Christopher Logan is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Valic Financial Advisors since 2009 and also serves as an agent for 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

Jon Williams is a CFP®-credentialed financial advisor with 28 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Guardian Life Insurance Co of America. Outside of his advisory work, he is involved with Williams Financial Group, focusing on non-variable insurance. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that integrates advisory and non-advisory products.