Bonnie Celia is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked previously with Western Southern Life and WS Brokerage Service and is involved with Port City Mushroom, LLC. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio approach implemented through third-party managers and digital platforms, managing approximately $1.7 billion in assets under management.

Patrick Dean is a financial advisor with Transamerica Financial Advisors in Wilmington, NC, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles at Transamerica Financial Advisors, United Financial Services, and W&S Brokerage Services. Outside of his advisory role, he is involved in sales of life and health 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, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.