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Eric F
Series 66
Vadnais Heights, MN
Transamerica Retirement Advisors, LLC
Eric Fowler is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has been associated with Transamerica Investors Securities Corporation since 2013 and TransAmerica Retirement Solutions since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning primarily through non-discretionary, view-only recommendations.
Zachary H
Series 66
Mount Pleasant, SC
Transamerica Retirement Advisors, LLC
Zachary Howes is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Transamerica Life Insurance Company since 2020 and Edward Jones from 2017 to 2019. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm’s approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning through both discretionary and non-discretionary programs.
Anne B
Series 63, Series 66
Marion, IA
Transamerica Retirement Advisors, LLC
Anne Brown is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2019 and held positions at Nations Financial Group and Robert W Baird & Co., Incorporated earlier in her career. Outside of finance, Anne is the owner and operator of a bakery in Marion, Iowa. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners through programs that provide managed advice, advisor-managed advice, and investment education. The firm’s investment approach heavily integrates Morningstar Investment Management’s proprietary software and model portfolios to offer personalized asset allocation and retirement guidance.
Jeffrey S
Series 66
Washougal, WA
Transamerica Retirement Advisors, LLC
Jeffrey Strittmatter is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Russell Investments Financial Services, Invesco, Cetera, and Regions Bank. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advisory programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm manages a large client base primarily with non-discretionary assets and does not target high-net-worth or corporate clients.
Ilka L
Series 63, Series 65
Thomaston, CT
Transamerica Retirement Advisors, LLC
Ilka Lopez Miller is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and MassMutual Financial Group, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary technology from Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary assets.
Kent C
Series 65, Series 63
Vista, CA
Transamerica Retirement Advisors, LLC
Kent Colwell is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2019, with prior roles at Intelligence Driven Advisers, LLC, Labrum Wealth Management, LLC, and RSM US Wealth Management LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, combining proprietary portfolio models and third-party expert input to provide tailored asset allocation and retirement guidance. The firm operates at scale with a large client base and focuses primarily on non-discretionary advice rather than standalone financial planning.
Bradley W
Series 63, Series 65
Goodlettsville, TN
Transamerica Retirement Advisors, LLC
Bradley Watts is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been affiliated with Diversified Investment Advisors and Diversified Investors Securities Corp. since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education. Their approach relies on proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.
Geraldine C
Series 63, Series 65
Saint Petersburg, FL
Transamerica Retirement Advisors, LLC
Geraldine Cook is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Franklin Templeton Financial Services Corp. and its affiliated entities before joining Transamerica in 2021. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing Morningstar Investment Management’s proprietary software and model portfolios for asset allocation and retirement guidance.
Timothy A
Series 63, Series 65
Lantana, TX
Transamerica Retirement Advisors, LLC
Timothy Aragon is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation, TRANSAMERICA Retirement Solutions, State Farm VP Management Corp., and Justin Kenney Insurance Agency. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed investment advice and education. The firm leverages Morningstar Investment Management’s proprietary tools and model portfolios to deliver asset allocation and retirement planning guidance, primarily focusing on non-discretionary assets across a large client base.
Ryan W
Series 63, Series 65
Denver, CO
Transamerica Retirement Advisors, LLC
Ryan Walsh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company, as well as various positions affiliated with Colorado State University. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services that emphasize asset allocation and retirement guidance. The firm employs proprietary software and model portfolios developed in partnership with Morningstar Investment Management to deliver personalized portfolio recommendations.
Benjamin W
Series 66, Series 63
Davenport, FL
Transamerica Retirement Advisors, LLC
Benjamin Woods is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing. He is currently based in Davenport, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, relying heavily on Morningstar Investment Management for portfolio construction and oversight. The firm manages a large client base with a focus on non-discretionary assets and operates within the broader Transamerica/AEGON group.
Kelsea R
Series 66
Reinholds, PA
Transamerica Retirement Advisors, LLC
Kelsea Rowan is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Raymond James Associates. Outside of her advisory work, she has experience working in food delivery services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary investment guidance and education. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to inform its advice and oversees approximately 212,700 clients through a large advisor team.
Therese S
Series 65, Series 63
Roswell, GA
Transamerica Retirement Advisors, LLC
Therese Stockenberg is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 25 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary technology and third-party expertise to deliver personalized asset allocation and retirement guidance.
Otto T
Series 66
Harrison, NY
Transamerica Retirement Advisors, LLC
Otto Tannure is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Transamerica Financial Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through various advice programs, focusing on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.
Austin C
Series 63, Series 65
Matthews, NC
Transamerica Retirement Advisors, LLC
Austin Cowles is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Northwestern Mutual and Lincoln Financial Group. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that focus on asset allocation, contribution guidance, and retirement planning, utilizing proprietary software and model portfolios provided by Morningstar Investment Management.
Timothy W
Series 63, Series 65
Aurora, CO
Transamerica Retirement Advisors, LLC
Timothy Wintemute is a financial advisor with Transamerica Retirement Advisors, LLC in Aurora, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and GWFS Equities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning strategies.
Jaron B
Series 66
Indianapolis, IN
Transamerica Retirement Advisors, LLC
Jaron Bowersox is a financial advisor with Transamerica Retirement Advisors, LLC based in Indianapolis, IN. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Fidelity Investments and UBS Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing model asset allocations and portfolio oversight provided by Morningstar Investment Management.
Ryan S
Series 63, Series 66
Annandale, MN
Transamerica Retirement Advisors, LLC
Ryan Sheets is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes over a decade with various Transamerica entities. Outside of his advisory role, he is an owner of a storage shed business near Lake Traverse, Minnesota. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, providing managed and non-discretionary investment advice supported by proprietary software and model portfolios developed with Morningstar Investment Management.
Kurtis L
Series 66
Philadelphia, PA
Transamerica Retirement Advisors, LLC
Kurtis Lovell is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Merrill, 1919 Investment Counsel, and Wealth Enhancement Advisory Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of managed advice programs and investment education services. The firm’s offerings emphasize asset allocation and retirement guidance, utilizing portfolio models and oversight provided by Morningstar Investment Management.
La Donna C
Series 66
Norman, OK
Transamerica Retirement Advisors, LLC
La Donna Crowder is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and has owned a mental health therapy practice in Norman, OK, where she currently limits her client load to a small number of sessions outside of regular business hours. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs that emphasize asset allocation and retirement planning, using model portfolios and software developed by Morningstar Investment Management.
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