Lawrence Okechukwu is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been with World Financial Group, Inc. since 2015. Outside of finance, he serves as a library assistant for the Windham School District. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment models, operating as both a registered broker-dealer and registered investment adviser.

Kelsey Dale is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and six years of industry experience. Prior to joining Transamerica in 2025, Kelsey worked at VALIC Financial Advisors from 2020 to 2025 and also spent two years teaching at Dayton ISD/Dr. E. R. Richter Elementary School. Kelsey is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages substantial discretionary and non-discretionary assets and operates as both a registered broker-dealer and registered investment adviser.

Manh Le is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also maintains a long-standing affiliation with Wfg. In addition to advisory work, he is involved in the sale of insurance and non-insurance products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services, supported by a network of over 1,000 advisors and approximately $1.7 billion in regulatory assets under management.

Janet Sabio is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Transamerica Financial Advisors since 2021 and has been involved with World Financial Group and World System Builder since 2017. Outside of financial advising, she is the managing member of Gari-Pulse Entertainment LLC, a company focused on publishing her poetry and supporting Garifuna cultural activities. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers for investment advisory services and integrates retirement plan administration with affiliated entities.

Lijoy Thomas is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is a partner at WSB Spartans Inc. He is also involved with the Heartland Institute of Financial Education, a non-investment-related educational organization. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and platform sub-advisors to implement its advisory services.

Yancey Mbolda is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including Mercor and Transamerica Employee Benefits. Mbolda is involved in employee benefits consulting for small businesses through Transamerica Employee Benefits. Transamerica Financial Advisors serves a wide range of clients, including individual investors and institutional entities, offering both advisory and brokerage services through proprietary and third-party investment models.

Lisette Mandwee Ndzie is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has held roles at Transamerica Employee Benefits and is involved with estate planning services through partnerships with InheritGuard, LLC and LegacyShield Solutions, Inc. Outside of her advisory work, she is engaged with GOD'S GARAGE, a nonprofit focused on poverty, where she is a board member. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement its advisory model.