Modesto, CA Office

Flora Burke is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Agia, E*TRADE Capital Management, Bank of America, Merrill, and Waddell & Reed. Outside of her advisory work, she is also an agent for non-securities insurance products with Agia. 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 and providing various overlay options to tailor client portfolios.

Jeffrey Cleek is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 1997 and also serves as an assistant softball coach for the varsity team at Big Valley Christian High School. Additionally, he acts as an agent for non-securities insurance products through 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 to construct client portfolios.

Andre Brown is a financial advisor at VALIC Financial Advisors with three years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining VALIC Financial Advisors, he worked at several firms including MML Investors Services, Northwestern Mutual, New York Life, and Morgan Brown Associates Inc. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and managed account programs through a large network of advisors and utilizes centralized technology and model solutions to support its client base.

Craig Silcox is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 1996 and also serves as an agent for non-securities insurance products with Agia. Outside of his advisory role, Silcox is Treasurer and a trustee on the board of the Washington Hospital Foundation, where he chairs the Investment and Audit Committee. 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, wrap programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tommy Roy is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Agia, Transamerica Financial Advisors, Le Tote, World Financial Group, and CVS Caremark. Outside of finance, he owns a wood fencing company, Out of Sight Fencing Inc., which operates primarily in Tracy, CA. Valic Financial Advisors serves individual investors, including 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 UMA models for portfolio construction.

Linda Ruby Aguayo is a financial advisor with Valic Financial Advisors in Modesto, CA, holding a Series 66 designation and six years of industry experience. She has worked at Valic Financial Advisors since 2019 and is also an agent with AGIA, where she is involved with non-securities insurance products. Prior to her financial services career, she worked at Amor y Tacos Mexican Restaurant. 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 offers wrap programs, portfolio management, and financial planning services through a large network of advisors and uses centralized technology and model solutions to manage roughly $29.2 billion across nearly 300,000 clients.

Leotha Thurman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with Valic Financial Advisors since 2003 and also works with Agia. Outside of his advisory role, he serves as a volunteer trustee and board member for Trinity Baptist Church in San Mateo, where he participates in overseeing the church’s financial status and facilities. Valic Financial Advisors primarily serves individual investors in the U.S., 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, consulting, and brokerage services, with client portfolios constructed using Envestnet-developed models and supported by discretionary management and overlay services.

Spencer Seidler is a financial advisor with Valic Financial Advisors, Inc. based in Modesto, CA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He has been with Valic Financial Advisors since 2016 and is also involved with Agia in a non-securities insurance capacity. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a centralized technology platform.

Kubilay Isbilen is a financial advisor with Valic Financial Advisors in Modesto, California, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Valic Financial Advisors and its predecessor entities since 2014, and also holds an agent position with Agia. Outside of his advisory role, he owns and manages several rental properties. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Rodney Smith is a CFP® professional with 25 years of experience in financial advising. He has been with Valic Financial Advisors since 2001 and also serves as an agent for AGIA, selling 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 and management.

Ryan Wilson is a financial advisor with Valic Financial Advisors in Modesto, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at Merrill Lynch Wealth Management and Northwestern Mutual. Outside of his advisory role, he is also an insurance agent with AGIA. Valic Financial Advisors 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.

Chris Lantin is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent for AGIA, selling 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 and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion and uses centralized technology and model solutions to provide portfolio management, financial planning, and unified managed account services through a large network of advisors.

Jeffrey Isley is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase bank. In addition to his advisory work, he is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and 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 manage assets at scale.

Steven Bloom is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Valic Financial Advisors since 1997 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 clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Christine Zhong is a financial advisor with Valic Financial Advisors in Modesto, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2002 and has also served as an agent with Agia since 2022, focusing on non-securities insurance products. 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 services through a large network of advisors. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs centralized technology and model solutions to serve a substantial client base.