Jory Thompson is a Series 66-licensed financial advisor with Valic Financial Advisors in Great Falls, MT. He joined the firm in 2025 and has a background in education, having worked with Big Horn County School District #4 and Fort Benton School District for a combined 14 years. Valic Financial Advisors serves 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, utilizing centralized technology and third-party model managers.

Brian Olsen is a financial advisor at Valic Financial Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2005. He is also affiliated with Agia, where he serves as an agent for non-securities insurance products. 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 using a centralized technology platform.

Jake Olsen is a financial advisor with Valic Financial Advisors in Great Falls, MT. He holds the Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he worked at the University of Providence and Charles M Russell High School. Outside of his advisory work, he is also an agent selling non-securities insurance products for AGIA. Valic Financial Advisors serves primarily 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, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.