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.

Natalie Mueller is a financial advisor at Accrescent Capital Management LLC in Oxnard, CA, holding a Series 66 designation with 19 years of industry experience. She has been with Accrescent Capital Management since 2012. Accrescent Capital Management provides discretionary investment advisory services primarily to individual clients across a variety of securities, employing multiple investment styles and strategies, including the use of derivatives and hedging techniques.

Jordan Kane is a CFP® and ChFC® with six years of industry experience. He is the principal of Kane Capital Advisors LLC and has prior experience at Hillcrest Financial Group, Pacific Financial Strategies, and Northwestern Mutual. Kane served eight years in the Marine Corps before entering the financial services industry. Kane Capital Advisors LLC serves individual and high-net-worth clients, offering discretionary asset management and financial planning. The firm’s investment approach incorporates fundamental, technical, charting, and cyclical analysis and may use option writing, margin, and derivatives.

Mark Sauer Jr. is a financial advisor at All One Wealth, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at All One Wealth since 2019, previously working at NPB Financial Group, LLC and Butorac Wealth Management LLC. Outside of advisory work, he is the founder and CEO of Spiritual Narcissist, LLC, a retail clothing company, and holds an ownership interest in Templa Inc., a mindfulness and meditation app. All One Wealth LLC serves individual and high-net-worth clients, pension and profit-sharing plans, and other institutional clients. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies including fundamental, technical, quantitative, and ESG analysis.

Timothy Kuns is a financial advisor at Advantage Financial Consultants with 7 years of industry experience. He holds a Series 63 designation and has been self-employed since 1993. In addition to his advisory work, he is an instructor at California State University Northridge and operates a tax preparation business during tax season. Advantage Financial Consultants provides investment advisory and financial planning services to individuals, family trusts, and IRAs. The firm emphasizes asset allocation using modern portfolio theory and primarily manages assets on a non-discretionary basis without taking custody of client funds.

Sandy Mesa is a financial advisor with MESA Wealth Management in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Mesa has worked with firms including Western International Securities, Inc. and Financial West Group, and has led MESA Wealth Management since 2015. Additionally, Mesa serves as a financial advisor and consultant for the LAPD Protective League, advising on City of LA benefits and investments. MESA Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors, covering areas such as cash flow, risk management, retirement, and estate planning. The firm employs a globally diversified, long-term investment strategy emphasizing asset allocation and typically manages portfolios on a non-discretionary basis, often recommending third-party managers.

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.

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® and Series 65 credentialed advisor with 11 years of industry experience. He has worked at Sherman Asset Management, Inc. since 2014 and previously held roles at Topanga Reinsurance and Crimson Insurance Services. Sherman Asset Management, Inc. provides financial planning, discretionary asset management, and consulting services to individuals, trusts, and business entities, managing approximately $140.6 million in assets. The firm employs a blend of strategic asset allocation and tactical adjustments with daily monitoring and quarterly reviews, and it sponsors an affiliated private pooled vehicle, Signal 7 Tactical Sentiment Fund LP.

Peter Kozak III is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at BrightPath Wealth Planning, LLC since 2011. He holds Series 63 and Series 65 licenses. BrightPath Wealth Planning, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management and financial planning, employing a long-term, passive asset-class approach based on Modern Portfolio Theory, and uses low-cost mutual funds and ETFs alongside selective fixed-income managers and individual securities.

Neil Westerman is a financial advisor at Summit Wealth Management Group, Inc. in Camarillo, CA, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Merrill and Bank of America, each spanning seven years. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $249.5 million in assets and offers tailored investment strategies using a combination of individual securities, mutual funds, ETFs, options, and proprietary model portfolios.

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.

Karen Jones is a financial advisor at Summit Wealth Management Group, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial, Screaming Eagle Wealth Management, Commonwealth Financial Network, Mass Mutual Investors Services, Massachusetts Mutual Greater Pacific, and MetLife Securities Inc. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $249.5 million in assets and serves about 380 client relationships, utilizing a range of investment strategies implemented primarily through LPL Financial’s Strategic Wealth Management platform.

Don Ivey is a financial advisor at Inflection Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors and Voya Financial Partners. Inflection Advisors serves individual and high-net-worth clients as well as corporate and business clients, offering comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, buy-and-hold investment approach focused on diversified, low-cost portfolios built with index funds and ETFs, and provides a range of planning services including retirement, business, and employee benefits planning.

Christina Zins is a CFP® with ten years of industry experience, currently serving as a financial advisor at Summit Wealth Management Group, Inc. She has worked at Summit and LPL Financial in various capacities since 2016. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and businesses. The firm manages approximately $249.5 million in assets across about 380 client relationships and offers tailored investment strategies primarily through LPL Financial’s Strategic Wealth Management platform.