Ka Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with companies including Green Dragon Wood Products Co. and WFGIA. Outside of advisory work, he owns Apex Consulting Services, which engages in the import-export of goods. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models with discretionary and non-discretionary options.

Pai Yen Chung is a CFP® professional with over 31 years of experience in the financial industry. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms including Clearwater Benefits, Elite Advisors, Inc., and WFGIA. He is involved in managing an office through Mission Team, LLC. 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, utilizing proprietary and third‑party investment models with discretionary and non-discretionary program options.

Carlos Cadavillo is a financial advisor with Transamerica Financial Advisors. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Wfgia, A.F. Paredes & Co. CPAs, and over two decades at Philips Lighting Co. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Ericka Towe is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in several other ventures including entertainment, health insurance, and business training. Outside of her advisory role, she performs comedy in clubs during non-business hours. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing approximately $1.66 billion in discretionary assets as of the end of 2025.