Madison, WI Atlas Avenue Office

Royce Kurtz is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Harbour Investments, Inc. and Woodbury Financial Services, INC. He is also involved in tax preparation and planning through Mennenga Tax & Financial and Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving 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 Investment Committee.

James Ewing is a financial advisor at Merit Financial Advisors in Madison, WI, with 12 years of industry experience. He previously worked at Harbour Investments, Inc., Woodbury Financial Services Inc., and Mennenga Tax & Financial. Outside of his advisory role, he serves as treasurer for the 7591 Foundation, a nonprofit supporting veteran organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and adaptable by advisors to meet client needs.

Elena Bonilla is a financial advisor at Merit Financial Advisors with one year of industry experience. She holds the Series 66 designation and has worked at Merit Financial Advisors, Mennenga Tax & Financial, and Harbour Investments, Inc. Outside of her advisory role, she is involved in tax return preparation and tax planning through Mennenga Tax & Financial. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Mark Zierath is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Inc. and Mennenga Tax & Financial Services. In addition to his advisory role, he provides tax planning and filing services at Merit Tax Advisors. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable modular sleeves, supported by an investment management team and committee.

Lloyd Mennenga is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harbour Investments, Woodbury Financial Services, and Avantax Advisory Services. Outside of advisory work, he provides tax preparation and tax planning services through Merit Tax Advisors. 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 a focus on long-term, diversified portfolios managed through both discretionary and non-discretionary approaches.

Michael Swenson is a financial advisor at Merit Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Mennenga Tax & Financial Services, Woodbury Financial, Harbour Investments, Inc., and PKS Investments. In addition to his advisory work, he is involved in tax preparation and planning through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable modular sleeves, overseen by a central Investment Management team and Investment Committee.

Amy Thomas is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 license with six years of industry experience. She previously worked at Harbour Investments, Inc. and Mennenga Tax & Financial. In addition to her advisory role, she prepares tax returns through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered 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 through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Christian O'Connor is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Harbour Investments, Inc., Calton & Associates, and MPC. In addition to his advisory role, he provides tax preparation and planning services through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves across various asset types, supported by a central Investment Management team and Investment Committee.

Tony Mennenga is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Harbour Investments, Inc and Woodbury Financial Services, Inc. In addition to his advisory role, he provides tax preparation and planning services through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving 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 modular sleeves, with oversight by a central investment team and committee.

Marshall Mennenga is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including Woodbury Financial Services, Inc., Harbour Investments, Inc., and Mennenga Tax & Financial Service. He serves on the board of the Madison College Foundation, participating in its Governance and Finance and Investments committees. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving 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 modular sleeves, with oversight by a central Investment Management team and an Investment Committee.