Meet The Team
Our team is more than advisors – we are partners who care like family. We help simplify the complexities of wealth while focusing on what matters most: protecting, growing, and passing on your legacy with clarity and care.
Our Team Of Dedicated Professionals
Todd Rustman CFA®, CFP®, CLU®
Managing Partner
trustman@claritycapitalllc.com
Todd Rustman is the founder and Managing Partner of Clarity Capital Partners, where he brings decades of experience helping clients navigate the complexities of wealth management with clarity and purpose.
Todd earned his undergraduate degree from Pepperdine University in 1992, followed by an MBA in International Business and Finance from Thunderbird University. He began his long-term career with the Long-Term Credit bank of Japan, Ltd., before transitioning to institutional client work with PIMCO. He later managed portfolios for high-net-worth clients at Mellon Private Asset Management. After serving as Vice President with Kayne Anderson Investment Management, Todd founded Clarity Capital Partners in 2000, where he continues to lead with a client-first philosophy rooted in integrity and transparency.
Guided by timeless investment principles of Warren Buffet and Charlie Munger, Todd is known for simplifying complex financial concepts and designing strategies that align with each client’s long-term goals. His methodical approach combines disciplined analytics, extensive research, and clear communication to deliver tailored wealth solutions that foster confidence and understanding.
Todd has been recognized annually since 2013 as one of Orange Coast Magazine’s Five-Star Wealth Managers (2013-2025). He holds professional designations as a Chartered Financial Analyst (CFA®),Certified Financial Planner (CFP®), and Chartered Life Underwriter (CLU®).
Beyond his advisory work, Todd is the author of the book Memory Royalties, in which he explores the enduring value of meaning life experiences and how they shape one’s legacy. He also serves as a co-founder of Levendi Winery and maintains an active presence in Southern California’s civic and business communities. A founding board member of Gen-Next, Todd also serves on the National Board of Alder.
Inspired by Jackie Robinson’s belief that “life is not a spectator sport,” Todd lives that philosophy daily – engaging with his clients, his community, and his family with enthusiasm and purpose. When he’s not helping others achieve clarity in their financial lives, Todd enjoys traveling and creating lasting memories with family and friends.
Enna Radchenko
Operations Manager
eradchenko@claritycapitalllc.com
Enna oversees the strategic operations of our Bellevue, WA, and Newport Beach, CA offices. She earned her degree in Business Management from Northwest University and brings more than 17 years of experience in administrative operations and customer service.
Before entering the financial industry, Enna gained broad experience working in both medical and manufacturing fields, where she wore many hats—including roles in human resources, billing, client services, operations, production control, finance, and contract management. This diverse background equipped her with a deep understanding of what makes organizations run smoothly and efficiently.
Since joining the financial industry in 2018, Enna has been passionate about helping women like herself understand the importance of financial planning. She oversees day-to-day client service needs, develops and implements business policies and best practices, streamlines operations, and ensures compliance while supporting her team’s success.
Outside of work, Enna enjoys traveling, visiting wineries, boating, hiking scenic mountain trails, and spending quality time with her husband, daughter, friends, and family.
Ron Amir, CFP®
Vice President, Wealth Management
Ron serves as Vice President at Clarity Capital Partners. He holds a Series 66 registration and is an investment advisor representative with Clarity. He is also a registered representative (Series 7) with Purshe Kaplan Sterling Investments.
Ron is passionate about helping people find enlightened answers to their financial questions and concerns. For more than 17 years, he has found great fulfillment in empowering and educating clients about financial matters, and providing thoughtful one-on-one guidance that can truly make a difference in their lives.
As a Certified Financial Planner™ professional, Ron believes in ongoing education and is committed to upholding high ethical standards.
Prior to his position with Clarity Capital Partners, he worked as a Financial Advisor for over 3 years at Western International Securities, 9 years with JP Morgan Chase and 2 years with Ameriprise Financial. Ron also worked at Great Western Home Loans as a Mortgage Loan Officer & Manager. His position with Great Western Home Loans was pivotal to the organization expanding their footprint in the state of Nevada.
While attending Cal State Northridge for his Bachelors in Business with a focus on Finance, Ron worked in the Restaurant Industry. During his time in the Restaurant space, he gleaned great knowledge and experience that helped him open his own restaurant at the age of 23.
Hungry for more, Ron continued his education in finance. He completed an MBA degree at Pepperdine University with emphasis in Finance, where he spent time at Oxford University in London. When Ron is not working, he enjoys spending time with his family, playing poker, coaching soccer, and watching sports. He is a huge Dallas Cowboys, Los Angeles Chargers and Los Angeles Lakers fan!
Olivio Gomez MBA
Vice President, Wealth Management
Olivio.Gomez@claritycapitalllc.com
Olivio serves as Vice-President of Clarity Capital Partners. He holds the Series 66 registration and is an investment advisor representative with the firm. He is also a registered representative (Series 7) with Purshe Kaplan Sterling Investments.
