Mark Eshman is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ClearRock Capital for 13 years before joining Mercer Global Advisors. 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, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs, mutual funds, and separate accounts.

Vicki Mcconnell is a financial advisor with Mercer Global Advisors Inc. in Ketchum, ID, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Mercer Global Advisors since 2025 and concurrently with Purshe Kaplan Sterling Investments since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm follows a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of portfolio management and financial planning solutions.

Douglas Fabian is a financial advisor with Mercer Global Advisors Inc. in Ketchum, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously founded and operated Fabian Wealth Strategies, Inc. for 15 years before joining Mercer Global Advisors in 2017. 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’s approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options, alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Kelly Palmer is a CFP® and ChFC® with 29 years of experience in the financial services industry. She has been with Mercer Global Advisors Inc. since 2015 and is based in Ketchum, Idaho. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement plan consulting, tax planning support, and estate-planning coordination.

James Everitt is a financial advisor with Mercer Global Advisors Inc. in Ketchum, Idaho, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Clearrock Capital, LLC for 13 years before joining Mercer Global Advisors. 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’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Katherine Fincher is a CFP® professional with 13 years of industry experience, currently with Mercer Global Advisors Inc. She previously worked at Mason Investment Advisory Services, Inc., Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and CETERA Advisor Networks LLC. 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 uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a variety of investment vehicles and platforms.