Valerie Thatcher is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Transamerica since 2017. Prior to her current role, she held a position as an accounting analyst at J. C. Penney Shared Service Center. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services with proprietary and third-party investment models.

Ying Fang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at several major health insurance companies including United Health, Aetna Inc, and Humana, and is involved with Inheritguard, LLC, providing education and support on estate planning issues. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios and providing a range of discretionary and non-discretionary program options.

Dada Jagiere is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds the Series 66 designation. His prior experience includes roles at Wfgia and Wells Fargo Bank, N.A., as well as work as an Uber driver. 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 advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Salvador Aquino Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing nine years of industry experience. His career includes roles at World System Builders and Registered Social Security Analysts, along with leadership positions in several construction and pipeline companies. Outside of advisory work, he is involved in estimating and operations management for commercial and residential construction firms. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with a variety of managed portfolios and third-party money managers. The firm operates as both a registered investment advisor and a broker-dealer, supporting individual investors, retirement plans, trusts, and charitable organizations.

Chima Uzobuihe is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Transamerica Financial Advisors since 2016 and also has roles with Deloitte, Maryland Health Benefits Exchange, Essential Benefits Alliance, and World Financial Group. Outside of his advisory work, he manages Medicare enrollment services through Essential Benefits Alliance, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.

Bradley Barker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with multiple organizations including Managed Wealth Financial and WealthWave, and serves as president of Huntington Estates Water, overseeing neighborhood irrigation scheduling. Barker also provides social security analysis through the National Association of Registered Social Security Analysts. Transamerica Financial Advisors serves a broad 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 deliver investment advisory, brokerage, and retirement-plan services through multiple program platforms.

Evan Neuman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and concurrently holds roles as an assistant tennis coach at the University of Northwestern Ohio and a tennis coach at Lima Senior High School. Additionally, he coordinates shipping and receiving for Midwest Metal Fabricators. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory programs and maintains a regulatory AUM of approximately $1.7 billion.

Matthew Hopson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has previous experience at World Financial Group, INC. In addition to his advisory role, he has worked as an Uber driver since 2017. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary investment program options.

Stacie Nguyen 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 at Transamerica Financial Advisors since 2015 and also operates as a health insurance agent since 2014. In addition to her advisory role, she is involved in the sale of insurance and non-insurance products affiliated with Transamerica. 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, featuring proprietary and third-party model portfolios, with a combination of discretionary and non-discretionary program options.

Brian Hackett is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Target and Wfgia. Hackett is based in Woodstock, GA, and has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through various program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Uugantsetseg Atondo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Transamerica since 2012 and is involved in various business activities, including serving as CEO of Legend LD Inc and participating in nonprofit work as a Mongolian Ambassador for Legend Impact. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Jian Qi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also maintains a role at World Financial Group, Inc. Outside of his advisory work, Jian Qi is involved in the sales of insurance and non-insurance products affiliated with 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, and charitable organizations. The firm utilizes a broad advisor network and multiple program platforms, relying on model portfolios and third-party managers to implement its advisory strategies.

Thu Dang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her background includes roles at several health insurance providers such as Molina Health Care, Aetna, Cigna, BlueCross BlueShield, Friday Health Insurance, and United Health Care. She is involved with the Heartland Institute of Financial Education, a nonprofit focused on promoting financial literacy. 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 a variety of model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of approximately $1.7 billion.

Maurice Ruhter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns and operates Maury Ruhrer Tax Service, providing income tax preparation services. His professional background includes long-term roles at Wfg and JEA. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment advisory, supported by a large network of advisors and multiple program platforms.

Kevin Larsen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked in mortgage lending roles at multiple firms, including Ultimate Home Lending LLC and Guild Mortgage Company. Larsen is also involved in estate planning services through Inherit Guard and operates a mortgage lead generation business. 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 and supports clients with affiliated retirement and recordkeeping entities.

Jade Chang is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has six years of industry experience. Prior to joining Transamerica in 2020, Jade has been involved with Dynasty Inc. / DBA JC Pros since 2010, serving as a director in a transportation-related business. Outside of advisory work, Jade is also engaged in health insurance sales for Kaiser Permanente. Transamerica Financial Advisors 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 across multiple platforms, offering integrated retirement plan solutions and affiliated product distribution.

Hao Wu is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Transamerica, he worked in the aviation technology sector with Sine Draco Aviation Technology and at Boeing. He is involved with the Seattle Chapter of the Chinese Institute of Engineers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment models, managing a combined discretionary and non-discretionary portfolio in the billions.

Caleb Panter is a financial advisor with Transamerica Financial Advisors holding a Series 65 designation and beginning his advisory career in 2026. His previous roles include positions at Global Merchant Innovations, InheritGuard, The Pantry Group, and WFGIA. Outside of finance, Panter has experience working with several faith-based and educational organizations such as Fellowship Dallas Bible Church and Greater Atlanta Christian School. 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, operating as both a registered broker-dealer and a registered investment advisor.

Nathaniel Tjoa is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at M Financial and Foresters Financial Services. Transamerica Financial Advisors, LLC 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 across multiple program platforms to deliver its services.

Andrea Hohler is a financial advisor with Transamerica Financial Advisors in Fairfax, VA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. She has been with Transamerica Financial Advisors since 2013 and also serves as principal of Cacciamatta & Associates, where she manages administrative and marketing operations. Additionally, Ms. Hohler owns CST Coaching LLC, a business coaching and consulting firm. 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 model portfolios and third-party money managers.