As a dedicated Wealth Management professional, Olivio specializes in guiding high-net-worth individuals, families, and business owners through the complexities of wealth preservation, growth, and legacy planning. With a strategic, relationship-driven approach, Olivio helps clients align their financial goals with their life ambitions—whether that means scaling a business, planning for succession, or creating a lasting impact through philanthropy.
His expertise spans:
- Comprehensive Wealth Planning – Tailored strategies for asset allocation, tax efficiency, and risk management.
- Business Owner Solutions – Exit strategies, liquidity planning, and succession planning.
- Legacy & Estate Planning – Ensuring your wealth serves generations to come.
Olivio believe wealth is more than numbers—it’s about creating freedom, security, and opportunities for what matters most. His mission is to simplify complexity and deliver clarity, confidence, and peace of mind.
Originally from San Francisco, Olivio currently reside in Orange County’s picturesque Ladera Ranch community with his wife Monica and daughter Emma. During his free time, Olivio enjoys spending time with his family, attending classic car shows and spending weekends at the beach. He is also an avid fan of college football, making periodic road trips to Memorial Stadium at UC Berkeley to watch his beloved Golden Bears.
Pete Anderson
Vice President, Wealth Management
PAnderson@claritycapitalllc.com
Pete serves as Vice President of Wealth Management at Clarity Capital Partners and is Series 65 licensed.
Driven by a lifelong passion for finance and helping others, Pete leverages his ranching roots, math skills, and business education to provide customized wealth management solutions tailored to individual needs. Raised on his family's Montana ranch, Pete learned the values of hard work, integrity, and community. He excelled in math and sports, earning a football scholarship and Bachelor's degree in Business Management from Rocky Mountain College.
Pete spent six years in the financial sector, first with New York Life Insurance and then as an independent agent partnering with healthcare professionals, business owners, farmers and ranchers. Pete also helped design a financial wellness initiative for employer groups during this time. Through this, he gained experience in diagnosing and developing innovative healthcare benefits solutions encompassing coverage, wellness and insurance packages that complement existing plans while adding additional perks and cost-savings. In 2023, he obtained his 65 license and joined Clarity Capital, aligned by a shared commitment to exploring all options to make fully-informed financial decisions.
Blending analytical skills with personable service, Pete builds trustworthy relationships with clients. He creates customized strategies to help them achieve their financial goals across market cycles. Outside of the office, you can find Pete horseback riding on his family ranch or enjoying the outdoors through activities like hunting, fishing and camping.
Connor Schamblin
Associate Wealth Manager
cschamblin@claritycapitalllc.com
Connor serves as Associate Wealth Manager with Clarity Capital Partners and holds the Series 66 and series 7 registration.
Connor didn’t start out in finance. He began his studies in biology at Cal Poly Pomona, planning on a career in medicine. But somewhere along the way, he realized what really excited him wasn’t the operating room, it was helping people make sense of financial decisions that shape their lives. That shift led him to wealth management.
His work centers on young professionals and families who want more than just investment talk – they want clarity in a world that feels financially overwhelming. Connor’s approach is simple: cut through the complexity, focus on what matters, and give people the confidence to move forward.
Outside the office, Connor is rarely still. Raised in Bakersfield, he grew up chasing adventure. He still spends time snowboarding in the mountains, fishing and hunting outdoors, golfing on weekends and training as a hybrid athlete. Whether it’s in sport or in wealth management, Connor thrives on growth, challenge, and helping others reach their goals.
Blake Bauer CFP®
Associate Wealth Manager
Blake serves as an Associate Wealth Manager with Clarity Capital Partners and holds the Series 65 registration. He started his career with First Republic Bank as a Digital Specialist. He provided digital banking and digital private wealth management solutions to high-net-worth individuals and businesses, thriving on direct collaboration with clients and cross departmental teams to deliver a seamless digital experience. Blake is known for his acute focus, attention to detail, and connection with people. He combines analytical precision with a deep commitment to relationship driven service.
Education has always been a cornerstone of Blake’s life. He is a proud alumnus of the University of Washington, where he majored in Political Science and earned a Sales Certificate from the Foster School of Business. Blake was a part of the National Champion men’s rowing team in 2015. He won the Pac-12 3rd varsity 8 event in 2016, was on the Pac-12’s all-Academic team in 2017, and UW’s dean’s list all 4 years.
When Blake is not immersed in the world of finance, he enjoys the beauty of his hometown, Newport Beach, CA. He enjoys spending time with family and friends, competitive basketball, travel, surfing, and volunteering with local charities.
The Summit Team
Brandon Smith, J.D.
Director of Integrated Planning Group
Brandon Smith joined Summit Financial as the Director of Integrated Planning Group. He leads the Integrated Planning Group and develops strategies and expertise for our Financial Advisors. Brandon served as an Executive Officer for Grayhill LLC for over 18 years cumulatively which allowed him to partner with established Financial Advisors to develop advanced wealth transfer plans and perform comprehensive financial planning for clients. Prior to Grayhill, he was at Financial Designs Ltd for several years. Brandon earned a B.A. from Emory University, his J.D. from Washburn University of Law and his LL.M. in Taxation from the University of Denver College of Law. He has just moved to New Jersey after living in Denver, CO for over 25 years.
