Eric Harris is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at World Financial Group, Pruco Securities LLC, and as an independent insurance agent. In addition to his advisory work, he assists individuals with Medicare decisions as a licensed agent for United Healthcare. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers multiple advisory platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Sepehr Mansuri is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and Choice Administrators since 2019. Outside of financial advising, he serves as vice president of operations at a longstanding community pharmacy in Los Angeles and is an adjunct professor at West Coast University, where he teaches and mentors pharmacy students. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and businesses. The firm employs a model portfolio approach implemented through third-party managers and digital programs, managing approximately $1.7 billion in regulatory assets under management.

Snehalkumar Shah is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential and beginning his advisory career in 2025. He has prior experience managing tax preparation, bookkeeping, and payroll services through Harshad Shah Financial Services Inc. Shah is also active as a health insurance producer with Illinois Health Agents Inc, working with various insurance carriers. 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, offering integrated retirement plan solutions and multiple advisory platforms.

Antonio Ponce is a financial advisor with Transamerica Financial Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also affiliated with the National Association of Registered Social Security Analysts since 2021. Outside of his advisory work, he operates AS Ponce Ventures LLC. 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 model portfolios and third-party managers to implement its advisory model and operates a broad advisor network supported by multiple program platforms.

Patrick Mcardle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in other ventures including online legal services with Net Law and real estate referral through the Dinsmore Group. Additionally, he serves on the finance committee at Our Lady of the Mountains Roman Catholic Church. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm operates through a large advisor network using model portfolios and third-party managers, delivering services via multiple program platforms including Transamerica ONE and TFA365.

Susan Wilson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has concurrently worked in environmental health and safety consulting as a principal consultant at BSI EHS Services and Solutions since 2016. Additionally, she has experience in insurance and non-insurance product sales affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services that encompass fee-based wrap programs, model portfolios, and commission-based products. The firm operates uniquely as both a registered broker-dealer and RIA while providing affiliated retirement and recordkeeping services.

Jaime Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several business activities, including serving as Vice President of Happy & Strong, Inc. and authoring the book "Happy and Strong." He is also on the board of directors for All For One, Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing its advisory model primarily through model portfolios and third-party managers.

Shawn Mc Intier is a financial advisor with Transamerica Financial Advisors in Idaho Falls, ID, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with Transamerica Financial Advisors since 2018 and also serves as an independent contractor for Netlaw-Protect Wealth, providing estate planning documentation for clients. In addition, he has a long-standing role at Bechtel Marine Propulsion Corporation, supporting work related to the nuclear Navy. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through various fee-based programs and access to third-party money managers.

Adam Levine Weinberg is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors. Prior to joining Transamerica, he was self-employed for ten years. His activities include performing home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm delivers these services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Lon Hao is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Transamerica, he was affiliated with World Financial Group and has worked at Chevron as an application engineer since 2005. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products.

Miguelito Reyes is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with both Transamerica Financial Advisors since 2014 and World Financial Group since 2012. He was also involved with B & L Learning Center LLC from 2011 to 2019. Reyes is engaged in the sale 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 offers both advisory and broker-dealer services through proprietary model portfolios and access to third-party managers, operating as both a registered broker-dealer and a registered investment adviser.

Michael Paul is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also has experience at Synergy Financial and Debtmerica Relief. His business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 variety of investment programs including proprietary model portfolios and access to third-party money managers, operating as both a registered broker-dealer and registered investment advisor.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Vipin Saraf Valappil Narayanan is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 designations and one year of industry experience. Prior to his current role, he worked at Wfgia and spent over two decades at Sybase, an SAP company. He is 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, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios with discretionary and non-discretionary options.

Chinghui Lin is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 credentials and 15 years of industry experience. Lin has been with Transamerica Financial Advisors since 2012 and is also CEO and President of RichieMax Consulting Inc. outside of the firm. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Fan Zhang is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Zhang has worked at Transamerica Financial Advisors and Wfgia since 2017 and is also affiliated with Benefit Planners Inc. Outside of advisory roles, Zhang is involved in the sale of insurance and non-insurance products, including work related to the health insurance marketplace. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages discretionary and non-discretionary assets and operates as both a registered broker-dealer and registered investment adviser, supporting a wide range of individual and institutional clients.

Clarissia Skinner is a Series 66 licensed financial advisor with Transamerica Financial Advisors, based in Torrance, CA, with five years of industry experience. She has been involved in various professional roles including consulting and community education through Matriarch Enterprises LLC, a forum focused on empowering women in topics such as financial literacy and entrepreneurship. Skinner also engages in estate planning education and tax relief services through partnerships with firms like LSPN Pro LLC and Optima Tax Relief. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services. The firm provides proprietary and third-party investment model portfolios with options for discretionary and non-discretionary management.

Wenxiu Peng is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and also has involvement with Options Builder LLC under the trade name "TWP2019" since 2019. Prior to these roles, she was with World Financial Group, Inc. starting in 2016 and worked at Studio of School Home Extensions from 2015 to 2017. 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 advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Derek Thompson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at JP Morgan securities and Chase Bank, as well as driver and business owner roles with companies such as Uber, Lyft, and Apex Business LLC. He is also involved with Netlaw, a firm that provides estate planning services including wills and trusts. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Lynn Ruff is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She serves as treasurer for the Highland Conservation District and provides estate planning-related services through LSPN Pro LLC. Lynn has been with Transamerica Financial Advisors since 2018 and has additional experience with World Financial Group and Robert Half. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory model. The firm supports individual investors, employer-sponsored plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.