California

James Laporte - UBS Financial Services Inc. - Walnut Creek, California

JAG Financial Management Group - Ameriprise Financial Services, LLC - Pleasant Hill, California

Dean Meniktas, CIMA - UBS Financial Services Inc. - Walnut Creek, California

Pacific Excel Wealth Advisors - Walnut Creek, California

Linda Standen - UBS Financial Services Inc. - Walnut Creek, California

The Integra Group - Morgan Stanley - Walnut Creek, California

Matthew Corrado - UBS Financial Services Inc. - Walnut Creek, California

Encompass Wealth Management Group - UBS Financial Services Inc. - Walnut Creek, California

Hallie Hart - UBS Financial Services Inc. - Walnut Creek, California

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