Santa Ana, CA Office

Ronak Adani is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Valmark Advisers, Valmark Securities, and L2 Financial since 2025, and previously at Charles Schwab and TD Ameritrade. 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, with ongoing monitoring and periodic reviews.

Maria Carchi is a financial advisor with ValMark Advisers, Inc. holding a Series 66 credential and three years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Equitable Advisors. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from ValMark’s investment committee.

Alexander Lee is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with ValMark Advisers since 2017 and has previously worked with Valmark Securities, Inc. and The O'Neill Company, Inc. since 2010 and 2007 respectively. Lee is also managing partner of L2 Financial, Inc., where he oversees business strategy and management. 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, with client accounts monitored and managed through proprietary and third-party platforms.

Jason Lynn is a financial advisor with ValMark Advisers, Inc., holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked with ValMark Advisers since 2018 and has been affiliated with Valmark Securities, Inc. and The O'Neill Company for over a decade. Outside of his advisory role, Lynn volunteers as a coach for South Sunrise Little League and serves as treasurer for the El Modena Baseball Boosters Club, in addition to holding a volunteer board position with the Portofira Homeowners Association. 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 multiple investment platforms, with oversight from its investment committee and participation in proprietary investment-company products.