Joseph Trovato is a financial advisor with ValMark Advisers, Inc. in Bakersfield, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes multiple tenures at ValMark Advisers and Summit Investment Advisors, as well as time at Independent Financial Group. He also operates Trovato Wealth Management, providing financial planning, wealth management, and insurance services. ValMark Advisers serves a broad client base including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, with ongoing portfolio monitoring and rebalancing overseen by an investment committee.

Tate Trovato is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. Before joining ValMark, he worked in education for over a decade, including roles at Westmont College and multiple schools in the Bakersfield, CA area. He also serves as a church intern at Christ Church Carpinteria, where he assists with general accounting tasks. ValMark Advisers provides investment advisory and financial planning services to individual, high-net-worth, retirement plan, and institutional clients through a network of advisors using diversified, goal-based portfolios and asset allocation strategies. The firm is notable for its involvement with investment-company products and index licensing, including advising the TOPS® ETF Portfolios and sponsoring the TOPS® Global Equity Target Range™ Index.