Abacus Wealth Partners

429 Santa Monica Blvd., Suite 500, Santa Monica 90401

abacuswealth.com

Chief Investment Officer:

Darius Gagne

888-422-2287

Acacia Wealth Advisors | HighTower Advisors

245 South Beverly Drive, Beverly Hills, 90212

acaciawealth.com

Chief Investment Officer:

Alev Lewis, Managing Director, Partner

310-246-0530

Advanced Research Investment Solutions

10635 Santa Monica Blvd, Suite 240, Los Angeles 90025

arisconsulting.com

Chief Investment Officer:

Alex Shahidi

424-283-3800

AdvicePeriod

2121 Avenue of the Stars, Suite 2350, Los Angeles 90067

adviceperiod.com

Chief Investment Officer:

Nathan Sonnenberg

424-281-3600

American Realty Advisors

515 S. Flower St., 49th Floor, Los Angeles 90071

aracapital.com

Chief Investment Officer:

Kirk Helgeson

213-233-5700

AMI Asset Management Corp.

10866 Wilshire Blvd., Suite 770, Los Angeles 90024

amiassetmanagement.com

Chief Investment Officer:

Chris Sessing

424-320-4000

Analytic Investors, part of Wells Fargo Asset Management

555 W. 5th St., 50th Floor, Los Angeles 90013

wellsfargoassetmanagement.com

Chief Investment Officers:

Dennis Bein

Gregory McMurran

213-688-3015

Angeles Investment Advisors

429 Santa Monica Blvd., Suite 650, Santa Monica 90401

angelesadvisors.com

Chief Investment Officer:

Michael Rosen

310-393-6300

Ares Management

2000 Avenue of the Stars, 12th Floor, Los Angeles 90067

aresmgmt.com

310-201-4100

Aristotle Capital Management

11100 Santa Monica Blvd., Suite 1700, Los Angeles 90025

aristotlecap.com

Chief Investment Officer:

Howard Gleicher

310-478-4005

Aspiriant Wealth Management

11100 Santa Monica Blvd., Suite 600, Los Angeles 90025

aspiriant.com

Chief Investment Officer:

Rob Francais, CEO, Partner

310-806-4000

Avitas Wealth Management

1901 Avenue of the Stars, Suite 1901, Los Angeles 90067

avitaswealth.com

Chief Investment Officer:

Russell Evans, Managing Principal

424-371-9010

Bay Mutual Financial

1460 4th St., Suite 212, Santa Monica 90401

baymutual.com

Chief Investment Officer:

Martin “Bud” Pernoll

310-586-3222

Beach Point Capital Management

1620 26th St., Suite 6000N, Santa Monica 90404

beachpointcapital.com

Chief Investment Officers:

Carl Goldsmith

Scott Klein

310-996-9700

Bel Air Investment Advisors

1999 Avenue of the Stars, Suite 3200, Los Angeles 90067

belair-llc.com

310-229-1500

BNY Mellon Wealth Management

10250 Constellation Blvd., Suite 210, Los Angeles 90067

bnymellonwealth.com

Chief Investment Officer:

Robert kricena, Regional President

424-277-6829

Bridge Advisory

123 S. Marengo Ave., Suite 200, Pasadena 91101

bridgeadvisory.com

626-795-3062

Chief Investment Officers:

David Penniall, President, CEO

Justin Dyer, CIO, CEO

Broadshore Capital Partners

11755 Wilshire Blvd., Suite 1350, Los Angeles, 90025

broadshore.com

Chief Investment Officers:

Bradford Howe

Bleecker Seaman III

800-261-4481

Camden Asset Management

2029 Century Park East, Suite 2010, Los Angeles 90067

camdenasset.com

Chief Investment Officer:

John Wagner

310-203-4200

Camden Capital

2301 Rosecrans Ave., Suite 2110, El Segundo 90245

camdencapital.com

Chief Investment Officer:

John Krambeer

310-725-0210

Canyon Partners

2000 Avenue of the Stars, 11th Floor, Los Angeles 90067

canyonpartners.com

Chief Investment Officers:

