Michael Amoia is a financial advisor at ValMark Advisers, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining ValMark Financial Group in 2022, he worked at Truist Bank for 17 years. 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, with a focus on multi-asset allocation and ongoing portfolio monitoring.

Caleb Callahan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2007. He has held roles at Valmark Securities, Inc. since 2005. Caleb is a volunteer board member and treasurer for Chapel Wadsworth, a nonprofit organization. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, using proprietary and third-party platforms to deliver tailored advisory solutions.

Eric Coffman is a CFP® with 32 years of experience in the financial services industry. He is affiliated with ValMark Advisers, Inc., where he has worked for 22 years, and also has roles at ValMark Securities, Inc. and Wealth Impact Partners. Outside of his advisory work, Coffman serves on the board and finance committee of the charitable organization Urban Vision. 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 model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers comprehensive support including due diligence, fee-based planning, and sub-advisory services.

Zachary Hurst is a CFP® with 11 years of industry experience, currently serving at ValMark Advisers, Inc. since 2015. He has also been affiliated with the University of Akron since 2011. 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation implemented via mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Paul Bernier is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, LLC, and Ameriprise. Bernier is a board member of the Green Schools Foundation in Green, Ohio. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management through various model strategies and third-party platforms, and it serves as a sub-adviser to multiple Bluemonte ETFs.

Benjamin Seaman is a financial advisor at Alphastar Capital Management with two years of industry experience. He holds a Series 65 designation and previously operated Seaman Retirement Planning. His work history also includes roles outside finance, such as positions at Southway Fence Company and Akron RubberDucks. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies through in-house model portfolios and third-party tools, supporting over 8,400 client relationships and managing approximately $2.5 billion in assets.

Andrew Lamb is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked previously at Wells Fargo Clearing and currently serves at ValMark and related entities. Outside of his advisory role, Lamb is involved in nonprofit leadership and volunteer work, including chairing pediatric palliative care organizations and contributing to fundraising and awareness efforts. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a large network of representatives. The firm’s approach focuses on diversified, goal-based portfolios, utilizing mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic client reviews.

William Walker is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2020, with prior experience at StoneX Securities Inc. and WRP Investments, Inc. Outside of his advisory role, he operates a sole proprietorship providing insurance sales and tax consulting services. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm delivers these through independent advisors and an in-house Private Client Group, utilizing a variety of managed portfolios and model-based solutions.

Robert Knotts is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including AlphaStar Capital Management and Regal Investment Advisors. Knotts is also Regional Vice President at The Assurance Group, where he manages an office of insurance agents and oversees fixed insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of around 100 independent advisors. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both fundamental and technical analysis alongside various asset allocation strategies.

Patrick Hahn is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. He has worked at several firms including Springside Partners LLC, Cetera Advisors LLC, SS&G Wealth Management, and UBS Financial Services. Hahn serves on the Board of Trustees and Finance Committee for the Medina County Society for the Protection of Animals, where he analyzes and reports on the organization’s investment portfolio. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment process using a variety of asset types and manages pooled investment vehicles and private funds, including serving as sub-advisor to a registered ETF.

Gregory Mcdermott is a financial advisor at ValMark Advisers, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Kohmann Bosshard Financial Services, ValMark Securities, and Minnesota Mutual Life Insurance Company. Outside of his advisory role, he operates GAMcDermott, LLC, providing consulting services and life insurance sales. ValMark Advisers offers 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 emphasizes diversified, goal-based model portfolios and asset allocation, utilizing proprietary and third-party platforms to implement investment strategies.

Cathy Jacobs is a financial advisor at ValMark Advisers, Inc. with 30 years of industry experience. She holds a Series 63 designation and has been with ValMark Advisers and Valmark Securities since 2015. Outside of her advisory role, she is the president and owner of Hydro-Lawn Landscaping & Design, Inc., and serves as treasurer for New Beginnings of Akron, a nonprofit focused on mentoring and workforce development for underserved youth. 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 utilizing mutual funds, ETFs, and third-party managers, and offers fee-based planning and sub-advisory services.

John Francis is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding 24 years of industry experience. He has been with Valmark Securities, Inc. since 2013. Outside of his advisory work, he owns and operates a livestock farm where he raises cattle and sheep. 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, and supports its advisors with due diligence, back-office services, and a range of investment platforms.

Eric Van Meter is a financial advisor at ValMark Advisers, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Valmark Financial Group since 2018. Prior to that, he held positions at Sikich and Eddie Bauer LLC. Van Meter has been involved with the U.S. Soccer Federation since 2011. 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 portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Lawrence Rybka is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 31 years of industry experience. He has been with ValMark Advisers since 2001 and has a career background that includes roles at Valmark Securities, Minnesota Mutual Life, and Executive Insurance Agency. 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 model portfolios using mutual funds, ETFs, and third-party managers, and operates notable programs such as the ACCESS wrap platform and the TOPS® ETF portfolios.

Alex Mayes is a CFP® with five years of industry experience, currently serving at ValMark Advisers, Inc. since 2024. He has worked with several firms including Wealth Impact Advisors, LLC, where he is also involved in preparing retirement plan reviews. ValMark Advisers provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing proprietary and third-party platforms and offers specialized products such as the TOPS® ETF Portfolios and related index licensing.

James Dawson is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and 11 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2016 and has also worked at the University of Akron since 2013. Outside of his advisory role, Dawson is involved in several home-building and construction businesses where he holds ownership and management positions. 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 utilizes diversified, goal-based model portfolios and an asset allocation approach implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.

Jeffrey Stenroos is a CFP® with 43 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. in Akron, OH. He has worked at Geneos since 2005 and also operates Integrated Capital Planning Inc. Additionally, he serves on the board of the Tuesday Musical Association. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, and corporations, offering financial planning, investment advisory, and brokerage services with a range of investment strategies and third-party manager referrals.

Anthony Lopresti is a financial advisor at Trek Financial in Medina, OH, holding a Series 65 designation with five years of industry experience. He has been with Trek Financial since 2018 and previously worked at the Medina Community Recreation Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical portfolio construction, incorporating evidence-based models, fundamental and technical analysis, and artificial intelligence tools under human oversight.

Brandon Deckert is a CFP® licensed financial advisor with 13 years of industry experience, currently with Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Fidelity Brokerage Services and The Vanguard Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles and research methods overseen by an Investment Policy Committee.