Zachary Mersberger is a CFA® charterholder with 15 years of industry experience, currently serving at Merit Financial Advisors since 2022. His prior roles include positions at LPL Financial, M Squared Advisory, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, he is involved with Good Medicine Developers LLC, a business entity for tax and investment purposes. 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 model portfolios and customizable sleeves, with oversight by a central Investment Management team and an Investment Committee.

Robyn Jameson is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Merit Financial Advisors. She has held roles at Purshe Kaplan Sterling Investments and Trinity Financial Partners, among others. Outside of her advisory work, she serves as Treasurer and board member for the nonprofit Intimate Allies and participates in various community and development committees. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors and $23.9 billion in client assets. The firm offers coordinated wealth-management services tailored through a diversified investment approach combining centrally managed sleeves, model allocations, and advisor customization.

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 26 years of industry experience, currently serving at Merit Financial Advisors. His previous roles include positions at PKS Investments, LPL Financial, Avantax Advisory Services, and 1st Global Advisors. In addition to his advisory work, he holds a regional director and investment adviser representative role at Merit Financial Advisors. 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 offers coordinated wealth-management services emphasizing long-term, diversified portfolios managed through centrally designed models and customizable strategies.

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 Merit Financial Advisors, bringing 22 years of industry experience. He has held roles at AMP Wealth Management, Horizon Investments LLC, and founded Breen Financial Corporation. 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 Investment Management team and 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 at Merit Financial Advisors with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at multiple firms including Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Tax Advisors, where she also serves as a tax preparer. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices with approximately $23.9 billion in assets under management. The firm focuses on long-term, diversified portfolios supported by a centrally managed investment process and offers services such as financial planning, retirement plan advice, and employee financial wellness programs.

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, holding a Series 66 designation with 11 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, CapFinancial Partners LLC (CAPTRUST), CapFinancial Securities LLC, and Hatteras Funds. He also serves as an expert consultant for several third-party research firms, providing insights on the competitive landscape and trends in the RIA industry. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving around 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 committee.

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 financial advisor at Merit Financial Advisors in Middleton, WI, holding a Series 65 designation with 13 years of industry experience. She worked at Pillar Wealth Management Co. from 2012 to 2025. 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 and employs a long-term, diversified investment approach utilizing centrally managed model portfolios overseen by an internal 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 with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab & Co., Inc., Travelex, CETERA Advisor Networks LLC, Himelick Financial Group, and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices, managing nearly $24 billion in assets. The firm offers wealth management services including asset management, financial planning, and retirement plan advice, utilizing a long-term, diversified investment approach supported by both discretionary and non-discretionary management.

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.