Wei Li is a financial advisor with Transamerica Financial Advisors holding a Series 63 designation and eight years of industry experience. In addition to his advisory role, he is a partner at Bilingual CPA Group LLC, providing accounting, tax, and insurance services. He also serves as Chief Financial Officer of FPM LLC, a real estate development company. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both fee-based advisory programs and commission-based products, delivering advice through proprietary and third-party model portfolios on discretionary and non-discretionary platforms.

Djeneba Ouattara is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. Her work history includes roles at Netlaw-LIVING TRUST, CULA, Concorde Education, and educational organizations such as High Impact Education/Tutor Me Education and NETXGEN Teachers LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm combines advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary management options.

Ruth John is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 13 years of industry experience. She has a diverse work history that includes roles at Wealthwave, LSPN Pro, LLC, and Nationwide Student Loans. Outside of her advisory duties, she volunteers regularly at Abundant Living Family Church, assisting in the nursery to support families during services. Transamerica Financial Advisors serves a wide range of clients including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, providing discretionary and non-discretionary investment program options.

Wei Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has been associated with Kistler Tiffany Benefits since 2015. Outside of advising, he is involved in the sale of insurance products and manages a personal rental property. 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, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Lisette Mandwee Ndzie is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has held roles at Transamerica Employee Benefits and is involved with estate planning services through partnerships with InheritGuard, LLC and LegacyShield Solutions, Inc. Outside of her advisory work, she is engaged with GOD'S GARAGE, a nonprofit focused on poverty, where she is a board member. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model.

Hamid Hanifi is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has four years of industry experience. He has held multiple roles in telecommunications and technology companies, including serving as CTO and advisory board member for several ventures such as TELE110 LLC and Proud Holding. Outside of his advisory work, he is involved in the wholesale and retail telecom business through independent contracting. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement their advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple program platforms.

John Withers is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at World Financial Group and Awareness Concepts. His other business activities include part-time or full-time sales of insurance and non-insurance products for companies 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 both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary investment management options.

Ilia Tsai is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also a CPA partner at Sopheleus Associates & Co, where he provides accounting services including corporate financial planning and tax strategy. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

June Liao is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and was employed at Nu Skin from 2023 to 2025. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, delivering solutions through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Zhong Shi is a CFP® with 23 years of experience, currently serving as a financial advisor at Transamerica Financial Advisors. He has held roles with organizations including Kyros Ai Corp., Heartland Institute of Financial Education, and Covered CA. Outside of advising, he works as a college planning consultant and financial education instructor. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers to implement its advisory services.

Menchu Ituralde is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked in bookkeeping and business consulting roles, including with Noble Accounting, LLC, and JBC Group, LLC. She has also been involved with the Marinduque Association of Southern California. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers for portfolio management.

Anita Petty is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. She has a diverse work background including roles with InheritGuard, LLC and several investment-related entities where she manages various business operations. Outside of her advisory work, she operates as a resilience coach through Leading Edge Ventures, offering online courses and coaching related to personal resiliency. 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 with discretionary and non-discretionary options.

Randall Block is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also operates Block Wealth Management Inc. outside of securities activities. Block’s experience includes a five-year tenure at Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm delivers advisory services through model portfolios and third-party managers across multiple platforms, with approximately $1.7 billion in regulatory assets under management.

Alec Marshak is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Morgan Stanley and Strategic Value Partners LLC. Marshak is also a licensed life insurance agent affiliated with Transamerica’s related agencies. 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 model portfolios with discretionary and non-discretionary options.

Donald Balderson is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and has worked with the Transamerica Agency Network since 1996, serving as a Regional Vice President overseeing an insurance sales team. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing advisory models primarily through model portfolios and third-party managers.

Joseph Okoronta is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Transamerica Financial Advisors since 2015 and is also involved in several business ventures, including roles as president and part owner in companies focused on accounting and tax services, real estate, and childcare services. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers for investment implementation, offering integrated retirement plan services and affiliated product distribution.

Guangning Weng is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Transamerica Financial Advisors since 2012, with additional experience at Entrepreneur Alliance, Inc., Quantum Partners LLC, and World Financial Group, Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm’s advisory approach utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Lloyd Coleman is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including WealthWave and Art of Insurance. Coleman is also involved in family business entities related to real estate, although these are currently inactive. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, employing proprietary and third-party investment models with both discretionary and non-discretionary options.

Shengying Li is a CFP® with eight years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors since 2018. Prior to this, Shengying worked at Barclays for 11 years and is also associated with Banyan Path Service LLC. Shengying is engaged in selling 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 a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and a range of insurance and brokerage products.

Julian Owens is a financial advisor at Transamerica Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Transamerica Financial Advisors since 2012. Owens also has roles with Legacy Shield Solutions and Net Law Group Inc., where he provides document preparation and estate planning referral services. He served as a board member of Union Towns for 19 years. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and businesses. The firm uses model portfolios and third-party managers to implement its advisory approach and operates an integrated retirement plan ecosystem with affiliated entities.