Yuan Liu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His work history includes roles at SS&C Technologies Holdings, Fin Tacs LLC, SCORE, Debtmerica, KPMG US LLP, World Financial Group, Inc., and JP Morgan Chase. 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.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. 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 discretionary and non-discretionary options.

Weili Yu is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Yu worked at WFGIA and spent 17 years with Procter & Gamble. Yu is involved in the sale of insurance and non-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 both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

John Medeiros is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Uber Technologies Inc. and various community and nonprofit organizations. Medeiros serves on the Pastoral Council at St. Stanislaus Parish and is a board member for the City of Fall River Port Authority and Housing Authority, as well as a member of the local advisory council for the Coalition for Health Equity & Early Development. 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 with a variety of model portfolios and access to third-party money managers, delivering discretionary and non-discretionary investment programs.

Xiyin Xu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Xu has been with Transamerica Financial Advisors since 2012 and also serves as president of Pengbo Group Inc. Outside of advisory work, Xu is involved in the sales of insurance and non-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, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, managing approximately $1.7 billion in assets under management.

Zhimin Ou is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. In addition to his advisory role since 2022, he has significant involvement in early childhood education, serving as a site coordinator at Kiddosland Child Development Center. 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 range of proprietary and third-party investment programs.

Hao Lu is a financial advisor with Transamerica Financial Advisors in Braintree, MA, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also manages a separate business entity for expense tracking. In addition to his advisory work, he is involved in the management of rental properties. Transamerica Financial Advisors serves a diverse client base with a range of advisory and brokerage services, offering proprietary and third-party model portfolios to both individual and institutional clients.

Jianhua Yao is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Transamerica Financial Advisors since 2012 and World Financial Group since 2009. Outside of advising, he works as a research scientist in pharmaceutical research. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored plans. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs alongside an integrated retirement plan ecosystem.