Laura Gorton is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has worked at VALIC Financial Advisors since 2004 and is also associated with Agia, where she deals with non-securities insurance products. Additionally, she serves as Head Deaconess and a board member at her local church. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing Envestnet’s platform and third-party model managers to provide discretionary unified managed accounts.

Joseph Pasquale is a financial advisor at Valic Financial Advisors in Chicago, IL, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience in educational roles at the University of Cincinnati, Ursuline High School, and St Charles School. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on the Envestnet platform.

Jared Sandlin is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and also holds a position as an agent with Agia, where he is involved in non-securities insurance products. Prior to Valic, he was employed with NCSA Next College Student Athlete. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets under management.

James Lesniewski is a financial advisor at VALIC Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Bankers Life. He also acts as an agent selling non-securities insurance products through Agia. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven approach to investment management.

Christina Tajc is a financial advisor at Valic Financial Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at American Portfolios Financial Services, Inc., OSAIC, and Hart Agency. Additionally, she is appointed as an agent to sell non-securities insurance products for Agia and serves as a notary public. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet UMA models and providing optional tax and ESG overlay services.

Jack Yale is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Valic Financial Advisors and also serves as an agent selling non-securities insurance products for Agia. His prior experience includes roles at The Vanguard Group, Inc. and TIAA-CREF. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services supported by Envestnet’s UMA models and operates at a large scale with over 1,200 advisors.

Keith Poch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Valic Financial Advisors since 1997 and also works as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Jennifer Jamerson is a CFP® and ChFC® with 26 years of industry experience. She has been with Valic Financial Advisors since 2010 and also holds an agent position at Agia, where she is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Loren Harris is a financial advisor at Valic Financial Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Valic since 2014. Outside of his advisory role, Harris works as an independent driver for Uber and serves as a partner in MVH Development, a management consulting firm supporting his wife's career. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet's UMA models to construct client portfolios.

Matthew Crouch is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Paul Mariconda is a financial advisor with Valic Financial Advisors in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Valic Financial Advisors since 2004 and also has a role with Agia since 2022. Outside of his advisory work, Mariconda serves as a hockey referee and participates on an advisory board for the Business and Information Technology Division at Oklahoma City Community College. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, using Envestnet UMA models and maintaining a large client base with over 1,200 advisors nationwide.

Jory Thompson is a Series 66-licensed financial advisor with Valic Financial Advisors in Great Falls, MT. He joined the firm in 2025 and has a background in education, having worked with Big Horn County School District #4 and Fort Benton School District for a combined 14 years. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and third-party model managers.

Shawn Barnum is a financial advisor with Valic Financial Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2014 and also holds a position at Agia since 2022. Outside of his advisory role, he serves as Power of Attorney for his mother. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors and approximately $26.4 billion in discretionary assets.

Juan Restrepo is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Gioia Conde LLC, Agia, Equitable Advisors, Axa Advisors, BioSenseS Group, and One Eleven Capital Group. Outside of his advisory work, he serves as a director on the board of his condominium association in Key Biscayne, FL. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and maintaining substantial assets under management.

Truitt Forrester is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, Forrester held roles in various companies including Integrity Medical and Palomar Commercial Real Estate. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals—including high net worth and ultra-high net worth clients—as well as employer-sponsored retirement participants. The firm employs a model-driven approach using discretionary unified managed accounts on Envestnet’s platform and offers a range of financial planning and portfolio management services through a large network of advisors.

Alexander Rauch is a CFP® with 16 years of experience in the financial services industry. He currently works at Valic Financial Advisors and has previously been affiliated with Lincoln Financial Advisors Corporation and Agia. In addition to his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Francesco Cori Gamero is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. He has previously worked at Merrill and is currently a graduate student at Washington University in St. Louis. Outside of financial advising, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Terrell Akins is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Valic Financial Advisors since 2001 and at Agia since 2022. Outside of his advisory role, he owns an aircraft for personal use. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Cheri Coleman is a financial advisor with Valic Financial Advisors in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2010 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Brian Ledbetter is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Auburn, Alabama. He has 23 years of industry experience and has been with Valic since 2003. Outside of his advisory role, he serves as treasurer for Auburn First Baptist Church, where he assists with budgeting and trust fund investment reviews. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.