California

Phil Economopoulos - Raymond James - Walnut Creek, California

George Sellers, Jr. - UBS Financial Services Inc. - Walnut Creek, California

FORVIS, LLP - Ontario, California

Patrick & Patrick - Upland, California

Strategy Asset Managers, LLC - Pasadena, California

Irvine, CA Branch Office - UBS Financial Services Inc. - Irvine, California

Merit Financial Advisors - Diamond Bar, California

Napper Wealth Planning of Raymond James - Walnut Creek, California

ZRC Wealth Management, LLC - Walnut Creek, California

Caselle Baker Wealth Management - UBS Financial Services Inc. - Walnut Creek, California