Estephania Vazquez Ramirez is a financial advisor at Valic Financial Advisors in Houston, TX, with one year of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Universal Processing and World Financial Group. She is also appointed as an agent to sell 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 discretionary unified managed accounts through a large network of advisors and leverages centralized technology and third-party model managers.

Dereik Smith is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. His prior roles include positions at Scottrade/TD Ameritrade and Greater Houston Partnership. He is also involved with Prevail Athletic Training, where he has been active for nine 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 a range of investment advisory and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

Aleasia Thomas is a Series 66-licensed advisor with Valic Financial Advisors in Houston, TX, holding four years of industry experience. She previously worked at Travelers Insurance Company for 23 years and has been involved with Agia since 2022. Outside of financial advising, she is a partner in People First Medical Supply, a retail medical equipment business, where she handles accounting and limited sales. 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 and utilizes discretionary unified managed accounts with centralized technology and model solutions.

Quang Tran is a financial advisor at Valic Financial Advisors based in Houston, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Invesco Ltd. Outside of his advisory work, 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 and operating at a large scale with over 1,200 advisors.

Joseph Lacy is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes six years at CarMax and time at Fredy Kia. Valic Financial Advisors primarily serves 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 uses centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Tanner Patterson is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia, Sonic Automotive, The BoldMD, Mahindra Agriculture of North America, and Kubota North America. 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, 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.

Jasmine Henderson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and five years of industry experience. She has worked at Valic Financial Advisors since 2020 and has held roles at various other firms including Agia and Doordash. Outside of her advisory role, she is an agent for non-securities insurance products with 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 utilizes discretionary unified managed accounts through Envestnet’s platform and offers multiple wrap programs, portfolio management, and financial planning services supported by a large network of advisors.

Michael Green is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Agia and Rethink Wealth. In addition to his advisory work, he is 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 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, leveraging a technology-driven platform and multiple wrap programs.

James Baker is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Valic, he worked at Agia and held positions related to residence life and education at Sam Houston State University and Conroe Independent School District. 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 multiple wrap programs, utilizing a large network of advisors and centralized technology to manage approximately $29.2 billion in assets.

Ryan Richardson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has served on the Board of Directors for the City of Conroe Municipal Management District No. 3 since 2020 and works as a CrossFit coach outside of his advisory role. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and provides discretionary managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

Jason Cohen is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Valic Financial Advisors since 2020 and previously spent seven years with TIAA-CREF. 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 to construct client portfolios.

Alan Salinas is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to his advisory role, he worked six years at Menchies Frozen Yogurt. Salinas is also an agent appointed to sell 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 unified managed accounts through a network of over 1,200 advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions within a combined advisor and broker-dealer structure.

Matthew Guthrie is a financial advisor at Valic Financial Advisors in Houston, TX, with six years of industry experience. He holds the Series 63, 65, and 66 designations. Outside of his advisory role, he works as a licensed real estate agent and assists clients with buying and selling homes. Valic Financial Advisors primarily serves individual investors, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on Envestnet’s platform.

Robert Horswell is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Texas A&M University and International Diamond Services Inc. 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 clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs. The firm uses discretionary unified managed accounts with Envestnet’s platform and supports advisors through centralized technology and a large network of over 1,200 representatives.

Bradley Davis is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at VALIC Financial Advisors since 2011 and is currently associated with Agia. Outside of his advisory role, Davis owns several woodworking businesses, creating and selling custom furniture and wood items. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Patrick Ricci IV is a financial advisor at VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at VALIC Financial Advisors since 2017 and also spent time at Agia, where he is involved in non-securities insurance products. Prior to his advisory roles, he worked at Rawls College of Business. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Garrett Gowan is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also associated with Agia in a non-securities insurance capacity. 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.

Ishmel Slaughter is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 designations and having one year of industry experience. His prior roles include positions at Valic Financial AIG and PrimeWay Federal Credit Union. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of investment advisor representatives. The firm manages roughly $29.2 billion and uses centralized technology and model solutions to support its extensive client base.

Cody Hamrick is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously at Academy from 2012 to 2018. Outside of his advisory role, he 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, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Zachary Borens is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked at VALIC Financial Advisors since 2018 and also holds a position with AGIA, where he is 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 uses discretionary unified managed accounts and offers portfolio management and financial planning services through a large network of advisors, operating at scale with a significant client base and a reliance on centralized technology and model solutions.