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Kevin S
Series 63
Mt. Vernon, OH
ValMark Advisers, Inc.
Kevin Spearman is a financial advisor with ValMark Advisers, Inc. in Mt. Vernon, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been with Valmark Securities, Inc. since 2005. Outside of his advisory role, he is president of Greenwave Racing, LLC, involved in standardbred horse ownership and racing. 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 primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms.
Lance S
Mt. Vernon, OH
ValMark Advisers, Inc.
Lance Spearman is a financial advisor with ValMark Advisers, Inc. in Mt. Vernon, Ohio, holding 29 years of industry experience. He has been with Valmark Securities, Inc. since 2005. Outside of his advisory role, he sells group health and life insurance contracts with carriers outside of ValMark’s insurance arrangements. ValMark Advisers serves individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive advisory and back-office services.
Kenton M
Series 66
Mt. Vernon, OH
ValMark Advisers, Inc.
Kenton Mickley is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has five years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2020, he worked at First Knox National Bank and People's Bank of Gambier. Outside of his advisory role, Mickley serves on the Knox County Career Center Advisory Board and volunteers with local business networking and his church’s finance committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and third-party programs.
Olivia G
CFP®, Series 66
Mt. Vernon, OH
ValMark Advisers, Inc.
Olivia Groves is a CFP® with five years of industry experience currently affiliated with ValMark Advisers, Inc. She has worked at Valmark Securities, Inc. and Spearman Financial Services since 2021. Outside of her advisory role, she is involved in Mary Kay cosmetics as a consultant hosting makeup parties. 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 employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers with ongoing monitoring and rebalancing by investment advisory representatives.
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