Daniel Byrnes is a Series 66-licensed financial advisor with Mercer Global Advisors Inc. in Austin, TX, holding two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Barclays. 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 and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of investment vehicles and platforms.

Jack Kelley is a CFP®, CFA®, and holds a Series 66 license with five years of industry experience. He is currently with Mercer Global Advisors Inc. in Austin, TX, where he has worked since 2025. His prior experience includes roles at Dimensional Fund Advisors, Edward Jones, and Accenture, among others. 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 employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.