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.

Xinzi Yuan is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has a background in accounting and tax preparation through her work with Accounting & Financial Services LLC and Lida Accounting Service LLC. Yuan is active in community service, serving on the board of the Wisconsin Chinese Chamber of Commerce and volunteering with AARP to provide tax preparation assistance to low-income taxpayers. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, delivering investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Zhenxiang Du is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Medicomp Inc and Kelly Services Global LLC, and he is the owner of Uyghur Grill LLC, a mobile food service business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.