Allison Pasta is a financial advisor at Valic Financial Advisors with a Series 66 designation and four years of industry experience. She has held positions at Bergdorf Cellars and Agia, where she currently serves 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Deanna Brown is a financial advisor with Valic Financial Advisors in Wenatchee, WA, holding a Series 66 credential and eight years of industry experience. She has served as an executive officer for PFLAG Wenatchee, a local nonprofit supporting friends and family of LGBTQ+ individuals. Prior to her advisory role, she worked in the Ephrata School District for ten years. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, offering managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets through a large network of advisors.

Christopher Lupo is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with Valic Financial Advisors and also serves as an agent for Agia, selling non-securities insurance products. Prior to his financial services roles, he worked in various school districts from 2012 to 2022. 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.