Valmark Retirement Advisers LLC

Valmark Retirement Advisers LLC, an Ohio-based Limited Liability Company, employs 260 people, all in advisory positions, although the number of clients it serves is undisclosed. This registered firm was last approved by the U.S. Securities and Exchange Commission in January 2017.

• CALEB JONATHAN CALLAHAN

  EVP, CHIEF OPERATING OFFICER owns less than 5%

• DOUGLAS FREDERICK WILBURN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• ELIZABETH ERIN KOZENKO

  VP FINANCE & ACCOUNTING owns less than 5%

• LAWRENCE JOSEPH RYBKA

  PRESIDENT, MANAGER owns less than 5%

• MICHAEL ANDREW MCCLARY

  CHIEF INVESTMENT OFFICER owns less than 5%

• VALMARK INVESTMENTS, LLC

  MEMBER owns 75% or more

• EXECUTIVE INSURANCE AGENCY, INC.

  MEMBER owns 75% or more

• VALMARK FINANCIAL GROUP, LLC (FKA - VALMARK INSURANCE AGENCY, LLC)

  SHAREHOLDER owns 75% or more

• Sequoia Financial Advisors LLC
• Kohmann Bosshard Financial Services LLC
• The Jentner Corporation
• Wells Trecaso Financial Group LLC
• Springside Partners LLC
• True Wealth Design LLC
• Presper Financial Architects LLC
• Symphony Financial Services Inc
• Oak Associates Ltd
• Valmark Advisers Inc

• How to get the most from this tax-free source of retirement income