Jonathan Braaksma is a financial advisor with Transamerica Financial Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with Black, Gould, & Assoc. as an independent health insurance broker. Outside of his advisory roles, he has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, supported by multiple advisory programs and a large advisor network.

Rudy Ariate is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has served in various roles, including as a CPA and owner of a tax and accounting service, and is involved with the National Association of Registered Social Security Analysts and the Heartland Institute of Financial Education. His other activities include providing financial literacy education and offering online wills and trust referrals. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

Miguelito Reyes is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with both Transamerica Financial Advisors since 2014 and World Financial Group since 2012. He was also involved with B & L Learning Center LLC from 2011 to 2019. Reyes is engaged in the sale 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 offers both advisory and broker-dealer services through proprietary model portfolios and access to third-party managers, operating as both a registered broker-dealer and a registered investment adviser.