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Signature Estate & Investment Advisors, LLC

Signature Estate & Investment Advisors, LLC

Vince A. DiLeva, MS, CFP®, AIF®, Senior Partner, Eric C. Pritz, CFP®, CMFC, Senior Associate

Edited by Laura Watts
EP Wealth Advisors, Inc.

EP Wealth Advisors, Inc.

Kevin J. Ashworth, CFA, Patrick G. Goshtigian, CFA Derek H. Holman, CFP®, AIF®, Brian E. Parker, CFP®, Ryan S. Serrecchia, CFP®

Edited by Laura Watts
IDB Bank

IDB Bank

Tricia Littman, First Vice President, U.S. Private Banking/Wealth Management & Sahar Shadsirat, Vice President, U.S. Private Banking

Edited by Laura Watts
Premier Bank of Palos Verdes

Premier Bank of Palos Verdes

Randall Hata, Executive VP & CFO, Jocelyn Padadakis, VP, Branch Manager John, Polen, President & CEO, Debbie Richardson, Senior VP,Corporate Development, John Turner, Senior VP, Corporate Banking

Edited by Laura Watts
Wendell Charles Financial

Wendell Charles Financial

Evan Kirkpatrick, CEO & Chief Investment Strategist

Edited by Laura Watts
Dax & Associates

Dax & Associates

Brad Chapman CFP®, Financial Advisor, Erin Osborne, Financial Advisor, Allison Hayes, Client Service Manager

Edited by Laura Watts
Watermark Home Loans

Watermark Home Loans

Regan Hagestad, Director of Mortgage Banking

Edited by Laura Watts
Wells Fargo Private Bank

Wells Fargo Private Bank

Jocelyn Diosomito, Regional Private Banker, Wells Fargo Bank, N.A., David A. Weitzel, VP/Private Banker, Wells Fargo Private Bank, J. Peter Barbara, Senior VP/Wealth Advisor, Wells Fargo Private Bank, John Arensdorf, Senior Financial Advisor, Wells Fargo

Edited by Laura Watts
Morgan Stanley

Morgan Stanley

Lisa Garey, Senior Vice President - Wealth Management Financial Advisor

Edited by Laura Watts
RBC Wealth Management/SB Wealth Strategies

RBC Wealth Management/SB Wealth Strategies

Pat Severo, CIMA®, Financial Advisor

Edited by Laura Watts
The PVG Group/Merrill Lynch Wealth Management/Bank of America Corporation

The PVG Group/Merrill Lynch Wealth Management/Bank of America Corporation

Larry K. Prutch, CPM®, CFP®, CIMA®, Senior Vice President–Investments, Cengiz N. Volkan, CPM®, CIMA®, Senior Vice President–Investments, Alan E. Goldstein, First Vice President–Investments

Edited by Laura Watts
Ryan & Associates

Ryan & Associates

Shannon Ryan, CFP® Financial Advisor, President

Edited by Laura Watts
Malaga Bank

Malaga Bank

Randy C. Bowers, 
President & CEO 
Jasna Penich, 
Executive VP & CFO 
Mark Smith, 
Senior VP/Business Banking
Dennis Mezzo,
VP, Loan Production 
Sacha Ohara, 
VP, Branch Administrator

Edited by Laura Watts
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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