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Found 1214 advisers matching your query...

Adviser Company Phone City State/Region Training
Master of Life Planning, Presentation Training Grad
Kinder, George D.

Registered Life Planner
Kinder Institute of Life Planning+1 978 4868053LittletonMAMaster of Life Planning, Presentation Training Grad
Luesink, Anja

Registered Life Planner
Luesink Stenstrom Financial212-405-1609New YorkNYMaster of Life Planning, Presentation Training Grad
Master of Life Planning
Bogue, Jeff

Registered Life Planner
Bogue Asset Management LLCWellsMEMaster of Life Planning
Bonoma, Elaine

Registered Life Planner
Abaris Financial Group978-371-9649ConcordMAMaster of Life Planning
Burnett, Marjorie A

Registered Life Planner
MAB Financial Planning703-528-3205ArlingtonVAMaster of Life Planning
Coughlin, John

Registered Life Planner
Coughlin Financial Services, Inc.914 834-1234LarchmontNYMaster of Life Planning
Frye, Peggy

Registered Life Planner
540-229-1957MadisonVAMaster of Life Planning
Gallant, Debra
CFP®, RLP®, ChFC
Registered Life Planner
Gallant Financial Planning LLC301-461-8492RockvilleMDMaster of Life Planning
Gershman, Jay

Registered Life Planner
Retirement Visions LLC(860)899-1280West HartfordCTMaster of Life Planning
Greenwald, Joel

Registered Life Planner
Greenwald Wealth Management952-641-7616St. Louis ParkMNMaster of Life Planning
Henderson, Abbey L
CFP®, RLP®
Registered Life Planner
Abaris Financial Group LLC978-371-9649ConcordMAMaster of Life Planning
Hoffman, Peter
CFP®, RLP®
Registered Life Planner
Orion Wealth Advisors781.862.2349LexingtonMAMaster of Life Planning
Kirchenbauer, Lisa A.K.
RLP®, CFP®, RLP®, CeFT
Registered Life Planner
Omega Wealth Management703-387-0919ArlingtonVAMaster of Life Planning
Mauro, Mark
CPA, PFS, RLP®
Registered Life Planner
Mauro, CPA908-704-6915SomervilleNJMaster of Life Planning
Mazur, Mark Dale
RLP®
Registered Life Planner
San Diego Wealth8582707705San DiegoCAMaster of Life Planning
Muth, Maria
RLP®
Registered Life Planner
Mauro, CPA908-704-6915SomervilleNJMaster of Life Planning
Sharp, Joan L
CFP®, RLP®,CeFT, CAP
Registered Life Planner
Glenayr Wealth Advisors LLC3024279888WilmingtonDEMaster of Life Planning
Staffiere, Maria

Registered Life Planner
Weston Financial781-235-7055WellesleyMAMaster of Life Planning
Turner, Johanna

Registered Life Planner
Milestones Financial Planning, LLC270-247-0555MayfieldKYMaster of Life Planning
Watson, Philip Martin
CFP®™, RLP®
Registered Life Planner
Watson Planning6159738872FranklinTNMaster of Life Planning
Weiss, James

Registered Life Planner
860-928-2341Pomfret CenterCTMaster of Life Planning
Comprehensive RLP®, Presentation Training Grad
Arata, Ray

Registered Life Planner
650-691-0440San FranciscoCAComprehensive RLP®, Presentation Training Grad
Brody, Stephen

Registered Life Planner
Greenville Financial Advisors252-321-0362GreenvilleNCComprehensive RLP®, Presentation Training Grad
Cole, Louise

Registered Life Planner
The Heritage Group of North America732-557-5550Toms RiverNJComprehensive RLP®, Presentation Training Grad
Downey, Peg

Registered Life Planner
Directions for Women301-589-4250Silver SpringMDComprehensive RLP®, Presentation Training Grad
Dyer, Phillip

Registered Life Planner
Dyer Financial Advisory410-692-9000TowsonMDComprehensive RLP®, Presentation Training Grad
Fraasa, Reed

Registered Life Planner
Highland Financial Advisors, LLC973-557-2933RiverdaleNJComprehensive RLP®, Presentation Training Grad
Hunold, Karen

Registered Life Planner
Directions for Women301-589-4250Silver SpringMDComprehensive RLP®, Presentation Training Grad
Jacobson, Edward

Registered Life Planner
Edward A. Jacobson Associates608 345-3332Palm DesertCAComprehensive RLP®, Presentation Training Grad
Koval, Brian

Registered Life Planner
BrianKoval.com734-395-5449DexterMIComprehensive RLP®, Presentation Training Grad
McGirr, Kevin

Registered Life Planner
312-266-1559ChicagoILComprehensive RLP®, Presentation Training Grad
Platt, Clayton

Registered Life Planner
CP EnterprisesPhiladelphiaPAComprehensive RLP®, Presentation Training Grad
Savarese, Ron

Registered Life Planner
Lakeview Capital Partners404-841-2224AtlantaGAComprehensive RLP®, Presentation Training Grad
Sheehan, Daniel

Registered Life Planner
Sheehan Life Planning(559) 908-2858FresnoCAComprehensive RLP®, Presentation Training Grad
Siesta, Martin

Registered Life Planner
Compass Wealth Management973-763-0766MaplewoodNJComprehensive RLP®, Presentation Training Grad
Valente, Marty

Registered Life Planner
Pathfinder Life Planning510-923-9543OaklandCAComprehensive RLP®, Presentation Training Grad
Wellington, Roger

Registered Life Planner
603-930-5296AmherstNHComprehensive RLP®, Presentation Training Grad
Wiggin, Debbie

Registered Life Planner
Wiggin Financial Planning, P.A.954-390-6191Fort LauderdaleFLComprehensive RLP®, Presentation Training Grad
Witten, Gary
CFP®, CHFC
Registered Life Planner
ING Financial Partners, Inc. Member SIPC716-626-3926WilliamsvilleNYComprehensive RLP®, Presentation Training Grad
Wright, Mary Kay

Registered Life Planner
Ameriprise Financial Services, Inc.925-952-9810Walnut CreekCAComprehensive RLP®, Presentation Training Grad
Zimmerman, Mary

Registered Life Planner
PATH Financial Strategies, LLC480-664-6008ChandlerAZComprehensive RLP®, Presentation Training Grad
Comprehensive RLP®
Akright, Carol

Registered Life Planner
505-897-1970CorralesNMComprehensive RLP®
Allensworth, Anne

Registered Life Planner
813-933-7144TampaFLComprehensive RLP®
Aloia, Gregory

Registered Life Planner
Abacus Wealth Management, Inc.215-656-4280PhiladelphiaPAComprehensive RLP®
Annello, Larry

Registered Life Planner
DHAS Financial Planning, LLC860-255-0103FarmingtonCTComprehensive RLP®
Arsenault, Jeff

Registered Life Planner
MFA - Moody, Famiglietti & Andronico, LLP978-557-5395TewksburyMAComprehensive RLP®
Astrinos, Alyssa

Registered Life Planner
Dreamable, Inc.415-559-7273San FranciscoCAComprehensive RLP®
Astrinos, Mark

Registered Life Planner
Libra Wealth(415) 997-0750San FranciscoCAComprehensive RLP®
Barberi, Eva

Registered Life Planner
Eva Barberi Financial Planning8054555954Santa BarbaraCAComprehensive RLP®
Behrens, Cristina

Registered Life Planner
Russell InvestmentsMarina Del ReyCAComprehensive RLP®
Birmingham Weigel, Katie

Registered Life Planner
Thomas Partners781-431-1430BostonMAComprehensive RLP®
Bollom, Colleen Hartmon
CFP®, RLP®
Registered Life Planner
Harmon & Hartmon Financial Group LLC651-332-5540St. PaulMNComprehensive RLP®
Boswell, Thomas

Registered Life Planner
B & F Financial Analytics, Inc.802-747-9010RutlandVTComprehensive RLP®
Boyce, Daniel

Registered Life Planner
2487623965SouthfieldMIComprehensive RLP®
Brandt, Eric

Registered Life Planner
MetLife910-256-9196WilmingtonNCComprehensive RLP®
Brickman, Elizabeth

Registered Life Planner
The Caring Advisor, Inc.305-822-0069MiamiFLComprehensive RLP®
Brickman, Guy

Registered Life Planner
Brickman Insurance & Financial Services, Inc.305-822-6921MiamiFLComprehensive RLP®
Brown, Doyle
RLP®
Registered Life Planner
Windrose Retirement Income Planners, Inc.775-829-9633RenoNVComprehensive RLP®
Burr, Edna

Registered Life Planner
Sterling Financial925-932-7733Walnut CreekCAComprehensive RLP®
Buzzini, Durell
CDFA, RICP, CFP®
Registered Life Planner
UBS Financial Services207-745-4679BangorMEComprehensive RLP®
Byrd, Sarah C.
RLP®
Registered Life Planner
Alpha Advisors, LLC804-754-8532RichmondVAComprehensive RLP®
Cain, Jeanne Odum
RLP®, CPA
Registered Life Planner
Odum Life Planning, LLC CoppellTXComprehensive RLP®
Carroll-Cronin, Joan

Registered Life Planner
The Wealth Psychology Source978-869-4941ConcordMAComprehensive RLP®
Chambers, Richard

Registered Life Planner
Sirius Wealth Management Strategies, LLC650-276-7961Menlo ParkCAComprehensive RLP®
Chicotel, Nikki

Registered Life Planner
Private Capital Management AssociatesHalf Moon BayCAComprehensive RLP®
Cilley, Charllotte

Registered Life Planner
Charlotte Cilley, Financial Life Planner & Coach203-798-1580DanburyCTComprehensive RLP®
Clark, Douglas

Registered Life Planner
Madison Wealth Advisors, L L C816-501-5115Lees SummitMOComprehensive RLP®
Corrado, Frank
CPA, CFP®
Registered Life Planner
Blue Blaze Financial AdvisorsRed BankNJComprehensive RLP®
Corrado, Frankie
CFP®
Registered Life Planner
Blue Blaze Financial Advisors732-333-8160HolmdelNJComprehensive RLP®
Cumbie, Guy

Registered Life Planner
Cumbie Advisory Services817-335-1181Fort WorthTXComprehensive RLP®
Cuthbert, Helga

Registered Life Planner
Cuthbert Financial Guidance, Inc.404-633-6420DecaturGAComprehensive RLP®
Cuthbertson, William

Registered Life Planner
Fiscalis Advisory, Inc.949-429-5995San Juan CapistranoCAComprehensive RLP®
Davis, Heidi

Registered Life Planner
Columbia Financial Planning, LLC425-943-0001BellevueWAComprehensive RLP®
Divine , Sidney

Registered Life Planner
Divine Wealth Strategies Atlanta GAComprehensive RLP®
Dobrzynski, Jason

Registered Life Planner
Waddell & Reed630-954-4611Oak BrookILComprehensive RLP®
Donnelly, Richard

Registered Life Planner
Donnelly Wealth Advisors, Inc.858-622-9009San DiegoCAComprehensive RLP®
Dowley, Chris

Registered Life Planner
Fieldstone Financial Management Group800-888-5164 ext 101MarbleheadMAComprehensive RLP®
Drake, Colin

Registered Life Planner
Drake Wealth Management415-686-2086SausalitoCAComprehensive RLP®
Entwistle III, William

Registered Life Planner
Entwistle Financial Life Planning401-782-6166WakefieldRhode IslandComprehensive RLP®
Falbo, Joesph
CFP®, RLP®
Registered Life Planner
Falbo Wealth9084901190New ProvidenceNJComprehensive RLP®
Fenton, Jeanne

Registered Life Planner
Long Term Care Financial PartnersPoughkeepsieNYComprehensive RLP®
Ferger, Steve

Registered Life Planner
Financial Planner310-487-2795Palm SpringsCAComprehensive RLP®
Flinn, Laurence

Registered Life Planner
Flinn Financial Services, Inc.206-623-6529SeattleWAComprehensive RLP®
Fox, Larry

Registered Life Planner
Ameriprise Financial ServicesWaterlooIAComprehensive RLP®
Frank, Scott
CFP®, CFA
Registered Life Planner
Stone Steps FinancialEncinitasCAComprehensive RLP®
Gardner, Randy
Attorney, CPA, CFP®, RLP®
Registered Life Planner
Goals Gap Planning816-916-8844Las Vegas NVComprehensive RLP®
Gardner, Randy
Attorney, CPA, CFP®, RLP®
Registered Life Planner
Goals Gap Planning949-527-2279Laguna BeachCAComprehensive RLP®
Gasparro, Bryan

Registered Life Planner
Salt Lake CityUtahComprehensive RLP®
Gensler, Daniel

Registered Life Planner
The Gensler Group619-554-1300CoronadoCAComprehensive RLP®
Glass, Jr., David

Registered Life Planner
Bank of Southside Virginia804-520-5612Colonial HeightsVAComprehensive RLP®
Gluck, Joel

Registered Life Planner
617-484-2982SomervilleMAComprehensive RLP®
Goff, Linda

Registered Life Planner
KelseyvilleCAComprehensive RLP®
Gordon, Matthew
CFP®
Registered Life Planner
Wealth Stream Advisors212-971-9241New YorkNYComprehensive RLP®
Greider, Thomas

Registered Life Planner
Roehl & Yi Investment Advisors, LLC541-683-2085EugeneORComprehensive RLP®
Gunther, Carmen

Registered Life Planner
Lynch Financial Advisors(916) 772-3103RosevilleCAComprehensive RLP®
Hamilton, Monica
CPA
Registered Life Planner
Greer Walker, LLP704-353-8272CharlotteNCComprehensive RLP®
Handley, Rainee

Registered Life Planner
CAComprehensive RLP®
Handy, Robert

Registered Life Planner
281-936-0614HoustonTXComprehensive RLP®
Hanlon, Robert

Registered Life Planner
RPH Financial Services570-992-1675StroudsburgPAComprehensive RLP®
Hansen, Jill

Registered Life Planner
Hansen Financial MV508-693-6693Vineyard HavenMAComprehensive RLP®
Harmon, Linda

Registered Life Planner
Harmon & Hartmon Financial Group LLC651-332-5545St. PaulMNComprehensive RLP®
Haselton, Judy

Registered Life Planner
Harmony Financial Advisors212-677-6100New YorkNYComprehensive RLP®
Hijmans, Denis

Registered Life Planner
State Farm Investment & Management Company541-343-1623EugeneORComprehensive RLP®
Ho, Laurine

Registered Life Planner
808-595-2901HonoluluHIComprehensive RLP®
Homsey, Linda

Registered Life Planner
Freya Financial Services781-756-9992WinchesterMAComprehensive RLP®
Honohan, Victoria

Registered Life Planner
Ameriprise Financial(516) 799-1206 x 212MassapequaNYComprehensive RLP®
Hull, Sam

Registered Life Planner
Whitewater Transitions, LLC(207) 985-2482ArundelMEComprehensive RLP®
Hunter, Holly

Registered Life Planner
Hunter Advisor603-431-1300PortsmouthNHComprehensive RLP®
Hurlburt, Abigail L
CFP®, RICP, RLP®
Registered Life Planner
Summit Wealth Group, LLC802-295-5300White River JunctionVTComprehensive RLP®
Johnston, Anne

Registered Life Planner
UBS310-859-5495Santa MonicaCAComprehensive RLP®
Jones, Beth

Registered Life Planner
Third Eye Associates, Ltd212-787-4292Washington DCComprehensive RLP®
Jordan, Tiphanie

Registered Life Planner
William Jordan Associates949-380-8600Laguna HillsCAComprehensive RLP®
Jordan, William

Registered Life Planner
William Jordan Investments949-380-8600Laguna HillsCAComprehensive RLP®
Joss, Daniel

Registered Life Planner
Joss Financial Group757.903.2127WilliamsburgVAComprehensive RLP®
Keefe, Jeffrey W.

