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Donald H

Series 63, Series 65

Gainesville, FL

Valic Financial Advisors

Donald Hartman is a financial advisor with Valic Financial Advisors in Gainesville, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Hartman has worked at VALIC Financial Advisors since 2000 and is also an agent with Agia, where he provides 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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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William G

Series 66

Gainesville, FL

Valic Financial Advisors

William Gecks is a financial advisor at Valic Financial Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2013. Gecks also has prior experience at First Command Brokerage Services, Inc. and serves as a non-securities insurance agent outside of his advisory role. Valic Financial Advisors primarily serves 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 and utilizes centralized technology and model solutions to support its operations.

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

Series 66

Gainesville, FL

Valic Financial Advisors

Daniel Sarmiento is a financial advisor with Valic Financial Advisors in Gainesville, FL. He holds a Series 66 designation and has been with the firm since 2025. Prior to his advisory role, he worked in the food service industry and fitness sector. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily 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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Julio S

Series 63, Series 65

Gainesville, FL

Valic Financial Advisors

Julio Sarmiento is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at VALIC Financial Advisors since 2001 and is also an agent with Agia. Outside of finance, he serves as a press box announcer for University of Florida football and baseball games and provides official game statistics for CBS Sports broadcasts. 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 and operating at scale with over 1,200 advisors.

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

Series 66

Gainesville, FL

Valic Financial Advisors

Cody Clayson is a financial advisor with Valic Financial Advisors in Gainesville, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Outside of financial advising, he is a member and capital provider of A&C Business Ventures, LLC, an event equipment rental 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, wrap 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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Ralph R

Series 63, Series 66

Gainesville, FL

Valic Financial Advisors

Ralph Robbins III is a financial advisor with Valic Financial Advisors in Gainesville, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves 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, wrap 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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