Juan Restrepo is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Gioia Conde LLC, Agia, Equitable Advisors, Axa Advisors, BioSenseS Group, and One Eleven Capital Group. Outside of his advisory work, he serves as a director on the board of his condominium association in Key Biscayne, FL. 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 maintaining substantial assets under management.

Daniel Contreras is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at Valic Financial Advisors since 2021 and previously at Equitable Advisors and Axa Advisors. He is also an agent for Agia, involved in 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 employs discretionary unified managed accounts and offers tax-aware and impact/ESG overlay options using centralized technology and third-party model managers.