John Buchan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Primerica Financial Services and Katy ISD. 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, and brokerage services through a large network of advisors.

Todd Bornholtz is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Valic Financial Advisors since 2016. Valic Financial Advisors, Inc. 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 discretionary unified managed accounts and technology-driven solutions.

Vivian Houghland is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia for non-securities insurance products. Outside of her advisory role, she is the treasurer for the 2200 Harding Place Homeowners' Association and acts as a notary public. 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 and other financial services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Kendra Plueard is a financial advisor with Valic Financial Advisors in Eugene, OR, holding a Series 66 designation and eight years of industry experience. She has worked at Valic since 2015, transitioning to Valic Financial Advisors in 2018, and has been associated with Agia since 2022. Outside of her advisory role, she occasionally sells personal items on eBay through a virtual garage sale. 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.

Marie Turino is a CFP® and ChFC® with 24 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF and Agia. Outside of her advisory role, she is an agent 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jeffrey Bauer is a CFP® professional with 25 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2001 and also 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. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jennifer Karaczun is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 credentials. She has 33 years of industry experience, including prior roles at Next Financial Group, INC and Agia. Outside of advising, she is the owner of an authoring and publishing business, Bountiful Plan LLC, and serves on the advisory board of the MCVTS Finance Academy as well as the board of the Battleground Historical Society. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with options for tax and ESG overlays.

Kurt Beerline is a financial advisor with Valic Financial Advisors in Lakewood, Colorado. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Agia, Mass Mutual Life Insurance Company, Fidelity Investments, and Aflac. 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 through a large network of advisors, utilizing unified managed accounts and a combination of technology and third-party model managers.

Daniel Nowak is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Valic since 2016. Outside of his advisory role, he is a member and co-owner of C & D Dizical Collectibles, assisting with online sales of Disney items and collectibles and participating in an annual trade show. 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, leveraging technology and model solutions to manage approximately $29.2 billion across nearly 300,000 clients.

Daniel Legaye is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at AIG Capital Services, America General Life Insurance, Linden Thomas and Company Securities, and Moody Securities, among others. 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-developed UMA models for portfolio construction.

Stephen Gaubert is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves 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 and providing various overlay options for portfolio customization.

Lee Trevino is a Certified Financial Planner® with 11 years of experience in the financial services industry. He is currently with Valic Financial Advisors and has prior experience at Agia, where he held an agent position related to 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Adri Lourens is a financial advisor with Valic Financial Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Valic in 2023, Adri worked at Voya Financial Advisors and Voya from 2014 to 2023. In addition to advisory work, Adri 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 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 scale with approximately 1,239 advisors.

Nate Stassen is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Valic Financial Advisors since 2022 and has also been associated with Agia since 2023, where he is appointed as an agent to sell non-securities insurance products. In addition, he has been employed at Graco since 2015. 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 services through a large network of advisors, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.

Rachel Baroma is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Valic Financial Advisors since 2009 and is currently affiliated with Agia. Outside of advising, she is a licensed independent insurance agent with Midland Life & Annuity but does not solicit new business in that role. 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 implemented through Envestnet’s platform and third-party model managers.

Zakary Madelen is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and is also involved in coaching high school football at University Academy. 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-developed UMA models for portfolio construction.

Andrew Jimenez is a financial advisor with Valic Financial Advisors in Cutler Bay, FL, holding a Series 65 credential and bringing 10 years of industry experience. His prior roles include positions at Agia, Axa Advisors, LLC, and Accurate Appraisers, Inc. Outside of advising, he serves on his homeowners association board and works as a property appraiser. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nazma Begum is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Berkeley Heights, NJ, and has seven years of industry experience. She previously worked at TD Ameritrade and TD Bank. Outside of her advisory role, she is also 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jill Vanderkam is a CFP®-certified financial advisor with Valic Financial Advisors in Tampa, FL, bringing 33 years of industry experience. She has worked with Valic since 1999 and has been affiliated with Agia since 2022. Outside of her advisory roles, she is a partner in a residential rental property business. 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 employs discretionary unified managed accounts using third-party model managers and centralized technology.

Mary Isom is a financial advisor with Valic Financial Advisors in Renton, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several firms, including Bank of America, Merrill, KeyBank, and JP Morgan Securities. Valic Financial Advisors is a large enterprise 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, using a model-driven approach with discretionary unified managed accounts and centralized technology.