Daniel Rush is a financial advisor with ValMark Advisers, Inc. in San Francisco, CA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at The Pasha Group and Infinera Corporation. He is also Vice President of SDM Advisors, LLC, where he is involved in wealth management and financial planning. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering diversified, goal-based portfolios primarily composed of mutual funds, ETFs, and third-party managers. The firm provides investment management, retirement plan advisory services, and fee-based planning via proprietary platforms and third-party programs.

Cody Martin is a financial advisor with ValMark Advisers, Inc. in San Francisco, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He also serves on the board of the 5 Buckets Foundation, a nonprofit that promotes financial literacy. Martin has worked with Valmark Securities, ValMark Advisers, and SDM Advisors since 2019. 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 investment approach focuses on diversified, goal-based portfolios and asset allocation, using mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing by advisors under investment committee oversight.