Billings, MT Office

Ryan Gomendi is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2026. He previously worked at Commonwealth Financial Network and co-owns Kingdom Stewards Inc., a private entity facilitating securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving clients nationwide. 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 with discretionary or non-discretionary authority.

Kaelen Shay is a Series 65 credentialed financial advisor at Merit Financial Advisors with five years of industry experience. Prior to joining Merit Financial Advisors, Shay worked at Strategic Retirement Plans and holds a background that includes roles in tax services and accounting. He is also a co-owner of Montana ToM, LLC, a local real estate management entity. 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’s investment approach emphasizes long-term, diversified portfolios constructed from centrally managed sleeves and model allocations, with flexibility for customization by advisors.

Robert Harsha is a CFP® with 23 years of industry experience and is currently affiliated with Merit Financial Advisors. His prior experience includes roles at Strategic Retirement Plans, Commonwealth Financial Network, and Yellowstone Financial Group Inc., where he was also an owner. 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 with an investment approach focused on long-term, diversified portfolios managed through centrally overseen models complemented by advisor customization.

Amanda Mc Allister is a financial advisor at Merit Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Strategic Retirement Plans for four years and Ultra Graphics for seven years. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services including asset management and financial planning, with an investment approach focused on long-term, diversified portfolios managed through centrally overseen models that advisors can customize.

Isaiah Broyles is a financial advisor at Merit Financial Advisors in Billings, MT, holding Series 63 and Series 66 licenses with four years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Strategic Retirement Plans, Bank of America N.A., Merrill, and several other firms. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across multiple offices. The firm offers coordinated wealth management services, utilizing a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Management team.

Joshua Monson is a financial advisor with Merit Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Merit, he spent 12 years working with Billings Public Schools. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across numerous offices. The firm focuses on long-term, diversified portfolios managed through a combination of centrally managed models and advisor customization, offering a range of wealth-management services including asset management, financial planning, and retirement plan advice.

Gabriel Lapito is a CFP® and PFS™ with 19 years of experience in the financial industry. He currently works at Merit Financial Advisors and previously spent 19 years at Strategic Retirement Plans and 19 years at Commonwealth Financial Network. He serves as president and director of Kingdom Stewards, Inc., an operating company for securities, investment advisory, and insurance business practices. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally coordinated models, offering wealth management, retirement plan advice, and financial wellness programs.