Emerald Edge Advisors LLC -

Wheeler Rocky CPA - Mission Viejo, California

Your Financial Genie - Aliso Viejo, California

Raymond James - Lake Forest, California

Rudy Anguiano - Ameriprise Financial Services, LLC - Aliso Viejo, California

Edward Jones - Financial Advisor: Surong Lin - Ladera Ranch, California

Tommy Lee: Primerica - Financial Services - Mission Viejo, California

Kovitz (formerly AFAM Capital) - Aliso Viejo, California

FBH Advisors - Laguna Hills, California

Edward Jones - Financial Advisor: Tim Safieh, CRPC™ - Laguna Hills, California