Brian Schmitt Jr. is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 2006 and previously worked at Agia. Outside of his advisory role, he serves as treasurer for a homeowners association. 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 network of over 1,200 advisors, relying on centralized technology and model solutions to manage approximately $29.2 billion in assets.

Christopher Lupo is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with Valic Financial Advisors and also serves as an agent for Agia, selling non-securities insurance products. Prior to his financial services roles, he worked in various school districts from 2012 to 2022. 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 for portfolio construction.

Benjamin Blakelock is a financial advisor with Valic Financial Advisors in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has worked with VALIC Financial Advisors since 2013 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mark Hauschild is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. He previously spent 20 years at TIAA and has engaged in non-securities insurance activities as an agent for AGIA. Outside of financial advising, he has worked in event staffing and traffic management roles. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts and offers tax-aware and ESG overlay services, operating at scale with a strong focus on centralized technology and model solutions.

Brenda Walker is a Series 66 licensed financial advisor with Valic Financial Advisors in Greenville, KY. She joined the firm in 2026 and has prior work experience with House of Onyx Inc. for a total of seven years. 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 and manages approximately $29.2 billion across nearly 300,000 clients.

David Conlin is a financial advisor at Valic Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2016. In addition to his advisory role, he serves as an agent offering 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 discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion across nearly 300,000 clients.

Ava Overman is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2013 and also works as an agent for Agia, a role involving non-securities insurance products. 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-developed UMA models for portfolio construction.

Kelly Craft is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds a Series 66 designation and has been with Valic Financial Advisors since 2016. Outside of her advisory work, Craft serves as a power of attorney for her mother, managing her financial and healthcare-related matters. 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, leveraging technology and model solutions to manage approximately $29.2 billion in assets.

Ivory Stewart is a financial advisor with Valic Financial Advisors in Chicago, IL, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Valic Financial Advisors, Ivory worked at Agia, Pruco Securities, LLC, The Prudential Insurance Company of America, and Axa Advisors, LLC. Outside of advising, Ivory is a co-owner of Greystone Reserves LLC, a real estate development venture. 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 to construct client portfolios.

Catherine Harstick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing 23 years of industry experience. She has held positions at firms including MissionSquare Investment Services, CITIGROUP, and Compass Retirement Group LLC. In addition to her advisory role, she is licensed to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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’s UMA models and overlay management.

Eric Kellar is a financial advisor at Valic Financial Advisors with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior roles include positions at AllSourcePPS, Inc., NORC at the University of Chicago, and Integrated Resources, Inc. among others. Valic Financial Advisors 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 portfolio management, financial planning, and discretionary unified managed accounts utilizing Envestnet’s platform and third-party model managers across a large network of advisors.

David Tran is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Valic Financial Advisors and Agia in 2025, he spent 20 years with Flowers Baking Company of Houston. He 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 portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Jacob Underwood is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Springfield, MO. He has two years of industry experience, including roles at Agia and Digital Monitoring Products, and served three years with the General Council of the Assemblies of God. Outside of his advisory work, he is a finance committee member at The Venues church. 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 to construct client portfolios.

William Burke is a financial advisor with Valic Financial Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds an agent position at Agia, where he works with non-securities insurance products. 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, utilizing centralized technology and model solutions.

Stephen Albinson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and holds a non-securities insurance agent position with 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jerame Braasch is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses and bringing two years of industry experience. He previously worked at Citigroup for five years and has held positions in the food service industry. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 manages approximately $29.2 billion and utilizes centralized technology and unified managed account platforms to provide portfolio management and financial planning services through a large network of advisors.

Trecia Scribner is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp for over 16 years. Outside of her advisory role, she coaches junior varsity volleyball for a high school team. 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 for portfolio construction.

Stephanie Bunday is a ChFC® credentialed financial advisor with Valic Financial Advisors, bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2007 and also has involvement with Agia since 2022. Outside of her advisory role, she serves on the board of the Boys & Girls Clubs of Johnson County and acts as Secretary for Raising Spirits, Inc., a nonprofit supporting local organizations in Indiana. Valic Financial Advisors primarily serves U.S.-based 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 advisor network.

Johnathon Wishnask is a Series 66-licensed financial advisor with Valic Financial Advisors in St. Louis, MO, and has four years of industry experience. His prior work includes roles at Ameristar Casino Resort and Spa and Northwestern Mutual. Outside of advising, he holds an insurance agent position with Agia, focusing on non-securities insurance products. 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 and financial planning services through a large network of advisors, utilizing unified managed accounts and centralized technology.

Cynthia Handmaker is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where she serves as an agent for non-securities insurance products. 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 unified managed accounts using a centralized technology platform and a large network of advisors.