Found 1217 advisers matching your query...
| Adviser | Company | Phone | City | State/Region | Training | |
|---|---|---|---|---|---|---|
| Master of Life Planning, Presentation Training Grad | ||||||
 | Kinder, George D. | Kinder Institute of Life Planning | +1 978 4868053 | Littleton | MA | Master of Life Planning, Presentation Training Grad |
 | Luesink, Anja | Luesink Stenstrom Financial | 212-405-1609 | New York | NY | Master of Life Planning, Presentation Training Grad |
| Master of Life Planning | ||||||
| Bogue, Jeff | Bogue Asset Management LLC | Wells | ME | Master of Life Planning | ||
 | Bonoma, Elaine | Abaris Financial Group | 978-371-9649 | Concord | MA | Master of Life Planning |
| Burnett, Marjorie A | MAB Financial Planning | 703-528-3205 | Arlington | VA | Master of Life Planning | |
 | Coughlin, John | Coughlin Financial Services, Inc. | 914 834-1234 | Larchmont | NY | Master of Life Planning |
| Frye, Peggy | 540-229-1957 | Madison | VA | Master of Life Planning | ||
 | Gallant, Debra CFP®, ChFC | Gallant Financial Planning LLC | 301-461-8492 | Rockville | MD | Master of Life Planning |
 | Gershman, Jay | Retirement Visions LLC | (860)899-1280 | West Hartford | CT | Master of Life Planning |
| Greenwald, Joel | Greenwald Wealth Management | 952-641-7616 | St. Louis Park | MN | Master of Life Planning | |
 | Henderson, Abbey L CFP® | Abaris Financial Group LLC | 978-371-9649 | Concord | MA | Master of Life Planning |
| Hoffman, Peter CFP® | Orion Wealth Advisors | 781.862.2349 | Lexington | MA | Master of Life Planning | |
 | Kirchenbauer, Lisa A.K. CFP®, CeFT | Omega Wealth Management | 703-387-0919 | Arlington | VA | Master of Life Planning |
| Mauro, Mark CPA, PFS | Mauro, CPA | 908-704-6915 | Somerville | NJ | Master of Life Planning | |
 | Mazur, Mark Dale | San Diego Wealth | 8582707705 | San Diego | CA | Master of Life Planning |
| Muth, Maria | Mauro, CPA | 908-704-6915 | Somerville | NJ | Master of Life Planning | |
| Sharp, Joan L CFP®, CeFT, CAP | River Family Advisors | 3024279888 | Wilmington | DE | Master of Life Planning | |
 | Staffiere, Maria | Weston Financial | 781-235-7055 | Wellesley | MA | Master of Life Planning |
| Turner, Johanna | Milestones Financial Planning, LLC | 270-247-0555 | Mayfield | KY | Master of Life Planning | |
 | Watson, Philip Martin CFP® | Watson Planning | 6159738872 | Franklin | TN | Master of Life Planning |
 | Weiss, James | 860-928-2341 | Pomfret Center | CT | Master of Life Planning | |
| Comprehensive RLP®, Presentation Training Grad | ||||||
| Arata, Ray | 650-691-0440 | San Francisco | CA | Comprehensive RLP®, Presentation Training Grad | ||
 | Brody, Stephen | Greenville Financial Advisors | 252-321-0362 | Greenville | NC | Comprehensive RLP®, Presentation Training Grad |
| Cole, Louise | The Heritage Group of North America | 732-557-5550 | Toms River | NJ | Comprehensive RLP®, Presentation Training Grad | |
 | Downey, Peg | Directions for Women | 301-589-4250 | Silver Spring | MD | Comprehensive RLP®, Presentation Training Grad |
