Carly Hensley is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 20 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and has been with Merit Financial Advisors since 2010. Prior to that, she was associated with LPL Financial from 2010 to 2024. 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 strategy using model portfolios and customizable sleeves, with oversight by a central Investment Management team and Investment Committee.

Steven Denton is a CFP® professional with 22 years of industry experience, currently serving at Merit Financial Advisors since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and The Vanguard Group, Inc. He also holds a municipal leadership role as Deputy Town Manager in Stanley, North Carolina. 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 approach through customizable model portfolios overseen by a central Investment Management team and offers specialized services such as fiduciary and ESOP trustee work.

Margarite Lynch is a financial advisor at Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. She has worked at LPL Financial, LLC and Purshe Kaplan Sterling Investments prior to her current role. Outside of advisory work, she serves as a suite attendant at the Bank of America Stadium for the Carolina Panthers. Merit Financial Group, LLC manages approximately $10.6 billion 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, overseen by an Investment Committee, while offering customized portfolio management options.

Marcus Anderson is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2016 and previously at Purshe Kaplan Sterling Investments and LPL 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 overseen by an internal committee, allowing advisors to customize portfolios using fundamental, technical, and cyclical analysis methods.

Jeffrey Hillesland is a financial advisor at Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Merrill and The Vanguard Group. 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 approach using model portfolios and modular sleeves, with services that include asset management, financial planning, retirement plan advice, educational workshops, and employee financial wellness programs.