Meet the Team

Jon began his career with Stifel, Nicolas in Cincinnati Ohio over 16 years ago as a stockbroker. He knew that he would enjoy the world of finance much more if he could find a more client-focused approach to offering financial advice and began an exhaustive search for a more suitable firm. Having interviewed with the likes of Merrill Lynch, AG Edwards, Edward Jones, Smith Barney, Morgan Stanley, and AXA Advisors, Jon finally settled on Summit Financial Group of Cincinnati. 

In the fall of 2002, Jon was transferred to Lafayette, IN to operate a newly acquired financial planning firm. In the 5 years under his management, the firm grew an average of 70% per year in accounts and assets under management. In the spring of 2008, Jon decided to purchase the practice entirely and continue its growth.

Since coming to the Lafayette, West Lafayette Community, Jon has taught financial classes and been the keynote speaker for the Town of Delphi, Ivy Tech Community College, Sagamore Surgical Center, Rea Magnet Wire, Fisher’s United Methodist Church, and 2^nd Street Baptist Church as well as numerous other companies, churches, and non-profit entities. Jon has also written articles for Doctors of Dentistry Magazine, Carmel Magazine, and been listed in the “Who’s Who of the Financial industry”. 

Jon and his wife Tammie have 3 children and live in Lafayette, IN.  Two of their children are in college at Purdue & Ivy Tech, and the third child is attending Central Catholic HS. Jon enjoys shooting and his wife enjoys shopping!

"Success is peace of mind, which is the direct result of self-satisfaction in knowing you made the effort to become the best of which you are capable." ~John Wooden

The philosophy 'We are always striving for better by learning from yesterday and applying what we know today.' influenced my decision to join Summit. In essence, it emphasizes continuous progress. It portrays growth as a journey rather than a goal. I chose to pursue a career in the financial services industry later in life to use my practical approach and life experience to help others.

My husband and I reside in White County and have four kids, which keeps us busy. They range from elementary age to one pursuing an Agricultural Sciences degree at Purdue University. When we find free time, we enjoy exploring new cities, camping, and the occasional motorcycle trip with friends. I believe the involvement of many strengthens the community, so I volunteer as a CASA for Tippecanoe County and the Lyn Treece Boys & Girls Club.

Tyler Hardt, CFA, is a Chief Portfolio Manager for Pelican Bay Capital Management and Moran Wealth Management®. Mr. Hardt is responsible for the Concentrated Value and Dynamic Income Allocation Portfolios. Mr. Hardt has 15 years of investment management experience and has been a Portfolio Manager at Pelican Bay Capital Management since founding the firm in 2018. Prior to founding Pelican Bay Capital Management, Mr. Hardt spent nine years as an Equity Analyst on the Domestic Value Team at Artisan Partners Asset Management. He has also held Corporate Mergers & Acquisitions and Corporate Strategy roles at AT&T and American Tire Distributor. Mr. Hardt received his MBA with Honors from the Wharton School at the University of Pennsylvania. He graduated Cum Laude from the University of Maryland with a Bachelor of Science in Finance. Mr. Hardt is a CFA Charterholder and a Board Member of the Naples CFA Society. He is also the author of Value Investing: A Disciplined Framework. Mr. Hardt lives with his family in Naples, Florida.

Pelican Bay Capital Management (PBCM) is Moran Wealth Management® (MWM) an SEC registered investment adviser located in Naples, Florida. Registration as an investment adviser does not imply a certain level of skill or training. The publication of PCBM’s web site on the Internet should not be construed by any consumer or prospective client as MWM’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of MWM’s current written disclosure statement as set forth on Form ADV, discussing MWM’s business operations, services, and fees is available from MWM upon written request. MWM does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Results displayed herein prior to 12/31/2022 were achieved under a different firm prior to being acquired by Moran Wealth Management. The accounts managed at the predecessor firm were, however, achieved by the same personnel and were managed substantially similar to the accounts managed at Moran Wealth Management.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant. The Representatives of Moran Wealth Management® are also securities licensed by several states with B/D, an independent broker-dealer.  Member NASD/SIPC. Moran Wealth Management® is a separate entity and not affiliated with any other entity or practice that uses the same name.Pelican Bay Capital Management is independent of Summit Retirement Advisors, LLC and Summit Financial Group of Indiana. Summit Retirement Advisors, LLC and Summit Financial Group of Indiana are Affiliated Entities.