Transamerica Retirement Advisors, LLC

Jill Winter is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various firms, including Equitable and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and focuses on non-discretionary asset management rather than high-net-worth or corporate clients.

John Myers is a financial advisor at Transamerica Retirement Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to provide asset allocation, contribution rate, and retirement age guidance.

Rustomji Dubash is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance for a broad client base.

Christopher Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 licenses and having eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, NYLIFE Securities, Comerica Securities, and LPL Financial. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, utilizing proprietary portfolio models and ongoing oversight from Morningstar Investment Management.

Jason Pope is a financial advisor with Transamerica Retirement Advisors, LLC in Lawrenceville, GA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His career includes roles at Primerica Financial Services, WFGIA, and multiple Transamerica-related entities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and portfolio oversight, providing both implemented managed portfolios and non-discretionary recommendations at scale.

Samantha Mayfield is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Transamerica Retirement Advisors, LLC. Her prior roles include positions at Voya Investments and Cambridge Investment Research, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary portfolio models and third-party expertise to provide tailored asset allocation and retirement guidance to a large client base.

Daniel Guzzo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been affiliated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. He is also involved with the Taproot Foundation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, employing proprietary software and third-party expertise to provide personalized asset allocation and retirement planning guidance.

Francisco Fuentes is a Certified Financial Planner® with 28 years of experience in the financial services industry. He is currently with Transamerica Retirement Advisors, LLC and has held roles at several firms, including Cetera Investments Advisers and Valic Financial Advisors. His background also includes work outside traditional financial services at Protranslating. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary investment guidance supported by Morningstar Investment Management’s proprietary tools and model portfolios.

Aurora Coleman is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Transamerica Capital Inc, Tata Consulting Services, and Transamerica. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with tailored managed advice and investment education services, utilizing proprietary tools and model portfolios developed in partnership with Morningstar Investment Management.

Jonathan Velez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various advice programs. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and it operates at scale with a focus on non-discretionary assets.

Scott Rosati is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Prudential Insurance Company of America, and Scottrade. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using portfolio strategies supported by Morningstar Investment Management and offering both discretionary and non-discretionary recommendations.

Jeffrey Bruce is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014, following a brief tenure at Ameriprise in 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that provide managed portfolios, non-discretionary advice, and investment education. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and focuses on asset allocation, contribution rates, and retirement timing guidance.

Cesar Bernal is a financial advisor at Transamerica Retirement Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Alight Financial Advisors LLC, J.P. Morgan Securities, and Valic Financial Advisors. He is based in Miami, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education, utilizing proprietary portfolio software and model allocations from Morningstar Investment Management. The firm focuses on non-discretionary and discretionary assets at scale and operates within the broader Transamerica/AEGON group.

Donald Mc Neill is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley, Tesla, and Thyssenkrupp Elevator. In addition to his advisory duties, Mc Neill operates an eBay retail business outside of his financial services work. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

John Illingworth is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, OneAmerica Securities, Protective Life Insurance, and Edward Jones. He serves on the Indiana State University Scott College of Business Young Professionals Board. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing portfolio construction and oversight supported by Morningstar Investment Management.