Charisma Lariosa is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked with World Financial Group, INC. and Evolve Healthcare LLC. Outside her advisory role, she provides physical therapy services through Select Rehabilitation. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Lu Ling Li is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. Her prior experience includes roles at BGSLK Management, LLC, Ling Finance LLC, and Flexible Benefit Service Corporation. She is also involved in 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. The firm provides both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, operating as both a registered broker-dealer and registered investment advisor.

Guangning Weng is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Transamerica Financial Advisors since 2012, with additional experience at Entrepreneur Alliance, Inc., Quantum Partners LLC, and World Financial Group, Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm’s advisory approach utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.