Colby Fox is a financial advisor at Selah Wealth Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Pfs Investments Inc. and Primerica Financial Services, among other roles. Selah Wealth Advisors serves individual and high-net-worth clients by providing investment management, financial planning, retirement plan consulting, and educational seminars. The firm uses an asset-allocation framework combining modern portfolio theory, fundamental and cyclical analysis, and both passive and active investment vehicles, offering clients discretionary or non-discretionary authority.

Grant Blindbury is a Partner and key member of the management team at FMB. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm's vision, continually advancing client experience and creating opportunities and space for professional development. He’s also a member of the executive and investment committees. Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008, and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He is also an active member and past president of the Board of Directors for the Conejo Valley Estate Planning Council.

Charles Carty is the sole advisor at Carty Financial, Inc., an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has led Carty Financial since 2007. Carty Financial provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension and profit-sharing plans. The firm operates primarily on a non-discretionary basis and emphasizes client approval for transactions, using a mix of individual equities, ETFs, mutual funds, bonds, and selective covered-call options.

Bruce Bassin is the sole advisor at Bassin, Bruce, an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to founding his sole proprietorship in 1998, he worked at Southeast Investments, N.C. Inc. from 2016 to 2018. In addition to his advisory role, he is a licensed insurance agent selling life and fixed insurance products. The firm provides financial planning, third-party manager recommendations, and retirement plan consulting to pension and profit-sharing plan sponsors, plan participants, corporations, and high-net-worth individuals. It develops written financial plans using economic and quantitative analysis but does not offer discretionary portfolio management or hold client assets.

Matthew Benson is a CFP® professional with 13 years of industry experience. He is the principal of Opes MVB Capital, LLC, an independent advisory firm where he has worked since 2022. His prior experience includes roles at Merrill, JP Morgan Securities, Morgan Stanley, and US Trust/Merrill Lynch. In addition to advisory services, he is licensed to sell insurance and is involved in real estate investment and development on a part-time basis. Opes MVB Capital primarily serves high-net-worth individuals and select business clients, offering wealth advisory and portfolio allocation services. The firm combines management of a private commercial lending fund with primarily non-discretionary portfolio management, utilizing cyclical, fundamental, and technical analysis to guide investment strategies.

Daniel Disimile is the principal of Daniel J. Disimile CFP, LLC, a firm he has led since 2009. He holds the CFP® designation and has 36 years of industry experience. He is also licensed to sell insurance in California since 1987. His firm provides investment advisory services and comprehensive financial planning to individuals, pension and profit-sharing plans, trustees, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis and employs various investment strategies while following a structured planning process.

Kristin Horton is the President of Haven Capital Group in Westlake Village, CA, and holds the CFA® designation along with a Series 63 license. She has 23 years of industry experience and has led Haven Capital Group since 2009. In addition to her advisory role, she is a licensed real estate salesperson in California and is an owner and officer of a creative services firm, Caroline Rea Horton, Inc. Haven Capital Group provides discretionary investment management and portfolio construction for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on customized asset allocation, fundamental equity and bond credit analysis, and employs mutual funds, ETFs, and tactical adjustments to manage portfolios.

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.

Gregory Toppe is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He is the sole advisor at Venado Investment Advisors LLC, where he has worked since 2023. Prior to this, he held roles at Trivant Custom Portfolio Group LLC and has experience in the veterinary sector through positions at Companion Pet Partners and National Veterinary Associates. Venado Investment Advisors LLC offers discretionary asset management and hourly financial planning primarily to high-net-worth individuals, trusts, and estates. The firm employs a tailored investment approach combining cyclical and fundamental analysis with modern portfolio theory and maintains a very small client base with a sole-advisor structure.

Robert Glatt is the principal of Glatt and Associates, LLC, an independent advisory firm based in Moorpark, CA. He holds a Series 65 designation and has 23 years of industry experience. In addition to his advisory role, Mr. Glatt works as a business coach and provides CFO consulting services. Glatt and Associates offers discretionary investment management, financial planning, and business consulting to individuals, retirement plans, trusts, estates, and business entities. The firm serves a small client base and manages approximately $27 million in assets, combining asset-allocation strategies with fundamental, technical, and cyclical analysis, alongside insurance and CFO-style consulting services.

Peter Girolamo is a financial advisor at Retirement Wealth Center Inc with 17 years of industry experience. He holds a Series 66 designation and has worked at Bernzott Capital Advisors and his own CPA firm, Girolamo & Company, which he continues to operate alongside his advisory practice. His CPA firm provides accounting, payroll, and income tax planning services. Retirement Wealth Center Inc offers fee-only portfolio management and financial planning to individuals, estates, trusts, business entities, and corporate pension and profit-sharing plans. The firm manages publicly traded securities on a discretionary basis, tailoring investment programs through detailed policy statements and regular reviews, with a focus on longer-term holdings and a combination of fundamental, technical, and charting analysis.

Kara Buss is the owner and sole advisor at HN Buss Investing with Series 63 and Series 65 credentials and two years of industry experience. She previously worked for over a decade at Logix Federal Credit Union. Kara is in the process of consolidating her advisory services under HN Buss Investing after closing He'e Nalu Investing. HN Buss Investing serves individuals and trusts by providing discretionary investment management and tailored financial planning. The firm builds portfolios based on client-specific asset allocation and risk tolerance, focusing on diversification and risk mitigation while avoiding rapid trading.

David Broman is a financial advisor with Broman & Greig Asset Management, LLC, holding a Series 65 designation and over 25 years of industry experience. He has been with Broman & Greig Asset Management since 1998 and has served as a corporate secretary for two non-investment-related entities, including a family trust and a technology company. Broman & Greig Asset Management provides discretionary portfolio management and financial planning for individual clients, including both high-net-worth and non-HNW households. The firm employs a primarily top-down investment approach focused on no-load mutual funds and ETFs, supplemented by individual securities and option strategies as appropriate.

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.

David Bryant is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Strava Financial, LLC since 2019. Prior to founding Strava Financial, he worked for five years at Manchester Financial, Inc. Strava Financial provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, and businesses. The firm employs a range of analytical methods and asset-allocation strategies, offering discretionary portfolio management with explicit fixed-income duration constraints and access to alternative investments.

Steven Carmandalian is the principal advisor at Carmandalian Financial Group, LLC, with 29 years of industry experience. He holds a Series 63 designation and previously worked at Purshe Kaplan Sterling Investments and Monocot Wealth Management, LLC. In addition to his advisory role, he is licensed as a fixed insurance agent, placing life, long-term care, and disability insurance for clients. Carmandalian Financial Group, LLC advises individuals, trusts, retirement plans, and business entities, providing discretionary portfolio management and a sponsored wrap-fee program. The firm employs an active investment process combining fundamental and technical analysis to build individualized portfolios that may include derivatives and margin borrowing, with a focus on tax-exempt fixed income and total return strategies.

Paul Williams is a CFA charterholder and principal of Paul R. Williams Investment Advisor with 28 years at his own firm and five years of industry experience. He also served as a faculty member at California Lutheran University for 28 years. His firm provides customized investment management primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The investment approach emphasizes fundamental analysis, multi-year time horizons, and a non-discretionary relationship with clients, offering growth, balanced, and conservative strategies tailored to individual client needs.

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.