Stephanie Moersfelder is a CFP® professional with 11 years of industry experience, currently advising at Mercer Global Advisors Inc. in Bend, OR. Her prior work includes roles at Impax Asset Management, ALPS Distributors, and Wells Fargo. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services encompassing investment management, financial planning, and family office services. The firm employs a Modern Portfolio Theory-based approach that emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles.

John Swanson is a financial advisor at Mercer Global Advisors Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at Hightower and Sheppard Wealth Management, LLC. Outside of his advisory role, he serves as a strategic advisor for SeeOnMe, an AI fashion technology platform. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

David Stuehling is a financial advisor at Mercer Global Advisors Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Integrated Wealth Concepts LLC and Ameriprise Financial Services, Inc. Stuehling is also a licensed insurance producer. 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 utilizes a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options and related financial services.