Richard Weidrick is a financial advisor with Summit Wealth Management LLC in Akron, OH. He holds the PFS™ designation and has 20 years of industry experience. He is also a CPA and operates an affiliated accounting practice through Weidrick, Livesay, Mitchell and Burge, LLC. Summit Wealth Management provides portfolio management and pension consulting services to individual investors and employee benefit plans, using a range of investment strategies and operating under fiduciary principles.

Megan Eberhart is a CFA® charterholder with four years of industry experience. She is currently an advisor at Summit Wealth Management LLC, where she has worked since 2021. Prior to that, she was employed at Johnson Investment Counsel and GBQ Consulting. Summit Wealth Management LLC provides discretionary portfolio management and pension/401(k) consulting to individual investors and employer-sponsored plans. The firm serves both high-net-worth and non-high-net-worth clients, employing fundamental analysis and long-term investment strategies alongside Schwab’s Institutional Intelligent Portfolios for index-based asset allocation with automated monitoring and rebalancing.