Chad Stevens is a CFP®-certified financial advisor with Merit Financial Advisors, bringing six years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Stevens is based in Greenwood Village, 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, and institutions. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

David Grundy is a financial advisor at Merit Financial Advisors in Denver, CO, holding a Series 66 designation with two years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Thrivent Financial, as well as time as a self-employed professional. He serves on the board of the Rise Foundation, a nonprofit organization. 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 using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary management supported by a combination of fundamental, technical, and cyclical analysis.