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.

Arielle Bittoni is a CFP® and CFA® charterholder with 22 years of industry experience. She is the principal at Good Balance FP LLC, an independent firm based in Los Angeles, where she has worked since 2022. Prior to this, she held roles at Refresh Investments, MML Investors Services, MassMutual Life Insurance Company, and Hilltop Securities. Outside of financial advising, she consults on office management for her husband’s architecture firm. Good Balance FP LLC provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, predominantly using diversified, passive mutual funds and ETFs, and outsources operational and sub-advisory functions to a third party.

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.

Andre Coulombe is a CFP® with 25 years of industry experience. He is the principal of Coulombe and Sons Wealth Management, an independent firm based in Woodland Hills, CA. Prior to founding his current firm, he has been affiliated with St. Bernard Financial Services and Foresters Equity Services. Coulombe also serves as a Special Assistant to the Commanding General in the California State Guard. Coulombe and Sons Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to high-net-worth individuals and business clients. The firm delivers non-discretionary asset management and ERISA 3(21) plan advisory services, tailoring strategies to clients’ goals and conducting at least quarterly account reviews.

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.

Nicholas Rich is a financial advisor at Frew Street Capital with Series 65 and Series 66 licenses and five years of industry experience. Prior to founding Frew Street Capital Management LLC in 2021, he worked at Rich Family Bypass Trust and Source Logistics Los Angeles LLC. Frew Street Capital is an independent firm that manages discretionary portfolios for a small group of clients, including individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs a long-term, active asset allocation approach combining fundamental, technical, and cyclical analysis, and may utilize third-party sub-advisers, mutual funds, ETFs, individual equities, fixed income, REITs, and, where appropriate, direct indexing and cryptocurrency exposure.

Allan Von Halle is a financial advisor based in Sherman Oaks, CA, with five years of industry experience. He holds a Series 65 credential and has worked independently since 2017, including prior roles at Etonien and Robert Half. In addition to his advisory work, he provides accounting consulting services to businesses on a limited basis. His firm offers combined financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized planning and research-driven equity and fixed income management, typically operating on a non-discretionary basis, and manages approximately $9.33 million in assets across four clients.

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.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.

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.

Barry Boscoe is a CFP® with 19 years of industry experience, affiliated with Brighton Advisory Group in Encino, CA. He has worked at CIBC World Markets Corp. since 1996 and has been involved with Boscoe Insurance Services, Inc. since 1976. Brighton Advisory Group serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning across multiple areas including business planning, education funding, retirement, insurance, estate and tax planning, and investment planning. The firm focuses on preparing written financial plans and periodic reviews rather than discretionary portfolio management, and integrates insurance product sales as a significant part of its practice.

Angelo Talebi is a financial advisor with Beverly Hills Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with his current firm since 2012. Outside of advising, Talebi owns Angelus Media Group, a documentary film production company, and hosts weekly radio and TV shows focusing on market commentary and financial planning topics. Beverly Hills Financial Planners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning, consulting, and investment advice. The firm provides written financial plans and ongoing advisory services without custody or discretionary trading authority, and it also offers insurance products through licensed agents.

Joseph Keenan is a CFP® and PFS™ credentialed financial advisor with eight years of industry experience. He is the principal of Hillhurst Wealth Management LLC and serves as Chief Financial Officer of MC Legacy Group LLC, a single-family office where he oversees investment due diligence, accounting, and reporting. Prior to his current roles, he held positions at Hughes Private Capital, B2B CFO, and Bucks County Financial Planning Group. Hillhurst Wealth Management provides financial planning, wealth management, investment management, and family office services to individuals, families, and family offices. The firm emphasizes written comprehensive financial plans and delivers investment management primarily through outside managers using both passive and active 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.

Canard Barnes is the principal and sole advisor at Barnes & Company Investment Counsel, LLC, an independent firm based in Los Angeles. He holds a Series 66 designation and has 28 years of industry experience, including 13 years at Merrill and five years with Independent Financial Partners before founding his current firm. Barnes is involved in a commission-sharing arrangement marketing health insurance contracts alongside his advisory role. Barnes & Company Investment Counsel serves individual and institutional clients with discretionary portfolio management, financial planning, and consulting services, managing approximately $44 million in assets. The firm creates customized portfolios using ETFs, ETNs, equities, and fixed income, employing fundamental, technical, and modern portfolio theory techniques, and offers performance-based fee arrangements and educational seminars.

Steven Singer is a financial advisor at Retirement Solutions LLC in Los Angeles, CA, with 39 years of industry experience. He holds a Series 63 designation and has worked independently as an insurance agent since 1980. Prior to his current role, he was associated with United Planners' Financial Services for 14 years. Retirement Solutions serves individuals, high-net-worth clients, trusts, estates, and businesses by providing personalized investment management along with financial planning and consulting. The firm manages portfolios primarily composed of low-cost mutual funds and ETFs on a non-discretionary basis, combining fundamental and technical analysis with long-term investment strategies.