Summit Wealth Group

Jason Runung is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network and Scottrade. Outside of his advisory work, he owns Summit Advisor Marketing, LLC, a marketing company. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and utilizes a variety of analytical approaches, frequently implementing solutions through third-party money managers and sub-advised models.

Stefan Hackethal is a CFP®-designated financial advisor with four years of industry experience, currently with Summit Wealth Group. His prior experience includes roles at Commonwealth Financial Network, Tiaa, TIAA-CREF, and Firstbank. He is also active as a Colorado Life Insurance Producer. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach incorporating various analytical methods and uses third-party money managers and sub-advised models, with ongoing account monitoring.

Scott Wilkinson is a financial advisor with Summit Wealth Group in Nobleboro, ME, holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network from 1999 to 2025 and joined Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025 and 2026, respectively. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs various analytical approaches, frequently using third-party money managers and sub-advised models.

David Noland is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Summit Wealth Group and Purshe Kaplan Sterling Investments and has prior experience at THE Vanguard Group, Inc. He is also the owner of Parrhesia, LLC, a private entity established to support his advisory and insurance business activities. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using various analytical methods and frequently implements strategies through third-party money managers, managing over $2.3 billion in discretionary assets under management.

Carlos Alas is a financial advisor with Summit Wealth Group in Colorado Springs, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Summit Wealth Group, he worked at Charles Schwab & Co., Inc. Carlos has involvement with the B-Elite Soccer Academy/CASA Soccer Academy, where he was active for six years. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using various analytical methods and frequently works with third-party money managers to serve its clients.

Kurt Whitesell is a CFP® with 38 years of experience in the financial industry. He is currently with Summit Wealth Group, where he has worked since 2022 and in its successor entity since 2025. His prior experience includes 18 years at Commonwealth Financial Network and 15 years running Whitesell Financial Group. He is a 50% owner and president of a private reinsurance company. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a range of analytical approaches and frequently implements these through third-party money managers, monitoring accounts with ongoing reviews.

Alisha Butterfield is a financial advisor at Summit Wealth Group in Rapid City, SD. She holds a Series 66 designation and is part of a firm with 32 advisors. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and uses a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.

Michael Comstock is a CFP® professional with 29 years of industry experience. He is currently with Summit Wealth Group and has prior experience at Commonwealth Financial Network and Premier Private Wealth. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs a range of analytical approaches, often utilizing third-party money managers and sub-advised models.

Stephen Crawford is a financial advisor with Summit Wealth Group holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network, Marion Bank and Trust Company, and Trustmark National Bank. He is also the owner of First Cahaba Investments LLC, a private entity established to facilitate his advisory and insurance business activities. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a range of analytical approaches and customizes target allocations based on each client’s financial profile, goals, liquidity needs, and risk tolerance.

Nathan Archuleta is a Certified Financial Planner® with 19 years of industry experience, currently serving with Summit Wealth Group in Colorado Springs, CO. He has worked at Summit Wealth Group since 2011 and was previously affiliated with Commonwealth Financial Network. Archuleta also owns Archuleta Financial Services, LLC, a private entity established to support his advisory and insurance activities. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and employs a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Joshua Jerele is a CFP® professional with 11 years of industry experience, currently affiliated with Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network, Mosaic Family Wealth, and UBS Financial Services. Outside of his advisory work, he owns Jerele Consulting LLC, a private entity established to support his advisory and insurance activities. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles, utilizing a variety of analytical approaches and often implements solutions through third-party managers, maintaining ongoing account monitoring and annual reviews.

Joshua Willink is a Series 66 credentialed advisor with Summit Wealth Group in Holland, Michigan. He is part of a multi-team firm comprising 32 advisors. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on clients’ financial profiles and uses various analytical approaches, including asset allocation, fundamental, technical, quantitative, and direct indexing, often implementing strategies through third-party money managers with ongoing account monitoring.

Joshua Oller is a CFP® with six years of industry experience currently affiliated with Summit Wealth Group and Purshe Kaplan Sterling Investments. He previously worked at Commonwealth Financial Network and BankFirst Financial Services. Outside of his financial advisory roles, he is the owner of ProTraj, LLC, a support company. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, standalone financial planning, family office services, and retirement plan advisory, tailoring strategies based on each client’s financial profile and utilizing a range of analytical approaches and third-party managers.

Ross Haycock is a CFP® professional with 22 years of industry experience, currently affiliated with Summit Wealth Group in Colorado Springs, CO. He spent 20 years with Commonwealth Financial Network before joining Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025. Outside of his advisory role, he co-owns Rokai Consulting, LLC, a private entity established for personal tax and liability purposes. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on each client’s financial profile using a mix of analytical approaches and often employs third-party money managers and sub-advised models, monitoring accounts with at least annual reviews.

Gary James is a financial advisor with Summit Wealth Group and holds the CFP® designation along with a Series 66 license. He has 25 years of industry experience, including a tenure at Commonwealth Financial Network since 2014. Outside of advising, he is co-owner of a marketing company based in Colorado. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a variety of analytical approaches and frequently employs third-party money managers and sub-advised models, maintaining ongoing client account monitoring with at least annual reviews.