Lauren Dalton is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Merit Financial Advisors since 2025 and previously held roles at H&R Block, Kalos Capital, and Sanctuary Wealth Management. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Andrew Cortez is a Series 65 licensed financial advisor with Merit Financial Advisors in Pocatello, ID, bringing two years of industry experience. He previously worked at Sanctuary Wealth Management and Westmark Credit Union. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base including individuals, businesses, 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.

Ty Gentry is a Series 65-licensed financial advisor at Merit Financial Advisors with four years of industry experience. He previously worked at Sanctuary Wealth Management for three years and Idaho Central Credit Union for one year. 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 provides coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios overseen by an internal Investment Management team and allows advisors to customize models or manage accounts directly.

Gene Esplin is a financial advisor at Merit Financial Advisors with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Fiduciary Services, LLC, Kalos Capital, and Sanctuary Wealth Management, LLC. Outside of his advisory role, he is involved as a member-manager in several business ventures, including Community Capital LLC and various real estate development companies. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plans, and institutions. The firm employs a long-term, diversified investment approach through tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Brett Robison is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes leadership roles at Sanctuary Wealth Management and Fiduciary Services LLC, along with experience as an independent insurance agent. He is also involved in multiple real estate holding and development companies, participating in various aspects of their operations. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Austin Smellie is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Sanctuary Wealth Management and Idaho State University. Outside of his advisory role, he was employed by the Church of Jesus Christ of Latter-day Saints for two years. 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 emphasizes long-term, diversified portfolios managed through centrally overseen models, allowing for advisor customization and a range of discretionary and non-discretionary management options.

Ashley Anderson is a Series 65 licensed financial advisor at Merit Financial Advisors with four years of industry experience. Prior to joining Merit in 2025, Anderson worked at Sanctuary Wealth Management for seven years and Ireland Bank for five years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and an Investment Committee.

Joel Phillips is a financial advisor with Merit Financial Advisors in Pocatello, ID, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Fiduciary Services LLC, Kalos Capital, and Sanctuary Wealth Management. Outside of advising, he co-owns and assists with a small business consulting firm that provides bookkeeping, payroll, and tax services to local small businesses. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm applies a long-term, diversified investment approach using model portfolios and modular strategies, with oversight by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on discretionary or non-discretionary bases.