Claud Haws Sr. is a CFP® professional with 29 years of industry experience, currently with Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. 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 employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Robert Nurse is a CFP®-credentialed financial advisor with nine years of industry experience. He has worked with Mercer Global Advisors since 2021 and previously held roles at HawsGoodwin Wealth and The Vanguard Group. Nurse is based in Franklin, TN. 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, and estate planning. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational programs and integrated service lines.

Jesse Haverstock is a CFP® professional with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2017. Prior to joining Mercer, he worked at Freestone Capital Management, LLC from 2012 to 2017. Mercer Global Advisors provides investment advisory, financial, tax, retirement, estate planning, and family office services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with low-cost funds, separate account managers, and specialized products.

Warren Goodwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Hawsgoodwin Investment Management, LLC for 13 years. Outside of his advisory role, he is a partner and part-owner of HG Main Street Partners, a real estate investment company. 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 employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and financial planning services.

David Hardenbergh is a CFP® professional with six years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has previous experience at firms including Hawsgoodwin Wealth, MML Investors Services, MassMutual Life Insurance, Strategic Financial Partners, and Raymond James Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios through ETFs, index funds, separate account managers, and private funds, alongside specialized offerings such as retirement plan consulting and charitable advisory services.

Zachary Giltner is a CFP® affiliated with Mercer Global Advisors Inc. in Franklin, TN, with one year of industry experience. His prior roles include positions at Abound Wealth Management, Community Services Financial Bank, and Baird. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through various methods, including low-cost ETFs, index funds, and separate account managers.