Daniel Wehmhoff is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, New York Life, and Eagle Strategies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Michael Fiumara is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Transamerica Life Insurance Company. Outside of finance, he was involved with Tony's Pizza from 2023 to 2025. 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 serves a large client base with both discretionary and non-discretionary asset management.

Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. 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, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Kristin Olson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at Ameriprise Financial Services Inc., Hemingway Wealth Management, and United Planners Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement planning. The firm uses portfolio construction and oversight from Morningstar Investment Management and operates primarily with non-discretionary assets at scale.

Ignacio Quiroz is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021 and previously spent seven years at TIAA. Outside of his advisory role, he owns a fitness and nutrition coaching business focused on mindset coaching and personal transformation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education. The firm uses proprietary portfolio construction tools provided by Morningstar Investment Management and manages a large client base primarily through non-discretionary asset allocations.

Kyle Vella is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Transamerica-related entities. Outside of advising, he is employed in golf operations at Hampton Golf in Saint Augustine, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education with an emphasis on asset allocation and retirement planning. The firm uses proprietary portfolio construction tools from Morningstar Investment Management and supports a large client base primarily through non-discretionary advisory programs.

Patricia Dimmer is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Waddell & Reed Inc, and various insurance agencies. Dimmer is based in Brighton, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s investment approach emphasizes asset allocation and retirement guidance using proprietary tools developed with Morningstar Investment Management.

Todd Gianguzzi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. since 2006. Outside of his advisory role, he has established a photography website focused on weekend assignments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using proprietary portfolio construction tools developed in partnership with Morningstar Investment Management.

Douglas Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Diversified Investors Securities Corp. 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’s investment approach involves proprietary software and model portfolios provided by Morningstar Investment Management, focusing on asset allocation and retirement planning guidance across a large client base.

Jon Nielsen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Outside of advising, Nielsen is involved in a personal entrepreneurial venture related to real estate by managing a rental property held in an LLC with his wife. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advisory programs focused on asset allocation, contribution rates, and retirement age guidance. The firm integrates investment models and oversight from Morningstar Investment Management and manages a high volume of clients, emphasizing non-discretionary asset management.

Chad Foslien is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. 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 and guidance tools developed in partnership with Morningstar Investment Management and focuses on non-discretionary asset management at scale.

David Tritt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, focusing on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management for portfolio construction and ongoing oversight, operating at scale with a large client base and substantial non-discretionary assets.

Beverly Arias is a financial advisor with Transamerica Retirement Advisors, LLC in Sarasota, FL. She holds Series 63 and Series 66 licenses and has 39 years of industry experience. Beverly previously worked at PNC Bank and PNC Investments from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing investment education and advice programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm utilizes proprietary portfolio construction and oversight tools from Morningstar Investment Management and manages a large client base primarily through non-discretionary assets.

Allen Swenson is a financial advisor with Transamerica Retirement Advisors, LLC, based in Duluth, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Transamerica Retirement Solutions since 2017 and previously worked at The Marshall and the University of Minnesota. Outside of advising, Swenson has been a content creator for Jukin Media, which markets videos he produced related to his recreational snowboarding. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advice programs focusing on asset allocation, contribution rates, and retirement age guidance. The firm uses portfolio models and oversight provided by Morningstar Investment Management and manages a large client base primarily with non-discretionary asset management solutions.

Joshua Schmidt is a financial advisor at Transamerica Retirement Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide guidance focused on asset allocation, contribution rates, and retirement timing.

Emily Corder is a financial advisor at Transamerica Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica in various roles since 2016. Outside of her advisory work, she is involved as a Wellness Advocate with DoTerra International. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of advisory programs, emphasizing asset allocation, contribution rate, and retirement age guidance. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to deliver managed and non-discretionary advice to a broad client base.

Charles Doughty is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and Equitable Advisors. Outside of his advisory work, he creates faceless short story and inspiration content on YouTube. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs focused on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to support its investment approach.

Annie Adams is a financial advisor with Transamerica Retirement Advisors, LLC in Cleveland, TN, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. She previously worked at Horace Mann Companies and Horace Mann Investors, Inc. outside of her advisory role, she was the owner of Two Ravens LLC, a short-term rental business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. Its investment approach relies on Morningstar Investment Management’s proprietary software and model portfolios to guide asset allocation and retirement planning.

Jordan Taylor is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Transamerica, Taylor worked at Robinhood Markets, Inc. and Charles Schwab & Co., Inc. Outside of financial services, Taylor has diverse work experience in customer service roles across various industries. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and education programs. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Christopher Costello is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and having two years of industry experience. He has been with Transamerica Investors Securities Corporation since 2024 and has worked with Transamerica Retirement Solutions since 2016. Outside of his advisory role, he has occasionally worked as a rideshare driver for Uber and Lyft. 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, providing both managed and non-discretionary recommendations to a broad client base.