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Financial Planners in California

MYRIAM PADILLA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Fiducary

1910 ST. ANDREWS DRIVE, SEAL BEACH, CA, 90740

Phone: NA

myriam.padilla@raymondjames.com

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CARL COHEN

WESTERN ASSET MANAGEMENT COMPANY
Fiducary

385 E. COLORADO BLVD., PASADENA, CA, 91101

Phone: NA

ccohen@westernasset.com

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SCOTT THOMAS

FIRST ALLIED ADVISORY SERVICES, INC.
Fiducary

30423 CANWOOD STREET, AGOURA HILL, CA, 91301

Phone: (760)-754-2723

sthomas@firstallied.com

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MICHAEL KARAPETIAN

LAZARI CAPITAL MANAGEMENT, INC.
Fiducary

6928 OWENSMOUTH AVE., WOODLAND HILLS, CA, 91303

Phone: NA

michael@lazariam.com

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Joy Brannan

EDWARD JONES
Fiducary

19350 BUSINESS CENTER DRIVE, NORTHRIDGE, CA, 91324

Phone: NA

joy.brannan@edwardjones.com

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LEE WOLFE

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fiducary

20750 VENTURA BLVD STE 240, WOODLAND HILLS, CA, 91364

Phone: NA

lwolfe@wfafinet.com

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DAVID SIMPSON

LPL FINANCIAL LLC
Fiducary

955 BOARDWALK STE 203, SAN MARCOS, CA, 92078

Phone: NA

david.simpson@lpl.com

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KYLE HODGES

LPL FINANCIAL LLC
Fiducary

525 B STREET STE 100, SAN DIEGO, CA, 92101

Phone: NA

kyle.hodges@lpl.com

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4679 VISTA ST, SAN DIEGO, CA, 92116

Phone: NA

wfletcher@waddell.com

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KELLY NEWELL

LPL FINANCIAL LLC
Fiducary

6310 GREENWICH DR #150, SAN DIEGO, CA, 92122

Phone: (602)-996-2080

kelly.newell@lpl.com

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Scott Jones

EDWARD JONES
Fiducary

500 S PALM CANYON DR, PALM SPRINGS, CA, 92264

Phone: NA

scott.jones@edwardjones.com

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Sean Lugo

EDWARD JONES
Fiducary

302 EAST CITRUS AVENUE, REDLANDS, CA, 92373

Phone: NA

sean.lugo@edwardjones.com

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FRANK LU

J.P. MORGAN SECURITIES LLC
Fiducary

15275 CULVER DR, IRVINE, CA, 92604

Phone: NA

frank.lu@jpmorgan.com

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ANDREW CHATHAM

LPL FINANCIAL LLC
Fiducary

2201 DUPONT DRIVE STE 810, IRVINE, CA, 92612

Phone: NA

andrew.chatham@lpl.com

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JASON WEAVER

WEAVER CONSULTING GROUP, LLC
Fiducary

101 MAIN STREET, HUNTINGTON BEACH, CA, 92648

Phone: NA

jasonw@weaverconsultinggroup.com

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1100 SOUTH COAST HIGHWAY 219, LAGUNA BEACH, CA, 92651

Phone: (949)-382-4151

diane.wegener@edwardjones.com

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DAVID LOPEZ

ROYAL ALLIANCE ASSOCIATES, INC.
Fiducary

16A JOURNEY, ALISO VIEJO, CA, 92656

Phone: NA

david_lopez@royalalliance.com

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RYAN HAWKINS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fiducary

1551 N TUSTIN AVE, SANTA ANA, CA, 92705

Phone: NA

rhawkins@wfafinet.com

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1370 BREA BLVD SUITE 145, FULLERTON, CA, 92835

Phone: (310)-664-9428

jason.orsini@edwardjones.com

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2582 N SANTIAGO BLVD, ORANGE, CA, 92867

Phone: NA

will.fetter@edwardjones.com

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49063 ROAD 426 SUITE B, OAKHURST, CA, 93644

