Vi Lieu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2017, with a brief interval, and has been associated with Wfgia since 2011. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, through a large network of advisors and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, offering services such as the Transamerica ONE and TFA365 Advisory Programs, with regulatory assets under management around $1.7 billion.

Wei Lu is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and beginning his advisory career in 2026. Prior to entering the financial industry, he worked for Zebra Technological Corporation for 12 years. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary model portfolios and access to third-party money managers with discretionary and non-discretionary program options.

Xuejun Du is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at Valley Health Plan, DA Cheng Global Digital Tech LLC, Warner Pacific Insurance Services, Kaiser Permanente, Blue Shield California, and Anthem Blue Cross California. In addition to his advisory work, he assists clients in applying for health insurance plans with multiple health insurance providers. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, primarily through model portfolios and third-party managers. The firm offers a range of advisory programs and manages approximately $1.7 billion in regulatory assets under management.

Tina Tsao is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked at firms including Deutsche Bank and Citi Private Bank. Tsao has also been involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.

Yaochy Lin is a financial advisor with Transamerica Financial Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Lin has a varied work history including roles at Cashflow First Inc., Quantum Electronic Payments, and Dickerson Employee Benefits. Outside of advisory work, Lin is involved in notary services and merchant services for businesses. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Alec Falkenberg is a financial advisor with Transamerica Financial Advisors in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles with NetLaw and United Parcel Service, and he serves as a board member for the Friends of Lucas County Child Service, where he helps host events for children in the foster care system. Alec also owns A.M. Falk Enterprises, a business related to tax preparation. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

William Barnett Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His background includes roles at TWZ II Inc DBA US Processing Solutions and College Loan Freedom, alongside ongoing ownership of Theatre Partners LLC, a professional dinner theatre. Transamerica Financial Advisors serves a wide 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.

Mark Redman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 44 years of industry experience. His career includes roles at Legacy Shield, WFG Direct, Net Law Group Inc, WealthWave, and American Funding Center. Outside of his advisory work, he owns and sells individual and group life and health insurance products through Mark Redman Insurance. 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 model portfolio approach implemented through third-party money managers and platform providers, supported by a large network of advisors and multiple program platforms.

Aaron Anshin is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 credential and has previously operated his own advisory businesses as well as held roles at World Financial Group, Inc. and Feingold and Sons LLC. Outside of advising, he serves as an auditor and board member for the Beverly Hills Unified School District PTA Council. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Chunhong Jiang is a CFA® charterholder with 14 years of industry experience, currently with Transamerica Financial Advisors. Prior to joining Transamerica in 2024, Jiang worked at Credit Suisse for 19 years and has held roles at 3ROCKS Investment LLC, WFGIA, and sunlight networks LLC. Jiang is involved in sales of insurance and non-insurance products 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 through proprietary and third-party investment programs. The firm operates as both a registered investment adviser and broker-dealer, providing a range of managed portfolio options and related financial services.

Brett Wible is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and previously held roles at World Financial Group, Fiserv, and Verizon Wireless. In addition to advisory work, he has experience in credit card processing sales as a senior business consultant. Transamerica Financial Advisors 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 employs a model portfolio approach with multiple program platforms and supports its advisors through affiliated entities and third-party managers.

Qiliang Zhu is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also the founder and president of Dream Alliance, Inc., a consulting and marketing services firm that assists business clients in reaching their customers. Zhu has been with Transamerica Financial Advisors since 2012 and has worked in the financial services industry since 2004. Transamerica Financial Advisors serves a wide client base including individual investors, 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 investment approaches.

Boyd Curtis is a financial advisor with Transamerica Financial Advisors in Layton, Utah, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His background includes roles with multiple healthcare and insurance companies, and he is involved in a variety of business activities such as serving as president of Stratospheric LLC and owner of Strong Families 101.com. Curtis also works as a ski instructor at Snowbasin Ski Resort. Transamerica Financial Advisors serves a diverse client base including individual investors, pensions, trusts, and charitable organizations, offering advisory and broker-dealer services with a range of proprietary and third-party investment models, as well as managed and non-discretionary program options.

Javier Lopez is a financial advisor at Transamerica Financial Advisors with credentials including Series 63 and Series 65 and three years of industry experience. He is also the owner of CroesusFG LLC, a pass-through entity related to tax services for his WFG business. 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 a combination of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Nicole Adesina is a financial advisor with Transamerica Financial Advisors in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2021 and also serves as a notary. Outside of finance, she is associated with GWP Construction Management LLC. 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 model portfolios and third-party managers to implement its advisory services across multiple program platforms.

Patrick Isibor is a financial advisor with Transamerica Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has experience working in financial services since 2022. His career includes roles at Worldwide Excellence Financial Services, LLC and Excel Tax and Accounting Services. 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 model portfolios with discretionary and non-discretionary program options.

Julius Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and is involved with InheritGuard LLC, providing education and client communications on estate planning services. Reyes also participates in college coaching through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory approach emphasizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Andrew Cebulskie is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. He holds a Series 65 credential and has held roles at Net Law Group Inc., Transamerica Financial Advisors, World Financial Group, Ac Group LLC, and Lynx Financial Group LLC. Outside of advising, he is involved in business activities including consulting and managing operations at Lynx Financial Group LLC and Ac Group LLC, as well as assisting clients with wills and trusts through Net Law Group Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through a large advisor network and multiple program platforms, including proprietary and externally managed portfolios.

Eric Doan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has held roles in several insurance and estate planning-related businesses, including managing Doan Insurance Group, LLC, and involvement with LegacyShield Solutions, Inc. and inheritguard, LLC. His outside activities include work in estate planning education and client communications. 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 access to proprietary and third-party investment models through discretionary and non-discretionary platforms.

Robert Arbon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in the funeral services industry as a pre-need sales agent with Metcalf & Spilsbury Mortuaries. Additionally, he serves as president of Arbon Financial, Inc., a financial services company. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm manages a significant amount of discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and a registered investment advisor.