| Vendor | Contact | URL | Email Address |
| Columbia Management | Charles Perosio
Charles.Perosio@columbiamanagement.com | www.columbiamanagement.com |
| FPA-National | Tricia Rieple
| www.fpanet.org |
| MFS Investments | | www.mfs.com | |
| John Hancock Mutual Funds | David Schulman
| www.jhfunds.com | dschulman@jhancock.com |
| Donn Weise, Oppenheimer Funds | Matt Magbee
| www.oppenheimerfunds.com | mmagbee@oppenheimer.com |
| ICON Advisers, Inc. | Steve Anderson
| www.iconadvisers.com | sanderson@iconadvisors.com |
| Lincoln Financial Distributors | Joe Marquis
| www.lfd.com | andrew.stathes@lfd.com |
| Rich Burnes, UCLA | Rich Burnes
| www.unex.ucla.edu | rburnes@unex.ucla.edu |
| Jackson National - Life | Ryan Smith
| www.jnl.com | katie.turner@jackson.com |
| Jackson National - VA | Dean Huang
| www.jnl.com | duane.huang@jackson.com |
| National Family Mortgage | Time Burke
| www.nationalfamilymortgage.com | burke@nationalfamilymortgage.com |
| Nationwide - VA | Aaron Vest
| www.nationwide.com | vesta1@nationwide.com |
| AmericalLTC | L. Eugene Tapper
| http://www.americalltc.com/index.html | gtapper@americalltc.com |
| PolyComp, Inc. | Amanda Asherson
| www.polycomp.net | aasherson@polycomp.net |
| Ed Slott & Company | Glenda Zolezzi
| www.irahelp.com | glenda@irahelp.com |
| Drucker/Bruckenstein | Drucker/Bruckenstein
| http://technologytoolsfortoday.com/index.php | dd@daviddrucker.com |
| Overlap | Kevin Fryer
| www.advisorwatchguard.com | info@overlap.com |
| Advisor WatchGuard | Kevin Fryer
| www.advisorwatchguard.com | info@overlap.com |
| The Kitces Report | Michael Kitces
| www.kitces.com | michael@kitces.com |
| Bob Veres | Bob Veres
| www.bobveres.com | bob@bobveres.com |
| Louis Stanasolovich, Legend Financial Advisors, Inc. | Sue Kenyon
| www.legend-financial.com | |
| Money Tree Software | Dave Connor
| www.moneytree.com | dave@moneytree.com |
| MoneyGuide Pro | Neil Wert
| www.moneyguidepro.com | neil@moneyguidepro.com |
| BNA Software | Lori Tagami
| www.bnasoftware.com | LTagami@bna.com |
| Spectrum Unlimited, LLC | Frederick Nelson
| www.clientbirthday.com | support@clientbirthday.com |
| IPS AdvisorPro | Linda Groden
| www.ipsadvisorpro.com | lindag@ipsadvisorpro.com |
| JR Financial | Jeff Rattiner
| www.jrfinancialgroup.com | jeff@jrfinancialgroup.com |
| Wall Street Journal | Sean Lough
| www.wsj.com | sean.lough@wsj.com |
| Mitch Graves, Century 21 | Greg Fong
| www.mitchgraves.com | mitchgraves@number1expert.com |
| Protective Life | Bryan Yi
| www.protectivelife.com | bryan.yi@protective.com |
| MacroRisk Analytics | Phillip Hahn
| www.macrorisk.com | phahn@c4cast.com |
| Jennifer Cheng | Jennifer Mulder
| www.embody-health.com | embodyhealth@gmail.com |
| Horsesmouth | Sean Bailey
| www.horsesmouth.com | sean@horsesmouth.com |
| Cheshire Software | Josh Wright
| www.cheshire.com | josh@cheshire.com |
| Glenmore Financial | Don Hance
| www.glenmorefinancial.com | don@glenmorefinancial.com |
| Zuckerman Capital Management, LLC | David Zuckerman
| www.zuckermancapital.com | dzuckerman@zuckermancapital.com |
| Keir Educational Resources | Shannon Bryant
| www.keirsuccess.com | sbryant@keirsuccess.com |
| Lapis Luna Winery | Bruce Wise
| www.www.lapislunawinery.com | bwise@roberthallwinery.com |
| MacroRisk Analytics | Phillip Hahn
| www.macrorisk.com | phahn@c4cast.com |
| Metlife of Southern California | Tiffany Yee
| www.metlife.com | tmyee@metlife.com |
| OneWest Bank | Natalie Do
| www.owb.com | natalie.do@owb.com |
| Realty Capital Securities | Jay Frank
| www.rcsecurities.com | jfrank@rcsecurities.com |
| REISA | Brandon Balkman
| www.reisa.org | bbalkman@reisa.org |
| Virtual Partners Group | Melanie Jocson
| www.virtualpartnersgroup.com | melanie@virtualpartnersgroup.com |
| TRX Rebalancing Software | Sheryl Rowling
| www.trxpert.com | Sheryl@trxpert.com |
| TD Ameritrade | Tim Miles
| www.tdameritrade.com | tim.miles@tdameritrade.com |
| Shangri-La Hotel | Teresa Huggins
| www.shangrila-hotel.com | Teresa@shangrila-hotel.com |
| KBS Capital Markets Group | Brandon Balkman
| www.www.reisa.org | bbalkman@reisa.org |
| Axxcess Capital, LLC | Andrew Jensen
| www.axxcesscapital.com | Ajensen@axxcesscapital.com |
| Principal Funds | Tony Kafouros
| www.pricipalfunds.com | kafouros.tony@principalfunds.com |
| Century 21 | Mitch Graves
| www.mitchgraves.com | mitchgraves@number1expert.com |
| King's Hawaiian Rest & Bkry | Dennis Oki
| www.kingshawaiian.com | denniso@kings hawaiian.com |
| Trovena, LLC | Eric Toya
eric.toya@trovena.com | www.trovena.com |
| Greenwich Financial Partners, Inc. | Glenn Yasukochi
| |
| Planned Wealth Consultants | Greg Fong
| |
| Lamb Financial Planning LLC | Lara Lamb
lara@lambfinancialplanning.com | www.lambfinancialplanning.com |
| Wells Fargo Family Wealth Group | Lisa Tepper
Lisa.J.Tepper@wellsfargo.com | www.wellsfargo.com |
| Ameriprise Financial, Inc. | Marcus Ranger
d.m.ranger@ampf.com | www.ampf.com |
| Silver Oak Wealth Advisors, LLC | Eric Bruck
ebruck@silveroakwa.com | www.silveroakwa.com |
| MetLife Reverse Mortgage | Brad Dela Cruz
bdelacruz@metlife.com | www.metlife.com |