Phone: NA

darren.stearns@edwardjones.com

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CURTIS CHEN

CHEN FINANCIAL GROUP, LLC
Fiducary

1070 SIXTH AVE, BELMONT, CA, 94002

Phone: NA

curtis@chenfinancial.com

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Robert Ooghe

LPL FINANCIAL LLC
Fiducary

200 TOWNSEND STREET, SAN FRANCISCO, CA, 94107

Phone: (510)-525-0085

robert.ooghe@lpl.com

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WAI IP CHAN

J.P. MORGAN SECURITIES LLC
Fiducary

98 W. PORTAL AVE, SAN FRANCISCO, CA, 94127

Phone: NA

wai.chan@jpmorgan.com

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DONAVIN BAUSLEY

J.P. MORGAN SECURITIES LLC
Fiducary

151 Warriors Way, Ste 100, SAN FRANCISCO, CA, 94158

Phone: (925)-705-7050

donavin.bausley@jpmorgan.com

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TROY RYDER

CETERA ADVISORS LLC
Fiducary

55 E 3RD AVE, SAN MATEO, CA, 94401

Phone: (707)-447-9321

troy.ryder@secureretirementadvisorsllc.com

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887 ISLAND DRIVE SUITE E, ALAMEDA, CA, 94502

Phone: NA

dominic.mckenna@edwardjones.com

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505 San Marin Dr Suite 110B, NOVATO, CA, 94945

Phone: NA

robert@edwardjones.com

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WENDY EHRLICH

J.P. MORGAN SECURITIES LLC
Fiducary

1402 LINCOLN AVE, SAN JOSE, CA, 95125

Phone: NA

wendy.ehrlich@jpmorgan.com

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CHARLES ELLIOTT

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fiducary

1922 THE ALAMEDA, SAN JOSE, CA, 95126

Phone: NA

celliott@wfafinet.com

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ARIC KOSHIYAMA

LPL FINANCIAL LLC
Fiducary

1380 E COVELL BLVD., DAVIS, CA, 95616

Phone: (916)-483-6801

aric.koshiyama@lpl.com

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ANDREW FASS

HILLTOP SECURITIES INC.
Fiducary

2999 Douglas Blvd., ROSEVILLE, CA, 95661

Phone: NA

andrew.fass@hilltopsecurities.com

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ERNEST HOLGUIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fiducary

1074 EAST AVE, STE B, CHICO, CA, 95926

Phone: NA

eholguin@wfafinet.com

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STUART MURRAY

LPL FINANCIAL LLC
Fiducary

35 JAN COURT, STE 140, CHICO, CA, 95928

Phone: NA

stuart.murray@lpl.com

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TRACIE SHARDEZ

LPL FINANCIAL LLC
Fiducary

425 VIRGINIA STREET, GRIDLEY, CA, 95948

Phone: NA

tracie.shardez@lpl.com

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822 Richland Road, YUBA CITY, CA, 95991

Phone: (530)-673-0245

diane.warnock@edwardjones.com

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ANDREW DUFF

AXA ADVISORS, LLC
Fiducary

1910 MARKET STREET, REDDING, CA, 96001

Phone: NA

andrew.duff@axaadvisors.com

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DEIDRA HUNT

MORGAN STANLEY
Fiducary

5796 ARMADA DRIVE, CARLSBAD, CA, 92008

Phone: NA

deidra.hunt@morganstanley.com

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1655 GRANT STREET, CONCORD, CA, 94520

