Rob Ballan

Reno, NV
Chief Executive Officer
Chief Investment Officer

Jon Donahue

Reno, NV
Vice President
Portfolio Manager

Shawn Young

Fresno, CA
Chief Operations Officer
Chief Compliance Officer

Christina Tovar

Fresno, CA
Operations Assistant

Gary DeMera*

Burlingame, CA
Vice President
Investment Advisory

Willington Fong*

Burlingame, CA
Operations

Rob Leiphart, CFP® 

Shelton, CT 
Vice President 
Financial Planning

Craig Frieders*, AIF®, CIMA®*

Walnut Creek, CA
^{Crofton Capital Management
Investment Advisory}

John Marty*

Burlingame, CA
Vice President
Investment Advisory

John Mullen*

Walnut Creek, CA
^{Crofton Capital Management
Investment Advisory}