Joshua Friedman

Mitchell Julis

310-272-1000

Capital Group

333 S. Hope St., Los Angeles 90071

thecapitalgroup.com

Chief Investment Officer:

Timothy Armour

213-486-9200

Capital Group Private Client Services

333 S. Hope St.,Los Angeles 90071

thecapitalgroup.com/pcs

Chief Investment Officer:

William Robbins

866-421-2166

Capital Research + Consulting

15 S. Raymond Ave., Suite 200, Pasadena 91105

capitalresearchandconsulting.com

Chief Investment Officer:

John Odell

626-844-1440

Causeway Capital Management

11111 Santa Monica Blvd., 15th Floor, Los Angeles 90025

causewaycap.com

Chief Investment Officer:

Sarah Ketterer

310-231-6100

CBRE Global Investors

601 S. Figueroa St., 49th Floor, Los Angeles 90017

cbreglobalinvestors.com

Chief Investment Officer:

Ritson Ferguson

213-683-4200

Churchill Management Group

5900 Wilshire Blvd., Suite 400, Los Angeles 90036

churchillmanagement.com

Chief Investment Officer:

Randy Conner

877-937-7110

CitizensTrust Wealth Management

1010 E. Colorado Blvd., Pasadena 91106

cbbank.com/investing

Senior VP & Chief Investment Officer:

Don Evenson

626-564-6252

City National Bank

555 S. Flower St., Los Angeles 90071

cnb.com

Chief Investment Officer:

Garrett D’Alessandro

310-888-6300

Clifford Swan Investment Counselors

177 E. Colorado Blvd., Suite 550, Pasadena 91105

cliffordswan.com

Chief Investment Officer:

Peter Boyle

626-792-2228

Cliffwater

4640 Admiralty Way, 11th Floor, Marina del Rey 90292

cliffwater.com

Chief Investment Officer:

Stephen Nesbitt

310-448-5000

Coast Asset Management

11150 Santa Monica Blvd., Suite 1400, Los Angeles 90025

coastasset.com

Chief Investment Officer:

Dave Smith

310-576-3500

Colony Capital Inc.

515 S. Flower St., 44th Floor, Los Angeles 90071

clns.com

Chief Investment Officer:

Kevin Traenkle

310-282-8820

Cove Street Capital

2101 E. El Segundo Blvd., Suite 302, El Segundo 90245

covestreetcapital.com

Chief Investment Officer:

Jeff Bronchick

424-221-5897

Covington Capital Management

601 S. Figueroa St., Suite 2000, Los Angeles 90017

covingtoncapitalmanagement.com

Chief Investment Officer:

Gary Arakawa

213-629-7500

Crescent Capital Group

11100 Santa Monica Blvd., Suite 2000, Los Angeles 90025

crescentcap.com

Investment Committee:

310-235-5900

CS Capital Management Inc.

2274 E. Maple Ave., El Segundo 90245

cscapitalinc.com

Chief Investment Officer:

Michael McHargue

310-988-7300

D.A. Davidson & Co.

624 S. Grand Ave., 26th Floor, Los Angeles 90017

dadavidson.com

213-620-1850

Dalton Investments

1601 Cloverfield Blvd., Suite 5050 N, Santa Monica 90404

daltoninvestments.com

Chief Investment Officer:

James Rosenwald III

424-231-9100

DoubleLine Capital

333 S. Grand Ave., 18th Floor, Los Angeles 90071

doubleline.com

Chief Investment Officer:

Jeffrey Gundlach

213-633-8200

Empyrean Capital Partners

10250 Constellation Blvd., Suite 2950, Los Angeles 90067

empyrean.com

Chief Investment Officer:

Amos Meron

310-843-3000

EP Wealth Advisors

21515 Hawthorne Blvd., Suite 1200, Torrance 90503

epwealth.com

Chief Investment Officer:

Kevin Ashworth

310-543-4559

Everett Harris & Co.

