Merus Advisors, LLC

Margaret Loncki is a financial advisor at Merus Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Certis Capital and Claremont McKenna College. Outside of financial advising, she is the managing member of Martin Untied LLC, a property management company. Merus Advisors serves individual clients and families, often business owners with additional entities holding real estate or other investments. The firm provides broad financial advisory services focused on evaluating third-party advisers and investment opportunities, combining macroeconomic analysis with classical portfolio theory to develop lower-volatility, low-correlation portfolios tailored to client goals.

Robert Lingle is a financial advisor with Merus Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Pacific Alternative Investments, LLC, Capital Growth Advisors, LLC, and Asset Alliance Corporation. In addition to his advisory work, he serves as Managing Director of Marketing at Merus Advisors and is a managing partner at Pacific Alternative Investments, where he focuses on sourcing and selling private investment offerings. Merus Advisors serves individual clients and families, often business owners with additional investment entities, providing financial advisory services such as asset allocation guidance and investment due diligence. The firm evaluates third-party advisers and investment opportunities, combining macroeconomic analysis with classical portfolio theory to tailor lower-volatility, low-correlation portfolios based on client-specific goals.