 | Dyer, Phillip | Dyer Financial Advisory | 410-692-9000 | Towson | MD | Comprehensive RLP®, Presentation Training Grad |
 | Fraasa, Reed | Highland Financial Advisors, LLC | 973-557-2933 | Riverdale | NJ | Comprehensive RLP®, Presentation Training Grad |
| Hunold, Karen | Directions for Women | 301-589-4250 | Silver Spring | MD | Comprehensive RLP®, Presentation Training Grad | |
 | Jacobson, Edward | Edward A. Jacobson Associates | 608 345-3332 | Palm Desert | CA | Comprehensive RLP®, Presentation Training Grad |
| Koval, Brian | BrianKoval.com | 734-395-5449 | Dexter | MI | Comprehensive RLP®, Presentation Training Grad | |
| McGirr, Kevin | 312-266-1559 | Chicago | IL | Comprehensive RLP®, Presentation Training Grad | ||
| Platt, Clayton | CP Enterprises | Philadelphia | PA | Comprehensive RLP®, Presentation Training Grad | ||
| Savarese, Ron | Lakeview Capital Partners | 404-841-2224 | Atlanta | GA | Comprehensive RLP®, Presentation Training Grad | |
| Sheehan, Daniel | Sheehan Life Planning | (559) 908-2858 | Fresno | CA | Comprehensive RLP®, Presentation Training Grad | |
| Siesta, Martin | Compass Wealth Management | 973-763-0766 | Maplewood | NJ | Comprehensive RLP®, Presentation Training Grad | |
| Valente, Marty | Pathfinder Life Planning | 510-923-9543 | Oakland | CA | Comprehensive RLP®, Presentation Training Grad | |
| Wellington, Roger | 603-930-5296 | Amherst | NH | Comprehensive RLP®, Presentation Training Grad | ||
| Wiggin, Debbie | Wiggin Financial Planning, P.A. | 954-390-6191 | Fort Lauderdale | FL | Comprehensive RLP®, Presentation Training Grad | |
| Witten, Gary CFP®, CHFC | ING Financial Partners, Inc. Member SIPC | 716-626-3926 | Williamsville | NY | Comprehensive RLP®, Presentation Training Grad | |
| Wright, Mary Kay | Ameriprise Financial Services, Inc. | 925-952-9810 | Walnut Creek | CA | Comprehensive RLP®, Presentation Training Grad | |
| Zimmerman, Mary | PATH Financial Strategies, LLC | 480-664-6008 | Chandler | AZ | Comprehensive RLP®, Presentation Training Grad | |
| Comprehensive RLP® | ||||||
| Akright, Carol | 505-897-1970 | Corrales | NM | Comprehensive RLP® | ||
| Allensworth, Anne | 813-933-7144 | Tampa | FL | Comprehensive RLP® | ||
| Aloia, Gregory | Abacus Wealth Management, Inc. | 215-656-4280 | Philadelphia | PA | Comprehensive RLP® | |
 | Annello, Larry | DHAS Financial Planning, LLC | 860-255-0103 | Farmington | CT | Comprehensive RLP® |
| Arsenault, Jeff | MFA - Moody, Famiglietti & Andronico, LLP | 978-557-5395 | Tewksbury | MA | Comprehensive RLP® | |
 | Astrinos, Mark | Libra Wealth | (415) 997-0750 | San Francisco | CA | Comprehensive RLP® |
 | Astrinos, Alyssa | Dreamable, Inc. | 415-559-7273 | San Francisco | CA | Comprehensive RLP® |
| Barberi, Eva | Eva Barberi Financial Planning | 8054555954 | Santa Barbara | CA | Comprehensive RLP® | |
| Behrens, Cristina | Russell Investments | Marina Del Rey | CA | Comprehensive RLP® | ||
