Matthew Benson is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Opes MVB Capital, LLC. His prior experience includes roles at Merrill Lynch, JP Morgan Securities, Morgan Stanley, and US Trust/Merrill Lynch. Outside of advising, he is a licensed insurance agent and engages in real estate investment and development on a part-time basis. Opes MVB Capital provides wealth advisory and portfolio management services primarily to high-net-worth individuals, focusing on portfolio allocation, real estate analysis, trust and estate advisory, tax planning, and charitable guidance. The firm emphasizes documented risk tolerances in tailored Investment Policy Statements and operates on a non-discretionary basis, allowing clients to retain final authority over transactions.

Richard Dean is a financial advisor at Contemporary Planning Alternatives in Camarillo, CA, holding a Series 63 designation with two years of industry experience. He has been the sole proprietor of Contemporary Planning Alternatives since 1996 and is also affiliated with Secure Benefits Group Inc since 1994. Contemporary Planning Alternatives provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation framework with a core-and-satellite approach and manages client portfolios on a discretionary basis with periodic reviews.

Andrew Killion is a financial advisor with Bankers Investment Counseling in Ventura, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, as well as operating a marine surveying business, Anchors Way Advisors, LLC, which inspects vessels for regulatory and safety compliance. Bankers Investment Counseling provides investment counseling and discretionary portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $18.4 million across 43 client accounts. The firm develops written investment policies tailored to each client’s objectives and uses a combination of fundamental, technical, quantitative, and qualitative analysis in portfolio management.

Barry F.T. Bolker, CFP®, operates as a solo financial advisor with over 22 years at his own firm and 7 years of industry experience. He holds a Ph.D. and the Series 65 designation. His practice is based in Camarillo, CA. Barry F.T. Bolker is the principal of an independent, fee-only registered investment advisory firm that provides personal financial planning and consulting to individuals, families, and related entities. The firm focuses on hourly or fixed-fee engagements covering areas such as cash flow, retirement, education, tax, risk, investment review, and divorce financial planning, favoring low-cost mutual funds and ETFs without managing assets or charging asset-based fees.

Alan Hewitt is a CFP® and ChFC® with 11 years of industry experience. He is the principal of Hewitt Wealth Management Inc., an independent firm based in Newbury Park, CA. Prior to founding his current firm, he held roles at Mercer Global Advisors Inc. and operated several advisory businesses under his own name. In addition to his advisory work, he serves as a tax advisor at Hewitt Advisors. Hewitt Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, and businesses. The firm employs a Modern Portfolio Theory-based investment approach emphasizing asset allocation, passive funds, and long-term holding, and integrates tax preparation and advisory services into its offerings.

It's my mission to make sure that all streamers learn how to run their businesses and manage their personal finances. I want to help you transition from an accidental business owner to someone who acts with intention and knowledge. Most of us weren't taught those skills in school. I see so much potential in all of you and I don't want something as manageable as taxes get in your way. I couldn't find any traditional planning firms working with streamers so I went out and started my own. I have always had an obsession with video games. WoW basically consumed my college life. When I moved halfway across the country for a new job I found my friends in the StarCraft club at work. I watch professional DotA 2 and StarCraft whenever I can. My current addiction is Rimworld. For the credentials: I'm a CERTIFIED FINANCIAL PLANNER™ Professional and have my MBA in personal financial planning. Additionally, I write for StreamerSquare as well as my own blog.

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.

Brenda Coyle is the principal advisor at C 3 Financial Strategies in Newbury Park, CA, holding the ChFC® designation and Series 65 license with 14 years of industry experience. She previously worked at Pacific Financial Strategies, Inc. for six years before founding her current independent firm. Ms. Coyle is also a licensed agent for life, disability, and other insurance products, dedicating about 10% of her time to this activity. C 3 Financial Strategies manages discretionary portfolios primarily for individual, high-net-worth, and institutional clients, using asset allocation models based on Modern Portfolio Theory. The firm focuses on personalized financial planning and portfolio management that includes tax-aware actions and covered option trading for select clients.

Christopher Diegelman is the principal of Diegelman Capital Advisors in Ventura, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has led his independent advisory firm since 2016. Diegelman Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $5.05 million across about two dozen client relationships. The firm employs a variety of analytical methods and trading strategies, including options and commodities, and prepares customized Investment Policy Statements while generally maintaining discretionary trading authority.

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.

Mark Sauer is a financial advisor at All One Wealth, LLC, with 13 years of industry experience. He holds a Series 66 designation and has previously worked at NPB Financial Group, LLC and Butorac Wealth Management LLC. Outside of his advisory role, Sauer is the founder and CEO of Spiritual Narcissist, LLC, a retail clothing business, and holds a minority ownership in Templa Inc., a mindfulness and meditation application. All One Wealth provides comprehensive portfolio management and financial planning services primarily for individual and high-net-worth clients, along with retirement plan consulting for employer plan sponsors. The firm employs a variety of investment strategies and serves a diverse client base, including charitable organizations and institutional accounts.

Mostafa Abdou is a financial advisor with Forward 360, holding Series 63 and Series 66 designations and 22 years of industry experience. He previously worked at The Koenig Group, LLC for 17 years and has been associated with Forward Collective, LLC since 2003. Outside of financial advising, he hosts a podcast series called 33voices. Forward 360 provides non-discretionary investment advisory and broader wealth advisory services to individuals, families, businesses, corporations, trusts, estates, and charitable organizations. The firm collaborates with clients to develop customized investment theses and employs a combination of fundamental and technical analysis alongside active trading techniques.

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 is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at BrightPath Wealth Planning, LLC since 2011. Based in Camarillo, CA, he holds Series 63 and Series 65 licenses. BrightPath Wealth Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing low-cost passive funds alongside selective individual securities and alternative investments, and offers specialized services such as pledged asset lines and ERISA 3(38) retirement plan advisory.

Carole Meitler is a Series 65-licensed advisor at Cedarstone Advisors with five years of industry experience. She has been with Cedarstone Advisors since 2019 and previously spent nine years as a homemaker. Cedarstone Advisors is a fee-only registered investment adviser managing approximately $171 million for individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm uses diversified portfolios primarily through no-load mutual funds and ETFs, applying fundamental, technical, and cyclical analysis to investment selection while tailoring strategies to clients’ time horizons and risk tolerance.