Phone: NA

fmaggiora@amsi-corp.com

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WILLIAM HENN

THE STRATEGIC FINANCIAL ALLIANCE, INC.
Fiducary

100 TAMAL PLAZA, CORTE MADERA, CA, 94925

Phone: (321)-799-4282

william.henn@thesfa.net

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ISRAEL MAXWELL

CHARLES SCHWAB & CO., INC.
Fiducary

211 MAIN STREET, SAN FRANCISCO, CA, 94105

Phone: NA

israel.maxwell@schwab.com

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YANNICK MIQUEL

LPL FINANCIAL LLC
Fiducary

4707 Executive Dr, SAN DIEGO, CA, 92121

Phone: NA

yannick.miquel@lpl.com

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RYAN LILJEGREN

AMERIPRISE FINANCIAL SERVICES, INC.
Fiducary

24025 PARK SORRENTO, CALABASAS, CA, 91302

Phone: (818)-848-6879

ryan_liljegren@ampf.com

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Jennifer Perkinson

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fiducary

6002 EL TORDO, RANCHO SANTA FE, CA, 92067

Phone: (540)-888-3542

jennifer_perkinson@ml.com

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SHANNON SAPP

CHARLES SCHWAB & CO., INC.
Fiducary

1890 N. Campus Avenue, UPLAND, CA, 91784

Phone: NA

shannon.sapp@schwab.com

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JEFFREY COTE

CHARLES SCHWAB & CO., INC.
Fiducary

200 Fourth Street, SANTA ROSA, CA, 95401

Phone: NA

jeff.cote@schwab.com

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DOUGLAS MORRIS

MORGAN STANLEY
Fiducary

456 WEST FOOTHILL BLVD, CLAREMONT, CA, 91711

Phone: NA

doug.morris@morganstanley.com

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LANCE DUEKER

LPL FINANCIAL LLC
Fiducary

6183 PASEO DEL NORTE STE 250, CARLSBAD, CA, 92011

Phone: NA

lance.dueker@lpl.com

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ROGER BARLOW

MORGAN STANLEY
Fiducary

555 CALIFORNIA STREET, SAN FRANCISCO, CA, 94104

Phone: NA

roger@morganstanley.com

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CARL HUNTLEY

TCFG INVESTMENT ADVISORS, LLC
Fiducary

28202 CABOT RD, LAGUNA NIGUEL, CA, 92677

Phone: NA

chuntley@tamgmt.com

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RODNEY BANH

CHARLES SCHWAB & CO., INC.
Fiducary

19620 Stevens Creek Blvd, CUPERTINO, CA, 95014

Phone: NA

rodney.banh@schwab.com

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ROBERT WILLGOSS

STIFEL, NICOLAUS & COMPANY, INCORPORATED
Fiducary

16870 WEST BERNARDO DRIVE, SAN DIEGO, CA, 92127

Phone: NA

willgossr@stifel.com

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David Guyette

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fiducary

100 WILSHIRE BLVD, SANTA MONICA, CA, 90401

Phone: NA

david_guyette@ml.com

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444 SOUTH FLOWER STREET, LOS ANGELES, CA, 90071

Phone: (323)-255-5061

jazmin.carpenter@morganstanley.com

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Michael Hardin

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fiducary

2301 ROSECRANS AVE, EL SEGUNDO, CA, 90245

Phone: NA

michael_hardin@ml.com

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MICHAEL MCQUILKIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fiducary

701 S PARKER ST, ORANGE, CA, 92868

Phone: NA

mmcquilkin@wfafinet.com

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Irma Brown

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fiducary

5260 N PALM AVE, FRESNO, CA, 93704

Phone: (559)-276-8807

irma_brown@ml.com

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101 CALIFORNIA ST., SAN FRANCISCO, CA, 94111

Phone: NA

cloise.anderson@morganstanley.com

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BRADLEY NOVAL

AMERIPRISE FINANCIAL SERVICES, INC.
Fiducary

255 SHORELINE DR, REDWOOD CITY, CA, 94065

Phone: NA

bnoval@ampf.com

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HARI IYER

MORGAN STANLEY
Fiducary

2005 SOUTH BROADWAY, SANTA MARIA, CA, 93454

Phone: (805)-934-3138

hari.iyer@morganstanley.com

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300 ESPLANADE DRIVE, OXNARD, CA, 93036

Phone: NA

moaniala.valdez@morganstanley.com

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7050 N FRESNO ST STE 105, FRESNO, CA, 93720

