Steven Smit is a CFP® with 16 years of industry experience. He is currently with Powerhouse Financial Advisors, Inc. and has previously worked at Parsonex Advisory Services, Inc. and BackNine Insurance and Financial Services, Inc. In addition to his advisory roles, he is an author of a book distributed through online services and is involved in tax preparation referrals. Powerhouse Financial Advisors offers discretionary portfolio management and financial planning services to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm utilizes diversified, asset-allocation portfolios and employs third-party managers and model programs to implement strategies tailored to client objectives and risk tolerance.

Brian Neustrom is a financial advisor at Powerhouse Financial Advisors, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at several firms including Cetera and Liberty Partners Financial Services. He is employed by Parsonex Enterprises, Inc., where he serves in principal and Chief Compliance Officer roles across multiple affiliated entities. Powerhouse Financial Advisors offers discretionary portfolio management and financial planning services to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm builds diversified, asset-allocation portfolios aligned with client objectives and risk tolerance, utilizing third-party managers and model programs such as those from SEI.