California

Sullivan Wealth Management Group - Roseville, California

Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC - Lodi, California

LGT Asset Management - San Francisco, California

Onward Wealth Management - Ameriprise Financial Services, LLC - Stockton, California

GNH Asset - Los Angeles, California

4thGEN Wealth Management, LLC - Lodi, California

PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist - Lodi, California

Lateral Investment Management - San Mateo, California

McCann Investment Management, LLC - Lodi, California

Bank of Stockton (Elk Grove) - Elk Grove, California