Brentwood, TN Office

Shawn Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Transamerica since 2012 and is also involved with EvoShare Inc., a fintech company that aggregates rewards and cashback programs for investment and insurance purposes. Transamerica Financial Advisors serves a diverse client base 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 model portfolios and third-party managers, with discretionary and non-discretionary program options.

Steven Haag is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 27 years of industry experience. His career includes roles at multiple financial and insurance firms, including American Funding Center and World Financial Group. He is involved in estate planning services through Inheritguard, LLC, and participates as a referring agent for Student Optimum Services, assisting students with federal loan management and forgiveness programs. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services that include fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and RIA, providing a mix of proprietary and third-party investment models with discretionary and non-discretionary options.

Michael Danielski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles in hardware and office supplies companies, including work at Hardware Tech Inc. and Prestons Office Supplies. He is also involved in sales 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 a range of advisory and broker-dealer services through proprietary and third-party models, with discretionary and non-discretionary program options.

Gerald Witcher is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been affiliated with Transamerica Financial Advisors and Gerald L Witcher, LLC since 2017, and also has involvement with National Brokerage & Sales, Inc., where he serves as President and CEO. Outside of advisory services, he has managed renewal revenue from previous mass marketing activities related to accidental death insurance. Transamerica Financial Advisors serves a diverse client base that includes 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 options.

Johanna Mockett is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is involved in estate planning services through her roles with LSPN Pro LLC and Inheritguard, LLC. Additionally, she serves as president of Mockett, Inc., which handles administrative work for her business activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, high-net-worth clients, and various institutional clients, offering both advisory and broker-dealer services. The firm employs a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Ryan Guerra is a financial advisor at Transamerica Financial Advisors with credentials including Series 63 and Series 65. He has worked in the financial services industry for over two decades, including roles at Transamerica Financial Advisors since 2012 and involvement with organizations such as Forged Man Collective and Net Law Group Inc. Outside his advisory work, he has associations with community and faith-based organizations like Crossroads Community Church and Mercy Hill Church. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios as well as insurance and brokerage products.

Jaime Villalovos is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved with several business activities, including serving on the board of directors of All For One, Inc., and authoring the book "Happy & Strong" through Happy & Strong, Inc. Transamerica Financial Advisors serves a wide range of clients, including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Roy St John is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Debtmerica and World Financial Group, and he is also president of St. John Real Estate Investments. He is involved 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, retirement plans, trusts, and corporations. The firm provides a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Todd Carpenter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Transamerica Financial Advisors in various capacities since 2003 and has involvement in other business activities including co-ownership of an entrepreneurial signage company. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, providing discretionary and non-discretionary investment program options.

Anthony Duncan is a financial advisor with Transamerica Financial Advisors in Brentwood, TN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has also been affiliated with World Financial Group since 2006. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model portfolios and third-party managers with options for discretionary and non-discretionary management.

Rodney Morgan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at WealthWave and Team Referral Network, among others. He serves as president and director of Real Wealth Creations, Inc., a corporation originally focused on real estate investment development. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models.