Neil Westerman is a financial advisor at Summit Wealth Management Group, Inc. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and Osaic FA, Inc. Westerman is currently affiliated with Summit and LPL Financial and participates in the firm's business operations. Summit Wealth Management Group is an SEC-registered independent advisory serving individuals and high-net-worth households with discretionary asset management and financial planning. The firm utilizes a blend of active and passive strategies, including individual securities, mutual funds, ETFs, and model portfolios, supported by technical analysis and regular account reviews.

Karen Jones is a financial advisor at Summit Wealth Management Group, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Screaming Eagle Wealth Management, Commonwealth Financial Network, Mass Mutual Investors Services, Massachusetts Mutual Greater Pacific, and MetLife Securities Inc. Summit Wealth Management Group is an SEC-registered independent advisory firm serving individuals and high-net-worth households with discretionary asset management and financial planning services. The firm offers customized portfolio construction using a blend of individual securities, mutual funds, ETFs, and model portfolios, combining active and passive strategies through LPL Financial-sponsored programs, including a wrap-fee program on the LPL Strategic Wealth Management platform.

Christina Zins is a CFP® professional with 10 years of industry experience. She is affiliated with Summit Wealth Management Group, Inc. and has worked there since 2020, alongside a tenure at LPL Financial from 2016 to 2020. Summit Wealth Management Group is an SEC-registered independent advisory firm serving individuals and high-net-worth households with discretionary asset management and financial planning. The firm utilizes a blend of active and passive strategies, technical analysis, and offers wrap-fee programs through the LPL platform.

Gerald Zins Jr. is a CFP® and ChFC® with 40 years of industry experience. He has worked at Summit Wealth Management Group, Inc. since 2014 and has been associated with LPL Financial since 2002, following an earlier tenure at Ameriprise. Outside of his advisory role, he serves as CFO of a family business and is a board member of Berkshire Corporate Center. Summit Wealth Management Group is an SEC-registered independent advisory that serves individuals and high-net-worth households with discretionary asset management and financial planning. The firm uses a combination of active and passive strategies tailored to client objectives, offering services through LPL Financial-sponsored programs including a wrap-fee program on the LPL Strategic Wealth Management platform.