California

Capital Synergy Partners - Irvine, California

Jermaine Jamison - Branch Manager, Ameriprise Financial Services, LLC - Newport Beach, California

Pacific Wealth Solutions Group of Raymond James - Newport Beach, California

Brian Friestman - Financial Advisor, Ameriprise Financial Services, LLC - Newport Beach, California

Lea Inouye - Financial Advisor, Ameriprise Financial Services, LLC - Newport Beach, California

Travis Combe - Financial Advisor, Ameriprise Financial Services, LLC - Newport Beach, California

Robert P. Bob Allen - UBS Financial Services Inc. - Newport Beach, California

Merrill Lynch Private Wealth Advisor Justin Vaicek - Newport Beach, California

Merrill Lynch Financial Advisor John Acierno - Newport Beach, California

Merrill Lynch Financial Advisor Dorothy Santiago - Newport Beach, California