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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.
Mark M
CFP®, Series 63
Fort Wright, KY
ValMark Advisers, Inc.
Mark Miller is a CFP® with 25 years of experience in the financial services industry. He is currently with ValMark Advisers, Inc. and affiliated entities, where he has been since 2003. Miller provides mentorship to students at Xavier University and serves on the investment committee of the Redwood/Dorothy Wood Foundation. ValMark Advisers, Inc. offers 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 utilizes diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and it provides a range of platform solutions and sub-advisory services.
Austin H
Series 63, Series 65
Fort Wright, KY
ValMark Advisers, Inc.
Austin Hussey is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Fidelity Investments for five years. Outside of his advisory work, he coaches high school tennis. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing proprietary and third-party platforms along with oversight from an investment committee.
William A
Series 63, Series 65
Fort Wright, KY
ValMark Advisers, Inc.
William Arthur II is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with ValMark Advisers since 2010 and also serves as an investment committee member for the Diocese of Covington, where he reviews and monitors investment accounts on a voluntary basis. 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 a range of advisory and consulting services.
Troy C
Series 66
Fort Wright, KY
ValMark Advisers, Inc.
Troy Crook is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. He has 11 years of industry experience, including roles at Valmark Securities, Inc., Valmark Advisers, Inc., and W3 Wealth Advisors, LLC. Outside of his advisory work, Crook serves as a director of Glory to God International Ministries, overseeing mission trips in Nigeria. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing both proprietary and third-party platforms, with ongoing portfolio monitoring and rebalancing conducted by investment advisory representatives under committee oversight.
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