| Birmingham Weigel, Katie | Thomas Partners | 781-431-1430 | Boston | MA | Comprehensive RLP® | |
| Bollom, Colleen Hartmon CFP® | Harmon & Hartmon Financial Group LLC | 651-332-5540 | St. Paul | MN | Comprehensive RLP® | |
| Boswell, Thomas | B & F Financial Analytics, Inc. | 802-747-9010 | Rutland | VT | Comprehensive RLP® | |
 | Boyce, Daniel | 2487623965 | Southfield | MI | Comprehensive RLP® | |
| Brandt, Eric | MetLife | 910-256-9196 | Wilmington | NC | Comprehensive RLP® | |
| Brickman, Guy | Brickman Insurance & Financial Services, Inc. | 305-822-6921 | Miami | FL | Comprehensive RLP® | |
| Brickman, Elizabeth | The Caring Advisor, Inc. | 305-822-0069 | Miami | FL | Comprehensive RLP® | |
| Brown, Doyle | Windrose Retirement Income Planners, Inc. | 775-829-9633 | Reno | NV | Comprehensive RLP® | |
| Burr, Edna | Sterling Financial | 925-932-7733 | Walnut Creek | CA | Comprehensive RLP® | |
| Buzzini, Durell CDFA, RICP, CFP® | UBS Financial Services | 207-745-4679 | Bangor | ME | Comprehensive RLP® | |
 | Byrd, Sarah C. | Alpha Advisors, LLC | 804-754-8532 | Richmond | VA | Comprehensive RLP® |
| Cain, Jeanne Odum CPA | Odum Life Planning, LLC | Coppell | TX | Comprehensive RLP® | ||
 | Carroll-Cronin, Joan | The Wealth Psychology Source | 978-869-4941 | Concord | MA | Comprehensive RLP® |
 | Chambers, Richard | Sirius Wealth Management Strategies, LLC | 650-276-7961 | Menlo Park | CA | Comprehensive RLP® |
 | Chicotel, Nikki | Private Capital Management Associates | Half Moon Bay | CA | Comprehensive RLP® | |
 | Cilley, Charllotte | Charlotte Cilley, Financial Life Planner & Coach | 203-798-1580 | Danbury | CT | Comprehensive RLP® |
| Clark, Douglas | Madison Wealth Advisors, L L C | 816-501-5115 | Lees Summit | MO | Comprehensive RLP® | |
 | Corrado, Frankie CFP® | Blue Blaze Financial Advisors | 732-333-8160 | Holmdel | NJ | Comprehensive RLP® |
| Corrado, Frank CPA, CFP® | Blue Blaze Financial Advisors | Red Bank | NJ | Comprehensive RLP® | ||
| Cumbie, Guy | Cumbie Advisory Services | 817-335-1181 | Fort Worth | TX | Comprehensive RLP® | |
| Cuthbert, Helga | Cuthbert Financial Guidance, Inc. | 404-633-6420 | Decatur | GA | Comprehensive RLP® | |
| Cuthbertson, William | Fiscalis Advisory, Inc. | 949-429-5995 | San Juan Capistrano | CA | Comprehensive RLP® | |
| Davis, Heidi | Columbia Financial Planning, LLC | 425-943-0001 | Bellevue | WA | Comprehensive RLP® | |
| Divine , Sidney | Divine Wealth Strategies | Atlanta | GA | Comprehensive RLP® | ||
| Dobrzynski, Jason | Waddell & Reed | 630-954-4611 | Oak Brook | IL | Comprehensive RLP® | |
| Donnelly, Richard | Donnelly Wealth Advisors, Inc. | 858-622-9009 | San Diego | CA | Comprehensive RLP® | |
 | Dowley, Chris | Fieldstone Financial Management Group | 800-888-5164 ext 101 | Marblehead | MA | Comprehensive RLP® |
| Drake, Colin | Drake Wealth Management | 415-686-2086 | Sausalito | CA | Comprehensive RLP® | |
 | Entwistle III, William | Entwistle Financial Life Planning | 401-782-6166 | Wakefield | RI | Comprehensive RLP® |
