Summit Financial, LLC

Alexander Robbel is a CFP® professional with six years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Northwestern Mutual and Benson Wealth Management. Robbel is also licensed to offer insurance products through multiple companies, including an affiliated entity. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, businesses, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, retirement plan advisory services, and access to insurance and variable annuity products through various partners.

Jonathan Steffen is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Brookstone Capital Management and Silvertree, LLC. Outside of advisory work, he is involved in business consulting on tax savings strategies and holds ownership in Silvertree Properties, LLC. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through multiple platforms and utilizes advanced operational tools and a layered affiliate structure.

Todd Rustman is a CFP® and CFA® with 24 years of experience in the financial industry. He is currently with Summit Financial, LLC and has held positions at firms including American Trust Investment Services and WestPark Capital Inc. Outside of his advisory work, Rustman is an author and a partner in a winery, and he serves on the board of a nonprofit organization. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through various platforms and combines these with retirement plan advisory services and access to insurance and annuity products.

Dennis Ryan Jr. is a financial advisor at Summit Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also an author, having published a book in 2022 available on Amazon. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management solutions alongside retirement plan advisory and access to insurance and variable annuity products.

Mark Dulworth is a financial advisor with Summit Financial, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at The Leaders Group Inc, Legacy Asset Management, Inc., and he has been president of Dulworth & Co, Inc. since 2004, where he is involved in insurance brokerage activities. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment programs and manages approximately $15 billion in client assets.

Sarah Hehmeyer is a financial advisor at Summit Financial, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Private Client Services. Outside of her advisory roles, she has been involved with Tap Consulting, LLC dba Genex Consulting. Summit Financial, LLC provides investment advisory and financial planning services to a broad client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management solutions supported by multiple custodians and platforms.

Sean Marchetti is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior roles include positions at Cetera Financial Specialists, Securities America, The Patriot Financial Group, and LPL Financial. Outside of advisory services, he is also involved in insurance brokerage through multiple companies and an affiliated firm, SRM. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management solutions and access to retirement plan advisory and insurance products through affiliated and unaffiliated partners.

Stephen Garrett Sr. is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 63 designation and 34 years of industry experience. His prior roles include nearly two decades at Ameriprise Financial Services, Inc., and more recent positions at Purshe Kaplan Sterling Investments and Summit Financial DBA Garrett, Perkins & Horton Advisory Partners. He serves on the Board of Directors for the University of Southern Mississippi Alumni Foundation and is Treasurer Emeritus for Bassett Hound Rescue of Alabama. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, retirement plan advisory services, and access to insurance and annuity products through various platforms and partners.

Patricia Webb is a financial advisor at Summit Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked for Canon Capital Management Group for 18 years. Outside of her advisory role, she provides exit planning consulting services to business owners through Kaboo Consulting, LLC. Summit Financial, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm combines discretionary managed portfolios with advisor-directed programs and manages approximately $15 billion in client assets across multiple custodians and platforms.

Michael Denti is a financial advisor at Summit Financial, LLC with 40 years of industry experience. He previously worked at Merrill from 1983 to 2021 and Bank of America from 2009 to 2021. In addition to his advisory role, he is licensed to offer insurance products through various companies, including sales conducted via an affiliated firm. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a combination of discretionary managed portfolios and advisor-directed programs, serving approximately $15 billion in client assets as of December 2024.

Armando Faucy Smith is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and OSAIC. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, combining discretionary managed portfolios with advisor-directed programs across multiple platforms.

Benjamin Veglas is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Ivy Wealth Management, The Patriot Financial Group Insurance Agency, and Fidelity Investments. Outside of finance, he has worked in the hospitality industry, including a role at Albertos Pub & Pizza. Summit Financial, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through various platforms and manages approximately $15 billion in client assets.

Michael Kiernan is a CFP® with four years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. His prior experience includes roles at Cetera Financial Services, Patriot Financial Group, and Merrill. Outside of his advisory work, Kiernan manages a golf league and volunteers as a site administrator for its associated online community. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment programs and integrates multiple platform relationships to serve approximately $15 billion in client assets.

Peter Valles is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Aurora Private Wealth, APW Capital, Inc., and Janney Montgomery Scott. In addition to his advisory duties, he is licensed to sell insurance through Summit Risk Management, an affiliate of Summit Financial. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management programs and integrates multiple custodial platforms and affiliates in its service delivery.

David Porro is a financial advisor with Summit Financial, LLC, holding the ChFC® designation and Series 63 and 66 licenses, and has 31 years of industry experience. He has been with Summit Financial since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. He also serves as Director of Insurance for Summit Financial and works as a sales manager for Mass Mutual, assisting with case design, underwriting, and carrier relationships. Summit Financial, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management programs and access to insurance and variable annuity products through affiliated and unaffiliated partners.