Michael Crowe is a financial advisor with Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2012 to 2024. Crowe is also involved as an independent insurance agent, providing insurance advice tailored to client needs. 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 through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Timothy Reis is a financial advisor with Merit Financial Advisors in West Bend, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Woodbury Financial Services for 22 years and has been with Merit Financial Group and PKS Investments since 2023. Outside of his advisory role, he is involved in fixed insurance sales. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, combining mutual funds, ETFs, individual securities, liquid alternatives, and third-party managers.

Shawna Bain is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for 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, offering services such as asset management, financial planning, and employee financial wellness programs.