Lauren Dalton is a financial advisor with Merit Financial Advisors in Pocatello, ID, holding a Series 66 designation and 10 years of industry experience. She has previously worked at Sanctuary Wealth Management, Kalos Capital, and H&R Block. 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 including asset management, financial planning, and retirement plan advice, using a long-term, diversified investment approach managed by an internal team and customizable by advisors.

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 28 years of industry experience. He holds a Series 66 designation and has worked at firms including Sanctuary Wealth Management, Kalos Capital, and Fiduciary Services. Esplin also serves as a member-manager in multiple business operations related to investment management and real estate development. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm manages about $23.9 billion in assets and offers coordinated wealth management services including asset management, financial planning, retirement plan advice, and employee financial-wellness programs. Their investment approach emphasizes long-term, diversified portfolios constructed through centrally managed sleeves and model allocations, allowing for customization by advisors.

Brett Robison is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fiduciary Services LLC, Kalos Capital, and Sanctuary Wealth Management, where he was involved for over two decades. Robison also operates as an independent insurance agent with a 30-year history and manages several real estate holding and development companies. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary management with a range of specialized wealth management and advisory services.

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 at Merit Financial Advisors in Pocatello, ID, holding a Series 66 designation with 18 years of industry experience. His career includes roles at Fiduciary Services LLC, Kalos Capital, and Sanctuary Wealth Management. Outside of his advisory work, he co-owns and assists with a small business that provides bookkeeping, payroll, and tax services to local small businesses. 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 managed by an internal Investment Management team and Investment Committee, allowing advisors to customize portfolios using various models and strategies.