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David D

Series 66

Addison, TX

Valic Financial Advisors

David Duque is a financial advisor at Valic Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, with additional roles at Park Avenue Securities, Guardian Life Insurance Company, and Agia. Outside of his advisory work, Duque serves as Sergeant of Arms on the Board of Directors for the Champions Rotary Club of Justin, TX. 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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Richard B

Series 63, Series 65

Addison, TX

Valic Financial Advisors

Richard Buckland is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Key Investment Services and Key Bank. He is also an insurance agent for non-securities insurance products through 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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Colin K

Series 63, Series 66

Addison, TX

Valic Financial Advisors

Colin Kirkpatrick is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Citizens Securities, Inc., and Total Benefit Communications. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and third-party model managers.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Kevin M

Series 66

Addison, TX

Valic Financial Advisors

Kevin Motley is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Bank of America, and Merrill. In addition to his advisory role, he is 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 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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Dana H

Series 63, Series 65

Addison, TX

Valic Financial Advisors

Dana Hodges is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Valic in 2018, Hodges worked at Farmers Financial Solutions and Farmers Insurance from 2015 to 2018. Outside of advising, Hodges is a sponsored NPC bodybuilding athlete. 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 UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Ava O

Series 66

Addison, TX

Valic Financial Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Matthew C

Series 63, Series 65

Addison, TX

Valic Financial Advisors

Matthew Craft is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked with Agia and West Dallas Community School. Outside of his advisory role, he has contributed editorial support to a devotional book project developed by his wife. 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, using discretionary unified managed accounts via Envestnet’s platform and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Doris S

Series 63, Series 65

Addison, TX

Valic Financial Advisors

Doris Silva is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked with Western Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, Silva co-owns Joshua Nutrition, a business focused on nutrition tea and protein shake sales, and serves as a board member for a homeowners association. 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, leveraging centralized technology and model solutions to serve a substantial client base.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Kevin K

Series 63, Series 65

Addison, TX

Valic Financial Advisors

Kevin Konkal is a financial advisor with VALIC Financial Advisors in Addison, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with VALIC Financial Advisors since 2000 and has also been associated with Agia since 2022. Outside of his advisory work, he serves as a mentor with Dallas Fellows, a program focused on developing leadership skills in college students through faith-based apprenticeships. 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 and operating at a large scale with over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Caleb L

Series 66

Addison, TX

Valic Financial Advisors

Caleb Logan is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at KPMG, LLP, and the University of Mississippi Athletics Business Office. Outside of his advisory work, he is 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 and financial planning through a large network of advisors. The firm emphasizes discretionary unified managed accounts and utilizes technology-driven, centralized investment solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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