Thomas Baker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with several firms, including Solterra LLC and John Chi International Company, and has been affiliated with Transamerica Financial Advisors since 2012. Outside of advising, he is involved with World System Builders and has ownership interests in Solterra LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms. The firm’s advisory model relies on model portfolios and third-party managers, offering a range of proprietary and externally managed investment options.

Austin Hogan is a financial advisor with Transamerica Financial Advisors based in Cincinnati, OH, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also co-owner of Silverbirch Entertainment LLC, where he provides administrative support and coaching for recording artists. Hogan’s background includes running Hogan Consulting, LLC, and work with WFGIA. Transamerica Financial Advisors serves a diverse client base including individuals, 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, supporting both discretionary and non-discretionary investment programs.

John Kaine is a financial advisor at Transamerica Financial Advisors with over 31 years of industry experience. He holds a Series 65 designation and has worked with firms including Nationwide Securities, Nationwide Insurance, and World Financial Group. He is also the owner of Kaine Insurance LLC, a property and casualty insurance agency. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.

Yong Sheng Chen is a financial advisor at Transamerica Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. Chen is also president of Elite Eagle Inc., a non-investment-related business, and is involved with Finger Lakes LLC as a hotel partner. Transamerica Financial Advisors serves a broad client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services with a variety of proprietary and third-party investment models.

Gopinath Chandra is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica and World Financial Group. Outside of advising, he is CEO of GF Software Services, where he consults on AWS-related projects. 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 through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Xiaoying Shi is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has been associated with World Financial Group since 2001. She is involved in the sales 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 plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based programs. The firm combines proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Bengt Johnson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Transamerica Financial Advisors since 2022 and currently serves as Board President for The Fellowship – Seattle, a group that meets weekly to pray for the city and its leaders. Additionally, he works with Associated Catholic Cemeteries as a parish counselor, assisting families in making memorial plans. 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 range of advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Pia Snyder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2001. Outside of her advisory role, she serves as Treasurer of the Barrington Heights Neighborhood Association. 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 fee-based wrap programs, model portfolios, third-party money manager access, and commission-based insurance and brokerage products.

Zhaohui Chen is a financial advisor with Transamerica Financial Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns A-One Team Enterprise, a pass-through entity used for office leasing and bookkeeping. 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’s advisory model primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Baoqing Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Li has held various roles in healthcare insurance and financial education organizations, including BlueCross BlueShield Illinois and Wall Street to Main Street Financial Education Inc., where he serves as president. He is involved in activities related to tax planning and occasionally assists clients with health insurance needs. 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. The firm manages a mix of discretionary and non-discretionary assets and provides additional services such as securities-backed lending and bank deposit sweeps.

Yu Tao is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, Yu worked at CICC US Securities Inc. for four years and has also been involved with Ambassadors For Christ, Inc. from 2016 to 2020. He holds Series 63 and Series 65 licenses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services using proprietary and third-party model portfolios, with client relationships reviewed annually.

Kim Low is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2017. Her prior experience includes roles at World Financial Group, Inc., Rhema Solutions LLC, and Mountain House High School. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary management options.

Michael Danielski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Hardware Tech Inc. and Sunpro. He is also involved in selling insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Benjamin York is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with several other ventures, including owning Herding Cats Consulting Inc. and acting as a real estate broker with Hart Realty Group. Additionally, he provides financial education through the Heartland Institute of Financial Education and works as a care provider with Integrated Life Choices, supporting individuals with disabilities. Transamerica Financial Advisors serves a diverse client base comprising 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, with both discretionary and non-discretionary management options.

Omkar Shinde is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes positions at Qualia and WFGIA, and he is engaged in copywriting activities alongside his advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services utilizing proprietary and third-party investment models, with discretionary and non-discretionary program options.

Brent Stricklett is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Transamerica Financial Advisors and has previously worked at firms including Securities America, MUTUAL OF OMAHA Investor Services, and Ladenburg Thalmann & Co. Inc. Outside of advisory roles, he was involved with Catch-A-Lobster LLC from 2011 to 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a range of model portfolios and third-party managers, delivering services through multiple program platforms and a large advisor network.

Daniel Bashinski is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has been self-employed since 2003. Outside of his advisory role, he engages in tax preparation work unrelated to investments. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with various fee-based and commission-based investment programs, combining proprietary and third-party model portfolios.

Joseph Kizer is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He is also employed as a vascular access specialist and provides nursing care at Wood County Hospital. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers, managing both discretionary and non-discretionary assets.

Raymond Chen is a financial advisor with Transamerica Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and 12 years of industry experience. He also serves as president of Precision Insurance Services LLC, a company that provides property, casualty, health, and other insurance services. Additionally, he has worked for the United States Postal Service since 2008 in a programming role. 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 advisory and broker-dealer services with a variety of fee-based and commission-based investment programs, combining proprietary and third-party model portfolios to meet different client needs.

Mark Gaylord is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with Transamerica Financial Advisors. He has served on the board of 1311 York Street, an Alcoholics Anonymous organization, since 2022. Gaylord also operates The Gaylord Group, a tax planning S-corporation formed for personal tax purposes. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.