JOHN HALPERIN…..Beverly Hills ….
UBS Wealth Management…..818-377-8818
Email…..john.halperin@ubs.com
JOSEPH SCHIRRIPA…..Beverly Hills
UBS Wealth Management…..310-281-3810
Email…..joseph.schirripa@ubs.com
JAMES SCHNEIDERMAN…..Beverly Hills
Morgan Stanley Wealth Management…..310-205-4701
Email…..james.m.schneiderman@morganstanley.com
MICHAEL TIDIK…..Burbank
UBS Wealth Management…..818-531-0021
Email…..michael.tidik@ubs.com
CRAIG MACOMBER…..Irvine
Stratos Wealth Partners…..949-216-7827
Email…..cmacomber@stratoswp.com
PETER HUFFMAN…..La Jolla
Merrill Lynch Wealth Management…..858-456-3624
Email……peter_huffman@ml.com
MICHAEL O’BRIEN…..La Jolla
Wells Fargo Advisors…..858-456-7729
Email…..michael.j.obrien@wfadvisors.com
SHAWN GRUVER…..Los Angeles
Wells Fargo Advisors…..310-725-2267
Email…..shawn.gruver@wellsfargoadvisors.com
CAROL WILSHIRE…..Los Angeles
RBC Wealth Management…..310-647-8054
Email…..carol.wilshire@rbc.com
THOMAS MAHONEY……….Los Angeles
UBS Wealth Management……….310-734-2401 Email…..thomas.n.mahoney@ubs.com
LARRY SCHNAID…..Los Angeles
UBS Wealth Management……….310-772-7090 Email…..larry.schnaid@ubs.com
PHILIPPE (PHIL) HARTL……….Los Angeles
Merrill Private Wealth Management……….310-407-3984 Email…..philippe_hartl@ml.com
RICHARD JONES……….Los Angeles
Merrill Private Wealth Management……….310-407-4925 Email…..richardb_jones@ml.com
SPUDS POWELL……….Los Angeles
Kayne Anderson Rudnick Wealth Management……….310-282-7945 Email…..spowell@kanye.com
CHERYL YOUNG……….Los Gatos
Morgan Stanley Wealth Management……….408-358-0976 Email…..cheryl.young@morganstanley.com
RUPA JACK……….Napa
Morgan Stanley Wealth Management……….707-254-4432 Email…..rupa.jack@morganstanley.com
JESSE RODRIQUEZ……….Newport Beach
Rodriquez Wealth Management……….949-688-1571 Email…..jesse@rodriquezwm.com
LAILA PENCE……….Newport Beach
Pence Wealth Management……….949-660-8777 Email…..laila.pence@lpl.com
MARCIA BLOEMENDAAL……… Palm Desert
Bloemendaal Capital Strategies of Raymond James…..760-862-6748
Email…..marcia.bloemendaal@raymondjames.com
VINCE DILEVA……….Redondo Beach
SEIA……….310-712-2320 Email…..vdileva@seia.com
PATRICE CRESCI……….Redwood City
Team Hewins……….650-517-9517 Email……….patrice@teamhewins.com
KELLY GARTON……….San Diego
Merrill Lynch Wealth Management……….619-699-3765……….Email…..kelly_garton@ml.com
GREG ONKEN……….San Francisco
JP Morgan Securities……….415-772-3123……….Email…..greg.onken@jpmorgan.com
AARON WAXMAN……….San Francisco
B O S ……….415-781-8535……….Email…..aaron.waxman@bosinvest.com
ELAINE MEYERS……….San Francisco
JP Morgan Securities……….415-315-7801……….Email elaine.meyers@jpmorgan.com
BRIAN MACDONALD……….San Francisco
Merrill Lynch Wealth Management……….415-274-6054……….Email brian_s_macdonald@ml.com
THOMAS (TOM) CONNAGHAN……….San Francisco
Kayne Anderson Rudnick Wealth Advisors…..415-486-6675…..Email tconnaghan@kanye.com
GEORGE PAPADOYANNIS……….San Mateo
Ameriprise Financial Services……….650-593-9170×328…..Email george.x.papadannis@ampf.com
CRAIG FRANKLIN……….Santa Rosa
Morgan Stanley Wealth Management……….707-524-1001…..Email…..craig.franklin@morganstanley.com
YLISA SANFORD……….San Francisco
Morgan Stanley Wealth Management…..415-693-6259…..Email ylisa.sanford@morganstanley.com
ELISABETH ANDREASON……….Walnut Creek
Morgan Stanley Wealth Management…..925-930-3809…..Email elisabeth.andreason@morganstanley.com
SETH HAYE……….Westlake Village
Morgan Stanley Wealth Management…..805-494-0215…..Email seth.haye@ms.com
STEPHEN DAVIS……….Westlake Village
UBS Wealth Management…..805-367-3680…..Email…..stephen.w.davis@ubs.com
LAURA MARIE RAULINAITIS…..Westlake Village
Morgan Stanley Wealth Management…..805-494-0236…..Email lauramarie.raulinaitis@morganstanley.com