Dennis Giroir II is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 1999 and is also involved with Agia and M Giroir Holdings. Outside of his advisory work, he serves on the finance committee for the National TEC Conference and is a member of the Pastoral Council at Most Blessed Sacrament Catholic Church. 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 and operating at scale with over 1,200 advisors nationwide.

Richard Lane is a financial advisor with Valic Financial Advisors in Savannah, GA, holding Series 63 and Series 66 licenses and having 40 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia. Outside of his advisory role, Lane owns and manages several residential rental properties, engages in home renovation projects for resale, and owns a business that rents classic cars for special events. 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 maintaining a large nationwide advisory presence.

Marvin Baysa is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Kahului, HI, and has 16 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also associated with Agia. Outside of his advisory role, he owns MJB LLC, a small business focused on minor home interior repairs and renovations. 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 serving a broad client base through a large network of advisors.

D'onte Cole is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has prior experience at firms including J.P. Morgan Securities LLC, Bank of America, Merrill Lynch, and Charles Schwab. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs model-based and overlay investment strategies.

Benjamin Bowman is a Certified Financial Planner™ at Valic Financial Advisors with 11 years of industry experience. He has been with Valic Financial Advisors since 2015 and has also held a role at Agia since 2022, where he is involved in non-securities insurance products. 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, consulting services, and discretionary unified managed accounts supported by a centralized technology platform and a large network of investment advisor representatives.

Alexander Kosheff is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. His background includes roles at companies such as Quanterix, Agia, and Your Service Staffing. Outside of financial advising, he has worked as a part-time promotions team member for the Boston Bruins. 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 representatives. The firm utilizes discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion in assets across more than 1,200 advisors.

Autumn Browning is a financial advisor with Valic Financial Advisors in Missoula, MT, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Valic Financial Advisors since 2017 and also serves as an agent for 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Gregory Kish is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia, where he works with non-securities insurance products. 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 multiple wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage assets at scale.

Rene Eisele is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at TIAA for 13 years before joining Valic Financial Advisors in 2024. Outside of his advisory work, he is the founder and president of The Lovis Foundation, a nonprofit focused on supporting young people in the disability community, first responders, and others. Valic Financial Advisors serves primarily 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, using Envestnet-developed UMA models for portfolio construction.

Douglas Bridges Jr. is a CFP® professional with 24 years of industry experience, currently serving at VALIC Financial Advisors since 2006. He 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 clients, and offers discretionary managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

Kenneth Fiawoo is a financial advisor at Valic Financial Advisors with 24 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Corebridge Capital Services, Inc. and American General Life Insurance for 11 years. He is based in Houston, TX. 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 and financial planning services through a large network of advisors and uses discretionary unified managed accounts with tax-aware and impact/ESG overlay options.

Dominic Soto is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and has previous work experience including roles outside finance, such as bartending at TAKODA Beer Garden & Rooftop Bar and working at Agia selling non-securities insurance products. 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.

David Mills Jr. is a Series 66 licensed financial advisor with Valic Financial Advisors, based in Baton Rouge, LA. He has two years of industry experience and concurrently serves as an agent for non-securities insurance products with AGIA. His background includes roles with the Louisiana State Police and educational positions at LSU and Catholic High School and Middle School. 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 portfolio models and providing various overlay options for clients.

Marc Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Valic Financial Advisors since 2007 and has also worked with Agia since 2022. Outside of his advisory work, Phillips serves as a volunteer treasurer for a community organization. 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 providing optional tax and ESG overlay services.

Jonathan Ortega is a financial advisor at Valic Financial Advisors in Tampa, FL, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Valic in 2025, he worked at Fisher Investments, Amundi US, Inc., and Natixis Investment Managers. 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, managing approximately $29.2 billion for close to 300,000 clients.

Michael Modisette is a CFA® charterholder with 29 years of industry experience. He is currently with Valic Financial Advisors and previously held roles at PNC Investments, BBVA Wealth Solutions, and Invesco Advisers. Based in Houston, TX, Modisette has experience across multiple prominent financial firms. 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 unified managed account programs through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Jayson Wagner is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also affiliated with Agia. Outside of his advisory role, Wagner occasionally serves as a tour guide for undeveloped land sales with BG Development Group. 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.

Charles Hays Jr. is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. He also serves 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Andres Velasquez is a financial advisor at VALIC Financial Advisors in Columbus, OH, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VALIC Financial Advisors since 2013 and at Agia since 2022. Outside of his advisory work, Velasquez serves as a softball umpire for the Lancaster Girls Softball organization. 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.

Karl Ross is a financial advisor at Valic Financial Advisors based in Boca Raton, FL, holding a Series 66 designation. He has recently started his career in the industry, with experience at Ameriprise, Advanced Consulting Group, and Little Masa. Outside of advising, he is also an agent authorized to sell non-securities insurance products for AGIA. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.