Kenneth Summit is a financial advisor with Elm Capital Management LLC in Pittsburgh, PA, holding a Series 65 designation and 11 years of industry experience. He has worked at Elder Law Management since 2015. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension plans, trusts, estates, and corporate clients. The firm uses model portfolios combined with fundamental analysis and modern portfolio theory, delivering advice primarily on a non-discretionary basis.

Sanggi (David) Jeon is a Series 65 licensed advisor with Elm Capital Management LLC, where he has worked since 2020. He has four years of industry experience and has also been involved with Eastern Financial Group, Inc. dba Elder Law Management since 2015. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses firm-developed model portfolios combined with fundamental analysis and modern portfolio theory, offering clients transaction approval and ongoing monitoring aligned with their objectives.