2017 CSMFO Annual Conference … Eden Eadie & Payne LLP, CPAs Partner‐in‐charge of...

Last Name

Huntington

Stripling

Durante

Rodriguez

Bellitire

Schoeppe

Porges

Andrews

Villasenor

Haddock

First Name

Hilary

Brendan

Kimberly

Melissa

Richard

Thomas

Andrew

Richard

Michael

Veronica

Company

A. Maze Inc.

Accela

AccuFund

Albert A. Webb Associates

Assured Guaranty

Banc of California

Bank of America Merrill Lynch

President

Business DevelopmExecutive

Account Executive

Reseller

Sales Manager

Managing Director

Director, MunicipaFinance

Finance Manager

Director

Senior Director DivHead

SVP ‐ Senior Direct

Director

2017 CSMFO

Commercial

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Last Name First Name Company Title Phone Email Address City State Zip

Ines Jared Bank of America Merrill Lynch

Vice President 415‐913‐2830 jared.ines@baml.com 555 California St., Ste. 1160

San Francisco CA 94104

Millard Jonathan Bank of America Merrill Lynch

Senior Vice President 415‐913‐2834 jonathan.millard@baml.com 555 California St., Ste. 1160

Ramirez Patty Bank of America Merrill Lynch

Director 714‐577‐1494 patty.ramirez@baml.com 275 Valencia Avenue Brea CA 92823

Becker Lori Bank of the West Senior Relationship Manager, Government

415‐399‐7225 lori.becker@bankofthewest.com 180 Montgomery Street.

Campbell Daniel Bank of the West Government Relationship Manager

916‐552‐4423 daniel.campbell@bankofthewest.com 500 Capitol Mall, Suite 1200

Sacramento CA 95814

Day Malisa Bank of the West Vice President 323‐727‐3646 malisa.day@bankofthewest.com 300 S Grand Ave Los Angeles CA 92683

Ng Lily Bank of the West Director, Govt Banking Dept Manager

916‐552‐4404 lily.ng@botw.com 500 Capitol Mall, Suite 1200

Sacramento CA 95814

Lin Bianca Bartel Associates, LLC

Actuary 650‐377‐1604 blin@bartel‐associates.com 411 Borel Ave San Mateo CA 94402

Pryor Doug Bartel Associates, LLC

Vice President 650‐377‐1602 dpryor@bartel‐associates.com 411 Borel Avenue San Mateo CA 94402

Redding Mary Beth Bartel Associates, LLC

Actuary 626‐808‐2157 mbredding@bartel‐associates.com Borel Ave San Mateo CA 94402

Manning James BBVA Compass Senior Vice President 602‐778‐0795 james.manning@bbva.com 2850 E Camelback Rd., Ste. 140

Phoenix AZ 85016

Dotson Michele BerryDunn 207‐842‐8026 mdotson@berrydunn.com 2415 East Camelback Road

Phoenix AZ 85016

Hedstrom Seth BerryDunn 207‐541‐2212 shedstrom@berrydunn.com 3415 East Camelback Road

Pheonix AZ 85016

Byrens Kim Best Best & Kreiger Attorney 951‐826‐8273 kim.byrens@bbklaw.com 3390 Univeristy Avenue Riverside CA 92501

Shah Mrunal Best Best & Kreiger Attorney 951‐826‐8259 mrunal.shah@bbklaw.com 3390 Univeristy Avenue Riverside CA 92501

Casterline Glenn BLX Group LLC Managing Director 213‐612‐2229 gcasterline@blxgroup.com 777 South Figueroa Street, Suite 800

Los Angeles CA 90017

Kron Amy BLX Group LLC Senior Investment Officer

201‐963‐6663 akron@blxgroup.com 1253 Garden Street Hoboken NJ 7030

Nguyen Vo BLX Group LLC Associate Director 213‐612‐2152 vnguyen@blxgroup.com 777 South Figueroa Street

Libunao Josephine BNY Mellon Team Leader/Vice President

415‐263‐2418 josephine.libunao@bnymellon.com 100 Pine St, Ste 3200 San Francisco CA 94111

Scherer Debbie BNY Mellon Vice President 602‐402‐2939 deborah.scherer@bnymellon.com 4761 N 150th Ave Goodyear AZ 85395

Sokolowski Cathy BNY Mellon Managing Director 214‐468‐6562 cathleen.sokolowski@bnymellon.com 2001 Bryan St Dallas TX 75201

Brandis Rick Brandis Tallman, LLC

Principal 415‐912‐5633 rbrandis@brandistallman.com 22 Battery Street, Suite 500

Tallman Nicki Brandis Tallman, LLC

Principal 415‐912‐5632 ntallman@brandistallman.com 22 Battery Street, Suite 500

Cabezzas Melissa Brown Armstrong Accountancy Corporation

Audit Manager 888‐565‐1040 mcabezzas@bacpas.com 4200 Truxtun Ave., Suite 300

Bakersfield CA 93309

Sanchez Alaina Brown Armstrong Accountancy Corporation

Audit Manager 888‐565‐1040 asanchez@bacpas.com 4200 Truxtun Ave., Suite 300

Bakersfield CA 93309

Capell Mark Build America Mutual

Vice President, Public Finance, West Reg

415‐858‐1007 mcapell@buildamerica.com 101 California St, 29th FL

Vaisman Alex Build America Mutual 415‐858‐1004 avaisman@buildamerica.com

101 California Street, 29th Floor

Lee John CA Infrastructure & Economic Dev.

Municipal Finance Specialist

916‐341‐6651 john.lee@ibank.ca.gov 1325 J Street, Suite 1823

Sacramento CA 95814

Rennie Jim CA Infrastructure & Economic Dev.

Municipal Finance Specialist

916‐341‐6699 stacy.corcoran@ibank.ca.gov 1325 J Street, Suite 1823

Sacramento CA 95814

Miller Michael California Bank & Trust

AVP, Relationship Manager IV

213‐593‐3151 michael.miller2@zionsbancorp.com Zions Bancorporation Los Angeles CA 90071

McCormick Neil California Special Districts Alliance

Chief Executive Officer 877‐924‐2732 neilm@csda.net 1112 I Street #200 Sacramento CA 95814

Wood Rick California Special Districts Alliance

Finance & Administration Director

877‐924‐2732 rickw@csda.net 1112 I Street #200 Sacramento CA 95814

Bugarin Sonia CalPERS 916‐795‐0891 sonia.bugarin@calpers.ca.gov 400 Q Street Sacramento CA 95811

Lookingbill Karen CalPERS 916‐795‐1387 Karen.Lookingbill@calpers.ca.gov 400 Q Street Sacramento CA 95811

Paul Antone CalPERS 916‐795‐0986 antone.paul@calpers.ca.gov 400 Q Street Sacramento CA 95811

Perry Alisa CalPERS 916‐795‐3360 Alisa.Perry@calpers.ca.gov 400 Q Street Sacramento CA 95811

Walker Wade Caselle Territory Manager 801‐850‐5085 pww@caselle.com 1656 S East Bay Blvd #100

Provo UT 84606

Elliott Ajalon CGI Technology & Solutions, Inc.

Senior Consultant 703‐267‐8035 ajalon.elliott@cgi.com 11325 Random Hills Road

Fairfax VA 22030

Sekulich Kelly CGI Technology & Solutions, Inc.

