Irvine, CA Office

Shareen Balkey is a financial advisor at Index Fund Advisors, Inc. with 26 years of industry experience. She has held roles at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions before joining Index Fund Advisors in 2017. She holds Series 63 and Series 65 licenses. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and institutions. The firm focuses on index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, offering integrated tax services through its IFA Taxes division.

Mark Hebner is a financial advisor at Index Fund Advisors, Inc. with 26 years of industry experience. He has been with Index Fund Advisors since 1999. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with an in-house tax services division.

Kerrie Doughty Lloyd is a financial advisor with Index Fund Advisors, Inc. in Irvine, CA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at firms including Prudent Investors Network, Bank of America, Merrill, and State Street Global Services. Outside of her advisory role, she founded Integrative Solution Services LLC, which provides a website and app offering resources for families of individuals with special needs. Index Fund Advisors, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and institutions. The firm emphasizes globally diversified, passively managed portfolios aligned with clients’ risk capacity, integrating in-house tax services and publishing proprietary indexes and portfolio research.

Elizabeth Brunson is a financial advisor at Index Fund Advisors, Inc. She holds a Series 65 designation and has been in the industry since 2024. Her prior experience includes roles at Grant Thornton, the Diocese of Orange, and teaching positions at California State University, Fullerton, and Irvine Valley College. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm employs a portfolio management approach focused on passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and maintains an in-house tax services division alongside its investment offerings.

Daniel Chong is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Index Fund Advisors, Inc. in Irvine, CA. He holds Series 63 and Series 65 licenses. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with an in-house tax services division and offering specialized, values-aligned investment options.

Venkat Yarlagadda is a financial advisor at Index Fund Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Index Fund Advisors since 2008. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, and it offers integrated tax services through its separate IFA Taxes division.

Denise Delaney is a CFP® professional with 27 years of industry experience. She has been with Index Fund Advisors, Inc. since 2005 and also works with Engemann Asset Management, formerly known as Roger Engemann & Associates, Inc. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management primarily through passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and integrates an in-house tax services division alongside specialized investment offerings.

Mary Brunson is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, holding a Series 65 designation with 18 years of industry experience. She has been with Index Fund Advisors since 2007. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and also offers financial planning, retirement-plan consulting, referral services, and in-house tax services through its IFA Taxes division.

Gordon Shuler is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2001. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and combines investment management with an in-house tax services division.

Jeffrey Sims is a CFP® with seven years of industry experience, currently serving at Index Fund Advisors, Inc. since 2022. His prior experience includes roles at Stifel Nicolaus & Co Inc, Commonwealth Financial Network, Guided Path Wealth Management, and Wedbush Securities. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to various client segments, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs a globally diversified, passively managed investment approach using index funds and ETFs, supplemented by in-house tax services and a values-based investing program aligned with U.S. Conference of Catholic Bishops guidelines.

Derick Kann is a CFP® and ChFC® with 28 years of industry experience. He has been with Index Fund Advisors, Inc. since 2016. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes index-based portfolio construction guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with in-house tax services through its separate IFA Taxes division.

Anne Page is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 14 years of industry experience. She holds a Series 65 designation and has been with Index Fund Advisors since 2009. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and also offers in-house tax services through its IFA Taxes division.

Neal Rutter is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with in-house tax services through its IFA Taxes division.

Wesley Long is a financial advisor at Index Fund Advisors, Inc. with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2015. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passive mutual funds and ETFs, guided by Modern Portfolio Theory and a proprietary multi-factor framework.

Bridget Quijada is a financial advisor at Index Fund Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisors LLC and JMB Financial Managers Inc. since 2018, she has been with Index Fund Advisors. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm primarily uses passively managed mutual funds and ETFs within a portfolio management approach guided by Modern Portfolio Theory and a multi-factor framework, complemented by in-house tax services through its IFA Taxes division.