Jongdai Park is a financial advisor with Beauport Financial Services, LLC in Gloucester, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Beauport Financial Services since 2004 and has also worked with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2014 and 2005 respectively. Park serves as a board member for the Gordon College Faith & Finance Forum and The Well Family Foundation, both nonprofit organizations. Beauport Financial Services offers financial planning and consulting to individuals and families through comprehensive and modular engagements, focusing on goals- and risk-based planning. The firm typically recommends asset management programs through ValMark Advisers while monitoring performance and client alignment without directly managing portfolios.

Serena Low is a CFP® with 29 years of industry experience, currently affiliated with ValMark Advisers, Inc. She has worked with Beauport Financial Services, LLC, Valmark Advisers, Inc., and Valmark Securities, Inc. during her career. Outside of her financial advisory work, she is involved in community service as a member of the Gloucester Rotary Club and serves on the board of the Gloucester Educational Foundation, where she was president in 2020. 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation and offers proprietary platforms alongside third-party programs.

Kevin Bilenchi is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work includes roles at Beauport Financial Services and Valmark Securities. ValMark Advisers provides investment advisory and financial planning services to individual investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing account monitoring and rebalancing.

Derek Reed is a CFP®-designated financial advisor with ValMark Advisers, Inc., where he has worked since 2004. He has 29 years of industry experience and is also a partner at Beauport Financial Services LLC. Reed has served as an adjunct professor at Gordon College, teaching portfolio construction and risk management, and is an author with an upcoming book titled *The Imperfect Storm* scheduled for release in March 2025. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, offering a variety of platforms and investment solutions including proprietary and third-party strategies.

Michael Paluch is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at MFS Investment Management and Beauport Financial Services. Outside of his advisory role, he is a partner and Chief Operating Officer at Beauport Financial Services. 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 using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.