Tampa, FL West Cypress Street Office

Luke Mcananey is a financial advisor with Corebridge. He holds Series 66, Series 7 and FL 215 designations. He has previously worked at Cary Street Partners & Raymond James. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School. Corebridge Financial 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, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Lewis Stamey is a financial advisor at VALIC Financial Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with VALIC Financial Advisors since 2000. Outside of his advisory role, he is also an agent with Agia, 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 through a large network of advisors. The firm emphasizes discretionary unified managed accounts and utilizes centralized technology and model solutions to manage assets for a broad client base.

Patrick Goodrich is a financial advisor at VALIC Financial Advisors, Inc. in Tampa, FL, holding a Series 66 credential with one year of industry experience. Before joining VALIC, he worked in the education sector with Pinellas County Schools, Broward County Public Schools, and the Alternative Education Foundation. Outside of his advisory role, Goodrich volunteers as a financial coach with United Way Suncoast and is appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts on the Envestnet platform and employs centralized technology and model solutions to manage approximately $29.2 billion for around 300,000 clients.

Elaine Roberts is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked at Valic Financial Advisors since 2012 and is also an agent with Agia, where she 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Todd Gutman is a financial advisor with VALIC Financial Advisors in Tampa, FL, holding a Series 66 designation and 28 years of industry experience. He has been with VALIC Financial Advisors since 1998 and previously worked at Sunamerica Capital Services, Inc. and Agia. Outside of his advisory role, he is an agent for non-securities insurance products at 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, and brokerage services, utilizing Envestnet UMA models and providing various overlay options for portfolio management.

Scott Satalino is a financial advisor with Valic Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His career includes roles at Aetna Investment Services and Equitable Distributors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves 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 for portfolio construction and management.

Amy Greth is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. She has been with VALIC Financial Advisors since 2011 and is also involved with Agia in a non-securities insurance capacity. Outside of her advisory role, she serves on the board and finance committee of the DeSoto County Education Foundation, which supports school projects and scholarships in the DeSoto County School District. 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 and providing optional tax and ESG overlay services.

Carlos Hernandez is a Certified Financial Planner® with 27 years of experience, currently serving at Valic Financial Advisors in Tampa, FL. He has worked at Valic Financial Advisors for 25 years and has additional experience with Agia, IFP Securities LLC, and Independent Financial Partners. Hernandez is also involved in offering non-securities insurance products through Agia. Valic Financial Advisors is a large enterprise firm that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts and offers portfolio management and financial planning services through a broad network of advisors.

Haley Baly is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and four years of industry experience. She has worked at AGIA since 2022 and Valic Financial Advisors since 2021, and has an academic background from the University of South Florida and the University of Florida. Outside of advisory work, she is also involved with non-securities insurance products through her role at AGIA. 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 multiple wrap programs, utilizing centralized technology and model solutions across a large network of investment advisor representatives.

Kyle Blair is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisor Inc. since 2015. Additionally, he 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 for portfolio construction.

Amanda Voorhees is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She has been with Valic Financial Advisors since 2015 and also serves as an agent with Agia, where she is involved in 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Luciano Mira is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 registrations and having four years of industry experience. His prior roles include positions with Walser Wealth Management Company, E*TRADE Securities LLC, Morgan Stanley, and SunRun. He is also an agent licensed to sell non-securities insurance products through AGIA. 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 consulting services through a large network of advisors, leveraging discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion for close to 300,000 clients.

Jonathan Ortega is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 66 and Series 63 licenses and possessing four years of industry experience. Prior to joining Valic in 2025, he worked at Fisher Investments, Amundi US, Inc., and Natixis Investment Managers. 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 portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

David Diaz is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at AXA Advisors and Ceviche. He 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 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.

Jill Vanderkam is a CFP® professional with 33 years of experience in financial advising. She has been with Valic Financial Advisors since 1999 and also holds Series 65 and Series 63 licenses. Outside of her advisory role, she is a partner in a residential rental property venture. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm manages assets at scale using unified managed accounts and centralized technology solutions.