Roy Douglas Sherman

Richard Dean is the sole advisor at Contemporary Planning Alternatives, an independent registered investment adviser based in Camarillo, CA. He holds a Series 63 designation and has been operating his firm since 1996. Richard has two years of industry experience beyond his firm’s establishment. Contemporary Planning Alternatives provides discretionary portfolio management and financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite investment approach tailored to client suitability and delivers ongoing supervisory services along with periodic planning updates.

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.

Barry Bolker is the sole advisor at Barry F.T. Bolker, an independent registered investment adviser firm. He holds CFP® and Series 65 designations and has eight years of industry experience, along with over two decades of related professional work dating back to 2004. His firm provides fee-only financial planning and consulting services to individuals, families, and related entities, focusing on projects such as cash-flow analysis, retirement and education planning, tax and risk reviews, investment review, and divorce-related financial planning. The firm charges for planning time and projects rather than assets under management, does not take custody of client assets, and emphasizes client education, using fundamental analysis and global asset allocation with low-cost mutual funds and ETFs.

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.