Summit Financial Networks

06/17/2026

Advisors who think long term tend to ask different questions.

Not just:
“How do I grow this year?”

But also:

How durable is my practice?
How transferable is my client experience?
How strong is my team?
What would make this business more valuable five or ten years from now?

Growth matters, but quality of growth matters too.

That is a conversation more advisors should be having.

06/16/2026

We’re excited to share another big win for Cetera and Summit Financial Networks!

Please join us in welcoming Douglas Morey and the MTI Financial Advisors team. With approximately $350 million in assets under administration and a long-standing commitment to personalized, relationship-driven planning, MTI brings incredible experience and client focus to our community.

https://www.prnewswire.com/news-releases/cetera-welcomes-advisor-douglas-morey-and-his-mti-financial-advisors-team-overseeing-approximately-350-million-in-aua-302800930.html

Their move reinforces the strength of our platform—providing advisors with the technology, support, and flexibility to grow while staying true to their clients.

Welcome aboard, MTI team! 👏

06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

06/15/2026

Advisor transitions are not just operational moves.

They are business decisions.
Client decisions.
Team decisions.
Culture decisions.
Long-term-fit decisions.

The paperwork matters. The technology matters. The economics matter.

But so does the bigger question:

Will this environment help me build the business I actually want?

That is where support, resources, responsiveness, and community all have to work together.

06/12/2026

Sometimes the things advisors value most are not complicated.

A timely answer.
A direct conversation.
A team that understands the issue.
A leader who is accessible when something matters.

Those things can make a meaningful difference in an advisor’s day-to-day experience.

In this business, responsiveness is not a small thing. It impacts how advisors serve clients, manage their teams, and move their businesses forward.

06/10/2026

Advisor quality of life does not get talked about enough.

A strong advisory practice should serve clients well, but it should also be built in a way that is sustainable for the advisor and their team.

That means thinking carefully about:

The right clients.
The right service model.
The right team structure.
The right technology.
The right support.
The right long-term plan.

At Summit, this idea has always mattered. Advisors do important work for their clients — and they deserve a community that supports the work they are doing every day.

06/09/2026

Momentum is real—and it’s accelerating at Cetera.
Former Commonwealth advisors David Cushard and Wesley Mullins brought their $190M business to a platform built for what’s next.
The question isn’t why they moved. It’s why more haven’t yet.


https://www.prnewswire.com/news-releases/cetera-welcomes-former-commonwealth-advisors-david-cushard-wesley-mullins-and-their-team-with-approximately-190-million-in-aua-302794585.html

06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

06/08/2026

A defined niche can make an advisor’s business easier to explain and easier to grow.

It sharpens the message.
It strengthens referral pathways.
It helps the team understand exactly what kind of client experience they are trying to deliver.

Rick Bergstrom and the 7G Wealth Management team are a great example, with a practice deeply focused on serving law enforcement officers, municipal workers, and other public-sector professionals.

For advisors, focus can be a real growth strategy.