Stephen Garrett Sr. is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 63 designation and 35 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. He serves on the Board of Directors for the University of Southern Mississippi Alumni Foundation and is Treasurer Emeritus of the Bassett Hound Rescue of Alabama. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, employing a mix of discretionary and consultative approaches.

Stephen Garrett is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Summit Financial, he worked at Ameriprise Financial Services, Inc. for 19 years and has been involved with Purshe Kaplan Sterling Investments. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, operating both discretionary and consultative services.

Mark Perkins is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His career includes positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Brandon Horton is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 19 years and currently serves at Summit Financial and Purshe Kaplan Sterling Investments. Horton also provides insurance advice as an independent insurance agent. Summit Financial is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Patrick Garrett is a Series 66 licensed financial advisor at Summit Financial, LLC with 10 years of industry experience. He has worked at Ameriprise Financial Services and Purshe Kaplan Sterling Investments prior to his current role. Garrett provides financial and insurance advisory services through his activities with Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs combining discretionary and consultative approaches alongside financial planning and retirement plan advisory services.

Andrew Schaper is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Summit Financial, LLC and previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Summit Financial is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.