Susan King is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her work history includes roles at Transamerica Financial Advisors since 2012, World Financial Group since 2006, and more recently at Prestige Benefits and Insurance and Plexus Worldwide. Outside of advising, she is involved as an ambassador for Plexus Worldwide, a nutritional products distributor. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its advisory services.

David Hansen is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 designations and 23 years of industry experience. His career includes 24 years with Farmers Financial Solutions and Farmers Insurance Group before joining Transamerica Financial Advisors and WFGIA in 2026. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. 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 model portfolios and access to third-party money managers.

Steven Stockdale is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has a background that includes self-employment and roles at WFG and MMSMGD. Outside of his advisory work, he occasionally works as a ski instructor and handyman. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to deliver investment advisory and brokerage services through a large advisor network and multiple program platforms.

Tyson Peterson is a financial advisor with Transamerica Financial Advisors in South Jordan, Utah, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and manages Managed Wealth Financial. Outside of his advisory work, he owns and operates Mastery LLC dba Truknow, an online mentoring and training platform focused on relationship building. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement investment strategies.

Joshua Reynolds is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 66 designation and has worked in roles at Brigham Young University, WFGIA, and the Utah Glass Association. 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 offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Bart Place is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has prior experience working at Texas Instruments and Micron Technology. Outside of his advisory role, he is involved with The Sweet Place LLC, a business he has been associated with since 2021. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, 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.

Stephen Kovalscik III is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes roles at Managed Wealth Financial, Transamerica Financial Advisors, the Defense Contract Management Agency, 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 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 relies on model portfolios and third-party managers, with execution authority often delegated to platform providers such as Betterment, Fidelity, and Goldman Sachs.

Tiffany Morgan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has worked with Managed Wealth Financial since 2018 and has been affiliated with Transamerica Financial Advisors and Perpetual Legacy Financial LLC since 2012. Outside of advisory work, she is involved in sales of insurance and non-insurance products related to her firm affiliations. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Devon Widdison is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Transamerica since 2012 and has held roles at WealthWave and DebtMerica. Outside of finance, he operates Silver Reflections Photography, a part-time photography business he has run since 2004. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple platform programs. The firm’s advisory approach primarily uses model portfolios and third-party managers while offering a range of investment and retirement services.

Dalton Place is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at several firms, including Pack Tax and NIAX, and is the owner of The Sweet Place LLC, which operates two co-branded franchise food service locations in Utah. Dalton participates in a networking referral group that meets regularly for business and community activities. Transamerica Financial Advisors serves a broad client base ranging from individual investors to large institutional clients, offering a variety of advisory and brokerage services including proprietary and third-party managed model portfolios with both discretionary and non-discretionary options.

John Bingham is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having five years of industry experience. He is also the author of the book "Starting Over Starting Late or Both," which has been available since 2019. His work history includes roles at Transamerica Financial Advisors, WealthWave, Managed Wealth Financial, and World Financial Group since 2020. Transamerica Financial Advisors serves a wide range of clients, 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 and third-party model portfolios with discretionary and non-discretionary options.

Richard Phillips is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and having seven years of industry experience. His career includes positions at WealthWave, Managed Wealth Financial, World Financial Group, and WFG Direct since 2018. Outside of financial advising, he has worked in aerospace manufacturing since 1982 with PCC Aerostructures Klune-Spanish Fork, specializing in CNC programming and aerospace part production. Transamerica Financial Advisors serves a diverse range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Aaron Haaga is a financial advisor with Transamerica Financial Advisors in South Jordan, UT. He holds a Series 66 designation and has one year of industry experience. Outside of advisory work, he is involved in real estate development and management through several business ventures, including ownership and operational roles in construction, subdivision development, and real estate sales. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary model portfolios and third-party money managers, with both discretionary and non-discretionary program options.

Jordan Hatanaka is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 registrations and nine years of industry experience. He has held roles at Transamerica Financial Advisors since 2015, with prior involvement in insurance sales and bookkeeping for businesses including Crystal Tones LLC and 2 A4 Life. Outside of his advisory work, he serves as a controller at Crystal Tones LLC, a manufacturing company. Transamerica Financial Advisors serves a broad client base including individual investors, high-net-worth clients, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, employing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Alan Wilde is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His work history includes roles at Megasphere, Business Network International, Inovashare Benefits LLC, Awesome Benefit Advisors, Managed Wealth Financial, and WFGIA. He participates in business networking groups such as Business Network International and Megasphere. 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 advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Randall Fox is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at J.P. Morgan for 21 years before joining Transamerica in 2024. Outside of advising, he is the owner of Fox Properties I & II, a rental property business he has managed since 2008 through a property manager. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach across multiple platforms.