Registered Life Planner
Whole Wealth Management LLC603-766-8705PortsmouthNHComprehensive RLP®
Kinder, Tom

Registered Life Planner
802-333-4070Thetford CenterVTComprehensive RLP®
King, Jody
RLP®
Registered Life Planner
Fiduciary Trust Company617-574-3424BostonMAComprehensive RLP®
Kirk, John

Registered Life Planner
Ashland RIA424-247-9378TorranceCAComprehensive RLP®
Kisner, Jeremy
CFP®, CLU
Registered Life Planner
Surevest Wealth Management7023006645PhoenixAZComprehensive RLP®
Knight, Michael

Registered Life Planner
Knight Investment Planning847-367-5191LibertyvilleILComprehensive RLP®
Koebrich, Paul

Registered Life Planner
LifeWorks, Inc.720-220-7035LittletonCOComprehensive RLP®
Le Phew, Marsha

Registered Life Planner
LePhew Financial Services, Inc.803-329-5125Rock HillSCComprehensive RLP®
Leffler, Michael

Registered Life Planner
Portfolio Advisors, Inc.559-432-8400 x4FresnoCAComprehensive RLP®
Leimberger, Mark
RLP®, CFP®
Registered Life Planner
Alpha Advisors, LLC804-754-8532RichmondVAComprehensive RLP®
Lekas, Kerry

Registered Life Planner
(603) 434-2889 EXT 13LondonderryNHComprehensive RLP®
Lenington, Derek

Registered Life Planner
Lenington Financial, LLC800-451-8629Paso RoblesCAComprehensive RLP®
Lohmar, Dan
RICP, CFP®
Registered Life Planner
United Wealth ManagementRochesterILComprehensive RLP®
Lubar, Kathy
RLP®
Registered Life Planner
LittletonMAComprehensive RLP®
Macdonald, Christine

Registered Life Planner
Value of Advice/Pension Professionals207-282-1122BiddefordMEComprehensive RLP®
Maples, Jason

Registered Life Planner
Strategic Financial Partners303-512-2900DenverCOComprehensive RLP®
Martin, Steve
CFP®, RLP®
Registered Life Planner
Purposeful Financial Planning970-443-1873Fort CollinsCOComprehensive RLP®
Maton, Michelle

Registered Life Planner
Aequus Wealth Management Resources, LLC312-664-4090ChicagoILComprehensive RLP®
McLaughlin, Dana
CFP®®, RLP®® AAMS®, C(k)P®
Registered Life Planner
www.trinitypointwealth.com 203.693.8521MilfordCTComprehensive RLP®
McLeod, Scott

Registered Life Planner
Brown Financial Advisory251-928-9498FairhopeALComprehensive RLP®
Mew-McRoberts, Sandra H.S.
CFP®, EA
Registered Life Planner
McRoberts & Associates808-261-5556KailuaHIComprehensive RLP®
Milam, Erik C
CFP®, RLP®
Registered Life Planner
TrustCore Financial615-369-1423BrentwoodTNComprehensive RLP®
Millar, Andrea Richbourg
CPA/PFS RLP®
Registered Life Planner
AICPA919.699.4514RaleighNCComprehensive RLP®
Napolitano, John

Registered Life Planner
U.S. Wealth Management LLC781-849-9200BraintreeMAComprehensive RLP®
Nichols, Laurie

Registered Life Planner
Courage 2 Confidence CoachingSeattleWashingtonComprehensive RLP®
Nobari, Kian

Registered Life Planner
Integrous415-200-0900San RafaelCAComprehensive RLP®
Nusbaum, Kathryn

Registered Life Planner
Baird Private Wealth Management(704) 571-7405CharlotteNCComprehensive RLP®
Olsen, Christopher
CFP®, RICP®
Registered Life Planner
Bridge Pointe Financial Group209-367-8700LodiCAComprehensive RLP®
Oransky, David
RLP®
Registered Life Planner
Laminar Wealth LLC800-929-6530ChesterfieldMOComprehensive RLP®
Oransky, Mary
CFP®, RLP®
Registered Life Planner
Laminar Wealth, LLCChesterfieldMOComprehensive RLP®
Owen, G Bradley

Registered Life Planner
DONNELLY WEALTH ADVISORS, INC.858-622-9009San DiegoCAComprehensive RLP®
Padden, Sheila P
CPA/PFS, CFP®®, RLP®®
Registered Life Planner
Padden Financial Planning LLC773-718-3218ChicagoILComprehensive RLP®
Parrott, Jeri

Registered Life Planner
Red Oak Asset Management608 240 1616 or 877 623 1616MadisonWIComprehensive RLP®
Pomrehn, Martin

Registered Life Planner
MP360 Financial Services+1 630 6206200Oak BrookILComprehensive RLP®
Ranstrom, Morgan

Registered Life Planner
Trailhead Planners(503) 773-9682MinneapolisMNComprehensive RLP®
Rasile, Donna
RLP®, IMCA- Series 65
Registered Life Planner
GreerWalker LLP7043538281CharlotteNCComprehensive RLP®
Roebuck-Pearson, Jo

Registered Life Planner
605-390-5551Rapid CitySDComprehensive RLP®
Rosenblum, David

Registered Life Planner
DLR Financial Design, LLC845-679-0700West HurleyNYComprehensive RLP®
Roth, Kathleen

Registered Life Planner
Waterstone Financial Group585-241-5903RochesterNYComprehensive RLP®
Rowland, Mary

Registered Life Planner
Financial Advisor Magazine845-876 2346RhinebeckNYComprehensive RLP®
Roy, Francine

Registered Life Planner
FMRoy Consulting, LLCLos GatosCAComprehensive RLP®
Ruben, Phillips

Registered Life Planner
Vision Financial Planning617-728-3600NewtonMAComprehensive RLP®
Rudolph, Patricia

Registered Life Planner
Rudolph Financial Planning(443) 542 - 5867LouisvilleKYComprehensive RLP®
Schaal, Samuel

Registered Life Planner
(214) 985-3737DallasTXComprehensive RLP®
Scott, Alex
RLP®, CFP®
Registered Life Planner
Alpha Advisors804-754-8532RichmondVAComprehensive RLP®
Shagrin, Steven

Registered Life Planner
Planning for Life925-949-3938Walnut CreekCAComprehensive RLP®
Shake, Roger

Registered Life Planner
Legacy Consulting Group972-599-4750PlanoTXComprehensive RLP®
Shendure, Ashok

Registered Life Planner
BDS Financial Network440-248-5625SolonOHComprehensive RLP®
Sigler, Andy

Registered Life Planner
908-310-7285SummitNJComprehensive RLP®
Silveira, Marcio
RLP®, CFP®, CFA, CAIA
Registered Life Planner
Pavlov Financial Planning +1.703.224.8187ArlingtonVAComprehensive RLP®
Simon, Susan

Registered Life Planner
Third Eye Associates, Ltd845-752-2216Red HookNYComprehensive RLP®
Smith, Robert

Registered Life Planner
Raymond James Financial Services, Inc.978-448-8500GrotonMAComprehensive RLP®
Smith, Jeanne

Registered Life Planner
Marca Life Planning205-408-3000BirminghamALComprehensive RLP®
Smith, Robin

Registered Life Planner
Robin Rogers LLC203-381-0430FairfieldCTComprehensive RLP®
Stadler, Bill

Registered Life Planner
NextStep Financial Planning LLC203-220-6216TrumbullCTComprehensive RLP®
Stempel, Mark
CFP®, EA
Registered Life Planner
Encore Wealth Advisors, LLC5202356985FairfaxCAComprehensive RLP®
Sterling, Cindy

Registered Life Planner
Sterling Financial Planning212-405-1616New YorkNYComprehensive RLP®
Stinson, Sheila

Registered Life Planner
GenSpring Family Offices240.482.1412Chevy ChaseMDComprehensive RLP®
Sutherland, Ken

Registered Life Planner
LifePlan Group919-858-6119RaleighNCComprehensive RLP®
Tafoya, Bradley
RLP®
Registered Life Planner
Tafoya Barrett and Associates, PC970-259-8000DurangoCOComprehensive RLP®
Tharp, Derek

Registered Life Planner
Mote Wealth Management319-393-4020Cedar RapidsIAComprehensive RLP®
Thompson, Taiya

Registered Life Planner
Gentry Wealth Management, Gentry Asset Advisory LLC702.408.1771Las VegasNVComprehensive RLP®
Wanner, Kurt

Registered Life Planner
Crosswind Advisors, LLC425-349-2527EverettWAComprehensive RLP®
Whiteley, Miriam
CFP®®, RLP®®
Registered Life Planner
Roehl & Yi Investment AdvisorsEugeneORComprehensive RLP®
Wilde, Karen

Registered Life Planner
949-466-6464San ClementeCAComprehensive RLP®
Wimbiscus, John

Registered Life Planner
Trinity Financial Advisors, LLC312-245-1300ChicagoILComprehensive RLP®
Yang, Mai

Registered Life Planner
Greenwald Wealth Management952-641-7868St Louis ParkMNComprehensive RLP®
Young, Robin

Registered Life Planner
Northstar Financial Planning, Inc603.458.2776WindhamNHComprehensive RLP®
Advanced, Presentation Training Graduate
Carrier, Lois

Carrier, Maurice & Webb Wealth Advisors423-610-0099Johnson CityTNAdvanced, Presentation Training Graduate
Hodges, Suzanne

Merrill Lynch304-528-6144HuntingtonWVAdvanced, Presentation Training Graduate
Kessel, Brent

Abacus Wealth Partners Abacus Portfolios310-566-1890Pacific PalisadesCAAdvanced, Presentation Training Graduate
Maurice, David

Carrier, Maurice & Webb Wealth Advisors423-610-0099Johnson CityTNAdvanced, Presentation Training Graduate
Advanced
Abrams, Jessica

Large Brokerage Firm530-277-5335PortsmouthCAAdvanced
Adams, Kelly L
CFP®, EA
Harbor Light Planning248-344-9616NoviMIAdvanced
Alexander, Zoe

LPL Financial602-788-6217PhoenixAZAdvanced
Almon, Erik
CFP®
MassMutual5082847972SharonMAAdvanced
Bockus, Beverly

Bockus Associates617-354-5375CambridgeMAAdvanced
Booth, Paul

Delta Wealth Management209-224-8534 ext. 1LodiCAAdvanced
Brock, Beau

Brock & AssociatesTulsaOKAdvanced
Brooks, Mary

Brooks Financial Planning719-492-1833Colorado SpringsColoradoAdvanced
Caldwell, Robert

731-669-5665JacksonTNAdvanced
Callahan, William Alan
CFA, CFP®
Callahan Financial Planning Company402-341-2000OmahaNEAdvanced
Campbell, Wayne

Campbell Financial206-232-1610Mercer IslandWAAdvanced
Carrington, Cheryl

West WindsorNJAdvanced
Chan, Ronald

2063212800SeattleWAAdvanced
Chung, Kevin K.
CFP®, CFA, CIMA, AEP
First Republic Investment Management415-262-8704San FranciscoCAAdvanced
Cilley, Arthur

TWR ServicesDanburyCTAdvanced
Clark, Lani

340-693-8791St. JohnVIAdvanced
Clearwaters, Annette
CFP®
Clarity Investments + Planning LLC2127307029Mount KiscoNYAdvanced
Clement, Charles

OpalGreat NeckNYAdvanced
Clouse, Kimberly

Via Global Advisors617-733-9873BrookineMAAdvanced
Coppes, Michael
JD
University of Hawaii Foundation808-956-3589HonoluluHIAdvanced
Crary, Mindy

