Daniel Vernon is a financial advisor with Merit Financial Advisors in Boca Raton, FL, holding a Series 66 designation and 25 years of industry experience. Prior to joining Merit Financial Group in 2021, he worked at Stone Creek Capital Management and Biltmore Capital Advisors, LLC. Outside of his advisory role, he manages Vernon Enterprises and Salus Aviation, both non-investment-related business activities. 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 focuses on long-term, diversified portfolios utilizing centrally managed sleeves and model allocations, offering both discretionary and non-discretionary services supported by fundamental analysis and an internal Investment Management team.

Nathaniel Burstin is a financial advisor with Merit Financial Advisors in Boca Raton, FL, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Biltmore Capital Advisors, Smartex Advisory Solutions, Wells Fargo Clearing, and Incapital 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 focuses on coordinated wealth-management services and employs a long-term, diversified investment approach built around centrally managed model portfolios and customizable options overseen by an internal investment committee.