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.

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.

Vance Ryan is the sole advisor at American Business Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Business Capital since 1996. Outside of his advisory role, he is involved in the purchase and sale of internet domain names as well as film production and music distribution. American Business Capital is a registered investment adviser focused on individuals and high-net-worth clients, offering account management and investment advisory services that combine technical charting with mutual fund and ETF analysis. The firm manages accounts on a non-discretionary basis and employs both long- and short-term strategies.

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.

Michael Brown is a financial advisor at Morningview Capital with 12 years of industry experience. He holds a Series 65 designation and has worked at Captivate, Inc. since 2004, where he serves as Chief Executive Officer of an investment-related financial publishing and online media business. Morningview Capital provides financial planning, portfolio management, investment recommendations, and pension consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors advice based on client objectives and risk profiles, employing a variety of investment strategies including fundamental, technical, and quantitative analysis.

Patrick Bolger is the sole advisor at Pb Capital, an independent investment advisory firm based in Simi Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nine years at Western International Securities and ongoing insurance-related activities since 1998. Outside his advisory work, he provides insurance quotes and coverage for clients through his insurance business. Pb Capital serves individual and high-net-worth clients with non-discretionary asset management and portfolio monitoring across various securities. The firm employs a range of analytical methods and strategies, including the use of derivatives and options, and implements trades only with client authorization.

Thomas Krueger is a financial advisor at Santa Cruz Wealth Management Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones and Ladenburg Thalmann. Santa Cruz Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with diversified, passively managed funds and operates primarily on a non-discretionary basis, offering additional consulting and institutional services such as pension plan administration and compliance consulting.

Tad Jakes is a CFP® professional with 13 years of experience, currently serving as an advisor at Mfac Financial Advisors, Inc. in Westlake Village, CA, where he has worked since 2004. He holds the Series 63 designation and operates within a firm known for integrating tax and accounting perspectives into its financial advice through its affiliation with an accountancy corporation. Mfac Financial Advisors serves primarily individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and corporate clients. The firm employs a discretionary asset management approach focused on diversified funds and tailored asset allocation plans that consider client objectives, risk tolerance, liquidity needs, and time horizon.

Andreas Yanik is a financial advisor at Create My Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Outside of advisory work, he is also involved in mortgage brokerage. Create My Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, technical, and quantitative analysis alongside modern portfolio theory to guide investment decisions, offering discretionary account management and performance-based fee arrangements for qualified clients.

Charles Pippin is a financial advisor at Highgate Financial Partners with four years of industry experience. He holds a Series 65 designation and previously worked at Pepperdine University for 15 years before joining Highgate Financial Partners in 2021. Highgate Financial Partners offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses client-specific Investment Policy Statements to guide portfolio construction, combining fundamental analysis and modern portfolio theory with strategies that include equities, fixed income, options trading, and alternative investments.