Luyen Nguyen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Nguyen has worked with Transamerica Financial Advisors since 2012 and currently owns UWB LLC, a business entity used to manage business expenses. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by a large network of advisors and multiple program platforms.

Fan Zhang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. They have worked at Transamerica Financial Advisors since 2017 and are also associated with Benefit Planners Inc, where they have been involved in tax management and health insurance services, including work during the 2020 health open enrollment period. Fan Zhang has prior experience with Virginia Commonwealth University. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Regis Bingham is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at the Suffolk Department of Social Services and Net Law Group Inc. Outside of finance, he has provided foster care family services and case management through social services. 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 various investment programs and access to third-party money managers.

Judy Se Fune is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has held various business roles, including owner and partner positions in multiple companies such as Tax Zone LLC and Southern Hospitality LLC. Outside of her advisory work, she has served as a caregiver through a Medicaid-funded private care program for her aging father. 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 utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network with regulatory assets under management of approximately $1.7 billion.