| Falbo, Joesph CFP® | Falbo Wealth | 9084901190 | New Providence | NJ | Comprehensive RLP® | |
 | Fenton, Jeanne | Long Term Care Financial Partners | Poughkeepsie | NY | Comprehensive RLP® | |
| Ferger, Steve | Financial Planner | 310-487-2795 | Palm Springs | CA | Comprehensive RLP® | |
| Flinn, Laurence | Flinn Financial Services, Inc. | 206-623-6529 | Seattle | WA | Comprehensive RLP® | |
| Fox, Larry | Ameriprise Financial Services | Waterloo | IA | Comprehensive RLP® | ||
| Frank, Scott CFP®, CFA | Stone Steps Financial | Encinitas | CA | Comprehensive RLP® | ||
| Gardner, Randy Attorney, CPA, CFP® | Goals Gap Planning | 949-527-2279 | Laguna Beach | CA | Comprehensive RLP® | |
| Gardner, Randy Attorney, CPA, CFP® | Goals Gap Planning | 816-916-8844 | Las Vegas | NV | Comprehensive RLP® | |
| Gasparro, Bryan | Salt Lake City | UT | Comprehensive RLP® | |||
| Gensler, Daniel | The Gensler Group | 619-554-1300 | Coronado | CA | Comprehensive RLP® | |
| Glass, Jr., David | Bank of Southside Virginia | 804-520-5612 | Colonial Heights | VA | Comprehensive RLP® | |
| Gluck, Joel | 617-484-2982 | Somerville | MA | Comprehensive RLP® | ||
| Goff, Linda | Kelseyville | CA | Comprehensive RLP® | |||
| Gordon, Matthew CFP® | Wealth Stream Advisors | 212-971-9241 | New York | NY | Comprehensive RLP® | |
| Greider, Thomas | Roehl & Yi Investment Advisors, LLC | 541-683-2085 | Eugene | OR | Comprehensive RLP® | |
| Gunther, Carmen | Lynch Financial Advisors | (916) 772-3103 | Roseville | CA | Comprehensive RLP® | |
| Hamilton, Monica CPA | Greer Walker, LLP | 704-353-8272 | Charlotte | NC | Comprehensive RLP® | |
| Handley, Rainee | CA | Comprehensive RLP® | ||||
 | Handy, Robert | 281-936-0614 | Houston | TX | Comprehensive RLP® | |
| Hanlon, Robert | RPH Financial Services | 570-992-1675 | Stroudsburg | PA | Comprehensive RLP® | |
| Hansen, Jill | Hansen Financial MV | 508-693-6693 | Vineyard Haven | MA | Comprehensive RLP® | |
| Harmon, Linda | Harmon & Hartmon Financial Group LLC | 651-332-5545 | St. Paul | MN | Comprehensive RLP® | |
 | Haselton, Judy | Harmony Financial Advisors | 212-677-6100 | New York | NY | Comprehensive RLP® |
| Hijmans, Denis | State Farm Investment & Management Company | 541-343-1623 | Eugene | OR | Comprehensive RLP® | |
| Ho, Laurine | 808-595-2901 | Honolulu | HI | Comprehensive RLP® | ||
| Homsey, Linda | Freya Financial Services | 781-756-9992 | Winchester | MA | Comprehensive RLP® | |
| Honohan, Victoria | Ameriprise Financial | (516) 799-1206 x 212 | Massapequa | NY | Comprehensive RLP® | |
| Hull, Sam | Whitewater Transitions, LLC | (207) 985-2482 | Arundel | ME | Comprehensive RLP® | |
| Hunter, Holly | Hunter Advisor | 603-431-1300 | Portsmouth | NH | Comprehensive RLP® | |
| Hurlburt, Abigail L CFP®, RICP | Summit Wealth Group, LLC | 802-295-5300 | White River Junction | VT | Comprehensive RLP® | |
 | Inman, Ryan MBA, MAFM, CFP® | Physician Wealth Services LLC | 619-304-0777 | San Diego | CA | Comprehensive RLP® |