Director, Consulting 630‐209‐6208 kelly.sekulich@cgi.com 11325 Random Hills Road

Fairfax VA 22030

Connolly Ned Chandler Asset Management

SVP, Relationship Manager

858‐546‐3737 nconnolly@chandlerasset.com 6225 Lusk Blvd. San Diego CA 92121

Corral Mia Chandler Asset Management

SVP, Relationship Manager

858‐546‐3737 mcorral@chandlerasset.com 6225 Lusk Blvd, Suite B San Diego CA 92121

McCarry Christopher Chandler Asset Management

Vice President, Investment Consultant

800‐317‐4747 cmccarry@chandlerasset.com 6225 Lusk Blvd San Diego CA 92121

Penner Don Chandler Asset Management

EVP, Business Development

858‐546‐3737 dpenner@chandlerasset.com 6225 Lusk Blvd San Diego CA 92121

Campos Barbara Citizens Business Bank

Government Services Officer

909‐980‐4030 bacampos@cbbank.com 701 N. Haven Avenue Ontario CA 91710

George Deborah Citizens Business Bank

Senior Vice President/Manager‐Government

909‐980‐4030 dageorge@cbbank.com 701 North Haven Avenue

Ontario CA 91764

Madsen Terry ClearSource Financial Consulting

Principal Consultant 831‐288‐0608 tmadsen@clearsourcefinancial.com 7960 B Soquel Drive, #363

Aptos CA 95003

Christensen Ben Clearwater Analytics

Business Development Representative

208‐489‐3074 benchristensen@clearwateranalytics.com 777 W Main Street Boise ID 83702

Whipple Greg Clearwater Analytics

Commercial Sales Professional

208‐489‐3933 gwhipple@clearwateranalytics.com 777 W Main Street Boise ID 83702

Krout David ClientFirst Technology Consulting

Managing Partner 951‐739‐7989 dkrout@clientfirstcg.com 1181 California Avenue Corona CA 92881

Robichaud Steve ClientFirst Technology Consulting

Partner 612‐803‐8887 srobichaud@clientfirstcg.com 1181 California Avenue Corona CA 92881

Becker Pamela Columbia Capital Management, LLC.

Vice President 415‐730‐4905 pbecker@columbiacapital.com 1097 W California Ave Mill Valley CA 94941

Gutierrez Charles Complus Data Innovations 914‐747‐1200 charlesg@complusdata.com 560 White Plains Rd Tarrytown NY 10591

Rentz Jennifer Complus Data Innovations

VP ‐ Operations 914‐747‐1200 jenniferr@complusdata.com 560 White Plains Rd Tarrytown NY 10591

Monk Tyler CostTree Dot Connector 916‐273‐9821 tmonk@costtree.net 112 J Street, Suite 200 Sacramento CA 95814

Roos Jan CostTree 844‐267‐8873 jroos@costtree.net 112 J Street, Ste 200 Sacramento CA 95814

Trevino Chris CostTree Regional Sales Manager 916‐265‐2766 ctrevino@costtree.net 112 J Street, Ste 200 Sacramento CA 95814

Perez Nathan David Taussig & Associates, Inc.

Managing Director 800‐969‐4382 nperez@taussig.com 5000 Birch Street, Ste. 6000

Newport Beach

CA 92660

Roess Andrea David Taussig & Associates, Inc.

Managing Director 949‐955‐1500 andrea@taussig.com 5000 Birch Street, Suite 6000

Newport Beach

CA 92660

Ayala Shannon DAVIS FARR LLP MANAGER 760‐918‐5530 SAYALA@DAVISFARR.COM 1902 WRIGHT PLACE, SUITE 200

CARLSBAD CA 92008

Farr Jennifer DAVIS FARR LLP Partner 949‐474‐2020 jfarr@davisfarr.com 2301 Dupont Drive Irvine CA 92612

Casareno Eden Eadie & Payne LLP, CPAs

Partner‐in‐charge of Government Practice

909‐793‐2406 ecasareno@eadiepaynellp.com 1839 W. Redlands Blvd. Redlands CA 92373

Gonzales Justin Eadie & Payne LLP, CPAs 909‐793‐2406 jgonzales@eadiepaynellp.com

1839 W REDLANDS BLVD

REDLANDS CA 92373

Nguyen Hong Eadie & Payne LLP, CPAs

Manager 909‐793‐2406 hnguyen@eadiepaynellp.com PO Box 9360 Redlands CA 92375‐2560

DeMarco Joe Emphasys Software ‐ SymPro Division

Business Development Manager

510‐655‐0900 jdemarco@emphasys‐software.com 2200 Powell Street, Sutie 370

Emeryville CA 94608

Leavitt Eric Empower Retirement

Regional Sales Director 303‐737‐0079 Eric.Leavitt@empower‐retirement.com 8515 E Orchard Rd Greenwood Village

CO 80111

Allen Hunter Ferguson Waterworks Meter & Automation

831‐402‐6997 michael.gordon2@ferguson.com 620 Grace Street Monterey CA 93940

Bortoletto Mike Ferguson Waterworks Meter & Automation

Gordon Michael Ferguson Waterworks Meter & Automation

Milauskas Adam Ferguson Waterworks Meter & Automation

Sala John Ferguson Waterworks Meter & Automation

831‐402‐6997 michael.gordon2@fergusom.com 620 Grace Street Monterey CA 93940

Tracy Eric Ferguson Waterworks Meter & Automation

Saunders Debra Fidelity Capital Markets

Vice President 415‐445‐6976 debra.saunders@fmr.com 100 California Street San Francisco CA 94707

Zielinski Peter Fidelity Capital Markets

Senior Vice President 760‐602‐4283 peter.zielinski@fmr.com 500 Salem Street OS1N2

Smithfield RI 2917

Larios Maribel Fiduciary Experts LLC

CFO 951‐256‐6015 MARI@401KFE.COM 29250 Wrangler Dr Murrieta CA 92563

Fabian James Fieldman, Rolapp & Associates, Inc.

Principal 949‐660‐7307 dcoats@fieldman.com 19900 MacArthur Blvd., Ste 1100

Irvine CA 92612

Porr Robert Fieldman, Rolapp & Associates, Inc.

Sr. Vice President 949‐660‐7323 dcoats@fieldman.com 19900 MacArthur Blvd., Ste 1100

Irvine CA 92612

Sarabian Anna Fieldman, Rolapp & Associates, Inc.

Irvine CA 92612

Wiles Daniel Fieldman, Rolapp & Associates, Inc.

Irvine CA 92612

Dorsey Patrick First Billing Services CEO 937‐623‐1848 pdorsey@firstbilling.com 10510 Springboro Pike Miamisburg OH 45342

D'Avanzo Matt First Empire Securities

SVP‐Fixed Income 631‐979‐0097 mdavanzo@1empire.com 100 Motor Parkway, 2nd Floor

Hauppauge NY 11788

Davidoff Mark First Empire Securities

SVP‐Fixed Income 631‐979‐0097 mdavidoff@1empire.com 100 Motor Parkway Hauppauge NY 11788

Schiffman David First Empire Securities

Senior Financial Strategist

631‐979‐0097 dschiffman@1empire.com 100 Motor Parkway, 2nd Floor

Hauppauge NY 11788

Ribble Karen Fitch Ratings Senior Director, U.S. Public Finance

415‐732‐5611 karen.ribble@fitchratings.com 650 California Street San Francisco CA 94108

Soltz Rudd Jessica Fitch Ratings Senior Director 415‐732‐5629 jessica.soltzrudd@fitchratings.com 650 California Street San Francisco CA 94108

Legg Jerry Five Star Bank SVP ‐ Government Banking Manager

916‐640‐1512 jlegg@fivestarbank.com 2400 Del Paso Rd. Sacramento CA 95834

Blackmon Ben FTN Financial Capital Markets

Senior Vice President 901‐435‐8281 ben.blackmon@ftnfinancial.com 845 Crossover Lane, Suite 150

Memphis TN 38117

Howell Taylor FTN Financial Capital Markets 901‐435‐7995 taylor.howell@ftnfinancial.com

845 Crossover Lane, Suite 150

Memphis TN 38117

Phillips Rick FTN Financial Main Street Advisors 702‐575‐6666 rick.phillips@ftnfinancial.com

Memphis TN 38117

Rusk Daniel FTN Financial Main Street Advisors 702‐575‐6633 daniel.rusk@ftnfinancial.com

Memphis TN 38117

Moreno Roberto Government Financial Solutions, Inc.

