Stephen Taylor is a CFP® professional with 19 years of industry experience, currently serving at Merited Wealth, LLC. He previously operated his own wealth management and investment firms and maintains a legal practice specializing in estate planning and providing expert witness testimony in litigation. Taylor is also an independent insurance agent. Merited Wealth, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm focuses on long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, and provides portfolio oversight through third-party platforms and a client portal.

Jesus Arteaga is a CFP® professional with 25 years of industry experience. He is currently with Merited Wealth, LLC, where he has worked since 2023, following prior roles at Money Concepts Capital Corp. and Invest Financial Corp. He is also a partner in Heritage Financial Group LLC, which provides employee benefits and insurance services. Merited Wealth, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate clients. The firm employs primarily long-term investment strategies using equities, mutual funds, and ETFs, supported by third-party platforms and comprehensive account consolidation tools.

Giancarlo Lamourtte is a CFP® with five years of industry experience, currently serving as a financial advisor at Merited Wealth, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Raymond James. He is a member of the Board of Directors for the Financial Planning Association of Miami. Merited Wealth provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm primarily implements long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, supported by third-party platforms and client account aggregation tools.

Sean Pendray is a ChFC® with 26 years of experience in the financial services industry. He is currently with Merited Wealth, LLC and has previous experience at Mutual Trust Asset Management, Freedom Investors Corp., and his own firm, Pendray Financial Associates, which he has operated since 2012. Outside of advisory work, he is involved in insurance-related activities, including annuity products and life insurance, as well as Medicare and Medicaid compliance solutions. Merited Wealth provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm emphasizes long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, supported by third-party platforms and annual portfolio reviews.