Transamerica Financial Advisors

Dequan Tian is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including United Healthcare and World Financial Group. Outside of his advisory role, he occasionally assists clients with health insurance and Medicare applications as an independent contractor. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services delivered through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

Heather Ramlal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. She has held roles at HLR Financial Solutions Inc and Amplify, an education company, alongside her ongoing work with Transamerica Financial Advisors since 2016. Ramlal is also president of HLR Financial Solutions Inc, an S corporation established for expense documentation purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and TFA365.

Joseph Garcia is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Internal Revenue Service in Research, Applied Analytics and Statistics, the Texas Juvenile Justice Department, and Central Texas College. Garcia also serves as a Human Resources Officer in the U.S. Army. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple advisory platforms to deliver its services.

Brian Yip is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Transamerica, he has worked in roles including accounting at Green Dot Public Schools and business development coordination at Advantec Consulting Engineers. Outside of his advisory work, he is involved in accounting and proposal organization in the education and engineering sectors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large network of advisors and multiple program platforms that emphasize model portfolios and third-party managers. The firm serves individual investors, employer-sponsored plans, trusts, estates, and charitable organizations.

Gloria Long is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and previously spent four years at the Heartland Institute of Financial Education. In addition to her advisory role, she is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a network of over 1,000 advisors and multiple program platforms, implementing advisory services primarily through model portfolios and third-party managers rather than individual advisor discretion.

Susan King is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her work history includes roles at Transamerica Financial Advisors since 2012, World Financial Group since 2006, and more recently at Prestige Benefits and Insurance and Plexus Worldwide. Outside of advising, she is involved as an ambassador for Plexus Worldwide, a nutritional products distributor. 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 model portfolios and third-party managers across multiple program platforms to deliver its advisory services.

Mark Onstott is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Transamerica since 2012 and is involved in several business activities including ownership and management of Team Chosen Financial, LLC, and roles in health insurance sales with Colorado Choice Health Plans, Anthem Blue Cross, and Assurant Health Insurance. He is also a member of Chosen Redondo Retreat, LLC, which manages an investment property. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and offers multiple program platforms such as Transamerica ONE and TFA365.

Shawn Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has held roles at several companies, including EvoShare Inc., a fintech firm that aggregates rewards and cashback programs into investments and insurance. Villalovos is also involved with HAPPY & STRONG, Inc., where he serves as president. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to 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 for investment implementation.

James Hull is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and with six years at the firm and five years of industry experience overall. His background includes research analysis at ASA Research and a four-year tenure at The New Teacher Project, Inc. Outside of his advisory role, he serves as Softball Commissioner and volunteer board member for South County Little League. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

David Hansen is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked for Farmers Insurance Group and Farmers Financial Solutions for 24 years before joining Transamerica Financial Advisors and WFGIA. Hansen also engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and businesses through a network of over 1,000 advisors. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers services across multiple platforms including Transamerica ONE, TFA365, and Transamerica ALPHA.

Daniel Brown is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and is also involved with Anaj Enterprises Inc, which provides tax preparation and accounting services. Brown has been affiliated with World Financial Group, Inc since 2012. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers to implement its advisory services, supported by multiple program platforms such as Transamerica ONE and TFA365.

Thomas Elsea is a financial advisor with Transamerica Financial Advisors in Riverside, CA, holding a Series 66 designation and seven years of industry experience. He has worked with Transamerica Financial Advisors and Wfgia since 2018. In addition to his advisory role, he is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, managing approximately $1.7 billion in regulatory assets under management.

Gary Whitman is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Wells Fargo Funds Management and Allspring Global Investment Holdings. His current roles also include positions at Wfgia and Transamerica Financial Advisory. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Leslie Theilacker is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 20 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has been involved with Wfg since 2004. Outside of her advisory role, she is engaged as a Florida Notary Public and serves as a referral partner for College Loan Freedom and Net Law Group Incorporated. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm’s advisory approach primarily uses model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Ronald Zimmer is a financial advisor with Transamerica Financial Advisors in Seminole, Florida, holding a Series 66 designation and 18 years of industry experience. His prior work includes five years at Franklin Templeton and ongoing involvement with Fox Hollow Investments LLC. He serves as Co-Vice President of Softball for Northwest Youth Baseball and Softball, where he helps organize teams and addresses player and parent concerns. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.