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 19 years of industry experience, currently serving as the principal advisor at Maranantha Financial in Ventura, CA. His prior experience includes roles at U.S. Bancorp Advisors, Citigroup Global Markets, Valic Financial Advisors, Wells Fargo Investments, and Wamu Investments. He also teaches part-time in the business department at Ventura County Community College. Maranantha Financial provides discretionary portfolio management and comprehensive financial planning services to individuals, corporations, and charitable organizations. The firm primarily uses a passive investment approach with low-cost index funds and ETFs, emphasizes tax efficiency and asset allocation, and supplements client portfolios with outside managers and the Betterment Institutional platform.

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.

Robert Russell III is a financial advisor with Qmulate in Ojai, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. His work history includes roles at Walrus Global, LLC, Greyfox Investors LLC, and Lynda.com. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors by providing financial planning, coaching, investment consultation, portfolio management, and educational workshops. The firm emphasizes a diversified, buy-and-hold investment approach using a mix of mutual funds, ETFs, equities, and fixed-income instruments, delivering portfolio management primarily on a non-discretionary basis.