Cincinnati, OH Ferguson Dr Office

Daniel Bashinski is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has been self-employed since 2003. Outside of his advisory role, he engages in tax preparation work unrelated to investments. 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 with various fee-based and commission-based investment programs, combining proprietary and third-party model portfolios.

William Maxwell III is a financial advisor with Transamerica Financial Advisors in Cincinnati, Ohio, holding seven years of industry experience. His career includes roles in flooring businesses and ongoing involvement with Netlaw, where he provides referral services related to estate planning. He also engages in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, using a large advisor network and multiple program platforms. The firm’s investment approach relies on model portfolios and third-party managers, delivering services through proprietary and external models combined with referral and administration offerings for employer plans.

Pedro Falconi Cardenas is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Cetera, Northwestern Mutual, and Bank of America. Outside of advising, he is involved in managing and flipping residential real estate through multiple business ventures. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across various platforms such as Transamerica ONE and TFA365.

Guillermo Milord is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and operates GR Milord Inc., a corporation used for business purposes since 2016. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, providing investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm uses a model portfolio approach implemented via third-party managers and proprietary models, supporting both individual and institutional clients.

Karla Knox is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and four years of industry experience. She is co-owner of Spinderella 360 Experience LLC, a business providing 360 photo booth services for events. Knox also serves as Senior Manager of Asset Management at the Dayton Metropolitan Housing Authority, overseeing operations of 2,700 public housing units. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary management options.

Trevon Loeser is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at several firms including Lendmark Financial Services and Adp, and is involved in brand promotion activities as a Brand Ambassador for Bee Scene Agency and TEAM. Additionally, he provides estate planning assistance through NetLaw. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to deliver its advisory services across a broad client base.

Rebecca Milord is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also affiliated with Wealthwave and her own business, Gr Milord, Inc. Milord is involved in the sales of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.

Ruiying Tang is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and 65 licenses and 21 years of industry experience. She has worked with Transamerica since 2012 and affiliated firms including the National Association of Registered Social Security Analysts, where she educates clients on optimizing Social Security claiming strategies. Tang’s background also includes roles at DebtMerica and Anthem Health Insurance. 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 and third-party model portfolios across discretionary and non-discretionary platforms.