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.

Robert Russell III is a financial advisor at Qmulate with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Walrus Global, LLC, Qmulate Capital, Greyfox Investors LLC, and Lynda.com. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors, offering financial planning, coaching, investment consultation, and portfolio management. The firm employs a buy-and-hold investment approach with diversification and provides both broad-based and modular planning engagements, frequently coordinating with institutional third-party managers.

Adam Meyers is a financial advisor at GoTo Financial with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Western International Securities, Inc. from 2013 to 2017. GoTo Financial serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio asset management, financial planning, and consulting without utilizing third-party money managers. The firm’s investment approach includes regular client meetings and quarterly account reviews, using a blend of fundamental, technical, and macroeconomic analysis to build diversified portfolios tailored to clients' goals and risk tolerance.

Matthew Spille is a financial advisor at Greyfox Investors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greyfox Investors since 2021. Outside of his advisory role, he manages a small property management business independently. Greyfox Investors LLC provides discretionary portfolio management and asset allocation services focused on U.S. equities for individual clients and certain qualified entities. The firm employs a quantitative, factor-driven investment process to construct sector-neutral, fully invested, medium-to-long-term equity portfolios and offers tailored strategies with negotiable fee arrangements.

Nathan Wallace is a financial advisor at Greyfox Investors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Greyfox Investors since 2013, with prior experience at Grasswood Partners and Savvy Advisors, Inc. Greyfox Investors LLC provides discretionary portfolio management and asset allocation services focused on U.S. equities for individual clients and certain qualified entities. The firm employs a quantitative, factor-driven investment process combined with fundamental research to construct sector-neutral, long-only equity portfolios and offers customizable fee arrangements including performance-based fees.

Douglas Ecker is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with six years of industry experience. He holds a Series 65 designation and has previously worked at Staples Construction Company and Hartigán Foley General Contractors. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans, offering asset management, portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs both discretionary portfolio management and standalone consulting, utilizing a range of investment vehicles and a client-focused process supported by fundamental and technical analysis.

Laine Miller is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with nine years of industry experience. She holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2018, following five years at Ameriprise Financial Services, Inc. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process that tailors portfolios using fundamental and technical analysis, offering a range of investment vehicles and strategies that include both long- and short-term holdings.

Robert Cheatham is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the fundraising chair for the Devil Pups youth program. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process utilizing fundamental and technical analysis and offers a range of investment vehicles tailored to client objectives and risk tolerances.

Lena Kaloostian is a CFP® and holds a Series 65 license, with 13 years of experience in financial advising. She has been with Trinity Capital Management, LLC since 2013. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm combines discretionary investment management with ongoing advanced planning, employing an investment process grounded in Modern Portfolio Theory and multi-factor regression analysis, emphasizing global diversification and targeted risk-premium exposures.

Philip Bullard is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Wheatman Insurance Services LLC, where he has been involved in life and health insurance for over 20 years. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach with a mix of fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

James Coleman is a financial advisor with Mutual Advisors, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked at Mutual Advisors since 2013 and previously spent 14 years at Mutual Securities, Inc. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Thomas Carroll is a financial advisor at Verus Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. since 2014. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios according to client objectives, risk tolerance, and tax considerations.

Jason Dow is a financial advisor with Verus Capital Partners, LLC in Ventura, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked at Securities America Advisors Inc and Securities America Inc from 2014 to 2021 before joining Verus Capital Partners in 2021. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax situations.

Gordon Faerber is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Ventura, CA, where he has worked since 2018. He has seven years of industry experience and also owns Black Stallion Insurance, an insurance services business. Additionally, he operates Smart Asset Plan, a retirement and financial planning service. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using various analytical tools to guide portfolio decisions.

Jeffrey Harley is a financial advisor at Fiduciary Financial Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Pierpont Financial Advisors LLC and The Trade Desk, Inc. Outside of advising, he provides consulting services focused on technology, operations, and finance, and he is involved in producing educational content distributed on multiple learning platforms. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trust services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments across various asset classes and also provides individual professional trustee services and access to private alternative funds.