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Paul T

Series 66

Newtown, PA

Merit Financial Advisors

Paul Teufel is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Ameriprise, GlennCo LLC, and Purshe Kaplan Sterling Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for 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 an Investment Committee, while also offering specialized services such as fiduciary and ESOP trustee work.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Glenn C

Series 66

Newtown, PA

Merit Financial Advisors

Glenn Cohen is a financial advisor at Merit Financial Advisors with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and HD Vest Advisory Services. In addition to his advisory role, he owns a CPA firm that provides accounting and tax services for businesses and individuals. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, 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 allowing advisors flexibility in portfolio management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Ray M

CFP®, Series 63, Series 66

Newtown, PA

Merit Financial Advisors

Ray Massey is a CFP® certificant and holds Series 63 and Series 66 licenses, with 10 years of experience in the financial services industry. He has worked at Merit Financial Advisors and PKS Investments since 2026, and previously held roles at GlennCo, LLC., Commonwealth Financial Network, and The Vanguard Group, Inc. Massey has experience in both investment advising and financial planning. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by internal teams with customization options for advisors.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Tevin H

Series 66, Series 63

Newtown, PA

Merit Financial Advisors

Tevin Hill is a financial advisor at Merit Financial Advisors with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Commonwealth Financial Network, GlennCo, LLC, and EisnerAmper Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model portfolios overseen by an internal Investment Management team.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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