Lee Corey & The Corey Team
Mark Cortazzo
Shaun and Ashley Cosby
Douglas Coughlin
Keith Coutant
Kevin M. Coutant
Justin Covey
Trent Cowles
Brett Crawford
Dan Cunningham
The Cunningham Group at
Morgan Stanley
Jack D. Polcar
Stephen Davis
Thomas W. Byrne and Edythe
De Marco
Danny and Veronica DeHoney
Greg DeLong
Sean V. Dillon
Robert DiSabato
Eric A. Diton
Ileana Dominguez
Buff Dormeier
Marcos and Claudia Douer
Jason Douglas
Valerie B. Dugan
Walter Duke
Thad Dulin
Patrick Dwyer
Nick and Melissa Economos
Wendy Eddy
Mark Anthony Eidlin
Erick J. Ellsweig
Dwight H. Emanuelson, Jr.
Elizabeth Engelmann and John
Toycen
Charles and Jean Eschmann
A.J. Fechter
Mark and Caren Fendrick
Barbara Finder
Craig Findley
Brian Firring
Michael and Tiff any Fleischer
Matt Fletcher
Tom and Tamara Foley
Mario Forlini
Ben and Katie Fort
Derek Fowler
Shawn Fowler
Jeff rey Fratarcangeli
Drew Freides
Michael Freiman
David Frisch
Eric and Lori Fujimoto
Christopher Gale
Elaine Gampel and Alan
Tedeschi
Ramsin Ganji
Kelly Garton
Brett M. Gasper
Glenn Geigin
Justin Gelbman and Gina
Burns
Ray George
Michael Giacone
Lige Gillis
Patrick Gingras
Tracey Gluck
Steve Gold
Rachel Gottlieb
Ghislain Gouraige
Kathy and Dan Grasmeder
Tom and Amy Greaser
Paul and Dominique Gregory
Joe Grunfeld
Alma Guimarin
Mrs. Louise F. Gunderson
Jessica Guo
Mr. and Mrs. Rip Hale
John Halperin
Susan Harrington
D. Andrew and Storey Hart
Philippe Hartl and Monica
Erickson
Jeff Harvey
Kim Hatchett
Jeff and Stacy Hausinger
Seth A. Haye
Dean and Sandra Hedeker
James Hemenway
Steve Hepp and Kelly
Krettzman
Brian and Jane Hetherington
Brad and Allison Hill
Tom Hill
Glenn C. Hirt
Jim Hise
Eric Hokanson
Holguin & Sy Wealth
Management
Steve and Lisa Hollomon
Randy Honaker
R. Dale and Tracey Horn
Bruce and Laura Hosler
Lisa A. Hughes
Ron and Camille Hughes
Deidra Hunn
Jesse and Rachel Hurst
Rupa Jack
Don and Sarah Jackson
Jacques Financial
Jason and Ciske Johnson
Patricia Johnson
Richard Jones
Robyn and J. D. Joyce
R. Jeff rey Judah
David Justman
Michael and Hillary Kanigher
Katherine and Matthew
Kardesch
Jessica Kartzinel
Gregg Kaufman
Kaufman Katz Group at
Morgan Stanley
Gabriela, Maximilian and
Harrison Keator
Kyle Kelley
Lisa Kent
Leonard Kichler
Tom Kilborn
Matthew and Margaret Kilmer
Kevin King
Mehmet L. Kirdar
Emily and Neil Kishter
Sonny Kothari
Ira and Lisa Kravitz
Grant and Heejung Kubota
Jacque Kuchta
Kathleen Lach-Rowan and
Dan Rowan
Alexander C. Ladage
John Lahoud
Patrick and Angela Larkin
Katie Larsen
Joe Laszewski
Nate and Alyssa LeGrand
Larry Leppo
Ben LeshemRory and Laura Lindquist
Eddie and Angie Link
Liotta Osterman
Jana Lisle Parham
Matthew and Jaclyn Little
Dana Locniskar
Rod and Tracy Loewenthal
Debra Logan
Ryan and Danielle Long
Frazier Frazier and Jones
Wealth Management, Becky
Frazier, Alex Frazier, Chris
Jones
Craig and Ania Macomber
Janelle and Mark Maggs
Thomas Mahoney
Drew Malay
Charles Margolis
Sean and Erinn Marrin
Martinelli Wealth Managment
Group
Darin Mast
Nancy Matta
Michael Matthews
Brian C. Maute
Brian Maxson
Ronald J. May
Ryan Maynard
Owen McBride
Tommy and Laura McBride
Ryan McClellan
Judith McGee, Linette
Dobbins, Jennifer Gutridge
Marvin and Jo Anne McIntyre
James McLaughlin
Mark and Debbie McLeland
Marco Mendoza
Andrew Meredith
Araya and Amber L. Mesfi n
Mr. and Mrs. Lewis A. Metzger
Garry and Estella Michaelis
Mitzi and Rick Michaelson
Frank Migliazzo
David Miller
Kevin B. Miller
Travis Miller
Jason Mingelgreen
Kimberly Mitchell
Pamela Mitchell
Edward Moldaver
Anthony and Saba Mona
Paul and Megan Monacelli
Frank and Nichola Moore
Michael and Leslie Moskowitz
Mary Mullin
Timothy Mullins
Munster Family
Gregory and Tracy Murphy
William Murphy Cleveland
Wealth Management
Travis Musgrave
Kevin and Lois Myeroff
Steve Nagel
Nemes Rush Private Wealth
Management
LaDonna Nicholson
James Nolte
Sharon Oberlander
Wally and Helen Obermeyer
Michael J. O’Brien
Michele B. O’Connor
Patrick O’Donnell
Lee Oleinick
Michael OlmosSteven and Susan Ossewaarde
Robert and Mary Outtrim
Tim Pagliara
Robert and Danielle Paolucci
George Papadoyannis
Parry Wealth Management
Team at Merrill Lynch
Edward and Patricia Patzer
The Pearly Family
Max and Mindy Peckler
The Charles J. and Jan M.
