Lucas Steele is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at FedEx Express and involvement with Net Law and Managed Wealth Financial. He also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs and platforms.

Suparna Dutta is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Transamerica Financial Advisors since 2013 across two tenures and is also affiliated with WFGIA. Dutta is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through fee-based wrap programs, model portfolios, third-party money managers, and commission-based insurance and brokerage products.

Lucas Wagers is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Gregory Clingerman, J Schwieterman Group LLC, Jack Hanson, WFGIA, Eastgate Group, Republic Wire Inc., and Frito Lay. He 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 and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Jack Hanson is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at WealthWave, Netlaw, and the Heartland Institute of Financial Education. He is also involved in estate planning referrals through Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios and program choices that can be discretionary or non-discretionary.

Evan Neuman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and concurrently holds roles as an assistant tennis coach at the University of Northwestern Ohio and a tennis coach at Lima Senior High School. Additionally, he coordinates shipping and receiving for Midwest Metal Fabricators. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory programs and maintains a regulatory AUM of approximately $1.7 billion.

Josh Schwieterman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He is based in Dayton, OH, and has been with Transamerica Financial Advisors since 2012. Outside of his advisory role, Schwieterman is involved in financial education and operates several businesses including automotive repair, real estate management, and agricultural ventures. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services with a variety of proprietary model portfolios and third-party money manager options, offering both discretionary and non-discretionary program choices.

Kelechukwu Oparah is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. His background includes roles at multiple organizations such as WealthWave and Net Law Group Inc. Outside of financial advising, he is an author and owner of Chu Presents, a content platform focused on life hacks related to business, influence, relationships, fitness, and productivity. He also serves on the board of The Linda Vista Project, a nonprofit supporting homeless women. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Ryan Wagner is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has been associated with World Financial Group, Inc. since 2009. Outside of advising, Wagner served as a Centerville High School hockey coach for one year and was involved with Junior Achievement for six years. 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 a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and TFA365, supported by a network of over 1,000 advisors and regulatory assets under management of approximately $1.7 billion.

Tyler Gower is a financial advisor with Transamerica Financial Advisors in Dayton, Ohio, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles with Joshua Schwieterman, WealthWave, and World Financial Group. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 across discretionary and non-discretionary platforms.

Gregory Clingerman is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Edward Jones and Strategic Solutions, and he is currently involved with Net Law in an estate planning capacity. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs.