Grandview Heights, OH Office

Justin Carras is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with several firms including Educational Retirement Advisors and Alight Financial Solutions. Carras volunteers to provide financial education seminars for public employees in state and local education systems. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Terry Mulhern is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has five years of industry experience. He is also an author, having written a book titled *Retirement - Congratulations You have Been Promoted to CEO*, and serves as a board member and presenter for Educational Retirement Advisors, where he hosts events to assist individuals with retirement planning. His prior experience includes roles at Affinity Advisory Network LLC, United Financial Services, and Nationwide Insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering both advisory and broker‑dealer services. The firm uses a combination of proprietary and third‑party investment models, providing discretionary and non‑discretionary program options.

Nicholas Roddy is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Brenamen Insurance and Financial Services. He is also involved in the sales of insurance and annuity products through firms affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a mix of proprietary and third-party model portfolios.

Alec Marshak is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Morgan Stanley and Strategic Value Partners LLC. Marshak is also a licensed life insurance agent affiliated with Transamerica’s related agencies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.