President 831‐262‐7275 RobertoM@GovernmentFinancialSolutionsInc.com

330 Stuart Ave. Pacific Grove CA 93950

Matsumoto Michael Governmental Financial Services

Principal 714‐287‐4061 mike‐csmfo@hotmail.com 3972 Barranca Pkwy. #J‐411

Irvine CA 92606

Nachtigall‐Fournier

Jasmine GovInvest Inc 310‐371‐7106 contact@govinvest.com 3625 Del Amo Boulevard

Torrance CA 90503

Price III Ted GovInvest Inc CEO 310‐371‐7106 ted@govinvest.com 3625 Del Amo Boulevard

Torrance CA 90503

Bouley Alison Harris & Associates Director, Public Finance 949‐655‐3900 alison.bouley@weareharris.com 22 Executive Park Irvine CA 92614

Klingelhofer Dennis Harris & Associates Vice President, Public Finance

949‐655‐3900 dennis.klingelhofer@WeAreHarris.com 22 Executive Park, Suite 200

Irvine CA 92614‐4705

Bachman Tom Hdl Companies Principal 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Diamond Bar CA 91765

Brown Ken Hdl Companies Principal 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Cone Paula Hdl Companies President 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Davis Joshua Hdl Companies 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Demeduk Darlyne Hdl Companies 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Longballa Howard Hdl Companies Principa 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Nickerson Andrew Hdl Companies President 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Padilla Wayne Hdl Companies Principal 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Peasley Sheri Hdl Companies Principal 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Pierce Jennifer Hdl Companies Marketing Coordinator 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Young Bobby Hdl Companies Principal 909‐861‐4335 pfickett@hdlcompanies.com 1340 Valley Vista Drive #200

Schey David HdL Coren & Cone Vice President 909‐861‐4335 dschey@hdlccpropertytax.com 1340 Valley Vista Drive Diamond Bar CA 91765

Bloom Leslie Hilltop Securities, Inc.

Director 760‐632‐8614 leslie.bloom@hilltopsecurities.com 2533 So Coast Highway 101

Cardiff CA 92007

Cavanaugh Mike Hilltop Securities, Inc.

Managing Director 760‐632‐6824 mike.cavanaugh@hilltopsecurities.com 2533 So Coast Highway 101

Cardiff CA 92007

Curls Phillip Hilltop Securities, Inc.

Director 310‐401‐8053 phillip.curls@hilltopsecurities.com 16000 Ventura Blvd #11 Encino CA 91436

Emerson Candace Hilltop Securities, Inc.

Corporate Events Manager

214‐953‐4081 candace.emerson@hilltopsecurities.com 1201 Elm Street Dallas TX 75270

Maas Terry Hilltop Securities, Inc.

Regional Managing Director

602‐224‐7115 terry.maas@hilltopsecurities.com 2398 East Camelback Road

Phoenix AZ 85016

Smith Todd Hilltop Securities, Inc.

Managing Director 760‐632‐1347 todd.smith@hilltopsecurities.com 2533 So Coast Highway 101

Cardiff CA 92007

Sosha Nihaara Hilltop Securities, Inc.

Administrative Assistant 310‐401‐8050 nihaara.sairsingh@hilltopsecurities.com 16000 Ventura Blvd #11 Encino CA 91436

Thomas Robin Hilltop Securities, Inc.

Managing Director 760‐632‐1152 robin.thomas@hilltopsecurities.com 2533 So Coast Highway 101

Cardiff CA 92007

Yew Joseph Hilltop Securities, Inc.

Director 415‐263‐1144 joseph.yew@hilltopsecurities.com 1300 Clay Street Oakland CA 94612

Zaretsky Elena Hilltop Securities, Inc.

Director 310‐401‐8054 elena.zaretsky@hilltopsecurities.com 16000 Ventura Blvd #11 Encino CA 91436

Gill Frank Holman Capital Corporation

Vice President 949‐400‐0969 Frank.Gill@Holmancapital.com 25201 Paseo De Alicia Laguna Hills CA 92653

Armstrong Erika ICMA‐RC Regional Manager 408‐894‐8590 dhernandez@icmarc.org 2635 N First Street, Suite 207

San Jose CA 95134

Heese Laura ICMA‐RC Managing Director, Core Markets

408‐894‐8590 dhernandez@icmarc.org 2635 N. First Street, Suite 207

San Jose CA 95134

McCann Mike Inc. VP Government Finance Solutions

650‐336‐7167 ewalkeranderson@opengov.com 955 Charter Street Redwoood City

CA 94063

Sprecher Milford Information Services Group

Account Director 301‐830‐2198 milford.sprecher@isg‐one.com 525 Albany Ave. Takoma Park MD 20912

Everroad Glen INFOSEND, INC. Government Solutions 714‐993‐2690 glen.e@infosend.com 4240 E. La Palma Avenue

Anaheim CA 92807

Finnegan Jerry INFOSEND, INC. Marketing Development Director

714‐993‐2690 jerry.f@infosend.com 4240 E. La Palma Avenue

Anaheim CA 92807

Lamb Bryan Insight Investment Assistant Portfolio Manager

303‐209‐9517 bryan.lamb@insightinvestment.com 100 Saint Paul Street, Suite 620

Denver CO 80206

Witthohn David Insight Investment Senior Portfolio Manager

212‐365‐3191 dave.witthohn@insightinvestment.com 200 Park Avenue, 7th Floor

New York NY 10166

Altheide Carlyn Invoice Cloud Regional Director 781‐353‐3698 caltheide@invoicecloud.com 30 BRAINTREE HILL OFFICE PARK

BRAINTREE MA 2184

James Chelsea Invoice Cloud Regional Director 781‐267‐7303 cjames@invoicecloud.com 30 BRAINTREE HILL OFFICE PARK STE 303

BRAINTREE MA 2184

Antoine Janine J.P. Morgan Executive Director 415‐315‐4915 janine.m.antoine@jpmorgan.com 560 Mission St San Francisco CA 94105

Correa Bev J.P. Morgan Vice President 415‐315‐8803 bev.correa@jpmorgan.com 560 Mission Street San Francisco CA 94105

Hausler George J.P. Morgan Executive Director 213‐621‐8174 goerge.v.hausler@jpmorgan.com 300 South Grand Avenue

Mouradian Eric J.P. Morgan Government Relationship Manager

559‐490‐0515 Eric.Mouradian@chase.com 796 E Shaw Fresno CA 93710

Neville Art J.P. Morgan Executive Director 916‐491‐3327 art.neville@jpmorgan.com 1415 L Street Sacramento CA 95814

Pack Neil J.P. Morgan Executive Director 415‐315‐8838 neil.e.pack@jpmorgan.com 560 Mission Street San Francisco CA 94105

Sharp Marty J.P. Morgan Vice President 916‐384‐0455 marty.k.sharp@chase.com 1300 21st Street Sacramento CA 95811

Usiski Heather J.P. Morgan Executive Director 949‐833‐4279 heather.d.usiski@jpmorgan.com 3 Park Plaza Irvine CA 92614

Williams Nicole J.P. Morgan Commercial Banker 415‐315‐6903 nicole.williams@jpmorgan.com 560 Mission Street San Francisco CA 94105

Arch Joseph JJACPA,Inc. President/CEO 925‐556‐6200 joe@jjacpa.com 7080 Donlon Way Dublin CA 94568

Fama David Jones Hall, APLC 415‐391‐5780 dfama@joneshall.com 475 Sansome St. Suite 1700

Wawryzniak James Jones Hall, APLC 415‐391‐5780 jwawrzyniak@joneshall.com 475 Sansome St., Suite 1700