Ed Friedman
Strategic Growth Officer
Ed Friedman is a Strategic Growth Officer at Summit Financial LLC. Ed is a financial services industry veteran with decades of experience in advancing advisor’s practices and supporting their growth. He works closely with the executive management team and reports to the CEO of Summit Financial, Stan Gregor. Prior to Summit, Ed Friedman ran his own consulting business, providing consulting services including operational, business, growth and technology strategies to Independent Wealth Management firms and the strategic vendors that support them. At Dynasty Financial Partners, Ed was the National Director of Practice Management and former Director of the Enterprise Group with a focus on wealth management firms in excess of $1 Billion in assets. Ed was also part of the founding management team at HighTower Advisors heading up business development and advisor development. Before the launch of HighTower, Ed had a 22-year career at Morgan Stanley and its predecessor firm with roles as a financial Advisor, branch manager and senior executive management. Ed is a graduate of Rutgers University with a BA in Business and Finance.
Keith Soltis
Head of Growth & Business Development
Nothing is more fulfilling to me than being in a position to support top professionals and see the impact they make on both their clients’ and their own personal lives. It’s this gratification that has kept me in the business for 25 years. We transform the lives of our associates and clients through coaching and strategic planning.
As one of the largest and most respected firms in our market, we specialize in Financial Planning, Insurance Strategies & Wealth Management. Our firm of over 200 advisers & professional staff members support over 100,000 clients, to help them reach their financial potential.
For over 40 years we have been helping advisers, businesses, families, executives, entertainers, and professional athletes build financial freedom.
Our goal is to help you avoid unnecessary wealth transfers. My practice is dedicated to promoting fiscal literacy and financial awareness. Our unique team-based platform is designed to bring together financial problem solvers to help you reach your goals.
Overview
Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. Our approach to strategic and coordinated financial planning for wealthier clients consists of assembling a team of highly qualified professionals responsible for needs analysis, developing, presenting, and implementing a program tailored for a client’s long-term objectives. We draw on the resources of our in-house, multi-disciplined professional staff made up of CPAs, tax attorneys, CFP® Professionals, estate, insurance, and benefits consultants, investment advisors, and administrative support staff.
Summit Financial, LLC, an SEC-registered investment advisor, a wholly-owned subsidiary of Summit Financial Holdings, established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983).
As your financial situation changes, life can become more complex. How do you know if some financial decisions are negatively affecting other areas of your plans? We can help.
Specialties:
- Wealth Management
- Employee Benefits
- Insurance Strategies
- Investment Strategies & Asset Management
- College Funding Strategies
- Budgeting Strategies
Keith is registered to sell securities in CA, CT, FL, NJ & NY and Insurance in: NJ,NY,PA, and FL.
Noreen Brown, CFA
Co-Chief Investment Officer
Noreen Brown is the Co-Chief Investment Officer at Summit Financial LLC. She is responsible for the development and ongoing oversight of Summit’s investment offerings. Noreen also works with the investment team to create newsletters, whitepapers, and portfolio updates and is a resource for advisors on client portfolio design and investment strategies.
With more than two decades of investment advisory and asset management experience, Noreen’s areas of specialization include alternative investments, investment research, asset allocation, portfolio construction, and manager due diligence. Prior to Summit, she focused on economic and capital market research for an independent wealth management firm. She was also responsible for business strategy and product management at two rapidly growing alternative investment businesses at Citigroup and AllianceBernstein. Previously, Noreen was an investment consultant to employee benefit plans and endowments/foundations at Mercer Investment Consulting, where she provided advice on asset allocation, portfolio construction and investment policy.
Noreen has a B.A. in Mathematics from Amherst College, an M.B.A. in Economics and Operations Management from the Stern School of Business at New York University, and is a CFA® Charter holder. She lives in Chatham, New Jersey with her three children.
Steven Weinman
President, Co-Chief Investment Officer
Steven Weinman is the President of Summit Financial. He has been affiliated with Summit’s predecessor and affiliated entities (Summit Equities, Inc. (“SE”), Summit Financial Resources, Inc., Summit Risk Management, Inc., and their affiliates) since 1982. Steven has general management oversight for the company.
He serves as the CEO of Summit Risk Management, LLC (“SRM”), an affiliated company licensed to sell various insurance products and operates as the insurance vehicle for Summit. Steven is also the CEO of a limited purpose broker-dealer, LS Securities LLC (“LSS”). He received his BS from Fairleigh Dickinson University and his MBA from NYU.
Steven Melnick, CFA
Deputy Chief Investment Officer
Steve Melnick, CFA has nearly 15 years of investment experience within the private wealth sector, most recently from Brown Advisory. At Brown Advisory, he was a Senior Research Analyst where he served as a key member of the centralized Investment Solutions Group (ISG). Prior to Brown Advisory, Steve was at Dyson Capital Advisors and Cambridge Associates where he also served in investment due diligence and portfolio construction functions. Steve helps lead the Investment Team’s due diligence efforts, authors regular market commentary, and offers pivotal investment support to Summit’s advisor base. Steve holds a Bachelor of Business Administration in Finance from George Washington University and is also a CFA Charter holder.