Stephanus Hermanto is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at IBM and ongoing involvement with firms such as inheritguard, LLC, where he provides education and support on estate planning issues. Additionally, he assists clients with insurance needs through the Covered California Health Insurance Marketplace. 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 investment approach primarily utilizes model portfolios and third-party managers, combining proprietary and external strategies with an integrated retirement plan ecosystem.

Marc Haiar is a CFA® charterholder with 25 years of experience in the financial services industry. He currently works with Transamerica Financial Advisors and has held positions at Concorde Asset Management, Kalos Capital, Ladenburg Thalmann, and Securities America. Outside of his advisory role, he volunteers as a flag football coach with the YMCA in Omaha, NE. 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 and third-party model portfolios, offering discretionary and non-discretionary program options.

Stephanie Storey is a financial advisor with Transamerica Financial Advisors in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked in various roles including real estate sales at Pinnacle Estate Property Inc. and as a notary public for over 25 years. Storey also operates a sole proprietorship for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and a range of insurance and brokerage products.

Wan Chieh Lin is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Transamerica Financial Advisors since 2015, as well as World Financial Group since 2010. Lin is involved in the 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, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

Marshall Nielson is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His background includes roles in direct sales and property management, including leadership in door-to-door sales for home improvement projects and sports equipment sales. He co-owns a property management business as well. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a mix of proprietary and third-party investment models with discretionary and non-discretionary options, managing over $2 billion in assets as of the end of 2025.

Manfred Von Ehrenfried II is a ChFC® credentialed advisor with 29 years of industry experience, currently with Transamerica Financial Advisors in Austin, TX. He has been with Transamerica since 2016 and is also an author of several aerospace books. Von Ehrenfried has served as a director for the Manned Spaceflight Operations Association and contributes to the National Space Society’s AD Astra Magazine. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

James Mardock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with Tilikum. Outside of his advisory work, he has engaged in mushroom picking for over two decades. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charities, and corporations through both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products, managing over $2 billion in assets as of year-end 2025.

Chiew Sing Ling is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. In addition to her advisory role since 2012, she operates Cindy Ling Health Consulting, a part-time health consultancy focused on promoting holistic lifestyles through food, nutrition, and exercise. She also has a background in education as a professor at the University of Phoenix. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach and third-party managers to implement its advisory services, supported by multiple program platforms and an integrated retirement plan ecosystem.

Cam Liang is a Certified Financial Planner® at Transamerica Financial Advisors with nine years of industry experience. He has held roles at firms including Jack Schroeder & Associates and LSPN Pro LLC, and he also assists clients with Medicare and health insurance enrollment. Additionally, he acts as a referral partner for estate planning services through LSPN Pro LLC. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services such as fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and a registered investment adviser and provides a range of discretionary and non-discretionary investment programs.

Steven Garside is a financial advisor with Transamerica Financial Advisors in Layton, Utah, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles with The Church of Jesus Christ of Latter-Day Saints, O. C. Tanner, and WealthWave, alongside his ongoing service as a police officer with Weber State University. In addition to his advisory work, he manages marketing automation software projects at the church. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Phong Le is a financial advisor with Transamerica Financial Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked in various roles related to solar energy and home improvement services, including positions at Sunbright Solar LLC and Kinetic Innovations LLC. Transamerica Financial Advisors serves a diverse client base ranging from individual and high-net-worth investors to corporate and charitable entities. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Juliana Lanier is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 16 years of industry experience. She has been with Transamerica Financial Advisors since 2013 and also serves as president and broker of record for Realta Corporation, a real estate brokerage. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through multiple program platforms. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. 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 management options.

Thaland Logan is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has operated several entities including Logan & Associates, P.C., a full-service CPA and accounting firm, and is involved in beef cattle and hay production through 3L Land and Cattle LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Lisa Chalker is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Heartland Institute of Financial Education and Revolt Healthcare Alliance. Outside of her advisory role, she owns Family Affair Distributing Inc., a marketing company specializing in promotional products and printing services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Malo Carpenter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with firms including World Financial Group and WealthWave and currently holds a role at Netlaw focused on estate planning. Carpenter 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 broad client base, including individual investors, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, delivering services through a large network of advisors and managing approximately $1.7 billion in regulatory assets under management.

Francis Demeno is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also leads Demeno & Associates, Inc. Outside of his advisory role, he is 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 individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach with third-party managers and platform sub-advisors and operates an integrated retirement plan ecosystem involving affiliated entities.

Gianmarco Cacciamatta is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and 15 years of industry experience. His background includes roles at Panorama Management, LLC, WhiteFox Defense, Nationwide Employee Benefits, Wfgia, and leading his own firm, Cacciamatta & Associates. Outside of advising, he consults on unmanned aerial systems and provides business coaching services through his consulting practice. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolio solutions, discretionary and non-discretionary program options, and supports plan clients through affiliated retirement and recordkeeping entities.

Thomas Drennan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2002. In addition to his advisory work, he is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors 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.

Yan Liu is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include work with LSPN Pro, LLC and Next Health Plan. Outside of his advisory work, he is involved with Maxicome, Inc., a cultural exchange company coordinating travel and educational arrangements for students and visitors between China and the U.S. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, catering to a range of investment program preferences.