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Ryan S

CFP®, Series 63

Towson, MD

Merit Financial Advisors

Ryan Silk is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Towson Wealth Management and Kestra Advisory Services. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with both discretionary and non-discretionary authority.

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

CFP®

Towson, MD

Merit Financial Advisors

Noah Gonzalez is a CFP® professional with six years of industry experience. He is currently with Merit Financial Advisors and Purshe Kaplan Sterling Investments, having previously worked at Kestra Investment Services. Gonzalez has involvement in financial associate roles assisting with client servicing. 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 supported by an internal Investment Management team and customizable model portfolios.

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

CFP®, Series 63

Towson, MD

Merit Financial Advisors

Kurt Wiegert is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Merit Financial Advisors and has held prior roles at Purshe Kaplan Sterling Investments and Kestra Advisory. Wiegert is the owner of Towson Wealth Management, where he serves as a financial planner, and he also holds the position of treasurer for the Council of Unit Owners of Fairmount Green Condominium, Inc. 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 investment portfolios through centrally managed models and offers a range of wealth management services including financial planning, retirement plan advice, and employee financial-wellness programs.

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