Darm Bordan Keenan & Associates

Account Executive 916‐859‐7160x4180

bdarm@keenan.com 2868 Prospect Park Drive

Rancho Cordova

CA 95670

Gedestad Nick Keenan & Associates

Account Executive 510‐986‐6761 ngedestad@keenan.com 1111 Broadway, Suite 2000

Oakland CA 94607

Keenan Brad Keenan & Associates

Account Executive 310‐890‐5499 bkeenan1@keenan.com 2355 Crenshaw Blvd Torrance CA 90501

Southmayd Howell Keenan & Associates

Vice President, Municipalities

925‐683‐5048 hsouthmayd@keenan.com 1111 Broadway, Suite 2000

Oakland CA 94607

Wilkerson Cindy Keenan & Associates

Assistant Vice President 916‐859‐7160x4261

cwilkerson@keenan.com 1716 Bamboo Street Roseville CA 95747

Brodsly David KNN Public Finance Managing Director 510‐208‐8205 dbrodsly@knninc.com 1300 Clay Street Suite 1000

Oakland CA 94612

Shick Melissa KNN Public Finance Director 510‐208‐8226 mshick@knninc.com 1300 Clay Street Oakland CA 94612

Massiello Dan Kosmont Transactions Services

Sr. VP, Public Finance 858‐220‐3445 dmassiello@kosmont.com 1601 N. Sepulveda Blvd. #382

Manhattan Beach

CA 90266

Baneky Bill Kroll Bond Rating Agency

Senior Director 646‐731‐2409 bbaneky@kbra.com 845 Third Avenue 4th Floor

New York NY 10022

Kissane James Kroll Bond Rating Agency

Director 917‐836‐2495 jkissane@kbra.com 845 Third Avenue 4th Floor

New York NY 10022

McAtamney Michael Lincoln Financial Group

Director of Consultant Relations

480‐294‐4233 michael.mcatamney@lfg.com 150 N. Radnor Chester Road

Radnor PA 19087

Obando Javier Lincoln Financial Group

Vice President, Government Markets

415‐385‐8969 javier.obando@lfg.com 150 N. Radnor Chester Road

Radnor PA 19087

Somers Chris Lincoln Financial Group

Institutional Retirement Sales Director

415‐529‐8656 chris.somers@lfg.com 150 N. Radnor Chester Road

Radnor PA 19087

Bourne Clarence Loop Capital Markets LLC

Managing Director 312‐356‐5009 clarence.bourne@loopcapital.com 111 W. Jackson Blvd. Chicago IL 60604

Richter Jason Loop Capital Markets LLC 310‐439‐5547 jason.richter@loopcapital.com 12100 Wilshire Blvd Los Angeles CA 90025

Anjan Tarun Loop Captial Markets LLC

Associate 310‐439‐5549 tarun.anjan@loopcapital.com 12100 Wilshire Blvd. Los Angeles CA 90025

Vaca Olivia LSL CPAs 714‐672‐0022 olivia.vaca@lslcpas.com 203 N. Brea Blvd. Brea CA 92821

Young Brandon LSL CPAs CPA 714‐672‐0022 Brandon.Young@lslcpas.com 203 N. Brea Blvd., Suite 203

Brea CA 92821

Dennis J'On LSL CPA's Partner 714‐672‐0022 J'on.Dennis@lslcpas.com 203 N. Brea Blvd. Ste. 203

Brea CA 92821

Gruber Bryan LSL CPA's Partner 714‐672‐0022 Bryan. Gruber@lslcpas.com 203 N. Brea Blvd., Ste. 203

Brea CA 92821

Harper Debbie LSL CPA's Partner 714‐672‐0022 deborah.harper@lslcpas.com 203 North Brea Blvd. Brea CA 92821

Kikuchi Rich LSL CPA's Managing Partner 714‐672‐0022 olivia.vaca@lslcpas.com 203 N. Brea Blvd. Ste. 203

Brea CA 92821

North Frank LSL CPA's 714‐672‐0022 olivia.vaca@lslcpas.com 203 N. Brea Blvd., Ste 203

Brea CA 92821

Atamer Allen LTAS Technologies Inc.

CEO 877‐352‐3277 allen@harmari.com 4865 Leslie St Toronto ON M2J2H7

Chan Ron LTAS Technologies Inc.

Account Manager 877‐352‐3277x2 ron@harmari.com 4865 Leslie St Toronto ON M2J2K0

Lai Katherine Macias, Gini & O'Connell LLP

Partner 714‐668‐5376 kathy.lai@crowehorwath.com 650 Town Center Drive Costa Mesa CA 92626

Toler Steve Management Partners

Senior Manager 650‐740‐7007 stoler@managementpartners.com 2107 N. First Street San Jose CA 95131

Maurer Bea Mann, Urrutia, Nelson, CPAs

Marketing Director 916‐929‐0540 bam@muncpas.com 2515 VENTURE OAKS WAY STE 135

SACRAMENTO CA 95833

Williams Justin Mann, Urrutia, Nelson, CPAs

Partner 916‐929‐0540 jjw@muncpas.com 2515 VENTURE OAKS WAY STE 135

SACRAMENTO CA 95833

Tucker Jessica Marin County 707‐447‐0430 jessicatck@cs.com 368 Clarescastle Way Vacaville CA 95688

Alvey David Maze & Associates Shareholder 925‐930‐0902 davida@mazeassociates.com 3478 Buskirk Avenue, Suite 215

Pleasant Hill CA 94523

Cue Tim Maze & Associates Manager 925‐930‐0902 timc@mazeassociates.com 3478 Buskirk Avenue, Suite 215

De Dios Lettie Maze & Associates Consultant 925‐930‐0902 ltdedios@gmail.com 3478 Buskirk Avenue, Suite 215

Meyer Amy Maze & Associates Shareholder 925‐930‐0902 amym@mazeassociates.com 3478 Buskirk Avenue, Suite 215

Rodriguez Vikki Maze & Associates Shareholder 925‐930‐0902 vikr@mazeassociates.com 3478 Buskirk Avenue, Pleasant Hill CA 94523

Suite 215

Skilling Meghan Maze & Associates Manager 925‐930‐0902 meghans@mazeassociates.com 3478 Buskirk Avenue, Suite 215

Yuen Katherine Maze & Associates Shareholder 925‐930‐0902 katheriney@mazeassociates.com 3478 Buskirk Avenue, Suite 215

Zhang Grace Maze & Associates Manager 925‐930‐0902 gracez@mazeassociates.com 3478 Buskirk Avenue, Suite 215

Brunner Scott MGO Director 916‐642‐7047 sbrunner@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Bullock David MGO Partner 925‐395‐2808 dbullock@mgocpa.com 2121 N. California Blvd. Ste 750

Walnut Creek CA 94596

Chan Debbie MGO Director 916‐642‐7024 dchan@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Chan Philana MGO Senior Associate 925‐395‐2827 pchan@mgocpa.com 2121 N. California Blvd. Ste 750

Cochran Leah MGO Manager 916‐642‐7109 ljue@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Cousineau Mark MGO Director 213‐408‐8674 mcousineau@mgocpa.com 777 S. Figueroa Street, Suite 2500

Farhad‐Costa Jasmine MGO Manager 858‐792‐2210 jfarhad‐costa@mgocpa.com 12264 El Camino Real, Ste 402

San Diego CA 92130

Gini Ernie MGO Partner 916‐642‐7029 ernie@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Godsey Jim MGO Partner 213‐408‐8666 jgodsey@mgocpa.com 777 S. Figueroa Street, Suite 2500

Green Rick MGO Partner 916‐642‐7046 rgreen@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Hammon Scott MGO Partner 916‐642‐7056 shammon@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Harner Craig MGO Senior Manager 916‐642‐7090 charner@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Johnson Scott MGO Partner 925‐395‐2818 sjohnson@mgocpa.com 2121 N. California Blvd. Ste 750