Save 9 LLC206-971-6231SeattleWAAdvanced
DiMaggio, Deana

San DiegoCAAdvanced
Dixon, Phyllis

804 815-4270Gloucester PointVAAdvanced
Dwyer, Dan

Proprius Worth Management,llc585-802-8213RochesterNYAdvanced
Engle, Jake

Wealth Planning & Management, LLC206-219-5604SeattleWAAdvanced
Friedman, Janet
CFP®, CPFA, MBA
Abaris Financial Group978-371-9649ConcordMAAdvanced
Garrett, Sheryl

The Garrett Planning Network, In877-510-1500Shawnee MissionKSAdvanced
Giordano, Jesse
CFP®
morgan stanley5167737213Great NeckNYAdvanced
Goldinov, Frederick

ICW Investment Advisors480-951-2900ScottsdaleAZAdvanced
Gornto, Rick

TIGER 21281 954 6038HoustonTXAdvanced
Hagerty, Jeffrey

Polaris Financial Services, LLC908-448-2103BranchburgNJAdvanced
Halloran, Matthew

402-691-4499Advanced
Hastings, Jason
CFP®
Lexington Wealth Management781 860 7745LexingtonMAAdvanced
Healy, Robert Joseph
CPA/PFS, CFP®
RJ Healy & Company925 284-8409LafayetteCAAdvanced
Herbert, Charley

Lakeside Financial8602414636SeattleWAAdvanced
Hooper, Brooke

Advanced
Horstman, Ariadne
CFP®
Appreciate Finance650-387-5982Palo Alto CAAdvanced
Inman, Ryan
MBA, MAFM, CFP®
Advanced
Jetton, Elizabeth

RTD Financial Advisors800-893-4725AtlantaGAAdvanced
Johnson, Deborah

Johnson Bixby and Assoc. LLC360-695-1795VancouverWAAdvanced
Johnson, Benedict
CFP®, AEP, MS
512-576-8610AustinTXAdvanced
Kessinger, Peggy

Lifestyle Financial Planning, LLC503-610-8628BeavertonORAdvanced
Korn, Lee A

morgan stanley516 773 7213Great NeckNYAdvanced
Lacy, Sharon
CFP®
Liveoak PlanningWatsonvilleCAAdvanced
Lambshead, Paul

360-601-6314VancouverWAAdvanced
Luria, Kerry

Lexington Wealth Managerment7818607745LexingtonMAAdvanced
Lutzy, Judith

Judith F. Lutzy, CFP973-243-0985West OrangeNJAdvanced
Maurer, Tim
CFP®
BAM AllianceSt. LouisMOAdvanced
McLellan, Vicki

Center for Financial Planning, I248-948-7900SouthfieldMIAdvanced
McRoberts, Francis William
CFP®, CLU, CHFC, CDFA, EA
McRoberts & Associates808-261-5556KailuaHIAdvanced
Miller, Jim

Pathway Financial AdvisorsSo. BurlingtonVTAdvanced
Miller, Ronald

Resource Management LLC808-429-8123WaimanaloHIAdvanced
Neel, Tom

UU team617.484.6561BelmontMAAdvanced
Nelson, Karen

RichmondVAAdvanced
Newsom, Eli

Prism Planning, Inc.212-354-7451New YorkNYAdvanced
Owen, Geoff
CFP®, CDFA
GreerWalker Wealth Management704-353-8258CharlotteNCAdvanced
Poole, Lori B
CFP®
Bartlett Wealth Management513-345-6240CincinnatiOHAdvanced
Porter, Sandra

Sandy Porter, LLC404-377-4577DecaturGAAdvanced
Reed, Kristin

Financial Planning for Independence, Inc.802-442-9311BenningtonVTAdvanced
Rossi, Vincent

Inspired Capitalworks480-951-2900ScottsdaleAZAdvanced
Sakhuja, Rohit

MAAdvanced
Sannes, Aaron

Larry K Fox & Associates / Ameriprise FinancialWaterlooIAAdvanced
Seo, Catherine

MAAdvanced
Shah, Milind

Benefit Quest, Inc.212-389-7824New YorkNYAdvanced
Smith, Randy

Fairway Financial407-628-0850Lake MaryFLAdvanced
Stewart, Tracy

Tracy B. Stewart979-324-8179College StationTXAdvanced
Stovesand, Kirk
CPWA, CFP®, CPA/PFS
Walpole Financial Advisors, LLC8055699865GoletaCAAdvanced
Szabo, K.

650-941-5530Los AltosCAAdvanced
Talbert, Geal

Legacy Group Hawaii808-235-5100KaneoheHIAdvanced
Taylor, George

Temenos Advisory Inc.888-769-9149LitchfieldCTAdvanced
Trowbridge, Trow

Dominion Wealth Management, Inc.RestonVAAdvanced
Tucker, Michelle Heidi
CFP®/JD/CPA/PFS
3D Wealth Advisors, Inc8087911444HonoluluHIAdvanced
Uible, Woodrow
CFA
Bartlett Wealth Management5136464079CincinnatiOHAdvanced
Urban, David

585-248-4712FairportNYAdvanced
Valenzuela, Charles

PDI Financial Group, Inc.RidgefieldCTAdvanced
Vamvakias, Jennifer

Inspired Capitalworks480-951-2900ScottsdaleAZAdvanced
Van Nice, Patrick

Better Life Group515-224-1297Des MoinesIAAdvanced
Van Scoyk, Dale

Bonita SpringsFLAdvanced
VanWyck, Greg

Daniel InvestmentSanta BarbaraCAAdvanced
Volz, Amy

Verdant LLC907-463-5511SitkaAKAdvanced
Walker, Syd

Stifel, NicolausSanta BarbaraCAAdvanced
Wandres, David

928-204-0875SedonaAZAdvanced
Welsh, Roberta

Welsh & Welsh, Inc(804) 350 7277Laguna WoodsCAAdvanced
Winer, Aaron

Milestone Financial Advisors, LLC510.663.3040OaklandCAAdvanced
Winkler, Joseph

Bristlecone Advisors, LLC206.519.5685SeattleWAAdvanced
Yakubic, Rick

Free Will Baptist Family Ministries423-278-1569GreenevilleTNAdvanced
Zimmerman, Catherine

Advanced
Basic
Colman, Gayle

Colman Knight Advisory Group, LLC978-371-2015CarlisleMABasic
Johnson, Ray

Adviser Financial Group, Inc.507-280-8897RochesterMNBasic
Basic
Abel, Arnold

Thrivent FinancialSykesvilleMDBasic
Acker, Carol

Nancy K. Weeks Associates, LLC650-691-0440Palo AltoCABasic
Ahern, Stephen

Wealth Management Advisors, LLC978-970-3400TewksburyMABasic
Albright, Richard

Richard G. Albright, CFP , EA, MBA215-699-8939North WalesPABasic
Alepa, Katie

Yeske Buie703-538-2116ViennaVABasic
Alexander, Doug

Basic
Alexander, Shirley

905-337-2212Basic
Allen, Kathryn

Allen Investments847-223-9130GrayslakeILBasic
Alverez, Fernando

305-913-7161WestonFLBasic
Ames, Harvey

Ames Planning Associates, Inc.603-924-9939PeterboroughNHBasic
Anderson, Stephanie

Strategic Investment Group703-243-4433WashingtonDCBasic
Anderson, Kathleen

Sage Wealth Advisors LLC508-748-2550MarionMABasic
Anderson, Theresa

WashingtonDCBasic
Andrews, Gail

Custom Financial Design6029525588PhoenixAZBasic
April, Richard

561-742-7234Boynton BeachFLBasic
Armstrong, Hilary

Vanguard610-503-4008MalvernPABasic
Arnzen, Kris

Resonate, Inc.513-605-2500CincinnatiOHBasic
Arsenault, Mackenzie
CFP®®
Cornerstone Financial Planning2077728133PortlandMEBasic
Asato, Satoru

McNellis & Asato, Ltd., An Independent Firm952-548-3123BloomingtonMNBasic
Askey, Donald

Provident Advisory Group978-834-8558AmesburyMABasic
Athanassie, Steve

Trademark Capital727-848-8950New Port RicheyFLBasic
Augustine, Jeffrey

Augustine Financial Solutions LLC(781) 771-0880NeedhamMABasic
Austin, Brian

Poteet, Virt & Associates317-818-9365IndianapolisINBasic
Austin, Sheryl

336-275-9886GreensboroNCBasic
Babcock, Michael

The Wealth Conservatory(417) 832-0990SpringfieldMOBasic
Babcock, Michael

Howard Financial Services, LtdDallasTXBasic
Baer, Eric

Basic
Bailey, Lynn

Capital Analysts of NE617-413-5467QuincyMABasic
Baird, Richard

The Financial Source Group, Inc.800-756-2059IrvingTXBasic
Baird, Justus

770-343-8990AlpharettaGABasic
Baker, Tim
CFP®
Script Financial4105933303BaltimoreMDBasic
Ballinger, Regina

Ballinger Financial Services781-431-7711NeedhamMABasic
Barber, Carl

Creating Abundance, Inc.913-385-7050Overland ParkKSBasic
Barlow, James

Jim Barlow AdvisorsOgdenUTBasic
Barr, Beth

Wells Fargo336-253-4752GreensboroNCBasic
Barr, Janet

Collaborative Financial Solutions805-965-0101Santa BarbaraCABasic
Barrom, Stacy

FSC Securities901-202-3909MemphisTNBasic
Bartin, Bill

TIAA-CREF800-842-2004BostonMABasic
Bassow, William

Michael Anderson Wealth Strategy Advisors, LLC707-573-0326Santa RosaMIBasic
Bayliss, Howard
CFP®, CRPC
Core Financial Planning, LLC2487582304Bloomfield HillsMIBasic
Beale, Christopher

203-935-0265WallingfordCTBasic
Beck, Leslie

Compass Wealth Management LLC973-763-0766MaplewoodNJBasic
Becker, Theresa

Fiduciary Trust Company617-574-3481BostonMABasic
Beckes, Tracy

Tracy Beckes Associates, Inc.360-466-1870StanwoodWABasic
Bedel, Elaine

Bedel Financial Consulting, Inc.317-843-1358IndianapolisINBasic
Bedi, Rakesh

402-330-8518OmahaNEBasic
Beduze, G.

The Life Planning Group713-961-1999HoustonTXBasic
Bell, William

MidlandTXBasic
Bell, Steve

The Wealth Conservatory800-472-1844LivermoreCABasic
Bennett, Janice

212-980-2500Basic
Berglund, Kevin

Berglund Financial Group, Inc.360-457-5672Port AngelesWABasic
Bernard, Michael

Korhorn Financial Group Inc.GrangerINBasic
Bernard, Gerald

ICW Investment Advisors480-951-2900ScottdaleAZBasic
Bernstein, Phyllis

212-330-6075New YorkNYBasic
Bhabhrawala, Irfan

Arbor Financial7346460991Ann ArborMIBasic
Bickers, Brenda

Poteet, Virt & Associates317-818-9365IndianapolisINBasic
Billingslea, David

303-721-6055DenverCOBasic
Bishop, Matthew

BULL & BEAR CAPITAL ADVISORS9043633600JacksonvilleFLBasic
Bishop, Janelle

3051FLGeneral CounselBasic
Black, Patti

Charles D. Haines, LLC2058713334BirminghamALBasic
Blackman, Jaimie

BH Wealth Management LLC212-829-0001New YorkNYBasic
Blackwelder, Diane

Charleston Financial Advisors843-722-3331CharlestonSCBasic
Blakeley Holman, Jan

Thornburg Investment Management505.467.7350Santa FeNMBasic
Blazek, Laurie

Blazek Financial Planning708-366-4033River ForestILBasic
Blessing, Kalita

Quest Capital ManagementDallasTXBasic
Blume, Vincent

Vincent L. Blume P.C.773-275-1166ChicagoILBasic
Bobo, Michael

Riverside Financial Planning865-408-9385LoudonTNBasic
Bodnar, Doris

The Bodnar Group954-796-7000Coral SpringsFloridaBasic
Bol, Keith

602-679-5830ScottsdaleAZBasic
Bolen, Robert

Envision Wealth Planning615-242-3808BrentwooodTNBasic
Bolhouse, Kristina

616-693-2434ClarksvilleMIBasic
Boone, Norman

Boone Financial Advisors, Inc.415-788-1952San FranciscoCABasic
Borgman, Chana Aliza

Wisdom Wealth Management(305) 677-2743Miami BeachFLBasic
Borowsky, Andrew

ABC News732-819-7643EdisonNJBasic
Boucher, Frank

Boucher Financial Planning Services703-391-8466RestonVABasic
Bowen, Russ

208-529-6643Idaho FallsIDBasic
Brandenburger, Juli

Basic
Braun-Bostich, Amy

Ameriprise Financial - Braun-Bostich & Associates724-942-2639Mc MurrayPABasic
Brecher, Alan

RTD Financial Advisors, Inc.215-557-3800PhiladelphiaPABasic
Brenden, Ken

Brenden Financial Planning480-802-7433Sun LakesAZBasic
Brennan, James

410-375-6366Severna ParkMDBasic
Brennan, Sean

603-818-8142DerryNHBasic
Brennan, Patricia

610-429-9050West ChesterPABasic
Breslin, Thomas

858-643-5017San DiegoCABasic
Brewster, Charles Scott

646-249-9880NYCNYBasic
Briaud, Janet

Briaud Financial Planning979-260-9771BryanTXBasic
Bricker, Lisa

Collaborative Financial Solutions, LLC/ LPL Financial805-965-0101 / 805-898-3903Santa BarbaraCABasic
Bridges, Kimberly

BMO Private Bank(913) 323-1529Basic
Broadhurst, Jeff

Broadhurst Financial Advisors Inc.LansdalePABasic
Brodnax, John

Lake Travis Financial Advisors, LLC512-261-8800LakewayTXBasic
Brost, Kathleen A
jd, cfp, clu
Legacy Private Trust Co920-967-5074NeenahWIBasic
Brountas, Heather

