Merit Advisors, Inc.

Mark Holloway is a financial advisor with Merit Advisors, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Oak Hills Securities, Inc. since 2017 and previously held roles at WFG Advisors, LP and WFG Investments Inc. Outside of advising, Holloway is involved in a construction and remodeling business in Oklahoma City. Merit Advisors serves individual clients, including high-net-worth individuals, and other investment advisers by providing portfolio management and a model-based signal service. The firm’s approach centers on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Chad Rogers is a financial advisor at Merit Advisors, Inc. with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Merit Advisors in 2024, he worked at Rogers Financial, Inc. and Independent Financial Partners, LLC, among other firms. Outside of his advisory role, he serves as CEO and President of Rogers Financial, Inc., which offers fixed product life, disability, long-term care, health insurance, and fixed annuity products. Merit Advisors serves individual clients, including high-net-worth individuals, and other investment advisers by providing portfolio management and a model-based signal service centered on a Managed Bond Strategy. The firm’s approach uses technical, trend-following indicators to actively time bond allocations, employing complex instruments and offering both discretionary and non-discretionary management options.

Donald Dillingham is a CFA® charterholder with 40 years of industry experience, currently serving at Merit Advisors, Inc. in Oklahoma City, OK. He has worked at Oak Hills Securities, Inc. since 2007 and has been with Merit Advisors since 2003. Outside of his advisory role, Dillingham is involved in managing various private equity funds, tax credit acquisitions, and business ventures including restaurant holdings, advertising, broadcasting, and a nonprofit foundation. Merit Advisors serves individual clients, including high-net-worth individuals, as well as other investment advisers, providing portfolio management and a model-based signal service focused on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Gary Fraley is a CFA® charterholder with 16 years of industry experience. He is a managing partner at Merit Advisors, Inc., where he has worked since 2014, and previously worked at Oak Hills Securities, Inc. Outside of his advisory role, he manages a real estate brokerage and occasionally acts as a broker on real estate transactions. Merit Advisors serves individual clients and other investment advisers by providing portfolio management and a model-based signal service. The firm’s investment approach centers on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond mutual funds and cash equivalents.