Lana Stanford is a financial advisor at Valic Financial Advisors with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Valic Financial Advisors since 2014. In addition to her advisory role, she is an agent for Agia, where she works with 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Hayden Orr is a financial advisor at VALIC Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2015. In addition to his advisory role, he is an agent for non-securities insurance products with 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 UMA models for portfolio construction and management.

Ryan Brown is a financial advisor at Valic Financial Advisors in Carmel, IN, with 17 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, also holding a position at Agia since 2022. Outside of his advisory role, Brown serves on the board of directors for John Brown & Sons Farm, a family-owned agricultural business. 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 for portfolio construction.

Bryan Hoffman is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with the Jasper Stidham Endowment committee and serves as treasurer for the Pheasants Forever Sagamore Chapter, supporting local wildlife habitat and youth education. 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, employing Envestnet-developed UMA models and operating with approximately $26.4 billion in discretionary assets.

Steven Hull is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Valic Financial Advisors since 2011 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 and management.

Adam Bunday is a financial advisor with VALIC Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at VALIC Financial Advisors since 1999 and is also an agent with Agia, where he offers non-securities insurance products. Outside of his advisory role, he holds a notary public stamp, which he has offered without charge. 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 UMA models for portfolio construction and management.

Michael Matis is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 65 and Series 63 licenses and having eight years of industry experience. His career includes roles at Morgan Stanley, RenPSG, OneAmerica Securities, and a self-employed advisory period. He is also affiliated with Agia as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs. The firm operates at scale with over 1,200 advisors and utilizes technology-driven unified managed accounts through Envestnet’s platform.

Norman Merlet is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also involved with AGIA in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion for around 300,000 clients.

Jerilynn Holmes is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Valic Financial Advisors since 2019 and also has experience with Agia and Forum Credit Union. Holmes is licensed to offer non-securities insurance products through her role as an agent with 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.

Brock Noel is a financial advisor with Valic Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Valic Financial Advisors and Agia in 2024, he spent 19 years at TIAA-CREF. He is also 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Elijah Spears is a financial advisor with Valic Financial Advisors in Carmel, IN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia and the School of Rock. He is also an insurance agent for 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-developed UMA models for portfolio construction.

David Weir is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Valic Financial Advisors since 2003 and has also been associated with Agia since 2022. Outside of his advisory work, he serves on the board of Amparo, an organization focused on eliminating the sexual exploitation and trafficking of girls in Santa Cruz, Bolivia. 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 and providing various portfolio customization options.

Bryan Klemm is a financial advisor with VALIC Financial Advisors in Carmel, IN, holding a Series 66 designation and 23 years of industry experience. He has worked at VALIC Financial Advisors since 2010 and is also associated with Agia since 2022. Klemm serves as Treasurer of the Alpha Alpha Alumni Association for the Lambda Chi Alpha fraternity chapter at Butler University, overseeing non-investment financial matters. 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 various overlay services for portfolio management.

Martha Whitmill is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Carmel, IN, and has been with the firm since 2025. Prior to joining Valic, she held roles in the insurance industry and has experience with nonprofit organizations, including serving as treasurer for the John Wallace Chapter of the National Society of the Daughters of the American Revolution and as a board member for People & Animals Learning Services (PALS), a nonprofit providing therapeutic equestrian experiences. 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 and wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alyssa Ulrey is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials with 11 years of industry experience. Her prior roles include multiple positions at The Huntington National Bank and The Huntington Investment Company, spanning from 2014 to 2022, as well as a brief tenure at Mary Kay Cosmetics. She also serves as a non-securities insurance agent with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing discretionary unified managed accounts with a strong emphasis on centralized technology and model solutions.

Bradley Goodwin is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and is also associated with Agia, where he offers non-securities insurance products. Prior to his current roles, he was involved with IPitomy Communications, LLC and Goodwin Global Communications, LLC. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors nationwide.

Gary Bridwell is a financial advisor with VALIC Financial Advisors in Carmel, Indiana, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with VALIC Financial Advisors since 2005 and also holds a position as an agent with Agia. Outside of his advisory work, Bridwell co-owns a vacation rental business in Tennessee and serves as a board member of the Bedford Public Library in Indiana. 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 supporting tax and ESG overlay options.

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.

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.

Jordan Coffey is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Prior to joining Valic in 2022, he worked at Comprehensive Retirement Solutions and Cetera Advisors. Outside of his advisory role, Coffey is involved in driving for ride-share services and participates in a motorcycle-sharing program. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Todd Bieberich is a financial advisor with Valic Financial Advisors in Carmel, Indiana, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience and has worked at Valic Financial Advisors since 2007. In addition to his advisory role, he is associated with Agia in a non-securities insurance capacity. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centrally coordinated model solutions.

Dakota Bunday is a financial advisor with Valic Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Valic Financial Advisors, Dakota worked at IUPUI and FCHS for a combined eight years. 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 clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and employs discretionary unified managed accounts with tax-aware and impact overlays.

Julia Sears is a financial advisor with Valic Financial Advisors holding a Series 66 credential and five years of industry experience. She previously worked at Purdue Federal Credit Union for twelve years and has been associated with AIG/VALIC Financial Advisors since 2019. Outside of her advisory role, she assists part-time with a local photography studio, helping take photos at schools and sports events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering services such as portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages roughly $29.2 billion in assets and utilizes centralized technology and model solutions to support its extensive client base.

Christopher Routt is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing two years of industry experience. Prior to joining Valic, he held roles with Agia and worked extensively in education with the Scott County School District #2 and Indiana Wesleyan University. Routt is also president of Mr. Foto, Inc., a professional photography business, and serves on the boards of the Scott County Community Foundation and The Refuge for Children, an emergency shelter for displaced youth. 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 and brokerage services, utilizing Envestnet-developed UMA models and providing options such as Tax Overlay and ESG Overlay services.

Saul Alvarez Jr. is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Alvarez also has experience as an agent for 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on a centralized technology platform.

Amber Morris is a financial advisor with Valic Financial Advisors in Carmel, IN, holding a Series 66 designation and 14 years of industry experience. She has been with Valic Financial Advisors since 2012 and also works as an agent for Agia. Outside of her advisory work, Morris serves as the treasurer and a board member of Mercy Road Church Northeast. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

John Kitlinski is a financial advisor with Valic Financial Advisors in Carmel, IN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Axa Advisors LLC and has served as an agent for Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, through a large network of advisors offering portfolio management, financial planning, and unified managed accounts utilizing Envestnet’s platform.