Opelika, AL Office

Nathan Mitchell is a financial advisor with ValMark Advisers, Inc. in Opelika, Alabama. He holds the CFP® and ChFC® designations and has seven years of industry experience. Prior to joining ValMark, he worked at Smith-Kastner Wealth Management and spent nine years at Animal Care Center. Mitchell serves on the boards of the Opelika Chamber Foundation and the Kiwanis Club of Opelika. 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 comprehensive back-office services.

Nathan Kastner is a CFP® professional with over 21 years of experience in financial services. He has been with ValMark Advisers, Inc. since 2011 and is also associated with Valmark Securities, Inc. and Capital Asset Strategies, Inc. Kastner serves as treasurer for the Rotary International Opelika chapter and provides conservatorship and trustee services to individuals and trusts. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, combining proprietary and third-party platforms to deliver tailored client solutions.

Charles Gable is a CFP® with 16 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2018. His prior experience includes roles at Fidelity Bank and a brief period as a self-employed advisor. Outside of investment advisory, he operates a tax return preparation service and serves as an estate administrator. 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 primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs and support services.