Melvin Muela is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has a diverse work history including roles at Champion Health, Inc., Wash & Post Inc., and Blue Shield of California Life & Health Insurance Company. Outside of advisory work, Muela owns Gordito Burrito, Inc., a restaurant business in Sacramento, and is involved with Life Song of Stockton as a board member. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large network of advisors and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers, offering integrated retirement plan solutions and a range of affiliated investment and insurance products.

Juliana Lanier is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 16 years of industry experience. She has been with Transamerica Financial Advisors since 2013 and also serves as president and broker of record for Realta Corporation, a real estate brokerage. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through multiple program platforms. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.