Ameriprise Financial Services, Inc.603.598.9880NashuaNHBasic
Brouwer, Donovan

American Express Financial AdvisFresnoCABasic
Brown, Christopher

CommonWealth Advisory Group LLC301-258-1300GaithersburgMDBasic
Brown, Terry

American Express Financial Advis530-273-1323Nevada CityCABasic
Brown, LeeAnn

The Brown Agency206-567-4600VashonWABasic
Brown, Robert

RB Brown Insurance Agency, Inc.502-875-1301FrankfortKYBasic
Brownn, Eleanor

Brownn Consulting3104916165Los AngelesCABasic
Brownstein, Richard

973-335-9688MontivilleNJBasic
Bruck, Eric

ALLIED Consulting Group310-474-9801Los AngelesCABasic
Bruno, Stephanie

SBWA, LLCDenverCOBasic
Bryan, Janet

602-240-5913PhoenixAZBasic
Bryant, Hannah Basil

Basil Financial Group7736979528ChicagoILBasic
Buchan, Doug

Tilson Financial Group908-561-6203 x208WatchungNJBasic
Buckley, Jonathan

Buckley Financial PlanningSan RamonCABasic
Buckwalter, Matt

MJB Financial Planning, LLC(402) 817-0914LincolnNEBasic
Bue, Dave

203-454-3577WestportCTBasic
Buffardi, Elizabeth
CFP®,CPA
Crescendo Financial Planners3124203654Oak BrookILBasic
Buie, Elissa

Financial Planning Group, Inc.703-538-2116Falls ChurchVABasic
Bumgarner, Sharon

Charles Schwab623-815-3344Sun CityAZBasic
Burns, Susan

Snug Harbor Financial Planning, Inc.781.424.0166MarshfieldMABasic
Burris, Ginger

303-338-9314FranktownCOBasic
Busillo, Richard

RTD Financial Advisors, Inc.215-557-3800PhiladelphiaPABasic
Butrimovitz, Gerald

Gerald Butrimovitz and Associates Advisory Service415-566-0400San FranciscoCABasic
Buttfield, Scott

732-747-9473Red BankNJBasic
Caban, Tim

Copper Beech Advisors6106474014MalvernPABasic
Cabe, Jackie

406-486-4218GreensboroGABasic
Cadwell, Jason

Vermont Pure Financial, Inc.802-985-1566ShelburneVTBasic
Cahill, William

860-635-4800Rocky HillCTBasic
Calcagni, Donald

Mercer Global Advisors610-862-1090LevittownPABasic
Caldwell, Elizabeth

Welsh Hills FinancialNewarkOHBasic
Callahan, Patricia

Robert W. Baird & Co.571-203-1624RestonVABasic
Campbell, Sherrie
CFP®
7064103826WatkinsvilleGABasic
Campbell, William

801-921-2191Salt Lake CityUTBasic
Cao, Linda

Silver Oaks Wealth Advisors, LLC310-740-0749Los AngelesCABasic
Carbonell Smith, Margaret

Rosewood Consulting, LLC503-268-1734TigardORBasic
Carlyle, Michael

Steckler and Wynns Financial GroSan DiegoCABasic
Carney, Maedi Tanham

M&L Special Needs Planning, LLC202-841-8362WashingtonDCBasic
Carpenter, Margie

Bell Tower Advisors440.318.1988Chagrin FallsOhioBasic
Carter, Marty

Charlie D. Haines, Inc.205-871-3334BirminghamALBasic
Carter, Suzanne

Dreamcurrent (if you cant seem to locate your hearts core ..978-823-2359GrotonMABasic
Cash, J.

615-255-5941NashvilleBasic
Cassidy, James

914-701-7664PurchaseNYBasic
Caylor, Paul

970-282-8414Fort CollinsCOBasic
Chamberlain, Mike

Chamberlain Financial Planning & Wealth Management800-347-1340Santa CruzCABasic
Chandler, Laurie

Vigilant Capital Management, LLC603-431-3498PortsmouthNHBasic
Chastain, Alex

Abacaus Planning Groups Inc.ColumbiaSCBasic
Chavanne, Carolanne

949-495-5708Laguna NiguelCABasic
Christie, James

Freedom Wealth Management, LLC908-204-9299Basking RidgeNJBasic
Cicalese, Reynold

Alloy, Silverstein, Shapiro, Adams, Mulford, Cicalese, Wilson & Co.856.667.4100 Ext. 1000Cherry HillNJBasic
Clark, Douglas

Douglas F. Clark, CPA, PC816.501.5115Lees SummitMOBasic
Clark, Brad

Sherpa Wealth AdvisorsNorth HamptonNew HampshireBasic
Clark, Jason

ICMA Retirement CorporationWashingtonDCBasic
Clarke, George

U.S. Wealth ManagementBraintreeMABasic
Clarkson, Shanna

480-674-5804San JoseCABasic
Cloos, Mary

217-352-1927ChampaignILBasic
Cody, Angela

PlanoTXBasic
Coen, Richard

WABasic
Coffman, Brett

704-607-7980Fort MillSCBasic
Cole, Jennifer

Cole Financial Consulting, LLC505-286-7915Sandia ParkNMBasic
Cole, George

732-557-5550Toms RiverNJBasic
Cole, Jason

Abacus Wealth Management, Inc215-656-4280PhiladelphiPABasic
Cole, Jr., Robert

502-589-1772LouisvilleKYBasic
Collier, John

Ameriprise FinancialIndependenceOHBasic
Collins, Dion

Collins Advisory714-525-5039FullertonCABasic
Collins, Melissa

928-526-1006FlagstaffAZBasic
Colton, David

978-557-5361North AndoverMABasic
Colwell, David

Basic
Comer, Braxton

Bragg Comer Financial Advisors469-402-2200RockwallTXBasic
Congen, Cindy

501-376-9051Little RockARBasic
Connelly, Brendan

Index Funds Advisors, Inc.MadisonWisconsinBasic
Conner, Christine

Laurus Financial Advisors469-402-2200HeathTXBasic
Cook, James

MMBBLeawoodKSBasic
Corbett, Dana

Robert W. Baird & Co. Inc.800-888-4792MadisonWIBasic
Corcoran, Philip

The Corcoran Group202-333-4775WashingtonVABasic
Corrigan, Patrick

West Coast Financial, LLCSanta BarbaraCABasic
Costa, Cheryl

Family Financial Architects, Inc.580-655-0210NatickMABasic
Couch, Barton

Couch Hallum Financial Group512-527-8411AustinTXBasic
Crabbe, Carlton

Basic
Cray, Jennifer

Investors Capital Management, LLC866-966-9291Menlo ParkCABasic
Crouse, Linda

Schultz & Crouse, PC503.244.8879PortlandORBasic
Cubby, Chrisanne

Temenos Advisory888-769-9149 Ext. 4LitchfieldCTBasic
Cullington, Elisabeth

Cullington Hill Advisors Inc.San DiegoCABasic
Culver, Barbara

Resonate Companies513-605-2500CincinnatiOHBasic
Cundick, Joel

The Corcoran Group202-333-4775WashingtonDCBasic
D., James

Hallett & Associates, P.S.Port AngelesWABasic
Darbe, Alexa

Northstar Financial Planning, Inc603.458-2776WindhamNHBasic
Davies, Michael

Financial Perspectives Planning800-726-3707BostonMABasic
Davis, Kevin

Davis Financial972-233-8300DallasTXBasic
Davis, Saundra

510-672-0031PinoleCABasic
Davis, Al S
CFP®
Davis Financial Planning828-398-5050AshevilleNCBasic
Davis, Melinda

Northstar Financial Planning, Inc.603-458-2776WindhamNHBasic
Davison, Tom

Summit Financial Strategies, Inc614-885-1115ColumbusOHBasic
Dawson Guerin, Kathy

Dawson AssociatesNorth WalesPABasic
Day, Sara

MMBB917-208-2054WestchesterILBasic
Day, Ray

Legacy Financial Group, LLC310-756-1710TorranceCABasic
de Padua, Merceditas

Bryant, Carroll & Associates770-352-9650AtlantaGABasic
Dean, Thomas

State Farm InsuranceVeniceFLBasic
Dean, Mary

Dean Consulting & AssociatesSan DiegoCABasic
DeCanio, Marjorie

DeCanio & Associates941-330-1931SarasotaFLBasic
DeCanlo, Marjorie

Basic
DeChaineau, Rick

Secure Choice Financial Planning, LLC253-472-7526TacomaWABasic
Dedecker, George

GED Associates Inc.908-561-4333WarrenNJBasic
DeFord, Sharon

Becker Capital Management, Inc.503-223-1720PortlandORBasic
DeGregorio Jr., Anthony

732-888-7744HolmdelNJBasic
Del Monte, Richard

Del Monte Group, LLCAlamoCABasic
Del Monte, Ingrid

Del Monte Group LLCAlamoCABasic
DeLeon Jr., Gabriel

Morgan Stanley914-251-0487PurchaseNYBasic
Delle Donne, Anne

303-768-0007EnglewoodCOBasic
Demers, Maureen
CFP®
Demers Financial Planning9784944337North AndoverMABasic
Dempsey, Patrick

Dempsey Wealth Management, LLC210 509-1900San AntonioTXBasic
Deshong Kinkelaar, Mary

Kinkelaar & Assocites312-528-9077ChicagoILBasic
Dettre, Thomas

True North Financial Planning, LLCBurlingtonVTBasic
Deutsch, Neal

Chestnut Investment Group914-369-0016MonseyNYBasic
Devine, Mary Pat

Key Asset Management5148-488-5755WatervlietNYBasic
Deyeso, John

Financial Filosophy917-916-2207New YorkNYBasic
Diliberto, Roy

RTD215-557-3800PhiladelphiaPABasic
Dill, Gary

State Farm Insurance CompaniesDallasTXBasic
DiSalvo, Joseph

Quest Capital & Risk Management, Inc.631-724-3933SmithtownNYBasic
Dobbs, Jim

Dobbs Wealth, LLCGreenwood VillageCOBasic
Doetsch, Julie

914-478-3496HastingsNYBasic
Dohrs, Larry

Newground Social Investment206-522-1944SeattleWABasic
Dollard, Kathleen

Nashoba Financial Planning978-635-9687BoxboroughMABasic
Donaghy, Liz

Donagy Wealth ConsultantPhiladephiaPABasic
Donahue, Joan H.

Ameriprise781 235 9952WellesleyMABasic
Donnell, Robert

New OrleansLABasic
Dorren Hosack, Dayle

404-818-6535DecaturGABasic
Dortch, Philip

865-521-5233KnoxvilleTNBasic
Dougherty, William

Dougherty & Associates Financial Services208-773-7551Post FallsIDBasic
Dowling, Ellen

ChicagoILBasic
Dubois, Tjarda

De Kleine Filosoof+31(0)651499429Basic
Duckworth, John

Trust Company of IllinoisBasic
Duffy, Thomas
CFP®
Jersey Shore Financial Advisors LLC732-229-7489Tinton FallsNJBasic
Dulmage, William John

6035487368LondonderryNHBasic
Dungca, Felixberto

Dept of Land Mgmt, Govt of GuamBarrigadaGUBasic
Durso, Richard

RTD Financial Advisors215-557-3800PhiladelphiaPABasic
Earl, Amee

Wells Fargo Advisors919-521-1679RaleighNCBasic
Eaton, Andrea

Cornerstone Wealth AdvisorsBasic
Edwards, Dirk

Edwards Consulting LLC5032224708Lake OswegoORBasic
Eggerton, Jimmy

Dr. Js Financial Services, LLC541-754-7439CorvallisORBasic
Eisenberg, Lee

608-798-0071VeronaWIBasic
El Zein, Adelaide

MWBoone and Associates425-337-0987BellevueWABasic
Emery, David

Wealth Management & Trust Univest National Bank & Trust Co.267-898-0534DoylestownPABasic
Engelkemier, Larry

Prosperity Wealth Management, LLC913-890-8777Overland ParkKSBasic
Evanovich Jr., Joe

888-440-1067WashingtonIABasic
Ewart, Joslyn

Entrust Financial, LLC610-687-3515WaynePABasic
Face, Larry

Next Level Achievement941-351-3245SarasotaFLBasic
Fain, Paul

865-690-1231KnoxvilleTNBasic
Farkas, Charlene

Laird Norton Tyee206-464-5101SeattleWABasic
Farris, Sherilyn

Outrigger Enterprises, Inc.541-349-1220EugeneORBasic
Fieweger, Rachel

RTD Financial Advisors, Inc.215-557-3800PhiladelphiaPennsylvaniaBasic
Fiorio, Mike

Fiorio Brothers Investment Center715-682-8439AshlandWIBasic
Firth, Ryan R
CPA
Mercer Street Personal Financial Services3467044690BellaireTXBasic
Fish, Richard

Eastern Nazarene College781-749-6187HinghamMABasic
Fisher, Susan

Rockhill Financial Planning LLC215.603.4946TelfordPABasic
FitzPatrick, John

Morris Planning Associates, Inc.973-267-7900Morris PlainsNJBasic
Fleming, Marion

TRAAC CO LTDHoustonTXBasic
Fleszar, Roxanne

305-295-9628Key WestFLBasic
Floersheim, Scott

Meridian Tax Advisors505.828.2220AlbuquerqueNMBasic
Flynn, Jack

Basic
Fogle, Beverly

360-256-8812VancouverWABasic
Folk, Karen

Folk Financial PlanningUrbanaILBasic
Forman, Craig

585-241-5900RochesterNYBasic
Forouzan, Soli

Cogent Capital Group713-893-1096HoustonTXBasic
Fortin, Julie

Northstar financial planning603-458-2776WindhamNew HampshireBasic
Foulke, Mary

Basic
Fox, Marjorie

Fox, Joss & Yankee7038891115RestonVABasic
Frakes, Kathy

Basic
Framson, Joel

Allied Consulting Group310-473-0100Los AngelesCABasic
Frank, Nancy

Frank Advisory Services212-535-0009New YorkNYBasic
Frankel, Mckenzie

Entrust Financial, LLC610-687-3515WaynePABasic
Freed, Kathleen

Citizens Bank610-941-5328Plymouth MeetingPABasic
Freedman, Lucille

510-653-7223OaklandCABasic
Freeman, Donna

Resonate Companies513-605-2500CincinnatiOHBasic
Freiburger, Eileen

310-426-2172El SegundoCABasic
Fritz, JoEllen

The Garrett Planning Network, In877-510-1500Shawnee MissionKSBasic
Frye, Jim

Financial and Investment Management Group, Ltd.213-929-4500Traverse CityMIBasic
Fuller, Charles

