Jamee Bateau is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. In addition to her advisory role, she owns Paladin Consulting LLC and Bateau Enterprise, providing general consulting and educational services in areas such as software, marketing, and programming. She also serves as a board member of the Do & Be Arts Academy of Excellence, a trade school focused on education for children. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network.

Jonathan Yu is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and leads Jonathan Yu Enterprise, Inc. since 2017. His background also includes roles at Matrix Group Insurance and World Financial Group. In addition to advisory services, he 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 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 discretionary and non-discretionary options.

Benjamin Affleck is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has background in health insurance sales at Prestige Benefits and Insurance LLC. Outside of his advisory work, he has engaged in food delivery services with companies such as Uber Eats and DoorDash. 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 utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Catherine Cheng is a financial advisor at Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 credentials. She has experience with Bohan Consulting LLC since 2011 and previously worked at Quantum Wellness Botanical Institute and HBT Labs. Cheng has been with Transamerica Financial Advisors since 2026. 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 advisory and broker-dealer services with a variety of program choices that include proprietary and third-party model portfolios, managed on either a discretionary or non-discretionary basis.

Zhimin Ou is a financial advisor at Transamerica Financial Advisors with five years of industry experience. They hold Series 63 and Series 65 licenses and have been with Transamerica Financial Advisors since 2022. Outside of financial advising, Zhimin is involved with Kiddosland Child Development Center, where they serve in a role related to site coordination. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and an RIA and maintains affiliated retirement and recordkeeping entities that support plan clients.

Olivia Amador is a Series 65-credentialed advisor with Transamerica Financial Advisors, based in Las Vegas, NV. She has one year of experience in the financial services industry, having worked at Transamerica Financial Advisors since 2026. Prior to her current role, she has experience in real estate and insurance agencies. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, with a range of proprietary and third-party investment models, and manages over $2 billion in assets under management.

Evan Boles is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation. He has been with the firm since 2026 and previously worked at Swope Nissan from 2012 to 2025. 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 through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Lorraine Siller is a financial advisor with Transamerica Financial Advisors in Alviso, CA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has previous experience with World System Builders and the United States Census Bureau. Siller serves as a volunteer board member for Eastwood Manor II HOA. 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 proprietary and third-party model portfolios with discretionary and non-discretionary options.

Cheuk Wong is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at 888 International LLC, World Financial Group, American Emperor LLC, and Caltrans, where he works as an engineer. Outside of advising, he is involved in managing a hardware business through American Emperor LLC. 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 uses model portfolios and third-party managers to implement its advisory services and supports its network through multiple program platforms such as Transamerica ONE and TFA365.

Xi Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at City National Bank and World Financial Group, alongside multiple tenures at Transamerica Financial Advisors. Chen is also involved in the sales of insurance and non-insurance products affiliated with his firm. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio and third-party manager approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Ashley Whittaker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses, with four years of industry experience. She has held roles at NetLaw and the Heartland Institute of Financial Education, where she provides estate planning tools and financial education courses. Outside of finance, she is involved in acting and voiceover work through Dangerfield Talent. Transamerica Financial Advisors serves a wide range of clients including individual investors, trusts, and corporate entities, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

Rodney Clark Jr. is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has also worked with Net Law Group Inc. and World Financial Group, INC. In addition to his advisory role, he provides legal document services related to wills and powers of attorney through Net Law Group. 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 advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment management options.

Stephen Gregg is a CFP® professional with 21 years of industry experience, currently serving at Transamerica Financial Advisors. His prior roles include positions at Prudential and Pacific Life, among others. He may also perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple program platforms to serve a broad client base.

Todd Carpenter is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Transamerica since 2003, including previous roles at Senior Financial Group, Inc. Carpenter is based in Murfreesboro, Tennessee. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, catering to both discretionary and non-discretionary program clients.

Ryan Allen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Netlaw Group Inc., WealthWave, and various health insurance companies. He also provides estate planning referrals as an independent contractor. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Li Li is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. In addition to advising, Li serves as treasurer for the Youth Empowerment Support Foundation, a nonprofit focused on youth leadership training, and teaches language classes at Andover Chinese School. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Sylvester Akpan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having four years of industry experience. His work background includes roles at several financial and insurance organizations, as well as providing tax preparation services. He is also involved in college consulting through the Heartland Institute of Financial Education. 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 management approach, delivering advisory services through multiple platforms such as Transamerica ONE and TFA365, with regulatory assets under management around $1.7 billion.

Regis Bingham is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at the Suffolk Department of Social Services and Net Law Group Inc. Outside of financial advising, he has worked as a Foster Care Family Services Specialist, providing case management and supportive services within the foster care system. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Xiu Hou is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wisecrook Financial LLC and WFGIA. Outside of his advisory work, he has been involved with Sangraf International Inc., a company that sells graphite electrodes to steel companies, and has experience managing finance operations there. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Lu Bo is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Transamerica, Lu worked at firms including World Financial Group and Safe Harbor Health Insurance Inc., where Lu serves as an agent assisting clients with Medicare plan options. Lu also has experience with Bowie Trading LLC and American Income Life. 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. The firm operates as both a registered investment adviser and broker-dealer, supporting a wide range of investment and retirement solutions.