Rockford, IL Office

Shawn Quam Schulz is a financial advisor at Merit Financial Advisors with 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Ameriprise Financial Services, Inc. He is a co-owner of The Wood Shop, a non-investment-related business. 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.

Duncan Reidner is a CFP® and holds a Series 66 license with two years of experience in the financial services industry. He has worked at Merit Financial Advisors since 2025 and previously at Blueprint Wealth Advisors and Citizens State Bank. 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 with an investment approach focused on long-term, diversified portfolios using centrally managed sleeves and customizable models overseen by an internal Investment Management team.

Linda Thomas is a financial advisor with Merit Financial Advisors in Rockford, IL, holding a Series 66 designation and 26 years of industry experience. Her career includes roles at Ameriprise Financial Services, Commonwealth Financial Network, and Blueprint Wealth 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 sleeves, with oversight from a central Investment Management team and Investment Committee.

Steven Fagan is a financial advisor at Merit Financial Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved with Estate Conservation & Preservation, Inc., servicing a small number of remaining clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers additional services such as independent fiduciary work and employee financial wellness programs.