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Laura M
Series 66
Akron, OH
ValMark Advisers, Inc.
Laura Moss is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Sikich Capital Management, OneAscent Financial Services, and ROBERT W. BAIRD & Co. She serves on the investment committee of the In His Steps Foundation and volunteers as Treasurer for Norton Baptist Church. 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 representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary and third-party platforms and a range of advisory and sub-advisory services.
Autumn A
Series 65
Akron, OH
Dakota Wealth, LLC
Autumn Azar is a financial advisor at Dakota Wealth, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Dakota Wealth since 2020. Prior to her advisory role, she held positions at United Hardscapes and PNC Bank, and she was involved with Pawesome Costumes for several years. Dakota Wealth Management offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm emphasizes customized portfolios with a long-term orientation, utilizing a variety of investment vehicles and combining multiple research approaches.
Ashley M
Series 65
Uniontown, OH
integrity Advisory Solutions
Ashley Maldonado is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds a Series 65 designation and has worked at The Assurance Group's Ohio office since 2017. Outside of advising, she serves as an Agency Sales Director at The Assurance Group, where she assists clients with insurance and annuity product selection and leads other agents. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.
Joshua H
CFP®, Series 66
Wooster, OH
ON Investment Management CO
Joshua Hartzler is a CFP® professional with 17 years of industry experience. He currently works at ON Investment Management CO and has been with Hummel Wealth Management, LLC, The O. N. Equity Sales Company, and Hummel Group since 2013. His prior experience includes roles at Expand Financial, LLC and KM&M Pinnacle, Ltd. Hartzler is also involved in retirement plan specialist activities and health insurance sales. ON Investment Management Company (ONIMCO) is a SEC-registered adviser and a subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a mix of discretionary and non-discretionary account management and maintains a dual-registration model with ongoing broker-dealer activity.
Benjamin C
Series 66
Akron, OH
ValMark Advisers, Inc.
Benjamin Coughenour is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Swenson's Drive-In Restaurants, USF Holland, and The University of Akron. 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 advisory representatives. The firm offers diversified, goal-based 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.
Michael B
Series 65
Akron, OH
OneAscent Financial Services LLC
Michael Bajc is a financial advisor at OneAscent Financial Services LLC with seven years of industry experience. He holds a Series 65 designation and has worked at OneAscent since 2017. His prior experience includes roles at Aerotek and Beacon Wealth Consultants, as well as academic work at the University of Akron. OneAscent Financial Services is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers asset management, financial planning, and consulting services through multiple advisory teams, employing customized asset allocation and a range of model-based and managed account platforms.
Samuel G
CFP®, Series 66
Akron, OH
ValMark Advisers, Inc.
Samuel Galloway is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Valmark Financial Group since 2018, following prior roles at New Engen and Fisher Investments. He is currently based in Akron, Ohio. Valmark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies, implementing solutions primarily through mutual funds, ETFs, and separate-account managers.
Tyler D
CFA®
Akron, OH
ValMark Advisers, Inc.
Tyler Denholm is a CFA® charterholder with 17 years of industry experience. He has been with ValMark Advisers, Inc. since 2015 and has worked at Valmark Securities, Inc. since 2007. Outside of his advisory role, he serves as a board member for Cornerstone Community School in Tallmadge, OH, contributing to policy and future planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of fee-based planning and consulting services.
Andrew B
CFP®, Series 66
Wooster, OH
ON Investment Management CO
Andrew Badertscher is a CFP®-credentialed financial advisor with 26 years of industry experience. He is affiliated with ON Investment Management CO and has previously worked with firms including Hummel Wealth Management, Ohio National Financial Services, and Osaic FA, Inc. Outside of his advisory duties, he serves as treasurer on the board of the Boys and Girls Club of Wooster and is a board member of Mennonite Mutual Insurance Co. ON Investment Management CO is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base that includes individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm offers a range of third-party investment programs and combines discretionary and non-discretionary management approaches.
Daniel B
Series 63, Series 65
Akron, OH
ValMark Advisers, Inc.