MetLife Broker Dealer Group609.658.2769EffinghamNHBasic
Fulton, Aaron

Honkamp Krueger Financial ServicesShakopeeMNBasic
Fusco, Ken

970-259-9442DurangoCOBasic
Gantsweg, David

American Express Financial AdvisSan FranciscoCABasic
Gantzert, Paul

815-773-2312JolietILBasic
Garcia, Sergio

Omega Wealth Management LLC703-387-0919ArlingtonVABasic
Garcia, Karolee

Banco Popular de PR787-294-0002San JuanPRBasic
Gardner, David

Confluence Fin. Advisors3034495552BoulderCOBasic
Garrett, Kristin

Basic
Garrison, Michael

The Garrison Group/UBS FinancialWest ChathamMABasic
Garrity, Jack

513-793-1653CincinnatiOHBasic
Garvan, Greg

First Affirmative/ Money with a Mission607-257-8042IthacaNYBasic
Gehler, Sandra

Robert W. Baird & Co. Inc.608-830-3500MadisonWIBasic
Gelfeld, Stephanie

Accountable Financial Group, LLC303-881-9431Greenwood VillageCOBasic
Gelin, Lisa

Smith Barney781-672-5128WalthamMABasic
George, Kristina

Northstar Financial Planning, Inc.603.458.2776WindhamNHBasic
Gerhart, Judith

The Gerhart GroupCamarilloCABasic
Gershkoff, Susan

Law Offices of Susan GershkoffLincolnRhode IslandBasic
Gettinger, Don

co Glowecki Group310-966-4638Los AngelesCABasic
Gibney, Mike

Highland Financial973-557-2933RiverdaleNJBasic
Gibson, Mary Lacey

831-623-2126San Juan BautistaCABasic
Gibson, Robert

Gibson Capital Management916-922-9999SacramentoCABasic
Gilbert, Ben

Silver Oak Advisory Group503-242-1715PortlandORBasic
Gilbert, Jeffrey

PDS Planning Inc.614-481-8449ColumbusOHBasic
Glass, Margaret

919-781-1818RaleighNCBasic
Glowacki, Michael

Aspiriant310-473-0100Los AngelesCABasic
Goldbaugh, Roberta

RTD Financial Advisors, Inc.800-893-4725AtlantaGABasic
Goldman, Fran

Frango Financial LLC202-244-4460WashingtonDCBasic
Goldstick, Jacquelyn

Core Wealth Management561-491-0231JupiterFLBasic
Golub, Leonard

New Capital Management LP713-874-1444HoustonTXBasic
Good, Garry

Good Financial Advisors309-661-1375BloomingtonILBasic
Goodman, Jennifer

UBS Financial Services Inc.505-989-5110Santa FeNMBasic
Goodman, Michael

Wealthstream Advisors, Inc.New YorkNYBasic
Goodstein, Alan

818-708-3046BurbankCABasic
Gore, Peter

Gore Capital ManagementWilliamsburgVABasic
Gosch, William Joseph

William Joseph Gosch CPA281.259-6127MagnoliaTXBasic
Goslin, Robert

Table Mountain Casino & Bingo559-822-7777FriantCABasic
Governo, Sarah

Basic
Granata, Angela

419-259-8066ToledoOHBasic
Graves, Robert

626-335-5885GlendoraCABasic
Grbac, Richard

Strategic Advisory Services LP888-977-6444HoustonTXBasic
Greer, Bradley

AlbuquerqueNMBasic
Gregory, Janice

The Office of Economic Initiative603-227-0417ConcordNHBasic
Gregory, Joshua

Korhorn Financial Group Inc.GrangerINBasic
Griffin, Arthur

Arthur Griffin, MBA, CPA, CFPFort WorthTXBasic
Griffith, Warland

Wealth Management Advisors, Inc.305-238-8511MiamiFLBasic
Grimes, Frances

308-382-3986Grand IslandNEBasic
Grochmal, Philip

IMCA Retirement CorporationWashingtonDCBasic
Gross, Kevin

916-208-0616Granite BayCABasic
Gross, Rick

American Express Financial Advis925-225-2098PleasantonCABasic
Groth, Judy

Groth and Associates, a financial advisory practice of Ameriprise Financial207-990-4787BangorMEBasic
Gruber, Thomas

SunDance Wealth Management Group, LLCFloridaBasic
Guardino, Sal

MilpitasCABasic
Guarino, James

MFA - Moody, Famiglietti & Andronico, LLP978-557-5377WakefieldMABasic
Gugle, Ann
CFP® CPA
Alpha Financial Advisors, LLC704-823-6093CharlotteNCBasic
Haas, David

Scipione Wealth AdvisorsFair LawnNJBasic
Habermehl, Terence

Planning with Purpose Inc.937-655-9099WilmingtonOHBasic
Hackett, Mary Jo

MJ Hackett Insurance Brokerage,800-941-5694WellfleetMABasic
Hall, Vernon

909-781-7320RiversideCABasic
Hallett, James

Hallett & Associates, P.S.360-457-6000Port AngelesWABasic
Hallier, Randall

913-402-0313Overland ParkKSBasic
Halvorsen, Michael

215-256-4600HarleysvillePABasic
Hamilton, Wm.

WBH Financial Services503-699-9200Lake OswegoORBasic
Hampton, Michael

Get Rich Slowly503-310-5057PortlandORBasic
Hancock, Allen

541-343-2420EugeneORBasic
Hand, Jason

Basic
Hanley, Debra

Omega Wealth ManagementArlingtonVABasic
Hannan, Roger

Hannan & Associates847-816-8222LibertyvilleILBasic
Hanratty, John

studentEdmondsWABasic
Hansen, Susan

Hansens Advisory Services, Inc.315-637-5153FayettevilleNYBasic
Hanson Enos, Judith

Trust Company of Illinois630-545-3653Glen EllynILBasic
Hansz, Aaron

MetLife ResourcesHockleyTXBasic
Harclerode, Robert

Stonebridge Capital Management973-244-9696West CaldwellNJBasic
Hardy, James

Ameriprise Financial - Braun-Bostich & Associates724-942-2639Mc MurrayPennsylvaniaBasic
Harner, Tim

Basic
Hartman, Thomas

603-643-4774HanoverNHBasic
Harvey, Jason

Active Lifestyle Financial Planning(843) 225 2058Folly BeachSCBasic
Hassan, Abdul

305-893-6628MiamiFLBasic
Hasse, Patricia

JP Morgan Chase212-270-6060New YorkNYBasic
Hathaway, Patricia

Socially Responsive Financial Ad541-686-1908EugeneORBasic
Haubrich, Michael

Financial Service Group, Inc.262-554-4500RaineWIBasic
Hayek, Mark

Palm DesertCABasic
Hays, Elaine

Hays and Hays Financial Services806-371-9188AmarilloTXBasic
Hazel, Michael

913-647-9700Overland ParkKSBasic
Hazelbaker, Jana

Harper Associates239-263-0000NaplesFLBasic
Hedberg, Nicolle

Sapient Private Wealth ManagementEugeneORBasic
Hein, Keith

Basic
Henderson, Brian

The Keystone Financial Alliance of Raymond James (R)770-952-1345AtlantaGABasic
Hendricks, Patricia

Waddell & Reed505-699-3081DubuqueIABasic
Herbert, Bruce

Newground Social Investment206-522-1944SeattleWABasic
Hermann, Curtis

Wells Fargo Advisors603-334-4024AmherstNHBasic
Herron, Casey Ames
CFP®®, RICP®, CTFA, ChFC®, CLU®, CAIA, EA
TIAA7204255134SpokaneWABasic
Hess, Eric

Alpha Financial Advisors LLCMcLeanVABasic
Hewitt, Alan

Al Hewitt Inc.877-254-3948LancasterCABasic
Hewitt, Josette

Al Hewitt Inc.877-254-3948LancasterCABasic
Hickey, Michael

Albany Financail Planners518-482-5777AlbanyNYBasic
Hickman-Fay, Tammy

515-992-3355Dallas CenterIABasic
Hill, Cindi

909-609-3855WildomarCABasic
Hillegas, Craig

Hillegas Advisory Services760-489-2781EscondidoCABasic
Hine, Gilbert

Basic
Hinrichs, Sherry

707-570-1433Santa RosaCABasic
Hite, Nancy
CFP®, CLU, CHFC, CWS
The Strategic Wealth Advisor561-997-8800Boca RatonFLBasic
Hoang, June

826-366-1021Basic
Hobson, Martha

865-481-0045Oak RidgeTNBasic
Hoch17 SChwender, John

RTD Financial Advisors, Inc.215-557-3800PhiladelphiaPABasic
Hoffman, Matthew

MMBBNew YorkNYBasic
Holden, Katherine

Holden Financial Planning610-574-8178WaynePABasic
Holland, Charlene

SunTrust Private Wealth ManagementAtlantaGABasic
Hollen, Joe

775-829-8238RenoNVBasic
Holzwarth, Dennis

214-349-8326DallasTXBasic
Hosack, Dayle

DecaturGABasic
Hosler, Bruce

Hosler Wealth Management LLC928-778-7666PrescottAZBasic
Howe, Jessi

Silver Oak Advisory Group503-242-1715PortlandORBasic
Howell, Larry

RoswellGABasic
Howland, Robert

813-333-2900PalmettoFL FloridaBasic
Hubbard, Bruce

206-661-7696SeattleWABasic
Hughes, Herbert

DanvilleCABasic
Hutchins, Jay

903-448-0027NHBasic
Hutchinson III, Burwell

BLH Financial Services302-836-4259BearDEBasic
Hwang, Margaret

909-624-4044ClaremontCABasic
Ioffredo, Alan

781-861-1232BurlingtonMABasic
Ippoliti, Michael

Valley National Financial Advisors610-868-9000BethlehemPABasic
Isham, Dominik

Northern Financial Advisors248-985-1632Bloomfield HillsMIBasic
Isham, Christine

Northern Financial Advisors248-985-1632Bloomfield HillsMIBasic
Jackson, Thomas

T. Jackson & Company, P.C.281-890-5800HoustonTXBasic
Jadlow, Joanna

Robertson Griege & Thoele214-360-7000DallasTXBasic
James, Don

440-238-0222StrongsvilleOHBasic
Jansen, Laura

TFO PhoenixPhoenixAZBasic
Jaworski-Faulhaber, Diane

Synergy Financial Services510-538-0948Castro ValleyCABasic
Jenkins, John

Asset Preservation Strategies, Inc.858-455-1825San DiegoCABasic
Jennings, Ben

Navigator Financial Planning, Inc253-589-3366LakewoodWABasic
Johnson, James

Lighthouse Financial PlanningFulsomCABasic
Johnson, Reid

The Planning Group, LLCScottsdaleAZBasic
Johnson, Keith

ICMA Retirement Corp916-932-7200TemeculaCABasic
Johnson, Stephen

Johnson Marotta650-494-2733Palo AltoCABasic
Johnston, Sheila

502-345-1841LouisvilleKYBasic
Jones, D. Alfred

Jones Financial Consulting, LLC715-577-2778Eau ClaireWIBasic
Jones, Kim

Jones Strategic Financial Planni303-819-2021BroomfieldCOBasic
Jones, Evan

Stordahl Capital ManagementGreenwood VillageCOBasic
Jones, Jared

Omega Wealth ManagementArlingtonVABasic
Jones, Nancy Langdon

ClaremontCABasic
Josephson, Darren

208-529-6643Idaho FallsIDBasic
Kahn, Ronnie

818-712-9299Woodland HillsCABasic
Kamemoto, Allen

808-527-8880HonoluluHIBasic
Kaplan, Howard

Kaplan & Co.201.568-6060TenaflyNJBasic
Kaplan, Jocelyn

Advisors Financial, Inc.703-883-0300Falls ChurchVABasic
Kaprelian, Karekin

480-473-0376AZBasic
Kasper, Gerald

Coastal Trust & Investment Services919-865-3362CaryNCBasic
Katzeff, Hillel

HK Financial, Inc.858-550-0425San DiegoCABasic
Kay, Michael

Financal Focus LLC973-533-0666LivingstonNJBasic
Keegan, James

MMBBNew YorkNYBasic
Keener, Worthy

Basic
Keener, Jean

Keener Financial Planning817-993-0401KellerTXBasic
Kelley, Joel

Woodstone Financial, LLC828-687-8082AshevilleNCBasic
Kendall, Susan

Kendall Financial ServicesPacific GroveCABasic
Kennedy, Paula

908-654-9159Scotch PlainsNJBasic
Kennell, Rebecca

Custom Financial Design602-952-5588PhoenixAZBasic
Kenworthy, Paul

612-455-2902MinneapolisMNBasic
Ketron, Russell

Ketron Financial, LLC415-892-0928NovatoCABasic
Khalsa, Siri Atma

Siri Atma S. KhalsaSanta CruzCABasic
Khinda, Pamela

Frango Financial202-244-4408WASHINGTONDISTRICT OF COLUMBIABasic
Kibler, James

212-430-3871Basic
Kimmel, Michael

Wealthstream Advisors, Inc.New YorkNYBasic
Kimura, Alexander

Moran, Kimura & Heising, LLCTorranceCABasic
Kinkead, Steven

Wall Street Financial Planners IGrand JunctionCOBasic
Kinneberg, Paul

Longview Financial, Inc.763-389-9355ZimmermanMNBasic
Kirio, Clayton

808-944-4026HonoluluHIBasic
Kirz, Paul

Paul H. Kirz MDFullertonCABasic
Klane, Steven

Lurie Besikof Lapidus & Company, LLP612.377.4404MinneapolisMNBasic
Klein, Robert

Retirement Income Center949-251-0910Newport BeachCABasic
Klein, Alicia

Cambridge Financial Group5205310550TusconAZBasic
Klein, Lauren

Klein Financial Advisors, Inc.949-477-4990Newport BeachCABasic
Knight, Travis

Basic
Kober, Tim

Cedar Financial Advisors, LLC503-206-6222PortlandORBasic
Koepf, Britta

Practical Financial Planning, Inc.216-688-3737Rocky River OHBasic
Kohler, Barry

BDMP Wealth Management207-541-2307PortlandMEBasic
Kondo, Alan

626-449-7783PasadenaCABasic
Konetzny, John

The Practical Planner, LLC9787930738GrotonMABasic
Konopaske, Bradley

Empire Asset Management Group LLAlbanyNYBasic
Koontz, Dottie

360-425-0100LongviewWABasic
Korch, Michael

Korch & Associates206-579-9409SeattleWABasic
Korhorn, Kevin

Korhorn Financial Group Inc.GrangerINBasic
Kramer, Kay

KLB Financial952-885-9088EdinaMNBasic
Krane, Justin

Krane Financial Solutions310.914.0128Los AngelesCABasic
Krempa III, A. Charles

215-345-5020FountainvillePABasic
Krim, Robert

732-918-7700NeptuneNJBasic
Krueger, Cheryl

Growing Fortunes Financial Partners, LLC847-230-9636SchaumburgILBasic
Kulyk, Margaret

