Wei Ping Xian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also maintains long-term affiliations with CIMS and World Financial Group. In addition to advisory work, he is involved in the sales of insurance and non-insurance products for companies 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 charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, supporting a regulatory AUM of approximately $1.7 billion.

Sepehr Mansuri is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and Choice Administrators since 2019. Outside of financial advising, he serves as vice president of operations at a longstanding community pharmacy in Los Angeles and is an adjunct professor at West Coast University, where he teaches and mentors pharmacy students. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and businesses. The firm employs a model portfolio approach implemented through third-party managers and digital programs, managing approximately $1.7 billion in regulatory assets under management.