Veraz Insurance Solutions - San Ramon, California

Summit Wealth & Retirement Partners - San Ramon, California

CMA Financial Services - Richmond, California

Oculus Financial Group - Danville, California

Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS® - Concord, California

John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC - Concord, California

Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management - San Ramon, California

James Agrusa - Financial Advisor, Ameriprise Financial Services, LLC - Pleasant Hill, California

Castle Rock Wealth Management, LLC - Walnut Creek, California

J.P. King Advisors, Inc. - Walnut Creek, California