Ashley Helm is a CFP® professional with 10 years of industry experience, currently affiliated with Merit Financial Advisors. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Obsidian Personal Planning Solutions, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and institutions. The firm utilizes a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

John Keene Jr. is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. Outside of his advisory work, he serves as a board member of Disciple of Makers for Nations, a civic organization that supports missionary funding decisions. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Nicholas Wilkins is a financial advisor with Merit Financial Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He previously worked at Blue Print Wealth Advisors and Commonwealth Financial Network for 13 years before joining Merit Financial Advisors and Purshe Kaplan Sterling in 2025. Wilkins is the owner of Huron Leavitt LLC, a non-investment-related business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm emphasizes long-term, diversified portfolios managed through a combination of centrally managed models and advisor customization, offering coordinated wealth management services and specialized fiduciary and trustee offerings.

Nathaniel Burstin is a financial advisor with Merit Financial Advisors in Boca Raton, FL, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Biltmore Capital Advisors, Smartex Advisory Solutions, Wells Fargo Clearing, and Incapital LLC. 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 coordinated wealth-management services and employs a long-term, diversified investment approach built around centrally managed model portfolios and customizable options overseen by an internal investment committee.

John O'Shea is a financial advisor at Merit Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Blueprint Wealth Advisors LLC, Commonwealth Financial Network, and Slalom. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, 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 Investment Committee.

Blaine Malcolm is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Merit Financial Advisors in Frisco, TX. His background includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. 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 offers coordinated wealth-management services centered on long-term, diversified portfolios, combining internally managed models with advisor customization and various authority options.

Daniel Estrada is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, Fisher Investments, NYLife Securities LLC, New York Life Insurance Company, and Equitable Advisors. Outside of his advisory role, he is involved in digital content creation through video editing and production. 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 portfolio management supported by an internal Investment Management team and offers a range of wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.

William Casey is a CFP® and ChFC® with 30 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Access Investment Advisors Inc. for nearly three decades. Outside of his advisory role, he is the managing member of Lake Effect Ventures Manitowoc LLC, overseeing the remodeling and preparation of a venue space for rental. Merit Financial Group, LLC is an SEC-registered advisory firm 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 through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Anthony Pitzer is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently a partner at Merit Financial Advisors, where he has worked since 2019. Prior to that, he spent 17 years at LPL Financial, LLC and has been with Purshe Kaplan Sterling Investments since 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and an Investment Committee.

Chrissy Lee is a financial advisor at Merit Financial Advisors with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Kalos Financial, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of advising, Lee serves as COO for several Merit-related entities, including Merit Employment Services, MFG Securities LLC, and Merit Agency. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving 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 sleeves, overseen by a central Investment Management team and an Investment Committee.

Barry Reid is a financial advisor with Merit Financial Advisors in Des Moines, WA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at LPL Financial for 30 years and has been associated with Intervest Consultants Ltd. since 1982. Reid serves as an investor, minority partner, and volunteer board president for Pierce County Alliance, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory 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 tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Jana Ramsey Weaver is a Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. She has worked at several firms, including Avantax Investment Services and LPL Financial. In addition to her advisory role, she has been involved with Harrison Henderson, PLLC, a tax preparation and accounting firm, since 1992. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios overseen by a central investment team.

Zachary Campbell is a financial advisor at Merit Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Woodbury Financial Services, and JPMorgan Chase. In addition to his advisory role, he serves as a board member for Senior Citizens Activities, Inc. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 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 and customizable model portfolios.

Zachary Beckerley is a CFP® professional with 17 years of industry experience, currently serving with Merit Financial Advisors. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Stratos Wealth Partners. He serves on the board of directors for Mazie's Mission, a nonprofit organization, where he reviews financials and assists with decision-making. 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 utilizing centrally managed portfolios and customizable models overseen by an internal Investment Management team.

Vinessa Siano is a financial advisor at Merit Financial Advisors with 10 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior roles include positions at Ameriprise and Catholic Charities Diocese of Palm Beach. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Baylee Bryant is a CFP® with four years of industry experience, currently serving as an advisor at Merit Financial Advisors. Prior to joining Merit, Baylee worked at LPL Financial and has a background that includes roles at Starbucks Corporation and Wescom Credit Union. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving 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 a central Investment Management team and Investment Committee.

Sydney Katzmark is a financial advisor at Merit Financial Advisors with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merit, Katzmark held roles at Purshe Kaplan Sterling Investments, Global Wealth Advisors, Charles Schwab & Co., Inc., and HFS Wealth Management. 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 with customizable portfolio models overseen by an internal Investment Management team.

Justin Taillon is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Zimmerman Investment Management and Planning and Purshe Kaplan Sterling Investments since 2020, and previously at M&M Bedding. Taillon is also a licensed insurance agent and registered representative, occasionally offering commissionable insurance and investment products to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base, including individuals, businesses, retirement plan sponsors, and nonprofit organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Todd Feldman is a CFP® with 28 years of industry experience currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Obsidian Personal Planning Solutions, Triad Advisors, and National Planning Corporation. Feldman serves on the board of directors for the Exit Planning Exchange DC-Metro Chapter. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios overseen by an internal investment team.

Joshua Konen is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Woodbury Financial Services, and Reis Financial Services. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services including asset management, financial planning, retirement plan advice, and employee financial-wellness programs, using a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.