Capital Advantage, Inc.

Ian Castille is a CFP® and Series 66 credentialed advisor with 17 years of industry experience. He has been with Capital Advantage, Inc. since 2012. Outside of his advisory role, Ian is a California Notary Public. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, trustees, retirement plans, charitable organizations, and businesses. The firm manages approximately $1.11 billion across several hundred accounts, utilizing a strategy that combines fundamental and technical analysis and includes a range of investment vehicles such as mutual funds, ETFs, individual equities, and fixed-income securities.

Colin Taylor is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Capital Advantage, Inc. since 2011. He is based in Walnut Creek, CA, and holds a Series 65 license. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, trustees, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $1.11 billion across several hundred accounts, employing both fundamental and technical analysis to guide investment decisions and conducting ongoing account reviews.

Jason Terhune is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Capital Advantage, Inc. since 2022. His prior experience includes roles at JPMorgan Chase Bank, N.A. and Charles Schwab & Co., Inc. He is also registered as an Independent Insurance Agent, a non-investment-related activity. Capital Advantage, Inc. provides discretionary investment management and financial planning to individuals, trustees, retirement plans, charitable organizations, and business entities. The firm manages approximately $1.11 billion across several hundred accounts, employing both fundamental and technical analysis to implement client strategies tailored to goals and risk tolerance.

Brian Wang is a CFA® charterholder with four years of industry experience. He has worked at Capital Advantage, Inc. since 2021 and previously held roles at Consilium Wealth Management and Allianz Global Investors. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, trustees, retirement plans, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to implement client strategies across various asset classes and regularly reviews accounts to align with client goals.

Dawnalizabeth Henke is a financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 65 designation with 17 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. provides discretionary investment management and financial planning to individuals, trustees, retirement and profit-sharing plans, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, manages assets across various securities, and conducts regular account reviews.

Ian Burkhard is a financial advisor with Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Capital Advantage in 2021, he worked at KPMG LLC from 2018 to 2021. He has also been involved with the OCSB Alumni Association and the Isla Vista Food Coop. Capital Advantage, Inc. provides discretionary investment management and financial planning to individuals, trustees, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $1.11 billion across several hundred accounts, using a strategy that incorporates fundamental and technical analysis and treats cash as an asset class for defensive positioning.

John Hayman is a financial advisor with Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 63 designation and 27 years of industry experience. He has been with Capital Advantage since 1998. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, trustees, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $1.11 billion across several hundred accounts and employs both fundamental and technical analysis to guide investment decisions.

Donna Zinman is a financial advisor at Capital Advantage, Inc. with 28 years of industry experience. She has been with Capital Advantage since 2005 and holds the Series 63 designation. Zinman serves as an Endowment Committee Member for the Moraga Education Foundation and Cancer Support Community, advising on investment goals and acting as a liaison between their boards and investment committees. Capital Advantage, Inc. provides discretionary investment management and financial planning to individuals, trustees, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $1.11 billion across several hundred accounts, employing fundamental and technical analysis to implement client strategies through a diversified portfolio including mutual funds, ETFs, equities, and fixed income.

Selma Hackett is a financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 65 designation with two years of industry experience. She previously worked at J.P. Morgan Chase Bank and has been with Capital Advantage since 2019. Capital Advantage, Inc. provides discretionary investment management and financial planning to individuals, trustees, retirement plans, charitable organizations, and business entities. The firm manages approximately $1.11 billion across several hundred accounts, using a strategy based on personal client discussions, fundamental and technical analysis, and diversified asset allocation.