Nicholas Semko is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at AllianceBernstein L.P. and Ameriprise before joining Mercer. Mercer Global Advisors provides a range of 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 focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, supported by specialized services such as retirement plan consulting and family office offerings.

Brett Sperin is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Personal Capital, Fisher Investments, E*Trade Securities LLC, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a mix of ETFs, index funds, and separate account managers, along with tax-management and specialized programs.

Meghan Doherty is a CFP® and ChFC® with 25 years of experience in the financial services industry. She is currently with Mercer Global Advisors Inc. and has previously worked at MAI Capital Management, Nationwide Securities, ICMA Retirement Corporation, Equitable Advisors, and Voya Financial Partners. 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, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios using a combination of ETFs, index funds, separate account managers, and private funds.

Camille Mc Calla is a financial advisor at Mercer Global Advisors Inc. based in Tampa, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Mercer, she was with Concord Advisory Group from 2016 to 2019 and had a three-year employment gap before rejoining Mercer in 2022. Outside of her advisory role, she is a part-owner and manager of two property management companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. 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.