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Jun G

Series 66

Short Hills, NJ

Transamerica Financial Advisors

Jun Ge is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young, Cleary Gottlieb Steen & Hamilton LLP, and AIG. Outside of his advisory role, he is involved in document review and translation services for TransPerfect. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm’s investment approach utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Ruxian G

Series 66

Gaithersburg, MD

Transamerica Financial Advisors

Ruxian Gong is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Glass Jacobson Investment Advisors LLC, Wells Fargo, Bank of America, Merrill, and Edward Jones. Outside of her advisory role, she serves as treasurer for a nonprofit Toastmasters club where she manages the club's finances. 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.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Merrie M

Series 63, Series 65

Waltham, MA

Transamerica Financial Advisors

Merrie Moy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been associated with Transamerica Financial Advisors since 2013 and has experience in health insurance brokerage, including roles with Massachusetts Health Connector, GarityAdvantage Insurance Marketing Agencies, and HSA Insurance. Moy also manages Empower Team LLC, a business focused on operational management. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to deliver its advisory services, supporting individual investors, retirement plans, trusts, and charitable organizations.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Alexia G

Series 63, Series 65

Jacksonville, FL

Transamerica Financial Advisors

Alexia Gooch is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has held roles at several firms, including Alight (now Strada) and NetLaw Inc., and is involved in part-time work discussing Medicare and Medicaid options. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms, managing regulatory assets of approximately $1.7 billion.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Rusty H

Series 63, Series 65

Frisco, TX

Transamerica Financial Advisors

Rusty Hood is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held positions at multiple firms and ventures, including roles with Avalanche Ventures, NetLaw, and LifeLock, and has experience referring clients for services such as trust and wills, identity theft protection, college loan consulting, and tax mitigation. Transamerica Financial Advisors serves a wide range of clients including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Kevin M

Series 63, Series 65

Orange, CA

Transamerica Financial Advisors

Kevin Mcdaniel is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His professional background includes roles in estate planning, mortgage lending, and insurance sales, along with educational positions such as adjunct business management instructor at Platt College Los Angeles and instructor at International Education Corporation. He also works with online estate planning and health insurance services through affiliated companies. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services featuring proprietary and third-party model portfolios, with discretionary and non-discretionary options, and manages over $2 billion in client assets.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Marek K

Series 63, Series 66

Oakbrook Terrace, IL

Transamerica Financial Advisors

Marek Klincewicz is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Sirius Holdings LLC and World Financial Group, Inc. He is also involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses, delivering services through multiple advisory platforms and a large network of advisors. The firm’s investment approach relies primarily on model portfolios and third-party managers rather than individual advisor discretion.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Christine K

Series 63, Series 65

Rockville, MD

Transamerica Financial Advisors

Christine Koy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has worked with Transamerica Financial Advisors since 2018 and with World Financial Group, Inc. since 2015. Outside of her advisory role, she is occasionally involved in managing rental property inquiries for a condo owned jointly with her husband. 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.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Ying Y

Series 63, Series 65

Bellevue, WA

Transamerica Financial Advisors

Ying Yin 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. She has worked with Transamerica Financial Advisors since 2014 and is also involved with Fincoach Services LLC and Breakthrough Service LLC, where she owns a tax preparation business and holds an enrolled agent certificate. 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 a range of advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Abhimanyu V

Series 66

San Diego, CA

Transamerica Financial Advisors

Abhimanyu Vinayek is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at firms such as NYLIFE Securities LLC, Eagle Strategies LLC, and Heron Therapeutics Inc. Outside of advisory work, he provides seasonal tax filing assistance. 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, supporting a range of discretionary and non-discretionary investment programs.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Ilona D

Series 63, Series 65

West Palm Beach, FL

Transamerica Financial Advisors

Ilona Dominguez is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also involved with LSPN Pro, LLC, providing communication, marketing, and client referral services, as well as Aurich, LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Jack F

Series 63, Series 65

So. Jordan, UT

Transamerica Financial Advisors

Jack Feldman Jr. is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Peterson and Associates and Managed Wealth Financial. In addition to his advisory work, he operated small businesses in photography and woodworking. Transamerica Financial Advisors serves a diverse client base with both advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary management options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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