Brandon Matthews is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors, TIAA-CREF, and Strategic Advisers, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that provide asset allocation, contribution, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing a large client base with a focus on non-discretionary assets.

William Hutson is a financial advisor with Transamerica Retirement Advisors, LLC in Euless, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works as a food delivery driver for DoorDash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs offering managed advice and investment education. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Linda Bowen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

John Erickson is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, Erickson worked at Charles Schwab and held various positions in the Scottsdale area. 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 third-party model portfolios to provide both managed and view-only recommendations.

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. 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 with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Jonathon Hamilton is a financial advisor with Transamerica Retirement Advisors, LLC in Cornelius, NC, holding Series 63, Series 65, and Series 66 credentials and five years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Mortgage Right. He has also worked with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2024. 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 portfolio construction and oversight technology from Morningstar Investment Management and operates at scale with a high client-to-advisor ratio, focusing on non-discretionary asset management.

Joseph Parker is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, The Prudential Insurance Company of America, New York Life Insurance Company, and FedEx Ground. 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, operating at scale with over 212,000 clients and 301 advisors.

Alan Perdue Jr. 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, Merrill, Robinhood Markets, Inc., and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Allan Hunter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2010. 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’s proprietary tools for portfolio construction and provides primarily non-discretionary investment solutions to a broad client base.

Jennifer Jenson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Outside of her advisory work, she is an independent sales consultant for Norwex, a company focused on reducing chemicals in the home environment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that emphasize asset allocation, contribution guidance, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios for personalized advice and operates a large-scale advisory platform with over 300 advisors.

Lynn Parrott is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and having 13 years of industry experience. She has been affiliated 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 various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary technology and model portfolios from Morningstar Investment Management.

Andrew Trujillo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at GWFS Equities, Inc., Northwestern Mutual, and Transamerica-related entities. Before entering the financial industry, he was involved in a fencing business for six years. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners with programs focused on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.

Brandon Hanenburg is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023. Prior to that, he held roles at Thrivent Financial and Thrivent Investment Management. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, servicing a large client base primarily through non-discretionary asset management.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

Carlan Strand is a CFP® with 13 years of industry experience currently working at Transamerica Retirement Advisors, LLC. He previously held roles at Ameriprise Financial Services, Inc. and Ameriprise from 2012 to 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services through various programs that emphasize asset allocation, contribution guidance, and retirement planning. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, serving a large client base with a significant portion of non-discretionary assets.

Gregory Lewis is a financial advisor with Transamerica Retirement Advisors, LLC based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors, Inc. since 2004. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice, advisor managed advice, and investment education services. The firm emphasizes asset allocation and retirement planning, using proprietary technology and third-party model portfolios to deliver personalized recommendations to a broad client base.

Eugene Musselwhite III is a financial advisor at Transamerica Retirement Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Transamerica Investors Securities Corporation since 2017, as well as Transamerica Retirement Solutions since 2016. Prior to that, he was with Lincoln Financial Advisors and has operated a self-employed advisory practice since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that include implemented portfolios and non-discretionary recommendations. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to guide asset allocation, contribution rates, and retirement age decisions for a large client base.

Shawn Park is a financial advisor with Transamerica Retirement Advisors, LLC, holding CFP® and CFA® designations and over 27 years of industry experience. His prior experience includes 17 years at Calamos Advisors LLC and Calamos Financial Services LLC. He is based in Colorado Springs, CO. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advisory programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.

John Hudgins is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work includes roles at Mutual of Omaha and H & R Block. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, combining proprietary portfolio construction with third-party oversight and focusing on asset allocation and retirement guidance. The firm operates at scale, supporting a large client base with non-discretionary and discretionary investment services.

Zoe Derr is a Series 66-licensed advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. Her prior roles include positions at Equitable Advisors and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering various managed advice programs and investment education services that emphasize asset allocation and retirement guidance. The firm employs proprietary software and model portfolios developed by Morningstar Investment Management to support its portfolio construction and advice delivery.