Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alex Gangl

Alex Gangl, CFP®, CFA®, CEPA®

Sr. Wealth Advisor

Alex Miles

Alex Miles

Sr. Wealth Advisor

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Ketchum, Portland

Alice McDermott

Alice McDermott, CFP®

Sr. Wealth Advisor

Alyssa Calhoun - Wealth Advisor

Alyssa Calhoun, MBA, CFP®

Wealth Advisor

Andra Reason, CPA, CFP®

Sr Wealth Advisor, Director

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Anna Apodaca, CFP®, CDFA®

Wealth Advisor, Director

Anthony Lugo-Garcia

Anthony Lugo-Garcia, CFP®, CEPA®

Wealth Advisor

Art Haws, CPWA®, CFP®

Sr. Wealth Advisor, Director

Austin-Lewis

Austin Lewis

Wealth Advisor

Barry Cohen

Barry Cohen, CPA, CFP^®, CIMA^®

Sr. Wealth Advisor

B Gyulambaryan

Ben Gyulambaryan, CFP®

Sr. Wealth Advisor

Ben Rowse, CFP®, CAIA®

Wealth Advisor, Director

Boulder, Denver, Frisco, Denver – Greenwood Village

Bennet Thonakkara, CPA®, CFA® joined Mercer Advisors via the acquisition of Regent Wealth Management Group, Inc.

Bennet Thonakkara, CPA, CFA^®

Sr. Wealth Advisor

Nashua, Burlington, Woodbridge, Old Lyme, West Hartford, Westport, Peabody

Bernie Salamone, CPA, CFP®, JD

Sr. Wealth Advisor

Bill Ennis, CPA/PFS

Sr. Wealth Advisor

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Frank Bowling

Bo Bowling, CPA

Sr Wealth Advisor

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