John Twomey is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Greenville, SC. He has seven years of industry experience, including prior roles at Edward Jones and a brief period working outside the financial sector. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a blend of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Melvin Muela is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has a diverse work history including roles at Champion Health, Inc., Wash & Post Inc., and Blue Shield of California Life & Health Insurance Company. Outside of advisory work, Muela owns Gordito Burrito, Inc., a restaurant business in Sacramento, and is involved with Life Song of Stockton as a board member. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large network of advisors and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers, offering integrated retirement plan solutions and a range of affiliated investment and insurance products.

Jiajie Yuan is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Faraday Future and Toyota Motor North America. Yuan is also involved in ownership of a rental property. 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 with a variety of proprietary and third-party investment programs, managing over $2 billion in assets across discretionary and non-discretionary accounts.

Chen Chao Fang is a financial advisor at Transamerica Financial Advisors with Series 65 credentials and one year of industry experience. His previous roles include positions at World Financial Group Insurance Agency, Springfield Bloom LLC, Cohnreznick LLC, National Healthcare Consulting, and IJR Consulting Corp. He is involved with Springfield Bloom LLC, an entrepreneurial venture outside traditional financial advising. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Jing Zhang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Zhang has worked in the financial industry since 2023 and has additional experience with Ginfinity Consulting Inc. prior to joining Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

Roger Madon is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at firms including Equitable Advisors, Primerica Financial Services, and Lincoln Financial Advisors. In addition to his advisory role, Madon is the owner of Madon Malin, P.C., a law firm where he represents clients as a labor lawyer. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Ronald Landess II is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has no prior industry experience but previously worked for over 17 years with American Underwater Products and related companies. He is currently involved with Riptide Scuba outside of his advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment management options.

Timothy Mullaney is a financial advisor at Transamerica Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various organizations including WealthWave, NetLaw Inc., and Champion Health, Inc. His outside activities include providing financial education courses through the Heartland Institute of Financial Education and serving as a notary. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Brian Batter is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Financial Group and Valle Incorporated. Outside of finance, he is a freelance bio writer conducting interviews and author reviews related to athletics and personal training. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios alongside access to third-party managers, with discretionary and non-discretionary program options.

David Le is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes long-term roles at HealthMarkets, Inc., Blue Cross and Blue Shield of Texas, and the Heartland Institute of Financial Education, alongside self-employment as a tax preparer and involvement with FM 98.7 Radio Vietnam. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary management options, and access to insurance and brokerage products.

Olivia Sula Wang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include work at InheritGuard and LSPN Direct. 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 with discretionary and non-discretionary management options.

Simon Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, he worked at Tickpick and eBay and has experience selling sports cards on eBay as a personal venture. 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. The firm provides discretionary and non-discretionary investment options and supports plan clients with affiliated retirement and recordkeeping entities.

David Babbitt 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 Transamerica Financial Advisors since 2014 and is also involved with Doutre Professional Services, where he provides professional counseling, writing, contract negotiations, permitting, construction management, tutoring, and related activities. Additionally, he works as a bus driver for Teton Stage Line. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach using both proprietary and third-party managers, offering advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms.

Taeook Kwon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations and 12 years of industry experience. His prior roles include positions at Alexander Almand & Bangs, LLP, Tech Gear USA, Inc., and World Financial Group, Inc. He is also engaged in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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, featuring proprietary model portfolios, third-party money manager access, and a mix of discretionary and non-discretionary program options.

Sudheer Indala is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Transamerica Financial Advisors since 2020 and also maintains roles at Wfgia and Chevron Phillips Chemical Company, where he is an environmental engineer. Outside of his advisory work, Indala owns a rental property. Transamerica Financial Advisors serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Dian Zang is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Transamerica, Dian worked with World Financial Group Insurance Agency and Condie & Adams PLLC. Outside of financial services, Dian has experience in aviation technology and homemaking roles. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

William Shorack is a financial advisor with Transamerica Financial Advisors based in Fort Myers, FL. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His work history includes roles at multiple firms, including DebtMerica and Novus Home Mortgage. Outside of his advisory role, he is president of Luna Life Design and Development Inc., a marketing company. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with a range of fee-based and commission-based investment programs. The firm manages over $2 billion in assets across discretionary and non-discretionary accounts and operates as both a registered broker-dealer and Registered Investment Adviser.

Philip Kingrey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also owns PS Kingrey & Co, LLC, which he uses for tax-related business activities. From 2020 to 2024, he was affiliated with The Church of Jesus Christ of Latter-Day Saints (Miamisburg Ward). Transamerica Financial Advisors serves a diverse client base including individual investors, high net worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Vijay Singhal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at firms including Prudential Financial and World Financial Group, and he leads Singhal Financial Group, LLC. Outside of his advisory work, Singhal serves as a county committee man in Piscataway Township, assisting local government by reporting community issues. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory model, offering services to individual investors, employer plans, trusts, estates, and charitable organizations.

Ya Meng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with organizations including United Health Care and Kaiser Permanente and is co-owner of Octisys LLC, a company focused on software development and IT consulting. Meng also serves as a college consultant with the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of advisors and multiple program platforms that emphasize model portfolios and third-party managers. The firm supports individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses.