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.

Allison Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. She previously worked at Global Retirement Partners and LPL Financial, LLC. Outside of her financial advisory role, she is involved in dog walking and pet sitting through the Rover app. 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 comprehensive due diligence.

Lindsay Torres is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. She has eight years of industry experience and currently serves as Chief Operating Officer of TMFG, LLC, where she is involved in client service leadership and management. Lindsay has been affiliated with The Miller Financial Group since 2016. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.