Ron Amir is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC in Newport Beach, CA. His prior experience includes roles at J.P. Morgan Securities, Western International Securities, and American Trust Investment Services. 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, combining discretionary and consultative services with options for financial planning, retirement plan advisory, and access to alternative investments.

Curtis Shillingsford is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, Tap Consulting LLC, Severin Investments, and Wells Fargo. Summit Financial, LLC is an SEC-registered, 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 alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Thomas Beaupre is a financial advisor at Summit Financial, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Additionally, he is involved with Orange Peach Line, a separate business venture. 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 services tailored to client needs.

Neil Cashes is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Summit Financial since 2018. Outside of his advisory role, he assists clients by helping move heavy furniture on a part-time basis. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and about 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Audrey Drossner is a financial advisor at Summit Financial, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Symphonic Securities and Symphonic Financial Advisors from 2008 to 2023. Outside of her advisory role, she is involved in trust management as a trustee for several family trusts and owns an accounting firm, Oracle Capital Strategies, LLC. Summit Financial, LLC is an SEC-registered, 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, combining discretionary and consultative services.

Todd Weiss is a financial advisor at Summit Financial, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Summit Financial since 2014, including through its predecessor firms. Outside of advising, Mr. Weiss is the managing member of Slotz, LLC, a pass-through entity involved in equity transactions with Summit Growth Partners. Summit Financial, LLC is an SEC-registered, 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 approval preferences.

Charles Fellows is a CFP® professional with 12 years of experience in financial advising. He is currently with Summit Financial, LLC and has previously worked at Wells Fargo Clearing, U.S. Bancorp Investments, Windsor Capital Advisors, Sequoia Wealth Counsel, and UBS Financial Services. 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, combining discretionary and consultative services tailored to client needs.

Benjamin Klutenkamper is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He has prior experience at Private Client Services, TAP Consulting, LLC, and LPL Financial. Outside of his advisory role, he provides tutoring for licensing and CFP exams through Varsity Tutors. Summit Financial, LLC is an SEC-registered multi-team advisory firm overseeing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments.

Cynthia Rottini is a financial advisor at Summit Financial, LLC with 10 years of industry experience. She holds a Series 66 designation and has been with Summit Financial since 2018. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc., Summit Financial Resources, Inc., and Summit Equities, Inc. 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 investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

Robert Drury II is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Private Client Services and Investment Planners, Inc. Outside of advisory work, he is involved in insurance brokerage through multiple companies, earning compensation on sales of insurance products. Summit Financial, LLC is a multi-team SEC-registered 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 services tailored to client needs.

Andrea Orlando is a CFP® with 40 years of experience in the financial services industry. She has worked at Summit Financial, LLC since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. Ms. Orlando is also licensed to offer insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Renee Wahl is a financial advisor with Summit Financial, LLC, holding a Series 66 license and 14 years of industry experience. Her prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Summit Financial, LLC is an SEC-registered, 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, blending discretionary and consultative services tailored to client preferences.

Collin Habig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Summit Financial, LLC in Sarasota, FL. His prior roles include positions at Edward Jones and Raymond James Financial Services, among others. In addition to advisory services, he is involved in the sale of traditional fixed insurance products. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for nearly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

William Phillips is a financial advisor with Summit Financial, LLC in Pensacola, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors, in addition to operating his own firm, Phillips Financial Strategies. He serves as president of the board for CMI-Promex Inc., a nonprofit organization. Summit Financial, LLC is a multi-team, SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

Salvadore Salvo is a financial advisor with Summit Financial, LLC and holds a Series 63 designation, bringing 52 years of industry experience. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for 36 years before joining Summit Financial in 2018. Outside of his advisory role, Salvo serves on the board of Legatus, a religious organization, and is involved in planned giving education through several nonprofit-related activities. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management. The firm offers both discretionary and consultative investment management services, financial planning, and retirement plan advisory, serving approximately 17,800 clients with a broad range of portfolio management programs and access to alternative investments.

Richard Mc Whorter is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Citigroup Global Markets. Outside of his advisory work, he is involved with Electric Jane, a live music private membership club in Nashville. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving 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.

Keith Fahrman is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He has been with Summit Financial since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1996 to 2018. Fahrman also holds the Series 63 and Series 65 designations. 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 services, combining discretionary and consultative approaches across its programs.

Bradley Werner is a financial advisor with Summit Financial, LLC in Michigan City, IN, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His career includes positions at National Planning Corporation, Securities America Advisors, and Private Client Services before joining Summit Financial. He hosts the podcast Extraordinary Lives Revealed, where he interviews clients, prospects, and partners about their lives. Summit Financial, LLC is a multi-team SEC-registered advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative approaches.

Timothy Farley is a financial advisor at Summit Financial, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Summit Financial Resources, Inc., Summit Equities, Inc., and Purshe Kaplan Sterling Investments. Summit Financial, LLC is an SEC-registered, 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 alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

Jeremy Schoenherr is a CFP® professional with five years of industry experience. He is currently with Summit Financial, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is also affiliated with the Stratford School District. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.