Kathy A. Somes

Freedom One Financial Group LLC provides retirement plan and investment advisory services to emerging market companies. The company was founded by Mark Wayne in 1998 and is headquartered in Clarkston, MI.

Valmark Securities, Inc. is a national independent broker dealer that specializes in equity and risk management products. The private company is based in Akron, OH and has subsidiaries in the United States. The company provides support services for top wealth transfer, corporate insurance, and wealth advisory firms.

United American Insurance Co. provides insurance products and services. The firm offers cancer and critical illness insurance, Medicare supplement insurance, retirement plans, and annuities products. The company was founded by C. L. Dunlap in 1947 and is headquartered in McKinney, TX.

Allegheny Financial Group Ltd. (Allegheny) is an independent, SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm was founded by James “Jim” Browne and James Hohman in 1976. Allegheny offers asset management, portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporation and other business entities, pension plans, individual retirement account plans, profit-sharing plans, and private funds.