Phone: NA

pat@lpl.com

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STEPHEN DUCKWORTH

CHARLES SCHWAB & CO., INC.
Fiducary

74785 Highway 111, INDIAN WELLS, CA, 92210

Phone: NA

stephen.duckworth@schwab.com

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MAX BRIGGS

FLC CAPITAL ADVISORS
Fiducary

44750 VILLAGE CT, PALM DESERT, CA, 92260

Phone: (760)-346-3861

maxb@flccapitaladvisors.com

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BRYAN MISAJON

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fiducary

300 SPECTRUM CENTER DR, IRVINE, CA, 92618

Phone: (657)-210-4360

bmisajon@wfafinet.com

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SITA LALCHANDANI

CETERA ADVISORS LLC
Fiducary

5650 SUNRISE BLVD #250, CITRUS HEIGHTS, CA, 95610

Phone: NA

slalchandani@secureretirementadvisorsllc.com

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ERIC SPONBURGH

MORGAN STANLEY
Fiducary

1400 PAGE MILL ROAD, PALO ALTO, CA, 94304

Phone: NA

eric.sponburgh@morganstanley.com

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TODD FERREIRA

AMERIPRISE FINANCIAL SERVICES, INC.
Fiducary

1919 S BASCOM AVE, CAMPBELL, CA, 95008

Phone: NA

todd.ferreira@ampf.com

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CHRISTOPHER GEORGE

QUANTUM ECONOMETRICS, LLC
Fiducary

15141 E. WHITTIER BLVD STE 550, WHITTIER, CA, 90603

Phone: NA

christopher.george@ceteraadvisors.com

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PAUL SCHREIBER

CHARLES SCHWAB & CO., INC.
Fiducary

3161 Stevenson Blvd, FREMONT, CA, 94538

Phone: NA

paul.schreiber@schwab.com

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ELIZABETH WASCHOW

STIFEL, NICOLAUS & COMPANY, INCORPORATED
Fiducary

13640 BOWMAN LANE, AUBURN, CA, 95603

Phone: NA

waschowe@stifel.com

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DREW SKELLY

MORGAN STANLEY
Fiducary

24300 TOWN CENTER DR., VALENCIA, CA, 91355

Phone: (714)-852-3528

drew.skelly@morganstanley.com

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ALEXANDER FRANKLIN

AMERIPRISE FINANCIAL SERVICES, INC.
Fiducary

5850 CANOGA AVE, WOODLAND HILLS, CA, 91367

Phone: (505)-296-1531

alexander.franklin@ampf.com

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3562 ROUND BARN CIRCLE, SANTA ROSA, CA, 95403

Phone: (925)-335-9767

michael.maybrun@morganstanley.com

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JAYNE DEUTMEYER

GLOBAL RETIREMENT PARTNERS LLC
Fiducary

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA, 94903

Phone: NA

jdeutmeyer@altastreet.net

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Nancy Lee

D.A. DAVIDSON & CO.
Fiducary

300 OCEANGATE, LONG BEACH, CA, 90802

Phone: NA

nancy_lee@davidsoncompanies.com

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RAYMOND CHOW

WEDBUSH SECURITIES INC.
Fiducary

1000 WILSHIRE BLVD, LOS ANGELES, CA, 90017

Phone: NA

raymond.chow@wedbush.com

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TAMI LYONS

MORGAN STANLEY
Fiducary

3421 BROOKSIDE ROAD, STOCKTON, CA, 95219

Phone: (916)-684-1465

tami.lyons@morganstanley.com

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Carrie Hansen

NicholasApplegate Capital Management LLC
Fiducary

2300 Contra Costa Boulevard Suite 600, PLEASANT HILL, CA, 94523

Phone: (619)-687-8000

carrie_hansen@nacm.com

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Brian Mahaffey

Financial Engines, Inc.
Fiducary

1804 Embarcadero Road, PALO ALTO, CA, 94303

Phone: (650)-565-4900

bmahaffey@financialengines.com

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Marius Nicolae

Fisher Investments
Fiducary

13100 Skyline Blvd, REDWOOD CITY, CA, 94062

Phone: (650)-851-3334

m.nicolae@fi.com

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David Chin

Gifford Fong Associates
Fiducary

3658 MT DIABLO BLVD STE 200, LAFAYETTE, CA, 94549

Phone: (925)-299-7800

david@gfong.com

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40395 Winchester Rd, TEMECULA, CA, 92591

Phone: (951)-308-6444

j.cole@teamtax.com

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Lenny Wright

ROYAL ALLIANCE ASSOC INC
Fiducary

20 VILLAGE SQ # 28, CARMEL VALLEY, CA, 93924

Phone: (831)-422-2644

wright@royalalliance.com

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Mark Schindler

Plan Member Securities Corp
Fiducary

18314 Kingsbury St, NORTHRIDGE, CA, 91326

Phone: (818)-366-5100

m.schindler@planningyoucontrol.com

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5122 Katella Ave # 200, LOS ALAMITOS, CA, 90720

Phone: (562)-596-2385

dan@thechartist.com

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6611 Valjean Ave # 109, VAN NUYS, CA, 91406

