Truitt Forrester is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, Forrester held roles in various companies including Integrity Medical and Palomar Commercial Real Estate. 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 employs a model-driven approach using discretionary unified managed accounts on Envestnet’s platform and offers a range of financial planning and portfolio management services through a large network of advisors.

Derrick Merck is a financial advisor with Valic Financial Advisors in Augusta, GA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. His career includes positions at Agia, where he also works as an insurance agent, Ameriprise Financial Services, Inc., and Axa Advisors, LLC. 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.

Kristin Cruz is a Series 66-licensed financial advisor with Valic Financial Advisors in Augusta, GA, and has 10 years of industry experience. She has worked at Valic Financial Advisors since 2015 and holds a position at Agia since 2022. Outside of her advisory role, she operates as a notary, providing services related to payroll form notarization for the Richmond County Board of Education. 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.

Eric Swierski is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an Operations Stewardship Team member at the First Presbyterian Church of Augusta, overseeing the church’s financial budgeting and expense monitoring. 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 for portfolio construction and management.

Ross Douglas is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also worked with Agia since 2022. Outside of advisory work, he owns rental properties managed by a third-party company. 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.

Charles Mahaffey is a CFP® professional with 13 years of industry experience, currently serving at Valic Financial Advisors since 2018. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he holds leadership roles in his community, including serving as a deacon at First Presbyterian Church in Augusta and as a board member of the Fellowship of Christian Athletes in Richmond County. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet UMA models for portfolio construction and supports a large client base through its network of over 1,200 advisors.