Brendan Petty is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Transamerica Life Insurance Company, MassMutual, and Mutual of Omaha. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight.

Giana D'alessandro is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Prior to her advisory career, she was employed at Monmouth University for five years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and models to provide personalized portfolio construction and ongoing oversight.

Jeremy Martin is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Northwestern Mutual and service in the U.S. Army. He also has an ongoing academic affiliation with the University of Colorado Denver. 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 from Morningstar Investment Management to provide personalized asset allocation and retirement guidance to a large client base.

Donald Baron is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at Edward Jones and T-Mobile US. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advice, operating with a large client base and emphasizing non-discretionary asset management.

Caterina Costante is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 27 years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Empower Retirement Services, and Cuna Mutual Group. 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 portfolio construction tools and third-party expertise to provide asset allocation and retirement guidance for a large client base.

Gregory Dible is a financial advisor with Transamerica Retirement Advisors, LLC in Las Vegas, NV, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior work includes roles at Ameriprise, TD Ameritrade, Fidelity Investments, Charles Schwab, and Citigroup Global Markets. Outside of finance, he is involved in planning and guiding wilderness tours through his work with Blazing Paddles, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs. The firm integrates Morningstar Investment Management’s proprietary software and model portfolios in its advice, operating at scale with a large client base focused on non-discretionary asset management.

Alex Hackworthy is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2015 and TRANSAMERICA Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs focused on asset allocation, contribution rates, and retirement age guidance. The firm uses Morningstar Investment Management’s proprietary tools for portfolio construction and manages a large client base primarily through non-discretionary advice.

Jerod Ensz is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and five years of industry experience. His prior work includes roles at Whitesell Financial Group, LLP and Commonwealth Financial Network. Outside of his advisory career, he is involved in managing single-family rental properties. 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 guidance. The firm leverages Morningstar Investment Management’s proprietary software and portfolio models and operates with a large client base and advisor team.

Ebony De Pooter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Edward Jones and Transamerica affiliated firms. She has a passive income interest from previously published affiliate marketing content through Abide Productions, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed and non-discretionary investment advice, relying on Morningstar Investment Management’s proprietary tools and models to personalize asset allocations and retirement guidance.

Christine Kopecky is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and having four years of industry experience. Her prior employment includes roles at Northwestern Mutual and Securities America, as well as a period working independently. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services that emphasize asset allocation and retirement planning through proprietary tools developed with Morningstar Investment Management.

Ghada El Gamal is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Outside of her advisory role, she manages a rental property business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary tools and portfolio oversight from Morningstar Investment Management.

Michael Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Bank of America, Citizens Securities Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to tailor asset allocation and retirement guidance.

Gregory Trout is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has worked within multiple related Transamerica entities since 2015. Trout has indicated plans to enter residential property investment to generate rental income in the future. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of managed advice programs and investment education services. The firm’s approach relies on proprietary software and third-party experts for portfolio construction and oversight, focusing primarily on asset allocation and retirement guidance for a large client base.

Kevin Vaughan is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. His prior experience includes roles at Equitable Advisors, AXA Advisors, Trader Joe’s, and the University of Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary technology and model portfolios. The firm operates at scale with a large client base and focuses on asset allocation, contribution rates, and retirement age guidance.

Veronica Malone is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation, VOYA Financial Advisors, and Principal Securities Inc. Outside of finance, she has worked with Visiting Angels, a non-financial organization. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary portfolio models and software. The firm focuses on asset allocation and retirement planning guidance, operating at scale with a large client base and a high client-to-advisor ratio.

Edward Batchelder is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and three years of industry experience. His prior work history includes roles at J.P. Morgan Securities LLC and the United States Air Force Reserves. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed advice, advisor-managed advice, and investment education, primarily leveraging Morningstar Investment Management’s proprietary portfolio tools and model allocations.

Christian De Veer is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Merrill and service in the United States Air Force. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, emphasizing asset allocation and retirement guidance supported by proprietary technology and model portfolios from Morningstar Investment Management.

Leslie Wyatt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wyatt has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2007. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized asset allocation and retirement guidance.

Scott Jozefowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, GWFS Equities, and Diversified Investment Advisors. 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 operates at scale with over 212,000 clients and emphasizes non-discretionary asset management rather than targeting high-net-worth or corporate clients.

Halee Dickinson is a financial advisor with Transamerica Retirement Advisors, LLC in Evansville, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Transamerica, she worked at Edward Jones and Old National Bank, among other roles. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation and retirement guidance through both discretionary and non-discretionary programs.