Radnor, PA Office

Sharon Dahis is a financial advisor at Mercer Global Advisors Inc. She holds a Series 65 designation and has recently entered the industry, with prior experience at several firms including myCIO Wealth Partners and RTD Financial. Her background also includes teaching positions at Temple University and various schools. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, supported by a range of specialized client services and educational initiatives.

Kevin Dillon is a CFP® professional with 20 years of industry experience, currently with Mercer Global Advisors Inc. He has been with Mercer in various capacities since 2014. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, estate planning, and family office services. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing diversified, risk-appropriate portfolios implemented through a blend of ETFs, index funds, separate accounts, and private funds.

Christopher Blakely is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018. Prior to that, he was with McDermott Advisory Group, LLC and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the West Chester Business Improvement District and 4D-iQ, LLC, a SaaS integration and automation software company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, tax management, and a range of implementation options.

Ryan Flurer is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 65 designation and previously worked at Cordasco Financial Network, Inc. from 2014 to 2021 before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolios implemented through ETFs, index funds, separate account managers, and private fund platforms.

David Haman is a CFP® professional with 26 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2016. His prior firms include Concourse Financial Group Securities, Woodbury Financial Services, and Eagle Strategies (NY Life). Outside of advisory work, he is an adjunct professor teaching Financial Services courses at Widener University and serves as the elected Treasurer of Upper Darby Township, PA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with diversified, risk-appropriate portfolios implemented through a variety of managed and indexed strategies, complemented by educational programming and integrated affiliated services.

Geoffrey Franklin is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His career includes roles at J.P. Morgan Securities, Raymond James Financial Services, and Prudential Insurance. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, offering a range of advisory services including investment management, retirement planning, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios, utilizing low-cost ETFs, index funds, and specialized investment programs.

John Paul Bradley is a CFP® with 16 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at Wells Fargo Bank, NA, Wells Fargo Clearing, and PNC Investments LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies, supported by educational content and specialized client programs.

Edward Lettieri is a financial advisor with Mercer Global Advisors Inc. in Radnor, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at TriState Capital Bank, Raymond James & Associates, Fort Pitt Capital Group, Hefren Tillotson, and American Century Investments. Outside of his advisory work, he serves as a board member of the Catholic Men's Fellowship of Pittsburgh, an organization focused on the development of Catholic faith. 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, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

Evan Salter is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Cordasco Financial Network, Inc. and Cordasco Financial Network, LLC. 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, and estate planning. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and specialized strategies.

Jason O’Meara is a CFP® professional with 11 years of experience in financial advising. He is currently with Mercer Global Advisors Inc., where he has worked since 2020. His prior experience includes roles at SFG Wealth Planning, Prudential Financial Planning Services, and The American College of Financial Services. 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 implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Timothy Joseph is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Wisdom Planning, LLC, Andrew Garrett, Inc., and Cordasco Financial Network, LLC. In addition to his advisory role, he provides professional tax preparation services on a seasonal basis. Mercer Global Advisors offers 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 and tax management strategies.