Randall Kim is a financial advisor at Merit Financial Advisors with 47 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at LPL Financial, Path Wealth Management LLC, Triad Financial Strategies, Inc., and Purshe Kaplan Sterling Investments. He also provides insurance advice as an agent. Merit Financial Group, LLC is an SEC-registered advisory 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 modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on discretionary or non-discretionary bases.

Christopher Loutsis is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Wells Fargo Advisors. Outside of his advisory work, he serves as president of two nonprofit organizations focused on public benefits, Civil Liberty Training and Affordable Housing Services. 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 strategy with customizable model portfolios overseen by a central investment team, offering a range of services from asset management to employee financial wellness programs.

Michael Baer is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and Charles Schwab. Outside of his advisory role, Baer serves as a mascot for the Seattle Sounders Football Club and consults on RIA industry trends for Dialectica. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients nationally. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach combining centrally managed portfolios with advisor customization options.

Robert Seibel Jr. is a financial advisor at Merit Financial Advisors with seven years of industry experience and holds a Series 66 designation. His prior work includes roles at Purshe Kaplan Sterling Investments, Fidelity Investments, Edward Jones, and Pacific Life Insurance Company. Outside of his advisory work, he has experience in the food service industry, having worked at Taste of Belgium and Trio Bistro. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset management, financial planning, retirement plan advice, and employee financial wellness programs, employing a long-term, diversified investment approach through customizable model portfolios and oversight by a central Investment Management team.

Bijan Ramirez is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Real Talk Capital, Facet Wealth, Wealth Enhancement Group, and Sva Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors providing wealth management services, including asset management, financial planning, and employee financial-wellness programs. The firm’s investment approach focuses on long-term, diversified portfolios overseen by an internal Investment Management team and allows customization by advisors.

Tait Lane is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Triad Financial Strategies. Outside of advising, he serves on the board of a professional condominium association. Merit Financial Group, LLC manages approximately $10.6 billion and serves individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm uses a long-term, diversified investment approach with model portfolios and customizable strategies, supported by an internal investment management team and committee.

Kathleen O’dell is a financial advisor at Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Purse Kaplan Sterling Investments, Ameriprise, and SG Long Financial, as well as earlier retail experience at Bath & Body Works and Maurices. 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 supported by an internal Investment Management team.

Thomas Bakamus is a financial advisor with Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Russell Investments. Merit Financial Group 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 customizable strategies overseen by a central Investment Management team.

Shawna Bain is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for 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 customizable strategies overseen by an Investment Committee, offering services such as asset management, financial planning, and employee financial wellness programs.