Oklahoma City, OK Office

Max Rhodes is a financial advisor at Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 65 designation with seven years of industry experience. Prior to joining Mercer in 2025, he worked at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of his advisory role, he is the owner of ELM Street Investments, LLC, a residential real estate investment business. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, using low-cost index vehicles and tax-management strategies.

Belinda Richardson is a financial advisor with Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Merrill, and First Liberty Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and a variety of implementation options, including ETFs and separately managed accounts.

Kyle Ray is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. in Oklahoma City, with five years of industry experience. He previously worked at Full Sail Capital, LLC, Plan Group Financial, Inc., and Saxony Securities Inc., among other firms. Outside of his advisory role, he is a co-owner and manager of TYRAY Holdings, LLC, an investment entity focused on commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by specialized programs and integrated service lines.

Scott Cravens is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. He holds a Series 65 designation and has worked previously at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of advisory work, he manages Bite-size Construction, LLC, a commercial construction and tenant improvement business. 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’s investment approach emphasizes globally diversified, risk-appropriate portfolios grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies.

Chandelle Volo is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She has over a decade of experience in wealth management, focusing on goals-based financial planning to develop personalized strategies that support her clients' long-term financial success. Chandelle combines her financial expertise with a commitment to personalized service, leveraging the resources of her team along with the banking services of Bank of America and investment offerings of Merrill Lynch Wealth Management. She holds a degree in Organizational Leadership from the University of Central Oklahoma and is currently pursuing a Master in Business Administration at the same institution. Chandelle is also a Personal Investment Advisor (PIA) and is involved with professional and community organizations including ReMerge, VESTHer, Civic Center Music Hall, and the Regional Food Bank of Oklahoma. Outside of her professional role, Chandelle enjoys remodeling her home, antiquing, cooking, horseback riding, interior decorating, painting, pottery, reading, traveling, watching movies, and writing. She values spending quality time with family and friends and is active in giving back to her community.

Samuel Warner is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 credential and has worked previously at Full Sail Capital, LLC, NorthRock Companies, and Brigham Young University. Outside of advisory work, he is involved as CEO and Managing Partner of Warner and Neil Holdings LLC. 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 with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, tax support, and estate planning coordination.

Tyler Grubbs is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. Prior to that, he held positions at Full Sail Capital, LLC, Purshe Kaplan Sterling Investments, and Cadent Capital Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through ETFs, index funds, separate account managers, and private funds.

Jordan Dean is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and three years of industry experience. Prior to joining Mercer, he worked at Full Sail Capital, LLC and Heritage Trust Company. He serves as a board member and finance committee member for Free To Live, an animal sanctuary focused on rescue, rehoming, and public education. 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 follows a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, and specialized managed portfolios.

Hunter Brown is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Mercer Global Advisors Inc., having previously worked at Full Sail Capital, LLC, Equitable Advisors, and several energy sector firms. Brown’s background includes roles in both financial services and the energy industry. 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 with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

David Stanley is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Full Sail Capital and Trust Company of Oklahoma. He serves on the investment committee of the Oklahoma City Community Foundation, a nonprofit managing endowments and charitable programs. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and nonprofits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.