801 S. Figueroa St., Suite 2050, Los Angeles 90017

everettharris.com

Chief Investment Officer:

Jim Ward

213-625-2677

Fiduciary Trust International

444 S. Flower St., Suite 3200, Los Angeles 90071

fiduciarytrust.com

Chief Investment Officer:

Ronald Sanchez

800-421-9683

First Quadrant

800 E. Colorado Blvd., Suite 900, Pasadena 91101

firstquadrant.com

Chief Investment Officer:

Max Darnell

626-795-8220

First Western Capital Management

1901 Avenue of the Stars, Suite 200, Los Angeles 90067

fwcapmgmt.com

Chief Investment Officer:

Barry Julien

310-229-2940

Flaherty & Crumrine Inc.

301 E. Colorado Blvd., Suite 720, Pasadena 91101

flaherty-crumrine.com

Investment Committee:

626-795-7300

Focused Investors

1999 Avenue of the Stars, Suite 3320, Los Angeles 90067

focusedinvestors.com

Chief Investment Officer:

Bruce Veaco

310-734-1200

FPA

11601 Wilshire Blvd., Suite 1200, Los Angeles 90025

fpafunds.com

800-982-4372

Gamble Jones Investment Counsel

301 E. Colorado Blvd., Suite 802, Pasadena 91101

gamblejones.com

626-795-7583

Gerber Kawasaki Wealth & Investment Management

2716 Ocean Park Blvd., #2022, Santa Monica 90405

gerberkawasaki.com

Chief Investment Officer:

Ross Gerber, President and CEO

310-399-6397

Glendon Capital Management

1620 26th St., Suite 2000N, Santa Monica 90404

Chief Investment Officer:

Matthew Barrett

310-907-0450

Granite Investment Partners

2321 Rosecrans Ave., Suite 4200, El Segundo 90245

granitepartners-llc.com

310-933-4292

Griffin Capital Co.

1520 E. Grand Ave., El Segundo 90245

griffincapital.com

Chief Investment Officer:

Kevin Shields

310-469-6100

Guggenheim Partners Investment Management

100 Wilshire Blvd., Santa Monica 90401

guggenheimpartners.com

Chief Investment Officer:

Scott Minerd

310-576-1270

Halbert Hargrove

111 Ocean Blvd., 23rd Floor, Long Beach 90802

halberthargrove.com

Chief Investment Officer:

Russ Hill

562-435-5657

HCR Wealth Advisors

10866 Wilshire Blvd., Suite 1600, Los Angeles 90024

hcrwealth.com

Chief Investment Officer:

Jordan Kahn

310-473-5445

Hotchkis and Wiley Capital Management

601 S. Figueroa St., #3900, Los Angeles 90017

hwcm.com

Chief Investment Officer:

George Davis

213-430-1000

Howard Capital Management

11601 Wilshire Blvd., Suite 2080, Los Angeles 90025

howardcapital.com

Chief Investment Officer:

David Robinson

310-473-9100

Huber Capital Management

2321 Rosecrans Ave., Suite 3245, El Segundo 90245

hubercap.com

Chief Investment Officer:

Joseph Huber

310-207-8400

Joel R. Mogy Investment Counsel Inc.

315 S. Beverly Drive, Suite 400, Beverly Hills 90212

mogy.com

Chief Investment Officer:

Joel Mogy

310-552-0529

Kayne Anderson Capital Advisors

1800 Avenue of the Stars, Third Floor, Los Angeles 90067

kaynecapital.com

Chief Investment Officer:

Bob Sinnott

800-638-1496

Kayne Anderson Rudnick Investment Management

1800 Avenue of the Stars, Second Floor, Los Angeles 90067

kayne.com

Chief Investment Officer:

Douglas Foreman

800-231-7414

Lasalle Investment Management

2141 Rosecrans Ave., Suite 6100, El Segundo 90245

lasalle.com

Chief Investment Officers:

Glenn Sonnenberg, President, CEO

424-294-3400

Chip Sellers, EVP

Lido Advisors

1875 Century Park East, Suite 950, Los Angeles 90067

lidoadvisors.com

Chief Investment Officer:

Jeff Garden

310-278-8232

Lindbrook Capital

10877 Wilshire Blvd., Suite 2000, Los Angeles 90024

lindbrookcapital.com

Chief Investment Officer:

