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!

Tyler Hardt is the Portfolio Manager, Managing Member, and Founder of Pelican Bay Capital Management, LLC, an investment management firm based in Naples, FL. Tyler’s primary responsibilities are managing the firm’s investment portfolios on behalf of Individual and Institutional Investors, Summit Financial Group of IN and its diversified mix of clientele and a hedge fund that utilizes a distressed-equity investment strategy.  

Prior to launching Pelican Bay Capital Management, he spent the prior 10 years as an Equity Analyst on the US Value Team at Artisan Partners in Atlanta, GA. As an equity Analyst, Tyler recommended investments for the Firm’s small, mid, and large cap mutual funds with assets under management of approximately $20 billion. He developed an expertise in covering the Energy, Utility, and Industrial sectors; and has been quoted in publications including Bloomberg News and the Wall Street Journal. Tyler has also previously held roles in Corporate Mergers & Acquisitions and Corporate Strategy at AT&T Corporation and American Tire Distributors.

Tyler received his MBA in Finance with Honors from the Wharton School in 2009. He graduated Cum Laude with a Bachelor of Science in Finance from the University of Maryland in 2002. Tyler was awarded membership in the Omega Delta Kappa Fraternity that recognizes the top 50 student leaders each year at the University of Maryland. He is also a CFA charterholder and a Member of the Naples CFA Society. 

Outside of the office, Tyler is passionate about developing the sport of youth lacrosse in Naples. He coaches Collier County’s Under-10 Boys Team and is an Assistant Coach for Baron Collier High School. He likes to give back to the community by helping business school students at Florida Gulf Coast University. He serves as a Mentor for the Business School’s Finance Mentorship Program and is a Judge for the Runway Program Pitch Competition held by the FGCU’s Institute for Entrepreneurship. Tyler also has a passion for angel investing and helping entrepreneurs launch new businesses. He currently serves as an advisor to start-ups including Longevity, Inc and BookWellnessTrip,com. He also enjoys boating with his wife, Meg, and two children. Tyler cheers for the Chicago Cubs and Green Bay Packers and is also an avid College Football fan.

Investment advisory and Portfolio Consulting services offered through Pelican Bay Capital Management, LLC, a Registered Investment Advisor in the State of Florida.  For more information please see Part 2A of our Form ADV available on the SEC’s website at www.adviserinfo.sec.gov. You may also request a copy from Pelican Bay Capital Management by e-mailing us at info@pelicanbaycap.com. 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.