Red Bank, NJ Office

Michael Megill is a financial advisor at Summit Financial, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Summit Financial since 2018. Prior to that, he was associated with firms including Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to providing financial advice, he offers insurance products through various insurance companies, earning compensation from these sales. 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 provides a range of investment advisory, portfolio management, and retirement plan advisory services, operating both discretionary and consultative platforms to accommodate client preferences.

James Maimone is a financial advisor at Summit Financial, LLC with eight years of industry experience. He holds a Series 66 designation and has been associated with Summit Financial and Purshe Kaplan Sterling Investments since 2018. Outside of his advisory work, he serves as an adjunct professor at Bergen Community College, teaching a financial fitness course focused on risks retirees face and strategies to hedge those risks. 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, including discretionary and consultative services, retirement plan advisory, and access to alternative investments.

Neil Cashes is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Summit Financial since 2018. Outside of his advisory role, he assists clients by helping move heavy furniture on a part-time basis. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and about 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

David Chepauskas is a CFP® with 36 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked at Purshe Kaplan Sterling Investments and held long tenures at Summit Financial Resources, Inc. and Summit Equities, Inc. He is also a managing member of DRC NJ, LLC, an advisory business based in Red Bank, NJ. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments through various portfolio programs and third-party platforms.