Merit Financial Advisors Partners with Zimmermann Investment Management & Planning and Establishes Fourth Office in Pennsylvania by Katie Copeland | Jan 7, 2025 | Merit
Merit Financial Advisors Partners with Roth Asset Management and Expands Presence in Pacific Northwest by Katie Copeland | Dec 17, 2024 | Merit
Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management by Katie Copeland | Dec 17, 2024 | Apella
Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc. by Katie Copeland | Dec 10, 2024 | Apella