Tracy Lampman is a CFP® professional with 27 years of experience, currently serving at Valic Financial Advisors since 1999. She also holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a limited liability partner in Corinthian Investments, LLC. Valic Financial Advisors primarily serves U.S. 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 and operating at scale with over 1,200 advisors.

Brent Moeller is a financial advisor with VALIC Financial Advisors who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked at VALIC Financial Advisors since 2014 and is also affiliated with Agia. Outside of his advisory role, Moeller serves as a board member of the Central Lutheran Foundation and as Treasurer for Central Lutheran Church, both nonprofit organizations in Eugene, Oregon. 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 maintaining a large client base with a broad advisory network.

Kendra Plueard is a financial advisor with Valic Financial Advisors in Eugene, OR, holding a Series 66 designation and eight years of industry experience. She has worked at Valic since 2015, transitioning to Valic Financial Advisors in 2018, and has been associated with Agia since 2022. Outside of her advisory role, she occasionally sells personal items on eBay through a virtual garage sale. 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 and management.

Brian Barker is a financial advisor with Valic Financial Advisors in Eugene, OR, holding the CFP® and ChFC® designations and Series 63 and 65 licenses. He has 16 years of industry experience and has worked with firms including AGIA and AIG Capital Services. Outside of advisory services, he is involved as an agent offering 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 discretionary unified managed accounts through a large network of advisors, managing approximately $29.2 billion in assets.

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.

Kristine Worden is a Series 66-licensed financial advisor with Valic Financial Advisors in Eugene, OR, bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2013 and holds a concurrent position as an agent with Agia, focusing on 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.