Paramjeet Singh is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His background includes roles in automotive sales and management at Fremont Toyota, Swickard Auto Group, and Dubin Toyota, alongside part-time involvement in insurance sales through Matrix Insurance Agency. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms, with regulatory assets under management totaling approximately $1.7 billion.

Andrew Kom is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 registrations and has 13 years of industry experience. His background includes roles in online college advising with Kyros.ai and involvement in college planning education through the Heartland Institute of Financial Education. He also maintains operational responsibilities with Ruan Legacy related to supporting agent office functions. 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 model portfolios and access to third-party money managers. The firm manages both discretionary and non-discretionary program options and operates as both a registered broker-dealer and registered investment adviser.

Jackson Tung is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Transamerica Financial Advisors since 2015 and is also involved with Zhong Shi & Associates and Gold Team LLC, the latter of which leases office spaces to tenants. Tung is engaged in sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models, with options for discretionary and non-discretionary management.

Veena Gandhi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and is also involved in estate planning education through roles with Inheritguard, LLC and LSPN Pro LLC. Additionally, she participates in activities related to insurance sales and client education with affiliated entities including World System Builders and EBRM Agency. Transamerica Financial Advisors serves a diverse client base including individuals, high net worth clients, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach across multiple platforms, including Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Silvia Sadikin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with World Financial Group, Inc. and the Heartland Institute of Financial Education, where she serves as a college consultant. Outside of financial advising, she owns and administers Bee Best Learning Center, an after-school care and tutoring program. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platforms, delivering services via a large advisor network and multiple program options.

Rajesh Chundi is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Change Healthcare Inc. and Optum Services Inc. Outside of advising, he serves as a database administrator for the Orange Water and Sewer Authority and operates Chundi Financial Services, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

James Mann is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and operates his own CPA practice since 2010. In addition, Mann serves as Treasurer for the Knights of Columbus, a nonprofit fraternal organization where he manages accounting and banking functions. 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 and third-party model portfolios with discretionary and non-discretionary options.

Josiah Campbell is a financial advisor with Transamerica Financial Advisors in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He is involved with Intertwined Solutions, Inc., promoting financial literacy through partnerships with banks, schools, and non-profits, and provides client education and support on estate planning through InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party model portfolios.

Jason Weston is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held multiple roles in insurance and mortgage-related businesses since 2001. Weston is involved in residential mortgage loan origination and insurance sales as part of his broader professional activities. 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 provides access to proprietary and third-party model portfolios with discretionary and non-discretionary options, and supports clients with affiliated retirement and recordkeeping entities.

John Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held roles with World System Builders, Worldwide Legacy Builder, and the National Association of Registered Social Security Analysts. Additionally, he serves as an instructor at the Heartland Institute of Financial Education’s College Planning Program, where he provides coaching on college financial planning. Transamerica Financial Advisors, LLC offers 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 deliver its advisory services through a large network of advisors and multiple program platforms.

Lenka Holman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held roles at WFG Direct, NetLaw Inc., Aflac Insurance Agency, and Life Worth Living. Outside of her advisory work, she is involved in professional speaking through Life Worth Living. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, and other entities with approximately $1.7 billion in regulatory assets under management.

Cailen Hayes is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His work history includes roles at Audible, Inc., DebtMerica, and Integrated Trust Systems. Outside of financial advising, he works as an audiobook salesman for Audible and serves as a referral sales associate for Integrated Trust Systems, focusing on estate planning referrals. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement 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 options.

Shane Mahadeo is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and two years of industry experience. His prior work includes roles at USHEALTH Advisors Orlando, World Financial Group Insurance Agency, and several entrepreneurial ventures such as Mahindra Enterprises Inc. and Mahasha Mobile Car Detailing INC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment models, managing over $2 billion in assets under management as of the end of 2025.

Ryan Wibawa is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously held roles at firms including Bayside Solutions, Spectraforce Technologies, and Solomon Page Group. Outside of his advisory work, he has experience as a senior software engineer and has managed business interests through Navisow MGT, LLC. 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, including proprietary and third-party managed portfolios, with a combination of discretionary and non-discretionary program options.

Liqiu Jiang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. In addition to her advisory role, she holds senior positions in biostatistics at Vera Therapeutics and Corcept Therapeutics, where she focuses on statistical analysis and clinical trial data. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory strategies.

Dave Iannone is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Transamerica since 2014 and has prior experience in real estate and insurance through his involvement with Iannone Real Estate Exchange LLC, Sellstate Maximum Performance Realty, and Flagler Insurance Agency Inc. He is also active in insurance sales and real estate ventures outside his advisory role. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and supports clients through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Nathan Schroeder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Compass Inc, Transamerica Financial Advisors, and World Financial Group, and is also involved in real estate as an associate broker with Colorado Home Realty. Additionally, he co-owns Money Mailbox, LLC, which provides real estate education, and has been engaged in project management of leadership communications through Futurealign Incorporated since 2014. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Andrea Lewis is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has 23 years of industry experience and has previously worked at firms including Cetera, Summit Financial Group, Principal Securities, and Metlife Securities. Lewis is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Zhenxiang Du is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Medicomp Inc and Kelly Services Global LLC, and he is the owner of Uyghur Grill LLC, a mobile food service business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Jason Flucker Williams is a financial advisor with Transamerica Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at World Financial Group, Raymond James Financial, and AXA Advisors. In addition to his advisory work, he serves as a procurement analyst for Polk County, focusing on procurement and contract management functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through a range of proprietary and third-party investment programs with discretionary and non-discretionary options.