Carly Hensley is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 20 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and has been with Merit Financial Advisors since 2010. Prior to that, she was associated with LPL Financial from 2010 to 2024. 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 strategy using model portfolios and customizable sleeves, with oversight by a central Investment Management team and Investment Committee.

Billy Grissom III is a financial advisor at Merit Financial Advisors with five years of industry experience. He holds the Series 66 designation and has worked at PKS Investments, LPL Financial, Orion Talent, and served in the United States Marine Corps. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions, employing a long-term, diversified investment approach through customizable model portfolios and a combination of mutual funds, ETFs, individual securities, and third-party managers.

Noah Gonzalez is a CFP® professional with six years of industry experience. He is currently with Merit Financial Advisors and Purshe Kaplan Sterling Investments, having previously worked at Kestra Investment Services. Gonzalez has involvement in financial associate roles assisting with client servicing. 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 and customizable model portfolios.

Matthew Morzy is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. His prior experience includes roles at Annex Wealth Management, H. Beck, Inc., and SCOTTRADE. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in assets. The firm provides coordinated wealth-management services with an investment approach centered on long-term, diversified portfolios managed through centrally managed sleeves and standard models, allowing for advisor customization.

Casey Mahoney is a CFP® professional with six years of industry experience. He currently works at Merit Financial Advisors and previously held roles at Safeguard Wealth Management, UBS Financial Services, and Fidelity Brokerage Services 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 clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee.

Michele Hammann is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining Merit, she worked at Wealthcare Advisory Partners, Avantax Investment Services, and 1st Global Advisors. Hammann serves as a board member of Commerce Bank, NA, and holds several trustee and advisory roles related to nonprofit and university organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.

Andrew Schroeder is a CFA® charterholder with four years of industry experience. He currently works at Merit Financial Advisors and previously held roles at Safeguard Wealth Management, Associated Trust, and Associated Bank. 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 strategy using model portfolios and customizable sleeves across various investment vehicles, with oversight from a central Investment Management team and Investment Committee.

George Kegerreis Jr. is a financial advisor at Merit Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Zimmerman Investment Management and Planning, LLC, and Professional Financial Advisors, Inc. Outside of his financial advisory role, he serves on the auditing committee for Faith Immanuel Presbyterian Church. 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 uses a long-term, diversified investment approach with customizable model portfolios and offers a range of services such as asset management, financial planning, retirement advice, and employee financial wellness programs.

John Cote is a financial advisor at Merit Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, Wealth Enhancement Group, and E*TRADE Capital Management. 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 client assets. The firm provides coordinated wealth-management services through diversified, long-term portfolios and offers specialized services such as fiduciary and trustee functions for qualified plans.

Pamela Flick is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Her prior experience includes roles at Purshe Kaplan Sterling, OSAIC, Triad Advisors, Inc., and National Planning Corporation. Outside of her advisory work, she volunteers as a backup signer for the Memorial United Methodist Church’s bank account on an emergency basis. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset management, financial planning, and employee financial wellness programs through a long-term, diversified investment approach.

Paul Jochimsen is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Morgan Stanley. 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 from a central Investment Management team and Investment Committee.

James Russell is a financial advisor at Merit Financial Advisors with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Allegiance Financial Group, LPL Financial, and PKS Investments. Outside of his advisory role, he is an equal partner in a real estate development company, JL3, LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors 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, overseen by a central Investment Management team and Investment Committee, while offering customization options through various platforms.

Joseph Faux is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including PKS Investments, LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, Faux is an author and writer and serves as a board member of the Pennsylvania Outdoor Writers Association; he is also involved with a hunting outfitter business. 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 through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Timothy Brennan is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pinnacle Financial Group and Commonwealth Financial Network for 26 years. He is also a notary public. 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.

Morgan Seidel is a financial advisor with Merit Financial Advisors based in Sheboygan Falls, WI. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Woodbury Financial Services, and other firms. 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 using centrally managed model portfolios overseen by an internal Investment Management team.

Steven Denton is a CFP® professional with 22 years of industry experience, currently serving at Merit Financial Advisors since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and The Vanguard Group, Inc. He also holds a municipal leadership role as Deputy Town Manager in Stanley, North Carolina. 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 through customizable model portfolios overseen by a central Investment Management team and offers specialized services such as fiduciary and ESOP trustee work.

Jesse Bell is a CFP® and ChFC® with 27 years of experience in financial advising. He currently works at Merit Financial Advisors and previously spent 15 years at Commonwealth Financial Network and 25 years at Bell Financial Services. Outside of his advisory work, he is a commercial pilot and flight instructor in Marquette, MI. 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 models overseen by an internal Investment Committee.

Garland Kizer is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Merit Financial Advisors and has held roles at Cetera, VOYA Financial Advisors, and his own firms, Kizer & Associates and Kizer Financial Services. Kizer serves as a trustee for the THSD 214 Foundation and MacMurray College, and he is chairman of the Bartlett 4th of July Festival committee. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, businesses, and institutions, emphasizing a long-term, diversified investment approach through model portfolios and customizable strategies overseen by a central Investment Management team.

Gerard Longo is a financial advisor at Merit Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Global Wealth Advisors, Commonwealth Financial Network, and Oakmont Capital Management. Outside of his advisory role, he is the owner of Bartko Associates, LLC, a private entity related to advisory business. 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 modular sleeves, overseen by a central Investment Management team and an Investment Committee.

Trisha Mc Clanahan is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Merit Financial Advisors. Her prior experience includes roles at Commonwealth Financial Network, Prime Capital Investment Advisors, and Private Client Services. She also worked in senior living management at Travanse Senior Living for four years. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm provides coordinated wealth-management services, including asset management, financial planning, retirement plan advice, and employee financial-wellness programs, employing a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.