California

Raymond Regala - Financial Advisor, Ameriprise Financial Services, LLC - San Jose, California

Alpha Wealth Management Group - UBS Financial Services Inc. - San Jose, California

Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services, LLC - San Jose, California

Private Wealth Financial Partners - Campbell, California

The Family Wealth Consulting Group - San Jose, California

Clarissa Ramos - Associate Advisor, Ameriprise Financial Services, LLC - San Jose, California

Coeus Financial - Campbell, California

Barbara Young - UBS Financial Services Inc. - San Jose, California

Potentia Wealth - San Jose, California

Clarity Wealth Advisors - San Jose, California