Thomas Carroll is a CFA® charterholder with 31 years of experience in the financial industry. He has been with Summit Investment Management, Ltd. since 2012. Outside of his advisory role, he is a member of Southeast Wisconsin Process, LLC, a process-serving business. Summit Investment Management provides continuous asset management and wealth management oversight services to individuals, retirement plans, foundations, trusts, and other entities. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and bonds, incorporating macroeconomic factors into its allocation decisions.

Ronald Chandler is a financial advisor at Summit Investment Management, Ltd. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Summit since 2012. Summit Investment Management provides continuous asset management to a diverse client base including individuals, retirement plans, foundations, and trusts. The firm uses proprietary equity strategies alongside mutual funds, ETFs, and bonds, considering macroeconomic factors in its allocation decisions, and offers both discretionary investment management and wealth management oversight services.