Woodland Hills, CA Office

Destiny Collins is a financial advisor with Mercer Global Advisors Inc. in Woodland Hills, CA, holding Series 63 and Series 65 credentials and three years of industry experience. Her work history includes roles at Mercer Global Advisors, LA City United, Legends FC, Fed Ex Ground, MWA Financial Services Inc, Modern Woodmen of America, and Cal State University, San Bernardino. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, 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 through a variety of investment vehicles and offers educational content and specialized services.

Saman Bigharaz is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Falcon Wealth Planning, E*TRADE Securities, JPMorgan Chase Bank, AMI USA LLC, and Merrill. Outside of his advisory work, he is involved with Pure Paws Pet Company, LLC, which imports grass-fed dog and cat treats from New Zealand. Mercer Global Advisors serves individuals, families, small business owners, foundations, and non-profits with comprehensive investment advisory and financial planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and family office solutions.

Carol Casebolt is a CFP® with 15 years of industry experience, currently affiliated with Mercer Global Advisors Inc. She previously worked at Martin & Company Tax and Wealth Advisors, Avantax Advisory Services, Avantax Investment Services, Inc., and TD Ameritrade. 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 employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Michael Johns is a CFP® professional with 26 years of industry experience. He currently works at Mercer Global Advisors Inc., where he has been since 2018, and previously held roles at TIAA and Tiaa from 2010 to 2018. 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, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Lorenzo Riley is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held positions at several firms, including JP Morgan Securities LLC and Polaris Wealth Advisory Group. 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 globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management options and financial planning services.

Daniel Polyakov is a CFP® with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Woodland Hills, CA. His prior work includes roles at Aeg, Substance Global, Transit, and Universal Pictures. 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 using Modern Portfolio Theory, with options such as ETFs, mutual funds, separate accounts, and direct indexing.

Kurt Vogel is a CFP® professional at Mercer Global Advisors Inc. with over eight years of experience in financial advisory roles. He previously worked at Singer Burke Zimmer & Kogan, LLP for a decade before joining Mercer Global Advisors. 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 employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies, while also providing specialized consulting and educational resources.

Homer Jonathan Wilson is a CFP® with 31 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Polaris Wealth Advisory Group, Ally Invest Securities, and Silver Oak Securities, Inc. He also has a long tenure with Carolina College Prep, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and offers a range of investment solutions alongside financial and estate planning services.

Stewart Schrader is a CFP® professional with 24 years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked with firms including SAGE Private Wealth Group, Raymond James Financial Services, Fifth Third Securities, and BMO Harris Financial Advisors. 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 is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and tax management.