ValMark Advisers, Inc.

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.

Robert Bradford is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. His prior experience includes roles at CenterPoint Advantage LLC, Valmark Securities, Inc., Ohio National Life Ins Co, and his own firm, PICKETT BRADFORD & ASSOC, P.A. 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 using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive back-office services.

Kristy Peters is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Welshire Capital, Principal Securities, Principal Life Insurance Company, and Comprehensive Asset Management & Servicing. Outside of advisory work, she is involved in residential property ownership and management through Peters Property Group, 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 portfolios implemented primarily with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

George Pickett Jr. is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at CenterPoint Advantage and Valmark Securities, as well as operating Pickett Bradford & Associates, P.A., a firm licensed to sell life and health insurance products. He also provides litigation consulting as an expert witness in life insurance-related cases. ValMark Advisers, Inc. offers 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 portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Julian Good Jr. is a ChFC® credentialed financial advisor with ValMark Advisers, Inc., bringing 43 years of industry experience. He has been with ValMark since 2013 and is based in Metairie, LA. Outside of his advisory role, he serves as a board member of Touro Infirmary and acts as an expert witness in cases related to various insurance products. 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 consulting services.

Steven Hamann is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and 19 years of industry experience. He has been with ValMark Advisers and its affiliated entities since 2009. Outside of his advisory role, he is a professional airline pilot for Delta Air Lines, a position he has held since 1997. 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 employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms alongside fee-based planning and consulting services.

Michael Poitinger is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has managed Poitinger Wealth Management Inc. since 2017 and has been associated with ValMark Advisers since 2011. Outside of advising, he is involved in fixed insurance sales commissions related to life insurance, annuities, and disability policies. 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 primarily implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

David Heine is a CFP® professional with 13 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has held roles at Valmark Securities, Avantax, and Prudential Advisors-Twin Cities Financial Group. Outside of his advisory work, Heine is a partner at SLS, Inc., a tax preparation and financial services firm. 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 using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized product platforms.

David Mack is a financial advisor at ValMark Advisers, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent LLC. He is also involved with Coordinated Plan LLC, where he provides registered advisory services. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based investment management and financial planning using multi-asset allocation models implemented primarily with mutual funds, ETFs, and third-party managers.

Eric Pelle is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining ValMark, he worked at Chibardun Telephone Cooperative and currently serves as Director of Operations at Business & Estate Advisers of WI, Inc. He is also a member of the City Council in Rice Lake, Wisconsin, and participates in the Kiwanis Club of Rice Lake. 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 platforms and financial solutions.

Jackie Gates is a financial advisor with ValMark Advisers, Inc. in Rice Lake, Wisconsin, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Valmark Securities, Inc. since 2016. Outside of her advisory role, she works as a paraplanner with Business & Estate Advisers of WI, Inc., providing financial and business planning support. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering investment management, financial planning, and retirement plan advisory services. The firm utilizes diversified, goal-based model portfolios with multi-asset allocation primarily using mutual funds, ETFs, and third-party managers, and maintains unique governance and economic relationships with insurance and ETF products.

Mark Giraud is a CFP® professional with 12 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Valmark Securities, Uncompromising Financial, United Planners' Financial Services, and Vantaquest. 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 emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and it maintains notable governance and economic relationships with insurance and ETF products.

Michael Gross is a financial advisor with ValMark Advisers, Inc. in Wyomissing, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with ValMark Advisors and ValMark Securities since 2014 and is also affiliated with Ross & Company, Pc. Outside of his advisory role, he provides consulting services related to accounting procedures and serves as an executor for estate management. ValMark Advisers offers 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 utilizes diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and provides various proprietary and third-party platform solutions.

Brady Gray is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and also works with Rivertree Financial Planning, LLC. Prior to his advisory roles, he has experience in educational and community organizations, including multiple positions at Mississippi State University and Germantown High School. ValMark Advisers, Inc. 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 using mutual funds, ETFs, and third-party managers, with proprietary platforms and unique arrangements involving insurance and ETF products.

Monte Harrick is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at ValMark Securities, Inc., FAS Corp., and Veritypoint Financial, LLC. Outside of his advisory work, he is president of an online jewelry sales business that operates internationally, where he assists with strategy, financing, marketing, and supply chain. 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 primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and sub-advisory services.