Mark Holloway is a financial advisor with Merit Advisors, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Oak Hills Securities, Inc. since 2017 and previously held roles at WFG Advisors, LP and WFG Investments Inc. Outside of advising, Holloway is involved in a construction and remodeling business in Oklahoma City. Merit Advisors serves individual clients, including high-net-worth individuals, and other investment advisers by providing portfolio management and a model-based signal service. The firm’s approach centers on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Chad Rogers is a financial advisor at Merit Advisors, Inc. in Oklahoma City, OK, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including previous roles at Rogers Financial, Inc., where he served as CEO and president. Merit Advisors, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering both discretionary managed accounts and customized non-discretionary arrangements. The firm operates a Managed Bond Strategy that uses proprietary technical indicators to time allocations across bond funds and money-market or alternative funds.

Donald Dillingham is a CFA® charterholder with 40 years of industry experience, currently serving at Merit Advisors, Inc. in Oklahoma City, OK. He has worked at Oak Hills Securities, Inc. since 2007 and has been with Merit Advisors since 2003. Outside of his advisory role, Dillingham is involved in managing various private equity funds, tax credit acquisitions, and business ventures including restaurant holdings, advertising, broadcasting, and a nonprofit foundation. Merit Advisors serves individual clients, including high-net-worth individuals, as well as other investment advisers, providing portfolio management and a model-based signal service focused on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Gary Fraley is a CFA® charterholder with 17 years of industry experience, currently serving as a managing partner at Merit Advisors, Inc. in Oklahoma City. His prior experience includes roles at Oak Hills Securities, Exencial Wealth Advisors, and Cavanal Hill Investment Management. Outside of his advisory work, he is involved in a real estate brokerage as a manager and occasionally acts as a broker in transactions. Merit Advisors, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering both discretionary and customized non-discretionary accounts. The firm employs a proprietary, trend-following managed bond strategy that allocates among various bond and alternative funds based on technical indicators and market signals.