Bryan Bielawski is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Mercer Global Advisors, Inc. since 2018 and previously spent eight years at Traust Sollus Wealth Management, LLC. He is based in New York, NY. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Marcus Williams is a CFP®-certified financial advisor with 11 years of industry experience, currently with Mercer Global Advisors Inc. in New York, NY. His prior experience includes roles at Wells Fargo Advisors and Citizens Bank NA. Outside of his advisory work, he owns a consulting business that provides interview preparation and career advice to young professionals. Mercer Global Advisors offers 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 portfolios and utilizes a range of investment vehicles alongside financial planning, retirement consulting, and tax and estate planning support.

Benik Gyulambaryan is a CFP® and Series 65 registered advisor with eight years of industry experience. He has worked primarily at Mercer Global Advisors Inc., with prior experience at Novos Associates Planning Inc. 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 nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, supported by a range of implementation options and planning services.

William Rockett is a CFA® charterholder with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, he worked at Eaton Vance and Charles Schwab. He is an adjunct professor of finance and business ethics at Fordham University and teaches in the online MBA program at LaSalle University. 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 emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Tess Bradshaw is a CFP® professional with experience at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, she worked at Brown Advisory and Deloitte & Touche LLP. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit entities, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and a range of client education and specialized service offerings.

Edward Dunphy Jr. is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade, Inc. for 10 years before joining Mercer in 2021. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other 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, utilizing a range of implementation options including ETFs, mutual funds, and separate accounts.

Kalyani Gaur is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup and J.P. Morgan in various capacities. Mercer Global Advisors serves individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations by providing investment advisory and planning services. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment vehicles and planning solutions.

Paul Oliva is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Mercer Global Advisors Inc. in New York, NY, where he has worked since 2024, following prior roles at Geller Advisors LLC and KLS Professional Advisors Group, LLC. 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 based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Amanda Caster is a CFP® and holds a Series 65 license, currently with Mercer Global Advisors Inc. in New York, NY, where she has worked since 2019. She has prior experience at Hall Capital Partners and the University of Wisconsin-Madison. 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 emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, alongside comprehensive financial planning and retirement consulting.

Jesse Frehling is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Altfest Personal Wealth Management, Focused Wealth Management, Inc., and Securities America Inc. He is based in New York, NY. 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, utilizing a range of investment vehicles and offering both discretionary and non-discretionary management along with comprehensive financial planning and consulting services.

Kevin Moriarty is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Stifel Financial Corp and UBS. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor tilts, along with various portfolio management and planning services.

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.

Steven Crevar is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in New York, NY. His prior experience includes roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Comprehensive Capital Management, Inc. among others. 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 employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios, utilizing a variety of investment vehicles and maintaining public content programs and specialized affiliated service lines.

Mendim Gecaj is a CFP® and Series 65 credentialed advisor at Mercer Global Advisors Inc. with six years of industry experience. His career includes roles at Mercer Global Advisors and prior experience at Traust Sollus and Clarfeld. 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 based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.