Spokane, WA Office

Dominic O'Donovan is a financial advisor at Merit Financial Advisors in Spokane, WA, with eight years of industry experience. He holds a Series 66 designation and has worked at firms including T. Rowe Price Investment Services, Wells Fargo Asset Management, and AutoNation. His background also includes experience outside finance with Fish Window Cleaning. 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 portfolios managed through centrally designed models, offering both discretionary and non-discretionary services, with additional specialized offerings such as fiduciary and trustee services for qualified plans.

Liam Pearson Gamble is a financial advisor at Merit Financial Advisors in Spokane, WA, holding Series 65 and Series 63 registrations with seven years of industry experience. He previously worked at Northern Capital Retirement Services, Inc. and Northern Capital Management, Inc. for five years and spent two years at TD Ameritrade. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using a combination of centrally managed sleeves and customizable models, providing a range of wealth management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Cassandra Frederiksen is a financial advisor at Merit Financial Advisors in Spokane, WA, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Mariner Independent Advisor Network. In addition to her advisory work, she is a licensed notary in the State of Washington. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving roughly 20,000 clients across 66 offices. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed models overseen by an internal Investment Management team.

Michael Smalley is a CFP® professional at Merit Financial Advisors in Spokane, WA, with 16 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Viren and Associates. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Paul Viren is a ChFC® with 32 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has held prior roles at Purshe Kaplan Sterling Investments, Mariner Independent Advisor Network, LPL Financial Corporation, and Strategic Wealth Advisors Group. Outside of advising, he is an artist who creates and exhibits pens in local galleries, serves as chairperson for the Whitworth Presbyterian Church Endowment Committee, and is co-authoring a book aimed at educating financial advisors and investors. 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 portfolios managed through centrally overseen sleeves and models, offering customizable investment solutions supported by an internal Investment Management team and committee.