Stephen Crawford is a financial advisor with Summit Wealth Group in Meridian, MS, holding a Series 66 credential and five years of industry experience. He has worked at Summit Wealth Group and Commonwealth Financial Network, among other financial institutions. He is also the owner of First Cahaba Investments LLC, a private entity established to support 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 employs customized target allocations and a variety of analytical approaches, offering discretionary investment management, standalone financial planning, family office services, and retirement plan advisory.

Gary James is a financial advisor with Summit Wealth Group and holds the CFP® designation along with a Series 66 license. He has 25 years of industry experience, including a tenure at Commonwealth Financial Network since 2014. Outside of advising, he is co-owner of a marketing company based in Colorado. 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 offers customized investment strategies using a variety of analytical approaches and frequently employs third-party money managers and sub-advised models, maintaining ongoing client account monitoring with at least annual reviews.

Lacey Morrison is a financial advisor at Summit Wealth Group with nine years of industry experience. She holds a Series 66 designation and has been with Summit Wealth Group since 2015, including a co-ownership role. 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 client profiles and utilizes a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.