Meet Our Team

Meet Our Team

Alexander Lee

Managing Partner

Alexander joined L2 Financial in 2007. He began his career in the financial services industry at Morgan Stanley Private Wealth Management after completing his studies in Economics and Management from the University of California at Irvine. Alexander enjoys exploring the world through experiences and food.

Jason Lynn

Managing Partner

Jason joined L2 Financial in 2008, combining his analytical discipline from his previous positions and his BS in Business Administration from the University of Southern California, Marshall School of Business. Jason dedicates most of his free time to the athletic endeavors of his son, but enjoys the occasional round of golf.

Ron Adani, CFP®

Financial Planning Consultant

Ron combines technical expertise, analytical rigor, and advanced planning tools to help clients make confident financial decisions. He’s passionate about creating meaningful impact through thoughtful, personalized planning and loves seeing clients achieve their goals. Outside the office, Ron enjoys snowboarding, playing basketball, and experimenting with homemade ice cream recipes.

M. Isabel Carchi, MBA

Planning Consultant

Isabel takes a client‑focused approach to planning, bringing strong communication skills and deep expertise in insurance solutions. She enjoys spending time with her family, especially cooking and baking with her children, and she values the connection she has with her church community.

Our Back Office Team

L2 Financial is a Member Firm of Valmark Financial Group, an exclusive, 50+ year old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among Valmark’s professionals are experts in life insurance and other protection products, medical underwriting, qualified and non-qualified plans, investment analysis and portfolio management, product due diligence and regulatory compliance.

As a Valmark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.

As a collective group, Valmark Member Firms have an estimated $50 billion of in-force life insurance and $6 billion of cash value, as well as $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate favorable arrangements on behalf of our clients.

ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at www.valmarkfg.com

Caleb J. Callahan

CFP®
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Michael McClary

MBA
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Tyler Denholm

CFA®, CMT®
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Chris Bottaro

MBA
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Michael Michlitsch

MBA, CRPC®
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Keith Miller

MBA, CLU®, ChFC®
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James Dawson

CFP®, CLU®
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Chris Finefrock

MBA, CFP®
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Judson Forner

CFP®, CRPC®
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Zach Hurst

CFP®, CLU®
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Carmen Donofrio

CFP®
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CALEB J. CALLAHAN

CFP®

Caleb J. Callahan is the President and Chief Operating Officer for our partner, Valmark Financial Group. He is responsible for the overall business operations of the company including sales, marketing, operations, and business development of the firm’s broad offering of insurance and investment products and services. Mr. Callahan is also Chairman of Valmark’s Global Gift Fund™ which makes charitable contributions to non-profit organizations and ministries around the world. He is a frequent presenter at industry meetings such as the American Bar Association (ABA), the Million Dollar Round Table (MDRT), the Association for Advanced Life Underwriting (AALU), and the National Association of Insurance and Financial Advisors (NAIFA). Mr. Callahan holds FINRA series 7, 24 and 66 securities registrations as well as Life, Health and Variable Annuity Licenses, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Michael McClary

MBA

Michael McClary is the Chief Investment Officer of Valmark Advisers, Inc. and Valmark Financial Group, LLC. His primary responsibility is coordinating all investment management solutions for Valmark Advisers and Valmark Institutional, including TOPS®, TOPS® Strategic Allocation Portfolios, TOPS® Managed Risk ETF Portfolios and Valmark ACCESS™, and ACCESS™ Plus solutions. Mr. McClary was named by EFTReport as one of “10 Rising Stars” in 2012 and one of “10 All Stars” in 2014. He is nationally recognized as one of the first three members of the IMN/Research Magazine “ETF Advisors Hall of Fame” in 2007 and is regularly published on ETF.com. In addition, he has collaborated with the Wall Street Journal, Kiplinger’s, Financial Advisor, and Research Magazine, to name a few, on ETF-related topics and has been a featured speaker for organizations such as the S&P and the Financial Planning Association. Mr. McClary holds FINRA series 7, 24 and 66 securities registrations, is a Member of the Cleveland Society of Chartered Financial Analysts®, and is a Registered Investment Advisor. He earned an MBA in Financial Management and a BBA in Finance in Financial Services, Magna Cum Laude, both from the University of Akron.

Tyler Denholm

CFA®, CMT®

Tyler Denholm is the Vice President of Investment Management and Research for our partner, Valmark Financial Group. His primary responsibility includes overseeing the investment management process and conducting research for TOPS®, TOPS® Strategic Allocation Portfolios, and TOPS® Variable Insurance Trust. He earned a BBA in Finance and Real Estate from the University of Akron, Summa Cum Laude. In addition to his FINRA series 7 and 24 securities registrations, Mr. Denholm is a Chartered Financial Analyst®.

Chris Bottaro