HOSTING FIRMS

Lockton Companies

Lars Rathje

[email protected]

Ferguson Case Orr Paterson LLP

Lauren Rad

[email protected]

CPA & LAW FIRM MEMBERS

Bratton, McMorrow & Associates LLP

Steven A. Huber

[email protected]

CBIZ MHM 

Andrew Kiefer

[email protected]


Garrett & Tully
Natalia Greene

Hoefflin Law

Richard Hoefflin

[email protected]

HCVT

Sam Bachstein

[email protected]

Musick Peeler &  Garrett

Laura McAvoy

[email protected]

Myers, Widders, Gibson, Jones & Feingold LLP

Kelton Lee Gibson

[email protected]

Nevers Palazzo Packard Wildermuth & Mynner

Christi Baker

[email protected]

Schneiders & Associates LLP

Angela Mumme

[email protected]

Singer Lewak

Todd Larson

[email protected]

Vance Thrift and Biller

Andrew Gardner

[email protected]

INDIVIDUAL  CPA & ATTORNEY MEMBERS

Bernzott Capital Advisors

Thomas Derse

[email protected]

 

Casa Pacifica

Michael Redard

[email protected]

Law Office of Kathryn McMenamin-Torres

Kathryn McMenamin-Torres

[email protected]

Law Office of Marc L. Charney

Marc Charney

[email protected]

Owen & Associates CPA

Michael Owen

[email protected]


Richard G. Heller - Attorney

Richard Heller

[email protected]

Ronald G. Harrington & Associates

Ronald Harrington

[email protected]

Sagemark Consulting

Cathey Paine

[email protected]

Samantha Koopman 

Samantha Koopman

[email protected]

AFFILIATE FIRM MEMBERS

NAI Capital

Bill Kiefer

[email protected]


Tolman & Wiker

Greg Van Ness

[email protected]

Ventura Community Bank

George Tabata

[email protected]

Wells Fargo

Scott Hansen

[email protected]

INDIVIDUAL  AFFILIATE MEMBERS

City National Bank

Lorraine Crawford

[email protected]

Community West Bank

Kimberly Tharpe

[email protected]

GuardSight

John McGloughlin

[email protected]

Macinac Strategies

Hal Reniger

[email protected]

Montecito Bank & Trust

Ali Sadreameli

[email protected]

Carmichael Associates

Stan Carmichael

[email protected]

Raymond James

Michael Phillip

[email protected]