Yuanfang Jiao is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Their career includes extensive involvement in health and medical insurance sales across multiple firms and agencies, alongside tax preparation work. Jiao also assists clients with estate planning products through an affiliated referral business. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement its advisory services, supported by a large network of advisors and multiple program platforms.

Matthew Short is a financial advisor with Transamerica Financial Advisors in Maryland Heights, MO, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at One America Securities Inc and American United Life Insurance Co. He is involved in sales of insurance and investment-related products through affiliated companies, focusing on helping clients with life insurance needs and conservative investment strategies that offer guaranteed income streams. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary and third-party investment solutions.

Lijoy Thomas is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is a partner at WSB Spartans Inc. In addition to his advisory role, Thomas is involved with the Heartland Institute of Financial Education, a non-investment related organization. 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 delivers investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Darren Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with firms including WealthWave, Managed Wealth Financial, and DebtMerica. Outside of finance, Peterson is involved in managing and designing systems for Comfort Construction and Comfort Solutions, companies specializing in heating, air conditioning, and duct design, as well as owning a photography business through Total Powerhouse LLC. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary investment options.

Ryan Wagner is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has been associated with World Financial Group, Inc. since 2009. Outside of advising, Wagner served as a Centerville High School hockey coach for one year and was involved with Junior Achievement for six years. Transamerica Financial Advisors, LLC 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 managers and proprietary platforms such as Transamerica ONE and TFA365, supported by a network of over 1,000 advisors and regulatory assets under management of approximately $1.7 billion.

Yang Cai is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Yang has worked at Transamerica Financial Advisors since 2014 and has held roles at Linden Wealth Inc, Trawick International, International Medical Group, Inc., Wfgia, and Dentsply International. Outside of advisory work, Yang is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment programs.

Rebecca Milord is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also affiliated with Wealthwave and her own business, Gr Milord, Inc. Milord is involved in the sales of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.

Rodney Morgan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 24 years of industry experience. His career includes roles at WealthWave, Team Referral Network, Crusbery Decker Insurance Services, and World Financial Group. He is president and director of Real Wealth Creations, Inc., a corporation originally focused on developing real estate investment deals. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individual investors, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms and offers a comprehensive retirement plan ecosystem with affiliated entities and proprietary investment solutions.

Bryce Winkel is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Transamerica since 2012 and has longstanding involvement with several related entities, including Winfin Utah, Winfin Oregon, and Bjw Associates Inc. His business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios and fee-based wrap programs, operating as both a registered broker-dealer and registered investment adviser.

Nghiem Nguyen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has worked at Wfg since 2001. Outside of his advisory role, he is involved in timeshare rental activities. 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 through a large advisor network and multiple program platforms.

Hyun Shin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at several firms including WFG Direct and Keller Williams Encino-Sherman Oaks Realty, and he owns AZ 1 Enterprizes, Inc., a pass-through entity for accounting purposes related to his WFG/TFA business. Shin also engages 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 individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, supported by a large advisor network.

Ryan Murphy is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Stout Risius Ross, LLC, Secretariat Advisors Inc., and td ameritrade. 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. The firm operates as both a registered broker-dealer and registered investment adviser, providing fee-based programs and commission-based products.

Dana Decknadel is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 65 designation and 25 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with Pinnacle Financial Services, Legacy Shield, and AARP United Healthcare Medicare Plans, where she assists clients with Medicare supplement insurance and estate planning. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, estates, charities, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary program options.

Shanti Ponce is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Shanti worked at BOLT Company for five years and Trellis Company for one year. Outside of advisory roles, Shanti has been involved with World Financial Group Insurance Agency since 2017. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Michael Dinh is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and three years of industry experience. He has held positions at Primoris Renewable Energy and F3 Insurance LLC, and has been associated with World Financial Group, Inc. since 2010. Outside of advisory work, he is employed as a toolroom manager at Primoris Renewable Energy. 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 through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Kevin Grenko is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and previously operated Grenko Financial LLC. His other business activities include the sale of insurance and non-insurance products for companies 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 both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Timothy Wooten is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in community work as a Student Ministry Director at Westside Community Church. Additionally, he has roles with Md's LLC and has previously worked with DoorDash and E-Bike Central. 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 discretionary and non-discretionary program options.

Matthew Gotto is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held various roles across multiple companies, including Mercedes Scientific and Natus Medical Inc. Outside of his advisory duties, Gotto works as an independent contractor driver for Uber and Lyft. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers. The firm serves individual investors, employer-sponsored plans, trusts, estates, and charitable organizations through a large advisor network and multiple program platforms.

Tyler Gower is a financial advisor with Transamerica Financial Advisors in Dayton, Ohio, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles with Joshua Schwieterman, WealthWave, and World Financial Group. He is also involved in the sales 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 both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Andrew Schaad is a financial advisor with Transamerica Financial Advisors in Englewood, Colorado, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates Schaad Consulting, a corporate consulting service focused on business planning and analysis. Transamerica Financial Advisors 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 delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.