California

NF Wealth Management - Ameriprise Financial Services, LLC - San Jose, California

Evergreen Wealth Advisory Group, LLC - San Jose, California

Special Needs Planning Group - Santa Clara, California

Edward Jones - Financial Advisor: Steve Duffy - Santa Clara, California

Heart of the Valley Wealth Advisors - Thrivent - San Jose, California

Darren Bado - Financial Advisor, Ameriprise Financial Services, LLC - Santa Clara, California

James Mann - UBS Financial Services Inc. - San Jose, California

MCC Financial - San Jose, California

Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC - San Jose, California

MWS Group - UBS Financial Services Inc. - Mill Valley, California