California

Terri Wooldridge - Thrivent - Ramona, California

Financial Planning Consultants - San Diego, California

U.S. Bank – Wealth Management Banker: Vanesa Rivera - Palm Desert, California

Merrill Lynch Financial Advisor Michael Harris - Indian Wells, California

Merrill Lynch Financial Advisor Jon-Marc Blalock - Indian Wells, California

U.S. Bank - Wealth Management Banker: Angie Bolisay - La Quinta, California

Merrill Lynch Financial Advisor John Haddock - Indian Wells, California

Edward Jones - Financial Advisor: Amy H Jeandron, AAMS™ - Indian Wells, California

Franz Tatum Wealth Management - Palm Desert, California

Bob Iglehart, CFP, CPA, CDFA, CPFA - Retirement Income Strategies - Palm Desert, California