Peter Roland is a CFP® with 35 years of industry experience, currently serving at Summit Financial, LLC since 2024. He has an extensive background in education, teaching at DeSales University since 1991 and Kutztown University since 2016. In addition to his advisory role, he is the founder of a business consulting firm specializing in M&A and exit planning. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Joseph Zaidain is a financial advisor with Summit Financial, LLC, holding the PFS™ designation and Series 63 license, with 27 years of industry experience. His career includes roles at LPL Financial, Brass Tax Wealth Management, and his own sole proprietorship. Outside of advisory work, he is a partner in a restaurant operation in Adrian, Michigan. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Stanley Gregor is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at LS Securities, LLC and various Summit-affiliated entities. Outside of his advisory work, he is involved with a restaurant and brewery business, dedicating several hours monthly on weekends. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients through 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with opportunities for customization and access to alternative investments.

Peter Anderson is a financial advisor at Summit Financial, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Clarity Capital Partners and New York Life. Outside his advisory role, he serves as CFO of Ruby Dell Ranch and works as a sales representative at Fit Concepts LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of services including discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments.

Noah Valdez is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Cambridge Investment Research Inc., Agm Institute, and United Bank. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Bryan Le Beau is a financial advisor with Summit Financial, LLC, holding Series 63, 65, and 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, The Patriot Financial Group, and CETERA Financial Specialists. Outside of finance, he serves as chairman of the Richmond Economic Development Commission and is involved with the Rhode Island Brewers Guild. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

Brian Redders is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Private Client Services. Redders is a principal of an independent registered investment advisor, Tap Consulting LLC dba Genex Consulting, which he has been involved with since 2008. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client needs.

John Kamal is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing financial services to small business owners, pilots, and corporate executives. He applies his entrepreneurial background to help clients identify efficiencies and reduce operational costs in their businesses, as well as assist with succession and retirement planning. His client focus includes areas such as college education planning, divorce transition planning, executive compensation, family wealth management, legacy and liquidity management, personal retirement planning, small business strategies, and retirement income. John holds a Bachelor's Degree from Michigan State University and the Professional Investment Advisor (PIA) designation. He has experience in individual and corporate investment strategy and emphasizes helping clients manage their money and retirement assets effectively. Outside of his professional role, John engages in adventure sports, basketball, biking, boating, boxing, football, skiing, and spending time with his family.

David Chepauskas is a CFP® with 36 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked at Purshe Kaplan Sterling Investments and held long tenures at Summit Financial Resources, Inc. and Summit Equities, Inc. He is also a managing member of DRC NJ, LLC, an advisory business based in Red Bank, NJ. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments through various portfolio programs and third-party platforms.

John Rusciano is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Northwestern Mutual and Purshe Kaplan Sterling Investments before joining Summit Financial in 2025. Outside of his advisory work, he co-authored a book on career management titled *Fire Yourself!* and serves on the board of directors for the Highland Oaks Homeowners Association. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Andrew Schaper is a financial advisor at Summit Financial, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and AXA Advisor, LLC. Schaper also has a background in publishing and education from his time at D.M.D. Publications and Birmingham-Southern College. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with over 200 advisors. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a mix of discretionary and consultative platforms.

Lisa Guido is a financial advisor at Summit Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Summit Financial, she worked at Verizon for 11 years. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches to investment management.

Mark O’Leary is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. In addition to his advisory role, he is involved in insurance brokerage through affiliated companies and manages an investment advisory LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Patrick Patin is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2023. Previously, he spent seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved as a future minority owner of Tiger Software, a stock ranking software business undergoing modernization to a cloud platform. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that emphasizes both advisor-led monitoring and client trade approvals.

Todd Birkenholz is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 66 designation. Prior to joining Summit Financial in 2024, he worked at Private Client Services, LLC and Tap Consulting, LLC, among other firms. He also serves as a board member of the St. Louis Pros Baseball Club, a nonprofit youth baseball organization. Summit Financial, LLC is a multi-team SEC-registered advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services, combining discretionary and consultative approaches to investment management.

William Clegg IV is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Summit Financial in 2024, he worked for UBS Financial Services Inc. for 16 years. He serves on the finance committee of New Horizons of SWFL, an organization focused on tutoring, mentoring, and faith-building for under-resourced youth. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Keith Soltis is a financial advisor at Summit Financial, LLC with over 30 years of industry experience. He holds the ChFC® designation and has worked with firms including MassMutual Investors Services and MetLife Securities. Outside of his advisory role, he is a contributing writer and author of the book *Ivy League Wealth Secrets*. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and serves about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Sandra Parracino is a financial advisor at Summit Financial, LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Bank of America, N.A., and Private Client Services. Outside of finance, she owns and teaches at Yoga Rebel Studio in La Canada, California. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management and serves approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, and retirement plan advisory services.