Joshua Monson is a financial advisor with Merit Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Merit, he spent 12 years working with Billings Public Schools. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across numerous offices. The firm focuses on long-term, diversified portfolios managed through a combination of centrally managed models and advisor customization, offering a range of wealth-management services including asset management, financial planning, and retirement plan advice.

Michael Roney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients. The firm offers coordinated wealth-management services and follows an investment approach focused on long-term, diversified portfolios using centrally managed models overseen by an internal Investment Management team and committee.

Edward Maher is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Ceponis Financial Group. Outside of his advisory role, he is involved with Blast Media Group LLC, a business entity used for tax and investment purposes. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using tailored model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Larry Goebel is a financial advisor with Merit Financial Advisors in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. He is also the president and owner of Goebel Insurance & Financial Inc., an insurance agency specializing in life, health, disability, long-term care, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, supported by an Investment Management team and committee, and offers specialized services such as independent fiduciary and ESOP trustee work.

Joseph Guidish is a financial advisor at Merit Financial Advisors with six years of industry experience. He has held positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Charles Schwab. He is also affiliated with the University of Miami. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee.

Kamryn Markus is a Series 66-licensed financial advisor at Merit Financial Advisors with two years of industry experience. Prior to joining Merit, Markus worked at Global Wealth Advisors, Commonwealth Financial Network, and Purshe Kaplan Sterling. Outside of advising, Markus has experience in the fitness industry through a role at HotWorx. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and flexibility for advisors to customize portfolios.

Bijan Ramirez is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Real Talk Capital, Facet Wealth, Wealth Enhancement Group, and Sva Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors providing wealth management services, including asset management, financial planning, and employee financial-wellness programs. The firm’s investment approach focuses on long-term, diversified portfolios overseen by an internal Investment Management team and allows customization by advisors.

Tait Lane is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Triad Financial Strategies. Outside of advising, he serves on the board of a professional condominium association. Merit Financial Group, LLC manages approximately $10.6 billion and serves individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm uses a long-term, diversified investment approach with model portfolios and customizable strategies, supported by an internal investment management team and committee.

Thomas Clark is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Blueprint Wealth Advisors, Charles Schwab Investment Management, and Jackson National Asset Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving around 20,040 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed sleeves and standard model allocations overseen by an internal Investment Management team.

Kathleen O’dell is a financial advisor at Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Purse Kaplan Sterling Investments, Ameriprise, and SG Long Financial, as well as earlier retail experience at Bath & Body Works and Maurices. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team.

Daniel Song is a CFA® charterholder with 16 years of industry experience. He is currently with Merit Financial Advisors in Westfield, NJ, and has previously worked at Westfield Financial Planning, Newbridge Securities, and Merrill. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services, focusing on long-term, diversified portfolios managed through centrally controlled models that advisors can customize.

Colin Aldrich is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience with Wealthcare Advisory Partners LLC, Commerce Bank, and KeyBank National Association. Outside of his advisory role, he owns a short-term rental property managed through a third party. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio options.

Brett Robison is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fiduciary Services LLC, Kalos Capital, and Sanctuary Wealth Management, where he was involved for over two decades. Robison also operates as an independent insurance agent with a 30-year history and manages several real estate holding and development companies. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary management with a range of specialized wealth management and advisory services.

David Grundy is a financial advisor at Merit Financial Advisors in Denver, CO, holding a Series 66 designation with two years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Thrivent Financial, as well as time as a self-employed professional. He serves on the board of the Rise Foundation, a nonprofit organization. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary management supported by a combination of fundamental, technical, and cyclical analysis.

Austin Smellie is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Sanctuary Wealth Management and Idaho State University. Outside of his advisory role, he was employed by the Church of Jesus Christ of Latter-day Saints for two years. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and emphasizes long-term, diversified portfolios managed through centrally overseen models, allowing for advisor customization and a range of discretionary and non-discretionary management options.

Darla Wise is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at PKS Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. Outside of her advisory work, she is involved with a real estate rental partnership. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by an Investment Management team and committee oversight.

Melissa Griffith is a financial advisor at Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation with 10 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2015 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Lincoln Kopetski is a CFP® with 27 years of industry experience, currently serving at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He is also the owner of Chinook Services LLC, a finance and accounting business entity. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee.

Patrice Cobb is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at PKS Investments, LPL Financial, RBC Capital Markets, and oXYGen Financial. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers wealth-management services including asset management, financial planning, and retirement plan advice, focusing on long-term, diversified portfolios managed through a combination of internal and third-party resources.

Jennifer Antosh is a CFA® charterholder based in Potomac, MD, with two years of industry experience. She is currently with Merit Financial Advisors and previously worked at TritonPoint Wealth, Goldman Sachs PFM, Mercer Consulting, and BNY Mellon. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary authority supported by fundamental analysis and supplemental investment tools.