Eric D. Coffman

ValMark Advisers, Inc. is a registered investment advisor headquartered in Akron, Ohio. The firm was founded in 1997 and is a direct subsidiary of ValMark Investments LLC, ultimately held by ValMark Financial Group LLC. ValMark Advisers provides portfolio management services to individuals, which includes through trusts, estates, 401(k) plans and IRAs, high-net worth individuals, corporate pension and profit-sharing plans, corporations or other businesses, insurance companies and investment companies, charitable institutions, foundations, banks, governmental agencies, and endowments.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.