Santa Barbara, CA East Carillo Street Office

Yvonne Wood is a CFP® with 28 years of industry experience and is currently with Mercer Global Advisors Inc. in Santa Barbara, CA. She has been with Mercer since 2015. 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, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options such as ETFs, mutual funds, and separate accounts.

Matthew Cook is a CFP® professional with 22 years of experience in financial advising. He has been with Mercer Global Advisors Inc. since 2015, currently serving in their Santa Barbara, CA office. 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 employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Stefani Kohler is a CFP® with 12 years of experience, currently serving at Mercer Global Advisors Inc. in Santa Barbara, CA. Her entire professional career has been with Mercer Global Advisors, spanning multiple roles since 2014. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory approach, emphasizing globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Justin Shane is a CFP® with 12 years of experience and is affiliated with Mercer Global Advisors Inc. He has worked at Mercer Global Advisors in various roles since 2015. 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 and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified and risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and other strategies.

Josiah Taylor is a CFP® professional affiliated with Mercer Global Advisors Inc. in Santa Barbara, CA, with experience at the firm since 2021. Prior to his advisory role, he worked at Prevail Conditioning from 2016 to 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering 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 through a mix of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, complemented by specialized programs and tax-management options.

Chanelle Van Pelt is a CFP® and Series 65-licensed advisor with 11 years of experience, currently with Mercer Global Advisors Inc. She has worked exclusively at Mercer in various roles since 2015. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial planning, and family office services. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, alongside specialized services such as retirement plan consulting and charitable advisory.

Russell Johnson is a CFP® professional with two years of industry experience, currently advising at Mercer Global Advisors Inc. He previously held roles at Vista del Monte Retirement Community and LPL Financial, LLC, and worked with Young Life Lake Champion. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

Florentino Mitchell is a CFP® and ChFC® with 12 years of experience in financial advising. He has been with Mercer Global Advisors Inc. in Santa Barbara, CA, since 2015. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and tax management strategies.

Adam Stanowick is a CFP® with nine years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Santa Barbara, CA. His entire advisory career has been with Mercer, aside from a two-year period of long-term travel between 2015 and 2017. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers educational content and integrated service lines.

Jeffrey Minc is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Santa Barbara, CA. He has been with Mercer Global Advisors since 2015 in various roles. Outside of his advisory work, he is a co-owner and partner of Cameron Asset Management LLC, a property management company handling Airbnb rentals. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and consulting services.

Bryan Powers is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Mercer Global Advisors Inc. since 2015, currently based in Santa Barbara, CA. 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 investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of implementation options and supporting services such as financial planning, retirement consulting, tax planning, and estate coordination.