Williamsville, NY Office

Robert Leombruno Jr is a financial advisor with Valic Financial Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His career includes roles at Agia and Massachusetts Mutual Life Insurance Company. He is also the owner of Max Property Development, managing a multi-unit residential property. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts and offers tax-aware and ESG overlay services, operating at scale with approximately $29.2 billion in assets under management.

Shawn Barnum is a financial advisor with Valic Financial Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2014 and also holds a position at Agia since 2022. Outside of his advisory role, he serves as Power of Attorney for his mother. Valic Financial Advisors primarily serves U.S.-based 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 operating at scale with over 1,200 advisors and approximately $26.4 billion in discretionary assets.

Michael Williams Jr. is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities LLC. In addition to his advisory role, he is engaged in 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 consulting services. The firm manages about $29.2 billion across its network of over 1,200 advisors, utilizing discretionary unified managed accounts and model-based solutions.

Raelynn Harlach is a financial advisor at Valic Financial Advisors with 19 years of industry experience. She holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Her career includes roles at Agia and Prudential-affiliated firms. She is also an agent for 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 through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model-based investment approaches.

Mackenzie Shank is a financial advisor with Valic Financial Advisors holding a Series 66 designation and no prior industry experience. Before joining Valic, Shank worked in various roles including positions at La Fiesta Cantina and Abercrombie and Fitch. 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 and uses discretionary unified managed accounts with tax-aware and impact/ESG overlays.

Kaitlyn Fitzhenry is a financial advisor at Valic Financial Advisors with four years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and Securities America Advisors. Additionally, she 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 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 and utilizes discretionary unified managed accounts with access to multiple wrap programs and overlay services.

Michael Falitico is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Williamsville, NY, and has three years of industry experience. He has been affiliated with Valic Financial Advisors and Agia since 2023, where he also serves as an agent for non-securities insurance products. Prior to this, his work history includes roles at Strategic Financial Solutions and Buffalo Bills among others. Valic Financial Advisors serves primarily 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, leveraging technology and model solutions to serve a broad client base.

Elizabeth House is a financial advisor at Valic Financial Advisors with four years of industry experience. She holds a Series 66 designation and has worked previously at Protective Industries and Agia. Outside of her advisory role, she is also 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 for portfolio construction.

Stacie Diesfeld is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. She has one year of industry experience and has worked at firms including Cetera and Crane Capital Group. Outside of her advisory role, she works as a cardiovascular sonographer at Trinity Medical Cardiology, performing ultrasounds of the heart and other vasculature. Valic Financial Advisors primarily serves U.S.-based 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.