Austen Harrison is a CFP® professional with seven years of experience at Summit Financial Strategies Inc. He has worked at Summit continuously since 2015. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, and separate financial and tax planning services, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies.

Benjamin Murray is a CFP® with seven years of industry experience, currently serving as an advisor at Summit Financial Strategies Inc. in Columbus, Ohio. He has worked at Summit Financial Strategies since 2016. Summit Financial Strategies provides investment advisory and wealth management services to individuals, business entities, trusts, estates, and charitable organizations. The firm delivers a range of services including discretionary and non-discretionary portfolio management, financial planning, tax planning, and retirement plan services, with a focus on diversified, long-term portfolio allocations and the use of third-party technology to support tax-efficient asset management.

Hannah Fitzpatrick is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. She has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals across wealth levels, business entities, trusts, estates, and charitable organizations with a range of advisory services including discretionary and non-discretionary investment management, financial planning, tax planning, and retirement plan services. The firm emphasizes diversified, long-term portfolios while allowing flexibility for client-directed strategies and employs technology platforms to support tax-efficient asset management and rebalancing.

Samuel La Vielle is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. Prior to his current role, he held positions at Bank of America and Equis Financial. Outside of his advisory work, he serves as an assistant swim coach for Olentangy Orange Schools. Summit Financial Strategies provides investment advisory and wealth management services to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes diversified, long-term portfolio allocations while offering discretionary and non-discretionary services, tax planning, and retirement plan management.

Timothy Swain is a CFP® professional with 13 years of industry experience, currently serving at Summit Financial Strategies Inc in Columbus, OH. He has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals and entities including trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment advisory services along with financial planning, tax planning, and retirement plan services. The firm operates as a fee-only adviser with a fiduciary oath requirement and emphasizes diversified, long-term portfolio construction while employing advanced tools and strategies.

Mark Coffey is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Summit Financial Strategies Inc since 2010. He holds the Series 63 designation and is based in Columbus, OH. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory and wealth management services alongside standalone financial and tax planning, employing primarily long-term investment strategies with access to a variety of portfolio management options.

Luke Salcone is a CFP® professional with 11 years of experience in financial advising, currently with Summit Financial Strategies Inc. He has been with Summit in various capacities since 2015. Outside of finance, he has experience in the food service industry through Bruegger's Bagels DBA North Coast Bakeries, where he worked for 11 years. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of advisory services including investment management, financial planning, tax planning, and retirement plan services. The firm employs diversified investment strategies and incorporates technology such as AI and third-party platforms to enhance portfolio management and tax efficiency.

Todd Anderson is a financial advisor at Summit Financial Strategies Inc. with Series 65 and Series 66 designations and four years of industry experience. His prior work includes positions at Nationwide Mutual Insurance, JPMorgan, and Merrill. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations, offering a range of wealth management and planning services. The firm employs a diversified investment approach using mutual funds, ETFs, individual equities, fixed income, and cash, alongside third-party platforms to facilitate tax-efficient asset management and opportunistic rebalancing.

Keegan Van Meter is a CFP® professional with four years of industry experience, currently serving at Summit Financial Strategies Inc. Prior to his advisory role, he worked at Ohio University and Granville High School. Outside of his financial advisory work, he is involved in managing storage unit facilities through two real estate ventures in Ohio. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and discretionary portfolio management, emphasizing long-term strategies with flexibility for shorter-term trading and alternative investments.

Christopher Bartkowski is a financial advisor at Summit Financial Strategies Inc. He holds the CFP®, CFA®, and Series 65 credentials and has five years of industry experience. His prior roles include positions at Corient, Budros, Ruhlin & Roe, Squire Patton Boggs, and Bloomberg BNA. Summit Financial Strategies serves individuals across wealth levels, as well as business entities, trusts, estates, and charitable organizations, offering a range of advisory and planning services. The firm constructs diversified portfolios using multiple asset classes and employs third-party technology platforms to enhance portfolio management, including tax-efficient strategies and managed held-away account services.

