Matthew Siegel is a CFP® with 15 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Commonwealth Financial Network, Spectrum Financial Partners, and Woodbury Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost funds, separate account managers, and private funds, and offers various packaged programs alongside educational content and specialized client services.

Francis Piccolo is a CFP®-certified financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, and has three years of industry experience. He previously worked at Key Investment Services and U.S. Bank before joining Mercer Global Advisors. 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 employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other investment vehicles, while also offering specialized services such as retirement plan consulting and charitable advisory.

Frances Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA. Her entire professional career has been with Mercer Global Advisors. 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 and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Jason Kronstad is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 65 credential and has previously worked at Parametric Portfolio Associates, M Financial Group, and served in academic roles at Purdue University and the University of Washington. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized programs and educational content.

Alexa Willis is a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, holding CFP® and Series 65 credentials with 10 years of industry experience. Her career has been exclusively with Mercer Global Advisors since 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 follows a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Duncan Wilk is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2014. He holds the Series 66 designation and is based in Bellevue, WA. 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-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Thomas Keeney is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2017 and previously spent three years at Blue Moon Wealth Advisory. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios, utilizing low-cost index vehicles and tax management where appropriate.

Brandon White Szep is a financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, holding a Series 65 credential and one year of industry experience. His prior experience includes roles at Pekin Hardy Strauss and Brighton Jones LLC, as well as several years at Best Buy Co. Inc. before entering the financial advisory field. 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 is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Tarek Mcalee is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2021 and previously spent 15 years with Joslin Capital Advisors and 11 years with KMS Financial Services, Inc. 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 with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.