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Global Portfolio Strategy | October 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:8055499001'>805-549-9001</a></p><p class="moonlight-phone">Toll-Free: <a href='tel:8005499001'>800-549-9001</a></p> <p class="moonlight-fax">Fax: <span>805-549-9021</span></p> <div class="moonlight-address_block"> <p class="moonlight-address1">11545 Los Osos Valley Road</p> <p class="moonlight-address2">Suite B1</p> <p> <span class="moonlight-city">San Luis Obispo,</span> <span class="moonlight-region">CA</span> <span class="moonlight-postalcode">93405</span> </p> </div> <a href="mailto:brian.wiese@lpl.com" itemprop="email"> brian.wiese@lpl.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/SummitInvestmentGroup" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://twitter.com/LPL" target="_blank" rel="noopener noreferrer" class="twitter" aria-label="Twitter"> <i class="fa fa-twitter" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com/in/SummitInvestmentGroup/" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.summitinvestmentgroup.net/resource-center/retirement" >Retirement</a></li><li><a href="https://www.summitinvestmentgroup.net/resource-center/investment" >Investment</a></li><li><a href="https://www.summitinvestmentgroup.net/resource-center/estate" >Estate</a></li><li><a href="https://www.summitinvestmentgroup.net/resource-center/insurance" >Insurance</a></li><li><a href="https://www.summitinvestmentgroup.net/resource-center/tax" >Tax</a></li><li><a href="https://www.summitinvestmentgroup.net/resource-center/money" >Money</a></li><li><a href="https://www.summitinvestmentgroup.net/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.summitinvestmentgroup.net/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.summitinvestmentgroup.net/resource-center/videos" >All Videos</a></li><li><a href="https://www.summitinvestmentgroup.net/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. 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