Khetan Bunty MGO Senior Associate 916‐642‐7122 bkhetan@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Knepp Michelle MGO Manager 916‐642‐7042 mknepp@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Kwon David MGO Supervisor 213‐408‐8655 dkwon@mgocpa.com 777 S. Figueroa Street, Suite 2500

Lau Benjamin MGO Director 925‐395‐2839 blau@mgocpa.com 2121 N. California Blvd. Walnut Creek CA 94596

Ste 750

Louie Annie MGO Partner 925‐395‐2831 alouie@mgocpa.com 2121 N. California Blvd. Ste 750

Marquez Roseann MGO Senior Associate 925‐395‐2848 rmarquez@mgocpa.com 2121 N. California Blvd. Ste 750

Matson Byron MGO Senior Manager 916‐642‐7044 bmatson@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Starkey Kevin MGO Partner 619‐618‐7211 kstarkey@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Tickner Shannon MGO Client Services Supervisor

916‐642‐7096 stickner@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Unoje Stanley MGO Senior Associate 925‐395‐2814 sunoje@mgocpa.com 2121 N. California Blvd. Ste 750

Waller Jonathan MGO Senior Associate 925‐395‐2840 jwaller@mgocpa.com 2121 N. California Blvd. Ste 750

Wyly Cindy MGO Marketing Manager 916‐642‐7057 cwyly@mgocpa.com 3000 S Street, Ste. 300 Sacramento CA 95816

Zimmerman Jon MGO 213‐408‐8660 jzimmerman@mgocpa.com 777 S. Figueroa Street, Suite 2500

Kirschenman Matthew Montague DeRose and Associates

Vice President 805‐852‐1858 kirschenman@montaguederose.com 2081 Townsgate Road Westlake Village

CA 91361

Kremer Michael Montague DeRose and Associates

Senior Vice President 805‐496‐2211 kremer@montaguederose.com 2801 Townsgate Road Westlake Village

CA 91361

Smith Robert Moody's Investors Service

Vice President 415‐274‐1734 robert.smith@moodys.com One front Street San francisco CA 94111

McCleary Moore Amanda Moss Adams LLP Partner 541‐732‐3865 amanda.mccleary‐moore@mossadams.com 221 Stewart Ave. Suite 301

Medford OR 97501

Parsons Matthew Moss Adams LLP Business Assurance Senior Manager

714‐271‐3412 matt.parsons@mossadams.com 2040 Main Street, Suite 900

Irvine CA 92614

Boyd Carl MUFG Union Bank Director 213‐236‐7150 carl.boyd@unionbank.com 445 S FIGUEROA ST LOS ANGELES CA 90071

Levitt Dean MUFG Union Bank Director 415‐705‐5020 dean.levitt@unionbank.com 350 California St, 11th Floor

Perez Eileen MUFG Union Bank Relationship Manager 310‐920‐9889 eileen.perez@unionbank.com 1244 GREEN LANE LA CANADA CA 91011

Sullivan Coleen MUFG Union Bank 415‐273‐2533 coleen.sullivan@unionbank.com 350 California Street, H‐1040

Poisson Brian Multi‐Bank Securities, Inc.

Account Executive 248‐455‐7397 bscott@mbssecurities.com 1000 Town Center Southfield MI 48075

Yanez Peter Multi‐Bank Securities, Inc.

Vice President 248‐455‐7397 bscott@mbssecurities.com 1000 Town Center Southfield MI 48075

DeLaRosa Mary MuniServices Client Services Manager 559‐271‐6809 mary.flynn@muniservices.com 7625 N Palm Ave Suite 108

Fresno CA 93711

Hamud Robert MuniServices 599‐240‐5807 robert.hamud@muniservices.com 7625 N Palm Avenue Fresno CA 93711

Jensen Doug MuniServices Senior Vice President 877‐282‐9183 doug.jensen@muniservices.com 1400 K Street Sacramento CA 95814

Mancia Fran MuniServices Client Services Manager 757‐282‐1060 fran.mancia@muniservices.com 7625 N Palm Avenue Suite 108

Fresno CA 93711

Herrera Carlos MuniTemps jherrera@munitemps.com P. O. Box 718 Imperial Beach

CA 91933

Herrera Cristina MuniTemps 866‐406‐6864 jherrera@munitemps.com P. O. Box 718 Imperial Beach

CA 91933

Herrera John MuniTemps President/CEO 866‐406‐6864 jherrera@munitemps.com P. O. Box 718 Imperial Beach

CA 91983

Marcus Peter National Public Finance Guarantee

Senior Analyst 415‐352‐3057 marcus.peters@nationalpfg.com 255 California Street, Suite 525

Nakahata Andy National Public Finance Guarantee

MD, Head of New Business Development

415‐352‐3052 andy.nakahata@nationalpfg.com 255 California Street, Suite 525

Pollack Jason National Public Finance Guarantee

VIce President 415‐352‐3060 jason.pollack@nationalpfg.com 255 California Street, Suite 525

Davis Greta NBS 800‐434‐8349 tseufert@nbsgov.com 870 Market Street, Suite 1223

Kissam Nicole NBS Director 800‐676‐7516 nkissam@nbsgov.com 32605 Temecula Parkway, Suite 100

Temecula CA 92592

Wood Danielle NBS Associate Director 800‐676‐7516 dwood@nbsgov.com 32605 Temecula Parkway, Suite 100

Temecula CA 92592

Griffin Patrick NexLevel Information Technology, Inc.

Principal 714‐975‐4150 patrick.griffin@nexlevelit.com 4145 E. Regency Ave. Orange CA 92867

Hackelman Terry NexLevel Information Technology, Inc.

Managing Principal 916‐692‐2000x201

terry.hackelman@nexlevelit.com 6829 Fair Oaks Blvd. Carmichael CA 95608

Hill G.CRAIG NHA Advisors Municipal Advisor to Public Agencies

415‐785‐2025 craig@NHAadvisors.com 4040 Civic Center Drive San Rafael CA 94903

Rashad Shareff NOVATime Technology Inc

Enterprise Sales Executive, Public Secto

909‐895‐8100 shareff.rashad@novatime.com 1440 BRIDGEGATE DR DIAMOND BAR

CA 91765

Carry Brendan OpenGov Inc. Sr. Account Executive 650‐336‐7167 ewalkeranderson@opengov.com 955 Charter Street Redwoood City

CA 94063

Francis Charlie OpenGov Inc. Director of Government Finance Solutions

CA 94063

Leon Liz OpenGov Inc. Customer Success Manager

CA 94063

Walker‐Anderson Erin OpenGov Inc. Event Marketing Lead 650‐336‐7167 ewalkeranderson@opengov.com 955 Charter Street Redwoood City

CA 94063

McLeod Debbie Opus Bank EVP, Head of Municipal Banking

425‐259‐7806 Dmcleod@opusbank.com 188 106th Avenue NE Suite 690

Bellevue WA 98004

Sanders Rachael PARS Supervisor, Cient Services

900‐540‐6369 lzepeda@pars.org 4350 Von Karman Ave Newport Beach

CA 92660

Yu Dennis PARS Senior Vice President 800‐540‐6369 lzepeda@pars.org 4350 Von Karman Ave Newport Beach

CA 92660

Dull Justin Payment Service Network, Inc.

