Robert Williams is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at T. Rowe Price from 2012 to 2019 before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation in 2020. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education services. The firm employs Morningstar Investment Management’s proprietary models for portfolio construction and serves a large client base with a focus on asset allocation and retirement planning guidance.

Yvette Turnbaugh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, and previously worked with Valic Financial Advisors from 2012 to 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach emphasizes asset allocation and retirement guidance supported by proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Kelli Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior work includes roles at Transamerica Life Insurance Company, MetLife, Protective Life, Proequities Inc, and Ohio National Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios from Morningstar Investment Management and offers both managed and non-discretionary investment recommendations.

William Ryder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been associated with various Transamerica entities since 2014. Outside of advising, he co-manages a small residential rental business with his wife. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through multiple advice programs, utilizing proprietary software and oversight from Morningstar Investment Management to provide asset allocation and retirement guidance. The firm operates at scale with over 300 advisors and emphasizes managed portfolios and non-discretionary recommendations rather than standalone financial planning.

Casey Walters is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at TDAmeritrade, Charles Schwab, Claraphi Advisory Network LLC, and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement timing. The firm utilizes Morningstar Investment Management’s technology and portfolio oversight to support its advice programs and serves a large client base primarily through non-discretionary asset management.

Stephen Brantley is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Transamerica, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments for a combined 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and oversees a large client base with both discretionary and non-discretionary assets.

Kyle Ness is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice programs focused on asset allocation, contribution rates, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios and operates with a large client base supported by 301 advisors.

James Gorman is a financial advisor with Transamerica Retirement Advisors, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab, Empower Financial Services, and Transamerica Life Insurance Company. 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 utilizes proprietary software and portfolio oversight primarily from Morningstar Investment Management and operates at scale with a large client base and a high client-to-advisor ratio.

Joseph Tarantino is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He has held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017. Tarantino holds Series 63 and Series 65 licenses and is based in Clearwater, Florida. Transamerica Retirement Advisors provides retirement plan participants and IRA owners with managed advice and investment education services, utilizing Morningstar Investment Management tools for portfolio construction and ongoing oversight. The firm serves a large client base primarily with non-discretionary asset management and operates within the broader Transamerica/AEGON group.

Desiree Reil is a financial advisor with Transamerica Retirement Advisors, LLC and holds Series 63 and Series 65 licenses. She has 29 years of industry experience, including prior roles at Raymond James & Associates and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education programs that emphasize asset allocation, contribution rates, and retirement timing. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with over 212,000 clients and 301 advisors.

Paul Reid is a financial advisor at Transamerica Retirement Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Transamerica Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Prior to his current role, he spent over a decade with the City of Roswell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio services, investment education, and both discretionary and non-discretionary advice programs. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with a focus on scaled asset allocation and retirement guidance.

Laura Mataitis is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Cetera Investment Services, and Merrill. Outside of finance, she has worked as a delivery contractor for Uber Eats. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and serves a large client base through scalable, technology-driven programs.

Denise Page is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Her prior work includes roles at Bank of America, N.A. and Merrill. She co-owns two rental properties in Florida with family members. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering both managed and non-discretionary advice through programs supported by Morningstar Investment Management’s portfolio models and software. The firm operates at scale with over 300 advisors and focuses on asset allocation and retirement planning guidance.

Spencer Angell is a CFP® with 26 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation and retirement planning. The firm employs portfolio construction supported by Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary services.

Frank Castellvi is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Ascensus and Lord Abbett & Co., LLC. He is currently based in Wyckoff, NJ. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary modeling and portfolio oversight by Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance.

Christopher Robinson is a financial advisor at Transamerica Retirement Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2019, following a two-year tenure at T. Rowe Price. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on Morningstar Investment Management for portfolio construction and ongoing oversight, offering both managed portfolios and non-discretionary recommendations to a broad client base.

Shane Dooley is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works with Transamerica Retirement Advisors, LLC and previously spent ten years at LPL Financial. Outside of his advisory role, he maintains a small personal enterprise selling excess eggs from his chickens to acquaintances. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing programs focused on asset allocation, contribution rate, and retirement age guidance. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to deliver both managed and non-discretionary advisory services.

Janai Rider is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and four years of industry experience. She has previously worked at Bank of America, Merrill, PJ United, and Enterprise Holdings Inc. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs providing managed and non-discretionary investment advice, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.

Scott Davis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, American Funds, and Jackson National Life Distributors. 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, offering both managed portfolios and non-discretionary recommendations.

Karen Clerici is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016, and previously with Prospera Financial Services, Inc. from 2012 to 2016. In addition to her advisory work, she leads weekend hikes for a local hiking company in Asheville. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, leveraging Morningstar Investment Management’s proprietary tools and model portfolios. The firm supports a large client base with both discretionary and non-discretionary investment services and is part of the broader Transamerica/AEGON group.