San Jose

Potentia Wealth - San Jose, California

Jay Larrick - BancWest Investment Services Financial Advisor - San Jose, California

Emily Van Hoorickx - UBS Financial Services Inc. - San Jose, California

Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services, LLC - San Jose, California

Young & Lucero Wealth Consulting Group - UBS Financial Services Inc. - San Jose, California

Dianne Lynch - Financial Advisor, Ameriprise Financial Services, LLC - San Jose, California

Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC - San Jose, California

David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC - San Jose, California

Gateway Financial Advisors - Brian Lombardo, CFP, CPA - San Jose, California

Stephanie Atalla - Financial Advisor, Ameriprise Financial Services, LLC - San Jose, California