Luke Watson

Bradley Peterson is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Lincoln Financial Distributors, New York Life Insurance Company, and WealthStone Family Office, among others. Outside of advisory work, he serves on the Board of Directors and several committees of the Savannah Lakes Village Property Owners Association, a volunteer role involving oversight of investment and community amenities. 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 implemented with mutual funds, ETFs, and third-party managers, along with proprietary platforms and sub-advisory services.

Aaron Watson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked at several firms including Avantax and Cambridge Investment Research Advisors, and he manages his own investment and financial planning entity, Aaron L. Watson LLC, which he has operated since 2006. Outside of advising, he is involved in aviation transportation through ownership of Watson Aviation Holdings Inc., a family-owned business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions, with distinctive retirement and fiduciary capabilities integrated into its broad institutional platform.