| Vendor | Contact | URL | Email Address |
| Columbia Management | Charles Perosio | www.columbiamanagement.com | Charles.Perosio@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 | www.trovena.com | eric.toya@trovena.com |
| Greenwich Financial Partners, Inc. | Glenn Yasukochi | | |
| Planned Wealth Consultants | Greg Fong | | |
| Lamb Financial Planning LLC | Lara Lamb | www.lambfinancialplanning.com | lara@lambfinancialplanning.com |
| Wells Fargo Family Wealth Group | Lisa Tepper | www.wellsfargo.com | Lisa.J.Tepper@wellsfargo.com |
| Ameriprise Financial, Inc. | Marcus Ranger | www.ampf.com | d.m.ranger@ampf.com |
| Silver Oak Wealth Advisors, LLC | Eric Bruck | www.silveroakwa.com | ebruck@silveroakwa.com |
| MetLife Reverse Mortgage | Brad Dela Cruz | www.metlife.com | bdelacruz@metlife.com |
