Jesse Bell is a CFP® and ChFC® with 27 years of experience in financial advising. He currently works at Merit Financial Advisors and previously spent 15 years at Commonwealth Financial Network and 25 years at Bell Financial Services. Outside of his advisory work, he is a commercial pilot and flight instructor in Marquette, MI. 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 utilizing centrally managed models overseen by an internal Investment Committee.

Connor Mason is a CFP® with five years of industry experience and is currently an advisor at Merit Financial Advisors. He previously worked at Commonwealth Financial Network and Bell Financial Services. Mason is also the owner of CWMFS, LLC, a private entity involved in securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients. The firm focuses on long-term, diversified portfolios managed through centrally overseen models and offers coordinated wealth-management services including financial planning and retirement plan advice.