Yuhui Cheng is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, Cheng worked at WFGIA for ten years. Cheng is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers, combining proprietary and third-party investment solutions with both discretionary and non-discretionary program options.

Gerald Witcher is a financial advisor with Transamerica Financial Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been affiliated with Transamerica Financial Advisors and Gerald L Witcher, LLC since 2017 and has a long-term role as President and CEO of NATIONAL BROKERAGE & SALES, INC., which historically focused on marketing accidental death insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services through fee-based wrap programs, model portfolios, and access to third-party money managers, delivering solutions that range from discretionary to non-discretionary management.

Mark Gentry is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with Core Value Investors LLC and World Financial Group. Outside of his advisory role, he owns and manages rental property and operates a sole proprietorship providing handyman services. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Min Zhu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Transamerica Financial Advisors since 2013 and is also the CEO of Lily Fortune Club, a business he has operated since 2022. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers.

Karl Borgersen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Awesome Benefit Advisors, Awesome Insurance, Digital Simplistics, Nucare Pharmaceuticals, and World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm operates through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Youhong Wang is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Cameron International Corporation. Outside of his advisory role, he manages an accounting and tax consulting business through YH Wang CPA LLC and provides accounting guidance for Interstate Jordan Ranch LLC, a real estate development company. Transamerica Financial Advisors serves a broad client base including individuals, institutions, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Tina Dickinson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Transamerica since 2012 and is involved in several outside activities, including serving as treasurer for WRS Global Technologies Inc and providing care services through 24 Hour Home Care, LLC. Additionally, she participates in financial education through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing over $2 billion in assets across discretionary and non-discretionary accounts.

Abel Kan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Health Net Insurance Company and Debtmerica, LLC. Kan is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 with third-party managers and digital platforms, managing regulatory assets of about $1.7 billion.

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.

Gary Smith is a financial advisor with Transamerica Financial Advisors who holds the ChFC® and Series 63 designations and has 27 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is involved in several other business activities including real estate sales, tax preparation, and estate planning services. Smith also works as a tanker driver and operates an insurance agency that has been active since 1986. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Richard Hansen is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with multiple firms including WFG Direct and Legal Shield and currently serves as a part-time Discipleship Pastor at Antelope Valley Foursquare Church, where he oversees various church ministries. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Brennen Hess is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Transamerica, he held positions at Fidelity Investments and has worked in various other roles across different industries. Transamerica Financial Advisors serves a diverse range of clients including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a combination of advisory and broker-dealer services through proprietary model portfolios and third-party managers, with both discretionary and non-discretionary program options.

Zenith Koy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and is involved in referral services for estate planning through Legacy Shield and Net Law. Additionally, he has ownership experience with KE Financial Center Zenith Koy. 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 model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Robert Pugh is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several nonprofit organizations related to public speaking, including leadership roles with Toastmasters International chapters. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, utilizing a model portfolio and third-party manager approach across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses, with regulatory assets under management of approximately $1.7 billion.

Robert Forney is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with multiple firms, including WealthWave and the Heartland Institute of Financial Education, where he provides financial literacy education. Forney is also engaged in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by a large advisor network and multiple program platforms.

Di Lu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Their work history includes roles at Dilight and Noble Consulting Inc. and involvement with youth leadership organizations. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Jonathan Braaksma is a financial advisor with Transamerica Financial Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with Black, Gould, & Assoc. as an independent health insurance broker. Outside of his advisory roles, he has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, supported by multiple advisory programs and a large advisor network.

Jerome Jostak is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked at Transamerica Financial Advisors since 2012. In addition to his advisory role, he manages small projects as an R&D Project Manager at ICU Medical, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, supporting both discretionary and non-discretionary program choices.

Lingyun Yang 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, Yang worked at The Guardian Life Insurance Co. of America and has held various positions in insurance and related fields since 2020. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and an RIA, with a platform that includes discretionary and non-discretionary investment options and affiliated retirement and recordkeeping services.

Christina Sun is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and two years of industry experience. Her background includes roles at World Financial Group and Microsoft, where she worked as a software engineer. She is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, 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.