Grant Habersetzer is a CFP® professional at Mercer Global Advisors Inc. in Spokane, WA, with experience beginning in 2022 across several firms including Financial Forum and Mercer Global Advisors. His background also includes roles at Gonzaga University and The Boeing Company. 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 implements globally diversified portfolios based on Modern Portfolio Theory using low-cost ETFs, index funds, and other investment vehicles, and supports clients through specialized services and educational programs.

Brian Norris is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. He has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo. Outside of his advisory role, he manages several residential rental properties in Spokane, WA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, along with a range of implementation options.

Connor Jones is a financial advisor with Mercer Global Advisors Inc. in Spokane, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Mercer in 2026, he worked at LPL Financial LLC. He is the owner of Connor Jones Tax Services LLC, providing tax preparation and accounting services. Mercer Global Advisors serves individuals, families, and various organizations by offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and provides specialized services including retirement plan consulting and charitable advisory.

James Czirr II is a CFP® and CFA® charterholder with 11 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Northwestern Mutual and Hart Capital Management. He serves as Past President of the CFA Society Spokane, a local nonprofit organization. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.