Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.

Tammy Littlefield is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked with multiple firms including WealthWave and WFG and currently serves on the board of the Turlock Pregnancy and Health Center, a medical clinic. Additionally, she is involved with InheritGuard, LLC, providing education on estate planning. Transamerica Financial Advisors offers 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 supports individual investors, retirement plans, trusts, and charitable organizations with an advisory model that emphasizes integrated retirement plan services and proprietary as well as external model portfolios.

Devon Widdison is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Transamerica since 2012 and has held roles at WealthWave and DebtMerica. Outside of finance, he operates Silver Reflections Photography, a part-time photography business he has run since 2004. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple platform programs. The firm’s advisory approach primarily uses model portfolios and third-party managers while offering a range of investment and retirement services.

Roger Cortes is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked with firms including LegacyShield Solutions, Inc., Ciena Corporation, and Delta Products Corporation. Outside of advising, he is involved with the Heartland Institute of Financial Education, which offers a college coaching program. Transamerica Financial Advisors serves a broad client base ranging from individual investors to charitable organizations, offering both advisory and broker-dealer services through proprietary model suites and third-party managers. The firm operates as both a registered broker-dealer and a registered investment adviser, with program options that include discretionary and non-discretionary management.

Jay Vavra is a financial advisor with Transamerica Financial Advisors in Saint Paul, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior firms include NEXT Financial Group, Edward Jones, Lincoln Investment, LPL Financial, and Waddell & Reed. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm manages approximately $1.7 billion in regulatory assets and offers integrated retirement plan solutions and affiliated product distribution.

John Schweitzer is a financial advisor with Transamerica Financial Advisors in Concord, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His background includes roles at Transamerica Employee Benefits and LSPN Pro, LLC, as well as involvement with the Heartland Institute of Financial Education and the HIFE College Planning Program. Outside of finance, he works part-time in the beverage industry with Delicatio Family Wines. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms, with regulatory assets under management around $1.7 billion.

Lisa Sandlin is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her background includes leadership roles with nonprofit and community organizations such as the Rotary Club of Hamilton, the Heartland Institute of Financial Education, and the City of Hamilton Planning Commission. Additionally, she owns a residential design practice specializing in house renovations and additions. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary options.

Hadi Kusumo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several business activities including estate planning services through LSPN Pro, LLC, and managing office property as president of Dreambuilders Star LLC. Kusumo is also engaged with Inheritguard LLC, providing education and client communications related to estate planning. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.

Aileen Dizon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She also serves as a college consultant at the Heartland Institute of Financial Education and is a member of the National Association of Registered Social Security Analysts, where she occasionally conducts public workshops on Social Security. In addition to her advisory role, she works as a senior HR information system analyst at CHRISTUS Health. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers.

Thomas Graber is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including RBC Capital Markets and Cadaret Grant & Co., Inc. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Ryan Guerra is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has over 25 years of experience in the financial industry, including roles at Transamerica Financial Advisors since 2012 and involvement with multiple organizations such as Forged Man Collective and Net Law Group Inc. Outside of his advisory work, he has been active in organizations like Shaklee since 2011. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, high-net-worth individuals, pension plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party investment models, offering both discretionary and non-discretionary management options.

Steven Kingrey is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Transamerica, he was affiliated with World Financial Group, Inc. Since 2025, he has also worked as a CrossFit coach and trainer at Rock Canyon CrossFit. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. 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.

Fengxi Luan is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Luan holds the Series 66 designation and has been involved in various business ventures, including SCNIC Boating LLC and multiple LLCs, as well as nonprofit service through the Seattle Chinese New Immigrants Center. Transamerica Financial Advisors serves a broad client base, including individual investors and institutional clients, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates uniquely as both a registered broker-dealer and an RIA, providing a range of investment and retirement solutions.

Sirorat Lertsangpetch is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and has prior experience with Swipetec, Summer Buffalo, World Financial Group, and Vegan Glory. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm uses a model portfolio approach with third-party managers and platform providers to implement investment advisory services through multiple program platforms.

Steven Wong is a financial advisor with Transamerica Financial Advisors in Santa Clara, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. His career includes roles at Dream Builder Financial and WFGIA, and he has worked at Transamerica Financial Advisors or its affiliates for over a decade. Outside of finance, he is involved with Qantel Technologies Inc., where he has had a long tenure since 1981. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates uniquely as both a registered broker-dealer and RIA, supporting its clients with affiliated retirement and recordkeeping services.

Eric Mc Arthur is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with firms including National Marketing Group and Pinnacle Financial Services. In addition to his advisory role, he is involved in Medicare insurance sales and works with clients on estate planning documents through his association with Net Law. 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 advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Craig Korth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Capernaum Strategies Inc., WealthWave, Wfgia, and a 22-year tenure at Raytheon Corporation. He is also a passive member of Korth Family Farms, involved in agricultural cultivation. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Jacqueline Roman is a financial advisor with Transamerica Financial Advisors in Thousand Oaks, CA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Her career includes roles at Brown & Brown Insurance Services and entrepreneurial ventures such as ownership of Jacqueline Roman and involvement with Inheritguard, LLC. She also volunteers with Horizon Baptist Church. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Kawin Thoncompeeravas is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has concurrent roles in several other businesses, including ownership of landscaping and commercial cleaning services. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to institutional clients, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Elena Rotariu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been associated with Transamerica Financial Advisors since 2012 and also holds roles with Destiny Builders 9, LLC, Word and Brown General Agency, and Ro & E Services, Inc. Outside of her advisory work, she provides accounting and payroll services through Ro & E Services, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.