Billy Grissom III is a financial advisor at Merit Financial Advisors with five years of industry experience. He holds the Series 66 designation and has worked at PKS Investments, LPL Financial, Orion Talent, and served in the United States Marine Corps. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions, employing a long-term, diversified investment approach through customizable model portfolios and a combination of mutual funds, ETFs, individual securities, and third-party managers.

Thomas Campbell is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, LPL Financial, FFI Alternatives LLC, and Triad Advisors, Inc. Outside of his advisory work, he is the owner of Rock Tide Media, LLC, a content creation business, and serves as a trustee for the Kern Foundation, a family charity supporting local organizations. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Zachary Green is a CFP® professional with 13 years of industry experience, currently advising at Merit Financial Advisors. He has held positions at firms including Purshe Kaplan Sterling Investments, Wealth Enhancement Group, Morgan Stanley, and E*TRADE. Since 2013, he has also served as an adjunct faculty member teaching online courses at Liberty University. Merit Financial Group, LLC manages approximately $10.6 billion and serves 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 an Investment Committee.

David Wahlen is a financial advisor at Merit Financial Advisors in Raleigh, NC, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at CapFinancial Partners LLC (CAPTRUST) and Hatteras Funds. Outside of his advisory role, Wahlen serves as a consultant for several third-party research firms, providing expertise on the competitive landscape and trends within the RIA industry. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.