California

Pamela Diemert, AAMS, CFF^®

September 28, 2021

David Roth

David Roth, CFP®, EA

September 28, 2021

Dave Alison, CFP®, EA, BPC

Dave Alison, CFP^{®^{, EA, BPC}}

September 28, 2020

Carol Ochoa, CFF^{®^{, RICP^{®^{, BPC}}}}

September 28, 2020

Josh Soria

Josh Soria

July 11, 2023

Sarah Soria

Sarah Soria, MBA, CFP®

July 11, 2023