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.

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.

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.

Stephen Wagner is a financial advisor with Integrity Wealth Advisors, Inc. in Ventura, California, holding CFP® and Series 63 designations and bringing 34 years of industry experience. Prior to joining Integrity Wealth Advisors in 2016, he worked at LPL Financial and Transamerica Financial Advisors. Outside of his advisory role, he has been involved in selling sporting event tickets through StubHub. Integrity Wealth Advisors, Inc. provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate-planning coordination to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages discretionary assets of approximately $285 million across more than 800 client relationships, employing tailored portfolios using a mix of individual securities and third-party model portfolios while maintaining full discretion over trading decisions.

Mariah Nunez is a financial advisor with Integrity Wealth Advisors, Inc. in Ventura, CA. She holds a Series 65 license and has approximately two years of industry experience, including prior roles at Kayne Anderson Rudnick and One Capital Management, LLC. Integrity Wealth Advisors, Inc. provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate-planning coordination to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages about $285 million in discretionary assets and offers tailored portfolios with ongoing monitoring, using both internal resources and third-party model portfolios.

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.

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 at Valley Wealth Strategies, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, National Planning Corporation, and Cetera Advisors. In addition to his advisory role, he is involved with Wheatman Insurance Services LLC, which provides life and health insurance. Valley Wealth Strategies is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a long-term investment approach with portfolios constructed from mutual funds, ETFs, individual equities, and fixed-income securities, offering both discretionary and non-discretionary account management.

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.

Joseph Baroni is a CFP® with 20 years of industry experience. He currently works at Integrity Wealth Advisors, Inc. and has previously held roles at Morgan Stanley from 2001 to 2017. Outside of finance, he owns Associated Material Resource, a business dealing with plastics raw materials. Integrity Wealth Advisors, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages approximately $285 million in discretionary assets, offering customized portfolios and utilizing both proprietary and third-party model investments.

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.

James Coleman is a financial advisor at Mutual Advisors, LLC with 41 years of industry experience. He has held roles at Mutual Advisors since 2013, previously working at Mutual Securities, Inc. and Citigroup Global Markets. He holds the Series 63 designation and is based in Ojai, California. Mutual Advisors serves a broad client base, including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies with multiple analytical approaches to tailor portfolios according to each client’s 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.