Valic Financial Advisors

Roland Szilard is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 2006 and also works with Agia. Outside of his advisory work, Szilard serves as a board member involved in organizing youth soccer activities and acts as a youth soccer referee. 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 UMA models and operating at a large scale with over 1,200 advisors.

Brian Orner is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also an agent with Agia, where he 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Clyde Jung is a financial advisor at Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Valic, he worked at Volvo Group and has managed operations at Cadillac Service Garage, where he also assists with event management and driving for weddings. He is additionally appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm employs Envestnet-developed UMA models for portfolio construction and supports a large client base through a network of over 1,200 advisors.

Peter Lupone is a CFP® professional with 37 years of industry experience, currently serving at Valic Financial Advisors since 2010. He also holds Series 63 and Series 65 licenses and has been associated with Agia since 2022, where he 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, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Darin Leeman is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2010 and also holds a role at Agia since 2022. Leeman serves as an adjunct professor and academic researcher in business management and is secretary of Friends of Moeckel Pond, a nonprofit focused on the preservation and maintenance of a historic dam in Windham, NH. 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 UMA models and operating at scale with over 1,200 advisors.

Dillion Thoms is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Chicago, IL, and has four years of industry experience. His prior work includes roles at Agia, FSR Services, and Bizarre Bazaar. He is also involved with Agia as an agent offering 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 models for portfolio construction and management.

Michael Madalena is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia as an agent for 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 with tax and ESG overlay options.

Shaun Heale is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at VALIC Financial Advisors since 2015 and is also an agent for Agia, where he is involved with 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Kaiser is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Valic Financial Advisors since 1998. In addition to his advisory role, he serves on the board of the Lake Estates Property Owners Association in Marion, Illinois. 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.

Kevin Munnell is a CFP® with 29 years of industry experience, currently serving at VALIC Financial Advisors since 1998 and also associated with Agia since 2022. He is based in Bellefonte, PA, and holds Series 63 and Series 66 licenses. Outside of his advisory work, he is active as a church musician, playing organ, piano, and trumpet, and serves on the finance committee of St. John Lutheran 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 for portfolio construction and management.

Lewis Stamey is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Valic Financial Advisors since 2000 and has been involved with Agia since 2022, where he serves 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Justin Verwijst is a CFP® professional with six years of industry experience, currently serving at Valic Financial Advisors in Chicago, IL. His prior roles include positions at Agia, Sequoia Wealth Management, Aon, and the University of Dayton. Outside of his advisory work, he is involved with Agia as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. 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.

William Shallenberger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and multiple companies outside financial services. He has also provided customer service as a service representative for Aire Master. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Joel Seckel is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2000 and also holds a position at Agia. Outside of his advisory work, he serves as President of the Morrow County Board of Developmental Disabilities, a volunteer role overseeing budgets and operations for a county agency serving developmentally disabled individuals. 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.

Stephen Alsup Jr. is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Valic Financial Advisors and has previously worked at American General Life Insurance, AIG Capital Services, and American General. Outside of his advisory role, he assists his parents with IT-related issues for their property and casualty insurance agency. 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 UMA models developed by Envestnet for portfolio construction and management.