Erin Wozniak is a financial advisor at Merit Financial Advisors with 14 years of industry experience. She holds Series 66 and Series 65 credentials and has previously worked at Commonwealth Financial Network, Advantage Investment Management, LPL Financial, and TL Financial Group. 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 centered on centrally managed portfolios overseen by an internal Investment Management team and committee.

Christina Perna is a financial advisor at Merit Financial Advisors with 19 years of industry experience. She holds a Series 66 designation and has previously worked at TL Financial Group, Commonwealth Financial Network, LPL Financial, and Advantage Investment Management LLC. In addition to her advisory role, she is also a notary public. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving 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 modular sleeves, with oversight from a central Investment Management team and an Investment Committee.

Michelle Lafuente is a financial advisor with Merit Financial Advisors, holding Series 65 and Series 66 credentials and 14 years of industry experience. She has previously worked at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients through 66 offices, managing approximately $23.9 billion in assets. The firm offers wealth-management services including asset management, financial planning, and employee financial-wellness programs, and employs a long-term, diversified investment approach with customizable portfolio models overseen by an internal investment team.

Anthony Lajeunesse is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network, LPL Financial, Advantage Investment Management, and TL Financial Group. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by a central Investment Management team and an Investment Committee.