Katherine Adams is a financial advisor with Summit Wealth Group LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Summit Wealth Group since 2016. Summit Wealth Group LLC provides personalized financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and consulting, employing client-specific investment policies and occasionally using tactical investment tools and artificial-intelligence platforms for research.

Abigail Hurlburt is a Certified Financial Planner® with 27 years of industry experience. She is a partner at Summit Wealth Group LLC and has held prior roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and other firms. Outside of her advisory work, she serves on the boards of the Weston Playhouse Theatre Group and Upper Valley Hostel, contributing to community organizations focused on the arts and housing. Summit Wealth Group LLC provides personalized financial life planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations. The firm integrates portfolio management with tax preparation and consulting, using written Investment Policy Statements and asset-allocation strategies tailored to client goals and risk tolerance.

Sarah Brookes Governo is a financial advisor at Summit Wealth Group LLC in Exeter, NH, with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Summit Wealth Group since 2015, following prior roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. from 2006 to 2008. Summit Wealth Group LLC is a seven-advisor team offering personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with tax preparation and planning services, employing client-specific investment policies and asset-allocation strategies, often managed on a discretionary basis.

Erik Potts is a CFP® with 23 years of industry experience, currently serving as an advisor at Summit Wealth Group LLC since 2021. His prior work includes roles at Purshe Kaplan Sterling Investments and Panorama Wealth Strategies, among others. Outside of financial advising, he is involved in managing an auto dealership and aviation-related businesses. Summit Wealth Group LLC provides financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with ongoing financial and tax planning, employing client-specific investment strategies and third-party managers, and integrates in-house tax preparation alongside investment advice.

Erik Randall is a financial advisor at Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation with 11 years of industry experience. He has been with Summit Wealth Group since 2016. Summit Wealth Group provides personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and consulting services, employing client-specific investment policies and occasionally using tactical strategies and artificial intelligence tools.

Andrew Schwarz is a financial advisor with Summit Wealth Group LLC in Exeter, NH, holding a Series 66 designation and 11 years of industry experience. He has been with Summit Wealth Group since 2016, working as part of a seven-advisor team. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm provides portfolio management and ongoing financial planning, as well as tax preparation and planning on a subscription basis and fixed-fee consulting, employing customized investment strategies and tactical tools tailored to client goals and risk tolerance.

Heather Meeks is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Summit Wealth Group LLC since 2016. She holds a Series 66 license and has served as a Trustee of the Trust Funds for the Town of Cornish, NH since 2006. Additionally, she works as an independent insurance agent for various companies. Summit Wealth Group LLC offers personalized Financial Life Planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm combines portfolio management with tax preparation and planning, employing written Investment Policy Statements and asset-allocation strategies tailored to clients’ goals and risk tolerance.