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Ryan P

CFP®, Series 63, Series 66

Mason, MI

ValMark Advisers, Inc.

Ryan Parrott is a financial advisor at ValMark Advisers, Inc. in Mason, Michigan, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2011. Outside of his advisory role, he is a member of Ash Street Redevelopment, LLC, involved in the redevelopment of commercial and residential properties in downtown Mason. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and sub-advisory solutions.

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

Series 63, Series 65

Mason, MI

ValMark Advisers, Inc.

Donald Gilin is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at ValMark Advisers and Valmark Securities since 2011, Creamer, Gilin & Associates since 2006, and Minnesota Life since 1989. Outside of advising, he is a managing partner of a rental property business in Michigan. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

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

Series 63, Series 66

Mason, MI

ValMark Advisers, Inc.

Scott Russ is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with ValMark since 2011. Outside of his advisory role, he is involved as a member of ASH STREET REDEVELOPMENT, LLC, which undertakes redevelopment of commercial and residential properties. 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 portfolios and asset allocation, utilizing a range of proprietary and third-party platforms and investment products, with ongoing monitoring and rebalancing overseen by an investment committee.

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

Series 63, Series 66

Mason, MI

ValMark Advisers, Inc.

Michael Heath is a financial advisor with ValMark Advisers, Inc. in Mason, MI, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Prior to joining ValMark in 2018, he worked at Cambridge Investment Research Advisors and Sentinel Advisors from 2014 to 2018. Outside of his advisory role, Heath officiates collegiate and high school football and serves as a substitute reader at First Church Christ Scientist in Greater Lansing. 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, and offers proprietary platforms and sub-advisory services including ETF-focused portfolio solutions.

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

Series 66

Mason, MI

ValMark Advisers, Inc.

Harris Jadun is a financial advisor at ValMark Advisers, Inc. with Series 66 credentials and one year of industry experience. His background includes roles at ValMark Securities, Oracle Financial Solutions, and involvement with the Michigan Athletic Club. 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 focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

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

CFA®, Series 66

Mason, MI

ValMark Advisers, Inc.

Kurt Creamer is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has been with ValMark Advisers, Inc. since 2011. Outside of his advisory role, he is a guitarist in a band called The Pocket, performing at private parties, music festivals, and special events. 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 investment advisory representatives. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, along with back-office support and fee-based planning services.

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

Series 63, Series 65

Mason, MI

ValMark Advisers, Inc.

Adam Tuttle is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining ValMark, he worked at Oracle Financial Solutions and AllState Insurance Company. He serves as a board member of the Chelsea Ridge Homeowner's Association. 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 services including due diligence, back-office support, and fee-based planning.

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

ChFC®, Series 63

Mason, MI

ValMark Advisers, Inc.

Charles Moore is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and a Series 63 license, and has 35 years of industry experience. Moore has been with ValMark Advisers and ValMark Securities since 2011 and has operated his own practice since 1995. Outside of his advisory work, he is involved in the sale of insurance products through Oracle Financial Solutions. 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 third-party managers, and supports its advisors with due diligence, back-office services, and a range of fee-based planning and consulting options.

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