Phone: (818)-780-9300

h.matz@lcfcollect.com

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Steve Peasley

Klein Pavlis & Peasley
Fiducary

34232 Pacific Coast Hwy # B, DANA POINT, CA, 92629

Phone: (949)-443-2030

s.peasley@investtalk.com

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Joel Edstron

Wescap Management Group Inc
Fiducary

303 N Glenoaks Blvd # 905, BURBANK, CA, 91502

Phone: (818)-563-5170

j.edstron@wescapgroup.com

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Paul Drescher

Paul B Drescher Financial
Fiducary

2805 Porter St, SOQUEL, CA, 95073

Phone: (831)-462-3200

p.drescher@pauldrescher.com

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Hassan Ali

Community Financial Resource
Fiducary

4060 S Figueroa St, LOS ANGELES, CA, 90037

Phone: (323)-233-1900

hassan.ali@cfrc.net

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Vince Fuentes

Primerica Financial Svc
Fiducary

1200 Arizona St # A6, ONTARIO, CA, 91764

Phone: (909)-980-8700

v.fuentes@primerica.com

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Francis Fong

Royal Alliance Assoc Inc
Fiducary

600 W Main St # 211, ALHAMBRA, CA, 91801

Phone: (626)-588-2417

f.fong@royalalliance.com

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Hector Hernandez

Primerica Financial Svc
Fiducary

807 Anchorage Pl, CHULA VISTA, CA, 91914

Phone: (619)-656-6900

h.hernandez@primerica.com

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David Fahey

Ubs Financial Svc
Fiducary

PO Box 17510, ENCINO, CA, 91416

Phone: (818)-377-8800

d.fahey@ubs.com

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Ken Marinace

Comprehensive Financial Svc
Fiducary

3811 W Burbank Blvd, BURBANK, CA, 91505

Phone: (818)-955-5795

k.marinace@royalalliance.com

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David Mercadel

Primerica Financial Svc
Fiducary

10601 Church St # 109, RANCHO CUCAMONGA, CA, 91730

Phone: (909)-484-1985

d.mercadel@primerica.com

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Mary Rilloraza

Primerica Financial Svc
Fiducary

3131 Santa Anita Ave # 107, EL MONTE, CA, 91733

Phone: (626)-732-4777

m.rilloraza@primerica.com

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Kenneth Hughes

Primerica-Keeny Hughes
Fiducary

3739 Adams St # 130, RIVERSIDE, CA, 92504

Phone: (951)-351-8191

k.hughes@primerica.com

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Brett Crummer

Primerica Financial Svc
Fiducary

20509 Duryee Ln, REDDING, CA, 96002

Phone: (530)-321-1307

b.crummer@primerica.com

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MYRIAM PADILLA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1910 ST. ANDREWS DRIVE, SEAL BEACH, CA, 90740

1

myriam.padilla@raymondjames.com

CARL COHEN

WESTERN ASSET MANAGEMENT COMPANY

385 E. COLORADO BLVD., PASADENA, CA, 91101

2

ccohen@westernasset.com

SCOTT THOMAS

FIRST ALLIED ADVISORY SERVICES, INC.

30423 CANWOOD STREET, AGOURA HILL, CA, 91301

Phone: (760)-754-2723

3

sthomas@firstallied.com

MICHAEL KARAPETIAN

LAZARI CAPITAL MANAGEMENT, INC.

6928 OWENSMOUTH AVE., WOODLAND HILLS, CA, 91303

4

michael@lazariam.com

Joy Brannan

EDWARD JONES

19350 BUSINESS CENTER DRIVE, NORTHRIDGE, CA, 91324

5

joy.brannan@edwardjones.com

LEE WOLFE

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

20750 VENTURA BLVD STE 240, WOODLAND HILLS, CA, 91364

6

lwolfe@wfafinet.com

DAVID SIMPSON

LPL FINANCIAL LLC

955 BOARDWALK STE 203, SAN MARCOS, CA, 92078

7

david.simpson@lpl.com

KYLE HODGES

LPL FINANCIAL LLC

525 B STREET STE 100, SAN DIEGO, CA, 92101

8

kyle.hodges@lpl.com

KELLY NEWELL

LPL FINANCIAL LLC

6310 GREENWICH DR #150, SAN DIEGO, CA, 92122

Phone: (602)-996-2080

10

kelly.newell@lpl.com

Scott Jones

EDWARD JONES

500 S PALM CANYON DR, PALM SPRINGS, CA, 92264

11

scott.jones@edwardjones.com

Sean Lugo

EDWARD JONES

302 EAST CITRUS AVENUE, REDLANDS, CA, 92373

12

sean.lugo@edwardjones.com

FRANK LU

J.P. MORGAN SECURITIES LLC

15275 CULVER DR, IRVINE, CA, 92604

13

frank.lu@jpmorgan.com

ANDREW CHATHAM

LPL FINANCIAL LLC

2201 DUPONT DRIVE STE 810, IRVINE, CA, 92612

14

andrew.chatham@lpl.com

JASON WEAVER

WEAVER CONSULTING GROUP, LLC

101 MAIN STREET, HUNTINGTON BEACH, CA, 92648

15

jasonw@weaverconsultinggroup.com

Diane Wegener

EDWARD JONES

1100 SOUTH COAST HIGHWAY 219, LAGUNA BEACH, CA, 92651

Phone: (949)-382-4151

16

diane.wegener@edwardjones.com

DAVID LOPEZ

ROYAL ALLIANCE ASSOCIATES, INC.

