Tristan Pohren is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO. He holds a Series 65 designation and has been with Mercer since 2021. Prior to joining Mercer, he held positions at Members 1st Credit Union, Landus, FIRST NATIONAL BANK, and worked at Iowa State University. 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 approach emphasizes globally diversified portfolios based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of implementation options and planning services.

Ian Freemire is a CFP® professional based in Denver, CO, affiliated with Mercer Global Advisors Inc. He has 11 years of industry experience, including roles at Mercer Global Advisors, Windsor Capital Management, and Fidelity Brokerage Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized strategies.

Charles Wetmore is a CFP®-designated financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He previously worked at Transitions Wealth Management, LLC and Charles Schwab. Mercer Global Advisors provides investment advisory and planning services to individuals, families, 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 implementation options including ETFs, mutual funds, and separate accounts.

Brian Holmes is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Personal Capital Advisors Corporation for 10 years and briefly at Empower Advisory Group. 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, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Elizabeth Deitch is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. Her prior work includes roles at Goldman, Sachs & Co., Peregrine Global Advisors, Wealthgate Trust Company, Wealthgate Family Office, LLC, and Walton Enterprises. 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, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and offering educational programming and integrated affiliated service lines.

Stephen Jacobson is a CFP® professional at Mercer Global Advisors Inc. in Denver, CO, with three years of industry experience. His prior roles include positions at Verdence Capital Advisors, LLC and Sullivan and Company. Outside of his advisory work, he has participated as a DoorDash Dasher on a limited basis. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach incorporating low-cost ETFs, index funds, separate account managers, and private funds, and it offers various specialized programs and client education initiatives.

James Telfer is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer in multiple periods since 2018 and has prior experience with DeVere Group and the American Red Cross. He also worked on the Sylvia Garcia congressional campaign in 2018. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate account solutions.

Michael Van Boening is a CFP®-certified financial advisor with five years of industry experience, currently with Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Magellan Federal, JPMorgan Chase Bank, Collegeinvest, Rimini Street, and Edward Jones. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, along with educational content and specialized client programs.

Brian Samson is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He previously worked for TIAA-CREF from 1998 to 2023. Samson holds Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and tax management strategies.

Nour Alkayali is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, Nour worked at Charles Schwab & Co. for 17 years. Outside of financial advising, Nour is involved in elderly care through caretaker roles at two related businesses, 1st Call to Care, LLC and Care On Call Colorado, LLC. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and tax and estate-planning support.

Logan Donovan is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO, holding a Series 65 credential with five years of industry experience. His work history includes roles at Klaas Financial Asset Advisors, LLC and Googins Advisors. 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 investment approach with globally diversified portfolios, utilizing low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational programs and integrated service lines.

Laura Combs is a CFP®-certified financial advisor with 16 years of industry experience. She has worked continuously at Mercer Global Advisors Inc. since 2015. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Eric Sirjord is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Optimity, Mutual of Omaha Investor Services, and Thrivent Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified portfolios with multi-factor tilts, using low-cost ETFs, index funds, separate account managers, and private funds, supported by extensive educational content and integrated service lines.

Michael Uyemura is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Mercer since 2016. Outside of his advisory role, Uyemura is a co-owner of a trading card business, where he manages preparation and administrative tasks. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate accounts, and private funds, complemented by retirement plan consulting and specialized services.

Daniel Maurer is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with eight years of industry experience. His prior experience includes a role at Personal Capital Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement and estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Samuel Bennett is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Edward Jones and Four Seasons Company before joining Mercer Global Advisors, where he has worked since 2017. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Brian Picariello is a CFA® charterholder and holds a Series 66 license, with 21 years of industry experience. He is currently with Mercer Global Advisors Inc. in New York, having worked there in various capacities since 2018, and previously at Traust Sollus Wealth Management, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios incorporating multi-factor tilts and tax management, offering a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

John Singleton is a CFP® with 21 years of industry experience, currently serving as a Senior Wealth Advisor and Director at Mercer Global Advisors Inc. He has spent over two decades with Heim Young & Associates, Inc. and its affiliated entities prior to his current role. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside various specialized service lines.