Ian Castille is a CFP® certificant with 18 years of experience in the financial services industry. He has worked at Capital Advantage, Inc. since 2012 and previously held roles at LPL Financial, TD Ameritrade, Banc of America Investment Services, and Wells Fargo Investments. He is also commissioned as a California Notary Public. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis alongside macroeconomic indicators to guide discretionary investment management and financial planning.

Colin Taylor is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Capital Advantage, Inc. since 2011 and previously worked at Catalyst Financial Planning & Investment Management Corporation from 2007 to 2011. Capital Advantage, Inc. is an SEC-registered investment adviser that provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis alongside macroeconomic indicators to guide investment decisions and treats cash as an asset class for defensive positioning.

Jason Terhune is a CFP® with 14 years of industry experience, currently serving at Capital Advantage, Inc. since 2022. His prior experience includes five years at JPMorgan Chase Bank and two years at Charles Schwab. He is also registered as an Independent Insurance Agent. Capital Advantage, Inc. is an SEC-registered investment adviser offering discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with macroeconomic indicators to guide investment decisions, monitoring client accounts regularly with formal reviews at least annually.

Brian Wang is a CFA® charterholder with four years of industry experience. He has worked at Capital Advantage, Inc. since 2021 and previously was employed at Consilium Wealth Management and Allianz Global Investors. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates fundamental and technical analysis with macroeconomic indicators to inform its investment decisions and monitors client accounts with at least annual reviews.

Dawnalizabeth Henke is a Series 65-licensed financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 18 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental and technical analysis with macroeconomic indicators and treats cash as an asset class, providing discretionary investment management and financial planning across various asset types.

Ian Burkhard is a financial advisor at Capital Advantage, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Capital Advantage since 2021. Prior to that, he was employed at KPMG LLC from 2018 to 2021. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis along with macroeconomic indicators to guide investment decisions and offers discretionary management across a range of asset classes.

John Vandenberg is a Financial Consultant currently working at Fidelity since 2021. He has experience in financial consulting and advising roles, having previously served as Vice President and Financial Consultant at Charles Schwab from 2016 to 2021, and as a Financial Advisor at Morgan Stanley from 2013 to 2016. John holds a California Insurance License. John focuses on understanding clients' unique financial situations to develop customized plans aligned with their investment objectives, preferences, and constraints. His approach emphasizes building trusted relationships based on honesty, integrity, and transparency. Outside of his professional work, John is involved in activities such as fitness, social events with friends, hiking, parenthood, traveling, and volunteering.

John Hayman is a financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 28 years of industry experience. He has been with Capital Advantage since 1998 and holds a Series 63 designation. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis with macroeconomic indicators to guide discretionary investment management and financial planning.

Selma Hackett is a financial advisor at Capital Advantage, Inc. with two years of industry experience. She holds a Series 65 designation and has worked at Capital Advantage since 2019, following a two-year tenure at J.P. Morgan Chase Bank. Prior to her finance career, she worked four years at Kids Country. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with macroeconomic indicators to guide investment decisions and monitors client accounts on an ongoing basis.