West Warwick, RI Office

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.

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.

Emilio Senesi Jr. is a financial advisor with Summit Financial, LLC who holds the CFP® and ChFC® designations and has 44 years of industry experience. Prior to joining Summit Financial in 2025, he worked at firms including Cetera Financial Specialists, Patriot Retirement Plan Partners, Patriot Financial Group, Ivy Wealth Management, Securities America, Inc., and LPL Financial. He serves as vice president on the board of his condominium association, a voluntary role unrelated to his financial advisory work. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments, supporting customizable portfolios and held-away account management.

Mark Piccerelli is a financial advisor at Summit Financial, LLC with 24 years of industry experience. His prior roles include positions at The Patriot Financial Group and Ivy Wealth Management, Inc. Outside of advising, he is a member of The Brewers Guild, a professional brewers' organization. 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 preferences.

Ralph Coppola is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Summit Financial, LLC since 2025. His prior roles include positions at The Patriot Financial Group, Ivy Wealth Management, and Meridien Financial Group, among others. Outside of advisory work, he owns Sustainable Benefits Strategies, LLC, an insurance business, and serves on several nonprofit and community boards including the Northern RI Council of the Arts and Health Source RI. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to meet client-specific needs.

Todd Sadwin is a financial advisor at Summit Financial, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at The Patriot Financial Group, Ivy Wealth Management, Inc., Minnesota Life Insurance Company, Securian Financial Services, Inc., and Pioneer Financial Group. In addition to advising, Sadwin offers insurance products as a broker through various companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm provides investment advisory, financial planning, retirement plan services, and access to alternative investments through a combination of discretionary and consultative platforms.

Brad Ingegneri is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Summit Financial, LLC and has prior experience at firms including Purshe Kaplan Sterling Investments, Cetera Financial Specialists LLC, The Patriot Financial Group, Ivy Wealth Management, Inc., and Securities America, Inc. Outside of his advisory work, he is an owner of a real estate rental business. 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.

Michael Raspallo is a financial advisor with Summit Financial, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Cetera Financial Specialists LLC, Ivy Wealth Advisors, Securities America, Inc., Patriot Financial Group, and LPL Financial, LLC. He serves on the boards of Horizon Pharmacy and Thrive Behavioral Health in Warwick, RI. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Bryan Le Beau is a financial advisor with Summit Financial, LLC, holding Series 63, 65, and 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, The Patriot Financial Group, and CETERA Financial Specialists. Outside of finance, he serves as chairman of the Richmond Economic Development Commission and is involved with the Rhode Island Brewers Guild. 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 alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.