Learn about our Members
Welcome! All Summit Study Group members are chosen based on a high standard of criteria and are top professionals in their respective fields of expertise.
Daniel S. Ball, ChFC, CLTC
Ball Financial Services Company
3 Oak Street
Westborough, MA 01581
Phone: (508) 366-7901
Fax: (508) 366-7994
https://www.ballfinancialservices.com
Richard L. Farrar, CFP®, ChFC, CLU, AEP
First Financial Group of the South Inc.
201 Office Park Drive, Suite 300
Birmingham, AL 35223
Phone: (205) 803-3333
Fax: (205) 263-5398
Rick.Farrar@lfg.com
Elinor K. Ho, CPWA, ChFC, ChSNC
Secure Planning Strategies, LLC
24800 Denso Drive
Suite 265
Southfield, MI 48033
Phone: (248) 827-2580
Fax: (248) 827-2790
Holly A. Magister, CPA, CFP®
Enterprise Transitions, LP
3875 Old William Penn Highway Suite 3
Murrysville, PA 15668
Phone: (724) 733-2548
holly@enterprisetransitions.com
Kraig Mickelsen, CFP®
KRM Financial Services
555 South Randall Road Suite 222
St. Charles, IL 60174
Phone: (630) 377-8760
Fax: (630) 377-8769
kraig@krmfinancial.com
Minoti H. Rajput, CFP®, RFG
Emeritus Member
Patrick Sgroi, President
Sgroi Financial
965 Union Road
West Seneca, NY 14224
Phone: (800) 989-6710
Fax: (716) 674-6822
PatS@sgroifinancial.com
Marta Shen’ JD, CPA, CFP®
Spring Street Financial of Raymond James
3050 Peachtree Road, NW, Suite 600
Atlanta, GA 30305
1201 3rd Avenue, Suite 5350
Seattle, WA 98101
Phone: (404) 564-9090
Marta.Shen@RaymondJames.com
Don Tharp, CFP®, MSFS, CAPTM
Emeritus Member
Elizabeth Thorley, MS, CFP®, CLU, AIF®, AEP
Thorley Wealth Management, Inc.
1478 Marsh Road
Pittsford, NY 14534
Phone: (585) 512-8453
Fax: (585) 625-0477
ethorley@thorleywm.com
Jim Trull, CFP®, CLU, ChFC, CLTC, AIF®
Keystone Financial Partners
1255 Crescent Green, Suite 440
Cary, NC 27518
Phone: (919) 463-0018
Fax: (919) 463-0064
jtrull@keystonefinancialpartners.com
www.KeystoneFinancialPartners.com
Stephen N. Frank AIF®
Investment Partners, LTD
5775 Perimeter Drive
Suite 110
Dublin, OH 43017
Phone: (614) 761-9087
Fax: (614) 761-9203
sfrank@invp.com
Scott W. Krizner ChFC
KB&P Financial Partners
2230 N. Limestone St.
Springfield, OH 45503
Phone: (937) 390-8750
Fax: (937) 390-8755
https://www.yourfinancialteam.com
Bruce Hosler CFP®, EA, AIF®, CEPA®, CDFA®
Hosler Wealth Management LLC
700 S. Montezuma Street
Prescott, AZ 86303
Phone: (928) 778-7666
Fax: (928) 778-0499
bruce@hoslerwealthmanagement.com
www.HoslerWealthManagement.com
