Kristen Carmichael is a financial advisor with ValMark Advisers, Inc. in Akron, OH. She holds a Series 66 designation and has 23 years of industry experience. She has been with ValMark Advisers and Valmark Securities since 2013. 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 using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Peter Augustin is a CFP® with 12 years of industry experience, currently serving at Dakota Wealth, LLC. His prior roles include positions at Dakorãé Wealth Management, Springside Partners LLC, Robert W Baird & Co, Inc., and Morgan Stanley. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a wide range of clients, including high-net-worth individuals, trusts, foundations, and business enterprises. The firm employs a customized, long-term investment approach that integrates fundamental, technical, and quantitative analysis across various asset classes and also manages pooled investment vehicles and a registered ETF.

Judson Forner is a CFP® professional with over 21 years of experience in the financial industry. He has worked at ValMark Advisers, Inc. and affiliated firms since 2012 and previously spent a year with Osaic FA, Inc. Based in Akron, OH, he holds the Series 66 designation. 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 a range of investment platforms, including proprietary programs and third-party strategies, to deliver customized solutions.

Frank Lessick is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and 21 years of industry experience. He has worked at ValMark Advisers since 2011 and has been associated with Valmark Securities, Inc. since 2008. 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation implemented via mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Shelby Morgan is a Series 63-licensed financial advisor with ValMark Advisers, Inc., based in Akron, OH, and has 38 years of industry experience. He has been affiliated with ValMark since 1997 and has held leadership roles at W3 Wealth Management, LLC and W3 Wealth Advisors, LLC. Outside of his advisory work, Morgan serves as a board member of the Boy Scouts of America, Great Trail Council. 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 portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Douglas Wilburn is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at J.P. Morgan Securities, Chase Investment Services, and Wamu Investments before joining ValMark in 2015. ValMark Advisers serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm offers investment advisory and financial planning services through a network of representatives, focusing on diversified, goal-based portfolios primarily implemented via mutual funds, ETFs, and separate-account managers.

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 Azar is a financial advisor at Dakota Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has worked at Dakota Wealth since 2020. Prior to her advisory role, she held positions at United Hardscapes and PNC Bank, and was involved with Pawesome Costumes for seven years. Dakota Wealth, LLC serves a diverse client base including high-net-worth individuals, trusts, foundations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach combining fundamental, technical, and quantitative analysis while managing pooled investment vehicles and acting as a sub-advisor to a registered ETF.

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.

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 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 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 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.

Michael Ciccone is a financial advisor with Stonex Advisors Inc. in Hudson, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at several firms, including StoneX Securities Inc. since 2014 and Wrp Investments, Inc. from 2012 to 2015. Ciccone also owns DCP Asset Management, LLC, a financial services business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple platforms and investment models, supporting various account structures and periodic due diligence on third-party managers.

Charles Boulware is a CFP® with 28 years of industry experience currently affiliated with Mariner Independent. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, spanning over a decade. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting through a network of over 100 advisors. The firm combines in-house and third-party resources to provide a broad range of investment strategies and maintains affiliated businesses including a state-chartered trust company and an institutional pension consulting affiliate.

Zachary Campbell is a financial advisor at RFG Advisory, LLC with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RFG Advisory, he worked at Private Client Services, Equitable Advisors, Axa Advisors, and Charles Schwab. Campbell serves on the Board of Directors for Hopebridge. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management and utilizes a range of model strategies and third-party platforms, distinguishing itself through sub-advisory roles for ETFs and service to investment company and municipal clients.

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 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 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 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.