Benjamin Skinner is a CFP® with 10 years of industry experience, currently serving at Summit Financial Strategies Inc since 2016. He is based in Columbus, OH, and works within a team of 20 advisors at the firm. Summit Financial Strategies serves individuals—including both non-high-net-worth and high-net-worth clients—along with business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory services, bundled wealth management, financial planning, tax planning, and retirement plan services, emphasizing diversified portfolios and fee-only fiduciary standards.

Brian Sutliff is a CFP® and ChFC® with 25 years of experience in financial advising. He has been with Summit Financial Strategies, Inc. since 2005. In addition to his advisory role, he lectures undergraduate financial planning classes at The Ohio State University. Summit Financial Strategies serves individual clients, trusts, estates, charitable organizations, and retirement plans, offering investment advisory, wealth management, and financial and tax planning services. The firm operates as a fee-only advisor with a fiduciary oath and employs both discretionary and non-discretionary portfolio management using a variety of investment vehicles and strategies.

Samantha Macchia is a CFP® and ChFC® with 25 years of experience in financial advising. She has been with Summit Financial Strategies, Inc. since 1996. Based in Columbus, OH, she currently serves as an advisor at Summit Financial Strategies Inc. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm operates as a fee-only adviser offering investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, utilizing both long-term and shorter-term investment strategies.

Michael Scherer is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Summit Financial Strategies, Inc. since 2015. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning, and a discretionary program for smaller relationships, operating as a fee-only adviser with a fiduciary oath and a focus on long-term investment strategies.

Kate Coghill is a CFP® professional with eight years of experience, currently serving at Summit Financial Strategies Inc. in Columbus, OH. Prior to joining Summit, she worked at Madewell and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment advisory and wealth management services alongside standalone financial and tax planning, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies and ongoing portfolio monitoring.

Wendy Trout is a CFP® professional with 19 years of industry experience. She has been with Summit Financial Strategies Inc since 2011. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of services such as investment advisory, wealth management, financial and tax planning, and discretionary portfolio management with an emphasis on long-term strategies and ongoing monitoring.

Joseph Reardon is a CFP® with 24 years of industry experience and has been with Summit Financial Strategies Inc since 2008. He holds the Series 63 designation and is based in Columbus, OH. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations, offering advisory services that include investment management, financial planning, tax planning, and retirement plan services. The firm constructs diversified portfolios emphasizing long-term allocations and employs third-party platforms for account aggregation, tax-efficient asset location, and opportunistic rebalancing, while maintaining a fiduciary fee-only model.

Pearlsea Jain is a Series 65-licensed advisor with Summit Financial Strategies Inc in Columbus, OH, with one year of industry experience. Prior to joining Summit, Jain held roles at Meeder Investment Management and the Conoscera Foundation, as well as positions outside the financial industry. Summit Financial Strategies serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering investment advisory, wealth management, tax planning, and retirement services. The firm emphasizes diversified, long-term portfolio construction and integrates AI tools with human oversight in their advisory process.

Summer Anderson is a CFP® professional with nine years of experience at Summit Financial Strategies Inc in Columbus, OH. She has worked at Summit since 2015 and was previously affiliated with The Ohio State University from 2013 to 2017. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and discretionary portfolio management with a range of investment strategies and tools.

Roman Korolchuk is a CFP® professional with eight years at Summit Financial Strategies Inc and three years of industry experience. Prior to joining Summit, he worked at Ohio State Wexner Medical Center and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, operating as a fee-only fiduciary with a focus on long-term portfolio strategies alongside flexible investment options.

Steven Cavalieri is a CFP® and CFA® at Summit Financial Strategies Inc with two years of industry experience. He previously worked at Mariner Investment Group for eight years and had a brief tenure at Delta Capital Management, Inc. Cavalieri is based in Columbus, OH. Summit Financial Strategies serves a diverse clientele including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning services, and a discretionary program for smaller accounts, emphasizing long-term investment strategies combined with ongoing portfolio monitoring.