Jill Winter is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various firms, including Equitable and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and focuses on non-discretionary asset management rather than high-net-worth or corporate clients.

John Myers is a financial advisor at Transamerica Retirement Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to provide asset allocation, contribution rate, and retirement age guidance.

Rustomji Dubash is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance for a broad client base.

Christopher Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses and possessing eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Comerica Securities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios provided by Morningstar Investment Management. The firm operates at scale with a focus on non-discretionary assets and does not target high-net-worth or corporate clients in its advisory programs.

Jason Pope is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked with firms including Primerica Financial Services, WFGIA, Transamerica Financial Advisors, Inc., and Transamerica Investors Securities, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach incorporates proprietary portfolio construction and ongoing oversight from Morningstar Investment Management and focuses on asset allocation, contribution guidance, and retirement planning.

Samantha Mayfield is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Voya Investment Management and Cambridge Investment Research. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and a focus on retirement plan services rather than high-net-worth or standalone financial planning.

Daniel Guzzo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and with 31 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. Guzzo is also involved with the Taproot Foundation, a nonprofit organization, since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education. The firm’s advice and portfolio construction rely on Morningstar Investment Management’s proprietary tools and is notable for its large client base and focus on retirement planning services rather than high-net-worth or corporate clients.

Francisco Fuentes is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. His prior roles include positions at Cetera Investments Advisers, Cetera Financial Specialists, and Protranslating. Based in Miami, FL, he has been with the Transamerica group since 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm leverages Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation and retirement guidance for a broad client base.

Aurora Coleman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior work includes roles at Transamerica Capital Inc and Tata Consulting Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing investment education and advice focused on asset allocation, contribution rates, and retirement planning, supported by proprietary tools and portfolio oversight from Morningstar Investment Management.

Jonathan Velez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various advice programs. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and it operates at scale with a focus on non-discretionary assets.

Scott Rosati is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Prudential Insurance Company of America, and Scottrade. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using portfolio strategies supported by Morningstar Investment Management and offering both discretionary and non-discretionary recommendations.

Jeffrey Bruce is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement age. The firm’s approach relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily through non‑discretionary advisory services.

Cesar Bernal is a financial advisor at Transamerica Retirement Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Alight Financial Advisors LLC, J.P. Morgan Securities, and Valic Financial Advisors. He is based in Miami, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education, utilizing proprietary portfolio software and model allocations from Morningstar Investment Management. The firm focuses on non-discretionary and discretionary assets at scale and operates within the broader Transamerica/AEGON group.

Donald Mc Neill is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. Prior to joining Transamerica, he worked at Morgan Stanley, Tesla, and Thyssenkrupp Elevator. Outside of his advisory role, Mc Neill operates an eBay retail business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

John Illingworth is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Protective Life Insurance, and ProEquities Inc. He serves as a board member of the Indiana State University Scott College of Business Young Professionals Board. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education. The firm’s approach integrates Morningstar Investment Management’s proprietary software and model allocations to tailor retirement guidance across a large client base.

Steven Beller is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Cole Welsh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked within various Transamerica entities since 2015, including Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs providing managed and non-discretionary investment advice. The firm utilizes proprietary technology and model portfolios from Morningstar Investment Management to offer personalized asset allocation and retirement guidance at scale.

Robert Regenfuss is a financial advisor with Transamerica Retirement Advisors, LLC in Cottage Grove, MN. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Prior to his current role, he has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2007. Outside of advisory work, he is involved in a real estate renovation business where he participates in project coordination and labor. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to offer asset allocation and retirement guidance to a large client base.

Jennifer Baskerville is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. She has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing a large client base primarily through non-discretionary asset management.

Nicolas Rhodes is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory work, he is also a musician who writes and records music for streaming platforms and performs live. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs focused on asset allocation, contribution rates, and retirement planning. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management and serves a large client base with a high client-to-advisor ratio.