Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation, and both buy-and-hold and active management strategies. He founded the investment advisory firm Merriman, Inc., which manages more than $1.5 billion for more than 2,000 U.S. households.

The author of four personal investing books, including Live It Up Without Outliving Your Money!, and numerous online articles for FundAdvice.com, Merriman has led more than 1,000 investor workshops, hosted a weekly radio program, and has been a featured guest on local, regional, and national television shows. Money magazine named his weekly podcast "Sound Investing" as "the best money podcast." Twice he has been a featured guest speaker at Harvard University's investor psychology conference.

Merriman is the recipient of a distinguished alumni award from Western Washington University's School of Economics and is a founding member of the board of directors of Global HELP, a Seattle-based non-profit producer of medical publications distributed free of charge to healthcare workers in developing nations.