Stillwater, OK Office

Sikander Lodhi is a financial advisor with Transamerica Financial Advisors. He holds Series 63 and Series 65 licenses and has experience in the financial industry since 2017, alongside prior service in the US Army from 2008 to 2017. Outside of advisory work, he manages a website related to My Federal Retirement and is involved with a debt consolidation software provider, United Financial Freedom. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large network of advisors and multiple program platforms. The firm employs model portfolios and third-party managers for investment management and offers an integrated retirement plan ecosystem involving affiliated entities and proprietary as well as external model portfolios.

James Treat is a financial advisor with Transamerica Financial Advisors in Stillwater, Oklahoma, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at several firms, including WealthWave, Philadelphia American Life Insurance Company, and World Financial Group. His other business activities include referring small business owners to payroll and point of sale services and assisting clients seeking health insurance alternatives. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services using proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

William Hutchinson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Transamerica since 2012 and also has work history with Jackson Hewitt Tax Services and Code 4 Security. Outside of finance, he works as a laborer at Farview Farms, involved in custom and retail meat processing. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Patricia Ardern is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at College Loan Freedom and the United States Census Bureau, alongside ongoing work as a freelance transcriber for Rev.com. She served on the board of the Stillwater Frontier Rotary Club Foundation from 2013 to 2020. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors to implement client strategies.

Yun Jang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Jang holds a Series 66 designation and previously worked at KC Interventional. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, 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.

Brett Wible is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and previously held roles at World Financial Group, Fiserv, and Verizon Wireless. In addition to advisory work, he has experience in credit card processing sales as a senior business consultant. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with multiple program platforms and supports its advisors through affiliated entities and third-party managers.