Kevin Breckenfelder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, as well as at Bank Mutual and LPL Financial. Outside of his advisory work, he serves as a high school soccer referee in the Milwaukee area during the soccer season. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through programs that include managed portfolios and non-discretionary recommendations, supported by Morningstar Investment Management’s proprietary asset allocation models and ongoing portfolio oversight. The firm operates at scale with over 212,000 clients and emphasizes technology-driven, asset allocation-focused retirement advice.

Jeffrey Kase is a financial advisor at Transamerica Retirement Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Diversified Investors Securities Corp. since 2013 and Transamerica Retirement Management since 2012. 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 asset allocations from Morningstar Investment Management to provide personalized asset allocation and retirement planning guidance.

Erik Detota is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at firms including LPL Financial, Tompkins Trust Company, TD Ameritrade, and AXA Advisors. Transamerica Retirement Advisors serves individuals participating in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education focused on asset allocation, contribution guidance, and retirement planning. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management and serves a large client base with primarily non-discretionary assets.

Mark Ruffo is a financial advisor with Transamerica Retirement Advisors, LLC based in San Diego, CA. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes roles at Lincoln Financial and TD Ameritrade. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management for portfolio construction and oversight.

Isaiah Hinds is a Series 66-licensed advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. His career includes roles at Transamerica Life Insurance Company, Fidelity Brokerage Services LLC, and Bank of America Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm leverages Morningstar Investment Management for portfolio construction and oversight and operates at scale with a broad client base.

Justin Hancock is a financial advisor with Transamerica Retirement Advisors, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and having three years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, LPL Financial LLC, Intrust Financial Services, Bank of America, Merrill, University of Phoenix, OpenRoad Lending, UPS, and Kaleo Community Church. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education programs. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating with a large client base and primarily offering non-discretionary asset management.

Scott Kottke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies. Outside of his advisory work, he volunteers as the head coach for a local youth hockey team in Rogers, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs that emphasize asset allocation and retirement planning. The firm utilizes Morningstar Investment Management tools for portfolio construction and oversight, operating at scale with a large client base and a focus on non-discretionary assets.

Brent Bascom is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Edward Jones, Fifth Third Bank, and United Community Bank. Brent also worked for the City of Rising Sun. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, utilizing proprietary software and model portfolios provided by Morningstar Investment Management. The firm operates at scale with over 300 advisors and a large client base, focusing primarily on non-discretionary asset management rather than standalone financial planning or high-net-worth clients.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Transamerica Investors Securities, First Command Advisory Services, and First Command Insurance Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice programs that emphasize asset allocation and retirement planning, supported by proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Erubey Perdomo 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 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs such as Managed Advice, Advisor Managed Advice, and Today’s Advice. The firm emphasizes asset allocation and retirement guidance, using Morningstar Investment Management’s proprietary tools and model portfolios to deliver both discretionary and non-discretionary investment recommendations.

Philip Merrifield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and PMU, LLC, as well as time spent in educational settings including Wheaton College. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation, contribution rates, and retirement age guidance.

Brent Burnett is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with firms including Primerica, Thrivent Financial, and Merrill Lynch. Outside of his advisory role, Brent worked part time as an Ocean Rescue Lifeguard for the City of Neptune Beach. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing asset allocation and retirement guidance through managed and non-discretionary advice programs that incorporate proprietary portfolio oversight and investment education services.

Brice Davis is a CFP®-certified financial advisor with 11 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 programs that provide managed portfolios, non-discretionary investment recommendations, and retirement education. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base primarily with non-discretionary assets.

Kelly Davis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Transamerica, Davis worked at Edward Jones and Allstate Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, offering asset allocation and retirement guidance supported by Morningstar Investment Management’s model portfolios and technology.

Keith Stommes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015, and has been associated with Wells Fargo since 2012. Outside of his advisory role, Stommes co-manages a rental property in Annandale, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses model asset allocations and portfolio oversight from Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance through both managed and non-discretionary advisory services.

Anthony Tavoletti is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with Diversified Investors Securities Corp. and IGLA since 2011. Tavoletti is based in Chicago, IL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement planning guidance.

Amy Ungles is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has previously worked with Nationwide Investment Services Corporation before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Ungles is based in Denver, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs, utilizing proprietary software and portfolio models from Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning with a large client base and a significant portion of non-discretionary assets.

Salvador Rosas is a financial advisor with Transamerica Retirement Advisors, LLC in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at firms such as T. Rowe Price, USAA Investment Services, Robinhood Markets, and Empower Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing proprietary portfolio construction and ongoing oversight from Morningstar Investment Management.

Richard Ellis III is a financial advisor at Transamerica Retirement Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Transamerica, he worked at Charles Schwab and Empower Financial Services. 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. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base focused on non-discretionary assets.

Scott Leslie is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. 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 emphasizes asset allocation, contribution rates, and retirement age guidance, utilizing proprietary portfolio models developed in partnership with Morningstar Investment Management.