Peter Lupone is a CFP® professional with 37 years of industry experience, currently serving at Valic Financial Advisors since 2010. He also holds Series 63 and Series 65 licenses and has been associated with Agia since 2022, where he is involved in 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 UMA models to construct client portfolios.

Nain Perez is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Merrill, Ameriprise, and Agia. Outside of advisory work, he is involved in real estate activities, including owning and operating an LLC to purchase and manage real estate assets within a self-directed IRA, as well as occasional buying and reselling of raw land. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven model approach.

Joshua Cervantes is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at New York Life Insurance Co., NYLIFE Securities LLC, and BBVA Compass. He also serves as an agent for AGIA, selling non-securities insurance products. 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 manages approximately $29.2 billion and supports close to 300,000 clients with centralized technology and model solutions.

Tim Mcdonald is a financial advisor with Valic Financial Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Valic Financial Advisors since 2005 and is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services, managing approximately $29.2 billion across nearly 300,000 clients.

Tom Rosenbaum Jr. is a CFP®-certified financial advisor with Valic Financial Advisors, where he has worked for 24 years. He holds the Series 66 designation and has 26 years of industry experience. In addition to his advisory role, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based 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-developed UMA models to construct client portfolios.

Rose Bizarro is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at Centaurus Financial, Inc., Steadfast Companies, and Money Concepts Capital Corp. Outside of her advisory work, she hosts foreign exchange students in her home on a temporary basis. 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.

Collins Jones is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Valic Financial Advisors since 2010 and also works as an Uber driver on weekends and evenings. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and supports 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 and management.

Benjamin Sturkie is an advisor with Valic Financial Advisors in Riverside, CA. He holds Series 63 and Series 66 licenses and has less than one year of industry experience. Outside of his advisory role, he is involved with Ojai Pizza. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth and ultra‑high net worth clients, as well as employer‑sponsored retirement participants. The firm employs discretionary unified managed accounts with multiple wrap programs and offers portfolio management and financial planning through a large network of advisors.

Erin Green is a financial advisor at Valic Financial Advisors with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Merrill, UBS Financial Services, Stifel, and Agia. In addition to her advisory role, Erin is 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 to construct client portfolios.

David Cockeram is a financial advisor with Valic Financial Advisors in Glendale, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent 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.

Kevin Landen is a financial advisor with Valic Financial Advisors in Riverside, California, holding Series 63, 65, and 66 licenses and having 19 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also has a background with Agia since 2022. Additionally, he is involved in real estate activities, working as a real estate agent focusing on listing properties for family and friends. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, using discretionary unified managed accounts and overlay services to tailor client portfolios.

Roel Aguinaldo is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at VALIC Financial Advisors since 2017. Outside of his advisory role, he operates an affiliate marketing business focused on health and fitness 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.

Scott Meinert is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also an agent at Agia, where he offers 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 provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.