Ameriprise404-294-8280DecaturGABasic
Kunz, Debra

Integrity Investment Advisors913-219-9635Overland ParkKSBasic
Kurtz, Marty

309-797-4030MolineILBasic
Kushar, Peter

303-792-0715CentennialCOBasic
Kusske, Mary

Basic
Kwiatkowski, Mike

Retirement Solutions, Inc.NapervilleILBasic
Kyarsip, Geleg

Kyarsip Financial Advisors206-686-3306SeattleWABasic
LaCross, Richard

Vitale, Caturano & Co.617-912-9000BostonMABasic
Ladd, Nancy

Trinity Financial Advisors, LLC312-245-1300ChicagoILBasic
Laine, Michael

laine wealth mgt310-568-4516El SegundoCABasic
Lamb, Lara

Lamb Financial Planning818-942-7100CABasic
Lampe, Carol

412-422-9954PittsburghPABasic
Lander, Ann-Marja

562-597-6632Long BeachCABasic
Landt, Jeff

MNBasic
Lange, Nancy

810-632-5024HartlandMIBasic
Langer, Rick

Michael, Best Friedrick LLP608-283-2248MadisonWIBasic
Larson, Rorik W
CFP®, EA
Essential Financial Strategies708-949-6194Palos HeightsILBasic
Laurita, Jenny

Basic
Law, Susan

Basic
Lee, Christopher

New England Capital Financial Advisors, LLC203-935-0265South MeridenCTBasic
Lee, Susan

212-633-1516New YorkNYBasic
Lee, Toni

Cain, Watters & Associates, PLLC972-233-3323PlanoTXBasic
Lee-Driscoll, Roberta

808-524-6823HonoluluHIBasic
Leftenant, Tresa

509-972-3338YakimaWABasic
Leighton, Paul

North Star Resource Group612-617-6121MinneapolisMNBasic
Leinster, Carter

336-230-0071GreensboroNCBasic
Leitman, Cynthia

LPL Financial Services510-272-9501OaklandCABasic
Lembcke, Julia
CFP®, CLU, ChFC
URS Advisory5615940100West Palm BeachFLBasic
Lembcke, Erik
CFP®
URS Advisory5615940100West Palm BeachFLBasic
Lemon, Paul

Integrated Financial Planning, P.C.970-259-6739DurangoCOBasic
Leonard, Kathy

Leonard Financial Ltd.3036-449-5760BoulderCOBasic
Levenson, Debbie

Braver Wealth Management LLC617-969-0223NewtonMABasic
Licht, Alice

Asset Growth Inc.847-446-4082WinnetkaILBasic
Ling, Michael

Berkeley, Inc.208-395-0422BoiseIDBasic
Livingston, Buz

850-267-1068Santa Rosa BeachFLBasic
Locus, Heather

Balasa Dinverno Foltz Hoffman LSchaumburgILBasic
Lofaro, Margaret

Lofaro Financial Group Inc.GlendaleCABasic
Loftin, Robert

AmSouth BankBirminghamALBasic
Logan, Elizabeth

PasadenaCABasic
Longo, Kathleen

Basic
Lord, Donald

MDBasic
Losey, Bill

Bill Losey Retirement Solutions, LLC518-581-1666WiltonNYBasic
Lough, David

Lough Insurance Advisory, LLC727-725-3336ClearwaterFLBasic
Love, William G.
CFP®, RICP, CPC
RTD Financial PhiladelphiaPABasic
Lowell, Sabrina

Mosaic Financial Partners, Inc.415-788-1952San FranciscoCABasic
Loweth, Robert

Commonwealth Financial Network910-791-3343WilmingtonNCBasic
Luck, Lori

Schultz & Crouse, PC503.244.8879PortlandORBasic
Ludwig, Judy

Tandem Financial Services, Inc.781-821-4890CantonMABasic
Lund, Dennis

703-736-0430ReotonVABasic
Lund, Christopher

Lund Financial Croup508-618-1262MansfieldMABasic
Lunsford, Michael

Lunsford Financial Planning, Inc303-666-6442LouisvilleCOBasic
Lynn, Jean

T. Rowe Price410-345-4145OdentonMOBasic
Lyon, Terry

Breakforth Investment Management412-367-2229PittsburghPABasic
MacBean, Christopher

Basic
Mack Dayoub, Iris

Dayoub Financial Designs912-353-9343SavannahGABasic
Mackay, Holly

Chevy Chase Financial Services240-497-7215BethesdaMDBasic
Madarasz, Marie

Quest Capital & Risk Management, Inc(631) 724-3933SmithtownNYBasic
Madlener, Alex

Open Circle Advisors203-985-0448North HavenCtBasic
Magee, Nancy

Financial Planning Advisors610-376-6334WyomissingPABasic
Mahoney, Robert

MetLife Financial ServicesTemeculaCABasic
Mahoney, Neil

Cambridge Southern Financial Advisors801-938-4848SandyUTBasic
Maloy, Deborah

Maloy Financial Services781-245-3466WakefieldMABasic
Mannes, George

Money MagazineNew YorkNYBasic
Manning, Stephanie

913-647-9700Overland ParkKSBasic
Manske, Jim

505-344-1305AlbuquerqueNMBasic
Manske, Jori

505-344-1305AlbuquerqueNMBasic
Marble, Amanda

Oregon Public Employees Retirement System503-598-7377TigardORBasic
Margolis, Mary

Stavis Margolis Advisory Service713-552-9277HoustonTXBasic
Margulin, Steven

505-345-6611AlburquerqueNMBasic
Markett, Kevin

Geller Family Office Services LLCNew YorkNYBasic
Marks Jarvis, Gail

Chicago Tribune312-222-3352ChicagoILBasic
Marsden, Wendy

4138294832GreenfieldMABasic
Martens, J. Chris

PotomacMDBasic
Martin, Lee

TRUE425-283-1300BellevueWashingtonBasic
Martin, Stephen
CFP®, CPA, JD,
Oasis Wealth Planning Advisors6158813954NashvilleTNBasic
Martindale, Judi

FeeOnly Financial Planning805-773-2400Shell BeachCABasic
Martula, David

413-586-8002HadleyMABasic
Massey, Joshua

Joshua Massey978-468-2579S HamiltonMABasic
Massoglia, John

Massoglia Financial Planning, LL847-797-7863Arlington HeightsILBasic
Mathis, Stephen

Jefferson CityMOBasic
Maton, Cicily

312-664-4090ChicagoILBasic
Matthews, Jon

Cadre Financial Group816-505-0010ParkvilleMOBasic
Matthews, Gary

First Affirmative Financial Network800-801-1219New YorkNYBasic
Maupin, David

Associated Securities Corp.RedlandsCABasic
May, Randall

Randy May Financial Planning813-656-0368Pacific GroveCABasic
Mayes, Richard

Mayes Financial Planning760-729-8900CarlsbadCABasic
Mazza, Gwen

enSpirit, LLC (Coaching)595-723-5544RochesterNYBasic
Mazza, James

James Mazza & Associates585-723-5510RochesterNYBasic
McAuley, Mark

816-587-2459Kansas CityMOBasic
McAvoy, John

Waterstone Retirement Services781-821-0700CantonMABasic
McCall, Karen

Financial Recovery Counseling In415-457-7019San AnselmoCABasic
McCants, Susan

Abacus Planning Group803-933-0054ColumbiaSCBasic
McCarley, David

David McCarley CFP513-792-9990CincinnatiOhioBasic
McClain, Laurie

Socially Responsive Financial Ad514-686-1908EugeneORBasic
McClarren, Cole

Cambridge Financial Group8145742883TucsonAZBasic
McConico, David

303-903-4356AuroraCOBasic
McCosker, Roger

(775) 240-3462RenoNBasic
McCosker, Brett

951-696-2399MuriettaCABasic
McCullough, Stephanie

AFG610-640-7641BerwynPABasic
McDade, Stephen

RTD Financial AdvisorsBasic
McDonough, Tim

InterAction301-656-2948WashingtonDCBasic
McEntegart, Joe

ARMA AviationTampaFLBasic
McFarland, Anne

Davis Financial Planning828.398.5050AshevilleNCBasic
McGuckin, James

732-918-7700NeptuneNJBasic
McNamara, Justin

Commonwealth Financial NetworkMarshfieldMABasic
Medigovich, Laura

M&T BankFishkillNew YorkBasic
Melchoir, Gary

Enterprise Bank & TrustSaint PetersMDBasic
Meltzer, Ronni

Anderson Kill P.C.212-580-1877New YorkNYBasic
Merrithew, Leslie

Merrithew & Thorsten, Inc.San DiegoCABasic
Merritt, Judith

Merritt Personal Services617-522-8655Jamaica PlainMABasic
Metcalfe, Deanna

Maggie Kulyk & Assoc.404-294-8280DecaturGABasic
Miars, Jay

AICA Financial GroupCarlsbadCABasic
Michniak, Amelia

Ameriprise Financial248-244-9160TroyMIBasic
Mickelson, Glenn

Professional Financial Solutions, LLC703-385-0870FairfaxVABasic
Miller, Michael

262-208-8520MequonWIBasic
Miller, Donna

Miller Musmar703-863-6877RestonVABasic
Miller, Michael

MMA Trust Co.970-672-0890Fort CollinsKSBasic
Miller, Susan

Aurora Financial Advisors, LLC781-239-9996Wellesley HillsMABasic
Miller, Colleen

970-212-4720Fort CollinsCOBasic
Milne, James

Milne Financial Planning, Inc.800-360-0662West DanvilleVTBasic
Monaghan, Thomas

303-782-0303DenverCOBasic
Moncier, Janice

WashingtonDCBasic
Moore, Elwyn

AeGIS Financial Group, Inc.602-448-0160PhoenixAZBasic
Moore, Mark

Lifetree Financial Advisors513-368-6527West ChesterOHBasic
Moore, Judy

702-579-7000Las VegasNVBasic
Mora, Carolyn

Carolyn L Mora, CPA, PC915-577-0926El PasoTXBasic
Morales, Robert

Strategic Wealth Management, Inc210-393-7585AllenTXBasic
Morhauser, Cheryl

530-477-9519Nevada CityCABasic
Morris, Michelle

BRIO6179340419QuincyMABasic
Morris, Patricia

Personal Money Manager617-332-0053NewtonMABasic
Morrissey, William

360-336-6527Mt. VernonWABasic
Morse, William

262-241-5988ThiensvilleWIBasic
Morse, Susan

Mosaic Financial Partners, Inc.415-788-1952San FranciscoCABasic
Mosher, Jerry

Mosher Ellis Financial Planning925-284-9470LafayetteCABasic
Moss, Drew

Summit Financial Resources Inc.ParsippanyNJBasic
Motz, Melissa

Motz Wealth Management215-513-6240HarleysvillePABasic
Moyer Pesso, Janen

Janen Moyer & Company561-447-1997Boca RatonFLBasic
Mulroy, Brigid

Kahn & Mulroy, PC248.723.4321Bingham FarmsMIBasic
Munley, John

Blue Blaze Financial Advisors732-333-8160HolmdelNJBasic
Munroe, Bobbie

Supporting Your Choices Inc.850-616-1110HavanaFLBasic
Murphy, Maura

Ashland Financial Solutions541-488-0460AshlandORBasic
Murphy, Larry

Hilton Head IslandSCBasic
Murphy, Lawrence

Mt. LaurelNJBasic
Murphy, Frederick

Ameriprise Financial Services Inc.304-485-7005ParkersburgWVBasic
Natkins, Laura

Laura Natkins, ArchitectBerkeleyCABasic
Neiman, Debra

Neiman Associates Finan. Servic617-744-1816WatertownMABasic
Nelsen, Dick

661-836-2229BakersfieldCABasic
Nelson, Nancy

Nancy C. Nelson & Associates Inc.OlympiaWABasic
Nelson, Alan

Sterling Investment Management I503-579-9744BeavertonORBasic
Nelson, John

What Color is our Parachute? For Retirement608-658-8583MadisonWIBasic
Ness, Jessica