National Sales Representative

608‐442‐5071 jdull@paymentservicenetwork.com 2901 International Lane Madison WI 53704

McClendon Jairius Paymentus Regional Account Director

704‐512‐0535 jmcclendon@paymentus.com 13024 Ballantyne Corporate Place

Charlotte NC 28277

Miles Christine Paymentus Regional Sales Director 540‐739‐2054 sdritschel@paymentus.com 13024 Ballantyne Corporate Place

Charlotte NC 28277

Nicholls Phil Paymentus Regional Sales Director 905‐882‐8020x242

pnicholls@paymentus.com 13024 Ballantyne Corporate Place

Charlotte NC 28277

Chyou Izac PFM Asset Management, LLC

Senior Managing Consultant

415‐982‐5544 chyoui@pfm.com 50 California Street San Francisco CA 94111

Meacham Sarah PFM Asset Management, LLC

Director 213‐489‐4075 meachams@pfm.com 601 Figueroa Street Los Angeles CA 90017

Spyke Monique PFM Asset Management, LLC

Director 415‐984‐5544 spykem@pfm.com 50 California Street San Francisco CA 94111

Sun Henry PFM Asset Management, LLC

Senior Analyst 213‐489‐4075 sunh@pfm.com 601 Figueroa Street Los Angeles CA 90017

Innis Tom Piper Jaffray & Co. Managing Director 415‐616‐1635 thomas.p.innis@pjc.com 50 California Street San Francisco CA 94111

Koster Katie Piper Jaffray & Co. Managing Director 949‐494‐6110 katherine.a.koster@pjc.com 1100 South Coast Highway

Laguna Beach CA 92651

McGuire Dennis Piper Jaffray & Co. Managing Director 916‐361‐6520 dennis.j.mcguire@pjc.com 8880 Cal Center Drive Sacramento CA 95826

Rapista Tony Piper Jaffray & Co. Vice President 310‐297‐6031 anthony.l.rapista@pjc.com 2321 Rosecrans Ave El Segundo CA 90245

Reyes Russell Piper Jaffray & Co. Managing Director 310‐297‐6014 russell.c.reyes@pjc.com 2321 Rosecrans Avenue El Segundo CA 90245

Ume‐Ukeje Victor Piper Jaffray & Co. Managing Director 415‐616‐1662 victor.e.ume‐ukeje@pjc.com 50 California Street San Francisco CA 94111

Vancho Renee Piper Jaffray & Co. 415‐616‐1662 renee.vancho@pjc.com 50 California Street San Francisco CA 94111

Bagley Dennis Plante & Moran, PLLC 248‐223‐3348 Dennis.Bagley@plantemoran.com

27400 Northwestern Highway

Southfield MI 48034

Colletti Alexandra Plante & Moran, PLLC 312‐928‐5201 Alexandra.Colletti@plantemoran.com 10 S Riverside Plaza Chicago IL 60606

Simpkinson Nicole Plante & Moran, PLLC 248‐223‐3194 Nicole.Simpkinson@plantemoran.com

27400 Northwestern Highway

Southfield MI 48034

Hinojosa Fausto Price, Paige & Company

Managing Partner 559‐299‐9540 fausto@ppcpas.com 677 Scott Ave. Clovis CA 93612

Nestell Rob Professional Credit Senior Account Executive

541‐335‐2204 rob@hawes.group 400 International Way, Suite 200

Springfield OR 97477

Palladino Jeff Professional Credit Senior Account Executive

360‐567‐4985 jpalladino@hawes.group 12204 SE Mill Plain Blvd., Suite 101

Vancouver WA 98684

Branson Russ Public Financial Management, Inc.

Director 415‐982‐5544 bransonr@pfm.com 50 California Street San Francisco CA 94111

Grady John Public Trust Advisors

Managing Director 407‐588‐0525 john.grady@publictrustadvisors.com 717 17th Street Denver CO 80202

Aberdeen Andre Questica Inc. Account Manager 905‐634‐0110x503

aaberdeen@questica.com 980 Fraser Drive Burlington ON L7L 5P5

Richardson Joy Questica Inc. Account Manager 905‐634‐0110 jrichardson@questica.com 980 Fraser Drive Burlington ON L7L 5P5

Van Etten Sally Raftelis Financial Consultants

Senior Consultant 510‐813‐8704 svanetten@raftelis.com 6114 La Salle Ave., #537

Oakland CA 94611

Pardiwala Sudhir Raftelis Financial Consultants, Inc

Exec VP 626‐583‐1894 spardiwala@raftelis.com 150 N Santa Anita Ave ARCADIA CA 91006

Rahban Sharon Rahban CPA & Consulting Inc.

CPA 310‐801‐4588 rahbancpa@yahoo.com 1070 Casiano Road Los Angeles CA 90049

Larkins Robert Raymond James Managing Director 415‐616‐8025 Robert.Larkins@RaymondJames.com One Embarcadero Center

Schulte Rosa Raymond James Senior Vice President 866‐261‐3367 Rosa.Schulte@RaymondJames.com 28202 Cabot Road Laguna Niguel CA 92677

Millican David Retired Special Advisor ‐ Finance

510‐517‐4252 dnmillican@gmail.com PO Box 747 Oxnard CA 93032

Johnson Eric Revenue & Cost Specialists, LLC

Vice President 714‐992‐9027 eric@revenuecost.com 1519 E. Chapman Ave Fullerton CA 92831

Kermer Rick Revenue & Cost Specialists, LLC

President 714‐992‐9023 rick@revenuecost.com 1519 E.Chapman Ave., Ste. C

Fullerton CA 92831

Ho‐Urano Teresa Richards, Watson & Gershon

Of Counsel 213‐626‐8484 tho‐urano@rwglaw.com 355 South Grand Ave., 40th Floor

Ortiz Trisha Richards, Watson & Gershon

Shareholder 415‐421‐8484 tortiz@rwglaw.com 44 Market Street, Suite 3800

Desind Jeff Robert W. Baird & Co.

Director of Business Development

414‐298‐7780 jdesind@rwbaird.com 555 California Street San Francisco CA 94104

Montani Patrick Robert W. Baird & Co.

Vice President 415‐627‐3235 PMontani@rwbaird.com 555 California Street San Francisco CA 94104

DeSimoni Charles Rogers, Anderson, Malody & Scott, LLP

Manager 909‐327‐8831 cdesimoni@ramscpa.net 735 E. Carnegie Drive #100

San Bernardino

CA 92408

Duran Gardenya Rogers, Anderson, Malody & Scott, LLP

Supervisor 909‐889‐0871 gduran@ramscpa.net 735 E. Carnegie San Bernardino

CA 92408

Manno Scott Rogers, Anderson, Malody & Scott, LLP

Partner 909‐889‐0871 smanno@ramscpa.net 735 E. Carnegie Dr., Ste 100

San Bernardino

CA 92408

Schultz Brianna Rogers, Anderson, Malody & Scott, LLP

Supervisor 909‐889‐0871 bschultz@ramscpa.net 735 E. Carnegie #100 San Bernardino

CA 92408

Carlson Jane RSG Associate 714‐541‐4585 jcarlson@webrsg.com 309 w 4th street santa ana CA 92701

Kim Suzy RSG Senior Associate 714‐541‐4585 skim@webrsg.com 309 west 4th street santa ana CA 92701

Allen Marquis RSM US LLP Business Development 949‐255‐6638 marquis.allen@rsmus.com 18401 Von Karman Irvine CA 92612

Manager Avenue

Walker Patti RSM US LLP Principal 602‐636‐6011 patti.walker@rsmus.com 501 N. 44th Street Phoenix AZ 85008

Johnson Robin SAFEChecks Marketing/Sales 800‐755‐2265 robin@safechecks.com SAFEChecks Canoga Park CA 91304

Aas Blair SCI Consulting Group

Director of Planning Services

707‐430‐4300 blair.aas@sci‐cg.com 4745 Mangels Boulevard

Fairfield CA 94534

Collins Keri Simpler Systems Business Development 805‐882‐1848 keri@simplersystems.com 1233‐B State Street Santa Barbara CA 93101

Panian Christine SoftResources LLC Business Development Manager

425‐216‐4030 cpanian@softresources.com 11411 NE 124th Street Kirkland WA 98034

Watson Elaine SoftResources LLC Principal 425‐216‐4030 ewatson@softresources 11411 NE 124th Street Kirkland WA 98034

Spicer Shane Spicer Consulting Group

Managing Director 951‐520‐3331 shane.spicer@spicercg.com 25220 Hancock Avenue Suite 300

Murrieta CA 92562

Amezcua Raul Stifel, Nicolaus and Company, Inc.

