Carla Stamps is a Series 66 registered advisor with 27 years of industry experience. She has worked at Summit Financial, LLC since 2023, following seven years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as secretary for Empowered Minds, Inc., a nonprofit focused on youth mentoring and personal development, and volunteers as vice president for MicroMissions, a charitable organization supporting underserved populations locally and internationally. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, 216 advisors, and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Erin Nordloh is a financial advisor at Summit Financial, LLC with 14 years of industry experience. She holds a Series 66 credential and has previously worked at Wells Fargo Clearing, Raymond James & Associates, Inc., and Voya Financial Advisors. In addition to her role at Summit Financial, she is involved with Great Lakes Private Wealth as a Wealth Relationship Manager. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate client preferences and provides access to alternative investments and retirement plan advisory services.

Patrick Patin is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Summit Financial in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC for a combined total of eight years. Outside of his advisory role, he is a future minority owner of TIGER SOFTWARE, a stock ranking software business he is updating to a cloud-based platform. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and serves around 17,800 clients. The firm offers a mix of discretionary and consultative investment management approaches, financial planning, retirement plan advisory, and access to alternative investments.