Ben Posen

424-208-8000

Los Angeles Capital Management and Equity Research

11150 Santa Monica Blvd., Suite 200, Los Angeles 90025

lacapm.com

Chief Investment Officer:

Hal Reynolds

310-479-9998

LourdMurray

9777 Wilshire Blvd., Suite 1018, Beverly Hills 90212

lourdmurray.com

Chief Investment Officers:

Blaine Lourd

Palmer Murray

310-300-9898

Main Street Advisors

3110 Main St., Suite 310, Santa Monica 90405

Chief Investment Officer:

Paul Wachter

310-392-7607

Mar Vista Investment Partners

11150 Santa Monica Blvd., Suite 320, Los Angeles 90025

marvistainvestments.com

310-917-2800

Mason & Associates Inc.

7474 North Figueroa Street, Los Angeles, 90041

masonlifeplanning.com

Chief Investment Officer:

Brent M. Mason, President

323-254-3072

Merrill Lynch

333 S. Hope St., Los Angeles 90071

ml.com

Chief Investment Officer:

Christopher Hyzy

800-937-0620

Mesa West Capital

11755 Wilshire Blvd., Suite 2100, Los Angeles 90025

mesawestcapital.com

Chief Investment Officer:

Jeff Friedman

310-806-6300

Miracle Mile Advisors

11300 W. Olympic Blvd., Suite 800, Los Angeles 90064

miraclemileadvisors.com

Chief Investment Officer:

Brock Moseley

310-246-1243

Morgan Stanley

444 S. Flower St., 34th Floor, Los Angeles 90071

morganstanley.com

213-486-8811

Morton Capital Management

27200 Agoura Road, Suite 200, Calabasas 91301

mortoncapital.com

Chief Investment Officer:

Sasan Faiz

818-222-4727

North Pier Fiduciary Management

4333 Admiralty Way, Suite G1-West, Marina del Rey 90292

npier.com

Chief Investment Officer:

James Scheinberg

800-403-7065

Northern Trust

2049 Century Park East, Suite 3600, Los Angeles 90067

northerntrust.com

Chief Investment Officer:

Richard Barnett

800-257-0901

Northwestern Mutual Los Angeles

515 S. Flower Street, 34th Floor, Los Angeles, 90071

nm.com

Chief Investment Officer:

Matthew Plocher, Managing Partner

213-243-7000

NWQ Investment Management Co.

2049 Century Park East, 16th Floor, Los Angeles 90067

nwq.com

Chief Investment Officer:

Jon Bosse

310-712-4000

Oaktree Capital Management

333 S. Grand Ave., 28th Floor, Los Angeles 90071

oaktreecapital.com

Chief Investment Officer:

Bruce Karsh, President

213-830-6300

One Capital Management

3075 Townsgate Road, Suite 350, Westlake Village 91361

onecapital.com

Chief Investment Officer:

Steven Cowley

805-409-8150

Pacific Income Advisers

1299 Ocean Ave., Second Floor, Santa Monica 90401

pacificincome.com

Chief Investment Officer:

Lloyd McAdams

310-393-1424

Paladin Realty Partners

10880 Wilshire Blvd., Suite 950, Los Angeles 90024

paladinrealty.com

Chief Investment Officer:

Randall Loker

310-996-8766

Palisades Group

2001 Wilshire Blvd., #500, Santa Monica 90403

palisades.us.com

Chief Investment Officer:

Jack Macdowell

424-280-7560

Patterson Capital Corp.

11100 Santa Monica Blvd., Suite 1950, Los Angeles 90025

pattersoncapital.com

Chief Investment Officer:

Joseph Patterson

310-556-2496

Payden & Rygel

333 S. Grand Ave., Suite 3200, Los Angeles 90071

payden.com

Investment Committee:

213-625-1900

Poplar Forest Capital

70 S. Lake Ave., Suite 930, Pasadena 91101

poplarforestllc.com

Chief Investment Officer:

Dale Harvey

626-304-6000

Post Advisory Group

2019 Century Park East, Suite 3050, Los Angeles 90067

postadvisory.com

Chief Investment Officer:

Jeffery Stroll

310-996-9600

Primecap Management Co.

