Bruce Resnik is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has 27 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. He is also a notary public, providing personal notary services outside of his advisory work. Summit Financial, LLC offers investment advisory and financial planning services to individuals, corporations, pension plans, and charitable organizations. The firm manages a mix of discretionary and non-discretionary portfolios and provides retirement plan advisory services along with access to insurance and variable annuity products through affiliated and unaffiliated partners.

Douglas Royce is a financial advisor at Summit Financial, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Pruco Securities, and Farmers Insurance. He is also owner and president of Douglas Royce Advisory Group, LLC, an independent insurance agency offering personal and commercial lines. Summit Financial, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, and charitable organizations. The firm manages discretionary portfolios alongside advisor-directed programs, serving a diverse client base with approximately $15 billion in assets under management.

Kenan Kashlan is a CFA® charterholder and financial advisor with 20 years of industry experience. He has worked at Summit Financial, LLC since 2018 and held prior roles at Summit Equities, Inc. and Summit Financial Resources, Inc. He also offers insurance products as a licensed broker through affiliated companies. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm manages approximately $15 billion in client assets through a combination of discretionary and non-discretionary programs and utilizes multiple custodians and platforms to deliver tailored investment solutions.