ValueWealth Services, LLC

Troy Cook is a financial advisor at ValueWealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Lincoln Financial Advisors and LPL Financial LLC. Outside of his advisory role, he operates a snow removal business as a sole proprietor. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis and offers a range of strategies including mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerances.

Alexander Baloga is a financial advisor at ValueWealth Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at 4J Wealth Management, LLC and The Ellerson Group. Prior to his financial services career, he was employed at the Flaum Eye Institute and Rochester Medical School. ValueWealth Services, LLC manages approximately $319 million for around 420 clients, offering investment supervisory and portfolio management services along with financial planning. The firm employs a multi-factor investment process incorporating fundamental, technical, and cyclical analysis, and may utilize strategies such as short-term trading, margin, short sales, and options when appropriate.

Rodney Becker is a CFP® professional with 20 years of experience in financial advising. He is currently with ValueWealth Services, LLC and previously worked at Edward Jones, First Financial Equity Corporation, DMK Advisor Group, and Whipplewood Advisors. Outside of his advisory work, he is involved in a family business, Rosco P Coltrane, LLC. ValueWealth Services, LLC is an SEC-registered advisory firm managing over $300 million for approximately 420 clients. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside a multi-factor model to develop investment plans, offering services that include ongoing portfolio management, financial planning, and sub-advisory support.

George Buchheister is a financial advisor at ValueWealth Services, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Welocalize Inc for 12 years and Merrill for one year. Outside of advising, he works as an independent insurance agent, transacting in insurance products including annuities. ValueWealth Services is an SEC-registered advisory firm managing approximately $319 million for around 420 clients. The firm employs a multi-factor investment process combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and financial planning services.

John Dixon is a financial advisor at ValueWealth Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cosey Financial Services. Outside of his advisory role, Mr. Dixon is an independent insurance agent and co-owns a family farm involved in beekeeping, hay, and poultry. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis, implementing portfolios with mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerance.