Mechanicsburg, PA Office

George Kegerreis Jr. is a financial advisor at Merit Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Zimmerman Investment Management and Planning, LLC, and Professional Financial Advisors, Inc. Outside of his financial advisory role, he serves on the auditing committee for Faith Immanuel Presbyterian Church. 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 uses a long-term, diversified investment approach with customizable model portfolios and offers a range of services such as asset management, financial planning, retirement advice, and employee financial wellness programs.

Kimberly Swope is a financial advisor at Merit Financial Advisors with 20 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at multiple firms including Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Tax Advisors, where she also serves as a tax preparer. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices with approximately $23.9 billion in assets under management. The firm focuses on long-term, diversified portfolios supported by a centrally managed investment process and offers services such as financial planning, retirement plan advice, and employee financial wellness programs.

Curt Zimmermann is a financial advisor at Merit Financial Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors. Outside of his advisory work, he is involved as a partner in Around the Post Pickleball LLC and serves as a director for the PA State Police Camp Cadet Troop H, where he reviews and discusses financial statements. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal Investment Committee, providing both discretionary and non-discretionary account management.

Terence Gibbons is a financial advisor at Merit Financial Advisors with five years of industry experience. He has worked at various firms including Nancy S. Daoud & Associates, LLC, Granite Group Advisors, LLC, and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach with both discretionary and non-discretionary account management.

Jeffrey Nickum is a financial advisor with Merit Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Zimmermann Investment Management & Planning, and Professional Financial Advisors, Inc. Merit Financial Group, LLC manages approximately $10.6 billion and serves 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 committee.

Justin Taillon is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Zimmerman Investment Management and Planning and Purshe Kaplan Sterling Investments since 2020, and previously at M&M Bedding. Taillon is also a licensed insurance agent and registered representative, occasionally offering commissionable insurance and investment products to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base, including individuals, businesses, retirement plan sponsors, and nonprofit organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.