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M. Megan Roberts has extensive work experience in various roles and industries. M. Megan is currently the Director of Operations at HD Davis CPAs, LLC. Previously, they worked at W3 Wealth Management, LLC as the Director of Operations and the Director of Operations - Warren, where they oversaw the operations and workflow to ensure a high-quality client experience. Before that, they were the Client Relations Manager at W3, where they focused on building trust with clients and managing their accounts. Megan also has experience as a Copy and Print Associate at Staples, a Content Manager at identityBlend, and a Rework Operator at Weatherchem Corporation. M. Megan started their career as an Office Assistant at Ohio University.

M. Megan Roberts holds a Master of Science (MS) degree in Organizational Leadership from Norwich University, which they obtained between 2018 and 2020. Prior to that, they earned a Bachelor of Fine Arts (BFA) degree in Playwriting from Ohio University between 2007 and 2011. In addition to their formal education, Megan has obtained several certifications, including the Ignition Product Certification Program and the Karbon Certified Expert certification in February 2023. M. Megan also holds the Series 7 certification from the Financial Industry Regulatory Authority (FINRA), which they obtained in November 2016, and the Life, Accident & Health Insurance Agent certification from the Ohio Department of Insurance, obtained in November 2015.