Mark Dulworth is a financial advisor with Summit Financial, LLC in Houston, TX, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has held positions at Summit Financial since 2024, previously worked at The Leaders Group Inc and Legacy Asset Management, Inc., and has maintained Dulworth & Co, Inc. since 2004, where he serves as president. Outside of advisory work, he is involved in insurance sales through multiple companies, including affiliated entities. Summit Financial, LLC is an SEC-registered, 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 services, including discretionary and consultative programs, financial planning, and retirement plan advisory, with an emphasis on both advisor-led monitoring and client approval processes.

Jeffrey Jaskol is a financial advisor with Summit Financial, LLC based in Houston, TX, holding Series 63 and Series 65 licenses with 43 years of industry experience. His career includes roles at TFS Securities, Inc., Acacia Life Insurance, Ameritas Life Insurance, and ownership of Jaskol Asset Advisors LLC dba The Jaskol Group. Outside of his advisory work, he is the founder of the Albert V. Jaskol Memorial Celebration, an annual charity event, and has served as past president of the American Cancer Society Tri-County board. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that includes third-party managers and held-away retirement account management.