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Dominic O

Series 66

Spokane, WA

Merit Financial Advisors

Dominic O'Donovan is a financial advisor at Merit Financial Advisors in Spokane, WA, with eight years of industry experience. He holds a Series 66 designation and has worked at firms including T. Rowe Price Investment Services, Wells Fargo Asset Management, and AutoNation. His background also includes experience outside finance with Fish Window Cleaning. 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 focuses on long-term, diversified portfolios managed through centrally designed models, offering both discretionary and non-discretionary services, with additional specialized offerings such as fiduciary and trustee services for qualified plans.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Liam P

Series 65, Series 63

Spokane, WA

Merit Financial Advisors

Liam Pearson Gamble is a financial advisor at Merit Financial Advisors in Spokane, WA, holding Series 65 and Series 63 credentials with seven years of industry experience. He has previously worked at Northern Capital Retirement Services, Inc., Northern Capital Management, Inc., and TD Ameritrade. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and uses a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Cassandra F

Series 66, Series 63

Spokane, WA

Merit Financial Advisors

Cassandra Frederiksen is a financial advisor with Merit Financial Advisors in Spokane, WA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. Her career includes roles at LPL Financial, Mariner Independent Advisor Network, and Purshe Kaplan Sterling Investments. She is also a commissioned notary public in the state of Washington. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across multiple offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal committee, allowing advisors to customize portfolios using various models and platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Michael S

CFP®, Series 63, Series 66

Spokane, WA

Merit Financial Advisors

Michael Smalley is a CFP® professional at Merit Financial Advisors in Spokane, WA, with 16 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Viren and Associates. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Paul V

ChFC®, Series 63, Series 65

Spokane, WA

Merit Financial Advisors

Paul Viren is a ChFC® with 32 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has held prior roles at Purshe Kaplan Sterling Investments, Mariner Independent Advisor Network, LPL Financial Corporation, and Strategic Wealth Advisors Group. Outside of advising, he is an artist who creates and exhibits pens in local galleries, serves as chairperson for the Whitworth Presbyterian Church Endowment Committee, and is co-authoring a book aimed at educating financial advisors and investors. 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 focuses on long-term, diversified portfolios managed through centrally overseen sleeves and models, offering customizable investment solutions supported by an internal Investment Management team and committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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