Managing Director 213‐443‐5202 ramezcua@stifel.com 515 S. Figueroa Street Los Angeles CA 90071

Brown Sara Stifel, Nicolaus and Company, Inc.

Managing Director 415‐364‐6872 sbrown@stifel.com 1 Montgomery Street San Francisco CA 94104

Cervantes Jim Stifel, Nicolaus and Company, Inc.

Managing Director 415‐364‐6837 jcervantes@stifel.com 1 Montgomery Street San Francisco CA 94104

Van Degna Anna Stifel, Nicolaus and Company, Inc.

Director 415‐364‐6877 avandegna@stifel.com 1 Montgomery Street San Francisco CA 94104

Vocal Holly Stifel, Nicolaus and Company, Inc.

Director 415‐364‐5963 hvocal@stifel.com 1 Montgomery Street San Francisco CA 94104

Neal Bradley Stradling Yocca Carlson & Rauth

Attorney 949‐725‐4160 bneal@sycr.com 660 Newport Center Drive

Newport Beach

CA 92660

Chavez Matt SunGard Public Sector

Account Executive 407‐304‐3055 tradeshows@sungardps.com 1000 Business Center Drive

Lake Mary FL 32746

McAtee Chris SunGard Public Sector

Client Success Executive 407‐304‐3055 tradeshows@sungardps.com 1000 Business Center Drive

Lake Mary FL 32746

Nelson Jim SunGard Public Sector

Client Success Executive 407‐304‐3055 tradeshows@sungardps.com 1000 Business Center Drive

Lake Mary FL 32746

Boal Tami Thales Consulting, Inc 906‐250‐5340 tboal@thales‐consulting.com

980 9th Street, 16th FL, PMB1604

Sacramento CA 95814

Caporicci Gary The Pun Group, LLP Partner 949‐777‐8800 gary.caporicci@pungroup.com 200 E. Sandpointe Ave, Santa Ana CA 92707

Suite 600

Chow Heidy The Pun Group, LLP Director 949‐777‐8837 info@pungroup.com 200 East Sandpointe Ave, Suite 600

Santa An CA 92707

Delaney Coley The Pun Group, LLP Senior Manager 949‐777‐8800 coley.delaney@pungroup.com 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Kaymark Paul The Pun Group, LLP Partner 949‐777‐8800 paul.kaymark@pungroup.com 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Kuo Frances The Pun Group, LLP Director 949‐777‐8800 frances.kuo@pungroup.com 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Pun Kenneth The Pun Group, LLP Managing Partner 949‐777‐8800 ken.pun@pungroup.com 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Roth Andrew The Pun Group, LLP Manager 949‐777‐8800 andrew.roth@pungroup.com 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Shepherd Michael The Pun Group, LLP Marketing Director 949‐777‐8800 isabela.lopes@pungroup.com 200 E. Sandpointe Ave, Suite 600

Santa Ana CA 92707

Becker Peter Time Value Investments, Inc

Vice President 206‐365‐3000 peter.becker@timevalueinv.com 9725 3rd Ave NE Seattle WA 98115

Martin Cody TimeClock Plus 325‐223‐9500 marketing@timeclockplus.com 1 TimeClock Dr San Angelo TX 76904

Saccoccio John TimeClock Plus 325‐223‐9500 marketing@timeclockplus.com 1 TimeClock Dr San Angelo TX 76904

Alexander Neil Trane Inc. Energy Solutions Account Executive

626‐435‐1112 neil.alexander@trane.com 3253 E Imperial Blvd Brea CA 92821

Ingram Reggie Trane Inc. Regional Executive ‐ Client Solutions

619‐751‐0853 reggie.ingram@trane.com 15577 VILLAGE PARK CT.

Lake Oswego OR 97034

Amos Doug Turbo Data Systems 714‐573‐5757 sales@turbodata.com

18302 Irvine Blvd. Suite #200

Tustin CA 92780

Fox Greg Turbo Data Systems 714‐573‐5757 sales@turbodata.com

18302 Irvine Blvd. Suite #200

Tustin CA 92780

Bonck Aaron TVI Institutional Investments

206‐365‐3000 aaron.bonck@timevalueinv.com 9725 3rd Ave NE Seattle WA 98115

Jarvis Paul TVI Managing Director 206‐365‐3000 paul.jarvis@timevalueinv.com 9725 3rd Ave NE Seattle WA 98115

Johnson Mark Tyler Technologies Senior Account Executive

800‐772‐2260 mark.johnson@tyleteh.com 1 Tyler Drive Yarmouth ME 4096

Snow David Tyler Technologies Senior Account Executive

800‐772‐2260 david.snow@tylertech.com 1 Tyler Drive Yarmouth ME 4096

Wahlbrink Jennifer Tyler Technologies 800‐772‐2260 jennifer.wahlbrink@tylertech.com 1 Tyler Drive Yarmouth ME 4096

Watts Colin Tyler Technologies Account Executive 800‐772‐2260 colin.watts@tylertech.com 1 Tyler Drive Yarmouth ME 4096

Axt John U.S. Bank Vice President 213‐615‐6005 john.axt@usbank.com 633 W. Fifth Street, 24th Floor

Ball Sheri U.S. Bank Vice President 213‐615‐6007 sheri.ball@usbank.com 633 West 5th Street Los Angeles CA 90071

Botelho Charline U.S. Bank Vice President 916‐498‐3439 charline.botelho@usbank.com 621 Capitol Mall Sacramento CA 95814

Haber Ken U.S. Bank SVP/Team Manager 818‐817‐7235 kenneth.haber@usbank.com 15910 Ventura Blvd Encino CA 91436

Kidd Troy U.S. Bank Vice President 530‐893‐6152 troy.kidd@usbank.com 2385 Esplanade Chico CA 95926

McGlynn Robert U.S. Bank Vice President 213‐615‐6405 robert.mcglynn@usbank.com 633 W. Fifth Street Los Angeles CA 90071

Placencia Michael U.S. Bank Vice President 415‐677‐3690 michael.placencia@usbank.com 1 California Street San Francisco CA 94111

Raabe Nancy U.S. Bank VP / Corp. Trust Manager

415‐677‐3586 nancy.raabe@usbank.com 1 California Street San Francisco CA 94111

Verstuyft Linda U.S. Bank VICE PRESIDENT 714‐262‐8994 LINDA.VERSTUYFT@USBANK.COM 633 WEST 5TH STREET LOS ANGELES CA 90071

Mael Trevor Umpqua Bank VP / Relationship Manager

916‐774‐3921 trevormael@umpquabank.com 2998 Douglas Blvd STE 100

Roseville CA 95661

Ryan Vanessa Umpqua Bank 916‐724‐1214 vanessaryan@umpquabank.com 2998 Douglas Blvd Roseville CA 95661

Stephens Dean Umpqua Bank Senior Vice President 916‐774‐3937 deanstephens@umpquabank.com 2998 Douglas Blvd Roseville CA 95661

Kreymer Mark UnionBanc Investment Services LLC

213‐236‐7070 mark.kreymer@unionbank.com 445 S. Figueroa Street Los Angeles CA 90071

Busch Michael Urban Futures Incorporated

CEO 714‐283‐9334 michaelb@urbanfuturesinc.com 17821 17th Street Tustin CA 92780

Gislason Candace Van Iwaarden Associates

Consulting Actuary 612‐860‐1183 cgislason1@gmail.com 10 South 5th Street Minneapolis MN 55402

