Anna Stauffer is a CFP® professional currently with Mercer Global Advisors Inc. in Dallas, TX. She has one year of experience at Mercer, following three years at Tolleson Wealth Management and prior roles in various industries including general contracting and organic products. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory and planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate accounts, and other strategies, alongside educational content and integrated service platforms.

Samantha Hoover is a CFP® professional with experience at Mercer Global Advisors Inc. since 2024 and prior roles including positions at AGIS Network and Northwestern Mutual. She is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.