Jason Runung is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network and Scottrade. Outside of his advisory work, he owns Summit Advisor Marketing, LLC, a marketing company. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and utilizes a variety of analytical approaches, frequently implementing solutions through third-party money managers and sub-advised models.

Nathan Archuleta is a Certified Financial Planner® with 19 years of industry experience, currently serving with Summit Wealth Group in Colorado Springs, CO. He has worked at Summit Wealth Group since 2011 and was previously affiliated with Commonwealth Financial Network. Archuleta also owns Archuleta Financial Services, LLC, a private entity established to support his advisory and insurance activities. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and employs a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Joshua Jerele is a CFP® professional with 12 years of industry experience, currently serving at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network, Mosaic Family Wealth, and UBS Financial Services. He is also the owner of Jerele Consulting LLC, a private entity that supports his advisory and insurance business. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and employs a variety of analytical approaches, frequently using third-party money managers and sub-advised models.

Ross Haycock is a CFP® professional with 22 years of industry experience, currently affiliated with Summit Wealth Group in Colorado Springs, CO. He spent 20 years with Commonwealth Financial Network before joining Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025. Outside of his advisory role, he co-owns Rokai Consulting, LLC, a private entity established for personal tax and liability purposes. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on each client’s financial profile using a mix of analytical approaches and often employs third-party money managers and sub-advised models, monitoring accounts with at least annual reviews.

Chase Erickson is a CFP® professional at Summit Wealth Group with two years of industry experience. Prior to joining Summit Wealth Group, he worked at CGN Advisors LLC and held roles at Kansas State University and Manhattan High School. Summit Wealth Group provides wealth management and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients' financial profiles and employs various analytical approaches, implementing solutions through third‑party money managers and sub‑advised models.

Dakota Day is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network, Shelton Capital Management, and Wells Fargo. He is also involved in fixed insurance sales. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, standalone financial planning, family office and wealth planning, and retirement plan advisory, employing a range of analytical approaches and customizing allocations based on client profiles and goals.

Daniel Cook is a CFP® professional with 34 years of industry experience. He joined Summit Wealth Group in 2025 after 20 years at Commonwealth Financial Network. In addition to his advisory role, he is a tax preparer and co-owner of Ski Tip Consulting Group, Inc. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on client profiles and employs a range of analytical approaches, often utilizing third-party money managers and sub-advised models.

Lacey Jordan is a CFP® and ChFC® professional with 21 years of experience in financial advising. She currently works at Summit Wealth Group and Purshe Kaplan Sterling Investments, having previously spent 10 years at Commonwealth Financial Network. Outside of her advisory work, she owns a ticket sales business leasing a private suite at the Ford Amphitheater. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment allocations based on client profiles and employs a variety of analytical approaches, including the use of third-party money managers and sub-advised models, to manage over $2.3 billion in discretionary assets.

Gabriel Turner is a financial advisor at Summit Wealth Group in Colorado Springs, CO. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Commonwealth Financial Network, Tallahassee Diamond Center, and eNational Insurance Agency. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a range of analytical approaches and customizes investment strategies based on clients’ financial profiles, goals, liquidity needs, and risk tolerance.

Marilyn Eisenhauer is a financial advisor at Summit Wealth Group with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and PKS Investments. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized approach to asset allocation and monitors accounts regularly, often using third-party money managers and sub-advised models.

Starr Paulson is a financial advisor with Summit Wealth Group in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Paulson has been associated with Summit Wealth Group since 2012 and also maintains a relationship with Commonwealth Financial Network since 2015. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using multiple analytical methods and offers discretionary investment management, standalone financial planning, family office services, and retirement plan advisory.

Mitchel Tenbarge is a financial advisor at Summit Wealth Group in Colorado Springs, CO, with six years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Choice Investment Services. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and uses a variety of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Tracy Thornlow is a financial advisor with Summit Wealth Group in Colorado Springs, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Summit Wealth Group, Thornlow spent ten years with Commonwealth Financial Network. Outside of advisory work, Thornlow owns a support company called TT Financial, LLC. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and employs a range of analytical methods, often implementing strategies through third-party managers and conducting regular account reviews.