Springfield, MO Office

Robert Purvis is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Valic Financial Advisors since 1988 and also holds an agent position at 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 and providing clients with tailored asset-allocation strategies.

Russell Pendleton is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Valic Financial Advisors since 2013. Additionally, Pendleton works as an agent for Agia, focusing on non-securities insurance products. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Matthew Ticknor is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with Valic Financial Advisors since 2013 and previously held a role at Agia. Outside of his advisory work, Ticknor is involved in broadcasting high school football games on radio and internet platforms part-time during the fall season. 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 wrap programs, portfolio management, and financial planning services, utilizing discretionary unified managed accounts through Envestnet’s platform and supports advisors with risk questionnaires and tax-aware overlays within a large network of investment professional representatives.

Nicholas Lisnock is a financial advisor with Valic Financial Advisors in Springfield, MO, holding a Series 66 designation and six years of industry experience. His career includes roles at Valic Financial Advisors since 2022 and multiple positions at Thrivent Financial and Thrivent Investment Management from 2020 to 2022. He is also involved as an insurance agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and unified managed account programs through a large network of advisors. The firm operates at scale with over 1,200 advisors and emphasizes centralized technology and model solutions in its investment approach.

Madelyn Underwood is a Series 66 licensed advisor with Valic Financial Advisors in Springfield, MO, and has six years of industry experience. She has worked at Valic Financial Advisors since 2020 and also holds an agent position with Agia, where she is involved with 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage assets for a broad client base.

Jacob Underwood is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Springfield, MO. He has two years of industry experience, including roles at Agia and Digital Monitoring Products, and served three years with the General Council of the Assemblies of God. Outside of his advisory work, he is a finance committee member at The Venues church. 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 UMA models to construct client portfolios.