Todd Zempel is a financial advisor at Summit Financial, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gordon Asset Management, LLC for twelve years. Outside of his advisory work, he is a co-managing member of Z & M Real Estate Holdings, LLC. Summit Financial, LLC is a multi-team advisory firm with over 200 advisors serving approximately 17,800 clients. The firm offers both discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments.

Joseph Gordon is a CFP® professional with 46 years of industry experience, currently serving at Summit Financial, LLC since 2024. He has held roles at firms including Purshe Kaplan Sterling Investments and Valmark Securities, and founded Gordon Asset Management, LLC in 2001. In addition to his advisory work, he is president and owner of Strategic Financial Management, Inc., a firm offering fixed life insurance, disability, long-term care, and employee benefits. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management and more than 200 advisors. The firm provides investment advisory, portfolio management, financial planning, retirement plan advisory, and access to alternative investments through a combination of discretionary and consultative services.

Joseph Moore is a financial advisor at Summit Financial, LLC in Durham, NC, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Summit Financial in 2024, he worked at Gordon Asset Management, LLC and Gibraltar Financial, LLC. Outside of his advisory role, he is a managing partner at a real estate holding company. Summit Financial, LLC is a multi-team advisory firm with 216 advisors serving approximately 17,800 clients and managing about $26.35 billion in assets. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory, operating both discretionary and consultative service models.