16A JOURNEY, ALISO VIEJO, CA, 92656

17

david_lopez@royalalliance.com

RYAN HAWKINS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1551 N TUSTIN AVE, SANTA ANA, CA, 92705

18

rhawkins@wfafinet.com

Jason Orsini

EDWARD JONES

1370 BREA BLVD SUITE 145, FULLERTON, CA, 92835

Phone: (310)-664-9428

19

jason.orsini@edwardjones.com

CURTIS CHEN

CHEN FINANCIAL GROUP, LLC

1070 SIXTH AVE, BELMONT, CA, 94002

22

curtis@chenfinancial.com

Robert Ooghe

LPL FINANCIAL LLC

200 TOWNSEND STREET, SAN FRANCISCO, CA, 94107

Phone: (510)-525-0085

23

robert.ooghe@lpl.com

WAI IP CHAN

J.P. MORGAN SECURITIES LLC

98 W. PORTAL AVE, SAN FRANCISCO, CA, 94127

24

wai.chan@jpmorgan.com

DONAVIN BAUSLEY

J.P. MORGAN SECURITIES LLC

151 Warriors Way, Ste 100, SAN FRANCISCO, CA, 94158

Phone: (925)-705-7050

25

donavin.bausley@jpmorgan.com

TROY RYDER

CETERA ADVISORS LLC

55 E 3RD AVE, SAN MATEO, CA, 94401

Phone: (707)-447-9321

26

troy.ryder@secureretirementadvisorsllc.com

Robert Schulman

EDWARD JONES

505 San Marin Dr Suite 110B, NOVATO, CA, 94945

28

robert@edwardjones.com

WENDY EHRLICH

J.P. MORGAN SECURITIES LLC

1402 LINCOLN AVE, SAN JOSE, CA, 95125

29

wendy.ehrlich@jpmorgan.com

CHARLES ELLIOTT

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1922 THE ALAMEDA, SAN JOSE, CA, 95126

30

celliott@wfafinet.com

ARIC KOSHIYAMA

LPL FINANCIAL LLC

1380 E COVELL BLVD., DAVIS, CA, 95616

Phone: (916)-483-6801

31

aric.koshiyama@lpl.com

ANDREW FASS

HILLTOP SECURITIES INC.

2999 Douglas Blvd., ROSEVILLE, CA, 95661

32

andrew.fass@hilltopsecurities.com

ERNEST HOLGUIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1074 EAST AVE, STE B, CHICO, CA, 95926

33

eholguin@wfafinet.com

STUART MURRAY

LPL FINANCIAL LLC

35 JAN COURT, STE 140, CHICO, CA, 95928

34

stuart.murray@lpl.com

TRACIE SHARDEZ

LPL FINANCIAL LLC

425 VIRGINIA STREET, GRIDLEY, CA, 95948

35

tracie.shardez@lpl.com

Diane Warnock

EDWARD JONES

822 Richland Road, YUBA CITY, CA, 95991

Phone: (530)-673-0245

36

diane.warnock@edwardjones.com

ANDREW DUFF

AXA ADVISORS, LLC

1910 MARKET STREET, REDDING, CA, 96001

37

andrew.duff@axaadvisors.com

WILLIAM HENN

THE STRATEGIC FINANCIAL ALLIANCE, INC.

100 TAMAL PLAZA, CORTE MADERA, CA, 94925

Phone: (321)-799-4282

40

william.henn@thesfa.net

ISRAEL MAXWELL

CHARLES SCHWAB & CO., INC.

211 MAIN STREET, SAN FRANCISCO, CA, 94105

41

israel.maxwell@schwab.com

YANNICK MIQUEL

LPL FINANCIAL LLC

4707 Executive Dr, SAN DIEGO, CA, 92121

42

yannick.miquel@lpl.com

RYAN LILJEGREN

AMERIPRISE FINANCIAL SERVICES, INC.

24025 PARK SORRENTO, CALABASAS, CA, 91302

Phone: (818)-848-6879

43

ryan_liljegren@ampf.com

Jennifer Perkinson

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

6002 EL TORDO, RANCHO SANTA FE, CA, 92067

Phone: (540)-888-3542

44

jennifer_perkinson@ml.com

SHANNON SAPP

CHARLES SCHWAB & CO., INC.

1890 N. Campus Avenue, UPLAND, CA, 91784

45

shannon.sapp@schwab.com

JEFFREY COTE

CHARLES SCHWAB & CO., INC.