Glassman Wealth ServicesBasic
Nevin, Kevin

Financial Investment Advisors,Inc.612-201-8053NaplesFLBasic
Newton, Lew

Highland Financial Management502-451-9500LouisvilleKYBasic
Ng, Jake

State Farm Investment & Management Company415-564-0333San FranciscoCABasic
Nicholson, Donald

302-529-1500WilmingtonDEBasic
Nikulski, Brian

Nikulski Financial, Inc.563-344-0118BettendorfIABasic
Nithman, Katherine

Nithman Financial Group405-767-1230Oklahoma CityOKBasic
Norad, Kent

SterlingWood Advisors650-372-0780San MateoCABasic
Noto, Tony

Noto Financial Planning808-638-2475HonoluluHIBasic
Nowak, Thomas

Quantum Financial Planning LLC847-767-1682GrayslakeILBasic
Nusbaum, Robert

Middle America Planning412-563-4698PittsburghPABasic
OBrien, Dennis

Coastal Financial Advisors, Inc.732-683-2330FarmingdaleNJBasic
OConner, Tom

310-566-1888Mission ViejoCABasic
Oeding, Lawrence

316-371-8505WichitaKSBasic
OHara, Jennifer

RPH FinancialStroudsburgPABasic
OLeary, Migdalia

Resource Consulting Group800-448-0252OrlandoFLBasic
Olsen, Allan

630-513-0936CharlesINBasic
Olsen, Robert

Robert Olsen, P.C.636-537-2506ChesterfieldMOBasic
Olson, Harry

Maximum Potential, Inc.410-581-0817Owings MillsMDBasic
Onofry, Scott

Onofry Financial ServicesPort JervisNYBasic
ORafferty, Eric

626-626-2690PasadenaCABasic
Orr, Everette

703-749-1415McLeanVABasic
Orr, Andrew

ORRGROUP Financial Planning321-332-7179OrlandoFLBasic
Osborn, James

845-471-6330PoughkeepsieNYBasic
Osenni, Paula

ameriprise845-827-5560Highland millsNew YorkBasic
Ostholm, Patricia

Bull & Bear Capital Advisors, LLC9043633600FLBasic
Ostholm, Charles

Bull & Bear Capital Advisors, LLC9043633600FLBasic
Pain, Lincoln

Effective Assets510-549-8780BerkeleyCABasic
Palastro, Ronald

Cobblestone Wealth Advisors718-633-9500BrooklynNYBasic
Palmer, Diana

Diana L. Palmer, CPA IncCortlandOHBasic
Pape, Glenn

myfinancialplanningcoach408-350-6814San MateoCABasic
Park, Carol

408-274-1274CupertinoCABasic
Parker, Allen

Edward Jones919-382-3085DurhamNCBasic
Parker, Christine

301-392-9016La PlataMDBasic
Parks, Kathleen

Greenbrier Capital Management PL865-588-0698KnoxvilleTNBasic
Pascarella, Nicholas

Nicholas Pascarella & Co.ParsippanyNJBasic
Paska, Paul

Empire Asset Management Group, LAlbanyNYBasic
Pastula Storms, Linda

860-216-1401West HartfordCTBasic
Patterson, Patricia

Premier Financial Planning, Inc858-613-1300San DiegoCABasic
Pearse, Reggie

Organization Learning GroupBasic
Pease, Robert

The Alliance Development Fund, Inc.719-268-2230Colorado SpringsCOBasic
Peay, Gordon

The Capital Advantage310-821-9205Playa del ReyCABasic
Peer, Laurie

WyomissingPABasic
Penny, Ralph

914-694-2025White PlainsNYBasic
Perez, Hortensia

ICMA Retirement CorporationDoralFLBasic
Petersen, Karen

515 232 2785AmesIABasic
Petersen, Jeffrey

Petersen Hastings Investment Management509-735-0484KennewickWABasic
Pettee, John

623-715-7502Basic
Phillips, Joel

Sanctuary Wealth Management LLCPocatelloIDBasic
Phipps, Rebecca

EvansvilleINBasic
Pie, John

John L. Pie. P.C.410-581-9816TowsonMDBasic
Pierce, Garrett

Citigroup/Smith Barney800-753-2678BostonMABasic
Pietroburgo, Linda

Moneta Group, LLC314-726-2772ClaytonMOBasic
Pitney, William

Focus You650.684.1199Foster CityCABasic
Pitts, Greg

Ecolibrium Financial Planning607-216-8308IthacaNYBasic
Pon, Lawrence

Pon & Associates650-508-1268Redwood CityCABasic
Pope, Thomas

University of KentuckyLexingtonKYBasic
Pope, Lyndie

Pope & Company, PLLCLexingtonKYBasic
Porcaro, Kristine

Lexington Wealth Management7818607745LexingtonMABasic
Porter Brown, Nell

Harvard Mag - reporterBasic
Poteet, Dane

Ameriprise Financial317-818-9365IndianapolisINBasic
Potts Weinstein, Elizabeth

800-752-3592San JoseCABasic
Poulin, Paul

Basic
Povalla, Cheryl

Financial Strategy Network, LLC312-346-3550ChicagoILBasic
Powell, Mark

OnPath Financial630.584.8100, ext 108ST CharlesILBasic
Powers, Sherri

WilliamsburgVABasic
Price, Deborah

Money Coaching InstituteBasic
Price, L.

RTD FinancialPhiladelphiaPABasic
Price, Pauline

718-884-6288BronxNYBasic
Prillaman, Linda

504-838-9819MetairieLABasic
Prince, Lauren

212-286-1372Basic
Proctor, Monique

724-368-8650PortersvillePABasic
Protsik, Deborah

617-277-9158BrooklineMABasic
Pruiett, Steve

Investment Planners Inc.217-425-6340DecaturILBasic
Puckett, Paul

Beacon Wealth Advisors757-403-0707Virginia BeachVABasic
Pullaro, Justin

Pullaro Financial Services, Inc.813-949-7776LutzFLBasic
Pupel, Joe

Financial Drivers, Ltd.763-591-9100MinneapolisMNBasic
Purpura, Phillip

631-777-2121MelvilleNYBasic
Quinn, Kay

Silver Oak Securities615-297-3434NashvilleTNBasic
Rabaut, Thomas

248-524-9890TroyMIBasic
Rabbanian, Eric

Rabbanian Financial Planning Inc.512-502-1928AustinTXBasic
Rachor, Michael

Rachor Investment Advisory Services, LLCThe VillagesFLBasic
Rafferty, Mike

The New Hampshire Trust Co.603-352-0863KeeneNHBasic
Rak, Pamela

847-776-1594BarringtonILBasic
Randles, Marge

The Practical Planner LLC518-638-6771ArgyleNYBasic
Reed, Robert

Personal Financial Advisors, LLC985-898-0450CovingtonLABasic
Reed, Andrew

347-7582-0487BrooklynNYBasic
Reese, Richard

MMBBLansingMIBasic
Reichard, James

GreerWalker Wealth Management704-907-4869CharlotteNCBasic
Renfro, Paul

Merril Lynch973-978-2992WayneNJBasic
Reynolds, Jill

BKD Wealth Advisors417-866-5822SpringfieldMOBasic
Richman, Brenda

Waddell & Reed913-626-2712Overland ParkKSBasic
Richter, Michael

UHY Mann Frankfort Stein & LippHoustonTXBasic
Rivard, Hughes

Loring Ward Capital Mgt.,212-907-8016New YorkNYBasic
Rivera, Roberto

Popular Securities, Inc.CarolinaPRBasic
Robertson, Heather

F&D Advisors, LLCAtlantaGABasic
Robinson, Kenneth F

Practical Finanancial Planning, Inc.216-688-3737Rocky RiverOHBasic
Robinson, Roger

Knowhow, Inc.480-874-0057Paradise ValleyAZBasic
Robinson, Adam

Commonwealth Financial Network303-733-3342DenverCOBasic
Roby, Tacy

Calvert Investments301-951-4832BethesdaMDBasic
Rodgers, Gary

ING Financial Advisors, LLCAustinTXBasic
Roehl, Thomas

Roehl & Sittner Investment AdvisEugeneORBasic
Rogers, Patricia

WaverlyTNBasic
Rogers, Thomas

Portland Financial Planning GroupPortlandMEBasic
Rohe, George

Charlotte Estate Planning Council704-716-3099CharlotteNCBasic
Rohrbach, Kathy

941-474-9591EnglewoodFLBasic
Roland, Marc

Hokanson Capital Management Inc,858-755-8899Solano BeachCABasic
Roop, Matt

Basic
Rosandich, Nicole

Comer Consulting612-284-3333MinneapolisMNBasic
Rosenfeld, Mark

Mark D. Rosenfeld, CPA, PC480-947-4443ScottsdaleAZBasic
Roszak, Linda

MNBasic
Roth, J.D.

Get Rich Slowly503-310-5057PortlandORBasic
Rothstein, Mark

Tri-Star Financial ServicesRedondo BeachCABasic
Rotter, Laura Ingber

True Abundance Advisors9143936506White PlainsNYBasic
Row, Bill

American Express Financial AdvisSan FranciscoCABasic
Rubins, Harry

Rubins Financial Strategies707-538-8009Santa RosaCABasic
Rudd, Linda

210-804-6769San AntonioTXBasic
Sabatino, Michael

917-734-4691New YorkNYBasic
Sahm, Sharon

Sharon Sahm206-849-7429DentonTXBasic
Sailer, Amy

315-370-1253BrantwoodTNBasic
Sandager, James

Syverson, Strege, Sandager Co.515-225-6000West Des MoinesIABasic
Sandbothe, James

505-327-1985FarmingtonNMBasic
Sanderson, Robert

AM M Financial Services Inc585-418-8347PittsfordNYBasic
Sandmel, Charles

First Affirmative Financial617-277-1176BrooklineMABasic
Sarly, Robert

Smith Barney781-672-5105WalthamMABasic
Satori, Merina

Basic
Sauder, Clair

MMA - Sauder Financial800-626-1190LancasterPABasic
Sawicki, Charles

Palm CityFLBasic
Scanlan, Nancy

530-938-1224WeedCABasic
Schatz, Julie

Investors Capital Management650-323-4705Menlo ParkCABasic
Scherer, Michael

Summit Financial Strategies, Inc.614-885-1115ColumbusOHBasic
Schmidt, Ross

Aspen Wealth Planners3037895281MonumentCOBasic
Schooler, John

WFP Securities & Western Financial Advisors858-677-0477San DiegoCABasic
Schorey, Jan

Portlandia Investment Management, Inc.PortlandORBasic
Schorsch, Irvin

Pennsylvania Captial Management215-881-7700JenkintownPABasic
Schroeder, Louise

405-533-2533StillwaterOKBasic
Schrotenboer, Edward

Edvisor Financial952-888-3834BloomingtonMNBasic
Schueman, Greg

Edward Jones advisor207-512-2664AugustaMEBasic
Schumann, Theodore

DBS Investment Advisors, LLC989-751-0769Bay CityMIBasic
Sedita, Joseph

Sedita Kilton & Co813-752-4197Plant CityFLBasic
Sego, David

Weaver and Tidwell, L.L.P.9724486954TXBasic
Seid, Judith

Blue Summit Financial Group, Inc619-698-4330La MesaCABasic
Semmler, Albert

309-821-3096BloomingtonILBasic
Sessions, Jeff

763-593-1490CrystalMNBasic
Shaikon, Glenn

Financial Education Resources716-633-2324WilliamsvilleNYBasic
Sharma, Naveen

Kingfisher Family Wealth, LLCEdinaMNBasic
Sharma, Hans

Sharma Associates, Inc610-828-8253ConshohockenPABasic
Sheeron, Marin

610-622-0682Clifton HeightsPABasic
Shepherd, Linda

Net More, Inc.615-373-7331NashvilleTNBasic
Sheppard, Alex

Financial Reserve Inc.503-624-4600PortlandORBasic
Sher, Diane

The Sher Group314-862-6268St. LouisMOBasic
Sherrard, Cheryl

Clearview Wealth Managment(704) 837-4317CharlotteNCBasic
Sherwood, Tracy

716-626-5000WilliamsvilleNYBasic
Shorten, Evan

Paragon Financial Partners310-435-1515Los AngelesCABasic
Sibrava, Christine

Whitnell & Company(630) 575-2300ChicagoILBasic
Siebert, Douglas

Siebert Investment Services, LLC800-761-0045St. LouisMOBasic
Siegel, John

Tanglewood Legacy Advisors713-599-4999HoustonTXBasic
Siemon, Melanie

American Express Financial Advis925-930-7999Walnut CreekCABasic
Signoff, Shelley

Signoff Financial Advisors, LLC913-663-4242Overland ParkKSBasic
Simonelli, Gerard

American Investment PlannersJerichoNYBasic
Singer, Steven

Singer Financial310-914-0180Los AngelesCABasic
Sisler, Corey

Spectraseis Inc.303 658 9171DenverCOBasic
Slater, Lee

Lee Slater & Associates212-477-6951New YorkNYBasic
Smith, Tyler

Stordahl Capital ManagementGreenwood VillageCOBasic
Smith, James

Smith Financial Services617-296-2695BostonMABasic
Smith, Earnest

Suntrust Investment Services. Inc.615-463-9023NashvilleTNBasic
Smith, Bruce

770-993-5339RoswellGABasic
Smith, Steven

RightPath (TM) Investments & Financial Planning, Inc.970-668-5525FriscoCOBasic
Smith, Shawn

303-672-3020DenverCOBasic
Smith, Tracy

908-997-2671CranfordNYBasic
Smith, Brett

303-604-0505LafayetteCOBasic
Song, Kathryn

Katy Song Financial PlanningBasic
Soukup, Jeff

Sterling Stamos Capital Management, LPBasic
Spain, Melvin

6154142026FranklinTNBasic
Spalding, Linn

Fiduciary Trust Company617 574 3443BostonMABasic
Spencer, Frank

Nationwide Financial Services, Inc.ColumbusOHBasic
Spencer, Paul

804-935-4884RichmondVABasic
Spero, Rand

Basic
Spinelli, Robert

The Spinelli Group, LLC775-473-6615RenoNVBasic
Spool, Peter

732-266-0949Highland ParkNJBasic
Stanton, Michael P

Stanton Financial Planning LLC312-520-2922ChicagoILBasic
Stearns, Pam

336-706-8100GreensboroNCBasic
Steckler, Larry

Steckler and Wynns Financial GroSan DiegoCABasic
Steele, Rick

360-647-1202BellinghamWABasic
Stevens, Susan

Stevens Wealth Management847-282-9910Lake BluffILBasic
Stevenson, Frances

StudentWashingtonDCBasic
Stitt, David

847-267-2880RiverwoodsILBasic
Stordahl, Bill

DenverCOBasic
Stratton, Linda

STRATTON ADVISORS5207426875Oro ValleyAZBasic
Streeter, Daniel

Client Centered Financial802-651-6928South BurlingtonVTBasic
Strother, J.

