Dale Caddick III is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at WealthWave, Net Law, WFGIA, Golden Gaming, and The Great American Pub. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Melvin Bell III is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His work history includes roles at Core Nevada LLC, Cornerstone Benefits & Insurance, Elevate Insurance, Stone Hill and Associates, Wfgia, Unum Provident, and Estate Concepts, Inc., where he serves as president. He is involved in selling health, dental, and Medicare insurance products both individually and to small groups. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, operating as both a registered broker-dealer and RIA.

Mark Leichty is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with several firms, including Kemper Health and WealthWave, and currently serves as a Certified Financial Educator at the Heartland Institute of Financial Education. Leichty also refers clients to Netlaw for estate planning services. 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’s advisory model primarily utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Jeffrey Wolfrey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His work history includes roles at multiple firms and business ventures dating back over two decades. He is involved with the Jeffrey M Wolfrey and Mary G Wolfrey Trust and has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 implements its advisory model primarily via model portfolios and third-party managers, offering both proprietary and externally managed investment options.

Neeley John is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Transamerica Financial Advisors since 2021. Outside of his advisory role, he is involved in estate planning services through LegacyShield Solutions, Inc. and assists clients with college loan management by referring them to Student Optimum Services. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.