Apekshit Mulay is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 registrations with seven years of industry experience. He has been involved in consulting for technology companies and economic revival projects and serves as a director of marketing for the Dallas Fort Worth Chapter of Vishwa Hindu Parishad of America, where he also promotes financial literacy through community workshops. Mulay is additionally engaged in authoring economic and macroeconomic works and maintains roles in health insurance referrals and rideshare advertising. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services including fee-based wrap programs, model portfolios, third-party money managers, and commission-based products. The firm operates as both a registered broker-dealer and RIA, supporting clients with a range of discretionary and non-discretionary investment options.

Yanfang Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has ownership and management roles in several land investment entities and provides tax filing and business assistance through her own firm. Additionally, she works as a health insurance agent helping clients obtain coverage. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory services primarily through model portfolios and third-party managers across multiple platforms such as Transamerica ONE, TFA365, and ALPHA.

Jinyu Shi is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Transamerica, Shi has worked at UnitedHealthcare since 2018 and Fidelity National Information Services since 2006, where he serves as an IT architect consultant. He is also involved in selling Medicare and ACA health insurance products through affiliated companies. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Haiyu Qi is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Qi has worked with Transamerica Financial Advisors since 2012 and is also engaged with Legacy Shield, Community Health Choice, and BlueCross BlueShield in various roles related to health insurance and estate planning. Outside of financial advising, Qi has experience as a referral agent focusing on estate planning. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models, with discretionary and non-discretionary program options.

Weidong Li is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His work history includes roles at LSPN Pro, LLC, Eclat Star Financial Services, The Brokerage Inc, and Value Audio Connexion, where he serves as president coordinating international audio import-export operations. In addition to his advisory work, he is involved in sales of healthcare insurance and estate planning services through related entities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily uses model portfolios and third-party managers, delivering services through multiple platforms and a large advisor network.