Partners

GOLD

Bluerock Capital Management
John Sorrell
(925) 858-2497

David Shaffer Insurance Services
David Shaffer
(925) 944-7100

Invesco Funds
Alex Hayes
(925) 765-9745

Ivy Funds
Kurtis Cicero, CFA
(480) 549-0359

Litman Gregory
Chad Perbeck
(925) 253-5245

MFS Investment Management
Corey Silva
(415) 676-7801

Orinda Asset Management
Craig Kirkpatrick
(925) 402-1678

Signet Mortgage Corporation
Clay Selland
(925) 807-1500 ext. 303

Stonecrest Managers
Kara Paik
(415) 840-6815

Susan Danzig LLC
Susan Danzig
(925) 954-1773

SILVER

American Century Investments
Tod McMichael

Cantor Fitzgerald
John Bacigalupi
(925) 548-2293

Flex Shares-Northern Trust
John Jordan
(707) 696-0190

Diamond Hill Capital Management
Joe Penner
(925) 437-8678

Hennessy Funds
AJ Hennessy
(800) 966-4354

IMD Goldman Sachs
Brian Nash
(773) 304-8627

Jackson
Brian Carlson
(925) 787-7343

Lincoln Financial
Alanah Egan
(925) 659-0203

Mutual of Omaha – Mortgage
Amanda Keith – – (415) 747-5668
Rick San Vicente – – (925) 848-6575

Russell Investments
Mike Whitney
800 787-7354

State Street Global Advisors
Chris Murphy, CIMA®
(415) 260-8308

TD Ameritrade
Jeff Zabel
(425) 270-9447

The Financial Services Network
Tom Croxton
(858) 414-5430

UC Berkeley Extension
Heather C. Liston, CFP®, EA
(510) 643-2331

Voya Investment Management
Joe Yastrub
(516) 695-6234