A Heart for Service.

Merit Financial Advisors and Pioneers Volunteer Network are excited to have created a unique collaboration based on the passion of community and giving. 

Merit Financial Advisors exists to enrich the lives of those we serve.

Merit is proud to be the newest Pioneer Volunteer Network member benefit provider. In business for over 25 years, Merit works with individuals and their families nationwide, helping them pursue financial wellness by utilizing financial planning and wealth management.

We will offer all Pioneer Members financial resources, tools, videos, webinars and events at all of the Pioneer Chapters around the country (if invited). We are also a resource for your financial planning and investment management needs.

Pioneer Volunteer Network, Merit Financial Advisors and LPL are separate entities.

 

Resources Designed for You and All Your Financial Needs

Our advice is clear and not clouded by an obligation to promote any proprietary investment vehicle, banking institution or insurance company. As an independent firm, we bring personalized advice, financial acumen and offer an infinite of financial vehicle options for the pursuit of financial goals.

 

Download Our Financial Tools Below

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Educational Webinars

Educational seminars on financial topics that are important to you. Register for educational events today!

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50/50 Events

These fun and informative events support your funny bone and your financial prowess. Register for 50/50 events today!

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Social Events

Getting together with like-minded people for some fun, what could be better? Register for social events in your area.

website page icons nwesletter

National Monthly Newsletter

Important and timley information about events and resources. View the newsletter below.

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Sponsorship Events

We are out to support both the National and Chapter-specific efforts of Pioneers Volunteer members. Contact us to help in your area.

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Videos on Demand

Here, you will find webinar replays, financial tool explanations and calculators. Learn more below!

Meet Our Team

Brad Cast

Wealth Manager, Partner

Blaine Malcom

Wealth Manager, Branch Manager, Partner

Zac Beckerley

Wealth Manager, Partner

Kyle Shores

Wealth Manager, Partner

Scott Crowe

Wealth Manager, Branch Manager, Partner

Billy Focia

Wealth Manager

Stephen Frick

Wealth Manager, Branch Manager, Partner

nicole denson

Nicole Denson

Client Development Manager

Heather Perry

Heather Peery

Regional Operations Administrator