Justin Ozeroff is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2012. In addition to his advisory role, he is an agent with 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 for portfolio construction.

Steven Magidson is a financial advisor with Valic Financial Advisors in Merrillville, IN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Valic Financial Advisors since 1983 and also holds an agent position 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 and management.

Scott Gilman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with VALIC Financial Advisors since 2007 and also works with Agia. Outside of his advisory role, Gilman serves as head coach for the Saint James Girls Lacrosse Club. 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 with various overlay options.

Jacob Gedis is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and Northwestern Mutual. Outside of his advisory role, Gedis serves on the board of the Little Italy Association in San Diego, where he assists with fundraising and local business outreach for community projects. Valic Financial Advisors primarily serves 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 uses discretionary unified managed accounts with access to third-party models and overlays, operating at scale with over 1,200 advisors and approximately $29.2 billion in assets under management.

Scott Turley is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at American General Life Insurance, AIG Capital Services, Lincoln Financial Distributors, and Ohio National Financial Services. He serves as a board member of Midwest Regional Bank and is appointed as an agent for AGIA, selling 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 operating at scale with over 1,200 advisors.

Jordan Maryanski is a financial advisor with Valic Financial Advisors in Gainesville, GA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior experience includes roles at Corebridge Financial, Fidelity Investments, Robinhood Financial, and E*Trade Securities. 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 manages roughly $29.2 billion across more than 1,200 advisors, offering wrap programs, portfolio management, and financial planning with a focus on discretionary unified managed accounts using Envestnet’s platform and third-party UMA model managers.

Chad Amos is a financial advisor with Valic Financial Advisors in Yakima, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Valic Financial Advisors since 2015 and holds an agent position with 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, offering managed-account programs, financial planning, and brokerage services.

Josue Cruz is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes positions at Agia, VALIC Financial Advisors, Justin Thomas State Farm, and The UPS Store. Outside of his advisory role, he is also an agent for non-securities insurance products with 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Jared Zahn is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial advisory field, he worked at Cushman & Wakefield and Robert Half. He is also 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 through a large network of advisors.

John Gray is a financial advisor at Valic Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 1999. In addition to his advisory role, he is an agent with Agia, 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 for portfolio construction.

Brian Guyette is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved in entrepreneurial activities, including co-owning a children’s entertainment business that produces videos and board games. Additionally, he participates in residential construction projects through a family-owned LLC. 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 and financial planning services, utilizing Envestnet UMA models and operates at scale with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Richard Lambert is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 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-developed UMA models to construct client portfolios.

Renee Coil is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2012 and has also worked at Agia since 2022, where she is involved in the sale of 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.

Luciano Mira is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Walser Wealth Management Company, E*TRADE Securities LLC, and Morgan Stanley. Outside of advisory work, he is 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 retirement plan participants, offering portfolio management and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts using Envestnet’s platform and integrates tax-aware and ESG overlay services.

Steven Wilson is a financial advisor with Valic Financial Advisors in Virginia Beach, VA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously at Norfolk Southern. Wilson is also an insurance agent for non-securities insurance products through Agia. Valic Financial Advisors, Inc. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Jacob Russell is a financial advisor with Valic Financial Advisors in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic, he worked at Revive25 LLC and has experience in roles outside of finance, including at Jimmy Johns and Kennesaw State University. He is also 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, wrap programs, financial planning, and brokerage services through its broker-dealer operations.

Eric Swierski is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an Operations Stewardship Team member at the First Presbyterian Church of Augusta, overseeing the church’s financial budgeting and expense monitoring. 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 for portfolio construction and management.

Jermaine Taylor is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Valic Financial Advisors since 2004 and also serves as an agent with Agia, focusing on non-securities insurance products since 2022. 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 wrap programs through a large network of advisors and utilizes discretionary unified managed accounts with a technology-driven approach.

Robert Williams is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Valic Financial Advisors, he worked at Agia and has experience in non-securities insurance products as an appointed agent. 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 for portfolio construction.

Kathy Rosado is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with 29 years of industry experience. She has worked with VALIC Financial Advisors since 2006 and has concurrent experience with Woodbury Financial Services, Sagepoint Financial, Royal Alliance Associates, and FSC Securities Corporation since 2014. 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 with National Financial Services as the clearing custodian.