Merit Advisors, LLC

Join us for an Exclusive Severance Tax Roundtable & Luncheon! ? We’re thrilled to host our latest Severance Tax Roundtable and Luncheon at the Oklahoma City Petroleum Club on Tuesday, March 25th from 11:00 AM – 2:00 PM CST! ? This exclusive event offers a unique opportunity to connect with industry leaders while gaining valuable insights into the latest legislative and industry updates. ? What to Expect: ? Networking Lunch – Connect with top professionals in the field ? Legislative Insights – Updates from our Severance Tax Director, Chase Ezell, APA ? Audit Experiences – Learn from real-world case studies ? Key Industry Updates – Stay ahead of critical changes ? Enjoy great food, engaging discussions, and meaningful connections—it’s an afternoon you won’t want to miss! ? Haven’t RSVP’d yet? No problem! Reach out to Chase Ezell, APA at [email protected] or Kennedy McGill at [email protected] to secure your spot. ? We look forward to seeing you there! ?? Chase Ezell, APA Will Bader Richard Worth James Holzer Collin Shepherd Drew Harrold Marshall Green

The calm before the storm. The Daniel Energy Partners team is excited to host the 5th Annual THRIVE Energy Conference, Powered by Upright Digital and presented by Merit Advisors, LLC. Kicking off tomorrow, we look forward to greeting 2,800 of our closest industry friends. We are blessed to have great speakers, generous sponsors and great clients. This time tomorrow, I won’t be the only person sitting in the stands at Daikin Park. If you miss this year’s event, don’t worry. Our next major outing will be in Midland on November 11-12 when we will host our annual Permian Basin BBQ Cook-Off. Let Bill Austin if you would like to learn more about Daniel Energy Partners or reach out to either Cheryl Stanko or Mark R. Immekus if you would like to learn more about THRIVE or the BBQ. See everyone soon. JD Sean W. Mitchell Bob Stanton Joshua Jayne Geoff Jay Blake McLean Josh Lowrey Andy McDowell David de Roode Stanford Stratton Colby Sasso Tony Kroschewsky Jacinto Hernandez Payton Holcomb Kevin Courser Genaro Cibrián Courtney Mitchell

It’s almost that time!?The?2025 THRIVE Energy Conference is less than one week away! Merit Advisors, LLC will be there! ? We’re excited to be part of this high-impact event in Houston, where top energy leaders and investors come together to drive meaningful conversations and real progress. ?? Where to find us? Booth #52 ??What’s happening? Stop by Suite #23 for our Beretta Shotgun Giveaway & Whiskey Tasting ?? ? THRIVE, hosted by Daniel Energy Partners, powered by Upright Digital, and presented by Merit Advisors, LLC, is all about quality connections and innovative ideas. We can’t wait to connect, share insights, and discuss how we’re helping companies navigate the evolving energy landscape. ? If you’ll be at Daikin Park next week, swing by Booth #23 – let’s talk! Looking forward to seeing familiar faces and making new connections. ? #THRIVEEnergy2025 #MeritAdvisors #EnergyNetworking #WhiskeyTasting #ShotgunGiveaway #EnergyInnovation Marshall Green Tony Kroschewsky Jordan Simms, CMI Rebecca Terbrueggen (Coltrain) Winston Meintjes Will Presson Chris Roush Will Bader Shelby Schmitz O'Connor Daron Fredrickson Carolyn Shantz, CPA, CMI Wayne Miranda Chase Ezell, APA Vann Vandervoort, CMI Steven Carlile Richard Worth Kennedy McGill Shawn Carter, CPA Steven Oakes, APA Megan McCage Kielyn Lewis, MBA Samuel Hesse

Merit Advisors, LLC proud to be a part of Hart Energy Influential Women in Energy Luncheon, tomorrow, February 27th in Houston! ? We’re excited to connect with industry leaders and celebrate the incredible women who are driving innovation, leadership, and progress in the energy sector. As barriers continue to be broken, women are shaping the future of energy as entrepreneurs, innovators, and decision-makers. Looking forward to meaningful conversations and new opportunities! ? #WIE2025 #WomenInEnergy #Leadership #HartEnergy #MeritAdvisors #Networking Carolyn Shantz, CPA, CMI Shawn Carter, CPA Kendall Rybarski Morgan Chase, CPA Chase Ezell, APA Marshall Green Wayne Miranda

