Meet Our Team

Ryan M. Verdery, AIF®

  • Grey LinkedIn Icon

Ryan is the son of a retired military officer and has referred to much of the U.S. as home. Following in a noble family tradition, Ryan followed with a military career of his own, serving in the U.S. Army as a member of General H. Norman Schwarzkopf ’s Command Staff while stationed with the 24th Infantry Division (Mech) during the 1980’s and is the proud recipient of The Army Commendation Medal. Since leaving the military, Ryan and his wife settled in Cary, NC, where they reside with their two sons.

Ryan began his career in the financial services industry in 1997 and began to narrow his focus on retirement plans the following year. He is committed to his role as a co-fiduciary and has received the AIF® (Accredited Investment Fiduciary) designation. Ryan is responsible for consulting employers with respect to fiduciary best practices, plan design assistance and employee education. The leadership skills Ryan obtained from serving with General Schwarzkopf are applied with the same rigorous amount of discipline to the employer sponsored retirement plan fiduciary processes.

Ryan studied Managerial Economics at Carnegie Mellon University. An outdoorsman at heart, he enjoys various aspects of extended wilderness treks. Through much experience Ryan has become a proficient marksman and skilled scuba diver.

Managing Director

Gary Weeks, AIF®

Retirement Consultant

Gary is a Retirement Consultant at LPL Financial. He helps advisors and their teams with many aspects throughout the retirement plan process. Some of the tools he brings advisors are industry support, benchmarking reports, fee analysis, fund review, and regulatory updates. Gary graduated from California Polytech State University and joined LPL Financial in October 2013.

Chad Griffith, CRPC®

LPL Financial Advisor

Chad began his career as a Financial Advisor with American Express Financial Advisors, now Ameriprise Financial, in late 2003. Before joining American Express, Chad worked as a Change Management Consultant in Healthcare Management Solutions in London, UK and Durham, NC. 

Chad is committed to working with his clients and their families to form lasting relationships built on principles of trust, integrity, and understanding. He is able to help his clients, which consist of individuals, families, and small businesses.

Originally from Lexington, NC, Chad is a graduate of the Kenan Flagler Business School at UNC-Chapel Hill. He has a beautiful wife, Caroline Hope Griffith, who works for Non-Profits focused on Global Health Initiatives (primarily HIV/AIDS issues in Africa). His interests include world travel, sports (especially UNC Basketball and golf), reading, musicals, laughter, and hanging out with family and friends.

Brendan M. Rodden, CRPS®

  • Grey LinkedIn Icon

Prior to joining Summit Retirement Partners, Brendan served for more than 20 years as a United States Marine Corps officer and as a financial advisor with Raymond James. In combat, he commanded a tank company in Iraq in 2003, and served as executive officer of more than 1,200 personnel in a task force in Afghanistan from 2010 to 2011. He was also an instructor at Marine Aviation Weapons and Tactics Squadron One, the United States Marine Corps equivalent of the U.S. Navy’s "Top Gun" school for naval aviators.

Before retiring from the Marine Corps, Brendan was accepted into the Wall Street Warfighters Foundation program, which was chaired by the former head of the Joint Chiefs of Staff General Peter Pace (Retired), enabling him to receive training at the Financial Industry Regulatory Authority (FINRA) and the Securities Industry Institute at Wharton. Brendan earned his bachelor’s degree from Towson University, has a certificate in Financial Planning from Boston University and has passed the CFP® Certification Examination, making him a candidate for CFP® certification. He is also a Chartered Retirement Plans Specialist CRPS®.

Born in Denver, Colorado, raised in Maryland, and having served around the country and world with the United States Marine Corps, Brendan now lives in Raleigh with his wife Kelly, and their two children, Bryan and Hailey. He is actively involved in veteran’s issues, and he previously helped to establish and sit on the board of a 501(c)3 charity for veterans in South Carolina. Additionally, supports the Marine Corps Reserve program Toys for Tots in the Raleigh area, and other veteran initiatives. He is an active member in the Triangle Chapter of Military Officers Association of America.

Vice President - Retirement Services

John F. McAulay, CFP®

LPL Financial Advisor

John began his career in financial services by joining Legg Mason Wood Walker as a Financial Advisor in 2001, and transitioned to Smith Barney via a company acquisition in 2006.  

John has been a CERTIFIED FINANCIAL PLANNER™ professional since 2006, and received a certificate in Financial Planning from Duke University. Born and raised in Long Island, NY by parents who emigrated from Scotland in the 1950’s, John moved to North Carolina to attain his undergraduate degree from East Carolina University. He currently resides in Morrisville, NC with his wife, Leslie, and their two children.

Strategic Partners

Gary Weeks, John F. McAulay and Chad Griffith are not affiliated with Summit Retirement Partners.

© 2019 SUMMIT RETIREMENT PARTNERS, LLC

SUMMIT RETIREMENT PARTNERS

209 West Chatham Street
Apex, NC 27502

919.674.0595  Direct

888.400.5355 Facsimile

855.AIF.401K  Toll Free

summit.retirement@lpl.com

WE PROUDLY SUPPORT

Securities and  advisory services offered  through LPL  Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Investment products, services and fee-based advisory services are only available to residents of:

CA, DE, FL, GA, KY, MD, NC, NJ, NY, PA, & VA.