Dublin, OH Memorial Drive Office

Team
Updated today

Client AUM

$23,488,252,374

Clients

17,809

Advisors

5

Of 218 advisors across 80 offices

Location

6135 Memorial Drive, Suite 103

Dublin OH 43017

Advisors at this office

5

Advisors at this office

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John C

CFP®, Series 63

Dublin, OH

Summit Financial, LLC

John Click is a CFP® with 26 years of experience in the financial industry. He currently works at Summit Financial, LLC and has a long tenure at Meeder Asset Management, Inc., where he serves as Senior Vice President and shareholder. Outside of his advisory roles, he holds executive responsibilities at Meeder Investment Management, Inc. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to provide customized solutions.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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John W

CFP®, Series 63, Series 65

Dublin, OH

Summit Financial, LLC

John Williams is a CFP® professional with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at MGO ONE SEVEN LLC dba PILLAR WEALTH GROUP, Mid Atlantic Financial Management, Inc., and First Financial Bank. He is also licensed to offer insurance products through various companies, earning both cash and non-cash compensation from these sales. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment management options.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Michael S

Series 63, Series 66

Dublin, OH

Summit Financial, LLC

Michael Saraullo is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Meeder Asset Management, Meeder Distribution Services, and Foresters Advisory Services. In addition to advisory work, he is involved in insurance brokerage activities, earning compensation through the sale of various insurance products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Ryan J

Series 63

Dublin, OH

Summit Financial, LLC

Ryan Johnson is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Meeder Asset Management and Northwestern Mutual for a significant portion of his career. Outside of his advisory role, he serves as an assistant boys lacrosse coach at Olentangy High School in Lewis Center, OH. 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 tailored to client needs.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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John M

Series 63

Dublin, OH

Summit Financial, LLC

John Miller is a financial advisor at Summit Financial, LLC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Meeder Asset Management, Inc. and Foresters Financial Services. Outside of advisory work, he offers insurance products through various companies, including an affiliated firm where he receives compensation for sales. Summit Financial, LLC is a 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 tailored to client preferences.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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