Stephanie Ellis is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also the owner of Platinum Solutions, a business that provides counseling and assistance to small business owners in preparing loan applications. Additionally, she is an Avon consultant and an agent for non-securities insurance products through 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large advisor network.

Teneshia Eleby is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, bringing three years of industry experience. She previously worked at AIG from 2006 to 2022 and has been associated with Agia since 2023, where she is appointed as an agent to sell 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, using Envestnet-developed models for portfolio construction and management.

Tatum Garcia is a financial advisor at Valic Financial Advisors with one year of industry experience. Prior to joining Valic in 2025, Garcia held positions in various organizations including Vitalus Health and Flatbay Capital. Outside of advisory services, Garcia is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes Envestnet’s platform for unified managed accounts and employs a centralized technology approach to manage approximately $29.2 billion in assets.

Mary Hollier is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Valic Financial Advisors since 2013 and is also an agent with Agia, where she engages in non-securities insurance products. 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.

Sean Cosme is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic, he held positions at Cost Plus World Market and Range USA, and has a background in full-time education spanning a decade. 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 manages approximately $29.2 billion and employs technology-driven discretionary unified managed accounts through a network of more than 1,200 advisors.

Nicholas Eoff is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and with 12 years of industry experience. He has been with Valic Financial Advisors since 2014. Valic Financial Advisors, Inc. 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 offers wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and model solutions.

Ryan Gloff is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at AIG Capital Services, America General Life Insurance, and Agia, where he also 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 and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts, operating at scale with a technology-driven approach and a broad network of advisors.

Jason Hennington is a financial advisor at VALIC Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC since 2014. Hennington also serves as an agent with Agia, providing 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 UMA models for portfolio construction.

Corey Belcher is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked with VALIC Financial Advisors since 2017 and previously with Dan Ferrante State Farm. Outside of his advisory role, Belcher serves as the Campus Production Director at Hope City, where he leads and trains volunteers in audio, video, and lighting for Sunday services. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a network of over 1,200 advisors. The firm manages discretionary unified managed accounts using Envestnet’s platform and emphasizes centralized technology and model solutions to support a large client base.

Matthew Rosenlieb is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and four years of industry experience. Prior to joining Valic Financial Advisors in 2022, he worked at Celestial Displays for six years and Ragin Cajun for one year. Outside of advisory work, Rosenlieb is also an agent involved in 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 unified managed account services through a large network of advisors and emphasizes technology and model-driven solutions.

Sonia Mchenry is a financial advisor at VALIC Financial Advisors in Houston, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Apollo Rehab/The Medical Resort of The Woodlands and Synergy Care, Inc. She is also an insurance agent for Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

Tobechukwu Uchidiuno is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 credential and has been in the industry since 2025. Prior to joining Valic Financial Advisors, he worked at Boursecorp and MusFit. He is also an appointed agent to sell non-securities insurance products for AGIA. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Skehan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jeremiah Weathersbee is a Series 66 credentialed financial advisor with Valic Financial Advisors in Houston, TX. He has been with Valic Financial Advisors since 2026 and has prior experience at Hickman, Goza & Spragins. 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 using a technology-driven platform and a broad network of advisors.

Allison Bunch is a financial advisor at Valic Financial Advisors with four years of industry experience. She holds Series 66 and Series 63 licenses and has previous experience with firms including Jungman Financial, Oak Harvest Insurance Services, AIG Capital Services, and American General Life Insurance. Valic Financial Advisors, Inc. 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 offers discretionary unified managed accounts, financial planning, and consulting services through a large network of advisors and employs centralized technology and model solutions to manage approximately $29.2 billion in assets.

Brian Dubose Jr. is a financial advisor at VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at Best Buy and Agia, where he also serves as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Christian Hawley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, Series 65, and Series 66 licenses. He has three years of industry experience and has previously worked with firms including 49 Wealth Management and Purshe Kaplan Sterling Investments. Valic Financial Advisors, Inc. 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 advisors. The firm operates at scale with more than 1,200 advisors managing roughly $29.2 billion in assets.

Carlee Ross is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and two years of industry experience. She also works as an agent selling non-securities insurance products for Agia and has been self-employed since 2015. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors.

Baldemar Garza is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at BOK Financial, Merrill, and Bank of America. Outside of finance, he is the founder and captain of Houston Hotties, a nonprofit competitive running team. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Gregory Rodriguez is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Agia, Corebridge Financial, the National Security Innovation Network, the University of Houston, H-E-B, and educational positions at Clements High School and First Colony Middle School. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.