Jeffrey Lokken is a CFP® and ChFC® professional with 25 years of experience in financial advisory services. He has been with Mercer Global Advisors Inc. since 2018 and previously worked at Financial & Investment Management Group Ltd. from 2001 to 2018. Outside of his advisory role, he is a member of a band called The Executives in Onalaska, WI, performing at events. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, and provides a range of specialized services and educational initiatives.

Jason Sobolik is a CFP® professional with 18 years of experience in financial advising. He is currently with Mercer Global Advisors Inc., where he has worked since 2018. Prior to that, he spent 12 years at Financial & Investment Management Group, Ltd. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Haana Frank is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, she worked at Stifel for four years. Outside of her advisory role, she serves as Clerk and Head Judge at a local polling location in Houston County, Minnesota, overseeing election processes. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using a range of low-cost ETFs, index funds, separate accounts, and specialized programs.

Lucas Schwaller is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 65 credential and previously worked at Financial & Investment Management Group Ltd. Outside of advising, he serves as Consultant and Head of Sales for CommandScope, LLC, a software development company. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. 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.