Colin Mcdonnell is a financial advisor with Valic Financial Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Valic Financial Advisors since 2004 and is also associated with Agia, where he offers 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Alexa Ventrice is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. She has worked at AIG Retirement Services since 2018 and previously was employed at Oakmont Bakery. 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 a large team of advisors.

Laurence Dunlap is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Agia and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is the managing member of Bull and Bear Enterprises, LLC, a company used for accounting purposes. 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. The firm utilizes discretionary unified managed accounts with centralized technology and model solutions to support its extensive client base.

John Lamberth is a Series 66-licensed financial advisor with Valic Financial Advisors in Perry, GA, bringing 22 years of industry experience. He has been with Valic Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, Lamberth is involved in several agricultural ventures, including ownership and partnership positions in pecan farming operations. 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 operating at a large scale with over 1,200 advisors nationwide.

Nicholas Grove is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding a Series 66 designation and 16 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent 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.

Shannon Blair is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Valic Financial Advisors since 2014 and previously worked at Agia. Outside of her advisory role, she retains ownership of a business license for a dormant floral business, Last Chance Flowers, though it has been inactive since 2010. 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 discretionary unified managed accounts supported by centralized technology and third-party model managers.

Ryan Hocker is a financial advisor with Valic Financial Advisors in Novi, Michigan, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Morgan Stanley, HSBC, and the Michigan House of Representatives. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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.

Mindy Lewis is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has worked at Valic Financial Advisors since 2006 and also serves as an agent for non-securities insurance products with 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, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and leverages centralized technology and model solutions.

Christopher Cutshall is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 66 and Series 63 licenses with eight years of industry experience. His career includes roles at Tooling Dynamics LLC from 1999 to 2017 and Agia since 2022, where he works as an agent offering non-securities insurance products. 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 through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and offers tax-aware and impact/ESG overlay services, managing approximately $29.2 billion across nearly 300,000 clients.

Ryan Radloff is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with VALIC Financial Advisors since 2011 and has been affiliated 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 clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, with a portfolio construction process supported by Envestnet's UMA models.

Roxann Murphy is a financial advisor at Valic Financial Advisors with 10 years of industry experience and holds a Series 65 credential. She has been with Valic Financial Advisors since 2016 and has prior experience at AGIA. Outside of her advisory role, she works as a per diem occupational therapist, providing therapy and education to patients and school-age children. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

James Vance is a financial advisor with Valic Financial Advisors in Ridgeland, MS. He holds the Series 66 designation and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at Spectrum Sports and held academic positions at Mississippi College and East Central Community College. 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 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.

Andrew Wood is a financial advisor with Valic Financial Advisors in Houston, TX, holding the Series 66 designation and having 10 years of industry experience. His prior firms include Axa Advisors and AGIA, where he is also involved in selling non-securities insurance products. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large advisor network, employing discretionary unified managed accounts with tax-aware and ESG overlay options.

Timothy Hewitt is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic since 2014. In addition to his advisory role, he is an agent for non-securities insurance products at AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed account programs, financial planning, and brokerage services.

Jason Cotton is a CFP® professional with nine years of experience at Valic Financial Advisors. He holds the Series 66 designation and has been with Valic Financial Advisors since 2017. Outside of advisory work, he is a co-owner of 2413 Lincoln Ave, LLC, a real estate rental business, and serves as an agent for Agia providing 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 and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services supported by a large network of advisors and utilizes discretionary unified managed accounts with optional overlay services.

Bryant Tzul is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Parawest Management and Luminate Financial. In addition to his advisory work, he is 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 portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages substantial assets and utilizes centralized technology and model solutions as part of its investment approach.

Lawrence Jan Serrano is a financial advisor with Valic Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Valic Financial Advisors since 2018 and has held positions at AGIA, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory role, he is involved as an agent offering non-securities insurance products. 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 through a large network of advisors. The firm uses Envestnet’s platform for unified managed accounts and offers tax-aware and impact/ESG overlay services.

Ternel Martinez is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2018 and currently holds a position with Agia involving 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Drew Tamaki is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Valic Financial Advisors since 2010 and also works with Agia, where he is involved in 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Vincent Guy is a financial advisor at VALIC Financial Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at VALIC Financial Advisors since 2006 and Agia since 2022. Outside of his advisory role, he is a partner at Combat Fitness LLP, where he teaches martial arts classes and coordinates volunteer coaches, and he serves as an assistant coach for the University of Vermont's Brazilian Jiu Jitsu/Judo/MMA clubsport. 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.