Merit Advisors, LLC' Property Tax Leadership Team is excited to be a part of the 2025 Texas Oil & Gas Association Annual Meeting & Lone Star Energy Forum! ? We look forward to meeting with industry leaders, gaining key insights, and collaborating on state-level issues to better serve our clients. ? See you in Austin! ? ? #TXOGA #EnergyLeadership #MeritAdvisors #PropertyTaxExperts #oilandgas Vann Vandervoort, CMI Drew Harrold Jennifer Vogler Wayne Miranda Yvonne Kimbrel Rob Clark

The Daniel Energy Partners 5th Annual THRIVE Energy Conference, Powered by Upright Digital, is less than two weeks away.?We would like to thank Tony Kroschewsky and Merit Advisors, LLC for stepping up as this year’s title sponsor.?In addition, we would like to thank Caterpillar Inc.; Dragon Products Ltd, Patterson-UTI, NexTier Completion Solutions, VoltaGrid, MEYER and NOV for their significant contribution to this year’s conference. In keeping with tradition, the conference will feature numerous industry leaders participating on panel discussions. ?Attendees can enjoy these informative panel discussions; visit the expo exhibits and/or leverage an exclusive forum for elevated industry networking.?Moreover, those with batting skills can take their chance with a few swings on the field at Daikin Park. And, of course, those who enjoy BBQ can sample offerings from Archrock, Innovex, WolfPack Industries, USA, United Vision Logistics and Mustang Cat, all of whom will be cooking for this year's attendees. Registration for this private, invite-only conference is open to clients and sponsors.?For those not familiar with the event, but interested in learning more, please reach out to either Cheryl Stanko or Mark R. Immekus. I look forward to seeing everyone at the ballpark. Sean W. Mitchell Bill Austin Bob Stanton Geoff Jay Josh Lowrey Andy McDowell Colby Sasso Genaro Cibrián Courtney Mitchell Stanford Stratton Herbert Bill Blake McLean Joshua Jayne

We extend our sincere gratitude to Merit Advisors, LLC, our esteemed sponsor of Econ Career Night, for their unwavering support and invaluable insights shared with our students. Their commitment to shaping the next generation of professionals is truly commendable, and we deeply appreciate their continued investment in our Economics students. Merit Advisors has built a strong connection with the Aggie network, recognizing the exceptional caliber of students from Economics. They value the outstanding preparation students receive from faculty, which equips them with the skills and knowledge needed to excel in professional environments. Their deep-rooted alumni network continues to grow, and they are always eager to welcome more Aggie graduates into their organization. Kennedy McGill from Merit Advisors recently had a conversation with an MS Economics student, Tejaswini Paleru where she shared what makes her role most rewarding—seeing people grow and succeed. Kennedy spoke passionately about how Merit Advisors takes immense pride in hiring and mentoring talented individuals, guiding them through career progression, and watching them develop into leaders. She highlighted how Merit Advisors fosters a culture of empowerment, professional development, and mentorship, ensuring that every employee has the resources and support needed to thrive. Kennedy emphasized that Merit Advisors' commitment to nurturing talent and fostering growth sets them apart as a standout employer in the field. Her dedication to helping individuals reach their full potential truly reflects the values that drive Merit Advisors' impact on students and professionals alike. Students eager to explore career opportunities with Merit Advisors can connect with them through LinkedIn or their website. Their team is highly engaged and welcomes questions and career discussions. #EconCareerNight #MeritAdvisors #AggieNetwork #CareerSuccess #StudentGrowth

Merit Advisors, LLC is excited to attend the Louisiana Oil & Gas Association Annual Meeting next week in Louisiana! ?? Louisiana’s oil & gas industry is vital to the Gulf Coast economy, and this event offers a great opportunity to hear from top industry leaders on key issues directly affecting the bottom line. Looking forward to insightful discussions and networking with industry experts. ? #LOGA #OilAndGas #MeritAdvisors #Networking

We are thrilled to welcome Jordan Simms, CMI as a Principal leading our Sales & Use Tax team in Dallas! With 20+ years of experience in sales & use tax, leadership, and strategic tax consulting, Jordan brings a wealth of expertise that will further strengthen our ability to deliver exceptional results for our clients.??His leadership and deep industry insights make him a fantastic addition to the Merit team, and we look forward to the impact he will make.? Join us in welcoming Jordan to the Merit team! ??

Merit Advisors, LLC is so excited to attend the Tax Executives Institute Houston Tax School & Conference next week! ?? ? This event brings together top tax professionals to discuss the latest trends and insights in corporate taxation. We look forward to connecting, learning, and sharing our expertise in tax consulting. Make sure to stop by the Merit Booth! ? #TEIHouston #TaxConference #CorporateTax #MeritAdvisors #TaxExperts #Networking