200 Fourth Street, SANTA ROSA, CA, 95401

46

jeff.cote@schwab.com

DOUGLAS MORRIS

MORGAN STANLEY

456 WEST FOOTHILL BLVD, CLAREMONT, CA, 91711

47

doug.morris@morganstanley.com

LANCE DUEKER

LPL FINANCIAL LLC

6183 PASEO DEL NORTE STE 250, CARLSBAD, CA, 92011

48

lance.dueker@lpl.com

ROGER BARLOW

MORGAN STANLEY

555 CALIFORNIA STREET, SAN FRANCISCO, CA, 94104

49

roger@morganstanley.com

CARL HUNTLEY

TCFG INVESTMENT ADVISORS, LLC

28202 CABOT RD, LAGUNA NIGUEL, CA, 92677

50

chuntley@tamgmt.com

RODNEY BANH

CHARLES SCHWAB & CO., INC.

19620 Stevens Creek Blvd, CUPERTINO, CA, 95014

51

rodney.banh@schwab.com

ROBERT WILLGOSS

STIFEL, NICOLAUS & COMPANY, INCORPORATED

16870 WEST BERNARDO DRIVE, SAN DIEGO, CA, 92127

52

willgossr@stifel.com

David Guyette

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

100 WILSHIRE BLVD, SANTA MONICA, CA, 90401

53

david_guyette@ml.com

JAZMIN CARPENTER

MORGAN STANLEY

444 SOUTH FLOWER STREET, LOS ANGELES, CA, 90071

Phone: (323)-255-5061

54

jazmin.carpenter@morganstanley.com

Michael Hardin

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2301 ROSECRANS AVE, EL SEGUNDO, CA, 90245

55

michael_hardin@ml.com

MICHAEL MCQUILKIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

701 S PARKER ST, ORANGE, CA, 92868

56

mmcquilkin@wfafinet.com

Irma Brown

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

5260 N PALM AVE, FRESNO, CA, 93704

Phone: (559)-276-8807

57

irma_brown@ml.com

BRADLEY NOVAL

AMERIPRISE FINANCIAL SERVICES, INC.

255 SHORELINE DR, REDWOOD CITY, CA, 94065

59

bnoval@ampf.com

HARI IYER

MORGAN STANLEY

2005 SOUTH BROADWAY, SANTA MARIA, CA, 93454

Phone: (805)-934-3138

60

hari.iyer@morganstanley.com

PATRICK MILUTINOVICH

LPL FINANCIAL LLC

7050 N FRESNO ST STE 105, FRESNO, CA, 93720

62

pat@lpl.com

STEPHEN DUCKWORTH

CHARLES SCHWAB & CO., INC.

74785 Highway 111, INDIAN WELLS, CA, 92210

63

stephen.duckworth@schwab.com

MAX BRIGGS

FLC CAPITAL ADVISORS

44750 VILLAGE CT, PALM DESERT, CA, 92260

Phone: (760)-346-3861

64

maxb@flccapitaladvisors.com

BRYAN MISAJON

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

300 SPECTRUM CENTER DR, IRVINE, CA, 92618

Phone: (657)-210-4360

65

bmisajon@wfafinet.com

TODD FERREIRA

AMERIPRISE FINANCIAL SERVICES, INC.

1919 S BASCOM AVE, CAMPBELL, CA, 95008

68

todd.ferreira@ampf.com

CHRISTOPHER GEORGE

QUANTUM ECONOMETRICS, LLC

15141 E. WHITTIER BLVD STE 550, WHITTIER, CA, 90603

69

christopher.george@ceteraadvisors.com

PAUL SCHREIBER

CHARLES SCHWAB & CO., INC.

3161 Stevenson Blvd, FREMONT, CA, 94538

70

paul.schreiber@schwab.com

ELIZABETH WASCHOW

STIFEL, NICOLAUS & COMPANY, INCORPORATED

13640 BOWMAN LANE, AUBURN, CA, 95603

71

waschowe@stifel.com

DREW SKELLY

MORGAN STANLEY

24300 TOWN CENTER DR., VALENCIA, CA, 91355

Phone: (714)-852-3528

72

drew.skelly@morganstanley.com

ALEXANDER FRANKLIN

AMERIPRISE FINANCIAL SERVICES, INC.

5850 CANOGA AVE, WOODLAND HILLS, CA, 91367

Phone: (505)-296-1531

73

alexander.franklin@ampf.com

MICHAEL MAYBRUN

MORGAN STANLEY

3562 ROUND BARN CIRCLE, SANTA ROSA, CA, 95403

Phone: (925)-335-9767

74

michael.maybrun@morganstanley.com

JAYNE DEUTMEYER

GLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA, 94903

75

jdeutmeyer@altastreet.net

RAYMOND CHOW

WEDBUSH SECURITIES INC.

