Tucson, AZ Office

Robert Roman is a financial advisor with Transamerica Financial Advisors, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Humana, Blue Cross Blue Shield of Arizona, and Inheritguard LLC, with additional involvement in estate planning education through the Heartland Institute of Financial Education. Outside of his advisory work, he owns Tucson System Builder and participates in health insurance sales for affiliated companies. Transamerica Financial Advisors, LLC serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, offering multiple program platforms such as Transamerica ONE and TFA365.

Craig Nochumson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several other business activities, including managing a boba drink and gelato shop as a 50% partner and participating as a member at large in his homeowners association. Additionally, he has roles in solar power sales referrals and offers law-related services through Net Law Group Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platform providers, supported by a large advisor network and multiple program platforms.

Jeremy Gonzalez is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at several companies such as Instacart and various entrepreneurial ventures like inheritguard, LLC and Legend LD Inc. Transamerica Financial Advisors serves a broad 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 both discretionary and non-discretionary options.

Holly Brauer is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Wilde Wealth Management Group. Outside of advisory roles, she is involved with Bulletproof Bunny, LLC, an entrepreneurial venture she has been part of since 2020. 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 discretionary and non-discretionary program options.

Caleb Bergamini is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has been working in the financial industry since 2026 and has prior experience with National Mortgage Group, Limitless Financial, and other organizations. Outside of finance, he has been involved with the Arizona Interscholastic Association since 2026. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, catering to discretionary and non-discretionary investment preferences.

Kendal Mccray is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with multiple organizations including AZ Tax Accounting and Consulting Services, Nationwide Employee Benefits, and World Financial Group. Outside of advisory work, he is involved as a partner in a tax preparation service and serves as a foster parent through the Arizona Department of Child Safety. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Sylvester Akpan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having four years of industry experience. His work background includes roles at several financial and insurance organizations, as well as providing tax preparation services. He is also involved in college consulting through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party management approach, delivering advisory services through multiple platforms such as Transamerica ONE and TFA365, with regulatory assets under management around $1.7 billion.

David Williams Jr. is a financial advisor with Transamerica Financial Advisors in Tucson, AZ. He holds a Series 66 designation and began his advisory career in 2025. His prior experience includes roles in public management and county government, as well as involvement with W3 Planning and Research LLC since 2015. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

Raymond Seward is a financial advisor with Transamerica Financial Advisors in Tucson, AZ, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His work history includes roles at Wealthwave, World Financial Group, and Boeing, where he has been employed since 1987. Seward is also 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 and high-net-worth investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary model portfolios and third-party money managers with discretionary and non-discretionary program options.

Ronald Wilson is a financial advisor with Transamerica Financial Advisors and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked with firms including AMS/Symetra Life Insurance Co, Allstate Insurance Company, and Mass Mutual Life Insurance. Wilson’s activities include marketing and selling fixed life insurance and annuities, including Tribal Life insurance. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual and high net worth investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.