Luke Spinardi is a CFP® with five years of industry experience, currently serving as a financial advisor at Summit Wealth Group, LLC. His background includes roles at Helmerich & Payne and Switzer Enterprises, as well as educational experience at Oral Roberts University. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, trusts, estates, and businesses, with a focus on retirement planning. The firm employs tailored investment strategies using mutual funds, ETFs, and selected securities, managing both discretionary and non-discretionary accounts.

Theodore Spinardi II is a CFP® with 33 years of industry experience, currently serving at Summit Wealth Group, LLC in Tulsa, OK. He has held roles at LPL Financial, Purshe Kaplan Sterling Investments, and has founded multiple entities including Integrated Financial Solutions and Integrated Wealth Solutions. In addition to his advisory work, he is involved in tax planning services and business formation through his related ventures. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses, with a focus on retirement planning. The firm manages discretionary and non-discretionary accounts with a tailored investment approach that emphasizes long-term asset allocation using mutual funds, ETFs, and selected individual securities.

Mitchell Benefiel is a financial advisor at Summit Wealth Group, LLC in Tulsa, Oklahoma, holding a Series 65 designation. He has experience working with firms including Integrated Tax Solutions and Morse and Co. Outside of finance, he has a background that includes work at Charleston's Restaurant and roles in education. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses, with an emphasis on retirement planning. The firm offers tailored investment advice using a variety of instruments and maintains affiliations with tax and consulting entities to support its services.