https://www.merceradvisors.com/meet-our-team/ben-kautz/
Ben Kautz CFP® | Executive Managing Director | Mercer Advisors
Jun 3, 2025 - Ben began his career working for institutional registered investment advisory firms in 2003, bringing with him a wealth of planning and investment management...
executive managing director
https://www.merceradvisors.com/meet-our-team/david-h-levy/
David H. Levy MBA, CFP®, AEP® | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
Apr 21, 2025 - David H. Levy, CFP® is a client advisor who has leveraged 15 years of wealth management experience to partner with clients to achieve their financial goals.
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https://www.merceradvisors.com/meet-our-team/cathy-miller/
Cathy Miller MBA, CFP®, CDFA®, CRPS® | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
Nov 17, 2025 - Learn more about Cathy Miller, Sr. Wealth Advisor, Sr. Director here at Mercer Advisors and get contact information in the case you need to get in touch.
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https://www.merceradvisors.com/meet-our-team/brent-singleton/
Brent Singleton CFP®, AIF® | Sr. Wealth Advisor, Sr Director | Mercer Advisors
May 14, 2025 - Learn more about Brent Singleton, Sr. Wealth Advisor, Sr Director here at Mercer Advisors and get contact information in the case you need to get in touch.
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https://www.merceradvisors.com/meet-our-team/jessica-caruso/
Jessica Caruso CFP® | Executive Managing Director | Mercer Advisors
Nov 25, 2025 - Learn more about Jessica Caruso, Executive Managing Director here at Mercer Advisors and get contact information in the case you need to get in touch.
executive managing director
https://www.merceradvisors.com/meet-our-team/dane-joel-sauer/
Dane Sauer CFP® | Wealth Advisor, Sr. Director | Mercer Advisors
Oct 1, 2025 - Dane joined Mercer Advisors after graduating from Eastern Illinois University with a Bachelor of Science degree in Finance with a concentration in Personal...
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https://www.merceradvisors.com/meet-our-team/christopher-blackmon/
Christopher Blackmon | Managing Director | Mercer Advisors
Oct 3, 2025 - Learn more about Christopher Blackmon, Managing Director here at Mercer Advisors and get contact information in the case you need to get in touch.
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https://www.merceradvisors.com/meet-our-team/david-kerber/
David Kerber CFP®, CRPC®, MPAS®, ABFP℠ | Managing Director | Mercer Advisors
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https://www.merceradvisors.com/meet-our-team/josh-deforest/
Josh DeForest CFA, CFP® | Executive Managing Director | Mercer Advisors
Oct 17, 2025 - Josh began his career in the financial services industry in 2007. As Client Advisor and Branch Manager, Josh provides his clients with personalized advice to...
executive managing director
https://www.merceradvisors.com/meet-our-team/andrew-medders/
Andrew Medders CFP® | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
May 21, 2025 - Learn more about Andrew Medders, Sr. Wealth Advisor, Sr. Director here at Mercer Advisors and get contact information in the case you need to get in touch.
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https://www.merceradvisors.com/meet-our-team/kevin-jack/
Kevin Jack CFP® | Executive Managing Director | Mercer Advisors
Jun 6, 2025 - Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Branch Manager, Kevin ensures client...
executive managing director
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https://www.merceradvisors.com/meet-our-team/ernie-george/
Ernie George CFP®, CLU® | Director | Mercer Advisors
Dec 17, 2024 - Learn more about Ernie George, Director here at Mercer Advisors and get contact information in the case you need to get in touch.
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https://www.merceradvisors.com/meet-our-team/annie-gottbehuet/
Annie Gottbehuet | Managing Director, Market Leader | Mercer Advisors
Jun 12, 2025 - Learn more about Annie Gottbehuet, Managing Director, Market Leader here at Mercer Advisors and get contact information in the case you need to get in touch.
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https://www.merceradvisors.com/meet-our-team/brian-sullivan/
Brian Sullivan, CFP®, MBA, EA | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
Nov 21, 2025 - Brian’s areas of expertise include retirement planning, asset allocation, and investment management. Prior to joining Mercer Advisors, Brian served the needs...
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https://www.merceradvisors.com/meet-our-team/chip-workman/
Chip Workman CFP® | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
Oct 3, 2025 - Learn more about Chip Workman, Sr. Wealth Advisor, Sr. Director here at Mercer Advisors and get contact information in the case you need to get in touch.
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