Summit Investment Advisory Services

Russell Rogers is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been with Summit Investment Advisory Services since 2015 and also has a longstanding affiliation with LPL Financial dating back to 2011. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management through its own managed accounts and LPL Financial–sponsored advisory programs. The firm employs a variety of analytical approaches and maintains a hybrid operating model that includes commission-based compensation for certain product sales.

Sean Mcdermott is a CFP®-certified financial advisor with 36 years of industry experience. He has been with Summit Investment Advisory Services since 2000 and holds a Series 63 license. Mcdermott also speaks on Social Security topics at workshops and conferences and is the author of the books "New State New Life" and "Summit to Retirement." Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a combination of fundamental, technical, and quantitative analyses along with modern portfolio theory to serve its clients.

Jack Schwartz is a financial advisor with Summit Investment Advisory Services in Roseville, MN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at LPL Financial LLC and Ecolab. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative analysis within both discretionary and non-discretionary account management. The firm operates a hybrid model with advisors registered as representatives and offers a range of investment strategies alongside participation in LPL Financial-sponsored advisory programs.

Emerson Grovender is an investment advisor representative with Summit Investment Advisory Services and holds a Series 66 designation. She has worked in the financial industry since 2024, including roles at Summit Investment Advisory Services and LPL Financial. Outside of advising, she is a licensed insurance agent involved in insurance sales and implementation. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, employing a range of analytical approaches and investment strategies. The firm offers both discretionary and non-discretionary account management through its own managed accounts and LPL Financial-sponsored advisory programs.

Brian Carlson is a CFP® with 23 years of experience in the financial industry. He is currently with Summit Investment Advisory Services, where he has worked since 2020, and has prior experience at Guzek Asset Management and LPL Financial. He also spends part of his time in insurance sales. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management through its own managed accounts and participation in LPL Financial-sponsored advisory programs. The firm employs a range of analytical approaches and strategies, including fundamental and quantitative analysis, and operates under fiduciary standards.

Joel Budd is a financial advisor with Summit Investment Advisory Services in Roseville, MN, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Summit Investment Advisory Services since 2013 and has also maintained a long-term association with LPL Financial since 2002. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, quantitative analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary account management through proprietary managed accounts and participation in LPL Financial-sponsored advisory programs.

Samantha Beavens is a financial advisor at Summit Investment Advisory Services with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Management. In addition to her advisory role, Ms. Beavens is a licensed insurance agent. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analytical approaches and investment strategies. The firm operates a hybrid model with discretionary and non-discretionary account management and participates in several LPL Financial-sponsored advisory programs.

Scott Caskey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Summit Investment Advisory Services since 2017. He has been affiliated with LPL Financial and Summit Investment Advisors since 2013. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management through its own managed accounts and various LPL Financial–sponsored advisory programs. The firm uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory, and operates under fiduciary obligations with regular client reviews and reporting.