California

Rich Holine - Raymond James - Walnut Creek, California

Creative Planning - Walnut Creek, California

Dunn Wealth Management of Raymond James - Walnut Creek, California

Preservation Wealth Management & Insurance Solutions - Walnut Creek, California

Warren Financial Group - Walnut Creek, California

Land Home Financial Services, Inc. - Concord, California

Jeffrey Higginbotham - UBS Financial Services Inc. - Walnut Creek, California

Kragen Wealth Management Group of Raymond James - Walnut Creek, California

Gateway Acceptance Co - Pleasant Hill, California

Pacific Service Credit Union - Concord, California