Brian Olsen is a financial advisor with Valic Financial Advisors in Great Falls, MT, holding a Series 66 designation and over 20 years of industry experience. He has been with Valic Financial Advisors since 2005 and also serves as an agent for Agia, where he 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed models and providing optional tax and ESG overlay services.

Andrew Peck is a Series 66-licensed financial advisor with Valic Financial Advisors in Chicago, IL, where he has worked since 2025. He has one year of industry experience and previously worked at Busey Wealth Management. Outside of advisory services, Peck is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. 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 unified managed accounts utilizing Envestnet’s platform and third-party model managers, supported by a large network of over 1,200 advisors.

John Quinn is a financial advisor at Valic Financial Advisors in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Since 2022, he has also served as an agent with 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.

Gary Yarnall is a Series 66-licensed financial advisor with Valic Financial Advisors in Las Vegas, NV, bringing 13 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds an agent position at Agia, where he 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and other investment tools.

David Allen is a CFP® professional with 38 years of industry experience, currently serving at Valic Financial Advisors since 1998. He also holds a position as an agent at Agia, where he works 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, offering managed-account programs, financial planning, and brokerage services.

Heady Galvez is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds Series 63 and Series 66 designations and has worked in various positions including roles at Corebridge Capital Services, Inc. and American General Life Insurance. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 offers portfolio management, financial planning, and unified managed account programs supported by centralized technology and third-party model managers.

Ty Hysten is a Series 66-credentialed advisor with Valic Financial Advisors, bringing 11 years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously held roles at Vision Bank. Outside of his advisory work, Hysten serves as Chair Person on the Advisory Board for Shawnee County Parks and Recreation, where he participates in planning and advocacy activities. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors, leveraging technology and model portfolios across a substantial client base.

John Russell is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also served as an agent with Agia since 2022, where he is involved in 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Sabrina Mason is a financial advisor at Valic Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of her advisory role, Mason serves on the board of Carolyn's Kids Foundation, a nonprofit providing scholarships for youth, and works as a treatment advocate with the National Youth Advocacy Program. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

William Hanner is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and with 38 years of industry experience. He has been with Valic Financial Advisors since 2003 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Andrea Camp is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes roles at Agia and Ritter Insurance Agency prior to her current position. Outside of financial advising, she owns Faith Camp Communications/Faithful Vows, a business providing writing services for churches and non-profits, including original wedding and anniversary vows, and Stepz of Faith, a venture focused on designing and selling shoes with engraved scriptures and poetry. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages discretionary unified managed accounts using Envestnet’s platform and employs a technology-driven approach to serve a broad client base.

Kara Weston is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Valic Financial Advisors since 2017 and also holds a position with Agia focused on non-securities insurance products. Outside of her advisory work, she and her husband produce and sell baked goods as a hobby. 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, and brokerage services, utilizing Envestnet-developed UMA models and providing options such as Tax Overlay and Impact (ESG) Overlay services.

Robert Seeley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and having one year of industry experience. Prior to joining Valic Financial Advisors and Agia in 2024, he was owner of Effective Industrial & Commercial Services LLC until its operations ceased in early 2024. Outside of finance, he is a professional scuba diver certified as a Rescue Diver, Deep Diver, Divemaster, and Assistant Instructor, assisting divers on a volunteer basis. 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 advisor network and employs centralized technology and model solutions.

David Barnes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at Valic Financial Advisors since 2009 and has been associated with Agia since 2022, where he 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, along with 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.

Joseph Harsel is a CFP®-certified financial advisor with 15 years of experience, currently with Valic Financial Advisors since 2011. He also serves as Managing Director of Social Impact Partners, LLC, where he consults on personal and corporate social engagement strategies. Additionally, he is involved in seasonal rental property management in Florida and Delaware. 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.

Donald Zabak is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 registrations and having 28 years of industry experience. He has been with VALIC Financial Advisors since 1999 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 UMA models and operating at scale with over 1,200 advisors.

Kathryn Wise is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for CUSO Financial Services, LP for 10 years before joining Valic in 2022. 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 offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing a discretionary unified managed account platform and centralized technology solutions.

Patrick Ylitalo is a financial advisor with Valic Financial Advisors. He holds the Series 66 designation and has three years of industry experience. Prior to joining Valic, he worked at Nexteer Automotive and Somero Enterprises. He is also appointed as an agent to sell non-securities insurance products for 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 portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

Kathleen Dennis is a financial advisor with Valic Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her previous roles include positions at Agia, Investment Planners, Inc., Ipi Wealth Management, Inc., Sii Investments, and Financial Services/Simple Solutions. She serves as president of St Charles Development Corp, a nonprofit organization involved in organizing volunteers and leading meetings. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over $26 billion in discretionary assets.

Herbert Frazier Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and Prudential Insurance Company of America. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisors.