Mazher Mir is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at Morgan Stanley and TD Ameritrade. Outside of finance, he contributes as an OpEd writer for the Dhaka Tribune and serves as a mentor and advisor to the CEO of Roybi Robots. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models for portfolio construction and management.

Russell Jones is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton and Franklin Distributors. In addition to his advisory role, he is 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Dane Sincere is a financial advisor at VALIC Financial Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 1997. He also serves as trustee of his family trusts, managing financial and administrative responsibilities for his siblings. 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 and providing optional Tax Overlay and ESG Overlay services.

Douglas Kyro is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position with Agia, where he is involved with non-securities insurance products. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Brian Bain is a financial advisor with Valic Financial Advisors in Roseville, CA, holding a Series 66 credential and 19 years of industry experience. He has been with Valic Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, he is involved as an agent for 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a broad range of investment options.

Victoria Jopson is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Roseville, CA, and has seven years of industry experience. She has been with Valic Financial Advisors since 2008 and also 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Creech is a financial advisor with Valic Financial Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1997 and also works with Agia. Outside of his advisory roles, he serves as Chair of the Associate Member Committee for the California Association of School Business Officials, a volunteer position supporting vendors working with California school districts. 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 discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

William Sullivan II is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2007. He also has roles at AGIA, American General Life Insurance, and AIG Capital Services. Outside of his advisory work, he acts as an insurance 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 consulting services through a large network of advisors and implements discretionary unified managed accounts using Envestnet’s platform and third-party model managers.

Justin Ozeroff is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Valic Financial Advisors since 2012 and at Agia since 2022. Outside of his advisory work, he is involved as an agent in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion through over 1,200 advisors, offering wrap programs, portfolio management, and financial planning services with a focus on discretionary unified managed accounts and model-based investment solutions.

John Lee is a financial advisor with VALIC Financial Advisors in Roseville, CA, holding a Series 66 credential and 22 years of industry experience. He has been with VALIC since 2004 and is also involved in coaching a youth ski team at Sierra At Tahoe and instructing at The Picklr sports club on weekends. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Christian Bower is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and seven years of industry experience. His career includes roles at Edward Jones, Persona, and Agia. Outside of finance, he is a musician and songwriter who records and releases music on platforms such as Spotify and Apple Music. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed model portfolios and various overlay options.

Tosh Matteis is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Agia and Princor Financial Services Corporation. Outside of his advisory work, Matteis serves as a junior varsity volleyball coach for the Roseville Joint Union High School District. 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, using Envestnet-developed UMA models for portfolio construction and management.

James Ferguson is a financial advisor at VALIC Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with VALIC since 2015. In addition to his advisory role, he is an agent for non-securities insurance products at 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ryan Russo is a financial advisor with Valic Financial Advisors in Roseville, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Agia and AIG Retirement Services, as well as work outside the financial sector at Sonoma State University and Uber Technologies Inc. He is also an agent for non-securities insurance products with 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, utilizing centralized technology and model solutions to support a substantial client base.

Kerri Peterson is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 66 designations and over 32 years of industry experience. She has been with Valic Financial Advisors since 2000 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.