Advisor Collective

Advisors

At Ai Merchantry, our collaborative partnership model brings together trusted professionals—from agents and advisors to CPAs and legal experts—to deliver integrated, values-driven financial solutions. Guided by clarity, care, and a relentless commitment to excellence, our teams across the U.S. unite under one purpose: to serve and elevate your life, wealth, health, and legacy through a seamless, human-centered experience.

Sofia Young

Head of Marketing

Emma Johnson

Project Manager

Ava Thompson

Operations Coordinator

Liam Carter

Creative Director

Sofia Young

Head of Marketing

Emma Johnson

Project Manager

Ava Thompson

Operations Coordinator

Liam Carter

Creative Director

Sofia Young

Head of Marketing

Emma Johnson

Project Manager

Ava Thompson

Operations Coordinator

Liam Carter

Creative Director

Sofia Young

Head of Marketing

Emma Johnson

Project Manager

Ava Thompson

Operations Coordinator

Liam Carter

Creative Director

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Speak with an Advisor

Corporate Office: Raleigh, NC

(844) 448-2246

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"On y va!" Collaborate

Helping you achieve financial success with expert guidance and personalized strategies.

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