Clevie Carter is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Bank of America, New York Life Insurance Company, and their affiliated broker-dealers. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed and advisory retirement programs supported by Morningstar Investment Management’s model portfolios and software. The firm focuses on asset allocation and retirement planning guidance through both discretionary and non-discretionary advice.

Thomas Ellis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and ten years of industry experience. His prior work includes roles at Transamerica Investors Securities, Transamerica Life Insurance Company, and several technology firms such as Uber, Lyft, and Postmates. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios from Morningstar Investment Management to guide asset allocation, contribution rates, and retirement age decisions.