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.

Christian O'Connor is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Harbour Investments, Inc., Calton & Associates, and MPC. In addition to his advisory role, he provides tax preparation and planning services through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered 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 sleeves across various asset types, supported by a central Investment Management team and Investment Committee.

Alexander Barthold is a CFP® with 17 years of industry experience, currently serving at Merit Financial Advisors. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management. Barthold holds the Series 66 designation and operates out of Alpharetta, GA. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors and over 14,000 clients. The firm serves a diverse client base with a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.

Doane Harrison is a Series 66 licensed financial advisor with 26 years of industry experience, currently with Merit Financial Advisors. His career includes roles at LPL Financial, Avantax, and founding Harrison Henderson, PLLC. Outside of his advisory work, he has been involved in local politics, running a campaign for City Council in Norman, Oklahoma. 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 overseen models and offers a range of wealth management and educational services.

Peter Mersberger is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PKS Investments, LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, he serves as Vice President of the Seven Mile Lake Association, a nonprofit organization. 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, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing model portfolios and modular sleeves, with oversight from a central Investment Management team and Investment Committee.

Tucker Sandercock is a Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. He has worked at Merit since 2026 and previously at Chatham Wealth Management and Wells Fargo Clearing Services. His background also includes roles outside finance, such as with AMC Networks and the Department of the Army. 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.

Curt Zimmermann is a financial advisor at Merit Financial Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors. Outside of his advisory work, he is involved as a partner in Around the Post Pickleball LLC and serves as a director for the PA State Police Camp Cadet Troop H, where he reviews and discusses financial statements. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 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 Committee, providing both discretionary and non-discretionary account management.

Timothy Williams is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked with multiple firms, including Wealth Enhancement Advisory Services and Jackson National Life Distributors. 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 focuses on long-term, diversified portfolios managed through centrally coordinated models while allowing advisor customization, and it offers a range of wealth management services including financial planning, retirement plan advice, and employee financial wellness programs.

Laura Sithens is a financial advisor at Merit Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including PKS Investments, LPL Financial LLC, ACG Wealth Inc., and PFM Capital Management 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 with a focus on long-term, diversified portfolios managed through centrally overseen models and customizable strategies.

Gregory Richards is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including First Financial Group, Inc. and Triad Advisors, Inc. Outside of his advisory role, he serves as Judge Advocate for the Hershey American Legion Post 386 and is a board member and treasurer for the Valle del Sol Phase 6 Homeowners Association. He is also an attorney specializing in estate planning matters. 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 using a long-term, diversified investment approach with customizable models and both discretionary and non-discretionary authority.

Hector Luna is a financial advisor at Merit Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MAI Capital Management, LPL Financial, and Fidelity. 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 using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.

Joseph Emme is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and Commonwealth Financial Network. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices, managing about $23.9 billion in assets. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios supported by an internal Investment Management team and Investment Committee.

Brian Martin is a financial advisor at Merit Financial Advisors with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at PKS Investments, LPL Financial, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, A.G. Edwards & Sons, and Ameriprise. He is also an independent insurance agent providing insurance advice to clients. 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 coordinated wealth management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios overseen by an internal Investment Management team and Investment Committee.

Timothy Nelson is a financial advisor with Merit Financial Advisors in Edmond, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial and Avantax Advisory Services. Outside of his advisory work, he owns a tax preparation and accounting firm, L. Myles Smith & Co. 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 modular sleeves, with oversight provided by a central investment team and committee.

Andrea Zoeller is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Merit Financial Advisors and has held previous roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Voya Financial Advisors. Zoeller serves as a board member and committee chair for the De Pere Area Chamber of Commerce, where she organizes volunteer activities for area youth. 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, utilizing a long-term, diversified investment approach with customizable models overseen by an internal Investment Management team and Investment Committee.

Stephen Regouby is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Merit Financial Advisors in Tulsa, OK, and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Avantax, and 1st Global Advisors. He is also a licensed notary. 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 $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models supported by an internal Investment Management team.

Jason Martone is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Riversource Investments. 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, 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 Management team and Committee, while allowing advisors to customize portfolios on various platforms.

Sean Storck is a Certified Financial Planner® with 20 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Avantax. Outside of advisory roles, he is involved in tax preparation and consulting through Reason Tax Group, LLC and Reason Financial and Tax. 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 a long-term, diversified investment approach and customizable portfolio management.

Nicholas Rodriguez is a CFP® professional with two years of industry experience. He currently works at Merit Financial Advisors in San Antonio, TX, and has previously been employed at several firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside of financial advising, he operates a pressure washing business. 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 Investment Management team and Investment Committee.