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.

Peter Wyrough is a CFP® with 40 years of industry experience, currently serving as a financial advisor at DMK Advisor Group, Inc. He has worked at several firms including ValueWealth Services, LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is developing a financial software tool, writing a book, and serves as Chairman of Education and Chairman of the Fellowship Committee for the Society of Cincinnati of Maryland. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm provides portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, using mutual funds and ETFs with both technical and fundamental analysis.

Alexander Baloga is a financial advisor at 4J Wealth Management, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience at The Ellerson Group and the Flaum Eye Institute. 4J Wealth Management advises individual and high-net-worth clients as well as retirement plans, providing financial planning, investment management, and retirement plan consulting. The firm uses a multi-method investment approach and manages portfolios primarily with mutual funds, ETFs, and separately managed accounts.

George Buchheister is a financial advisor at ValueWealth Services, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Welocalize Inc for twelve years. Outside of his advisory role, Mr. Buchheister is an independent insurance agent, transacting in insurance products including annuities. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm employs a multi-factor investment process that incorporates fundamental, technical, and cyclical analysis, using a range of securities and strategies tailored to client goals and risk tolerances.

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.