Bradley Peterson is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at firms such as New York Life Insurance Company and WealthStone Family Office, LLC. Outside of his advisory work, he serves on the board of directors and various committees of the Savannah Lakes Property Owners Association and works as a program specialist for the South Carolina Department of Parks, Recreation & Tourism. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios with implementation through mutual funds, ETFs, and separate-account managers, alongside proprietary platforms and sub-advisory relationships.

Robert Bradford is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. His prior experience includes roles at CenterPoint Advantage LLC, Valmark Securities, Inc., Ohio National Life Ins Co, and his own firm, PICKETT BRADFORD & ASSOC, P.A. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive back-office services.

Kristy Peters is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Welshire Capital since 2017 and previously held roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of financial advising, Peters has interests in residential property ownership and management. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios with asset allocation strategies, utilizing both proprietary and third-party platforms.

George Pickett Jr. is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at CenterPoint Advantage and Valmark Securities, as well as operating Pickett Bradford & Associates, P.A., a firm licensed to sell life and health insurance products. He also provides litigation consulting as an expert witness in life insurance-related cases. ValMark Advisers, Inc. offers investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Julian Good Jr. is a ChFC® credentialed financial advisor with ValMark Advisers, Inc., bringing 43 years of industry experience. He has been with ValMark since 2013 and is based in Metairie, LA. Outside of his advisory role, he serves as a board member of Touro Infirmary and acts as an expert witness in cases related to various insurance products. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Steven Hamann is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and 19 years of industry experience. He has been with ValMark Advisers and its affiliated entities since 2009. Outside of his advisory role, he is a professional airline pilot for Delta Air Lines, a position he has held since 1997. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms alongside fee-based planning and consulting services.

Michael Poitinger is a financial advisor with ValMark Advisers, Inc. holding Series 63 and Series 66 licenses and has 42 years of industry experience. He has operated his own firms, including Poitinger Wealth Management Inc. and Poitinger Financial Inc., and worked with Valmark Securities, Inc. and Poitinger, Redmond, Lyons, Kura & Co. Additionally, he earns commissions from fixed insurance products. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, employing diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing.

David Heine is a CFP® professional with 13 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has held roles at Valmark Securities, Avantax, and Prudential Advisors-Twin Cities Financial Group. Outside of his advisory work, Heine is a partner at SLS, Inc., a tax preparation and financial services firm. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized product platforms.

David Mack is a financial advisor at ValMark Advisers, Inc. with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including J.P. Morgan Securities and Penn Mutual Life Insurance Co. Outside of his advisory role, he coordinates Plan LLC, a registered service advisor focused on client servicing and investment activities. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing proprietary and third-party platforms, with oversight from an investment committee and integration of manager programs and strategist portfolios.

Eric Pelle is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining ValMark, he worked at Chibardun Telephone Cooperative and currently serves as Director of Operations at Business & Estate Advisers of WI, Inc. He is also a member of the City Council in Rice Lake, Wisconsin, and participates in the Kiwanis Club of Rice Lake. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and financial solutions.

Jackie Gates is a financial advisor with ValMark Advisers, Inc. in Rice Lake, WI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with Valmark Securities, Inc. since 2016. In addition to her advisory role, she serves as a paraplanner at Business & Estate Advisers of WI, Inc., focusing on financial and business planning. ValMark Advisers provides investment advisory and financial planning services to individual investors, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach utilizing model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers.

Mark Giraud is a CFP® professional with 12 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Valmark Securities, Uncompromising Financial, United Planners' Financial Services, and Vantaquest. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and it maintains notable governance and economic relationships with insurance and ETF products.

Michael Gross is a financial advisor at ValMark Advisers, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark since 2014. Prior to that, he worked at Ross & Company, PC for 24 years. Outside of investment advising, Gross provides consulting services focused on accounting procedures and serves as an executor for estate administration. ValMark Advisers offers investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies implemented via mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing by advisory representatives.

Brady Gray is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and also works with Rivertree Financial Planning, LLC. Prior to his advisory roles, he has experience in educational and community organizations, including multiple positions at Mississippi State University and Germantown High School. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with proprietary platforms and unique arrangements involving insurance and ETF products.

Monte Harrick is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at ValMark Securities, Inc., FAS Corp., and Veritypoint Financial, LLC. Outside of his advisory work, he is president of an online jewelry sales business that operates internationally, where he assists with strategy, financing, marketing, and supply chain. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and sub-advisory services.

Robert Miller is a CFP® professional with 34 years of industry experience, currently serving at ValMark Advisers, Inc. since 2003. He also has a long tenure with ValMark Securities, Inc. beginning in 2002. Outside of his advisory role, he is involved in sales of non-securities related products through New England Securities and other insurance companies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm employs diversified, goal-based model portfolios and emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

Matthew Arey is a financial advisor at ValMark Advisers, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark Advisers since 2017. Outside of his advisory role, Arey serves as an assistant swim coach at Cheverus High School and is a member of the Portland Regional Chamber of Commerce Finance Committee. He is also a partner at Lebel & Harriman, LP & LLP, where he oversees fiduciary service practices and client acquisition strategies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.

Steven Vonschriltz is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining ValMark Advisers in 2022, he spent 16 years at Lincoln Financial Advisors. Outside of his advisory work, he serves as an assistant swim coach at the Upper Arlington Swim Club in Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios with a focus on multi-asset allocation using mutual funds, ETFs, and approved third-party managers.

Thomas Urdahl is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history that includes positions at Valmark Securities, Towne Park, and the University of Minnesota. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic reviews.

Michael Michlitsch is a financial advisor at ValMark Advisers, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked with ValMark Securities, Inc. since 2016. In addition to his advisory roles, Michlitsch is involved in life insurance and annuities as a licensed agent and owns MA Management Group, LLC, which manages rental properties. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing.