Jennifer Jorgensen is a financial advisor with Valic Financial Advisors in Bend, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Valic Financial Advisors since 1999 and also serves as president of a homeowners association board. 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 discretionary unified managed accounts, portfolio management, and financial planning services through a large network of advisors.

Darryl Knox Sr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. His prior experience includes roles at Fidelity Brokerage Services LLC and Allstate Insurance, among others. He also works as an instructor for Securities Training Corporation, providing licensing exam preparation and tutoring on a part-time basis. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models to construct client portfolios and manages approximately $26.4 billion in discretionary assets.

Marco Willis is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include work at Agia and Western Washington University. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves 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 discretionary unified managed accounts through a large network of advisors, employing centralized technology and model solutions to manage relationships at scale.

William Breaux Jr. is a financial advisor with Valic Financial Advisors in Monroe, LA, holding Series 65 and Series 63 credentials and having nine years of industry experience. He has worked at Valic Financial Advisors since 2017 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and emphasizes a large-scale, technology-driven approach to portfolio management and financial planning.

Luis Navarro is a financial advisor with Valic Financial Advisors in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and concurrently with SWBC Investment Company and SWBC Investment Services LLC since 2014. Navarro also serves 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Julian Driver is a financial advisor with VALIC Financial Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Mission Wealth Management, New York Life Insurance, and other financial services firms. He is active with LA Pension Planners and LA Wealth Partners in Pasadena, where he provides financial planning and insurance services. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors and centralized technology platforms.

John Kusmec is a financial advisor with Valic Financial Advisors holding a Series 66 designation and currently based in Memphis, TN. He has been with Valic Financial Advisors since 2026 and has prior work experience in various roles including positions at Wiseacre LLC and Memphis Rox. Outside of his advisory role, he has diverse experience in education and service industries. Valic Financial Advisors, Inc. is an SEC-registered investment adviser serving 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 unified managed account solutions supported by a large network of advisors and centralized technology.

Jack Cross is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his career in 2025. Prior to joining Valic, he worked at Landmark Properties and Target Corporation. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and multiple wrap programs. The firm manages approximately $29.2 billion and supports nearly 300,000 clients through a network of over 1,200 advisors using a technology-driven approach and discretionary unified managed accounts.

Jerome Gregory is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at Agia and Allstate Financial Services. Outside of financial advising, he provides customer support for an IT services provider serving small and medium-sized businesses. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs a centralized technology model to support a large client base managed by over 1,200 advisors.

Lauren Johnson is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Valic Financial Advisors since 2012 and at Agia since 2022. Outside of her advisory role, she is a commissioned 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Raelynn Harlach is a financial advisor with Valic Financial Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 18 years of industry experience. Her prior roles include positions at Agia, Pruco Securities LLC, and Prudential Insurance Company of America. Outside of her advisory work, she also serves as an agent for non-securities insurance products at 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, employing Envestnet-developed UMA models for portfolio construction.

Lisa Crawford is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Contreras is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at Valic Financial Advisors since 2021 and previously at Equitable Advisors and Axa Advisors. He is also an agent for Agia, involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting through a large network of advisors. The firm employs discretionary unified managed accounts and offers tax-aware and impact/ESG overlay options using centralized technology and third-party model managers.

Michael Anderson is a CFP® with 24 years of experience in the financial advisory industry, currently affiliated with VALIC Financial Advisors. His career includes roles at American General Financial Advisors, Sagepoint Financial, and Agia. Outside of advisory work, he acts as an agent for non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tom Rosenbaum Jr. is a CFP®-certified financial advisor with Valic Financial Advisors, where he has worked for 24 years. He holds the Series 66 designation and has 26 years of industry experience. In addition to his advisory role, he is an agent for non-securities insurance products with Agia. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Brandon Atkinson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and also serves as an agent for non-securities insurance products with Agia since 2022. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

John Soika Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Georgi Bivolarski is a CFP® professional with 10 years of industry experience, currently serving at Valic Financial Advisors. He has also been associated with Agia since 2022. His other business activities include working as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and unified managed account services through a large network of advisors.

Chase Kulczak is a Series 66-licensed financial advisor with Valic Financial Advisors in Atlanta, GA, bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and holds a concurrent position with Agia involving non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet's UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large advisor network.

Patricia Wasp is a CFP® professional with over 21 years of experience in the financial services industry. She has been with VALIC Financial Advisors since 2004 and also holds a role with Agia involving 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.