Summit Wealth Group

Jason Runung is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network and Scottrade. Outside of his advisory work, he owns Summit Advisor Marketing, LLC, a marketing 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 customizes investment strategies based on clients’ financial profiles and utilizes a variety of analytical approaches, frequently implementing solutions through third-party money managers and sub-advised models.

Scott Wilkinson is a financial advisor with Summit Wealth Group in Nobleboro, ME, holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network from 1999 to 2025 and joined Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025 and 2026, respectively. 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 employs various analytical approaches, frequently using third-party money managers and sub-advised models.

David Noland is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Summit Wealth Group and Purshe Kaplan Sterling Investments and has prior experience at THE Vanguard Group, Inc. He is also the owner of Parrhesia, LLC, a private entity established to support his advisory and insurance business activities. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using various analytical methods and frequently implements strategies through third-party money managers, managing over $2.3 billion in discretionary assets under management.

Christine Garcia is a CFP® professional with 11 years of industry experience, currently serving at Summit Wealth Group since 2026. Her prior experience includes roles at Financial Investment Team, Inc., Peak Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, using a variety of analytical investment approaches and customized target allocations.

Kurt Whitesell is a CFP® with 38 years of experience in the financial industry. He is currently with Summit Wealth Group, where he has worked since 2022 and in its successor entity since 2025. His prior experience includes 18 years at Commonwealth Financial Network and 15 years running Whitesell Financial Group. He is a 50% owner and president of a private reinsurance 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 customized investment strategies using a range of analytical approaches and frequently implements these through third-party money managers, monitoring accounts with ongoing reviews.

Alisha Butterfield is a financial advisor at Summit Wealth Group with 10 years of industry experience. She holds the Series 66 designation and previously worked at Whitesell Financial Group for eight years before joining Summit Wealth Group in 2022. 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 a customized investment approach using various analytical methods and incorporates third-party money managers and sub-advised models, with ongoing account monitoring and reviews.

Michael Comstock is a Certified Financial Planner® at Summit Wealth Group with 30 years of experience in the financial services industry. He previously worked at Commonwealth Financial Network for 18 years and Premier Private Wealth, LLC for 27 years. Comstock holds Series 63 registration and has some involvement in fixed insurance sales. 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 allocations based on client profiles and uses a variety of analytical methods, often implementing strategies through third-party money managers, with ongoing account monitoring and annual reviews.

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.

Nathan Archuleta is a Certified Financial Planner® with 19 years of industry experience, currently serving with Summit Wealth Group in Colorado Springs, CO. He has worked at Summit Wealth Group since 2011 and was previously affiliated with Commonwealth Financial Network. Archuleta also owns Archuleta Financial Services, LLC, a private entity established to support his advisory and insurance activities. 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 target allocations based on each client’s financial profile and employs a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Joshua Jerele is a CFP® professional with 12 years of industry experience. He has worked at Summit Wealth Group, Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Mosaic Family Wealth, and UBS Financial Services. He owns Jerele Consulting LLC, a private entity that supports his advisory and insurance business activities. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on each client’s financial profile and goals, using various analytical approaches and frequently implementing strategies through third-party money managers.

Joshua Willink is a financial advisor at Summit Wealth Group in Holland, MI, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 12 years. 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 allocations based on client profiles and employs a variety of analytical methods, often using third-party money managers and sub-advised models.

Joshua Oller is a CFP® with seven years of industry experience, currently practicing at Summit Wealth Group. He previously worked at Commonwealth Financial Network and BankFirst Financial Services. Outside of his advisory role, he owns ProTraj, LLC, a support company related to his financial advisory income. 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 using a customizable investment approach and a variety of analytical methods.

Ross Haycock is a CFP® professional with 22 years of industry experience, currently affiliated with Summit Wealth Group in Colorado Springs, CO. He spent 20 years with Commonwealth Financial Network before joining Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025. Outside of his advisory role, he co-owns Rokai Consulting, LLC, a private entity established for personal tax and liability purposes. 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 each client’s financial profile using a mix of analytical approaches and often employs third-party money managers and sub-advised models, monitoring accounts with at least annual reviews.

Gary James is a CFP® professional with 26 years of industry experience. He currently serves as vice president and co-owner at Summit Wealth Group and has held prior roles at Commonwealth Financial Network, LPL Financial, and UBS Financial Services. Outside of his advisory work, 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 employs customized investment strategies tailored to each client’s profile and uses various analytical approaches, including third-party money managers and sub-advised models, with ongoing account monitoring.

David Newby is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Summit Wealth Group and has held roles at Commonwealth Financial Network, Jackson National Life Distributors, TD Ameritrade, and Equitable Advisors. Newby is also involved in fixed insurance sales as a secondary business activity. 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 target allocations based on client profiles and employs a range of analytical investment approaches, often utilizing third-party money managers and sub-advised models.