Suzanne Daniel is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Mercer Global Advisors Inc. and has previously worked at My Legacy Advisors, LLC, Eagle Wealth Management, Inc., and United Planners Financial Services of America. She also holds active health, life, and variable insurance licenses. 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Jake Springer is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Eagle Wealth Management and Northwestern Mutual. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by extensive client education and integrated service lines.

Matthew Hobson is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience and holds a Series 66 designation. His career includes roles at My Legacy Advisors, United Planners Financial Services of America, SII Investments, Eagle Wealth Management, and operating an independent insurance business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory and employs a range of investment vehicles including low-cost ETFs, index funds, separate account managers, and private funds.

Chad Staskal is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held various roles at firms including Eagle Wealth Management and United Planners Financial Services of America. Staskal holds active health, life, and variable insurance licenses. 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 uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.