James Craig Coleman

Andrew Killion is a financial advisor at Bankers Investment Counseling with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previous experience at Bank of America, Merrill, and Anchors Way Advisors, LLC. Outside of his advisory work, he owns and manages a marine surveyor business focusing on vessel regulatory and safety inspections. Bankers Investment Counseling provides continuous investment counseling and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $21.5 million across 50 client accounts, using a combination of fundamental, technical, quantitative, and qualitative analysis to customize investment policies and portfolios aligned with client objectives.

Brian Harris is the principal of Harris Wealth Management in Ventura, CA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at Old Oak Wealth Management since 2014. In addition to his advisory work, Harris operates Harris Mortgage, where he is a licensed mortgage broker. Harris Wealth Management is a solo, state-registered firm providing discretionary investment management and financial planning services to individuals, families, and related trusts. The firm uses a written Investment Policy Statement to guide a primarily passive-indexed, diversified investment approach, combining in-house portfolio construction with allocations to outside manager platforms.

Michael Anderson is a CFP® with 18 years of industry experience and the principal of Maranantha Financial in Ventura, CA. He has worked at several firms, including KIPP Financial Group and NPB Financial Group, and has operated Maranantha Financial since 2016. In addition to his advisory work, Anderson teaches part-time in the business department at Ventura County Community College. Maranantha Financial provides discretionary investment management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment strategies with index funds and ETFs and offers fee-based seminars and speaking engagements.

Christopher Diegelman is the sole advisor at Diegelman Capital Advisors in Ventura, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including ten years at his current firm. Diegelman Capital Advisors is an independent registered investment adviser that provides portfolio management and financial planning to individuals, including high-net-worth clients. The firm uses a range of analysis methods and investment strategies, manages all client assets in-house, and requires clients to custody assets at Charles Schwab & Co., Inc. Advisor Services.

Douglas Michie is a CFP® professional with 19 years of experience, operating Ventura Coast Wealth Management since 2010. In addition to his financial advisory work, he is a licensed attorney providing legal services through Michie Law Firm and a real estate broker offering brokerage advice via Ventura Commercial Realty. Ventura Coast Wealth Management delivers fee-only financial planning and ongoing investment monitoring to individuals, small businesses, trusts, pension and profit-sharing plans, and entrepreneurs. The firm employs a core-and-satellite investment strategy focusing on passive index and ETF exposures supplemented by selective active managers, with client relationships managed primarily on a non-discretionary basis.

Stephen Wagner is a CFP® with 33 years of experience in financial advisory services. He has been with Integrity Wealth Advisors, LLC and LPL Financial since 2016. Outside of his advisory work, he has engaged in activities such as selling sporting event tickets through Stub Hub. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans with asset management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a client-focused process, offering both discretionary portfolio management and standalone planning services.