Thuong Nguyen is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2015, LSPN Pro, LLC, Blue Cross and Blue Shield of Texas, and Advance Technical Resources. Outside of advisory services, he is involved in health insurance enrollment and education, as well as operating a business building computers. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, with affiliated retirement and recordkeeping entities supporting plan clients.

Patrick Isibor is a financial advisor with Transamerica Financial Advisors in Houston, TX. He holds Series 63 and Series 65 licenses and has experience working in financial services since 2022. His career includes roles at Worldwide Excellence Financial Services, LLC and Excel Tax and Accounting 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Mohammed Bajwa is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors since 2017 and also has experience with World Financial Group. In addition to his advisory role, Bajwa serves as a project manager at the Texas Commission on Environmental Quality, where he assesses and oversees the cleanup of contaminated sites. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm’s advisory approach utilizes model portfolios and third-party managers, supported by a large network of advisors and multiple program platforms.

Carl Montano is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2013. Outside of his advisory role, Montano has been involved with the Heartland Institute of Financial Education and St. Andrew's Presbyterian Church of Beaumont. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.