Earl Valencia is a financial advisor at Transamerica Financial Advisors with a Series 65 designation and one year of industry experience. His work history includes roles at Microsoft, Plentina Financial Inc., Charles Schwab, Dell Technologies, and Bridgewater Associates. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple advisory programs and platforms, managing approximately $1.7 billion in regulatory assets under management.

Katrina Rollan is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her work history includes roles at firms such as WFG Direct and Axianta Financial Partners Norcal LLC. Outside of her advisory role, she is involved as an independent contractor providing estate planning services through MJ Marketing LLC and is a member of a family restaurant business LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers across multiple advisory programs, combining proprietary and external investment solutions.