Financial advisor, accountant and insurance agent who specializes in investment vehicles.
I added the financial advisor after talking to my brother (who has a LOT of money), whose financial advisor usually gets him well-over-market returns, but only lost about 2-3 % in the dot-com crash. That convinced me to use HIS guy (who I'm sure only took me on because my brother is a wealthy client lol). Before the market went south recently I was making 8-10% a year, and so far since the "correction" I'm still about even. Works for me
He also consults with my accountant and insurance agent to give his input on what they're doing, and the final "thumbs up" or "thumbs down" on the more exotic and creative plans they come up with. It's worked out very well, so far at least
