Karl Matt is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He joined the firm in 2025 and has prior experience as a superintendent at North Platte R-I School District from 2008 to 2025. Outside of his advisory role, he volunteers as an assistant varsity boys basketball coach. 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.

Alan Sanfratella is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Indivior and Genworth Financial. In addition to his advisory work, he is an agent for AGIA, providing 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 operates at scale with a focus on unified managed accounts, utilizing centralized technology and model solutions.

Nicholas Sigismondi is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked for Baltimore City Public Schools for seven years. Outside of finance, he is a musician who regularly plays with his band, releasing music on platforms like Spotify and Bandcamp. 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 discretionary unified managed accounts through a large network of advisors.

Benjamin Sturkie is a financial advisor with Valic Financial Advisors in Riverside, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to his current role, Benjamin has worked in a variety of positions, including entrepreneurial ventures such as Ojai Pizza and Performance Concrete Services Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and 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 to manage client assets.

Justin Cabibi is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at GWFS Equities, Cetera, Regions Bank, and Bbtis. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with approximately $26.4 billion in discretionary assets under management.

Jennifer Ladner is a financial advisor with Valic Financial Advisors in Ridgeland, MS, holding a Series 66 designation and six years of industry experience. She has worked previously at First Financial Capital Corp and Blue Cross Blue Shield of Louisiana. Outside of her advisory role, she serves as an agent for AGIA, selling non-securities insurance products, and acts as registered agent for South Mississippi Promotional Group, LLC, a marketing company managing promotional agreements between businesses and athletes. 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 with optional tax and ESG overlay services.

Michael Laible 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. Prior to joining Valic Financial Advisors in 2017, he worked at Texas A&M University for one year and has held an agent role at Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors serves a broad range of U.S. clients, including high and ultra-high net worth individuals and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a technology-driven approach.

Laura Hyser Stigner is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at CR Gibson and Ivy Tech Community College. Outside of finance, she serves on the board of the Indiana American Saddlebred Horse Association, a group focused on promoting the American Saddlebred horse in Indiana through events and youth involvement. Valic Financial Advisors is an SEC-registered investment adviser serving primarily U.S. individuals, including 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 and employs discretionary unified managed accounts with tax-aware and impact overlays.

Alexis Murillo is a financial advisor with Valic Financial Advisors based in Houston, TX. Holding Series 63 and Series 65 licenses, Murillo has one year of industry experience. Prior to joining Valic, Murillo held positions at Agia and Stellar Bank. Outside of advising, Murillo 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 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 network of over 1,200 advisors, leveraging discretionary unified managed accounts and centralized technology solutions.

Jeffrey Isley is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase bank. In addition to his advisory work, he is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and 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 to manage assets at scale.

Allison Pasta is a financial advisor at Valic Financial Advisors with a Series 66 designation and four years of industry experience. She has held positions at Bergdorf Cellars and Agia, where she currently serves as an agent for 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.

Willard Tuck is a financial advisor at Valic Financial Advisors with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Agia and Limestone Valley RC&D. He serves on the boards of nonprofit organizations focused on community support and disability services. Valic Financial Advisors is a large SEC-registered investment adviser serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a network of over 1,200 advisors, using centralized technology and model-based investment solutions.

Erik Stad is a financial advisor with Valic Financial Advisors in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Valic Financial Advisors since 2016 and previously held positions at Sunamerica Capital Services, Inc. and SunAmerica Asset Management from 2000 to 2016. 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 using Envestnet’s platform, supporting a large client base through a network of over 1,200 advisors.

Thomas Haden II is a CFP® professional with 32 years of industry experience, currently serving at Valic Financial Advisors since 1997. He also holds Series 63 and Series 65 licenses and is associated with Agia in a capacity related to non-securities insurance products. 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 portfolio management and financial planning through a large network of advisors, utilizing discretionary unified managed accounts via Envestnet’s platform and third-party model managers.

Lloyd Shaw is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior work includes roles at Nordstrom, AGIA, Principal Securities Inc., and USAA Financial Advisors. Outside of his advisory work, he manages a charitable food pantry for the Society of St. Vincent de Paul. 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 for portfolio construction.

David Herrera is a financial advisor with Valic Financial Advisors in Fresno, CA, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at LPL Financial, Primerica Advisors, and Northwestern Mutual. 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, utilizing Envestnet-developed UMA models for portfolio construction.

Jessica Hope Buckner is a financial advisor with Valic Financial Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with Valic Financial Advisors since 2018 and has prior experience at Colonial Life and Mass Mutual Investors Services. Outside of her advisory role, she is also an agent involved in non-securities insurance products through 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 unified managed account solutions. The firm manages approximately $29.2 billion across a large client base supported by over 1,200 advisors, utilizing technology and centralized model solutions.

Corey Overcash is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2014 and also holds a position as an agent with Agia, where he works with non-securities insurance products. 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 UMA models and maintaining a large network of advisors.

Omari Simpson is a financial advisor at Valic Financial Advisors in Houston, TX, with 19 years of industry experience. He has held the Series 66 designation and served in the United States Army from 2010 to 2019 before joining Valic Financial Advisors in 2014. 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.

William Gallegos is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at Valic Financial Advisors since 2012 and also has experience with Stratford Fidelity and Agia. Outside of his advisory role, he is involved as an agent offering 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 and supporting a large client base through its extensive network of advisors.