Jesus Maymi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been affiliated with Transamerica since 2012 and is also an author and motivational speaker, writing self-help books and serving as president of Empowered Life Ministries. His work includes ministry activities and writing, including the publication of "A Coming Man's Devotional." Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers to implement its advisory model.

Christopher Miller is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in South Jordan, UT, and has one year of industry experience. Before joining Transamerica, he worked in mortgage lending and has been involved with Smokin' Fire Productions LLC since 2018. He has also served as a rescue technician for Provo Fire and Rescue. 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 a variety of fee-based and commission-based programs, with access to proprietary and third-party investment models.

Shih Sheng Li is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, working with Transamerica since 2014 and also holds a role at Cadence Design Systems, where he assists semiconductor companies with electronic design automation software. 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, including Transamerica ONE and the TFA365 Advisory Program.

Brian Payne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He currently serves as Treasurer on the board of the Educational Freedom Foundation and is involved in teaching homeschool classes through the Pacific Coast Learning Center. Brian’s background also includes roles in health and dental insurance agencies and residential real estate. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides advisory and broker-dealer services with a range of investment programs, combining proprietary and third-party model portfolios, and manages both discretionary and non-discretionary assets.

Hong Ge is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Transamerica, Ge has worked in various roles related to health insurance and clinical systems at organizations including Blue Shield of California, Kaiser Permanente, Covered California, and UC Davis Health. Ge also operates as an independent insurance broker and assists clients with health and dental insurance applications. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services featuring fee-based wrap programs, model portfolios, and access to third-party money managers with discretionary and non-discretionary program options.

Sathita Kerdpongvanich is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Transamerica Financial Advisors since 2022 and previously with World Financial Group, INC. from 2019. Sathita is also involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Willard Scott 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 has prior experience with World Financial Group dating back to 2001. Outside of his advisory work, Scott operates Elite Mobile Grooming, a business renting a heated grooming trailer for show horses, and serves as a trophy big game hunting and fishing guide through Hightop Outfitters. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management around $1.7 billion.

Michael Coleman is a financial advisor with Transamerica Financial Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has held leadership roles in multiple business ventures, including serving as COO at Cloudtec LLC, a budgeting and savings software company, and owning The Coleman Nation LLC, a social media company. Coleman is also involved with several nonprofit and advisory boards, such as All for One, Inc., and Delphi Academy of Los Angeles. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

Yiding Lei is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 19 years of industry experience. Prior to joining Transamerica in 2020, Lei worked at Centaurus Financial for six years and also spent two years as a homemaker. Lei’s other business activities include sales of insurance and non-insurance products 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, offering fee-based wrap programs, model portfolios, and access to third-party money managers.

Anupama Singh is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, Singh is involved as an associate agent with Redfin Corporation, focusing on real estate activities such as showing houses and attending inspections. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, 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.

Kendal Mccray is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with multiple organizations including AZ Tax Accounting and Consulting Services, Nationwide Employee Benefits, and World Financial Group. Outside of advisory work, he is involved as a partner in a tax preparation service and serves as a foster parent through the Arizona Department of Child Safety. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Peter Dickson is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to his current role, he worked at WFGIA and Sprint. 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 both advisory and broker-dealer services using proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Yehudah Judah is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 designation and has worked with several firms, including Mercor, WFGIA, King David Capital, and Chasing Value Asset Management. His business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Nasser Afzali is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His background includes various roles related to tax, accounting, insurance, and pro bono financial training, with involvement in nonprofit organizations such as The Promise Land Charities Inc and volunteer work with Caris Pregnancy Counseling and Resources. He also provides estate planning document preparation through Net Law Inc and supports The Farsi Church in Chicago Land with tax and accounting services. 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, combining proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Patrick Dailey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at multiple firms including Northwestern Mutual Investment Management and Acorns Securities. Outside of financial advising, he operates a notary signing business and manages a self-help project called PK's Quotes. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based investment programs. The firm utilizes proprietary and third-party model portfolios and operates as both a registered broker-dealer and an RIA.

Shuyuan Wu is a financial advisor at Transamerica Financial Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and serves as a member of the Deacon Board at the Chinese Community Church of Indianapolis, where she participates in church ministry meetings and assists with financial record-keeping. 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 investment models.

Manh Le is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also maintains a long-standing affiliation with Wfg. In addition to advisory work, he is involved in the sale of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services, supported by a network of over 1,000 advisors and approximately $1.7 billion in regulatory assets under management.

Kavitha Rani is a financial advisor at Transamerica Financial Advisors with Series 65 credentials. She has been in the financial industry since 2024, previously working with World Financial Group and CVS Pharmacy. 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, utilizing proprietary and third-party investment models with discretionary and non-discretionary program options.

William Black is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 registrations and bringing eight years of industry experience. His prior engagements include roles with Revolution Financial Management, Legacy Shield, and Business Network International, where he participates as a chapter member focused on referral generation. He also has involvement with Legacy Shield, facilitating estate planning referrals through a subscription-based platform. Transamerica Financial Advisors serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary program options.

I Shiuan Lee is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 63 and Series 65 licenses. Lee has 11 years of industry experience, having worked at Transamerica Financial Advisors since 2015 and with World Financial Group since 2013. Lee is involved 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, providing proprietary and third-party model portfolios and programs with discretionary and non-discretionary options.