Centennial, CO E. Mineral Avenue Office

Michael Russo is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wfgia and United Airlines. 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 a range of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Benjamin York is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with several other ventures, including owning Herding Cats Consulting Inc. and acting as a real estate broker with Hart Realty Group. Additionally, he provides financial education through the Heartland Institute of Financial Education and works as a care provider with Integrated Life Choices, supporting individuals with disabilities. Transamerica Financial Advisors serves a diverse client base comprising individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary management options.

Omkar Shinde is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked in copywriting since 2023 alongside his advisory role. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary options.

Mark Gaylord is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with Transamerica Financial Advisors. He has served on the board of 1311 York Street, an Alcoholics Anonymous organization, since 2022. Gaylord also operates The Gaylord Group, a tax planning S-corporation formed for personal tax purposes. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

Sara Dickson is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and also has roles with Strategy Design LLC and Netlaw Group, where she acts as a referral agent for estate planning services. Outside of advising, she is 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 provides both advisory and broker-dealer services through proprietary and third-party investment models and offers a mix of discretionary and non-discretionary program options.

Sean Bazewicz is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. Outside of his advisory role, he manages 7th and Pearl LLC, a property maintenance business. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers for investment execution and discretion.

Kevin Brunkow is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His career includes roles at WealthWave, Transamerica Financial Advisors, World Financial Group, and DoubleTree by Hilton. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica. 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 program options.

Brennen Hess is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. 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 options for discretionary and non-discretionary management.

Trevor Jenson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with multiple firms including Panorama Management LLC, Mac5 Mortgage, and Dtc Office Partners. Outside of advisory work, he is a partner at Panorama Management LLC, managing rent collections for office properties. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach combined with third-party managers and platform sub-advisors, offering services through programs such as Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Nathaniel Dickson is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding a Series 65 license and 11 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2017 and involvement with Professional Mortgage Source LLC since 2005. Outside of advising, he is engaged in mortgage brokerage through Professional Mortgage Source LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing approximately $2.1 billion in assets as of late 2025.

Brian Loiseau is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Transamerica Financial Advisors since 2012. Loiseau is also the president and founder of Executive Planning Strategies, Inc., a tax consulting and review firm that provides tax preparation, consulting, benefit plan design, and health insurance and debt program consulting services. 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 through proprietary and third-party investment models, managing a mix of discretionary and non-discretionary assets.

Gianmarco Cacciamatta is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 credentials and has 15 years of industry experience. He has held roles at Panorama Management, LLC, WhiteFox Defense, Nationwide Employee Benefits, Wfgia, and operates Cacciamatta & Associates, where he provides professional services and consulting to business owners. Outside of his advisory work, he is involved as a consultant for an unmanned aerial systems company and actively participates in employee benefits sales. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, providing multiple investment program options alongside affiliated retirement and recordkeeping support.

Steven Warshawsky is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and two years of industry experience. His career background includes roles at Transamerica Financial Advisors, World Financial Group, TransAmerica Life Insurance Company, and Oracle. Outside of advisory work, he is involved as a lead software engineer developing software services for TransAmerica Life Insurance Company. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, with discretionary and non-discretionary program options.

George Verbrugge is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes roles at Transamerica Capital, Inc., WFG, and Advocate Health Advisors. He also serves as a referral partner for NetLaw, assisting clients with affordable legal documents such as wills and trusts. Transamerica Financial Advisors, LLC 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 model portfolios and third-party managers to implement its advisory strategies and supports its large advisor network through multiple program platforms.

Zhicheng Rui is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes roles at Alpha II, LLC and Charter Communications, where he has been involved in network IP management and bookkeeping for an investment-related LLC. 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 with both discretionary and non-discretionary program options.