William Pokorsky is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works part-time as a delivery driver for Door Dash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs supported by Morningstar Investment Management’s proprietary software and model portfolios. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Jasmine Gregg is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 10 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, and previously at FIDELITY Brokerage Services LLC from 2014 to 2016. She also has experience at the University of Texas in Arlington. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolio services and investment education through various advice programs. The firm uses proprietary software and model portfolios from Morningstar Investment Management to guide asset allocation and retirement planning, operating at scale with over 300 advisors and more than 200,000 clients.

Lynn Pederson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Fidelity Investments, Riversource Distributors, Ameriprise Financial Services, LPL Financial, and Trustone Financial Credit Union. Outside of her advisory work, she is involved in bookkeeping and maintenance for Pederson Farms in Roseau, Minnesota. 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, focusing on asset allocation and retirement guidance for a broad client base.

Michael Lewis is a CFP® certificant with 20 years of industry experience. He is currently with Transamerica Retirement Advisors, LLC and has been associated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, supporting a large client base primarily with non-discretionary investment services.

Matthew Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs, leveraging Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and focuses on asset allocation and retirement guidance without targeting high-net-worth or corporate clients.

Nicholas Randolph is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Larson Financial Securities, LLC and Larson Financial Group. Randolph is based in Denver, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of programs that offer both managed portfolios and non-discretionary recommendations. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to guide asset allocation and retirement planning for its approximately 212,700 clients.

Michael Beck is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Charles Schwab, TIAA, and Fidelity Brokerage Services. He is also an independent real estate agent working outside of the investment industry. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education focused on asset allocation, contribution rates, and retirement timing. The firm uses proprietary tools from Morningstar Investment Management and operates at scale with a high client-to-advisor ratio, offering primarily non-discretionary investment services.

Jeremy Hendrickson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He 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 various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide managed and non‑discretionary investment recommendations to a large client base.

Matthew Leeke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 13 years of industry experience. He has been with Transamerica Retirement Solutions since 2015. Outside of his advisory role, he is a singer and guitarist for a performing band called "Sincerely Ours." Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that emphasize asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary models and technology to deliver personalized portfolio recommendations at scale.

Adriel Mc Intosh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles with Prudential Investment Management Services and Prudential from 2008 to 2022, before joining Transamerica entities in 2022. 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 both managed and non‑discretionary recommendations.

Brett Kahnert is a financial advisor at Transamerica Retirement Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within the financial services sector, including positions at Transamerica Investors Securities Corporation and Mass Mutual Investors Services. He served on the finance committee of Pilgrim Lutheran Church from 2015 to 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs focusing on asset allocation, contribution rates, and retirement age guidance. The firm leverages Morningstar Investment Management for portfolio construction and oversight, managing a large client base predominantly with non-discretionary assets.

Robert Zinn is a financial advisor with Transamerica Retirement Advisors, LLC in Goodyear, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group, Mass Mutual, and Mutual of Omaha. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services, employing proprietary tools from Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 200,000 clients and focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning.

Angela Horvat is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked with Diversified Investors Securities Corporation since 2006 and with Diversified Investment Advisors since 2004. Outside of finance, she owns and operates The Dancing Broom, LLC, a residential and commercial cleaning service. 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 leverages Morningstar Investment Management’s proprietary tools and manages a large client base primarily through non-discretionary assets.

Derik Mansfield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Farmers New World Life as an independent contractor, and Ameriprise Financial Services, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education focused on asset allocation, contribution guidance, and retirement planning through technology and third-party expertise from Morningstar Investment Management.

Kevin Smith is a financial advisor with Transamerica Retirement Advisors, LLC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked within the Transamerica organization since 2012, including roles at TRANSAMERICA Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance, primarily focusing on non-discretionary assets.

Elizabeth Erickson is a financial advisor at Transamerica Retirement Advisors, LLC with 29 years of industry experience. She holds Series 63, 65, and 66 designations. Her prior roles include positions at Cuna Mutual Group and CUNA Brokerage Services, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, using proprietary software and model portfolios provided by Morningstar Investment Management. The firm operates at scale with a large client base and focuses on non-discretionary and discretionary asset management without targeting high-net-worth or corporate clients.

Joseph Viggiani is a financial advisor at Transamerica Retirement Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at SCOTTRADE, Inc. from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolios and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement planning advice.

Meghan Bright is a Series 66 licensed financial advisor with three years of industry experience. She currently works with Transamerica Retirement Advisors, LLC and has previously held roles at Cetera Investment Advisers, Cetera Wealth Services, and Zoetis, among others. Meghan is based in West Palm Beach, Florida. 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 proprietary software and model portfolios developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Theresa Colson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Diversified Investment Advisors since 2011 and at Diversified Investors Securities Corp. since 2008. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios and investment education, utilizing proprietary software and model asset allocations developed in partnership with Morningstar Investment Management. The firm operates at scale with a large client base and focuses on non-discretionary advisory services rather than high-net-worth or standalone financial planning.

Benjamin Nolen is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Fidelity Investments and Fidelity Brokerage Services LLC before joining Transamerica in 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale, serving over 200,000 clients with a focus on non-discretionary asset management.