Akron, OH 130 Springside Dr. Office

Craig Welch Jr. is a CFP®-designated financial advisor with ValMark Advisers, Inc. in Akron, OH, bringing 21 years of industry experience. He has worked at ValMark since 2018 and previously spent seven years with Key Bank NA and Key Investment Services LLC. Outside of his advisory role, he is co-owner of IVL Baseball, a baseball and softball training and club team organization. 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 implemented with mutual funds, ETFs, and approved third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary and third-party platforms.

Tyler Hines is a financial advisor at ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Discount Drug Mart, Kohls, and Sub Station. 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 a range of proprietary and third-party investment platforms and solutions.

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.

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 with ValMark Advisers, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining ValMark in 2020, he worked with Cetera Advisor Networks and served in the U.S. House of Representatives. Koutny is also a financial consultant with Lang Financial Group, a role he has held since 2018. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based portfolios and asset allocation, using both proprietary and third-party platforms.

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.

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.

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.

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.

William Kovar is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 63 designation and 22 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2014. 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, supported by proprietary platforms and comprehensive due diligence.

Christopher Finefrock is a CFP® professional with 15 years of industry experience, currently serving at ValMark Advisers, Inc. since 2012. He also works with Valmark Securities, Inc. and has been an adjunct professor at the University of Akron since 2015, teaching an undergraduate investment course. 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 emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Rushik Bandodkar is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining ValMark Financial Group in 2025, he worked at Ken Ganley Chevrolet and Northwestern Mutual. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, supported by a network of investment advisory representatives.

Nicholas Sirohman is a financial advisor at ValMark Advisers, Inc. in Akron, OH, with two years of industry experience. He holds a Series 66 designation and has prior work experience outside the financial sector, including roles at Uber Eats and Door Dash. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and advisory services.