Shane Hipps is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. He is also the president and owner of Lantern Consulting Inc., a leadership and executive coaching firm, and an author of multiple books on leadership, culture, and faith. His career includes roles in management consulting and business ownership in various entities. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services, offering multiple program platforms such as Transamerica ONE and TFA365.

Yusuf Gbadamosi is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential and beginning his career in 2026. He has prior experience at WFGIA and C.H. Robinson, where he worked as a software engineer in logistics. Gbadamosi is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. 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 through proprietary and third-party models, operating as both a registered investment adviser and broker-dealer.

Jitendra Worah is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with firms including WealthWave and S&B Engineers and Constructors Ltd. Outside of advisory work, he serves as an election official for Harris County and is a board member of the Harris County Municipal Utility District #118. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and operates an integrated retirement plan ecosystem through affiliated entities.

Connor Cline is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. His background includes roles at LPL Enterprise, The Prudential Insurance Company of America, and World Financial Group Insurance Agency. Outside of finance, he has experience at Five Sushi Brothers and Noodles and Company. 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 both advisory and broker-dealer services with a range of fee-based and commission-based programs, utilizing proprietary and third-party investment models.

Alia Mendez Taylor is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds a Series 66 credential and has previously worked at Janney Montgomery Scott LLC, LPL Financial, and M Financial Planning Services. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Lei Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Lei has been with Transamerica Financial Advisors since 2012 and is also involved with Financial Training Inc. and Insurance Marketing Center in roles outside of direct investment advisory. Lei previously worked with the Chinese Friendship Affairs Association, Inc. from 2018 to 2021. 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 primarily employs model portfolios and third-party managers to implement its advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Wei Ping Sun is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 18 years of industry experience and has been with Transamerica since 2012. Outside of his advisory role, he is involved with Clearwater Benefits, LLC and Gateway LLC, where he acts as a real estate broker. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with various fee-based programs and access to third-party money managers.

Janelyne Ho is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses, and she has nine years of industry experience. Her background includes roles in multiple financial and estate planning-related businesses, such as InheritGuard, LLC and Bali Computing LTD, where she focuses on client referrals and educational services related to student loan repayment and estate planning. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Valerie Gomes is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and four years of industry experience. She has worked with Transamerica Financial Advisors since 2022 and has been involved with World Financial Group, Inc. since 2015. Gomes volunteers as secretary for the Tampa Bay Research Institute’s Science Alliance Volunteer Committee, which focuses on immune health research. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and charitable organizations through advisory and broker-dealer services. The firm offers proprietary and third-party investment programs with discretionary and non-discretionary options, and manages approximately $1.66 billion in discretionary assets.

Christopher Mayo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience at WealthWave and Wfgia. Outside of financial advising, Mayo works as a nuclear medicine technologist at Huntsville Cardiovascular Clinic, performing cardiac stress tests. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital platforms to deliver investment advisory and retirement-plan services.

Eric Clinger is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Transamerica, he worked at Yellow Jacket Business Solutions and ManhattanLife, where he refers individuals and groups needing health insurance. He also has a background at Toyota Motor North America and Encore Wire Corp. Transamerica Financial Advisors serves a broad 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. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of discretionary and non-discretionary investment programs.

Yuchen Tang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Transamerica Financial Advisors since 2012, with a break between 2016 and 2017, and also has experience with World Financial Group and Covered California Health Insurance. Outside of advisory work, 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 individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies across multiple platforms, managing approximately $1.7 billion in assets under management.

Dionysis Heliotis is a financial advisor at Transamerica Financial Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012 and WealthWave since 2015. He was also involved with the Kyparissioton Society of America from 2009 to 2020. Transamerica Financial Advisors serves a wide range of clients, including individuals, 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.

Ruinian Kang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Transamerica in 2023, Kang spent 10 years with Shanghai Ruinian Investment and Management Co., Ltd. and has worked as a health insurance agent since 2015. 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 investment models.

Laura Williams is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience and holds a Series 66 designation. Her previous work includes a long tenure at Wells Fargo Advisors and roles with several organizations focused on insurance, estate planning, and student loan repayment services. She also refers clients periodically to businesses specializing in estate planning and student loan repayment assistance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Shaw Wen Yang is a financial advisor with Transamerica Financial Advisors in Waltham, MA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also has been associated with World Financial Group since 2015. In addition to advisory work, he is involved in the sale of 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. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary management options and supports its clients with affiliated retirement and recordkeeping services.

James Collins is a financial advisor with Transamerica Financial Advisors in Knoxville, TN, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Company. 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 with a range of proprietary and third-party investment models, managing over $2 billion in assets under management as of the end of 2025.

Wei Zhang is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Transamerica Financial Advisors since 2013. Zhang is also involved with the Heartland Institute of Financial Education, a nonprofit focused on financial literacy and college planning, where he serves as a college consultant. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment model portfolios, supporting both discretionary and non-discretionary program options.

Jeffrey Stone is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Ameriprise, World Financial Group, Raymond James & Associates, Deutsche Bank Securities, and Waddell & Reed. Outside of finance, he is involved in fine art creation and sales through his business, Jeffrey Stone Fine Art. 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 and third-party investment models with discretionary and non-discretionary options.

Joseph Whitcomb is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he is the president and founder of a law firm, Whitcomb, Selinsky, PC, where he oversees a team of attorneys and staff. Transamerica Financial Advisors serves a diverse client base including individuals, 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 program options.