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Steven H

Series 66

Fort Wright, KY

ValMark Advisers, Inc.

Steven Hamann is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and 19 years of industry experience. He has been with ValMark Advisers and its affiliated entities since 2009. Outside of his advisory role, he is a professional airline pilot for Delta Air Lines, a position he has held since 1997. 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 advisory representatives. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms alongside fee-based planning and consulting services.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Mark M

CFP®, Series 63

Fort Wright, KY

ValMark Advisers, Inc.

Mark Miller is a CFP® professional with 25 years of experience in the financial services industry. He has been with ValMark Advisers, Inc. since 2003 and has held roles at affiliated firms including ValMark Securities, Inc. Outside of his advisory work, he provides mentorship to students at Xavier University and serves on the investment committee of the Redwood/Dorothy Wood Foundation. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing a variety of platforms and third-party managers, with ongoing monitoring and review by its investment advisory representatives.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Austin H

Series 63, Series 65

Fort Wright, KY

ValMark Advisers, Inc.

Austin Hussey is a financial advisor at ValMark Advisers, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining ValMark Advisers, Hussey worked at Fidelity Investments and has experience as a high school tennis coach. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and rebalancing.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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William A

Series 63, Series 65

Fort Wright, KY

ValMark Advisers, Inc.

William Arthur II is a financial advisor at ValMark Advisers, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ValMark since 2010. Arthur serves on the investment committee for the Diocese of Covington, where he reviews and monitors the diocese’s investment accounts on a voluntary basis. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from its investment committee.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Troy C

Series 66

Fort Wright, KY

ValMark Advisers, Inc.

Troy Crook is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he worked at Focus on Success and ValMark Securities, Inc. Outside of his advisory work, he serves as a director for Glory to God International Ministries, overseeing mission trips to Nigeria. ValMark Advisers provides investment advisory and financial planning services to a broad client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses diversified, goal-based model portfolios with a focus on asset allocation, implementing strategies through mutual funds, ETFs, and separate-account managers.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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