Daniel Berzinskas is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at ValMark Securities, The Huntington Investment Company, Citizens Bank, JPMorgan Chase Bank, and other financial firms. 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 composed of mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party platforms supporting its services.
Michael M
Series 66
Akron, OH
ValMark Advisers, Inc.
Michael Mcclary is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and over 21 years of industry experience. He has been with ValMark Advisers since 2004 and Valmark Securities since 2003. Mcclary serves on the board of advisors for M7 and is active in nonprofit roles, including Treasurer and board member of The GO Network, a 501(c)(3) organization supporting the planting of new Christian churches, and as a member of the Investment Committee for the Trailhead Community Health Foundation. 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 emphasizes diversified, goal-based portfolios implemented primarily with mutual funds, ETFs, and third-party managers, and offers proprietary programs including the ACCESS wrap platform and managed account solutions.
Richard N
Series 63
New Franklin, OH
Royal Fund Management, LLC
Richard Nester is a financial advisor with Royal Fund Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has been with Royal Fund Management since 2016 and has operated as a self-employed advisor and under Ayers Financial Partners since 1986. In addition to his advisory work, he is involved in insurance sales and services as a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k)/defined contribution advice. The firm constructs tailored portfolios using various analytical methods and strategies, ranging from conservative allocations to options writing, and offers both discretionary and held-away account services.
Jeremy H
Series 66
Akron, OH
ValMark Advisers, Inc.
Jeremy Holloway is a financial advisor at ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry in 2024. Prior to joining ValMark, he held positions at Dicks Sporting Goods, Target, Brad's Lawn Care, University of Akron, and Dominos Pizza. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic reviews.
Michael J
Series 66
Akron, OH
ValMark Advisers, Inc.
Michael Janosko is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Financial Group since 2018 and previously held positions at Merrill and Bank of America. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, implemented primarily through mutual funds, ETFs, and separate-account managers.
Stacey Z
Series 66
Akron, OH
OneAscent Financial Services LLC
Stacey Zahoranski is a Series 66-credentialed advisor with 19 years of industry experience. She has been with OneAscent Financial Services LLC since 2017 and previously worked at Beacon Wealth Consultants, Inc. from 2013 to 2017. Outside of her advisory role, she serves as a board member of Athena Akron and is a trustee for her parents' trust. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a variety of investment platforms including model-based and Unified Managed Account solutions.
William T
Series 66
Akron, OH
ValMark Advisers, Inc.
William Tropp is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024. Prior to joining ValMark, he held roles at Demming Financial Services Corporation and has experience in education and community organizations, including positions at Baldwin Wallace University and Canterbury Golf Club. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based investment management and retirement plan advisory services using multi-asset model portfolios primarily composed of mutual funds, ETFs, and approved third-party managers.
Steven F
Series 66
Akron, OH
Packerland Brokerage Services, Inc.
Steven Fleck is a financial advisor with Packerland Brokerage Services, Inc. in Akron, Ohio. He holds the Series 66 designation and has 29 years of industry experience. Prior to joining Packerland in 2014, he has been involved in insurance-related sales through his own business, Fleck Financial, focusing on life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary and non-discretionary account management and offers a range of investment solutions through both brokerage and advisory platforms.
Lynn G
Series 63
Akron, OH
ValMark Advisers, Inc.
Lynn Goebel is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 63 designation and 21 years of industry experience. She has been with ValMark Advisers and affiliated entities since 2005. 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 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 its investment committee.
William C
Series 63
Medina, OH
Westminster Financial Advisory Corp
William Crozier Jr. is a financial advisor with Westminster Financial Advisory Corp in Medina, OH, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, MML Investors Services, and Mass Mutual Life Insurance Company. He is also licensed as an insurance agent offering fixed and indexed annuities, health, disability, long-term care, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold focus supplemented by tactical overlays and cyclical analysis.
Armando C
Series 66
Akron, OH
ValMark Advisers, Inc.
Armando Consolacion is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has one year of industry experience. Before joining ValMark in 2023, Armando worked in various roles including positions at Cafe Arnone, Real Senior Management, Discount Drug Mart, and spent thirteen years in education. 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 model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and rebalancing by investment advisory representatives.
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