Summit Financial, LLC

Alexander Robbel is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His background includes multiple roles within Northwestern Mutual and related companies from 2019 to 2025. Robbel also operates as an insurance broker, earning compensation through sales of various insurance products. Summit Financial, LLC 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.

Jonathan Steffen is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 65 designation. He has previously worked at Silvertree, LLC and Brookstone Capital Management. Outside of advising, he is involved in business consulting on tax savings strategies and offers insurance products as a licensed broker. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory services, including discretionary and consultative portfolio management programs, financial planning, and access to alternative investments.

Todd Rustman is a CFP® and CFA® with 25 years of industry experience. He is currently a managing partner at Summit Financial, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, American Trust Investment Services, Inc., WestPark Capital Inc, and Gr Capital Asset Management. Outside of his advisory work, Todd is an author and a nonprofit board member, and he also partners in a winery. Summit Financial, LLC is a multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms to accommodate varied client needs.

Dennis Ryan Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions 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 is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments and retirement plan advisory.

Mark Dulworth is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc and Legacy Asset Management, Inc. In addition to his advisory role, he serves as president of Dulworth & Co, Inc., where he manages sales and operations and is involved in insurance brokerage activities. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for nearly 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan services through a mix of discretionary and consultative programs.

Sarah Hehmeyer is a financial advisor at Summit Financial, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Tap Consulting, LLC dba Genex Consulting. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan advisory services, operating both discretionary and consultative platforms.

Sean Marchetti is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, and LPL Financial. He also offers insurance products through various companies, including sales via an affiliated firm. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm provides investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, combining discretionary and consultative services tailored to client needs.

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.

Patricia Webb is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Canon Capital Management Group for 18 years. Outside of advisory work, she provides consulting services related to exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers investment advisory and portfolio management programs that combine discretionary and consultative services tailored to client preferences.

Michael Denti is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He has held positions at Merrill and Bank of America, NA, and joined Summit Financial in 2023. Denti holds Series 63 and Series 65 licenses and conducts insurance sales through various insurance companies, including an affiliated firm. Summit Financial, LLC is an SEC-registered, 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 programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms.

Armando Faucy Smith is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and OSAIC. Summit Financial, LLC is an SEC-registered, 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 services, including discretionary and consultative approaches, financial planning, and retirement plan advisory.

Benjamin Veglas is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Summit Financial in 2025, he worked at Ivy Wealth Management, The Patriot Financial Group Insurance Agency, and Fidelity Investments. He has also held various roles at Quinnipiac University and in other sectors including hospitality. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a mix of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments, supporting a diverse range of client needs.

Michael Kiernan is a CFP®-certified financial advisor with five years of industry experience. He is currently with Summit Financial, LLC and previously worked at firms including Cetera Financial Services and Merrill. Outside of his advisory role, he volunteers as a golf league manager and site administrator for a local golf league. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate varied client preferences.

Peter Valles is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Aurora Private Wealth, APW Capital, Inc., and Janney Montgomery Scott. In addition to his advisory role, Mr. Valles is also licensed to sell insurance and conducts insurance activities through Summit Risk Management, LLC and other firms. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers both discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

David Porro is a financial advisor with Summit Financial, LLC, holding a ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience and has worked at Summit Financial since 2018, as well as prior roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. Additionally, he serves as the Director of Insurance for Summit Financial and works as a sales manager with Mass Mutual, focusing on fixed life, disability, long-term care, and annuity products. Summit Financial, LLC 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, and supports customized investment solutions through third-party managers and unified platforms.