Matthew Dupon is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. He previously worked for Commonwealth Financial Network for 13 years and has been with Merit and Purshe Kaplan Sterling Investments since 2026. Outside of his advisory role, he is a co-owner of Dupon Financial Group, Inc. and The Bridgeway Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen models, offering a range of wealth management services including asset management, financial planning, and retirement plan advice.

Douglas Morris is a CFP® with 25 years of industry experience and currently serves at Merit Financial Advisors. His prior experience includes roles at PKS Investments, LPL Financial, Avantax Advisory Services, and 1st Global Advisors, among others. Morris holds the Series 66 designation and is based in Norman, OK. 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 using model portfolios and modular sleeves, with oversight by an Investment Committee and flexibility for advisors to customize portfolios.

Christopher Armstrong is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior experience includes roles at St. John & Associates, Northwestern Mutual Investment Services LLC, and Invesco Ltd. Outside of his advisory work, Armstrong is the owner of CK Properties LLC, where he is involved in real estate investing. 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 strategy using model portfolios and customizable investment sleeves, supported by a central Investment Management team and an Investment Committee.

David Elder is a financial advisor at Merit Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Merit Financial Advisors since 2009, with prior experience at LPL Financial and PKS Investments. 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 institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee.

James Breen is a Series 65-licensed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2025, following eight years at AMP Wealth Management and two years at Horizon Investments. 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, supported by a central Investment Management team and an Investment Committee.

Lori Price is a financial advisor at Merit Financial Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at Merit Financial Advisors since 2019. Her prior experience includes roles at LPL Financial and Private Advisor Group, LLC. She also operates Price Financial Group LLC, a business active since 1995. 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 approach with customizable model portfolios overseen by a central investment team and offers specialized services such as fiduciary and ESOP trustee work.

Ryan Evans is a CFP® and ChFC® with 21 years of industry experience. He is currently an advisor at Merit Financial Advisors and PKS Investments, having previously worked at Blueprint Wealth Advisors, LLC and Commonwealth Financial Network. Outside of his advisory roles, he owns George St. Securities, an operating LLC involved in business support activities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets 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 customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Kimberly Swope is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Tax Advisors, where she also serves as a tax preparer. Merit Financial Group, LLC manages approximately $10.6 billion for 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 internal Investment Management team and committee.

Amy Thomas is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 license with six years of industry experience. She previously worked at Harbour Investments, Inc. and Mennenga Tax & Financial. In addition to her advisory role, she prepares tax returns through Merit Tax Advisors. 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 through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

David Wahlen is a financial advisor at Merit Financial Advisors in Raleigh, NC, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at CapFinancial Partners LLC (CAPTRUST) and Hatteras Funds. Outside of his advisory role, Wahlen serves as a consultant for several third-party research firms, providing expertise on the competitive landscape and trends within the RIA industry. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, 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 allowing advisors to customize portfolios on various platforms.

Kurt Wiegert is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Merit Financial Advisors and has held prior roles at Purshe Kaplan Sterling Investments and Kestra Advisory. Wiegert is the owner of Towson Wealth Management, where he serves as a financial planner, and he also holds the position of treasurer for the Council of Unit Owners of Fairmount Green Condominium, Inc. 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 investment portfolios through centrally managed models and offers a range of wealth management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Steven Lieberman is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Merit Financial Advisors since 2026. His prior roles include eight years at Summit Financial, LLC and Purshe Kaplan Sterling Investments, and 27 years at Summit Equities, Inc. and Summit Financial Resources, Inc. He is also involved in financial planning and wealth management through a partnership at Summit Financial, LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 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, with options for customized portfolio management.

Anthony Lajeunesse is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by a central Investment Management team and an Investment Committee.

Cara Wolenec is a Series 65-licensed financial advisor at Merit Financial Advisors with 12 years of industry experience. She has worked at Pillar Wealth Management Co. from 2012 to the present. 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, supported by an Investment Management team and committee.

Jerome Mahalick is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds a Series 65 designation and previously worked for Asset Management For Professionals, Inc. for 31 years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a broad range of clients, including individuals, corporate and business 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 independent fiduciary and ESOP trustee work.

James Byers II is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at Clearbridge Wealth Management, Inc. and LPL Financial, LLC. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. 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, charitable organizations, and institutions. The firm uses a long-term, diversified investment approach through customizable model portfolios and provides a range of services including asset management, financial planning, and employee financial wellness programs.

Daniel Garcia is a financial advisor at Merit Financial Advisors in Southlake, TX, holding Series 66 and Series 63 licenses with six years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, Charles Schwab & Co., Inc., and Travelex. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios overseen by an internal Investment Management team.

Gregory Mahalick is a Series 65-licensed financial advisor with 19 years of industry experience. He currently works at Merit Financial Advisors and previously spent 19 years at Asset Management For Professionals, Inc. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for 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 investment sleeves, with oversight from a central Investment Management team and Investment Committee.

Ty Gentry is a Series 65-licensed financial advisor at Merit Financial Advisors with four years of industry experience. He previously worked at Sanctuary Wealth Management for three years and Idaho Central Credit Union for one year. 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 provides coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios overseen by an internal Investment Management team and allows advisors to customize models or manage accounts directly.

Stephen Frick Jr. is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PKS Investments, LPL Financial, and Synovus Securities. In addition to his advisory role, he provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets 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 customizable sleeves, supported by an Investment Management team and committee overseeing portfolio models and rebalancing.