DSF Wealth Management, LLC337-735-1100LafayetteLABasic
Sturiale, Tom

508-872-4191FraminghamMABasic
Styles, Silvia

Corrigan Financial Inc401-849-9313MiddletownRIBasic
Sullivan, Mary

415-530-5352San FranciscoCABasic
Sullivan, Gary

Landmark Wealth aDvisorsWoburnMABasic
Sutherland, Paul

Financial Investment Management800-632-5528Traverse CityMIBasic
Swaim, Barry

Wealth Management Group, Inc.336.760.4829ClemmonsNCBasic
Swann, Karla Jane

Southwest Guaranty Trust713-850-0571HoustonTXBasic
Swartz, Scott

TFC Financial ManagementBostonMABasic
Sweeney, Julie

Wholesale Heating Supply248-338-6454Bloomfield HillsMIBasic
Swenor, Janice

Langtree Associates Financial Pl978-874-0885WestminsterMABasic
Swift, Bill

913-302-0480LeawoodKSBasic
Taafe, Peter

Ameriprise FinancialBremertonWABasic
Tablonsky, Mary

818-333-6803GlendaleCABasic
Tackett, Susan

Basic
Talty, Kevin

Blue Blaze Financial Advisors7325886455HolmdelNJBasic
Tanaka, Melanie

Legacy Financial GroupTorranceCABasic
Tanner, Paul

Granite Hill Capital Management, LLC203-431-4447RidgefieldCTBasic
Tate, Michelle P.
CFP®
Boenning & Scattergood 610-832-5228West ConshohockenPABasic
Tate, Nina

HoustonTXBasic
Tattersall, Nancy

Pinnacle Retirement Financial P415-454-0661San RafaelCABasic
Taylor, James

806-798-3367LubbockTXBasic
Taylor, Edith

S. Edith Taylor Consulting302-545-3900RocklandDEBasic
Templeton, Steve

Templeton Financial Planning7246951087CoraopolisPABasic
Tenne, Don

The Teene Financial Group (an office of MetLife)518-792-6566Glens FallsNYBasic
Tertes, Michael

Essential Matters CoachingBerkeleyCABasic
Teutsch, Zach

Values Added Financial2025990915WashingtonDCBasic
Tharp, Donald

Hudson Financial Advisors Inc.StreetsboroOHBasic
Thigpen, Scot

EFP Inc.601-364-7300JacksonMSBasic
Thom, Christopher

210-282-4598TXBasic
Thomas, Deborah

Silver Oak Advisory Group503-242-1715PortlandORBasic
THOMPSON, TROY

Thompson Advisory Services, LLC5032340721PORTLANDORBasic
Thorsten, Brandon

Merrithew & Thorsten, Inc.San DiegoCABasic
Tiffany, Gordon

ICMA Retirement CorporationVancouverWABasic
Tilley, Reginald

Appropriate Balance Financial Services425-415-0499BellevueWABasic
Timothy, John

510-541-7750OaklandCABasic
Tobias, Daniel J
CFP®
Passport Wealth Management704-457-0060CharlotteNCBasic
Tokerud, Keith

Scott, Tokerud & McCarty, PCGreat FallsMontanaBasic
Totta, Fran

816-444-6750Kansas CityMOBasic
Tovey, Karen

Harris SBSB703.734.4614McLeanVABasic
Towne, Janice

Riverview Financial Group, PC319-293-7176Mount PleasantIABasic
Toya, Eric

Navigoe310-697-0400Redondo BeachCABasic
Traurig, Christina Clara
CFP®®, MBA
Cornerstone Financial Planning6034311133NewingtonNHBasic
Truitt, Sandra

AICPABasic
Turek, Deborah

BPU Investment Management Inc.412-288-9150PittsburghPABasic
Vakil, Sahil

MYRA Capital, LLC9162932007New YorkNYBasic
Vakil, Sahil

MYRA Capital, LLC9162932007Jersey CityNJBasic
Valentine, Stuart

Iowa Progressive Asset Managemen515-472-9833FairfieldIABasic
Vandenburg, Michael

Coast Wealth Management494-366-5995San ClementeCABasic
VanZutphen, Cornelius

Intrinsic Wealth Counsel, Inc.480-924-5613TempeAZBasic
Veligor, Susan

Cornerstne Financial Planning, LLC207-772-8133PortlandMEBasic
Villis, Garry

Basic
Virt, David

Poteet, Virt & Associates317-818-9365IndianapolisINBasic
Vodra, Richard

Spire Investment Partners, LLC703-748-5821McLeanVABasic
von der Linden, Arthur

Wingate Financial Group, Inc.781-862-7100LexingtonMABasic
Von Mosch, Eugene

Basic
Vullo, Cathy

585-368-9046RochesterNYBasic
Wacker, Grant

Basic
Waggoner, William

Smith Barney650-496-4239Palo AlsoCABasic
Waggy, Jerad

The Enrichment Group903-780-2648MiamiFloridaBasic
Wagner, Thomas

Summit Wealth Group LLC802-295-5300WilderVTBasic
Walters, Leo

Ameriprise913-905-1147Overland ParkKSBasic
Walz, David

Arcadia Financial Strategies Inc.Oak ParkILBasic
Wasserman, Mindee

312-409-7606Basic
Wau, Janet

410-769-6058Ellicott CityMDBasic
Weatherholt, JoEllen

Wells Fargo Investments907-265-2150AnchorageBasic
Weaver, Richard

JP Morgan Chase480-367-3246ScottsdaleAZBasic
Webb, David

Basic
Weil, Curt

The Lasecke Weil Wealth Advisory Group, LLC650-323-3700Palo AltoCABasic
Weisbard, Ari

Values Added Financial212-729-8783WashingtonDCBasic
Weisgerber, Karen

North Bridge Advisary GroupWabanMABasic
Weiss, Alan

Regent Wealth Management Group203-387-7887WoodbridgeCTBasic
Welch, Glenn

Morgan Stanley210-366-6676SAN ANTONIOTXBasic
Welsh, Terry

907-725-0619KetchikanAKBasic
Wenner, Nate

Wipfli HewinsEdinaMinnesotaBasic
Wentzien, Chris

Natural Bridges Financial Advisors LLC8314210700Santa CruzCABasic
Wesling, Timothy

Wesling Financial Planning Services Corp703-535-8280AlexandriaVABasic
Weston, Liz

LA TimesBasic
Wheeler, Jeffrey

Loring Ward Capital Mgt310-229-4466Los AngelesCABasic
Whelan, Maureen

Basic
Wible, Chris

Neveda Federal Credit Union702-641-4331Las VegasNVBasic
Wietecha, Joseph

Lexington Financial586-226-9800Clinton TownshipFLBasic
Wightman, Steve

Wightman Financial Network, LLC781-862-6642LexingtonMABasic
Wilkinson, Ron

PortlandORBasic
Williams, Diarra

Texas Capital Bank214-290-3432DallasTXBasic
Williams, James

J.F Williams Co., Inc.303-753-4506DenverCOBasic
Willis, Dawn

H.D. Vest972-870-6000IrvingTXBasic
Wilt, Dennis

Summit Brokerage Services360-263-8500La CenterWABasic
Winch, Christina

920-739-8577AppletonWIBasic
Winslow, Gray

Monte Cristo Consultants Inc.UniondaleNYBasic
Witmer, Roxanne

PABasic
Wong, Karissa

Ameriprise Financial, Inc.415-781-8040San FranciscoCABasic
Wray, Marjorie

714-964-2700Fountain ValleyCABasic
Wray, Louis

314-515-2858Lake St. LouisMOBasic
Wright, Stephen

The Enrichment GroupMiamiFLBasic
Wright, Gail

Just Wright BV+31 (0)623771753Basic
Wulker, Laurence

513-369-4181CincinnatiOHBasic
Wurf, Elissa

Joyce Payne PartnersBethlehemPABasic
Wyand, Paul

Ameriprise Financial585-461-2280 Ext. 13RochesterNYBasic
Wytiaz, Michael

Western and Southern Finanical Group407-340-1616WindermereFLBasic
Yanez, Diana Gisel

RTD Financial215-557-3800PhiladelphiaPABasic
Yeske, David

Yeske Buie800-772-1887San FranciscoCABasic
Yeyni, S.

Wealth-Builders, Inc.206-230-9010Mercer IslandWABasic
Yi, Jayman

Roehl and Sittner Investment Advisors, LLC541-683-2085EugeneORBasic
Yong, Michelle

Brighton Jones, LLCSeattleWABasic
Youngblood, Roy

Youngblood Financial, Inc.312-698-9780ChicagoILBasic
Zagarola, Darren

Access Wealth Planning973-436-4094RoselandNJBasic
Zalewsky, Cynthia

Saratoga Investment Solutions, Inc.518-584-5995Saratoga SpringsNYBasic
Zalkin, Howard

510-336-3527OaklandCABasic
Zamboni, Mary

Zamboni and Sipes, Inc.716-655-9400East AuroraNYBasic
Zangardi Haynes, Lauren
CIMA, CFP®
Spark Financial Advisors804-451-1210RichmondVA Basic
Zimmerman, Christine

310-594-5143PhoenixAZBasic
Presentation Training Graduate
Bartky, Cheryl

Creating Sanctuary and SuccessSan LorenzoCAPresentation Training Graduate
Bass, J.

PrimeQuest Wealth Strategies, Inc.407-767-7800Altamonte SpringsFLPresentation Training Graduate
Billingslea, Michael

Legg Mason Wood Walker, Inc.800-451-3607WestminsterMDPresentation Training Graduate
Bove, Roseann

The Breton Company609-654-1212MedfordNJPresentation Training Graduate
Chapman, Bev

Values617-964-6596NewtonMAPresentation Training Graduate
Gavre, Marshall

Investments for Life515-472-6112FairfieldIAPresentation Training Graduate
Jones, Troy

Access Financial Resources, Inc.405-848-9826Oklahoma CityOKPresentation Training Graduate
Kahler, Richard

Kahler Financial Services, Inc.605-343-1400 x111Rapid CitySDPresentation Training Graduate
Moskowitz, Allan

Transformative Wealth Management510-524-5500El CerritoCAPresentation Training Graduate
Pullen, Courtney

The Pullen Consulting Group3003-420-2908Wheat RidgeCOPresentation Training Graduate
Robinson, Beth

Executos, Inc.TorringtonCTPresentation Training Graduate
Sherman, Spencer

Abacus Wealth Management, Inc707-829-6191SebastopolCAPresentation Training Graduate
Smith, Michael

Mercer Advisors678-405-0234AtlantaGAPresentation Training Graduate
Washburn, Jane

Legacy Visions Ins Fin ServsWoodland HillsCAPresentation Training Graduate
Yager, Marcee

Financial Vision West, LLCLos GatosCAPresentation Training Graduate
5-Day no 2-Day
DiMaggio, David

San DiegoCA5-Day no 2-Day
Hebel, Michael

San Francisco Police Officers Assn.415-861-0211San FranciscoCA5-Day no 2-Day
Jarmusz, Molly

WINNETKAIL5-Day no 2-Day
Mackenzie, Colin

Cetera Advisor Networks626-795-8896PasadenaCA5-Day no 2-Day
Parks, Linda

Linda Parks, Financial Advisor, LLCFreevilleNY5-Day no 2-Day
Renchik, Laurie

Center for Financial PlanningSouthfieldMI5-Day no 2-Day
Trisler, Kevin

Charles Schwab800-821-0176IndianapolisIN5-Day no 2-Day
Edwards-Pitt, Coventry
CFA, CFP®
Ballentine Partners7813141322WalthamMA
Gugle, John T
CFP®, CRPC
Alpha Financial Advisors7047161100CharlotteNC
Joyce, Bill

Charter Home9162067282SacramentoCA
Leder, Geraldine D
CPC, MBA
LederMark Communications & Coaching4432797901BaltimoreMd
Lokitis, Megan
CFP®
Alpha Financial Advisors7048995655CharlotteNC
Montague, William Edward
CFP®
6176861077WestfordMA
Neumark, Arianne
CFP®
Silver Oak Wealth Advisors3102074800Los AngelesCA
Stebner, Nicholas Michael
CFP®(R), CPWA(R)
LifePlan Financial Group, Inc.937-449-0353DaytonOH
Stenovec, Joe
MS, CFP®
Lifetime Financial760-943-0430EncinitasCA
Whiteley, Miriam McKenna
CFP®, RLP®
Roehl & Yi Investment Advisors541-683-2085EugeneOR
Whiteley, Miriam McKenna
CFP®, RLP®
Roehl & Yi Investment Advisors541-683-2085EugeneOR