Jason Bivin is a financial advisor with Mercer Global Advisors Inc. in Ponca City, OK, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and his own firm, Bivin and Associates, Inc. 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 approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services.

Julie Brown is a financial advisor with Mercer Global Advisors Inc. in Ponca City, OK, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She previously worked at Bivin & Associates, Inc. and SagePoint Financial, Inc. Brown also provides notary public services in her local community. Mercer Global Advisors serves 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 emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.