Carla Stamps is a Series 66-credentialed financial advisor with 27 years of industry experience. She has worked at Summit Financial, LLC since 2023 and previously held positions at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory role, she is actively involved in charitable organizations focused on youth mentoring and community development, serving as secretary of Empowered Minds, Inc. and vice president of MicroMissions. Summit Financial, LLC is a multi-team SEC-registered 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 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 CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2023. Previously, he spent seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved as a future minority owner of Tiger Software, a stock ranking software business undergoing modernization to a cloud platform. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that emphasizes both advisor-led monitoring and client trade approvals.