Tim Shield

Matthew Benson is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Opes MVB Capital, LLC. His prior experience includes roles at Merrill Lynch, JP Morgan Securities, Morgan Stanley, and US Trust/Merrill Lynch. Outside of advising, he is a licensed insurance agent and engages in real estate investment and development on a part-time basis. Opes MVB Capital provides wealth advisory and portfolio management services primarily to high-net-worth individuals, focusing on portfolio allocation, real estate analysis, trust and estate advisory, tax planning, and charitable guidance. The firm emphasizes documented risk tolerances in tailored Investment Policy Statements and operates on a non-discretionary basis, allowing clients to retain final authority over transactions.

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.

Matthew Fee is the principal of SR99Advisors and holds a Series 65 designation. He has prior work experience at Benco Dental and Elsevier, spanning over two decades, and has operated a real estate brokerage since 1992. SR99Advisors primarily manages pooled investment vehicles and institutional assets, offering core investment management and pension consulting services. The firm’s approach is influenced by in-house real estate expertise and includes flexibility in billing, with some consulting engagements charged hourly and occasional fee reductions for community-service or pro-bono clients.

Robert Glatt is the principal of Glatt and Associates, LLC, an independent advisory firm based in Moorpark, CA. He holds a Series 65 designation and has 23 years of industry experience. In addition to his advisory role, Mr. Glatt works as a business coach and provides CFO consulting services. Glatt and Associates offers discretionary investment management, financial planning, and business consulting to individuals, retirement plans, trusts, estates, and business entities. The firm serves a small client base and manages approximately $27 million in assets, combining asset-allocation strategies with fundamental, technical, and cyclical analysis, alongside insurance and CFO-style consulting services.

Michael Halper is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Strateon Intelligent Wealth LLC. His prior experience includes roles at Escient Financial LLC, Escient Studios, and Escient Digital, as well as membership in IATSE Local 600. He is a co-founder and director of the Advice-Only Planners Association, a public benefit corporation focused on promoting the advice-only financial planning model. Strateon Intelligent Wealth provides financial planning and investment advice to individuals, couples, families, and related trusts and estates through modular and comprehensive planning engagements. The firm operates an advice-only model without managing client assets, emphasizing diversified, passive investment strategies, and offers educational workshops, newsletters, and a digital asset consulting service.

Christine White is a financial advisor at Imagine Math in Moorpark, CA, holding a Series 65 designation with two years of industry experience. She has been employed part-time as an Adjunct Faculty member in the Mathematics Department at California Lutheran University since 2017. Imagine Math is a state-registered, fee-only investment adviser that offers customized financial planning and discretionary investment management to individuals, families, trusts, and estates. The firm uses a quantitative investment approach informed by advanced mathematical expertise and manages approximately $2.8 million across eight client accounts.