Brian Loiseau is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He is also a CPA and president of Executive Planning Strategies, Inc., a tax consulting and review firm offering tax preparation, consulting, benefit plan design, health insurance consulting, and debt programs. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

David Wright is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles in insurance and mortgage services, including with Davis Insurance Services and General Mortgage Capital Corporation. Outside of advising, he owns RePlay Arcade, LLC, a pinball arcade business. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates both as a registered broker-dealer and RIA, providing a range of investment programs and affiliated retirement solutions.

Raymond Mitchell Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and WealthWave since 2016. Outside of his advisory work, he manages membership dues and lease payments for the Black Cypress Hunting Club, a duck hunting lease spanning approximately 2,200 acres. 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 through multiple program platforms to deliver its services.

Johanna Mockett is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. Outside of her advisory role, she is involved in businesses focused on estate planning services and administrative support related to her financial practice. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm provides a range of advisory and broker-dealer services with proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Dali Fu is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Alongside his advisory role, he is involved in running multiple insurance agencies, including Lucky Agency and Luckshare Insurance Agency LLC. Fu also participates in college preparation efforts through Kyros AI Corp, contributing to educational seminars and enrollment assistance. Transamerica Financial Advisors serves a broad range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm manages substantial discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and registered investment adviser.

Andrew Pudenz is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Morgan Stanley, Voya Financial Advisors, Brokers International Financial Services, LLC, and Ameriprise Financial Services, Inc. He is based in Waukee, Iowa. In addition to advising clients, he may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management around $1.7 billion.

Gregory Dellis is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and his own firm, Greg Dellis Insurance Services. Outside of his advisory role, he is involved in estate planning services through LSPN Pro LLC and health insurance supplement sales with Champion Health, Inc. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. 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, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Morgan Lineberry is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including WFGIA, Tata Consultancy Services, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he has been involved with Lineberry Kicking LLC and Kohl's Professional Kicking Camps since 2009. Transamerica Financial Advisors serves a diverse range of clients, offering both advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm manages over $2 billion in assets and operates as both a registered broker-dealer and registered investment adviser.

Hanna Horenstein is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also the author of *The Virtuity Edge: A Compilation of Success*. Outside of her advisory role, she is involved in student loan repayment assistance through referral partnerships and has experience in real estate sales and development. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs designed for discretionary or non-discretionary management.

Hua Zhang is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Hua has worked at Transamerica Financial Advisors since 2012 and is also associated with the Copeland Group and World Financial Group. Outside of advising, Hua is involved in health insurance sales and enrollment assistance with firms including Copeland Insurance Group, Community Health Choice, and Ambetter. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Edward Borst Sr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been with Humana Health Plan, Inc. since 2014, where he is involved in the sale of Medicare supplement and Medicare Advantage programs. 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 utilizes model portfolios and third-party managers to implement its advisory approach through multiple program platforms.

Kenneth Young IV is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. Although he has no prior years of industry experience, he is involved in various business activities including managing operations for HOTWORX, a sauna workout facility, and serving as an agent for Champion Health, a clinical preventive healthcare program. He also holds leadership roles in several other ventures and provides estate planning referrals through Netlaw Group. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers. The firm operates an integrated retirement plan ecosystem and offers multiple program platforms such as Transamerica ONE and TFA365.

David Winn is a financial advisor with Transamerica Financial Advisors in Bridgeport, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and was previously with BNI from 2017 to 2021. Winn also operates Winn Financial Services, where he provides accounting, bookkeeping, and tax preparation services for individuals and small businesses. Transamerica Financial Advisors serves a broad 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 and third-party model portfolios with discretionary and non-discretionary options.

Ward Lyon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also affiliated with WealthWave and World Financial Group. Outside of advisory work, he is involved in the sales of insurance and non-insurance products for companies 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 provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with a notable presence in both discretionary and non-discretionary program offerings.

Martha Royan is a Series 65-licensed financial advisor with Transamerica Financial Advisors, bringing 14 years of industry experience. She has held multiple roles concurrently, including ownership of MWR Consulting, LLC, and participation in several consulting and referral activities related to Medicare, estate law, and student loan restructuring. Royan is also involved in life coaching through Life Mastery Consulting and health insurance sales with Champion Health and Cornerstone Senior Marketing. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, utilizing model portfolios and third-party managers as part of its advisory approach. The firm supports clients through a large advisor network and multiple program platforms, with regulatory assets under management around $1.7 billion.

Nathan Elser is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and three years of industry experience. He has a background in real estate sales, working with Keller Williams Realty and owning Viking REI, and is involved with Netlaw, Inc., an estate planning tool provider. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

Lanzhen Zhuang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with several organizations, including Elite & CEOs Inc, New CEOs Inc, Heartland Institute of Financial Education, and Wfgia. Zhuang also serves as president of New CEOs Inc and consults for the Heartland Institute of Financial Education. 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 utilizes model portfolios and third-party managers through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Jing Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Wu has been with Transamerica since 2012 and is also involved in various non-investment activities, including serving as an independent facilitator advocating for individuals with disabilities and participating on the board of a nonprofit supporting the disabled community. Additionally, Wu is engaged with the Franklin Foundation and provides in-home support services for family members with special needs. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a variety of advisory and brokerage services featuring proprietary and third-party investment models, with program choices that can be discretionary or non-discretionary.

Jacky Tam is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been with Transamerica since 2012. In addition to his advisory role, he is president of JJP Enterprise, Inc., a business unrelated to investments, and owns a second home. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers for investment implementation and offers multiple program platforms such as Transamerica ONE and TFA365.