Daniel Devine is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2022, and prior to that, he was affiliated with CARE of Southeastern Michigan, ESCHELS FINANCIAL GROUP, INC, and ProEquities, Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA holders through various managed advice programs and investment education services, using proprietary software and model portfolios developed by Morningstar Investment Management. The firm operates at scale with a broad client base and primarily focuses on non-discretionary asset management.

G Eads is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Their prior work includes positions at Transamerica Life Insurance Company, Equitable, and AXA Advisors. 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 tailored asset allocation and retirement guidance, serving approximately 212,700 clients.

Kevin Lynch is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Nationwide Investment Services Corp, Massmutual Financial Group, 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. The firm uses proprietary portfolio construction technology from Morningstar Investment Management and manages a large client base focused on asset allocation and retirement guidance.

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.

Justin Hancock 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 worked with several firms, including LPL Financial LLC, Intrust Financial Services, Bank of America, and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed advice and investment education, utilizing portfolio construction and oversight from Morningstar Investment 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.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Transamerica Investors Securities, LLC, Transamerica Life Insurance Company, and First Command Advisory Services, Inc. He has also worked outside the financial industry at companies such as Mom's Meals and PNC Bank. 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. Their portfolio construction relies on Morningstar Investment Management for proprietary software and ongoing oversight, supporting a large client base primarily with non-discretionary advisory services.

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 at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and PMU, LLC, as well as roles within Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. He also worked at Wheaton College for four years before entering the financial services industry. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed in partnership with Morningstar Investment Management to guide asset allocation and retirement planning.

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® professional with 11 years of industry experience, currently serving with Transamerica Retirement Advisors, LLC. He has been affiliated 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 managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm primarily focuses on high-volume, non-discretionary asset management rather than individualized financial planning.

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.

Bryan Donaugh is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Transamerica Retirement Advisors, LLC and has worked previously at firms including Charles Schwab & Co., Inc., Alight Financial Solutions LLC, and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary portfolio construction developed with Morningstar Investment Management.

Amy Ungles is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her prior roles include work with Nationwide Investment Services Corporation and Transamerica entities since 2016. 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 planning guidance, supported by Morningstar Investment Management’s proprietary portfolio construction and oversight tools.

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.