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Brian D

CFA®, Series 66

Savoy, IL

Impact Investors

Brian Deloriea is a CFA® charterholder with four years of industry experience. He has worked at Impact Investors, Inc. since 2025 and previously spent ten years at the State Universities Retirement System of Illinois. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm provides a range of services including investment management, financial planning, retirement plan design, and a private investment platform, using customized portfolios and due diligence processes tailored to client preferences.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Income planning Retirement plans for business owners (SEP, solo 401k)
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Shane Y

CFP®, Series 66

Aptos, CA

Impact Investors

Shane Yonston is a CFP® with 22 years of industry experience, currently serving as an advisor at Impact Investors since 2014. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. In addition to his advisory role, Yonston is licensed to sell life and long-term care insurance policies, which he manages alongside his investment work. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm offers tailored investment management, financial planning, and private investment services, utilizing written investment policies, exclusionary screens, and customized model portfolios.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Income planning Retirement plans for business owners (SEP, solo 401k)
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Jacob I

Series 65

Aptos, CA

Impact Investors

Jacob Ifshin is a Series 65-credentialed financial advisor at Impact Investors with one year of industry experience. His prior roles include positions at Horizons Sustainable Financial Services and self-employment, alongside work with Engaged Ecology and Everybody Grows. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm offers both discretionary and non-discretionary investment management, financial planning, and specialized services such as mission-aligned group retirement plan design and a private investment platform for accredited investors.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Income planning Retirement plans for business owners (SEP, solo 401k)
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