Dominic O'Donovan is a financial advisor at Merit Financial Advisors in Spokane, WA, with eight years of industry experience. He holds a Series 66 designation and has worked at firms including T. Rowe Price Investment Services, Wells Fargo Asset Management, and AutoNation. His background also includes experience outside finance with Fish Window Cleaning. 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 managed through centrally designed models, offering both discretionary and non-discretionary services, with additional specialized offerings such as fiduciary and trustee services for qualified plans.

Michelle Lafuente is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. 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 coordinated wealth-management services including financial planning, retirement plan advice, and educational workshops.

Christopher Loutsis is a financial advisor at Merit Financial Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Advisors Financial Network, and PKS Investments. Outside of his advisory work, he serves as president of two nonprofit organizations focused on public benefits: Civil Liberty Training and Affordable Housing Services. 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 with an investment approach centered on long-term, diversified portfolios managed through centrally overseen model allocations, allowing advisors flexibility to customize client strategies.

Harold Delaney is a CFP® with 15 years of industry experience, currently serving at Merit Financial Advisors since 2026. His prior roles include positions at Wealth Enhancement Advisory Services and Fidelity. Outside of advising, he works as a real estate agent representing himself in investment properties. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen models, offering coordinative wealth management services including asset management, financial planning, and retirement plan advice.

Luke Stortzum is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He is currently with Merit Financial Advisors in Chicago, IL, having joined in 2025. His prior roles include positions at Purshe Kaplan Sterling Investments, Commonwealth Financial Networks, Blueprint Wealth Advisors, Cetera, and Edward Jones. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 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 strategy 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.

Mitchell Parker is a financial advisor at Merit Financial Advisors with seven years of industry experience. He holds the Series 66 designation and has previously worked at Safeguard Wealth Management and Morgan Stanley. Outside of his advisory work, he has experience in painting through his involvement with Parker's Painting from 2015 to 2018. 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 overseen by an internal Investment Management team and Committee.

Margarite Lynch is a financial advisor at Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. She has worked at LPL Financial, LLC and Purshe Kaplan Sterling Investments prior to her current role. Outside of advisory work, she serves as a suite attendant at the Bank of America Stadium for the Carolina Panthers. 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 an Investment Committee, while offering customized portfolio management options.

Matthew Reinhardt is a CFA® charterholder affiliated with Merit Financial Advisors in Mount Prospect, IL. He has prior experience at Biggs Mansion, CIBC Private Wealth, CIBC Bank USA, and DePaul University Athletics. Reinhardt joined Merit Financial Advisors in 2026. 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 client assets. The firm offers coordinated wealth-management services focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable investment models.

Randall Yeomans is a financial advisor at Merit Financial Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and operated his own consulting firm, Yeomans Consulting Group, Inc., for over three decades. Yeomans also teaches adult education classes on taxes, estate planning, and retirement planning. 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 overseen by an internal team, allowing for customized portfolio management.

Diane Taylor is a CFP® with 19 years of industry experience currently working at Merit Financial Advisors. She has held roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and various Summit Financial entities. Outside of her advisory work, she operates a tax preparation service as a sole proprietor. 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 emphasizes long-term, diversified portfolios managed through centrally developed models and offers a range of wealth management services including asset management, financial planning, and retirement plan consulting.

Emily Boothroyd is a CFP® professional with 14 years of industry experience. She is currently with Merit Financial Advisors and has held roles at PKS Investments, LPL Financial, Private Advisor Group, and other firms. Emily is also involved in providing insurance advice alongside her advisory duties. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $24 billion in assets. The firm offers coordinated wealth management services, emphasizing long-term, diversified portfolios managed through a combination of centrally managed models and advisor customization.

Cameron Foster is a CFP® professional with 26 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Emerson Equity LLC, DFPG Investments, Orchard Securities, and Riggs Capital Management. Outside of advising, he serves as president of Fosteca, Inc. LLC, a holding company related to his ownership interests. 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 nearly $24 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed models that advisors can customize, employing a combination of fundamental, technical, and cyclical analysis to support client account management.

Alexander Paltzer is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and McCoy Construction and Builders 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 offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, allowing for customized portfolio solutions.

Joshua Preiss is a CFA® charterholder with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Cambridge Investment Research, and Voya Financial Advisors. 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 managed by an internal team, allowing for customized portfolio solutions.

Riley Dauzat is a financial advisor at Merit Financial Advisors with Series 66 credentials and one year of industry experience. Prior to joining Merit, he held roles at PKS Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves, supported by a central Investment Management team and an Investment Committee.

Matthew Ligman is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Investment Advisers and PNC Bank. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers wealth-management services such as asset management and financial planning, employing a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Lauren Dalton is a financial advisor with Merit Financial Advisors in Pocatello, ID, holding a Series 66 designation and 10 years of industry experience. She has previously worked at Sanctuary Wealth Management, Kalos Capital, and H&R Block. 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 including asset management, financial planning, and retirement plan advice, using a long-term, diversified investment approach managed by an internal team and customizable by advisors.

Joy Kirsch is a financial advisor at Merit Financial Advisors with 40 years of industry experience. She holds a Series 63 designation and has worked previously at LPL Financial and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is a limited partner in a partnership that owns a cell phone tower. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and Investment Committee.

Adam Rauscher is a Series 66 licensed financial advisor with 21 years of industry experience. He currently works at Merit Financial Advisors and has previously held roles at Stone Creek Capital Management, Biltmore Capital Advisors, and Thrivent Financial for Lutherans. In addition to his advisory work, Rauscher is a licensed insurance agent involved in life, long-term care, and disability insurance sales. 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 that combines centrally managed sleeves and customizable models overseen by an internal Investment Committee.

Kirk Wilkerson is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merit since 2015. Outside of advisory work, he is involved as a partner and general partner in real estate development and management ventures. 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 strategy using model portfolios and customizable sleeves, supported by an investment committee and centralized management.