Caleb Nitz is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with ValMark Advisers, Inc. since 2009 and also affiliated with ValMark Securities, Inc. since 2008. He is based in Akron, Ohio. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals—including high-net-worth clients—as well as plan sponsors and institutional users through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Martin Healy is a financial advisor at American Independent Securities Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for 10 years. Outside of his advisory role, Healy is involved in municipal bookkeeping and independent insurance sales. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Rodney Stastny is a financial advisor at Signature Equity Partners, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. He also conducts sales and marketing of fixed annuities and non-variable insurance through Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and the Vision2020 Wealth Management Platform to offer tailored portfolio management and financial planning solutions.

Carmen Donofrio is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to his current role, he worked at Valmark Securities, Inc. and was affiliated with 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 representatives. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and third-party programs.

William Potts is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 uses diversified, goal-based model portfolios and asset allocation strategies, implementing solutions through mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Ian Koutny is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at ValMark Advisers and ValMark Securities since 2020. His prior roles include positions at Cetera Advisor Networks and the U.S. House of Representatives. Koutny is also a financial consultant with Lang Financial Group, Inc., a business conducted through ValMark. 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 employs a goal-based investment approach centered on diversified model portfolios and asset allocation, utilizing proprietary and third-party platforms along with periodic account monitoring and rebalancing.

Stephen Catalano is a financial advisor with W3 Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as Vice President of The Ninth Light Dojo, a martial arts studio, and is a director for the Western Golf Association of Evans Scholars Foundation. W3 Wealth Advisors provides financial planning and access to third-party managed account programs for individuals, pension plans, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation advice through Valmark advisers’ platform, coordinating with clients’ other professional advisors and offering fee-for-service financial planning.

Valerie Schmitz is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., the ON Equity Sales Company, and Ohio National Financial Services. Outside of her advisory work, she is involved in farming and livestock through Kelly Day Farms and owns a holding company for other corporate ventures. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement plan consulting, using customized portfolios that combine internal and third-party manager strategies tailored to client objectives and risk tolerance.

Micah Bogue is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Amazon.com and Grace Church of Norton. He is also a partner with Momentum Ministry Partners, where he participates as a bass player for an annual conference focused on ministry leadership. 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 primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Donald Ross is a financial advisor with CoreCap Advisors holding a Series 66 credential and three years of industry experience. His prior work history includes roles at Cooper, Adel, Vu Financial and various affiliated entities. He is also an IRS Enrolled Agent assisting clients with tax preparation and advice through Cooper, Adel, Vu Tax, LLC. CoreCap Advisors serves individual clients including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term relationships and tax-efficient strategies.

Henry Pilger is a financial advisor at ValMark Advisers, Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior work includes roles at River Distributing Co, LLC, Vista Wealth Management, LLC, Valmark Securities, Inc., and Burr, Pilger & Mayer. Outside of advisory work, he is involved as a partner in investment partnerships owning commercial and residential real estate and serves as a trustee for multiple irrevocable life insurance trusts. 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 offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and ongoing portfolio monitoring.

Wayne Minich is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 54 years of industry experience. He has worked with ValMark Advisers since 2004 and has longstanding affiliations with Valmark Securities, Minnesota Mutual, Applied Financial Concepts Inc., and his own firm, Wayne D. Minich & Company. Outside of his advisory role, he is involved in the sale of life, long-term care, fixed annuity, and disability insurance through Applied Financial Concepts Inc. 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 multi-asset allocation using mutual funds, ETFs, and third-party managers, offering diversified, goal-based model portfolios and supporting its advisors with due diligence, back-office services, and a range of fee-based planning and consulting solutions.

Heath Smargiasso is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Valmark Financial Group since 2020 and previously with SSN Advisory, Inc and Securities Service Network, Inc. He is also president of Able Regulatory Consultants, LLC, providing advisory practice management and consulting services to financial professionals. 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, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and rebalancing overseen by an investment committee.

Michael Tricaso is a financial advisor at ValMark Advisers, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at ValMark Financial Group since 2019. Outside of his advisory role, he owns an online retail business, Bear Feet LLC. 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 using mutual funds, ETFs, and third-party managers, and offers various proprietary and third-party investment platforms.

Mark Weaver is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at OSAIC, Sii, B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as a board member for the CIC Condominium #8 Board of Directors and acts as trustee and power of attorney for family trusts and individuals. Signature Equity Partners provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to offer tailored portfolio management, financial planning, and third-party money manager selection.

Frank Bevilacqua II is a CFP® professional with over 21 years of experience in the financial services industry. He is affiliated with ValMark Advisers, Inc. and has been involved with multiple related entities, including W3 Wealth Management, LLC, where he serves as a partner and owner. Outside of his advisory work, he holds a volunteer treasurer position for a homeowners association and has ownership interests in several business ventures unrelated to investment management. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a large network of advisors. The firm emphasizes diversified, goal-based portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive due diligence.

Robert Henderson is a financial advisor with StoneX Advisors Inc. in Medina, Ohio, holding a Series 63 license and 11 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously at Sterne Agee Financial Services from 2014 to 2017. Outside of his advisory work, Henderson is involved in health and fitness through a partnership at MMBKH, LLC, and manages tax preparation services during tax season. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services. The firm utilizes a variety of platforms and third-party managers to implement strategies across multiple account structures.

Ann Iglai is a CFP® professional with 27 years of industry experience, currently advising at Stonex Advisors Inc. since 2015. Her prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., Thrivent Investment Management, and Natcity Investments, Inc. She is also the owner of IGS Financial LLC, where she is involved in the sale of life insurance and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting, among other services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, supported by multiple platforms and a mix of proprietary and third-party strategies.

Alexander Adams is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior work includes roles at Cetera and JPMorgan Chase Bank. 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 emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Kyle Cook is a financial advisor with Westminster Financial Advisory Corp in Brecksville, OH. He holds the Series 66 designation and has two years of industry experience. Prior to joining Westminster Financial Companies, he worked at Lincoln Electric and Ernst & Young. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and various organizations. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments, using a primarily buy-and-hold strategy supplemented by discretionary trading and option strategies.