1000 WILSHIRE BLVD, LOS ANGELES, CA, 90017

77

raymond.chow@wedbush.com

TAMI LYONS

MORGAN STANLEY

3421 BROOKSIDE ROAD, STOCKTON, CA, 95219

Phone: (916)-684-1465

78

tami.lyons@morganstanley.com

Carrie Hansen

NicholasApplegate Capital Management LLC

2300 Contra Costa Boulevard Suite 600, PLEASANT HILL, CA, 94523

Phone: (619)-687-8000

79

carrie_hansen@nacm.com

Brian Mahaffey

Financial Engines, Inc.

1804 Embarcadero Road, PALO ALTO, CA, 94303

Phone: (650)-565-4900

80

bmahaffey@financialengines.com

Marius Nicolae

Fisher Investments

13100 Skyline Blvd, REDWOOD CITY, CA, 94062

Phone: (650)-851-3334

81

m.nicolae@fi.com

David Chin

Gifford Fong Associates

3658 MT DIABLO BLVD STE 200, LAFAYETTE, CA, 94549

Phone: (925)-299-7800

82

david@gfong.com

40395 Winchester Rd, TEMECULA, CA, 92591

Phone: (951)-308-6444

83

j.cole@teamtax.com

Lenny Wright

ROYAL ALLIANCE ASSOC INC

20 VILLAGE SQ # 28, CARMEL VALLEY, CA, 93924

Phone: (831)-422-2644

84

wright@royalalliance.com

Mark Schindler

Plan Member Securities Corp

18314 Kingsbury St, NORTHRIDGE, CA, 91326

Phone: (818)-366-5100

85

m.schindler@planningyoucontrol.com

5122 Katella Ave # 200, LOS ALAMITOS, CA, 90720

Phone: (562)-596-2385

86

dan@thechartist.com

Humberto Matz

L C Financial

6611 Valjean Ave # 109, VAN NUYS, CA, 91406

Phone: (818)-780-9300

87

h.matz@lcfcollect.com

Steve Peasley

Klein Pavlis & Peasley

34232 Pacific Coast Hwy # B, DANA POINT, CA, 92629

Phone: (949)-443-2030

88

s.peasley@investtalk.com

Joel Edstron

Wescap Management Group Inc

303 N Glenoaks Blvd # 905, BURBANK, CA, 91502

Phone: (818)-563-5170

89

j.edstron@wescapgroup.com

Paul Drescher

Paul B Drescher Financial

2805 Porter St, SOQUEL, CA, 95073

Phone: (831)-462-3200

90

p.drescher@pauldrescher.com

Hassan Ali

Community Financial Resource

4060 S Figueroa St, LOS ANGELES, CA, 90037

Phone: (323)-233-1900

91

hassan.ali@cfrc.net

Vince Fuentes

Primerica Financial Svc

1200 Arizona St # A6, ONTARIO, CA, 91764

Phone: (909)-980-8700

92

v.fuentes@primerica.com

Francis Fong

Royal Alliance Assoc Inc

600 W Main St # 211, ALHAMBRA, CA, 91801

Phone: (626)-588-2417

93

f.fong@royalalliance.com

Hector Hernandez

Primerica Financial Svc

807 Anchorage Pl, CHULA VISTA, CA, 91914

Phone: (619)-656-6900

94

h.hernandez@primerica.com

David Fahey

Ubs Financial Svc

PO Box 17510, ENCINO, CA, 91416

Phone: (818)-377-8800

95

d.fahey@ubs.com

Ken Marinace

Comprehensive Financial Svc

3811 W Burbank Blvd, BURBANK, CA, 91505

Phone: (818)-955-5795

96

k.marinace@royalalliance.com

David Mercadel

Primerica Financial Svc

10601 Church St # 109, RANCHO CUCAMONGA, CA, 91730

Phone: (909)-484-1985

97

d.mercadel@primerica.com

Mary Rilloraza

Primerica Financial Svc

3131 Santa Anita Ave # 107, EL MONTE, CA, 91733

Phone: (626)-732-4777

98

m.rilloraza@primerica.com

Kenneth Hughes

Primerica-Keeny Hughes

3739 Adams St # 130, RIVERSIDE, CA, 92504

Phone: (951)-351-8191

99

k.hughes@primerica.com

Brett Crummer

Primerica Financial Svc

20509 Duryee Ln, REDDING, CA, 96002

Phone: (530)-321-1307

100

b.crummer@primerica.com