Petredis Family
Lisa A. Petrie
Ali Flynn Phillips
Randall C. Pickett
Cathy and Fred Pierce
Holley Pierce
Mark Pittman
Andrew Plum
Michael Poppo
Barry Porter
Shirley Quakenbush
Michael and Billie Jo Radecke
Heather and Jason Redpath
Mary and Bart Reese
Robin Reich and Michiel Schuit
Candace Rey
Brett Rhode
Shelley Richardson
Peter Rohr
William Rose
Marc Rosenbach
Peter W. Rosenthal
Stephen Ross
Steve Rothman
Jeff Roundy
Emily Rubin
Lawrence and Camille
Rubinstein
Peter and Gwen Rukeyser
Patrick Rush
Steve Russell
Lori Sackler
Greg Sarian
Stephanie Saunders
Sara Saxe
Beth Scanlan
Joseph Schirripa
Paul Schluckebier
Schmidt Financial Group on
behalf of clients
Bill Schoff
Schroeder & Associates
Todd and Tina Schroeder
Mark Schulten
Andrew Schultz
Michael and Lisa Schweitzer
Paul and Emily Scranton
Rob Sechan
Greg Segal
Jon Shane
Andrew Shantz
Kenneth Shapiro
Michael Shapiro
Andy Shaw
David Sheppard
Svitlana and Brian Sheppard
John and Kellie Sheryak
Fareed and Laura Siddiq
Scott and Deborah Siegel
Todd Silaika
Carter Sims
Geoff rey Sisk
Dianna SmithGary D. Smith
Michael Smith & Associates
Eric Snyder
Jay Sofranko
Melissa Spickler
Ryan Sprowls
Dustin and Candis Stanton
Margaret C. Starner
Philip and Lisa Stein
Ron and Claudia Stenger
Michael Stevens
Douglas Stockslager
Brett Stone
Glen and Krista Strauss
Joyce Streithorst
Pam and Steve Stroker
Alex Sugar
Ms. Pat H. Swanson
Gary Swearingen
Drew and Dallas Swedlund
Jeff Swett
Erik and April Syverson
Funling Tang
Juan C. Tapia Camou
Jim Taylor
Katie Thompson
Ms. Katie Thompson
Mark and Sue Thorndyke
Sal Tiano
Andy and Kerri Timmerwilke
Paul Toby
Dan and Shari Torbeck
Trindle Wealth Management of
Morgan Stanley
Kristen Trovas
Marc Tucci
Thomas Vacheron
Michael and Candace Valdes
Louie A. Valdez
Paul and Emily Van Hoorickx
Alexandra VanMeurs and
Richard Nelson
Mr. & Mrs. S. Chuck Viator
Jeff Vincent and Family
Todd H. Vraldsted
Roger and Augelle Wacker
The Cribari Waggoner Team
Robert J. Waldele
Mr. Robert and Mrs. Aileen
Walter
Howard Waltuch
Theresa and Lyle Ward
Jordan and Caren Waxman
Jason Weaver
Scott Weber
Judith Webitt
Mike Weinberg
Ronald Weiner
Robert Weis
Doug and Lori Wenzel
Jeff and Kim Werdersheim
Jennifer and Blaine Werner
Bob and Mary Wert
William A Whichard, Jr. and
Maureen Brinson
Kurt Whitesell
Alan Whitman
Buck and Ellen Wiley
Betsi and Tad Willenbrock
Gary Williams
John and Kristin Williams
Roy and Janet Williams
Carol Wilshire
Scott WilsonJack Wong of the Mountain
View Group
Paul Wood
John Woolard
Andrew Worthington
Christopher Yalanis
Stephen Yianakopolos
Anh and Scott Young
Reza Zafari
Rebecca and Andy Zager
T.J. and Aubrey Zak
Aric and Sabrina Zamel
The Summa Group - Brian
Werdersheim
Don Barry
John Blau
Scott Brown
Steven and Andrea Flagg
David Foote
Richard and Kimberly Hazzouri
Spencer Nurse
Lee Samson
James Small
Robert Gach
Gotham Asset Management
Elizabeth Angelone
Sergio Forlini
Marie McBride
Michael Tobin
Michael Haskell
Kent Pearce
Brian Schiller
Jimmy Klein
Jason B. Miyashita
Nichole Raftopoulos
Ryan Weber
Richard Zinman
Mark Kravietz
Marylee Smith
Grape Creek Vineyards
Randal Keeth
James Leonard
Richard Blosser
Andrea Marvin
David and Evelyn Hou
Ike Brown
Allan J. Flader
Peter Disch
Johanna Kidwell
First Eagle Investment
Management
Tom and Tamara Foley
Gregory Mulligan
James Schneiderman
Elaine Keyes
Meridee Ofstedahl
BlackRock Financial
Management
James Fort
Sharon Hayut
Barbara Stuempfi g
Merrill Lynch
Allie and Barbara Resnik
Anita Starkoff
Jason and Jaclyn Brodie
Maddi and Wes Finch
Henry and Jane Mentle
Bernard Rabbino
Charles and Barbara Poncher