Megan McCage

Megan McCage is a Director at Merit Advisors in the Property Tax practice in addition to being the Head of Property Tax Personnel and Training. Megan leads a team of dedicated consultants focused on adding value to each client’s portfolio by minimizing annual property tax liabilities and ensuring accurate valuations. With client assets in almost every state, she brings unmatched technical expertise to Merit’s clients.

Before joining Merit in 2006, Megan was employed at Chesapeake Energy as a Senior Accountant Assistant.

Megan earned a Business Administration Degree from Texas Women’s University. She is an active member of the Institute for Professionals in Taxation and the Oklahoma Association of Tax Representatives.

Robert Sawyer

Robert Sawyer, CCIM, SIOR, is a Director at Merit Advisors. Robert leads Real Estate Services and manages industrial, office and land assets for owners and occupiers throughout the United States to maximize the value of their commercial real estate portfolios. He provides consulting and brokerage services to companies with unique requirements, strategic growth initiatives and downsizing events in the oilfield and industrial sector.

Robert joined Merit in 2022 with over 16 years of experience in the industrial and office real estate sector. He is also the President and a Managing Broker for Formation Real Estate, a boutique oil and gas and investment real estate services firm.

Robert graduated from Texas Christian University in 2007 with a BBA in Finance with a Real Estate emphasis. He earned the Certified Commercial Investment Member (CCIM) designation in 2016 and was admitted to the Society of Industrial and Office Realtors (SIOR) in 2021 as an Industrial Specialist.

Chase Ezell

Chase Ezell is a Director at Merit Advisors leading the Severance Tax practice. Chase works with oil and gas companies in several states to reduce their severance tax liabilities, manage risk and ensure their compliance with state regulations and reporting requirements. Chase’s scope of services includes ongoing deduction and incentive identification, refund reviews to recoup overpaid tax, compliance, and full outsourcing services.

Prior to joining Merit, Chase led the severance tax practice at Alvarez & Marsal. Previously, he was a Severance Tax Manager at Ernst & Young, where he also led sales and use tax engagements for many oil and gas clients.

Chase earned his Bachelor of Science in Finance from Louisiana State University. He is an Accredited Petroleum Accountant (APA) as well as an active member of the Council of Petroleum Accountants Societies (COPAS), and he has presented at several local COPAS events in Texas and Oklahoma.

Marshall Green

Marshall Green is a Director at Merit Advisors, where he leads the business development effort.

Marshall joined Merit in 2025 after spending more than 15 years in institutional equity sales. Most recently, he served as a VP in the investment bank at UBS, where he was responsible for managing relationships with both institutional investors and senior executives at publicly traded companies. Previously, Marshall worked for several years at a boutique oil and gas investment bank in Chicago. Prior to his time in equity sales, Marshall began his career trading commodity futures at the Chicago Board of Trade.

Marshall earned his Bachelor of Arts degree in Political Science from Auburn University in 2004.

Nick Alexander

Nick Alexander is the Director of Technology at Merit Advisors, where he leads strategic IT initiatives focusing on digital transformation, technology project implementation and product development. His role involves defining transformational roadmaps, managing change strategies and delivering innovative solutions to drive business growth.

Before joining Merit in 2024, Nick worked at PricewaterhouseCoopers (PwC) from 2018 to 2024. At PwC, he led digital transformation strategies and executed large-scale program management for Fortune 500 clients across various industries. Nick’s notable projects included defining IT strategies, developing operating models, managing complex technology implementations and spearheading product development initiatives, which significantly improved operational efficiency and business outcomes for clients.

Nick holds an MBA from Creighton University, an MFA in Writing from Lindenwood University and a BA in English from Eastern Illinois University. He has held certifications as a Google Associate Cloud Engineer, AWS Certified Solutions Architect, SAFe Agile Product Manager, SAFe DevOps Practitioner, and Certified Scrum Master.

Luke Reese, CMI

Luke Reese is a Director at Merit Advisors in the Sales and Use Tax practice. Luke specializes in audit defense, refund recovery, use tax compliance, and tax planning for clients across the oil and gas and petrochemical industries. He also works with other manufacturers, contractors and renewable energy providers.

Through his 10 years of experience in sales and use tax, Luke has acquired extensive knowledge of oil and gas operations, which he uses to maximize tax savings and value created for his clients. He cultivates long-term relationships with his clients and constantly seeks opportunities to add value to their organizations. Luke also maintains excellent working relationships with auditors and more senior officials across numerous taxing authorities. This foundation of trust has led to a high success rate on audit reductions and refund savings. As a leader in the Sales and Use Tax practice, Luke is dedicated to developing his team and fostering a commitment to exceptional client service across all levels of the practice.

Prior to joining Merit in 2018, Luke worked at Ryan, LLC, where he served as project lead on multiple high-profile audit and refund engagements for exploration and production companies, drilling contractors, and midstream gathering and natural gas processors.

Luke earned his Bachelor of Science in Finance from Louisiana State University. He is a Certified Member of the Institute of Professionals in Taxation (CMI) and currently serves as the Oil and Gas instructor for the Sales Tax School II, which teaches advanced topics in sales and use tax to experienced tax professionals.