Thomas Moore Jr. is a financial advisor at ValMark Advisers, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with ValMark Advisers since 2014. In addition to his advisory role, he serves as president and a 35% owner of Broadview Financial Advisors, LLC, and is an advisory board member for McCormick Equipment Co., Inc. 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, supported by proprietary platforms and comprehensive due diligence.

Andrew Von Lehman is a financial advisor at ValMark Advisers, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been associated with ValMark Advisers since 2011 and Broadview Financial Advisors since 2015. Outside of his advisory work, he serves as Board President for CASA for Kids, a nonprofit representing children in family court who have suffered abuse or neglect. 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 with multi-asset allocation, utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

David Brunson is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. His prior roles include positions at Broadview Financial Advisors and New York Life Insurance Company. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses a goal-based, diversified investment approach with model portfolios and asset allocation implemented through mutual funds, ETFs, and separate-account managers.