Richard Jeffery

Richard Dean is a financial advisor at Contemporary Planning Alternatives in Camarillo, CA, holding a Series 63 designation with two years of industry experience. He has been the sole proprietor of Contemporary Planning Alternatives since 1996 and is also affiliated with Secure Benefits Group Inc since 1994. Contemporary Planning Alternatives provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation framework with a core-and-satellite approach and manages client portfolios on a discretionary basis with periodic reviews.

Andrew Killion is a financial advisor with Bankers Investment Counseling in Ventura, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, as well as operating a marine surveying business, Anchors Way Advisors, LLC, which inspects vessels for regulatory and safety compliance. Bankers Investment Counseling provides investment counseling and discretionary portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $18.4 million across 43 client accounts. The firm develops written investment policies tailored to each client’s objectives and uses a combination of fundamental, technical, quantitative, and qualitative analysis in portfolio management.

Barry F.T. Bolker, CFP®, operates as a solo financial advisor with over 22 years at his own firm and 7 years of industry experience. He holds a Ph.D. and the Series 65 designation. His practice is based in Camarillo, CA. Barry F.T. Bolker is the principal of an independent, fee-only registered investment advisory firm that provides personal financial planning and consulting to individuals, families, and related entities. The firm focuses on hourly or fixed-fee engagements covering areas such as cash flow, retirement, education, tax, risk, investment review, and divorce financial planning, favoring low-cost mutual funds and ETFs without managing assets or charging asset-based fees.

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 principal of Diegelman Capital Advisors in Ventura, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has led his independent advisory firm since 2016. Diegelman Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $5.05 million across about two dozen client relationships. The firm employs a variety of analytical methods and trading strategies, including options and commodities, and prepares customized Investment Policy Statements while generally maintaining discretionary trading authority.