lynch, and others. Quinn also serves as Head of Financial Planning at Focus Forward, providing outsourced financial planning support to RIA firms. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and uses a range of strategies including low-cost ETFs, index funds, and private funds.

Ross Anderson is a CFP® with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at Eaton Vance Management and Eaton Vance Distributors, Inc. 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, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and integrated affiliated service lines.

Daniel Maurer is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Mercer Global Advisors Inc. since 2018, with prior experience at Personal Capital Corporation. Mercer Global Advisors provides investment advisory and related 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 based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of implementation options from ETFs to private funds.

Brian Matlock is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Mercer Global Advisors since 2023, previously serving roles at Steward Wealth Management and TD Ameritrade Institutional. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, using diversified portfolios with low-cost ETFs, index funds, and other strategies, and offers specialized advisory, educational content, and integrated service lines across its enterprise.

Thomas Holland is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Fidelity Investments and held various roles within Fidelity's personal, workplace, and brokerage services. 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 globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Matthew Williams is a CFP® professional at Mercer Global Advisors Inc. with 26 years of industry experience. He previously worked at Northern Trust Securities, Inc., The Vanguard Group, Inc., and First Allied Securities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, supported by client education, specialized programs, and integrated service platforms.

Cristina Levin is a CFP® with Series 63 registration currently with Mercer Global Advisors Inc. She has prior experience at Mariner, Western International Securities, Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Mercer Global Advisors serves a diverse client base including 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, offering a range of portfolio management and financial planning services along with specialized tax and estate-planning support.

Nathan Luke is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Mercer Global Advisors Inc. and has previously been employed at firms including Merrill and Oxford Financial Group, Ltd. 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, estate planning, and family office services. The firm follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and direct indexing.

Courtney Eastlack is a financial advisor at Mercer Global Advisors Inc. with 30 years of industry experience. She previously worked at TIAA-CREF from 1994 to 2023. Outside of her advisory role, she provides executive coaching services through her consulting business, CKE Consulting, LLC. 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 and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other specialized strategies.

Patrick Wynne is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2021. His prior roles include positions at Epstein and White Financial LLC, Centaurus Financial Inc., and Tremblay Financial Services. Mercer Global Advisors provides investment advisory and planning services to a diverse client base that includes 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 focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies.

Connor Nagelvoort is a financial advisor at Mercer Global Advisors Inc. in Washington, DC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of advisory services including investment management, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, index funds, and other strategies, alongside client education programs and a broad suite of affiliated service lines.

Kevin Meyersburg is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley Smith Barney LLC and E*TRADE Capital Management LLC. Meyersburg was also the CEO and sole partner of Bark Break, LLC, a pet transport business that is currently inactive. 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, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and financial planning solutions.

Christian Vargas is a CFP® and Series 66-registered advisor with Mercer Global Advisors Inc. in Westport, CT, bringing three years of industry experience. His prior roles include time at Morgan Stanley Private Bank and Morgan Stanley. He serves as a Company Commander in the United States Army Reserve and is a board member of the finance committee for HfH Supportive Housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm emphasizes globally diversified portfolios using low-cost ETFs, index funds, and separate account managers, and provides specialized services including retirement plan consulting and charitable advisory.

Greta Ferguson is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working in various roles including at Mercer Global Advisors, Murraysmith, Inc., and educational institutions such as Boston College and Oregon Episcopal School. 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 nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and various implementation options.

Charles Recchion 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 Point Olema Capital Partners and Cambridge Associates LLC. 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 emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and implements investments through low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by a range of specialized programs and client education initiatives.

Roain Saunders is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Saunders worked at Joel Isaacson & Co., LLC and MitchellClark & Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios and provides various advisory and educational programs.

Matthew Crow is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at EP Wealth Advisors and TD Waterhouse Investor Services Inc. Mercer Global Advisors serves 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 based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

James Ryan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked for First Ohio Planning, LLC from 2007 to 2020. He is also the owner of First Ohio Planning, which provides life, disability, and long-term care insurance, and a part-owner of JSR Family Investments, a land development investment company. Mercer Global Advisors serves 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 based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a variety of implementation options and offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Korina Kaio Maddox is a financial advisor at Mercer Global Advisors Inc. in Portland, OR, holding a Series 65 designation with five years of industry experience. She previously worked at Sigma Investment Management Co before joining Mercer, where she has been employed since 2018. 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 employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with multi-factor tilts and a variety of investment vehicles including ETFs, index funds, and private funds.

Parker Landolf is a CFP® professional at Mercer Global Advisors Inc. with one year of industry experience. His background includes multiple roles at Mercer Global Advisors and prior work at Round Hill Country Club and the University of Redlands. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios and utilizes a variety of investment vehicles including ETFs, index funds, separate account managers, and private funds.