Mignon Payne is a CFP® and Series 66-registered advisor with 25 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors, LLC serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that include managed portfolios and non-discretionary recommendations. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to personalize retirement planning and portfolio construction.

David Foster is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, LPL Financial LLC, and Transamerica Investors Securities Corporation. Outside of his advisory work, he is the owner and contractor of BDFC LLC, a business unrelated to his financial services career. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management to guide asset allocation and retirement planning.

Sarah Kane is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Kestra Advisory, Mel Foster Insurance, and Princor Financial Services Corporation. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates with a large client base and significant non-discretionary assets.

Bruce Anderson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as Sigma Financial Corporation and Cetera, spanning over a decade before joining Transamerica. Outside of his advisory work, he serves as a high school golf coach at Grand Traverse Academy. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary software and model portfolios provided by Morningstar Investment Management, with a focus on asset allocation and retirement guidance for a broad client base.

Michael Riley is a Certified Financial Planner® at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014, and was previously employed by Fidelity from 2007 to 2014. 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 technology and third-party expertise to provide asset allocation and retirement guidance for a large client base, focusing primarily on non-discretionary investment solutions.

Indiana Cary is a financial advisor with Transamerica Retirement Advisors, LLC in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill and JP Morgan Securities LLC. Cary has been with Transamerica-related firms since 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education through proprietary software and model portfolios developed in collaboration with Morningstar Investment Management. The firm operates at a large scale with over 200,000 clients and focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning.

Edward Marrone is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, American Fidelity Assurance Company, Harrison School District 2, and USAA Financial Advisors Inc. Outside of advising, he is an Airbnb host. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary investment advice programs. The firm utilizes Morningstar Investment Management’s proprietary software and models for portfolio construction and provides investment education through multiple advisory channels.

Brian Bohnen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing 16 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Allstate Insurance Company, Morgan Stanley, and several other firms. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education that emphasize asset allocation, contribution rates, and retirement age guidance, supported by portfolio construction and oversight from Morningstar Investment Management.

Felix Santiago Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2008. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs focused on asset allocation, contribution guidance, and retirement planning. The firm uses a model-driven approach that incorporates Morningstar Investment Management’s proprietary software and portfolio oversight, delivering both managed portfolios and non-discretionary recommendations to a large client base.

Gregg Holgate is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. His prior firms include Lincoln Financial Advisors and VOYA Financial Advisors. He has also been involved with the Philadelphia Union Foundation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm uses portfolio construction and oversight powered by Morningstar Investment Management and operates at scale with more than 300 advisors and over 200,000 clients.

Michael Conway is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at First Command Brokerage Services and served six years in the United States Navy. 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 developed with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Barnabas White is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Outside of his financial advisory role, he occasionally works as an on-call extra and background actor for movies, TV shows, and commercials through Central Casting. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolios and investment education through various advice programs. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized asset allocation and retirement guidance at scale.

Stephen Duganieri is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. He has also been affiliated with Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2022. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both managed and non-discretionary recommendations to a client base of over 200,000.

Gloria Russell is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes roles at JP Morgan Securities, LLC, London Realty, and Nationwide Investment Advisors, LLC. She is based in Chicago, IL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes Morningstar Investment Management for portfolio construction and operates at scale with a focus on non-discretionary asset management.

Christopher Clinton is a financial advisor at Transamerica Retirement Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Diversified Investors Securities Corp. since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary software and model portfolios provided by Morningstar Investment Management, and manages a large client base with a focus on non-discretionary assets.

Colton Clevenger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He has been associated with East Carolina University since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Bret Contreras is a financial advisor with Transamerica Retirement Advisors, LLC and holds the Series 66 designation. He has 21 years of industry experience, including previous roles at LORD, ABBOTT, AND CO. and Voya Financial Partners, LLC. Outside of his advisory work, he serves as a board member and coach for the Pine Bush Little League. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary tools and model portfolios to provide both discretionary and non-discretionary guidance to a broad client base.

Calvin Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior positions include roles at Edward Jones, Bank of America, and Merrill Lynch. 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.

Taylor Winbush is a financial advisor with Transamerica Retirement Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 66 credentials and having 11 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Allianz Life Financial Services, Fidelity Brokerage Services, and Equitable Advisors. Outside of advising, he works as an associate with liquor sampling programs at retail stores. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach utilizes proprietary software and model portfolios supplied by Morningstar Investment Management to guide asset allocation, contribution rates, and retirement planning for a large client base.

Laura Pope is a CFP® with 27 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. She has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolio programs and investment education services supported by Morningstar Investment Management’s proprietary software and research. The firm operates at scale with a focus on non-discretionary asset management rather than standalone financial planning.