Robert Bradford is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. His prior experience includes roles at CenterPoint Advantage LLC, Valmark Securities, Inc., Ohio National Life Ins Co, and his own firm, PICKETT BRADFORD & ASSOC, P.A. 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 primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive back-office services.

George Pickett Jr. is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at CenterPoint Advantage and Valmark Securities, as well as operating Pickett Bradford & Associates, P.A., a firm licensed to sell life and health insurance products. He also provides litigation consulting as an expert witness in life insurance-related cases. 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 emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

James Moritsugu is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at ValMark Advisers since 2018. In addition to his advisory role, he is a self-employed freelance musician. 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 delivered through a network of representatives, with oversight from an investment committee.

Robert Dye Jr. is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at AE Wealth Management, LLC and Pinnacle Trust Company. In addition to his advisory role, he is involved in fixed insurance sales through Dye Resource Management, LLC. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach with oversight from an investment committee and is notable for its involvement with investment-company products and index licensing.