Jonathan Cline is a financial advisor with Transamerica Financial Advisors in Idaho Falls, ID, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has held roles with multiple firms including Bell Financial and WealthWave, and serves in leadership positions with LeTrip International. Outside of finance, he is a spin instructor who leads and teaches exercise classes. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a combination of advisory and broker-dealer services with proprietary and third-party investment programs.

Shawn Mc Intier is a financial advisor with Transamerica Financial Advisors in Idaho Falls, ID, holding Series 65 and Series 63 licenses and has seven years of industry experience. He has worked concurrently at Bechtel Marine Propulsion Corporation since 2004 and serves as an independent contractor for Netlaw-Protect Wealth, providing estate planning paperwork for clients interested in trusts. 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 a range of proprietary and third-party investment programs and reported $1.66 billion in discretionary assets under management as of the end of 2025.

Shelly Norman is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and with two years of industry experience. She has previously worked at firms including World Financial Group and has roles in estate planning communications and referrals for living wills and trusts. Outside of advising, she is a self-published author and has recorded an album of harp music that is available on several streaming platforms. Additionally, she gives tours at the Idaho National Laboratory, a Department of Energy national laboratory. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models.