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.

Ira Zito is a CFP® and ChFC® with 28 years of industry experience. He is the sole advisor at Financial Peak, where he has worked since 2021, following eight years at SagePoint Financial. In addition to his advisory role, Zito is an independent insurance agent, dedicating about 5% of his time to insurance sales. Financial Peak provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a primarily passive investment approach based on modern portfolio theory, integrating financial planning with portfolio management through various engagement models.

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.

Michael Halper is a CFP® with six years of industry experience, currently serving as the sole advisor at Strateon Intelligent Wealth LLC. Prior to founding Strateon, he worked at Escient Financial LLC for six years and has extensive background in digital media and studio operations. He is co-founder and director of the Advice-Only Planners Association, a public benefit corporation dedicated to the advice-only financial planning model. Strateon Intelligent Wealth provides financial planning and investment advice through modular and comprehensive engagements, serving individuals, families, and related trusts and estates. The firm operates an advice-only model without managing client assets, focusing on diversified, passive investment recommendations and offering educational workshops, newsletters, and a unique digital asset consulting service.

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.

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.

Joseph Keenan is a CFP® and PFS™ with eight years of industry experience, currently serving as the principal advisor at Hillhurst Wealth Management LLC in West Hills, CA. He has held roles at several firms, including MC Legacy Group LLC, where he serves as Chief Financial Officer of a single-family office. Hillhurst Wealth Management provides comprehensive financial planning and wealth management services to individuals, families, and family offices. The firm emphasizes written financial plans and uses a combination of outside managers with passive and active investment strategies, offering both discretionary and non-discretionary arrangements.

Thomas Imhof is a CFP® professional with 25 years of industry experience. He is the sole advisor at Capital Guard Investments LLC, where he has worked since 2023. Prior to this, he spent 11 years at R Squared Financial. In addition to his advisory role, Imhof operates an insurance business as a sole proprietor. Capital Guard Investments LLC is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm emphasizes asset allocation and mutual-fund based portfolios guided by modern portfolio theory, managing accounts primarily on a non-discretionary basis with tailored strategies including options trading.

Douglas Fair is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has previously worked at Western International Securities, Inc. and Financial West Group, and he operates Your Money Coach Financial Services, an independent advisory firm through which he provides financial planning and consulting. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a broad range of investment delivery options and employs an in-house research team that constructs model portfolios and offers strategic and tactical implementations tailored to client needs.

Benjamin Hill is a CFP® professional with 28 years of industry experience, currently serving as President of Wealth Enhancement & Preservation, Inc. and Galt Financial Group, Inc. He has worked with Wealth Enhancement & Preservation since 2000 and Galt Financial Group since 2008. Hill also serves as treasurer of the Pat Tillman Foundation, a nonprofit organization. Wealth Enhancement & Preservation, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm manages a small client base using both discretionary and non-discretionary approaches, implementing strategies through turnkey programs and third-party platforms.

David Kreinces is the sole advisor at ETF Portfolio Management LLC in Westlake Village, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at ETF Portfolio Management since 2007. ETF Portfolio Management LLC provides discretionary and non-discretionary investment management to individuals, trusts, corporations, charitable organizations, and businesses. The firm employs a rules-based diversification approach combining strategic multi-asset class indexing, dynamic tactical trend-following rotation, risk-parity components, and proprietary research, offering both passive benchmark portfolios and active absolute-return strategies that utilize leverage and flexible exposure adjustments.

Stephen Vaughen is a financial advisor with Pacific Investment Advisors, LLC in Simi Valley, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Stephen Kepler Vaughen since 2003 and at Crowell, Weedon & Co. since 1980. Pacific Investment Advisors offers personalized portfolio management primarily focused on the stock-market portion of clients' asset mixes, serving individuals, retirement accounts, trusts, charitable organizations, and business entities. The firm provides non-discretionary, consultative investment advice emphasizing client selection, investor behavior, and experience-based analysis.