| Johnston, Anne | UBS | 310-859-5495 | Santa Monica | CA | Comprehensive RLP® | |
 | Jones, Beth | Third Eye Associates, Ltd | 212-787-4292 | Washington | DC | Comprehensive RLP® |
| Jordan, Tiphanie | William Jordan Associates | 949-380-8600 | Laguna Hills | CA | Comprehensive RLP® | |
| Jordan, William | William Jordan Investments | 949-380-8600 | Laguna Hills | CA | Comprehensive RLP® | |
 | Joss, Daniel | Joss Financial Group | 757.903.2127 | Williamsburg | VA | Comprehensive RLP® |
| Keefe, Jeffrey W. | Whole Wealth Management LLC | 603-766-8705 | Portsmouth | NH | Comprehensive RLP® | |
| Kinder, Tom | 802-333-4070 | Thetford Center | VT | Comprehensive RLP® | ||
| King, Jody | Fiduciary Trust Company | 617-574-3424 | Boston | MA | Comprehensive RLP® | |
| Kirk, John | Ashland RIA | 424-247-9378 | Torrance | CA | Comprehensive RLP® | |
| Kisner, Jeremy CFP®, CLU | Surevest Wealth Management | 7023006645 | Phoenix | AZ | Comprehensive RLP® | |
| Knight, Michael | Knight Investment Planning | 847-367-5191 | Libertyville | IL | Comprehensive RLP® | |
| Koebrich, Paul | LifeWorks, Inc. | 720-220-7035 | Littleton | CO | Comprehensive RLP® | |
| Le Phew, Marsha | LePhew Financial Services, Inc. | 803-329-5125 | Rock Hill | SC | Comprehensive RLP® | |
 | Leffler, Michael | Portfolio Advisors, Inc. | 559-432-8400 x4 | Fresno | CA | Comprehensive RLP® |
 | Leimberger, Mark CFP® | Alpha Advisors, LLC | 804-754-8532 | Richmond | VA | Comprehensive RLP® |
| Lekas, Kerry | (603) 434-2889 EXT 13 | Londonderry | NH | Comprehensive RLP® | ||
| Lenington, Derek | Lenington Financial, LLC | 800-451-8629 | Paso Robles | CA | Comprehensive RLP® | |
| Lohmar, Dan RICP, CFP® | United Wealth Management | Rochester | IL | Comprehensive RLP® | ||
| Lubar, Kathy | Littleton | MA | Comprehensive RLP® | |||
| Macdonald, Christine A RLP® | Value of Advice/Pension Professionals | 207-282-1122 | Biddeford | ME | Comprehensive RLP® | |
| Maples, Jason | Strategic Financial Partners | 303-512-2900 | Denver | CO | Comprehensive RLP® | |
| Martin, Steve CFP® | Purposeful Financial Planning | 970-443-1873 | Fort Collins | CO | Comprehensive RLP® | |
 | Maton, Michelle | Aequus Wealth Management Resources, LLC | 312-664-4090 | Chicago | IL | Comprehensive RLP® |
| McLaughlin, Dana CFP®®, AMS®, C(k)P® | www.trinitypointwealth.com | 203.693.8521 | Milford | CT | Comprehensive RLP® | |
 | McLeod, Scott | Brown Financial Advisory | 251-928-9498 | Fairhope | AL | Comprehensive RLP® |
| Mew-McRoberts, Sandra H.S. CFP®, EA | McRoberts & Associates | 808-261-5556 | Kailua | HI | Comprehensive RLP® | |
 | Milam, Erik C CFP®, RLP® | TrustCore Financial | 615-369-1423 | Brentwood | TN | Comprehensive RLP® |
| Millar, Andrea Richbourg CPA/PFS | AICPA | 919.699.4514 | Raleigh | NC | Comprehensive RLP® | |
| Napolitano, John | U.S. Wealth Management LLC | 781-849-9200 | Braintree | MA | Comprehensive RLP® | |
| Nichols, Laurie | Courage 2 Confidence Coaching | Seattle | WA | Comprehensive RLP® | ||
