Luanna Reyes is a financial advisor at Valic Financial Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2014, with a brief period of unemployment between 2017 and 2019. Outside of her advisory role, she serves as an agent for Agia, focusing on 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, consulting, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Alyssa Ulrey is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials with 11 years of industry experience. Her prior roles include multiple positions at The Huntington National Bank and The Huntington Investment Company, spanning from 2014 to 2022, as well as a brief tenure at Mary Kay Cosmetics. She also serves as a non-securities insurance agent with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing discretionary unified managed accounts with a strong emphasis on centralized technology and model solutions.

Candace Johnson is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Her career includes roles at Agia, PNC Bank, BBVA USA, and State Farm. In addition to her advisory work, she is also an agent for 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with tax-aware and impact/ESG overlay options.

Ryan Mulligan is a financial advisor with Valic Financial Advisors in Spokane, WA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at ArbiterSports, LLC, Crafted Services LLC, Hardtscape Contracting, and the University of Washington School of Medicine. 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.

Daniel Hernandez is a financial advisor with Valic Financial Advisors in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Wells Fargo, and Treasure Island Antiques Inc. 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 overlay services on a centralized technology platform.

George Kimble is a financial advisor with Valic Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Agia, Allstate Insurance, and American Fidelity Assurance. Outside of advisory services, he is 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 for portfolio construction.

Kevin Gertz is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with VALIC Financial Advisors since 2006 and also works with Agia. Outside of his advisory role, he serves as the Supervisor of Off Ice Officials for the New Jersey Devils, overseeing the off-ice officiating crew during home games. 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 client portfolio construction.

Esmeralda Gonzales is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes a decade at Orion Real Estate and a role as an agent selling non-securities insurance products for AGIA. She is also the owner of a cleaning company, though it is not currently active. 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.

Jillian Kucik is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BANK of AMERICA, N.A. and Merrill. Jillian is also involved with Structured Realty Group, LLC and serves as an agent for non-securities insurance products at AGIA. 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, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, implementing discretionary unified managed accounts via Envestnet’s platform and providing various overlay services.

Kate Cleveland is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, having two years of industry experience. Her background includes roles outside of finance, such as in food service and education, and she 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 unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports close to 300,000 clients across more than 1,200 advisors.

Michael Roche is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. He previously worked at AGIA and spent several years at the University of Houston. In addition to his advisory role, Roche serves as treasurer for a youth select baseball team, managing team funds and donations on a volunteer basis. 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, financial planning, and discretionary unified managed accounts through a large network of advisors.

Stephanie Jamison is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. She also serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services.

Stephen Davis is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an assistant wrestling coach at JW Mitchell High School. Outside of his advisory role, he works as a delivery driver during holidays. 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 with optional tax and ESG overlay services.

William Jolly is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Valic Financial Advisors and has held a position at Agia since 2022. Outside of his advisory role, he is 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Daniel Caldwell is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at VALIC Financial Advisors since 2016 and currently serves as President of Harbor Ministries, Inc., a nonprofit organization. VALIC Financial Advisors, Inc. 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, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes centralized technology and model-driven solutions.

Fatimah Uthman is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at Corebridge Capital Services, J.P. Morgan Securities, Charles Schwab, and Bank of America. 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 accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Danielle Baran is a financial advisor at VALIC Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2009. Baran also serves as an agent with Agia, 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 for portfolio construction.

Daniel Parisi II is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has worked with firms including Four Star Wealth Advisors and Valic Financial Advisors. Outside of his advisory role, he is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves 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 for portfolio construction.

Rance Morgan Jr. is a financial advisor with Valic Financial Advisors in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also associated with Agia. Outside of his advisory role, he engages in woodworking, fabricating raw lumber into home decor through his business, Dusty Boots Woodcraft. 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 UMA models for portfolio construction and managing approximately $26.4 billion in discretionary assets.

Michael Randolph is a financial advisor with Valic Financial Advisors in Nashville, TN. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also an agent for Agia, offering 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 for portfolio construction.