Lisa Crawford is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves as an agent for 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, utilizing Envestnet-developed UMA models for portfolio construction.

Steven Magidson is a financial advisor with Valic Financial Advisors in Merrillville, IN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Valic Financial Advisors since 1983 and also holds an agent position 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, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jillian Kucik is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BANK of AMERICA, N.A. and Merrill. Jillian is also involved with Structured Realty Group, LLC and serves as an agent for non-securities insurance products at AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including 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, implementing discretionary unified managed accounts via Envestnet’s platform and providing various overlay services.

Jeremy Crocker is a financial advisor with Valic Financial Advisors in Merrillville, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Migration Wealth Management, LLC. 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 and employs centralized technology and model-based investment solutions.