Lynn Ruff is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She serves as treasurer for the Highland Conservation District and provides estate planning-related services through LSPN Pro LLC. Lynn has been with Transamerica Financial Advisors since 2018 and has additional experience with World Financial Group and Robert Half. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory model. The firm supports individual investors, employer-sponsored plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.

Donald Braun Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at WealthWave, Managed Wealth Financial, and World Financial Group, among others. Outside of financial services, he is a shareholder in Braun Holdings LLC, a golf lab and golf simulator business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Bradley Barker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with multiple organizations including Managed Wealth Financial and WealthWave, and serves as president of Huntington Estates Water, overseeing neighborhood irrigation scheduling. Barker also provides social security analysis through the National Association of Registered Social Security Analysts. 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 to deliver investment advisory, brokerage, and retirement-plan services through multiple program platforms.

Kendra Burgon is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and three years of industry experience. She serves as president of the Silver Mesa PTA and is involved as a referral partner with Beach Boss Influencers. Kendra's prior roles include marketing positions with WealthWave and Managed Wealth Financial. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a range of advisory and broker-dealer services including fee-based wrap programs, model portfolios, and access to third-party money managers. The firm provides discretionary and non-discretionary investment programs and operates as both a registered broker-dealer and registered investment adviser.

Michael Ewing is a financial advisor at Transamerica Financial Advisors with 4 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Super Saver Media, World Financial Group, Inc., Valpak, and Dealdvisor. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, 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.

Kevin Glad is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 designations and 25 years of industry experience. He has held roles including adjunct instructor at Neumont College of Computer Science and Salt Lake Community College, and serves on the board of No Small Dreams, a nonprofit that provides educational grants and scholarships in the Philippines. Glad is also involved in accounting and business strategy for Complete Wealth Care, a medical billing firm. Transamerica Financial Advisors serves a broad range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program choices.

William Cottrell is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked with multiple firms including WealthWave and Debt America, and is also the owner and president of Calm Choice, a software-related business. 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 a range of proprietary and third-party investment programs.

Jakob Barker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Transamerica, he worked at Managed Wealth Financial and Wfgia. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC 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 platforms, managing approximately $1.7 billion in regulatory assets under management.

Connor Santry is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential. He has gained one year of industry experience with roles at Managed Wealth Financial, World Financial Group Insurance Agency, and Bankers Life and Casualty Company. Outside of finance, he has been involved with Assisted Living Locators West CT for two years. 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 with discretionary and non-discretionary options.

Christopher Miller is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in South Jordan, UT, and has one year of industry experience. Before joining Transamerica, he worked in mortgage lending and has been involved with Smokin' Fire Productions LLC since 2018. He has also served as a rescue technician for Provo Fire and Rescue. 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 a variety of fee-based and commission-based programs, with access to proprietary and third-party investment models.

Bryce Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at multiple firms, including World Financial Group and Managed Wealth Financial, where he is an owner. Outside of his advisory work, he is a partner in a part-time houseboat partnership and is involved with Eventbrite as a vendor for ticket sales. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, utilizing model portfolios and third-party money managers to implement its advisory services. The firm operates a large advisor network and offers multiple program platforms, integrating retirement plan services and affiliated product distributions.

Ryan Serr is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and is also associated with Sword & Shield Estate Planning, referring business related to estate planning. 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 a range of proprietary and third-party investment programs with discretionary and non-discretionary options.

Michelle Whitlock is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and three years of industry experience. In addition to her advisory role, she teaches private voice lessons and is involved with the Wasatch Music Coaching Academy and Dean Voice Studio, where she offers vocal instruction and occasional performances. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment options.

Rosalie Cox is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has been with Transamerica Financial Advisors since 2020 and is also involved with WealthWave, Managed Wealth Financial, and Wfgia. Outside of finance, she owns Oquirrhberg Kennels LLC, where she trains police and military dogs, including those for explosive and bed bug detection. 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 utilizes a model portfolio and third-party manager approach to investment management and supports its advisors through multiple program platforms.

Nathan Jackman is a financial advisor with Transamerica Financial Advisors in South Jordan, UT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at multiple firms, including Jackman Financial Inc., Managed Wealth Financial, and Stonehill National. Outside of investment advisory, he is involved in health insurance sales through Stonehill National. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Jennifer Evans is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Transamerica Financial Advisors since 2024 and is also involved with Widdison Enterprises, Inc. and Jackman Financial. Outside of her advisory roles, she has long-term involvement with DoTerra and the AGA Northern Utah Chapter. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, managing over $2 billion in assets under management.

Jack Feldman Jr. is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Peterson and Associates and Managed Wealth Financial. In addition to his advisory work, he operated small businesses in photography and woodworking. Transamerica Financial Advisors serves a diverse client base with both advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary management options.