WFG Applauds Six Representatives Named to Forbes’ 2025 Top Financial Security Professionals List

Cedar Rapids, IA

World Financial Group (WFG) is proud to announce that six of its independent agents have been named 2025 Top Financial Security Professionals by Forbes and SHOOK Research. This prestigious ranking recognizes financial services professionals who are helping clients navigate today’s complex financial landscape with confidence.

Among the honorees are Alec Chan, Laura Counsell, Jan Zhuang, Jing Ho, Brian Loiseau, and Vamshi Yelakanti—all are registered representatives with Transamerica Financial Advisors, LLC (TFA), a broker-dealer and federally registered investment advisor affiliated with WFG and licensed insurance agents with World Financial Group Insurance Agency, LLC (WFGIA). As Transamerica companies, TFA and WFGIA provide financial and insurance guidance tailored to the needs of individuals.

“WFG is proud to combine a mission-driven mindset with a modern platform to help close the financial education gap and empower people to rise. Forbes's recognition is a testament that our agents are more than financial professionalsthey are community advocates, educators, and leaders,” said Todd Buchanan, president of WFGIA. “We are incredibly proud of Jan, Jing, Laura, Alec, Brian, and Vamshi for representing the best of what WFGIA and TFA stand for—making sure no family is left behind.”

National and State Honorees

  • Alec Chan (San Gabriel, California) ranks No. 52 nationally and is designated at No. 2 Best in State for California, managing $6 billion in policy value.
  • Laura Counsell (Bellevue, Washington) ranks No. 92 overall and is recognized as No. 1 Best in State for Washington, managing $2.6 billion in policy value.
  • Lanzhen (Jan) Zhuang (Lake Mary, Florida), Jing Ho (Orlando, Florida), Brian Loiseau (Centennial, Colorado) and Vamshi Yelakanti (Ellicott City, Maryland) each were named as best-in-state for their impressive client portfolios and consistent excellence.

TFA President Michelle Barry offered her congratulations: “These financial professionals have shown unwavering commitment to helping individuals and families pursue their financial goals, and we are proud to celebrate your well-deserved recognition and continued leadership in the industry.”

Financial Guidance for Every Family

For more than 20 years, WFG has helped millions of individuals and families with guidance to help provide financial security through life insurance, retirement, and wealth-building strategies.

With more than 87,000 agents speaking over 75 languages, WFG is committed to personalized financial guidance. Through education, customized strategies, and a mission to ensure no family is left behind, WFG helps individuals and communities take control of their financial futures and build lasting security.

Disclosure: The 2025 Forbes’ 2025 Top Financial Security Professionals List rankings, developed by SHOOK® Research, LLC, are based on an algorithm of qualitative criterion, developed through telephone and in-person due diligence interviews wherein participants were allowed to provide favorable and unfavorable responses and a ranking algorithm that includes factors like a review of best practices, client retention, compliance records, industry experience, community involvement, firm nominations, and quantitative criteria, including: assets under management and revenue generated by the firm. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data.  This rating is based on data as of 12/31/2024. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research received compensation in exchange for placement on the ranking. However, there is a user fee paid to use the Forbes Best in State Logo(s). For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Transamerica Financial Advisors, LLC (TFA), Member FINRA, SIPC and Registered Investment Advisor, offers securities and Investment Advisory Services. World Financial Group Insurance Agency, LLC (in California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., and /or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA), offer insurance products. WFGIA and TFA are affiliated companies.