Mark Bubien is a financial advisor at Valley Wealth Managers, Inc. in Chicago, IL, with 10 years of experience in the industry. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs & Co. and JPMorgan Securities LLC. He is a member of the Professional Advisory Committee for the DuPage Foundation, a volunteer role unrelated to investment activities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process, allocating among equities, fixed income, and cash with tailored portfolios that use individual securities and funds, supported by an investment committee and third-party services.

Marc Pershan is a financial advisor with Valley Wealth Managers, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Bank Leumi USA and Leumi Investment Services, Inc. He serves on the advisory committee for Chicago Neighborhood Housing Services, a nonprofit focused on supporting low-income housing. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment approach utilizing strategic allocations among equities, fixed income, and cash, with portfolios often holding individual securities alongside mutual funds and ETFs.