Olaf Kinstler is a CFP® professional with five years of industry experience, currently affiliated with Transamerica Financial Advisors. His career includes roles at The Prudential Insurance Company of America, AXA Advisors, and World Financial Group, among others. He also engages in the sale of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.

Trevor Jenson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with multiple firms including Panorama Management LLC, Mac5 Mortgage, and Dtc Office Partners. Outside of advisory work, he is a partner at Panorama Management LLC, managing rent collections for office properties. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach combined with third-party managers and platform sub-advisors, offering services through programs such as Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Kandi Kauffman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and YTB Travel. Outside of her advisory role, she operates a travel agency website and manages a personal holding company for tax preparation purposes. 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 supported by third-party managers and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Joel Servatius is a financial advisor with Transamerica Financial Advisors in Oak Harbor, WA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has served on the Oak Harbor City Council and the Greater Oak Harbor Chamber of Commerce and is the owner of Whidbey Ink, a silk screening business specializing in T-shirt design and production. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of fee-based and commission-based investment options. The firm features proprietary and third-party model portfolios and operates as both a registered investment advisor and broker-dealer.

Mario Delacruz is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Veratex, Inc., AAA T.L.C Health Care, DLV Vision, and Great Start Mortgage, where he currently advises and submits mortgage loan applications. He has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Junwei Liu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 registrations and has 21 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2018 and the Transamerica Agency Network since 2014, with prior experience at firms such as Waddell & Reed and PRUCO Securities. Liu also engages in the sale of insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party investment models, operating as both a registered investment advisor and a broker-dealer.

Orobosa Ero is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Transamerica, Ero worked at Bank of America, Merrill, and Wells Fargo in various roles. Outside of finance, Ero is co-owner of Green Hills Transportation LLC, a family-run freight and medical transportation business. 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 featuring proprietary and third-party investment models, with assets under management of approximately $2.1 billion as of late 2025.

Kenneth Block is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 39 years of industry experience and has held roles at various firms including Wagner Investments, LLC and Hyland, Block & Hyland, Inc. Outside of his advisory work, he serves as president and board member of the Woods Landis Lakes Homeowners Association. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through platforms such as Transamerica ONE and TFA365. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Dai Pham is a financial advisor with Transamerica Financial Advisors in Alviso, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has served as treasurer and consultant for the International Children Assistance Network, supporting treasury and finance functions, and acts as a foster parent for the San Francisco Human Services Agency. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment model portfolios.

Anthony Hicks is a financial advisor with Transamerica Financial Advisors in Carson, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has previously worked with World Financial Group since 2001. Outside of his advisory role, he is involved in rental property management. 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 with proprietary and third-party model portfolios, providing discretionary and non-discretionary investment programs.

Frank Schoen is a financial advisor with Transamerica Financial Advisors in Hoffman Estates, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He is the owner of The Force Agency, Inc. and S2C Tax & Accounting Services LLC, where he provides tax preparation and accounting services. Schoen has been with Transamerica Financial Advisors since 2012. 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 with a range of proprietary and third-party investment models in discretionary and non-discretionary programs.

Thomas Mathews Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 39 years of industry experience. In addition to his advisory role, he is an author and manages several business ventures focused on financial education and media, including Wealthwave Media LLC and How Money Works LLC. He has authored the book How Money Works and is involved in creating financial literacy materials. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, providing discretionary and non-discretionary investment solutions.

Chico Huang is a Series 66-licensed financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, he worked at GPFIS, Prudential Advisors, New York Life, and Megaplus Consulting. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Jeffrey Huber is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Transamerica since 2012 and previously worked with Awesome Benefit Advisors and WFG. Outside of his advisory role, he is president and sole owner of Jeffrey R Huber Properties LLC and also leads Jeffrey R Huber Wealth Management LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Sylvester Brown is a financial advisor with Transamerica Financial Advisors who holds a Series 63 designation and has 41 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also works with World Financial Group, Inc. since 2014. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach delivered through multiple advisory programs and third-party managers, supported by an extensive advisor network.

Sean Kelley is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Sargent and Lundy and Aliera Healthcare. Outside of his advisory role, he owns S M Kelley Consulting Group LLC, which provides engineering consulting on technical issues. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, supporting a broad range of client needs including discretionary and non-discretionary investment management.

Nathaniel Dickson is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding a Series 65 license and 11 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2017 and involvement with Professional Mortgage Source LLC since 2005. Outside of advising, he is engaged in mortgage brokerage through Professional Mortgage Source LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing approximately $2.1 billion in assets as of late 2025.

Grace Ong is a financial advisor with Transamerica Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also affiliated with Senior Advocate Services, where she provides Medicare and health insurance plans. 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 through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Kavita Rajaratnam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked in real estate sales with multiple firms, including Big Block Realty, Realty One Group San Diego, and currently HKT Cal Inc and REAL Broker. In addition to her advisory role, she is involved in online estate planning through Net Law Group Inc. Transamerica Financial Advisors, LLC serves a broad client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through various platforms such as Transamerica ONE and TFA365, with regulatory assets under management around $1.7 billion.

George Specht is a financial advisor at Transamerica Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 registrations. His prior work includes roles at td ameritrade and BancWest Investment Services. Transamerica Financial Advisors serves a broad client base that includes 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.