Shelly Norman is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and two years of industry experience. She has a diverse background including roles at Idaho National Laboratory and entrepreneurial pursuits as a self-published author and musician. Norman also serves as an administrative liaison for Inheritguard, LLC, focusing on estate planning education and client communications. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models. The firm operates both as a registered broker-dealer and RIA, providing multiple program options with discretionary and non-discretionary management.

Gregory Sorensen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has a long tenure with Wfg starting in 2001. He is involved in the sale of 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 plans, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Hector Hernandez is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and no prior industry experience. He has been involved in multiple business activities including mobile notary services since 2026 and has held roles in various private companies spanning real estate, therapy services, and asset management for over a decade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, managing approximately $2.1 billion in assets across discretionary and non-discretionary accounts.

Hoi Ying Yau is a financial advisor with Transamerica Financial Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and has been affiliated with World Financial Group since 2015. Her other business activities include the sale of insurance and non-insurance products for 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 uses a model portfolio and third-party manager approach, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Carl Kennedy is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience operating Kennedy & Associates since 1995. Kennedy is also involved with a rental business, Kennedy Rental, since 2007. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Bryce Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at multiple firms, including World Financial Group and Managed Wealth Financial, where he is an owner. Outside of his advisory work, he is a partner in a part-time houseboat partnership and is involved with Eventbrite as a vendor for ticket sales. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, utilizing model portfolios and third-party money managers to implement its advisory services. The firm operates a large advisor network and offers multiple program platforms, integrating retirement plan services and affiliated product distributions.

Eric Sirich is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles in pharmacy and healthcare, including work as a pharmacist at Walgreens, along with involvement in estate planning services through LSPN Pro LLC and Inheritguard, LLC. He also serves as Treasurer of the Inland Empire Pharmacists Association, a nonprofit local affiliate. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services with proprietary and third-party model portfolios and maintains assets under management in discretionary and non-discretionary programs.

Marcia Cornwell is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to her role at Transamerica, she has held positions in various industries including hospitality with Darden Restaurants, where she currently works as a server. Transamerica Financial Advisors serves a diverse clientele, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary accounts and combines its roles as a registered broker-dealer and registered investment advisor with affiliated retirement and recordkeeping services.

Cameron Berry is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2017, along with prior experience at Net Law, Instacart, Lyft, G2 Security, and WFGIA. He is involved in referring clients for estate planning services through Net Law. Transamerica Financial Advisors serves a diverse client base with advisory and broker-dealer services, offering proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

Jinping Lin is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. Lin has nine years of industry experience and has been with Transamerica Financial Advisors since 2016. In addition to advisory work, Lin is involved in sales of health insurance and Medicare products and acts as a referral agent for RealMart Realty. 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 with access to proprietary and third-party model portfolios and manages both discretionary and non-discretionary investment programs.

Reginald Chandler is a financial advisor with Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Transamerica Financial Advisors since 2016. He also has concurrent experience with Wfgia since 2012. 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 through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Jing Yan is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. Yan has no prior industry experience before joining Transamerica Financial Advisors in 2026, with earlier work history including roles at World Financial Group Insurance Agency, Walmart Inc., PricewaterhouseCoopers, and Deloitte. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Judy Se Fune is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has held various business roles, including owner and partner positions in multiple companies such as Tax Zone LLC and Southern Hospitality LLC. Outside of her advisory work, she has served as a caregiver through a Medicaid-funded private care program for her aging father. 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 model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network with regulatory assets under management of approximately $1.7 billion.

Darren Zielinski is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017. He has also been affiliated with WealthWave and World Financial Group, Inc. since 2013 and 1992, respectively. Zielinski is involved in 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 plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary or non-discretionary management.

Jay Shi is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and has been affiliated with World Financial Group, Inc. since 2013. Jay is involved in the sales of insurance products for companies 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 provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

John Novello is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has five years of industry experience and has previously worked with BNI Business Developers and Securitas. Outside of his advisory role, he is involved in notary services and health insurance sales through his ownership of SJV Financial Group LLC. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers various advisory programs alongside retirement plan services.

Andrea Gilbert is a financial advisor with Transamerica Financial Advisors in Riverside, CA. She holds Series 63 and Series 65 licenses and has been in the industry since 2019. Prior to joining Transamerica, she was associated with WFGIA and operated Plums Cafe & Catering for nearly two decades. 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, with options for discretionary and non-discretionary management.

Deanna Lewis is a financial advisor with Transamerica Financial Advisors, holding a ChFC® designation and Series 63 and 66 licenses, and has seven years of industry experience. Her career includes roles at Fidelity Brokerage Services, Merrill, Bank of America, and Curi RMB Capital. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charitable organizations, and corporations with a range of advisory and broker-dealer services, including proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, offering discretionary and non-discretionary program options.

Clement Chiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and also holds leadership and administrative roles at Mission Peak Investment Group LLC and Ashape Consulting, Inc. Additionally, he was involved with the Clement and Ruxi Foundation for ten years. 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 advisory approach relies on model portfolios and third-party managers, combining proprietary and external strategies.

Joyce Ghu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has served as managing partner of BEST ACCOUNTING & TAX SOLUTIONS LLC and is involved with several nonprofit organizations, including acting as treasurer for Virtues of Aging Professionals Inc. Joyce also participates on the Highcroft Homeowners Association Board and supports cultural initiatives through the Coalition for Asian Cultural Awareness Inc and the Asian Cultural Empowerment Corp. 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 model portfolios alongside access to third-party money managers in both discretionary and non-discretionary programs.