Meet Our Team of Financial Professionals

Allan Alcayde

LPL Financial Advisor
(510) 331-3393
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Brendan Stone

LPL Financial Advisor
(510) 943-1979
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Charles Shreve

Senior Vice President, Wealth Management Group, LPL Program Manager
(510) 943-1980
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Christina Javier

Administrative Assistant
(510) 943-1975
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Demetrios Zarefakis

LPL Financial Advisor
(510) 943-1972
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Evelyn May-Yee Huey, CRPC®, FPQP™

LPL Registered Sales Assistant
(510) 943-1988
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Ken Lee

Vice President, LPL Financial Advisor
(510) 943-1989
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Matthew Weaver, CFA®

Vice President, LPL Financial Advisor
(510) 795-5797
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Natasha Escareno

LPL Financial Advisor
(510) 371-1005
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Nicolette Dal Porto

LPL Registered Sales Assistant
(510) 943-1986
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Oscar Harrison

Vice President, Wealth Management, LPL Financial Advisor
(510) 943-1985
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Scott Belshaw

Director of Investment Services NMLS# 4243152
(510) 634-3972
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Terry Bailey

LPL Financial Advisor
(510) 329-8987
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