Van Iwaarden Jim Van Iwaarden Associates

Consulting Actuary 612‐596‐5961 jimvi@vaniwaarden.com 10 South 5th Street Minneapolis MN 55402

Fankhanel Greg Van Lant & Fankhanel, LLP

Partner 909‐856‐6879 gfankhanel@vlfcpa.com 25901 Kellogg Street Loma Linda CA 92354

Medina Evelyn Van Lant & Fankhanel, LLP

Senior Accountant 951‐905‐4747 emedina@vlfcpa.com 25901 Kellogg Street Loma Linda CA 92354

Tobing Enrico Van Lant & Fankhanel, LLP 909‐894‐8263 etobing@vlfcpa.com 25901 Kellogg St Loma Linda CA 92354

Van Lant Brett Van Lant & Fankhanel, LLP

Partner 951‐283‐4848 bvanlant@vlfcpa.com 25901 Kellogg Street Loma Linda CA 92354

Canieda Cristy Vasquez & Company LLP

Partner 213‐873‐1720 c_canieda@vasquezcpa.com 801 S. Grand Avenue Ste 400

Rockabrand Bradford Vavrinek Trine Day & Co., LLP

Consultant / Manager 909‐297‐8418 brad.rockabrand.csmfo@gmail.com 78 Seastar Court Dana Point CA 92629

Aguilar Joe Vavrinek, Trine, Day & Co., LLP

Partner 916‐570‐1880 cendres@vtdcpa.com 2151 RIVER PLAZA DR SACRAMENTO CA 95833‐4133

Alfaro Roger Vavrinek, Trine, Day & Co., LLP

Andersen Jessica Vavrinek, Trine, Day & Co., LLP

Manager 916‐570‐1880 cendres@vtdcpa.com 2151 RIVER PLAZA DR SACRAMENTO CA 95833‐4133

Cheuk Denny Vavrinek, Trine, Day & Co., LLP

Edelman Nathan Vavrinek, Trine, Day & Co., LLP 916‐570‐1880 cendres@vtdcpa.com 2151 RIVER PLAZA DR SACRAMENTO CA

95833‐4133

Gharaibeh Ahmad Vavrinek, Trine, Day & Co., LLP

Major AJ Vavrinek, Trine, Day & Co., LLP

Millendez Raymond Vavrinek, Trine, Day & Co., LLP 916‐570‐1880 cendres@vtdcpa.com 2151 RIVER PLAZA DR SACRAMENTO CA

95833‐4133

Ramsey James Vavrinek, Trine, Day & Co., LLP

Ransom Karlee Vavrinek, Trine, Day & Co., LLP

Showalter David Vavrinek, Trine, Day & Co., LLP

Soukhaseum Kinnaly Vavrinek, Trine, Day & Co., LLP

West Kristen Vavrinek, Trine, Day & Co., LLP

Supervisor 916‐570‐1880 cendres@vtdcpa.com 2151 RIVER PLAZA DR SACRAMENTO CA 95833‐4133

White Phil Vavrinek, Trine, Day & Co., LLP

Defenbaugh Lyle Wells Fargo Bank Wells Capital‐Client Relations Director

916‐440‐4890 lyle.defenbaugh@wellsfargo.com 400 Capitol Mall Sacramento CA 95814

Gordon Renee Wells Fargo Bank Vice President 213‐253‐7229 renee.gordon@wellsfargo.com 333 S. Grand Avenue Los Angeles CA 90071

Gorzeman Scott Wells Fargo Bank Director of Sales 213‐253‐7232 scott.gorzeman@wellsfargo.com 333 S. Grand Avenue Los Angeles CA 90071

Love Lynn Wells Fargo Bank Senior Vice President 213‐253‐7266 lynn.a.love@wellsfargo.com 333 S. Grand Ave. 5th floor

Thompson Sandra Wells Fargo Bank Merchant Services Govt Account Mgr

480‐826‐5088 sandra.i.thompson@wellsfargo.com 2222 W Rose Garden Lane

Phoenix AZ 85027

Varner Jamie Wells Fargo Bank Relationship Manager 951‐295‐7482 jamie.r.varner@wellsfargo.com 4141 Inland Empire Blvd #200

Ontario CA 91764

Weiss Stuart Wells Fargo Bank Vice President 213‐253‐7533 stuart.weiss@wellsfargo.com 333 Grand Avenue Los Angeles CA 90071

Williams John Wells Fargo Bank Vice President 916‐440‐4903 john.r.williams@wellsfargo.com 400 Capitol Mall Sacramento CA 95814

Kronbetter Michael Wells Fargo Securities

Vice President 916‐440‐4255 michael.j.kronbetter@wellsfargo.com 400 Capitol Mall Sacramento CA 95670

Sklaroff Nikolai Wells Fargo Securities

Public Finance, Investment Banker

415‐371‐2648 nikolai.j.sklaroff@wellsfargo.com 333 Market Street, Suite 1500

Lentz Joshua Western Alliance Bank

VP ‐ Municipal Finance Officer

602‐346‐7467 jlentz@westernalliancebank.com One East Washington Street

Phoenix AZ 85004

Holkeboer Mieke Western Alliance Public Finance

Vice President 213‐362‐5215 mholkeboer@westernalliancebank.com 601 West Fifth Street Los Angeles CA 90071

Callanan Robert White Nelson Diehl Evans LLP

Partner 714‐978‐1300 rcallanan@wndecpa.com 2875 Michelle Drive, Suite 300

Irvine CA 92606

Munoz Daphnie White Nelson Diehl Evans LLP

Partner 714‐978‐1300 dmunoz@wndecpa.com 2875 Michelle Drive, Suite 300

Irvine CA 92606

Patel Nitin White Nelson Diehl Evans LLP

Partner 714‐978‐1300 npatel@wndecpa.com 2875 Michelle Drive Suite 300

Irvine CA 92606

Medina Susana Willdan Financial Services 951‐587‐3500 smedina@willdan.com

27368 Via Industria #200

Temecula CA 92590

Pelej Anne Willdan Financial Services 951‐587‐3500 apelej@willdan.com

Temecula CA 92590

Quaid Bob Willdan Financial Services 951‐587‐3500 bquaid@willdan.com

Temecula CA 92590

Reynolds Stacee Willdan Financial Services 951‐587‐3500 sreynolds@willdan.com

Temecula CA 92590

Cerda Cynthia Wilmington Trust, N.A.

Banking Officer 714‐384‐4172 ccerda@wilmingtontrust.com 650 Town Center Drive Costa Mesa CA 92626

Deleray John Wilmington Trust, N.A.

VP, Director, Pacific Region

714‐384‐4154 jdeleray@wilmingtontrust.com 650 Town Center Drive Costa Mesa CA 92626

Ramos Chantelle Wilmington Trust, N.A.

Sales Associate 714‐384‐4169 cramos1@wilmingtontrust.com 650 Town Center Drive Costa Mesa CA 92626

Connolly Craig Workiva Regional Sales Director 480‐202‐0616 craig.connolly@workiva.com 1365 North Scottsdale Road, Suite 400

Scottsdale AZ 85257

Mote Adam Workiva California Account Manager

202‐215‐4350 adam.mote@workiva.com 1417 Bay Ridge Lane El Dorado CA 95762

Peterson Brittany Workiva Senior Product Marketing Manager

515‐520‐3124 brittany.peterson@workiva.com 2900 University Blvd. Ames IA 50010

Nowak Jacki Zions Bank Corporate Trust

Vice President 213‐593‐3155 jacqueline.nowak@zionsbancorp.com 550 S. Hope Street Los Angeles CA 90071

Petrasso Mark Zions Bank Corporate Trust

Senior Vice President 213‐593‐3153 mark.petrasso@zionsbank.com 550 S. Hope Street Los Angeles CA 90071

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