Joshua Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and has three years of industry experience. He has previously worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Outside of finance, he has experience in the juice business and home improvement sectors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, offering both discretionary and non-discretionary investment guidance to a large client base.

Thomas Ellis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and ten years of industry experience. His prior work includes roles at Transamerica Investors Securities, Transamerica Life Insurance Company, and several technology firms such as Uber, Lyft, and Postmates. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios from Morningstar Investment Management to guide asset allocation, contribution rates, and retirement age decisions.

Robin Lilly is an advisor at Transamerica Retirement Advisors, LLC with Series 63 and Series 65 licenses. Although new to the financial industry with less than a year of experience, Lilly previously operated Little Lilly's Island Deli for 14 years. 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 portfolio models from Morningstar Investment Management. The firm manages a large client base with a focus on non-discretionary assets.

Marc Goodner is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at multiple Transamerica-related entities since 2018 and previously spent 12 years with Diversified Investors Securities Corp. and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services supported by Morningstar Investment Management’s technology and portfolio oversight. The firm manages a large client base with a focus on non-discretionary asset management and does not target high-net-worth or corporate clients.

Suzanne Fickle is a financial advisor with Transamerica Retirement Advisors, LLC in Wheaton, IL. She holds Series 63 and Series 66 credentials and has 10 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Bank of America, and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs focused on asset allocation, contribution guidance, and retirement planning, utilizing proprietary software and portfolio oversight from Morningstar Investment Management.

Alexander Weiner Goldsmith is a Series 66-credentialed advisor with two years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. His prior work includes roles at Transamerica Investors Securities, Transamerica Life Insurance Company, Bank of America, Merrill, and LPL Enterprise. He has also been involved with Symmetry Financial Group in a non-variable insurance commission capacity. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio advice and investment education through multiple programs. The firm employs proprietary software and third-party models to offer personalized asset allocation and retirement guidance, focusing predominantly on non-discretionary investment recommendations.