The Lighthouse. Competitors

Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings 3, LLC is a majority owner of Summit Financial Holdings, LLC.

Pathway is a leading private market solutions provider with over $95 billion in assets under management from private equity, private credit, and infrastructure mandates. Formed in 1991, Pathway creates and manages single- and multi-investor programs for institutional and wealth investors worldwide, investing in various private market strategies through primaries, secondaries, and direct investments. Pathway’s investment professionals have participated in the development of 135 private market portfolios, committing more than $130 billion to more than 1,725 private market investments across a wide variety of private market strategies. Pathway has raised more than $45 billion in commitments from its more than 85 fund of funds. To learn more about Pathway opportunities, go to our Career page at our main website below and click on Current Openings. *Pathway's social media content is provided for information purposes only and does not constitute investment advice or a recommendation, an offer to sell, or the solicitation of an offer to buy; and is not the basis for any contract to purchase or sell any securities or any other instruments in any jurisdiction, and should not provide the basis for any investment decision. Please do not share any personal information, investment advice, or testimonials about Pathway's services or employees on Pathway's Social Media site. Pathway is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or guarantee the accuracy of the content posted by third parties and is not responsible for inaccuracies or errors. Any opinions or recommendations by third parties and/or any linked websites are those of the persons or organizations submitting such commentary and do not represent the views of Pathway Capital Management, LP or its affiliates. If Pathway interacts with other social media content (e.g., by sharing links, etc.) it is not an endorsement of the individual or org

North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their wealth, doing so across 43 offices in 17 states and 150,000 clients.* ____ Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 2026 BBB Torch Award for Ethics issued by the Better Business Bureau (BBB) – winners are chosen by a local panel. The criteria for entry are BBB accreditation is not required, be in business a minimum of 3 years or more with the same ownership, physically located in Minnesota and North Dakota. For profit applicants must have a BBB rating in the “A” category. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the Financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC. 2701 University Ave SE, Minneapolis, MN 55414 • 612.617.6000 *Data as of 12/31/25