Wendy Kickhofel is a financial advisor at Valic Financial Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Valic Financial Advisors since 2018. Prior to that, she was with Money Concepts Capital Corp from 2016 to 2018 and AGIA since 2022. Outside of her advisory work, she manages a rental property as a sole proprietor. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including 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, utilizing discretionary unified managed accounts and third-party UMA model managers.

Jesse Wickham is a financial advisor with Valic Financial Advisors in Pensacola, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with Valic Financial Advisors since 2015 and also works with Agia in a non-securities insurance capacity. 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 using Envestnet’s platform, operating at scale with over 1,200 advisors and approximately $29.2 billion in assets under management.

Timothy Schossow is a CFP®-credentialed financial advisor with Valic Financial Advisors, bringing 16 years of industry experience. He has worked at Valic Financial Advisors since 2011 and has held a position with Agia since 2022. Outside of his advisory work, he operates BEACH BUM TROLLEY, providing transportation services for events such as weddings and military reunions in Pensacola, 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.