Michael Russo is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wfgia and United Airlines. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Benjamin York is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with several other ventures, including owning Herding Cats Consulting Inc. and acting as a real estate broker with Hart Realty Group. Additionally, he provides financial education through the Heartland Institute of Financial Education and works as a care provider with Integrated Life Choices, supporting individuals with disabilities. Transamerica Financial Advisors serves a diverse client base comprising individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary management options.

Omkar Shinde is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked in copywriting since 2023 alongside his advisory role. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary options.

Mark Gaylord is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with Transamerica Financial Advisors. He has served on the board of 1311 York Street, an Alcoholics Anonymous organization, since 2022. Gaylord also operates The Gaylord Group, a tax planning S-corporation formed for personal tax purposes. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

Sara Dickson is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and also has roles with Strategy Design LLC and Netlaw Group, where she acts as a referral agent for estate planning services. Outside of advising, she is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models and offers a mix of discretionary and non-discretionary program options.

Sean Bazewicz is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. Outside of his advisory role, he manages 7th and Pearl LLC, a property maintenance business. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers for investment execution and discretion.

Kevin Brunkow is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His career includes roles at WealthWave, Transamerica Financial Advisors, World Financial Group, and DoubleTree by Hilton. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Brennen Hess is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Trevor Jenson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with multiple firms including Panorama Management LLC, Mac5 Mortgage, and Dtc Office Partners. Outside of advisory work, he is a partner at Panorama Management LLC, managing rent collections for office properties. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach combined with third-party managers and platform sub-advisors, offering services through programs such as Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Nathaniel Dickson is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding a Series 65 license and 11 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2017 and involvement with Professional Mortgage Source LLC since 2005. Outside of advising, he is engaged in mortgage brokerage through Professional Mortgage Source LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing approximately $2.1 billion in assets as of late 2025.

Brian Loiseau is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Transamerica Financial Advisors since 2012. Loiseau is also the president and founder of Executive Planning Strategies, Inc., a tax consulting and review firm that provides tax preparation, consulting, benefit plan design, and health insurance and debt program consulting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment models, managing a mix of discretionary and non-discretionary assets.

Gianmarco Cacciamatta is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 credentials and has 15 years of industry experience. He has held roles at Panorama Management, LLC, WhiteFox Defense, Nationwide Employee Benefits, Wfgia, and operates Cacciamatta & Associates, where he provides professional services and consulting to business owners. Outside of his advisory work, he is involved as a consultant for an unmanned aerial systems company and actively participates in employee benefits sales. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, providing multiple investment program options alongside affiliated retirement and recordkeeping support.

Steven Warshawsky is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and two years of industry experience. His career background includes roles at Transamerica Financial Advisors, World Financial Group, TransAmerica Life Insurance Company, and Oracle. Outside of advisory work, he is involved as a lead software engineer developing software services for TransAmerica Life Insurance Company. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, with discretionary and non-discretionary program options.

George Verbrugge is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes roles at Transamerica Capital, Inc., WFG, and Advocate Health Advisors. He also serves as a referral partner for NetLaw, assisting clients with affordable legal documents such as wills and trusts. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and supports its large advisor network through multiple program platforms.

Zhicheng Rui is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes roles at Alpha II, LLC and Charter Communications, where he has been involved in network IP management and bookkeeping for an investment-related LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary program options.

Jodi Brown is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica since 2013. Outside of her advisory role, she serves as Executive Director of Parkinson of the Rockies, a nonprofit supporting people diagnosed with Parkinson’s disease, where she manages a team and oversees daily operations. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, trusts, estates, and employer-sponsored plans. The firm utilizes model portfolios and third-party managers to implement its advisory strategies across multiple platforms.

Peter Dickson is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 credentials and three years of industry experience. His prior work includes roles at Sprint and WFGIA, and he is also a managing partner of Dixinco LLC. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Rodney Clark Jr. is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2015. Clark also operates Net Law Group Inc., providing legal document services such as wills and powers of attorney, alongside his advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with access to proprietary and third-party investment models, managing billions in assets across discretionary and non-discretionary programs.

Ryan Allen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Netlaw Group Inc., WealthWave, and various health insurance companies. He also provides estate planning referrals as an independent contractor. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Cameron Berry is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2017, along with prior experience at Net Law, Instacart, Lyft, G2 Security, and WFGIA. He is involved in referring clients for estate planning services through Net Law. Transamerica Financial Advisors serves a diverse client base with advisory and broker-dealer services, offering proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

Deanna Lewis is a financial advisor with Transamerica Financial Advisors, holding a ChFC® designation and Series 63 and 66 licenses, and has seven years of industry experience. Her career includes roles at Fidelity Brokerage Services, Merrill, Bank of America, and Curi RMB Capital. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charitable organizations, and corporations with a range of advisory and broker-dealer services, including proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, offering discretionary and non-discretionary program options.

Nathan Schroeder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Compass Inc, Transamerica Financial Advisors, and World Financial Group, and is also involved in real estate as an associate broker with Colorado Home Realty. Additionally, he co-owns Money Mailbox, LLC, which provides real estate education, and has been engaged in project management of leadership communications through Futurealign Incorporated since 2014. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Venessa Rodriguez is a financial advisor at Transamerica Financial Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with firms including The Guardian Group and Bank of America. Outside of her advisory role, she has been involved in sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary program options.

Phillip Lobato is a financial advisor with Transamerica Financial Advisors, holding a Series 65 designation and 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has prior experience at Radio Frequency Systems and Wfgia. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple program platforms to implement its advisory services.

Ryan Weeks is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. His work history includes roles at Mountain Valley Medicare of Colorado and Sword and Shield Estate Planning LLC, where he is involved in Medicare education and estate planning referrals. Prior to his advisory career, Weeks held positions at the National Renewable Energy Laboratory and several delivery service companies. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors, offering integrated retirement services alongside investment advisory and brokerage solutions.

Mark Frank is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 10 years of industry experience. His career includes roles at Veridaas Corporation and World Financial Group, alongside his ongoing self-employed consulting work in project management, information technology, and remote sensing. He also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Joseph Whitcomb is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and is also the president and founder of Whitcomb, Selinsky, PC, a law firm where he oversees a staff of attorneys and paralegals. His prior experience includes work with Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary investment options.

Michael Hess is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at the Heartland Institute of Financial Education and Jeppesen Sanderson Inc. Outside of his advisory work, he owns ROCK BCC LLC, which is involved in coaching and consulting. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Daniel Lanskey is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica since 2014. Outside of his advisory role, Lanskey is involved with Net Law Group Inc., where he assists clients in estate planning by helping them obtain wills and trusts. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party investment models, with discretionary and non-discretionary management options.