Annie Adams is a financial advisor with Transamerica Retirement Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her prior experience includes multiple roles at Horace Mann Companies and its affiliated entities. Outside of her advisory work, she is an owner of a short-term rental business through TWO RAVENS LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that utilize proprietary tools from Morningstar Investment Management to provide asset allocation, contribution guidance, and retirement planning recommendations.

Jordan Taylor is a financial advisor at Transamerica Retirement Advisors, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Robinhood Markets, Inc. and Charles Schwab & Co., Inc. before joining the firm. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized investment recommendations.

Christopher Costello is a financial advisor at Transamerica Retirement Advisors, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Transamerica entities since 2016. Outside of his advisory work, he has occasionally driven for Uber and Lyft. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education programs. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

Ruben Gonzalez is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and 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 through various managed advice programs and investment education services. The firm’s approach utilizes proprietary software and portfolio oversight from Morningstar Investment Management to provide tailored asset allocation and retirement guidance across a large client base.

Kendrick Crayton is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, Robinhood Financial, and TD Ameritrade. Outside of his financial services career, he is the owner of Earn Your Weekend, a personal training business based in Dallas, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. The firm utilizes proprietary software and model portfolios developed with Morningstar Investment Management to tailor asset allocation and retirement guidance for its clients.

Adam Kucsan is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes positions at Fidelity, Scottrade, Wag Labs, and multiple Transamerica affiliates. Outside of his advisory role, he is CEO of KATIES KLOZET, an app development company. 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 planning. The firm utilizes Morningstar Investment Management’s proprietary software and models to guide portfolio construction and operates at scale with over 200,000 clients.

Codiak Garland is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Transamerica in 2019, Garland worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. 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 portfolio oversight provided by Morningstar Investment Management. The firm manages a large client base primarily using non-discretionary assets, focusing on asset allocation and retirement guidance rather than standalone financial planning or high-net-worth clients.

Humberto Minaya Jr. is a financial advisor with Transamerica Retirement Advisors, LLC who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, focusing on asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary investment recommendations.

Joshua Wilson is a financial advisor at Transamerica Retirement Advisors, LLC with 9 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Bank of America, Merrill, and Edward Jones. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement timing. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and predominantly non-discretionary assets.

Robert Schweitzer is a financial advisor with Transamerica Retirement Advisors, LLC in Phoenix, AZ. He holds Series 63 and Series 66 credentials and has four years of industry experience. His prior work includes roles at Fidelity Investments and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm uses Morningstar Investment Management’s proprietary software for portfolio construction and offers both managed portfolios and non-discretionary, view-only recommendations.

Anita Ixcamparij is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and with four years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Valic Financial Advisors, and Agia. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs, using proprietary tools from Morningstar Investment Management to provide personalized asset allocation and retirement guidance. The firm serves a large client base with a mix of managed portfolios and non-discretionary recommendations.

Randall Kensinger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Diversified Investors Securities Corp. and A. G. Edwards & Sons, Inc. He is based in Fishers, Indiana. 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 to provide proprietary software and model portfolios, focusing on asset allocation and retirement planning guidance for a large, primarily non-discretionary client base.

Alex Adair is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018 and previously held a position at Sabic Polymershapes from 2014 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary portfolio models from Morningstar Investment Management tailored to client-specific retirement goals.

James Whittemore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been associated 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 programs such as Managed Advice, Advisor Managed Advice, and Today’s Advice, providing investment education and personalized portfolio guidance using proprietary software and model asset allocations developed in partnership with Morningstar Investment Management.

Abid Afridi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he is employed part-time at a 7-Eleven franchise in a customer service capacity. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed portfolio and advisory services that focus on asset allocation and retirement planning guidance. The firm utilizes proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates at scale with a primarily non-discretionary asset base.

Brian Thedford is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and Co., Inc., Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that focus on asset allocation, contribution guidance, and retirement planning. The firm uses proprietary technology from Morningstar Investment Management to tailor portfolio construction and provides services primarily on a non-discretionary basis.

Eric Vowles is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments, LPL Financial, and Thrivent Financial. Outside of his advisory work, he has also worked as a Doordash driver. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs that utilize proprietary Morningstar Investment Management software for portfolio construction and ongoing oversight. The firm operates at scale with over 212,000 clients and focuses primarily on retirement-related asset allocation and contribution guidance.

Madison Dunn is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Transamerica, Madison worked at Powell Wealth, Nuveen Asset Management, and Ameriprise Financial. Madison's background also includes roles outside of finance, such as working with Bernhardt Furniture and coaching gymnastics. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that emphasize asset allocation, contribution guidance, and retirement age planning. The firm uses Morningstar Investment Management’s proprietary tools for portfolio construction and operates at scale with a large client base focused primarily on non-discretionary assets.

Bryan Bohlman is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been affiliated with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services focused on asset allocation, contribution guidance, and retirement planning. The firm’s advice utilizes Morningstar Investment Management’s portfolio models and serves a large client base primarily through non-discretionary asset management.

Gary Garrett is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering Managed Advice, Advisor Managed Advice, and Today’s Advice programs focused on asset allocation, contribution rate, and retirement age guidance. The firm relies on proprietary software and model portfolios from Morningstar Investment Management and operates at scale with more than 212,000 clients and over 300 advisors.