Rob Ballan

Reno, NV
Chief Executive Officer
Chief Investment Officer

John Bankovitch²

San Francisco, CA
Vice President Investment Advisory

Christina Bennett

Fresno, CA
Operations Manager

Yesenia Bribiesca

Fresno, CA
Client Service Associate

Carl Demartini

South Fork, CO
Vice President Investment Advisory

Gary DeMera¹

Burlingame, CA
Vice President
Investment Advisory

Jon Donahue

Reno, NV
Vice President
Portfolio Manager

Willington Fong¹

Burlingame, CA
Operations

Craig Frieders¹, AIF®, CIMA®

Walnut Creek, CA
Crofton Capital Management
Investment Advisory

Kent Johnson CFP®

Wilton, CT
Vice President Wealth Management

Rob Leiphart, CFP® 

Shelton, CT
Vice President 
Financial Planning

John Marty¹

Burlingame, CA
Vice President
Investment Advisory

John Mullen¹

Walnut Creek, CA
Crofton Capital Management
Investment Advisory

Justin Sloan CFA, CFP®, MBA, MS-FAIM

Windsor, CA
Portfolio Manager

Shawn Young

Fresno, CA
Chief Operations Officer
Chief Compliance Officer