| DATE | MEMBER REFERRED | PUBLICATION |
| 2005 | | |
| 1/19/05 | Scott Leonard | KCAL Ch 9 News- Reaction to inaugural addrss |
| 1/13/05 | M. Blake | Investment News- 403 (b) proposed rules |
| 1/3/05 | A. Chalmers,
R. Moran | KCLA-Markets & Trends in '05 |
| 2004 | | |
| 11/2/04 | T. Bryson,
G. Johnston
A. Landers, R. Green | KCAL Ch 9 News-Election results & the market |
| 10/27/04 | P. Burns,
M. Woloz | Daily News- Patriot Act |
| 10/18/04 | Marv Kaye | KCAL Ch. 9 News- Stock Market & Elections |
| 9/17/04 | S. Streeter | FP Magazine-Autopilot retirement planning |
| 8/24/04 | Phil Cook | KCAL 9 Summer Check-up |
| 8/16/04 | Robert Pagliarini,
Steve Williams | La Opinion- Social Security and Inheritance |
| 6/14/04 | Randi Levenbaum | La Opinion- IRA |
| 5/1/04 | Frank Gleberman | Financial Planning Magazine- Building Fee Business |
| 4/1/04 | Frank Gleberman | Comcast Physical Newsletter- Insurance |
| 3/15/04 | Phil Cook,
Eric Bruck | Christian Science Monitor Q & A Column |
| 3/04 | Frank Gleberman | Investment News |
| 3/04 | Frank Gleberman | La Opinion |
| 3/04 | Frank Gleberman | Biz News |
| 3/04 | Ann-Marja Lander | Biz News |
| 3/04 | Rich Moran | Biz News |
| 3/04 | Andrea Spatz,
Robert Pagliarini | Biz News |
| 3/04 | Phil Cook | Biz News |
| 3/04 | Frank Gleberman | Financial Planning Magazine |
| 3/04 | Phil Cook,
Scott Leonard,
Michael Glowacki | Financial Planning Magazine |
| 3/04 | Gay Abarbanell | Baltimore Sun |
| 3/04 | Frank Gleberman | CBS MarketWatch |
| 2/04 | Frank Gleberman | Investors Business Daily |
| 2/04 | Frank Gleberman | Financial Planning Magazine |
| 2/04 | Frank Gleberman | Financial Planning Magazine |
| 2/04 | Phil Cook,
Frank Gleberman, | Businessnews.com |
| 1/04 | Scott Leonard,
Marv Kaye | Businessnews.com |
| 2003 | | |
| 12/10/03 | Daniel Yasharel | Investment News- Trouble With Relocation |
| 12/1/03 | Frank Gleberman | Wealth & Retirement Plan- Marketing Coach |
| 10/27/03 | Ann-Marja Lander | NY Times- College Plans |
| 10/13/03 | Phil Cook | Baltimore Sun- Unnecessary Insurance |
| 10/3/03 | Phil Cook | NY Times- Inactive Fees |
| 9/22/03 | Ann-Marja Lander,
Phil Cook | Investment News- disability insurance |
| 9/03 | Steven Botnick | CBS Market Watch- Expensing Options |
| 8/26/03 | Scott Brewster | Financial Adv. Change In Asset Allocation Strategy |
| 7/31/03 | Mindy Ying | Financial Adv. Magazine- Serve Ethnic Community |
| 7/7/03 | Scott Leonard | Investment News- Background Check On Clients |
| 7/1/03 | Frederick Henry | Business Week- Working After Retirement |
| 6/27/03 | Robert Pagliarini,
Marv Kaye | CNN News |
| 2002 | | |
| 3/3/02 | Stephanie Hancock | WSJ- College Accounts |
| 10/30/02 | Frank Gleberman | Investment Adv. Magazine- Toys |
| 10/9/02 | Stephanie Enright,
Gay Abarbanell | CNN/Money- Budgeting |
| 10/7/02 | Robert Greene | Kiplinger Magazine- Alternative Investments |
| 9/19/02 | Phil Cook | Wall Street Journal- Roths for Minors |
| 7/26/02 | Gay Abarbanell,
Brain Britt | Financial Adv. Magaine- Growing a Stalled Practice |
| 6/11/02 | Phil Cook | Investment News- Tax Shelters |
| 4/24/02 | Christopter Van Slyke | Financial Adv. Magazine- Up & Coming Planners |
| 3/29/02 | Phil Cook,
Frank Gleberman | Baltimore Sun- Tax Refund |
| 3/20/02 | Christopher Van Slyke,
Frank Gleberman | Investment Adv.- Commission to Fees |
| 2/27/02 | Frank Gleberman | thestreet.com |
| 2/19/02 | Frank Gleberman,
Melanie Woloz | CNN/Money- Millionaires |
| 1/21/02 | Ann-Marja Lander,
Michael Laine | CNN/Money- Make-over |
| 1/11/02 | Tara Unverzat,
Ann-Marja Lander | thestreet.com Eucational Accounts |
| 2001 | | |
| 12/27/01 | Ann-Marja Lander | CNN Money.com- New Year Resolutions |
| 10/19/01 | Frank Gleberman | thestreet.com- Viaticals |
| 10/11/01 | Brad Levin | Senior Life- Annuities |
| 10/5/01 | Martin Von Kanel | Careers & Colleges Magazine |
| 10/2/01 | Michael Woloz | mpower.com- IRA Column |
| 9/11/01 | Phil Cook,
Martin Van Kanel | Daily Breeze- Portfolio & Terrorist Attack |
| 9/6/01 | Tara Unverzagt,
Stephanie Hancock | Kiplinger- College Funding |
| 8/27/01 | Douglas Baker,
Randi Levanbaum | Bloombergwealth.Com |
| 8/1/01 | Frank Gleberman | Investors Business Daily |
| 7/5/01 | Frank Gleberman | Ticker Magazaine- Response to survey |
| 5/01 | Phil Cook | CNNfn.com |
| 4/27/01 | Anita Chalmers,
Phil Cook | Readers Digest- “How we did it” |
| 2/12/01 | Phil Cook | Bloomberg Wealth Manager- Independent Trust Company |
| 2/7/01 | Michael VanKleeck | Better Homes & Gardens- Family May Magazine |
| 1/25/01 | Ann-Marja Lander | Money Magazine |
| 1/23/01 | Phil Cook | Wall Street Journal |
| 2000 | | |
| 12/00 | Lew Wallensky | LA Times |
| 12/00 | Phil Cook | Orange Country Register |
| 11/8/00 | Bob Kailes | Mpower Communications |
| 8/3/00 | Phil Cook | CNN Financial News |
| 6/14/00 | Phil Cook | US News & World |
| 2/1/00 | Frank Gleberman | Registered Rep Magazine |
