Holland David CPA - Palo Alto, California

C.M. Capital Corporation - Palo Alto, California

The Traum Vaughan Group - Morgan Stanley - Menlo Park, California

WeAdmit Technologies, Inc. - Menlo Park, California

Merrill Lynch Private Wealth Advisor Alina Lloyd - Palo Alto, California

Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™ - Mountain View, California

Abundance Wealth Planning, a Farther (Financial Life Focus) company - Newark, California

Financial Engines Advisor Center - Palo Alto, California

Parsons Wealth Management - Half Moon Bay, California

Stanford Graduate School of Business - Stanford, California