California

Pete Hockenmaier - Financial Advisor, Ameriprise Financial Services, LLC - Camarillo, California

Debbie's Tax Service - Oxnard, California

Todd Krueger - Morgan Stanley - Oxnard, California

Jason Lloyd - Morgan Stanley Financial Advisor - Oxnard, California

Lifetime Planning, Inc - Ventura, California

David A. Soter - Morgan Stanley - Oxnard, California

California Rural Legal Assistance, Inc. (CRLA) - Oxnard, California

Checkmate - Oxnard, California

Screaming Eagle Wealth Management - Ventura, California

The Soter Group - Morgan Stanley - Oxnard, California