Ashton Brown is a Series 66 licensed financial advisor with Valic Financial Advisors in Houston, TX, with one year of industry experience. Prior to joining Valic, he worked at Comerica Bank for seven years and has held roles at Uber and Agia. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products and also works as a driver for Uber. 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 various overlay options.

Dana Smith is a financial advisor at Valic Financial Advisors with 11 years of industry experience. She holds the CFP® designation and a Series 66 license. Dana has been with Valic Financial Advisors since 2015 and has additional experience with AGIA since 2022. Outside of finance, she is involved in affiliate marketing focused on beauty products such as skincare and makeup, creating and sharing product-related content on social media. 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 via a large network of advisors, implementing discretionary unified managed accounts with a reliance on centralized technology and model solutions.

Karly Hughes is a financial advisor with Valic Financial Advisors in Houston, TX. She holds a Series 66 designation and joined the firm in 2025. Prior to her current role, Hughes worked in various positions primarily within dental and medical-related organizations. She is also appointed as an agent to sell 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 to construct client portfolios.

Dr. Michelle Lloyd is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She is also the founder of Lloyd Learning Labs, an organization that supports parents coping with anxiety related to their teens leaving home after high school. Additionally, she serves as an agent selling non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers tax-aware and ESG overlay services.

Vianne Dorak 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, she held positions in the insurance and hospitality industries and has served as an agent selling non-securities insurance products. She also has a background that includes roles in education. 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 advisors. The firm utilizes discretionary unified managed accounts and technology-driven model solutions to manage assets on a significant scale.

Leslie Halpern is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Valic in 2022, Halpern worked at Horace Mann Companies and Futurity First, among other firms. Outside of advising, Halpern is an insurance agent with 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models and operating with a large advisory team.

Jaden Enbysk is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Valic Financial Advisors in 2025, he held roles at Barnes & Noble, Skyways Media, Cobot Nation, and Shelton & Steele. 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 discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions at scale.

Danielle Lake Nestor is a financial advisor at Valic Financial Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Retirement Advisors and Agia. Outside of her advisory role, she is an agent involved 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, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base through a team of over 1,200 advisors.

Kyle Mason is a financial advisor with VALIC Financial Advisors in Houston, TX, holding CFP® and ChFC® designations and the Series 66 license. He has four years of industry experience, including roles at Bank of America, Merrill, and AGIA. Outside of financial advising, Mason participates in affiliate marketing through Pinterest, posting product images linked to Amazon.com. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and leverages centralized technology and model solutions across its advisory services.

Joseph Briggs is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Directed Trust Company and IRA Plus Southwest. Outside of his advisory work, he has experience as an agent selling non-securities insurance products for AGIA and operated a photography business for six years. 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 for portfolio construction and management.

Michael Branham is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked at Valic Financial Advisors since 2018 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. Prior to his advisory roles, he spent five years with Villasport Athletic Club & Spa. Valic Financial Advisors serves primarily 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.

Scott Burman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Valic Financial Advisors and affiliated AIG entities since 2014. Outside of finance, Burman is the owner of Burman Vocal Productions, a voice-over talent business he has operated since 2008. 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 and operating at scale with over 1,200 advisors.

Bryant Johnson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. He has been with Valic Financial Advisors since 2016 and is also an agent at Agia, providing 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 multiple wrap programs, utilizing a large network of advisors and technology-driven unified managed accounts.

Brian Wolf is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and also has experience with SagePoint Financial and Agia. Outside of his advisory role, he is involved with Agia as an agent offering 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 provides portfolio management, financial planning, and unified managed account services through a large network of advisors and uses technology-driven solutions to manage a significant client base.

Lawrence Francis III is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience with KMG Ventures and Volunteers of America. Outside of advising, he owns a clothing and branding business, Lawrence Glory LLC, which designs and manufactures promotional merchandise. 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.

Clayton Nieman is a financial advisor with Valic Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Clayton has worked at Valic Financial Advisors since 2013, with a brief period of unemployment in 2021, and currently holds a position with Agia related to 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.