Sharon Martin is the President and owner of Profit Strategies, Inc., where she has worked as a financial advisor for 27 years. She holds Series 63 and Series 65 licenses. In addition to investment advisory services, she offers life insurance, group health and benefits, human resources consulting, and bookkeeping through her firm. Profit Strategies, Inc. provides investment management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm combines investment advice with retirement plan consulting and business services, managing client accounts primarily on a discretionary basis and utilizing a variety of investment vehicles and outside managers when appropriate.

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 principal advisor at HN Buss Investing with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Logix Federal Credit Union for 13 years. Buss is currently transitioning her registered investment advisory practice to HN Buss Investing after closing her prior firm, He'e Nalu Investing. HN Buss Investing serves individuals and trusts, providing discretionary investment management and customized financial planning. The firm uses client-specific asset allocation and risk tolerance to build portfolios emphasizing diversification and risk mitigation, managing all accounts on a discretionary basis.

Imee Rose Chellevold is a financial advisor at ID Asset Advisory with a Series 65 credential. She has been with ID Asset Advisory since 2026 and has prior experience with ID Asset Group, Inc. and Ms. Cellaneous Goods, LLC. ID Asset Advisory is an independent, fee-only firm serving individuals, families, trustees, businesses, and nonprofit organizations. The firm offers modular financial planning, investment consulting, portfolio management, and educational workshops, using a combination of fundamental, quantitative, and asset-allocation analysis tailored to client objectives and risk tolerance.

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.

Ira Zito is a CFP® and ChFC® with 29 years of experience in the financial industry. He currently operates Financial Peak and has previously worked at firms including SagePoint Financial, Charles Schwab, and Fidelity. In addition to his advisory work, he is a licensed insurance agent, dedicating a small portion of his time to that activity. Financial Peak provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on tailored portfolios and written financial plans, emphasizing modern portfolio theory, primarily passive management, and integrates financial planning with portfolio management through a variety of engagement arrangements.

I’m Melissa, founder of Fidela Wealth. I hold CFP® and CIMA® designations, and I’ve spent the last 13 years guiding clients through high-stakes financial transitions with precision and care. At Fidela, I work with: -Families navigating legacy planning, education funding, long-term care, or supporting loved ones with special needs. -Business owners seeking tax efficiency, transition planning, or coordinated advice across teams. -Entertainment professionals managing income variability, loan-out entities, pension structures, and privacy concerns. My job is to bring order to complexity, no jargon, no confusion. Just clear, personalized advice and disciplined financial strategy. I don’t sell products, and I don’t take shortcuts. As a fiduciary, I work exclusively in your best interest. If you’re facing a turning point or simply want to feel more confident about your financial future, I’m here to help you move forward with clarity and integrity.

Gerard Singfield is a financial advisor at Culture Capital Partners, LLC with 14 years of industry experience. He previously worked at Charles Schwab and The Pacific Group. In addition to his advisory role, he provides clients with life insurance options and business management services, including budgeting and bill pay support. Culture Capital Partners offers portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of analytical methods and investment strategies across traditional and alternative assets, operating mostly on a non-discretionary basis with tailored service for a limited client base.

Michael Halper is a CFP® professional and principal of Strateon Intelligent Wealth LLC with six years of industry experience. Prior to founding Strateon, he worked at Escient Financial LLC and held roles in related digital and studio ventures. He is co-founder and director of the Advice-Only Planners Association, a public benefit corporation supporting the advice-only financial planning model. Strateon Intelligent Wealth provides tailored financial planning and investment advice primarily to individuals, couples, families, and related trusts, operating under an advice-only model without managing client assets. The firm offers modular and comprehensive planning, educational workshops, and publishes newsletters, with an emphasis on diversified investment recommendations and passive allocation principles.

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.

Kip Konwiser is the sole advisor at FlipWithLou&Kip LLC, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at Oberon Securities LLC and Ba Securities, LLC. He also co-owns Konwiser Brothers Media, a film production and distribution company. FlipWithLou&Kip LLC provides discretionary portfolio management primarily through separately managed accounts and a wrap fee program, serving individuals, high-net-worth clients, and personal service entities. The firm focuses on financial literacy for young professionals in entertainment and sports and emphasizes asset allocation and risk management in its investment approach.

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.

Brett Cicinelli is a CFP® and CFA® with 10 years of industry experience, currently serving as the sole advisor at Confluence Capital Advisors, LLC in Woodland Hills, CA. He has been with Confluence since 2016 and also teaches a course on Alternative Investing Strategies at UCLA Extension. Confluence Capital Advisors is an independent registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, and institutional accounts. The firm offers specialized services including divorce-related financial planning, financial forensics, and business valuation, employing a broad investment approach that includes both traditional and complex strategies.

Christine White is a financial advisor at Imagine Math in Moorpark, CA, holding a Series 65 designation with two years of industry experience. She has been employed part-time as an Adjunct Faculty member in the Mathematics Department at California Lutheran University since 2017. Imagine Math is a state-registered, fee-only investment adviser that offers customized financial planning and discretionary investment management to individuals, families, trusts, and estates. The firm uses a quantitative investment approach informed by advanced mathematical expertise and manages approximately $2.8 million across eight client accounts.

Matthew Miller is the sole advisor at MEM Investments (M. E. Miller Investors, LLC) with 18 years of industry experience. He holds a Series 65 designation and has managed his own firm since 2007. MEM Investments provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, and a variety of institutional clients. The firm’s equity-focused approach relies on fundamental research and constructs portfolios primarily from individual domestic and foreign equities, serving an unusually broad client base including pension plans, trusts, and foreign fund types.

Kenneth Gross is a CFP® professional with 22 years of industry experience. He is the president of Strategic Financial, an independent advisory firm he founded in 1997. In addition to his advisory work, Mr. Gross provides tax preparation services through the firm, dedicating about 20% of his time to this activity. Strategic Financial serves individuals, families, family trusts, corporate clients, and pension and profit-sharing plans. The firm offers comprehensive financial planning and investment consultations, primarily operating on a non-discretionary basis and integrating tax preparation within some advisory engagements.