177 E. Colorado Blvd., 11th Floor, Pasadena 91105

primecap.com

626-304-9222

RNC Genter Capital Management

11601 Wilshire Blvd., 25th Floor, Los Angeles 90025

rncgenter.com

Chief Investment Officer:

Daniel Genter

800-877-7624

Rothschild Credit Management (North America)

633 W. 5th St., Suite 6700, Los Angeles 90071

rothschild.com

Chief Investment Officer:

Michael Hatley

213-621-3700

Salient Wealth Planning Group

1230 Rosecrans Avenue, Suite 350, El Segundo, 90266

salientwpg.com

Chief Investment Officer:

John Schlatter, Founding Partner

310-531-1021

Santa Barbara Asset Management

2049 Century Park East, 17th Floor, Los Angeles 90067

sbasset.com

Chief Investment Officer:

David A. Chalupnik

310-552-5100

Sierra Investment Management Inc.

3420 Ocean Park Blvd., Suite 3060, Santa Monica 90405

sierrainvestment.com

Chief Investment Officer:

Terri Spath

310-452-1887

Signature Estate & Investment Advisors

2121 Avenue of the Stars, Suite 1600, Los Angeles 90067

seia.com

Chief Investment Officer:

Deron McCoy

310-712-2323

SSI Investment Management

9440 Santa Monica Blvd., Eighth Floor, Beverly Hills 90210

ssi-invest.com

Chief Investment Officer:

George Douglas

310-595-2000

Summa Group of Oppenheimer & Co.

10880 Wilshire Blvd., 24th Floor, Los Angeles 90024

opco.com/summagroup

Chief Investment Officers:

Brian Werdesheim

Jeffrey Werdesheim

310-446-7501

TCW Group Inc.

865 S. Figueroa St., Suite 1800, Los Angeles 90017

tcw.com

Chief Investment Officers:

Michael Reilly

Tad Rivelle

213-244-0000

Tortoise Credit Strategies

555 W. 5th St., Suite 3700, Los Angeles 90013

tortoiseadvisors.com

Chief Investment Officer:

Brad Beman

213-687-9170

U.S. Bank

633 W. 5th St., Los Angeles 90071

usbank.com

Chief Investment Officer:

Eric Freedman

213-615-6566

UBS Financial Services Inc.

2000 Avenue of the Stars, Seventh Floor, Los Angeles 90067

ubs.com

Chief Investment Officer:

Michael Ryan

888-843-6991

Vida Private Wealth

155 N. Lake Avenue, Suite 800, Pasadena, 91101

vidapw.com

Chief Investment Officer:

Mike Alves, Managing Director, Founder

626-993-6723

Wells Fargo & Co.

707 Wilshire Blvd., Los Angeles 90017

wellsfargo.com

Chief Investment Officer:

Adam Taback

800-869-3557

Wescap Group

330 N. Brand Blvd., Suite 1150, Glendale 91203

wescapgroup.com

Chief Investment Officer:

Joel Edstrom

818-563-5170

Western Asset Management Co.

385 E. Colorado Blvd., Pasadena 91101

westernasset.com

Chief Investment Officer:

Kenneth Leech

626-844-9400

Western International Securities Inc.

70 S. Lake Ave, 7th Floor, Pasadena 91101

wisdirect.com

Chief Investment Officer:

Donald Bizub

310-846-3700

Westmount Asset Management

2049 Century Park East, Suite 2500, Los Angeles 90067

westmount.com

Chief Investment Officer:

Jim Berliner

310-556-2502

Whittier Trust Co.

1600 Huntington Drive, South Pasadena 91030

whittiertrust.com

Chief Investment Officer:

Sandip Bhagat

626-441 5111

Wilshire Associates Inc.

1299 Ocean Ave., Suite 700, Santa Monica 90401

wilshire.com

Chief Investment Officer:

Joshua Emanuel

310-451-3051

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