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.

Ryan Merrell is a financial advisor at Transamerica Retirement Advisors, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Diversified Investors Securities Corp. and Diversified Investment Advisors, where he has worked since 2009 and 2010, respectively. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolio advice, investment education, and guidance on asset allocation, contribution rates, and retirement age. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing a large client base primarily through non-discretionary investment strategies.

Brad Sharp is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, FBL Financial Group, and U.S. Bancorp Investments. 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 software and model portfolios from Morningstar Investment Management to provide personalized and scalable retirement advice.

Oscar Varela is a financial advisor with Transamerica Retirement Advisors, LLC, based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior work includes roles at Lockton Financial Advisors and Principal Securities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and a significant amount of non-discretionary assets.

Jared Charley is a financial advisor with Transamerica Retirement Advisors, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Morgan Stanley, Merrill, Bank of America, and Transamerica entities. Prior to his financial services career, he worked with the Phoenix Police Department for 17 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs offering managed portfolios and investment education, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and a large client base focused on non-discretionary assets.

Stephen La Barre is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Mutual of America Financial Group, Huntington National Bank, and New York Life Insurance Company. Outside of his advisory work, he is involved as a bartender at a private bourbon and cocktail club. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, focusing on asset allocation, contribution guidance, and retirement planning using proprietary software and third-party expertise.

Kristine Green is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Diversified Investment Advisors and Diversified Investors Securities Corp. since 2006. Outside of finance, she owns and designs jewelry for Impressions Jewelry, a business she has operated since 1990 with sales through art museums and stores. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education focused on asset allocation and retirement guidance. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with primarily non-discretionary assets.

James Porter is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including Countybank, First Citizens Investor Services, and Truist. Outside of his advisory work, he is co-owner of a direct sales and leadership development business affiliated with Amway, where he is involved in customer service and team leadership. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering advice programs that emphasize asset allocation, contribution rates, and retirement planning. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and manages a large client base primarily through non-discretionary investment programs.

Johnny Ortega is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, Merrill, Bank of America, Charles Schwab, and TD Ameritrade. He is based in Fort Worth, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advice programs, serving a large client base primarily with non-discretionary investment assets.

Joshua Willard is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at GWFS Equities, Jackson National Life Distributors LLC, and JP Morgan Securities LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice and investment education services, utilizing Morningstar Investment Management’s proprietary software and portfolio oversight to provide both discretionary and non-discretionary guidance.

Connor Weinman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. Weinman is based in Chandler, Arizona. 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 model portfolios to provide asset allocation and retirement planning guidance, focusing primarily on non-discretionary and managed portfolios for a broad client base.

John Kalafatis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes positions at First Command Insurance Services and a 22-year career in the United States Navy. He is also the owner of Velden Wealth LLC, a business designated to support his First Command activities. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners, offering managed and non‑discretionary investment advice through programs supported by Morningstar Investment Management’s portfolio models and software. The firm operates at scale with a focus on asset allocation, contribution guidance, and retirement planning, primarily serving a broad client base rather than high-net-worth individuals.

Ann Conrad is a financial advisor with Transamerica Retirement Advisors, LLC in Austin, TX. She holds a Series 66 designation and has four years of industry experience. Prior to joining Transamerica, she worked at Edward Jones, Merrill, and Bank of America, and she was the owner of Conrad Creative Copy, LLC, a copywriting business that is now dormant. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary investment advice supported by Morningstar Investment Management’s proprietary portfolio construction and oversight tools. The firm operates at scale, focusing on asset allocation and retirement guidance for a large client base.

Declan Costello is a Series 66-licensed financial advisor with five years of industry experience, currently with Transamerica Retirement Advisors, LLC. His prior work includes roles at Goldman Sachs, Empire Wealth Strategies, and Northwestern Mutual. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services supported by proprietary tools from Morningstar Investment Management. The firm focuses on asset allocation and retirement guidance through a variety of programs that offer both implemented managed portfolios and non-discretionary recommendations.

Halah Little is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and three years of industry experience. Her background includes roles at Fidelity Investments, Barings, and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs focusing on asset allocation, contribution guidance, and retirement planning supported by Morningstar Investment Management’s proprietary portfolio construction and oversight.

Trevor Christie is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance using proprietary technology from Morningstar Investment Management and operates with a large client base and a predominance of non-discretionary assets.

Joshua Larson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, The Oak Ridge Financial Services Group, Inc., and U.S. Bancorp Investments, Inc. He is based in St. Paul, MN. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice and education programs. The firm’s investment approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management and offers both managed portfolios and non-discretionary recommendations.

Jay Hewitt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and with 34 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2013 and with Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice programs, focusing on asset allocation, contribution guidance, and retirement planning. The firm utilizes proprietary technology and third-party models from Morningstar Investment Management to provide both managed portfolios and non-discretionary recommendations to a large client base.

Jesus Osorio Martinez is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Wells Fargo and JP Morgan Chase. Since 2022, he has been with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach integrates portfolio construction and oversight from Morningstar Investment Management to offer personalized allocations and guidance focused on retirement planning.