Michele Hammann is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining Merit, she worked at Wealthcare Advisory Partners, Avantax Investment Services, and 1st Global Advisors. Hammann serves as a board member of Commerce Bank, NA, and holds several trustee and advisory roles related to nonprofit and university organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.

Bert Falley II is a financial advisor at Merit Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wealthcare Advisory Partners, Avantax, Ss&C Solutions, and 1ST Global Advisors. Outside of his advisory role, he serves as trustee for a family farm operation and is managing member of a holding company for family farms and private bank stock. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, retirement plan sponsors, and institutions, employing a long-term, diversified investment approach through customizable model portfolios overseen by an Investment Committee.

James Colahan is a financial advisor at Merit Financial Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthcare Advisory Partners, Avantax, and 1ST Global in various capacities. Outside of his advisory work, he is involved with SSC CPAs & Advisors, a tax preparation and CPA firm. 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 approach using model portfolios and customizable strategies, overseen by a central Investment Management team and Investment Committee.

Colin Aldrich is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience with Wealthcare Advisory Partners LLC, Commerce Bank, and KeyBank National Association. Outside of his advisory role, he owns a short-term rental property managed through a third party. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio options.