DMK Advisor Group, Inc.

Carlos Valadez Jr. is a financial advisor at DMK Advisor Group, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including USAA Financial Advisors, Victory Capital, and Money Concepts Capital Corp. Outside of his advisory role, he owns Valadez Enterprises, LLC and Valadez Financial Planning & Wealth Management, LLC. DMK Advisor Group is a team-based firm serving individuals, small businesses, trusts, corporations, and retirement plans with approximately $130.8 million in assets under management. The firm offers both discretionary and non-discretionary portfolio management using mutual funds and ETFs, combining technical and fundamental analysis within a unique structure that integrates broker-dealer registration, wrap accounts, and insurance brokerage services.

Christine Cagle is a financial advisor at DMK Advisor Group, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with DMK Advisor Group since 2020. In addition to her advisory role, she is the sole owner of The Peak Financial Services, LLC, operating under DBA Cagle Insurance, where she provides Medicare, health insurance, life insurance, and annuity products in Missouri and Kansas. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary account management using mutual funds and ETFs, combining technical and fundamental analysis with regular monitoring and rebalancing.

David Hogan is a financial advisor with DMK Advisor Group, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include long tenures at Securities Management & Research, Inc. and BFC Planning, Inc. Outside of advising, he also works as an insurance agent with American National Insurance Company. DMK Advisor Group serves individuals, small businesses, trusts, corporations, and retirement plans with portfolio management and investment supervisory services. The firm offers both discretionary and non-discretionary investment strategies using mutual funds and ETFs, managing roughly $130.8 million across approximately 515 client accounts.

Michael Blackmore is a financial advisor with DMK Advisor Group, Inc. in Kearney, MO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior experience includes roles at Stephen A. Kohn & Associates, Ltd. and Parkland Securities. He serves on the board of directors for the East Clay Rotary Club and is involved in managing an 80-acre farm. DMK Advisor Group is a team-based firm managing approximately $130.8 million across more than 500 client relationships, offering portfolio management and investment supervisory services primarily using mutual funds and ETFs. The firm provides both discretionary and non-discretionary account management and operates as both a registered broker-dealer and investment adviser with a wrap-fee program structure.

Alan Woolever is a financial advisor at DMK Advisor Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Bfc Planning, Securities Management & Research, Inc., and American National Insurance Company. In addition to his advisory role, he is licensed to sell life insurance and property and casualty insurance. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm manages approximately $130.8 million across about 515 client relationships and uses mutual funds and ETFs with a blend of technical and fundamental analysis.

Clifton Johnson is a ChFC® with 37 years of experience in the financial industry. He is currently with DMK Advisor Group, Inc. and has previously worked at BFC Planning, Inc., Securities Management & Research, Inc., and American National Insurance. Johnson serves as a board member of NAIFA Utah and holds a volunteer position as counselor in the bishopric of his church. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, managing approximately $130.8 million across about 515 client relationships. The firm offers both discretionary active management and non-discretionary consultative relationships, using mutual funds and ETFs guided by technical and fundamental analysis, and combines broker-dealer affiliation with wrap accounts and insurance offerings.

Janak Desai is a financial advisor at DMK Advisor Group, Inc. in St. Augustine, FL, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Compass Financial Management LLC and Royal Alliance, among others. Outside of advising, he serves as Membership Director for the INDOUS Chamber of Commerce, a nonprofit organization in Jacksonville. DMK Advisor Group serves individuals, small businesses, trusts, corporations, and retirement plans by providing portfolio management and investment supervisory services. The firm combines discretionary, model-driven active management with more conservative consultative approaches, utilizing mutual funds and ETFs guided by technical and fundamental analysis.

Juan Melendez Calero is a financial advisor at DMK Advisor Group, Inc. with 32 years of industry experience. He holds a Series 65 designation and has worked at DMK Advisor Group since 2022 and NFP Securities, Inc. since 2009. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, with optional financial planning. The firm offers both discretionary active management and non-discretionary consultative relationships, using investment models based on mutual funds and ETFs, and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.

David Lamont is a CFP® and ChFC® with 26 years of industry experience. He currently works at DMK Advisor Group, Inc., where he has been since 2026, and previously spent significant time at Securities Management and Research, Inc. and American National Insurance Company. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across around 515 client relationships, offering both discretionary and non-discretionary investment approaches primarily using mutual funds and ETFs, with a distinctive dual role as a registered broker-dealer and investment adviser.

Stephen Westveer is a financial advisor with DMK Advisor Group, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at DMK Advisor (formerly Stephen A. Kohn & Associates, Ltd.) since 2005. Outside of his advisory role, he is involved with Westveer Investment Consultants and Integrated System & Design. DMK Advisor Group is a team of 17 advisors providing portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers discretionary active management and non-discretionary consultative relationships, using mutual fund and ETF-based investment models informed by technical and fundamental analysis.

Peter Wyrough is a CFP® with 41 years of industry experience, currently serving at DMK Advisor Group, Inc. He has worked with multiple firms including ValueWealth Services, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is developing a financial software tool and is writing a book, in addition to serving as chairman of education and fellowship committees for the Society of Cincinnati of Maryland. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and non-discretionary consultative relationships, using mutual funds and ETFs guided by technical and fundamental analysis.

Sunil Misra is a financial advisor with DMK Advisor Group, Inc., holding the ChFC® designation and Series 63 and 66 licenses, with 14 years of industry experience. His prior work includes roles at Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance Associates, and Guardian Life Insurance Company. He is a board member of the Rotary Club of Orange Park Sunset and is involved in IT consulting through his own firm. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and conservative non-discretionary consultative relationships, using mutual funds and ETFs with a dual broker-dealer and investment adviser structure that includes wrap accounts and insurance product transactions.

Harold Schwartz is a financial advisor with DMK Advisor Group, Inc. in Lutz, FL, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has worked at DMK Advisor Group since 2020, and has prior experience with Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance, and has been president of Del Mar Group, Inc. since 1993. Outside of advisory work, he is a managing member and 50% owner of Coquina Key Publishing, LLC, a publishing company. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts, with investment models built using mutual funds and ETFs informed by technical and fundamental analysis.

Kelvin Douglas is a financial advisor at DMK Advisor Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance and Douglas & Lanier Agency, where he serves as Vice President. In addition to his advisory role, Douglas manages operations at Douglas & Lanier Agency, a property, casualty, life, and health insurance provider. DMK Advisor Group offers portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm employs a blend of technical and fundamental analysis in managing discretionary and non-discretionary accounts, and uniquely combines registered broker-dealer activities with investment advisory services and insurance product offerings.

Joshua Hogan is a financial advisor with DMK Advisor Group, Inc. in Gilbert, AZ, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Hogan French Financial Services, Inc., Creighton University, and HomeSmart. He also operates as a sole proprietor offering insurance services. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across 515 client relationships, offering both discretionary active management and non-discretionary consultative accounts primarily using mutual funds and exchange-traded funds.