Joshua Oller is a CFP® with six years of industry experience currently affiliated with Summit Wealth Group and Purshe Kaplan Sterling Investments. He previously worked at Commonwealth Financial Network and BankFirst Financial Services. Outside of his financial advisory roles, he is the owner of ProTraj, LLC, a support 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 offers discretionary investment management, standalone financial planning, family office services, and retirement plan advisory, tailoring strategies based on each client’s financial profile and utilizing a range of analytical approaches and third-party managers.

Christopher Wells is a CFP® professional with 25 years of experience, currently serving at Summit Wealth Group LLC. He has held roles at Summit Wealth Group, Inc. since 2002 and Commonwealth Financial Network since 2005. Outside of advisory activities, he is co-owner of a marketing company and manages a consulting entity supporting his firm. 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 investment strategies based on client profiles and employs a range of analytical approaches, often implementing strategies through third-party money managers, with ongoing account monitoring.