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.

Natalie Mueller is a financial advisor at Accrescent Capital Management LLC in Oxnard, CA, with 20 years of industry experience. She has held the Series 66 designation and worked at Merrill from 2006 to 2012 before founding Accrescent Capital Management in 2012. Accrescent Capital Management provides discretionary investment management to individual clients, including both high-net-worth and non-high-net-worth individuals, primarily through separately managed accounts. The firm employs a range of strategies, including buy-and-hold, fundamental value, growth, relative-value, hedging, and short-selling, using diverse instruments such as equities, derivatives, and leveraged ETFs, and manages accounts on a discretionary basis with daily review.

Neil Janis is a financial advisor with Janis Financial, LLC in Oxnard, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Janis Financial since 2007 and has been associated with AIG Financial Advisors, Inc. and ICM since 2005. In addition to advisory work, he spends part of his time involved in insurance offerings through ICM, including life, health, and disability products. Janis Financial provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach with a focus on large-cap equities and investment-grade bonds, managing accounts mainly on a non-discretionary basis with client approval for trades.

Forrest Leichtberg is the principal of Forrest Michael Leichtberg, an independent investment advisory firm based in Carpinteria, California. He holds a Series 65 designation and has experience in nonprofit leadership roles dating back to 2015, including positions with The Consciousness Network and The Freedom to Choose Project. Forrest Michael Leichtberg provides financial planning and non-discretionary investment advisory services to institutional clients such as nonprofits, foundations, and small businesses, as well as individual clients. The firm employs a long-term, goals-based investment approach focused on passive, diversified portfolios using ETFs and mutual funds, with distinct service options including subscription-style planning and educational workshops.

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.

Roy Sherman is a CFP® professional with 12 years of experience in financial advisory roles. He founded Sherman Asset Management, Inc. in 2014 and previously worked at Topanga Reinsurance and Crimson Insurance Services for a decade. Sherman Asset Management, Inc. is a small independent advisory firm offering financial planning, discretionary asset management, and consulting services to individuals, trusts, and business clients. The firm employs a strategy that combines strategic asset allocation with tactical adjustments based on market analysis, and it also manages an affiliated pooled investment vehicle, Signal 7 Tactical Sentiment Fund LP, which is available to eligible clients.

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.

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 in Ventura, CA, with 14 years of industry experience. He holds a Series 65 credential and has worked at Greyfox Investors since 2013, as well as Grasswood Partners from 2010 to 2019 and Savvy Advisors, Inc. since 2022. 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 uses a quantitative, factor-driven relative-value model combined with fundamental research to construct sector-neutral, fully invested, medium-to-long-term equity portfolios, serving primarily non-high-net-worth clients with a boutique approach that includes negotiable fee arrangements and performance-based fees.

Ryan Wood is a financial advisor at Burr Financial Services, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UnionBanc Investment Services and MUFG Union Bank N.A. Wood also works as an independent contractor selling life and long-term care insurance. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates, employing a multi-method investment process and tailored portfolio management.

Cynthia Hall is a financial advisor at Universal Wealth Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. In addition to her advisory role, she is involved in healthcare as a registered nurse providing IV infusion therapy and participates in insurance sales outside her investment activities. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios from unaffiliated managers and offering a range of securities including equities, bonds, mutual funds, ETFs, options, and structured products. The firm employs fundamental analysis combined with various purchase strategies and manages accounts through a recommended qualified custodian.

Kevin Bernzott is the principal of Bernzott Capital Advisors in Camarillo, California, with 29 years of industry experience. He has led Bernzott Capital Advisors since 1994. Bernzott Capital Advisors provides discretionary investment management and retirement-plan advisory services to individuals, institutions, and other account sponsors. The firm employs a bottom-up, value-oriented investment approach focused on concentrated portfolios and fundamental company analysis, offering strategies including US small-cap value and customized multi-asset-class portfolios.

Michael Thomas is a financial advisor at RLB Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at RLB Financial since 2018. Prior to that, he was associated with 1st Global Advisors, Inc. and 1st Global Capital Corp. from 2015 to 2018. Thomas is also a partner at Miller and Co. LLP, a CPA firm, where he has been involved since 2007. RLB Financial provides investment management and financial planning primarily to individual and high-net-worth clients, offering discretionary portfolio management, written financial plans, and access to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and utilizes model portfolios and managed account solutions through program sponsors like SEI and AssetMark.

Andrew Allen is a Series 65-credentialed advisor with The Lynd Group Advisors, LLC in Ventura, CA, where he has worked since 2026. He previously operated as a sole proprietor from 2024 to 2026 and has experience in various roles at Parker Hannifin, Cryogenic Experts, and NuSil Technology. The Lynd Group Advisors provides fee-based advisory services primarily focusing on non-discretionary management of fee-based fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm emphasizes coordinating annuity contract management in conjunction with insurance carriers and relies on third-party managers for discretionary portfolio management, offering educational seminars and a secure client portal.

Wayne Miller II is a financial advisor at RLB Financial with 10 years of industry experience. He holds a Series 65 designation and previously worked at Hofmeister Advisory Group LLC. Outside of finance, he is the owner and musician of two music-related businesses, Bleed The Sky LLC and Wayne Miller Music LLC. RLB Financial provides investment management and financial planning services primarily to individual and high-net-worth clients, utilizing discretionary portfolio management, written financial plans, and third-party money managers. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis and offers model portfolios through program sponsors such as SEI and AssetMark.

Michael Mansfield is a CFP® professional with 16 years of industry experience, currently serving at The Lynd Group Advisors, LLC. He has held the role of sole proprietor since 2015 and has been with The Lynd Group since 2009. Outside of advisory work, he operates a financial services and insurance business and also provides legal document assistance. The Lynd Group Advisors, LLC provides fee-based advisory services focused on non-discretionary management of fee-based fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm integrates insurance management with external portfolio management, offers educational seminars, and utilizes a secure client portal for document access.