Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Sarah H

Series 66

Houston, TX

Valic Financial Advisors

Sarah Hughes is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to her current role, she worked at Agia and has a background that includes positions at Genesis Reference Lab and Chabado Genomics. Outside of her advisory work, she is also an agent for 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
user avatar
firm logo

Stephanie C

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Stephanie Cortez is a financial advisor at VALIC Financial Advisors in Houston, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2018. Outside of her advisory role, she is also an agent for non-securities insurance products at 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 through its broker-dealer operations.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Kyle F

Series 66

Houston, TX

Valic Financial Advisors

Kyle Faldyn is a financial advisor with Valic Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Valic, he has held roles at AGIA and other companies. Outside of his advisory work, he is the founder and author at Balanced House Studios LLC, where he is preparing to self-publish a novel. 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 representatives.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Austyn K

Series 66

Houston, TX

Valic Financial Advisors

Austyn Kay is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Valic, Kay worked at Agia and has experience in the non-securities insurance sector as an appointed agent. Valic Financial Advisors serves primarily 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 investment advisor representatives.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Corey W

Series 66

Houston, TX

Valic Financial Advisors

Corey Wilcox is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at Team FESA, Guardify Insurance Group, and Retirement Education Partners. 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 clients, and supports corporate and retirement-plan participants through discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Steven M

Series 66

Houston, TX

Valic Financial Advisors

Steven Morris is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Valic, he worked at S&P Global for three years and at Aramco Americas for ten years. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account programs through a large network of advisors. The firm manages assets at scale, utilizing centralized technology and model solutions to support its advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Bayar H

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Bayar Hamid is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Valic Financial Advisors since 2009 and also serves as an agent for Agia, offering non-securities insurance products. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors nationwide.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Tad S

Series 66

Houston, TX

Valic Financial Advisors

Tad Sresthaphunlarp is a financial advisor at VALIC Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at VALIC Financial Advisors since 2020 and Agia since 2022. Outside of advising, he is involved as an agent offering 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
user avatar
firm logo

Stephanie H

Series 66

Houston, TX

Valic Financial Advisors

Stephanie Harrison is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and six years of industry experience. She has worked at VALIC Financial Advisors since 2020 and previously at Flight Services International from 2014 to 2020. In addition to her advisory role, she is an agent for non-securities insurance products at Agia. 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. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and maintains a large network of advisors supported by centralized technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Matthew G

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Matthew Griggs is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Fox Corporate Housing. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 wrap programs through a large network of advisors. The firm uses Envestnet’s platform for discretionary managed accounts and provides overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Chandra R

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Chandra Rollins is a financial advisor at Valic Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. Additionally, she is involved with Agia as an agent offering 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
user avatar
firm logo

Eric T

Series 66

Houston, TX

Valic Financial Advisors

Eric Thompson is a Series 66-licensed financial advisor with Valic Financial Advisors in Houston, TX, bringing three years of industry experience. He has previously worked with L3 Resources and holds an agent position at AGIA, where he sells non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform and offers tax-aware and impact/ESG overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Jules G

Series 65, Series 63

Houston, TX

Valic Financial Advisors

Jules Green is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he worked at Kohl's Corporation and has experience at Chevron. He is also involved with AGIA as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and emphasizes centralized technology and model solutions to support its extensive client base.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Mohammad Q

Series 66

Houston, TX

Valic Financial Advisors

Mohammad Qureshi is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Merrill, Empower Retirement, and independent insurance-based financial advising. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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 client portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Lucia C

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Lucia Cruz is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Agia, AIG Capital Services, American General Life Insurance, VALIC Financial Advisors, and JP Morgan. Outside of finance, she operates a photography business providing portrait, event, and art print services. 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 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Constantinos P

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Constantinos Parlas 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. He has worked at AIG Capital Services since 2016 and with VALIC Financial Advisors since 2014. 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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Jared S

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Jared Sandlin is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and also holds a position as an agent with Agia, where he is involved in non-securities insurance products. Prior to Valic, he was employed with NCSA Next College Student Athlete. 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 operating with approximately $26.4 billion in discretionary assets under management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Matthew C

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Matthew Crouch is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia as an agent for 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 UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Tharindu W

Series 66

Houston, TX

Valic Financial Advisors

Tharindu Wanigatunga is a financial advisor with Valic Financial Advisors in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked in various roles across multiple industries, including medical technology and laboratory services. 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, leveraging centralized technology and model solutions to support its large client base.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Patrick R

Series 66, Series 63, Series 65

Houston, TX

Valic Financial Advisors

Patrick Reilly is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66, 63, and 65 licenses and bringing five years of industry experience. His prior work includes roles at Foundation Automotive and Manvel Automotive, among others. He is also involved as an agent for non-securities insurance products through 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 discretionary unified managed accounts through a large network of advisors. The firm manages assets at scale, supporting nearly 300,000 clients with a significant reliance on technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)