Marko Majstorovic is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Agia and positions in university housing departments at The University of Texas at Tyler and Tyler Junior College. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. 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 to construct client portfolios.

Jamie Andersen is a financial advisor at Valic Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Lincoln Financial Distributors, Inc., and Nationwide Financial. 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 with options for tax and impact overlay services.

Vyvyann Wong is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has been with Valic Financial Advisors since 2013 and also holds a role 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, consulting, and brokerage services through its broker-dealer operations.

Eric Soto Fernandez is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 66 licenses and has been working in the financial services industry since 2022, including roles at Bank of Texas and Ameriprise Financial. 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.

Nestor Barrera is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valic since 2008, with prior experience at AIG Capital Services and AIG Retirement Advisors. Outside of his advisory work, he manages and maintains two single-family rental homes. 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 and financial planning through a large advisor network, utilizing discretionary unified managed accounts and centralized technology platforms.

Michael Sheffler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and also holds an agent position at Agia, where he is involved with non-securities insurance products. 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 consulting services, utilizing discretionary unified managed accounts and centralized technology to support a large client base.

Rickey Carlson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at firms including AIG Capital Services, Inc., LPL Financial, and Symphony Financial, Ltd. Co. Outside of advisory services, he is 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 with a focus on diversified asset allocation and periodic rebalancing.

Corey Steinmann is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 registrations. He has 10 years of industry experience and has been with Valic Financial Advisors since 2016. Additionally, he has a role as an agent at AGIA, where he works with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with overlay services for taxable equity portfolios.

Tiffany Hart is a financial advisor at Valic Financial Advisors in Houston, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Amegy Bank, Goosehead Insurance, and Wells Fargo Bank. Outside of her advisory role, she has been involved with Whiskey Time Farm since 2019. 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 managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Laible is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Valic Financial Advisors in 2017, he worked at Texas A&M University for one year and has held an agent role at Agia since 2022, focusing on non-securities insurance products. Valic Financial Advisors serves a broad range of U.S. clients, including high and ultra-high net worth individuals and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a technology-driven approach.

Alexis Murillo is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing one year of industry experience. Prior to his current role, he has held positions at Valic Financial Advisors, Agia, Stellar Bank, Soft Touch Dental Spa, Comerica Bank, Men’s Wearhouse, and McDonald’s. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 through a large network of advisors, utilizing discretionary unified managed accounts with advanced technology and model solutions.

Joshua Wheat is a financial advisor at Valic Financial Advisors in Houston, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2008. In addition to his advisory role, Wheat is an agent for non-securities insurance products with Agia. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors and employs a technology-driven approach with discretionary unified managed accounts using Envestnet’s platform.

Danika Korenek is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having 11 years of industry experience. She has been with Valic Financial Advisors since 2015 and is also engaged as an agent for Agia and works as a food deliverer for Uber Eats. 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 and operating at scale with over 1,200 advisors.

Allen Lyttle is a financial advisor at Valic Financial Advisors with 24 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Valic Financial Advisors in 2026, he worked for Next Financial Group Inc for 22 years. 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 through a large network of advisors, utilizing discretionary unified managed accounts and model solutions on Envestnet’s platform.

Steven Jenkins is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, TIAA, and RE/MAX Commercial Advisors Group. Jenkins is based in Houston, TX. 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 discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions across its platform.

Matthew Bartula is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked for Sparrowhawk LLC from 2016 to 2023. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 financial planning, portfolio management, and discretionary unified managed accounts using Envestnet’s platform, operating at scale with more than 1,200 advisors managing approximately $29.2 billion.

Jose Rodriguez is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 66 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles in education at the University of Houston-Downtown and Houston Community College, as well as service positions in the food industry. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts and a blend of technology and model solutions to support its large client base.

Corey Armstrong is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Agia and Tapfin/EY. Outside of his advisory role, he is also an agent for non-securities insurance products with Agia and works as a delivery driver. 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 and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and model solutions.

Candace Johnson is a financial advisor at Valic Financial Advisors with four years of industry experience and holds a Series 66 designation. Her career includes roles at Agia, PNC Bank, BBVA USA, and State Farm. In addition to her advisory work, she is also an agent for 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with tax-aware and impact/ESG overlay options.

Esmeralda Gonzales is a financial advisor at Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes a decade at Orion Real Estate and a role as an agent selling non-securities insurance products for AGIA. She is also the owner of a cleaning company, though it is not currently active. 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-developed UMA models for portfolio construction.