OneDigital - Newbury Park, California

Shokunin, Inc. - Thousand Oaks, California

CSIS Insurance Services, Inc. - Thousand Oaks, California

Barkley Risk Management & Insurance - Oxnard, California

Summit Financial Group - La Mesa, California

Veronica's Insurance - Santa Clarita, California

JSG Insurance Services - Valencia, California

Sherfina Advisors - Ameriprise Financial Services, LLC - Newbury Park, California

New Era Debt Solutions - Camarillo, California

Forum Financial Management, LP - Thousand Oaks, California