Brandee Lusch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2016 and is also involved in customer service and educational activities at Galen Glen Winery. 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 with a large network of investment advisor representatives and a sophisticated technology framework.

Amanda Liscio is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Valic Financial Advisors since 2012 and holds a role 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 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.

Thomas Siegfried is a financial advisor at Valic Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Diehl Toyota of Butler. Outside of his advisory role, he is affiliated with AGIA, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves 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 unified managed accounts using third-party models and technology, managing approximately $29.2 billion across more than 1,200 advisors.

Jeffrey Hofmann is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with VALIC Financial Advisors, Inc. since 2010 and also holds an agent position at Agia, 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Pearl Graham is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 65 designations and with 25 years of industry experience. She has been with VALIC Financial Advisors since 2001 and is also involved as the Supervisory Committee Chairperson of her local credit union, where she assists with annual audits and compliance testing. 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.

Bradley Boandl is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Valic Financial Advisors since 2018 and also has experience as an agent at Agia and as a bartender at Northampton Country Club, where he worked on weekends handling reservations and bar service. Valic Financial Advisors serves primarily 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 a technology-driven approach with discretionary unified managed accounts and serves a high volume of clients.

Danielle Bailey is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at several firms, including Keller Williams and IVC Wealth Advisors. Outside of her advisory role, she pursues real estate as a part-time activity, assisting friends and family with residential property transactions. 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 and ESG overlay services.

John Soika Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Ikechukwu Pius Nwagwu is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2017. Nwagwu also has experience with Heartland Payment Systems and serves as an agent for non-securities insurance products through AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and utilizes discretionary unified managed accounts and overlay services through advanced technology platforms.

Collin Cutshall is a Series 66-registered financial advisor with Valic Financial Advisors, Inc. He has one year of industry experience, having joined Valic Financial Advisors in 2026. Prior to his current role, his work history includes positions outside the financial sector. Valic Financial Advisors, Inc. serves 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 unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage client assets.

Laura Hyser Stigner is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2017, following prior roles at CR Gibson and Agia. In addition to her advisory work, she serves on the board of directors for the Indiana American Saddlebred Horse Association, a horse show organization focused on promoting the American Saddlebred breed in Indiana. 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 investment advisor representatives.

Darin Lusch is a financial advisor with Valic Financial Advisors in Allentown, PA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia and Health Network Laboratories. Outside of his advisory work, he serves as treasurer for the Troxell family reunion, managing annual financial reporting and transactions. 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 and management.

Dominic Marfisi is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has seven years of industry experience and has been with Valic Financial Advisors since 2019. In addition to his advisory role, he is an agent for Agia, working with non-securities insurance products. 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 portfolio management, financial planning, and unified managed accounts through a large network of advisors, operating at scale with extensive use of centralized technology and model solutions.

Kevin Gertz is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as a supervisor of off-ice officials for the New Jersey Devils hockey team. 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 offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing unified managed accounts and optional overlay services to implement its investment strategies.

Danielle Baran is a financial advisor at VALIC Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2009. Baran also serves as an agent with Agia, offering 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 UMA models for portfolio construction.

John Hellgren Jr. is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2010 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Cutshall is a financial advisor with Valic Financial Advisors in Seven Fields, PA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Tooling Dynamics LLC and a position with Agia involving non-securities insurance products. 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 and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts and overlay services via Envestnet’s platform.

Dennis Jacques is a financial advisor at VALIC Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Milestone Asset Management, Optimus Technologies, Hyosung, ConvergeOne, and Reed Smith LLP. Outside of his advisory role, he is involved in insurance sales through West Financial Group Inc. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts with third-party model managers and emphasizes technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

James Hankins is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Edward Jones, Modern Woodmen of America, and Pruco Securities LLC. He is also an agent authorized 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 and operating at a large scale with over 1,200 advisors.

Timothy Schroyer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and is also currently affiliated with Agia. Outside of his advisory role, Schroyer is involved in charitable activities, serving as treasurer for Team Maloney Strong, a nonprofit raising funds for cancer research, and for the Range End Mens Association, a golf league. 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 unified managed accounts through a large network of advisors, leveraging centralized technology and third-party UMA models.