Shawn Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Transamerica since 2012 and is also involved with EvoShare Inc., a fintech company focused on integrating rewards and cashback programs into investments. His prior roles include work with several organizations such as Debtmerica and All for One, Inc. 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 model portfolios, with discretionary and non-discretionary program options.

Steven Haag is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple firms, including Colonial Life & Accident Insurance Company and Cornerstone Benefits Consulting Group, focusing on supplemental benefits and employee workplace benefits. Haag is also involved in estate planning education through Inheritguard, LLC, and refers clients for college loan consulting via Student Optimum Services. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services that include proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products. The firm provides discretionary and non-discretionary investment management and supports pension plans, trusts, estates, charitable organizations, and corporations.

Michael Danielski is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 credentials and three years of industry experience. Prior to his current role, he has held positions at several companies including Hardware Tech Inc. and Sunpro. Outside of financial advising, he has worked as a project assistant counting and pricing jobs related to door frames and hardware. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporate and charitable entities, offering both advisory and broker-dealer services with proprietary and third-party investment models, including discretionary and non-discretionary program options.

Gerald Witcher is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2017 and also runs Gerald L Witcher, LLC, which is focused exclusively on TFA commissions and advisory fees. In addition, he serves as President and CEO of NATIONAL BROKERAGE & SALES, INC., a corporation formed for tax purposes that historically engaged in marketing accidental death insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, offering discretionary and non-discretionary program options.

Johanna Mockett is a financial advisor with Transamerica Financial Advisors in Franklin, TN, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her professional background includes roles at multiple entities such as Mockett, Inc., LSPN Pro LLC, and Inheritguard, LLC, where she provides client education and services focused on estate planning. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both advisory and broker-dealer services with various fee-based and commission-based programs, utilizing a mix of proprietary and third-party model portfolios.

Ryan Guerra is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has experience at Transamerica dating back to 2012 and has worked with multiple organizations including Forged Man Collective and Net Law Group Inc. Outside of his advisory work, he is involved with the Forged Man Collective. 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, providing access to proprietary and third-party model portfolios with discretionary and non-discretionary investment options.

Jaime Villalovos is a financial advisor with Transamerica Financial Advisors in Franklin, TN, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has served as an officer and owner of TEAM REVOLUTION INC. (Revolution Financial Management) since 2004. He is also vice president and author at Happy & Strong, Inc., a role he has held since 2021, and serves on the board of directors for All For One, Inc. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, employing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Roy St John is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and over 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and previously spent eight years with Debtmerica. Outside of his advisory role, he serves as president of St. John Real Estate Investments. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary model portfolios and third-party managers, providing both discretionary and non-discretionary program options.

Todd Carpenter is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica in various roles since 2003. Outside of his advisory work, he has been involved with Artisan Signs and Graphics and Artisan Direct. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Anthony Duncan is a financial advisor with Transamerica Financial Advisors in Franklin, TN, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has also been associated with World Financial Group since 2006. His other business activities include sales of insurance and non-insurance products for companies 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 through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Rodney Morgan is a financial advisor with Transamerica Financial Advisors in Franklin, TN, holding Series 63 and Series 65 credentials and having 24 years of industry experience. His work history includes roles at WealthWave, Transamerica Financial Advisors, Team Referral Network, Crusbery Decker Insurance Services, United Realty Center DBA American Funding Center, Real Wealth Creations, and World Financial Group. Outside of advisory work, he serves as President and Director of Real Wealth Creations, Inc., a corporation originally established for developing real estate investment deals. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to both proprietary and third-party money managers.