Representative Firm List

Accounting Investment Advisory Investment Management

Deloitte Consulting 401k Advisors Allianz Global Investors

KMPG Abacus Wealth Management BlackRock

RSM McGladrey Al Frank Asset Management Capital Group Companies

Ares Management Euro Pacific Capital

Bank/Trust Ayco Goldman Sachs Asset Mgmt

Bank of America Beacon Pointe Advisors Hotchkis & Wiley

BNY Mellon Benefit Funding Services Group Invesco

Bank of the West Cadence Capital Management JP Morgan Asset Management

City National Bank Canterbury Consulting KBS Realty Advisors

Commerce West Bank Caywood-Scholl Capital Metropolitan West

Deutsche Bank Chamberlain Group Nuveen

First American Trust Charles Fish Investments PAAMCO

Northern Trust Check Capital Management PIMCO

Wells Fargo Compak Asset Management Research Affiliates

Wilmington Trust Eclectic Associates

Fell Capital Other

Broker/Dealers Finance 500 Advisory Auto Club of Southern Calif

Credit Suisse First Foundation Advisors Becker Review

Merrill Lynch Green Street Advisors Cal Poly Pomona University

Morgan Stanley Highmark Capital CSU – Long Beach

Wedbush Morgan Hollencrest Securities Chapman University

Index Fund Advisors City of Anaheim

Corporations Iwamoto Kong OC Treasurer

Broadcom Jackson Financial UC Irvine

Int’l Rectifier Knightsbridge USC

Irvine Company Laurel Grove

Mitsubishi Motors Leisure Capital

Nissan Private Management Group

Rimrock Capital

Financial Firms Roth Capital

Charles Schwab Stone Financial

MetLife Strategic Global Advisors

Pacific Life Insurance Tax & Financial Group

State Street United Capital

Sungard WCM

TD Ameritrade Wealth Management Network

Thomson Reuters Yosemite Capital