Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

You deserve to feel financially empowered. The problem can be that you feel overwhelmed, overlooked or underserved in your financial lives. Terri understands. It’s why she has taken all her experience over a quarter-century of bull and bear markets managing billions of dollars for hundreds of people to create Zuma Wealth. Zuma Wealth is a firm by women for women. We’ve busted the myth that women aren’t interested in money and wealth topics. Many women thirst for knowledge and continuously seek out opportunities to grow and learn in many areas. Terri understands! Terri’s clients recognize the value of a trustworthy partner and seek her out because she offers support, understanding and an attentive ear. Importantly, she provides tailored advice and guidance so clients achieve their unique aspirations, never the one-size-fits-all that defines the industry. A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought-after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple. Her real world expertise is rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan. Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.

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.

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.

At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.

Nayivi has been in the industry for over 13 years. She holds a Certified Financial Planner™ designation and is a member of the UCLA Alumni Association and the Association of Latino Professionals in Finance and Accounting (ALPFA). In Westlake, she was a founding member of Women 2 Women, a group focused on meaningful connections for personal and professional growth. Her areas of expertise include retirement planning and long-term investment management. She enjoys seeing clients make sound financial decisions and enjoying the fruits of their labor. Nayivi received a bachelor’s degree in Political Science and History from the University of California Los Angeles and an MBA in Financial Planning from the California Lutheran University. For the past 8 years, she lives in Mission Hills, CA with her husband and daughter.

Bill Nugent is the Founder of Convey Wealth Management, a financial services firm uniquely specializing in tax-smart planning for corporate executives, high-achieving entrepreneurs, and their families. Bill's 27-year career began with one of the industry's oldest and most respected wealth management firms. There, he focused on non-profit and public sector clients and drew inspiration from mission-driven professionals who dedicated their careers to caring for others. Having led hundreds of live workshops during his career, Bill is skilled at expressing complex topics in an understandable manner. He believes in customization and focuses on each client's goals to drive the investment management process. Bill is a CERTIFIED FINANCIAL PLANNER™ professional as well as an IRS Enrolled Agent. He received both his bachelor's and master's degrees from the University of Massachusetts at Amherst. In addition to providing personalized attention to his clients, he believes strongly professional mentorship and enjoys teaching financial planning at UCLA.

Awanti Desai is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with clients individually to define their financial goals and develop portfolio strategies aimed at achieving those objectives. She provides ongoing advice and adjusts portfolios as clients’ circumstances evolve. Desai’s expertise includes general investing, retirement planning, and preparing for unforeseen financial needs. She prioritizes understanding what matters most to clients and their families to help craft personalized financial plans. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her educational background includes a Bachelor’s Degree from the Pennsylvania State University System, an Associate’s Degree from Ventura Community College District, and a High School Diploma from Thousand Oaks High School.

Dillon Case is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides clients with customized portfolio solutions designed to align with their unique financial goals. Dillon’s approach emphasizes clarity and confidence across various life stages, including accumulation, conservation, and distribution phases, aiming to integrate all aspects of a client's financial plan. His expertise spans family wealth management strategies, managing new wealth, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income planning. Dillon holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), and he earned his bachelor's degree from Arizona State University. Originally from Ventura County, Dillon currently lives there with his wife, son, and dog. In his free time, he enjoys outdoor activities such as adventure sports, basketball, boating, chess, football, golfing, hiking, reading, and spending time with his family traveling from the mountains to the ocean.