Columbia, SC Landmark Drive Office

Jonathan Roberts is a CFP® professional with 16 years of experience in financial advising, currently with Valic Financial Advisors since 2010. He also holds a Series 66 designation and has an insurance-related role with Agia. Valic Financial Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services through a large network of advisors.

Jonathan Hope is a financial advisor with Valic Financial Advisors in Columbia, SC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at VALIC Financial Advisors since 2005 and is also associated with Agia, where he acts 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Cooper Gresham is a Series 66 licensed advisor with Valic Financial Advisors in Columbia, SC, and has six years of industry experience. He has held roles at Valic Financial Advisors since 2019 and currently serves as an agent for 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 and operating at scale with over 1,200 advisors.

Michael Norris is a financial advisor with Valic Financial Advisors in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia. Outside of his advisory work, Norris volunteers on the finance committee at Shandon Baptist Church and serves on the board of the Child Evangelism Foundation, which organizes Bible study clubs for elementary school children. 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, with portfolios constructed using Envestnet UMA models and supported by a large network of advisors.

Mckenlee Randolph is a Series 66-licensed financial advisor with seven years of industry experience. He is currently affiliated with Valic Financial Advisors and also serves as an agent with AGIA, focusing on non-securities insurance products. His prior experience includes roles at Charles Schwab, Edward Jones, Voya Financial Advisors, and the University of South Carolina Academic Center. 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 discretionary unified managed accounts through a large network of investment advisor representatives, managing roughly $29.2 billion across more than 1,200 advisors.

Jessica Hope Buckner is a financial advisor with Valic Financial Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with Valic Financial Advisors since 2018 and has prior experience at Colonial Life and Mass Mutual Investors Services. Outside of her advisory role, she is also an agent involved in non-securities insurance products through AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions. The firm manages approximately $29.2 billion across a large client base supported by over 1,200 advisors, utilizing technology and centralized model solutions.

Rollie Roberts is a financial advisor with Valic Financial Advisors in Columbia, SC, holding a Series 66 credential and 26 years of industry experience. He has worked at Agia since 2022 and AIG Retirement Advisors since 2009. Roberts is a silent partner in his wife's real estate business but has no active management role in those activities. Valic Financial Advisors 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 provides wrap programs, portfolio management, and financial planning services through a large network of advisors and implements discretionary unified managed accounts using third-party UMA model managers.

Philip Spear is a financial advisor with Valic Financial Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also serves as an agent for 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.