Douglas Morris is a CFP® with 25 years of industry experience and currently serves at Merit Financial Advisors. His prior experience includes roles at PKS Investments, LPL Financial, Avantax Advisory Services, and 1st Global Advisors, among others. Morris holds the Series 66 designation and is based in Norman, OK. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors 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 modular sleeves, with oversight by an Investment Committee and flexibility for advisors to customize portfolios.

Doane Harrison is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial, Avantax Investment Services, and 1st Global Advisors. Outside of his advisory role, he has been involved in a political campaign for a municipal office in Norman, Oklahoma, and serves as a trustee for several family trusts. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers services such as asset management, financial planning, retirement plan advice, and employee financial wellness programs.