Thomas Hanson is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves as president of Dream Team Financial LLC, which he operates primarily for tax purposes without additional time commitment. 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 investment models, offering discretionary and non-discretionary program options.

Nicholas Roddy is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Brenamen Insurance and Financial Services. He is also involved in the sales of insurance and annuity products through firms affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a mix of proprietary and third-party model portfolios.

Patrick Dean is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at several firms including W&S Brokerage Services, Western & Southern Life Insurance, and Colonial Life & Accident Company. Outside of his advisory work, he has experience in sales 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, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers.

Chuong Ha is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2018. Ha is also affiliated with World System Builders and World Financial Group, where he has been involved since 2015. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services utilizing proprietary and third-party investment models, offering both discretionary and non-discretionary program options.

Vikram Kirikera is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Netlaw Inc, Seattle Financial Hub LLC, and Seattle Financial Center, and is involved with the National Association of Registered Social Security Analysts, where he educates clients on Social Security payments. He also assists clients with online estate planning tools through Netlaw Inc. 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 options.

Richard Edwards is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has involvement with Premier Transportation as a part-time chauffeur. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and businesses. The firm primarily uses model portfolios and third-party managers to implement its advisory services through multiple program platforms.

Sarah Guibert is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Enhancement Group, LPL Financial, SCF Securities, Kestra Financial, and Charles Schwab. 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 a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

Long Hoang is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and four years of industry experience. He is also CEO of The Hoang Inc., a hair salon business, and serves as a National Association of Registered Social Security Analysts member, preparing Social Security income reports. 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, discretionary and non-discretionary program options, as well as insurance and brokerage products.

Kevin Kong is a financial advisor with Transamerica Financial Advisors in Great Neck, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Transamerica, he worked with Wfgia and has experience as a real estate agent and project manager for federal government construction projects. Transamerica Financial Advisors serves a broad range of clients including individuals, high-net-worth clients, 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.

Gerald Kane is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 14 years of industry experience. In addition to his advisory role, he is the owner and attorney at Estate Plans USA, APC, where he focuses on estate and elder law. Kane has held various positions in both financial and legal services, including managing operations at InheritGuard, LLC and roles at Blue Shield of California and Student Optimum Services. 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 employs a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Jennifer Evans is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Transamerica Financial Advisors since 2024 and is also involved with Widdison Enterprises, Inc. and Jackman Financial. Outside of her advisory roles, she has long-term involvement with DoTerra and the AGA Northern Utah Chapter. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, managing over $2 billion in assets under management.

Aleece Kardon is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She also maintains an active legal practice as an attorney specializing in trusts, wills, powers of attorney, and residential real estate closings. Kardon has worked at multiple legal and financial firms, including WealthWave and Shafritz & Dean, Attorneys at Law. Transamerica Financial Advisors serves a broad client base ranging from individual investors to institutional entities and offers both advisory and broker-dealer services. The firm delivers investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Alec Tran is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. He has ownership roles in multiple rental property businesses and manages a merchant services company. Alec also operates a tax preparation service. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, operating as both a registered investment adviser and a broker-dealer.

Jeanette Hilton is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her career includes roles at Integrated Trust Systems, WealthWave, and Fannie Mae, among others. Hilton is also involved in several entrepreneurial ventures, including ownership of a publishing business producing books for royalty income and participation in an oil and gas royalty enterprise. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations. The firm offers a variety of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Rajendra Donepudi is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Wfgia, Florida Homes Realty and Mortgage, and Florida Blue Inc. In addition to his advisory role, he works as a real estate agent, facilitating property transactions on a part-time basis. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary model portfolios alongside access to third-party money managers and a mix of fee-based and commission-based investment products.

Valerie Bullock is a financial advisor with Transamerica Financial Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also has affiliations with World Financial Group and her own practice since 2013. Bullock is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and third-party money manager options.

David Williams Jr. is a financial advisor with Transamerica Financial Advisors in Tucson, AZ. He holds a Series 66 designation and began his advisory career in 2025. His prior experience includes roles in public management and county government, as well as involvement with W3 Planning and Research LLC since 2015. 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, providing both discretionary and non-discretionary investment options.

Robert Costello is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Grove Point Investments, H. Beck, and Prudential. Outside of his advisory role, he is involved in rental property management. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Raymond Seward is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Wealthwave and World Financial Group since 2011 and continues to be employed at Boeing Company since 1987 in aerospace manufacturing and storage design. Seward is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, offering fee-based advisory programs, third-party money manager access, and commission-based brokerage and insurance products. The firm operates both as a registered broker-dealer and a registered investment adviser, providing proprietary and third-party investment models tailored to individual and institutional clients.

William Maynard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Transamerica, he worked at Primerica Financial Services for a decade. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors across multiple programs such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management reported at approximately $1.7 billion.