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Wells Fargo Private Bank

Wells Fargo Private Bank

J. Peter Barbara, Senior Vice President, Wealth Advisor Kevin M. Donnelley, Vice President, Senior Private Banker Jane Warner, Senior Vice President, Senior Wealth Planning Strategist

Edited By Laura Watts
Waddell & Reed, Inc.

Waddell & Reed, Inc.

Douglas O. Baker, Financial Advisor

Edited By Laura Watts
Ryan & Associates

Ryan & Associates

Shannon Ryan, Financial Advisor/President

Edited By Laura Watts
Regatta Capital Group

Regatta Capital Group

Spencer Kelly, AAMS® and Russell Mohberg, CFP® Principals/Owners

Edited By Laura Watts
RBC Wealth Management/SB Wealth Strategies

RBC Wealth Management/SB Wealth Strategies

Pat Severo, Financial Advisor

Edited By Laura Watts
Premier Business Bank

Premier Business Bank

John Polen, President & Chief Executive Officer Randall Hata, Executive Vice President & Chief Financial Officer Debbie Richardson, Senior Vice President, Corporate Development Eiji Yamanishi, Senior Vice President, Regional Loan Manager

Edited By Laura Watts
Farmers & Merchants Bank (F&M)

Farmers & Merchants Bank (F&M)

Jason L. Anderson, Branch Manager, Rolling Hills Estates Ned S. Stromme, Branch Manager, Torrance Geoffrey S. Nadler, Relationship Manager, Rolling Hills Estates office

Edited By Laura Watts
Bank of Manhattan, NA

Bank of Manhattan, NA

Terry Robinson, President & Chief Executive Officer Rick Sowers, Executive Vice President & Chief Banking Officer Shannon Millard, Executive Vice President & Chief Credit Officer Russell Hossain, Executive Vice President—Mortgage Lending Kevin Campbell, Executive Vice President—Business Development Officer David Curry, Vice President Sales Manager

Edited By Laura Watts
Signature Estate & Investment Advisors, LLC

Signature Estate & Investment Advisors, LLC

Vince A. DiLeva, MS, CFP®, AIF®, Senior Partner

Edited By Laura Watts
Harris Financial Advisors, Inc.

Harris Financial Advisors, Inc.

Mary Harris, CFP, President/Owner Matthew Kuhn, CFA, Cristin Rigg, CFP, Irene Hershkowitz, CFP, CPA, Clay Zachry, CFP  Personal Wealth Advisors Harris Financial Advisors, Inc.

EDITED BY LAURA WATTS

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