Bryan Bielawski is a CFA® charterholder with 16 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following eight years at Traust Sollus Wealth Management, LLC. Bryan is based in New York, NY. 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 follows a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, and other strategies, supported by educational programming and integrated service platforms.

William Rockett is a CFA® charterholder with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, he worked at Eaton Vance and Charles Schwab. He is an adjunct professor of finance and business ethics at Fordham University and teaches in the online MBA program at LaSalle University. 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 Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Edward Dunphy Jr. is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade, Inc. for 10 years before joining Mercer in 2021. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. 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 implementation options including ETFs, mutual funds, and separate accounts.

Kalyani Gaur is a financial advisor with Mercer Global Advisors Inc. based in New York, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Citigroup and multiple divisions of J.P. Morgan Chase Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other strategies, while also offering educational content and specialized advisory programs.

Marissa Nece is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in New York, NY. She previously worked at Fidelity Brokerage Services LLC for six years before joining Mercer in 2022. Mercer Global Advisors provides investment advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios, using a blend of low-cost ETFs, index funds, separate account managers, and alternative investment options.

Steven Crevar is a CFP®-certified financial advisor with 12 years of industry experience, currently with Mercer Global Advisors Inc. in New York, NY. His prior experience includes roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and various Summit Financial entities. 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’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.