Christopher J Hernandez

Grant Blindbury is a Partner and key member of the management team at FMB. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm's vision, continually advancing client experience and creating opportunities and space for professional development. He’s also a member of the executive and investment committees. Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008, and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He is also an active member and past president of the Board of Directors for the Conejo Valley Estate Planning Council.

Charles Carty is the sole advisor at Carty Financial, Inc., an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has led Carty Financial since 2007. Carty Financial provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension and profit-sharing plans. The firm operates primarily on a non-discretionary basis and emphasizes client approval for transactions, using a mix of individual equities, ETFs, mutual funds, bonds, and selective covered-call options.

Bruce Bassin is the sole advisor at Bassin, Bruce, an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including two years at Southeast Investments, N.C. Inc. Bruce Bassin is also a licensed insurance agent. The firm provides financial planning, third-party manager recommendations, and retirement plan consulting to retirement-plan sponsors, plan participants, and individual clients. It focuses on ERISA-style pension consulting and plan-sponsor fiduciary services, relying on referrals to sub-advisers rather than direct portfolio management.

Matthew Benson is a CFP® professional with 13 years of industry experience. He is the principal of Opes MVB Capital, LLC, an independent advisory firm where he has worked since 2022. His prior experience includes roles at Merrill, JP Morgan Securities, Morgan Stanley, and US Trust/Merrill Lynch. In addition to advisory services, he is licensed to sell insurance and is involved in real estate investment and development on a part-time basis. Opes MVB Capital primarily serves high-net-worth individuals and select business clients, offering wealth advisory and portfolio allocation services. The firm combines management of a private commercial lending fund with primarily non-discretionary portfolio management, utilizing cyclical, fundamental, and technical analysis to guide investment strategies.

Daniel Boston is a CFP® and Series 65-registered financial advisor with The Butterfield Group LLC, bringing four years of industry experience. Prior to founding The Butterfield Group in 2021, he worked at Rexnord for twelve years. He is also the owner of Paragon Engineering Group, an engineering services business based in Simi Valley, where he manages general operations and business development. The Butterfield Group provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach, incorporating macroeconomic analysis and written Investment Policy Statements, with a client base that includes a broader mix of small businesses and charitable organizations alongside individual and trust clients.

Daniel Disimile is the principal of Daniel J. Disimile CFP, LLC, a firm he has led since 2009. He holds the CFP® designation and has 36 years of industry experience. He is also licensed to sell insurance in California since 1987. His firm provides investment advisory services and comprehensive financial planning to individuals, pension and profit-sharing plans, trustees, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis and employs various investment strategies while following a structured planning process.