Timothy Cooper is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked in sectors including automotive sales and banking. 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 consulting services. The firm uses a technology-driven approach with discretionary unified managed accounts and serves a large client base through a network of over 1,200 advisors.

Tanya Ferguson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and has been in the financial industry since 2025. Prior to joining Valic, she worked at Agia and was involved with the Interfaith Child Development Center. Tanya is also the author of a children’s book published on Amazon. 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 and providing various overlay options for portfolio customization.

Shawnee Anderson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 22 years of industry experience. She has worked at Valic Financial Advisors since 2016 and also holds an agent position with Agia, where she is involved in non-securities insurance products. Prior to Valic, she held roles at Kaiser Permanente, World Financial Group, Inc., and Transamerica Financial Advisors, Inc. 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.

Coulton Ross is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience working at Vivid Outdoor, NewPower World Wide, Ace Ticket, and Draft Kings. Ross 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 and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers discretionary unified managed accounts and financial planning services, managing approximately $29.2 billion across a large network of more than 1,200 advisors.

Anita Atencio is a financial advisor at VALIC Financial Advisors with 15 years of industry experience and holds a Series 66 designation. She has been with VALIC Financial Advisors since 2015 and also serves as an agent for non-securities insurance products at Agia since 2022. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement plans, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services to implement investment strategies across a broad client base.

Brenda Wooten is a financial advisor with VALIC Financial Advisors and holds Series 63 and Series 65 licenses. She has three years of industry experience, including prior roles at TIAA-CREF Individual & Institutional Services and Tiaa. Outside of advising, she writes for a local public interest newspaper and operates a sewing business, in addition to serving as treasurer for the Wheat Ridge High School PTSA and vice president of its football booster club. 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 uses discretionary unified managed accounts with third-party model managers and offers portfolio management and financial planning through a large network of investment advisors.

Wolfgang Lohrer is a financial advisor at Valic Financial Advisors with a Series 66 designation and three years of industry experience. His work history includes roles at AGIA and Moneyboots Capital, as well as experience in real estate and construction sectors. He is a licensed notary, though he has not used this certification for compensation. Valic Financial Advisors is a large 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 emphasizes discretionary unified managed accounts and integrates technology and model solutions to serve a broad client base through over 1,200 advisors.

Caroline Shelton is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and five years of industry experience. Her career includes roles at Agia and Equitable Advisors, as well as work at Texas A&M University and Deer Park High School. She 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 clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across its 1,239 advisors.

Bradley Goodwin is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and is also associated with Agia, where he offers non-securities insurance products. Prior to his current roles, he was involved with IPitomy Communications, LLC and Goodwin Global Communications, LLC. 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 UMA models and operating at scale with over 1,200 advisors nationwide.

Ekaterina Chompalova is a Series 66 licensed financial advisor with Valic Financial Advisors in Las Vegas, NV, bringing five years of industry experience. She previously worked at Bank of America and Merrill and is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily 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 and operating with a large network of advisors and significant assets under management.

Kyle Mirich is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Valic Financial Advisors since 1999 and has been associated with Agia since 2022, 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 to construct client portfolios.

Joshua Penner is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including a decade at AIG Capital Services, Inc. and Valic Financial Advisors. 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 employs discretionary unified managed accounts using Envestnet’s platform and offers portfolio management and consulting services through a large network of investment advisor representatives.

Gary Martin is a financial advisor with Valic Financial Advisors in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also been associated with Agia since 2022, where he is involved with 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.

Stephanie Hunter is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual and Legal Seafoods LLC. Outside of her advisory role, she participates as a secret shopper for various businesses. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Edward Silberman is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, offering 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, providing managed-account programs, financial planning, and brokerage services.

Nathan Siegal is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2011. He also holds an agent position at Agia, focusing on non-securities insurance products. Additionally, he acts as trustee for an educational savings trust established for a family beneficiary. 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.

Natalie Schieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. Her career includes roles at Corebridge Capital Services and American General Life Insurance. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts with a technology-driven approach and manages approximately $29.2 billion across over 1,200 advisors.

Mark Nachimson is a CFP® professional with 25 years of industry experience, currently serving at VALIC Financial Advisors since 2004. He also holds a role with Agia, focusing on non-securities insurance products. Nachimson is a limited partner in a family limited partnership established for estate planning purposes. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed UMA models for portfolio construction.

Gary Bridwell is a financial advisor with VALIC Financial Advisors in Carmel, Indiana, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with VALIC Financial Advisors since 2005 and also holds a position as an agent with Agia. Outside of his advisory work, Bridwell co-owns a vacation rental business in Tennessee and serves as a board member of the Bedford Public Library in Indiana. 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 and supporting tax and ESG overlay options.

Matthew Golizio is a financial advisor with Valic Financial Advisors who holds a Series 66 credential and has 24 years of industry experience. His prior firms include Merrill and Ascensus. Outside of his advisory career, he operates Jersey Shore Photo Booths, providing photography and photo booth services for events such as weddings and sweet 16s. 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 through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model solutions in its service delivery.