Joseph Trovato is a financial advisor with ValMark Advisers, Inc. in Bakersfield, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2017 and concurrently operates Trovato Wealth Management, a financial planning and wealth management practice. 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 implemented primarily with mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms and fee-based planning services.

Tate Trovato is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and based in Bakersfield, CA. He has one year of industry experience and previously worked in education for several years. Outside of his advisory role, he serves as a church intern at Christ Church Carpinteria, where he assists with general accounting and budget tracking. 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 implemented with mutual funds, ETFs, and third-party managers, alongside various proprietary platforms and advisory services.