| Nobari, Kian | Integrous | 415-200-0900 | San Rafael | CA | Comprehensive RLP® | |
| Nusbaum, Kathryn | Baird Private Wealth Management | (704) 571-7405 | Charlotte | NC | Comprehensive RLP® | |
 | Olsen, Christopher CFP®, RICP® | Bridge Pointe Financial Group | 209-367-8700 | Lodi | CA | Comprehensive RLP® |
 | Oransky, David | Laminar Wealth LLC | 800-929-6530 | Chesterfield | MO | Comprehensive RLP® |
| Oransky, Mary CFP® | Laminar Wealth, LLC | Chesterfield | MO | Comprehensive RLP® | ||
 | Owen, G Bradley | DONNELLY WEALTH ADVISORS, INC. | 858-622-9009 | San Diego | CA | Comprehensive RLP® |
 | Padden, Sheila P CPA/PFS, CFP® | Padden Financial Planning LLC | 773-718-3218 | Chicago | IL | Comprehensive RLP® |
| Parrott, Jeri | Red Oak Asset Management | 608 240 1616 or 877 623 1616 | Madison | WI | Comprehensive RLP® | |
| Pomrehn, Martin | MP360 Financial Services | +1 630 6206200 | Oak Brook | IL | Comprehensive RLP® | |
| Ranstrom, Morgan | Trailhead Planners | (503) 773-9682 | Minneapolis | MN | Comprehensive RLP® | |
 | Rasile, Donna IMCA- Series 65 | GreerWalker LLP | 7043538281 | Charlotte | NC | Comprehensive RLP® |
| Roebuck-Pearson, Jo | 605-390-5551 | Rapid City | SD | Comprehensive RLP® | ||
| Rosenblum, David | DLR Financial Design, LLC | 845-679-0700 | West Hurley | NY | Comprehensive RLP® | |
| Roth, Kathleen | Waterstone Financial Group | 585-241-5903 | Rochester | NY | Comprehensive RLP® | |
| Rowland, Mary | Financial Advisor Magazine | 845-876 2346 | Rhinebeck | NY | Comprehensive RLP® | |
| Roy, Francine | FMRoy Consulting, LLC | Los Gatos | CA | Comprehensive RLP® | ||
| Ruben, Phillips | Vision Financial Planning | 617-728-3600 | Newton | MA | Comprehensive RLP® | |
| Rudolph, Patricia | Rudolph Financial Planning | (443) 542 - 5867 | Louisville | KY | Comprehensive RLP® | |
 | Schaal, Samuel | (214) 985-3737 | Dallas | TX | Comprehensive RLP® | |
 | Scott, Alex CFP® | Alpha Advisors | 804-754-8532 | Richmond | VA | Comprehensive RLP® |
| Shagrin, Steven | Planning for Life | 925-949-3938 | Walnut Creek | CA | Comprehensive RLP® | |
 | Shake, Roger | Legacy Consulting Group | 972-599-4750 | Plano | TX | Comprehensive RLP® |
 | Shendure, Ashok | BDS Financial Network | 440-248-5625 | Solon | OH | Comprehensive RLP® |
| Sigler, Andy | 908-310-7285 | Summit | NJ | Comprehensive RLP® | ||
| Silveira, Marcio CFP®, CFA, CAIA | Pavlov Financial Planning | +1.703.224.8187 | Arlington | VA | Comprehensive RLP® | |
| Simon, Susan | Third Eye Associates, Ltd | 845-752-2216 | Red Hook | NY | Comprehensive RLP® | |
| Smith, Robin | Robin Rogers LLC | 203-381-0430 | Fairfield | CT | Comprehensive RLP® | |
 | Smith, Jeanne | Marca Life Planning | 205-408-3000 | Birmingham | AL | Comprehensive RLP® |
| Smith, Robert | Raymond James Financial Services, Inc. | 978-448-8500 | Groton | MA | Comprehensive RLP® | |
 | Stadler, Bill | NextStep Financial Planning LLC | 203-220-6216 | Trumbull | CT | Comprehensive RLP® |
| Stempel, Mark CFP®, EA | Encore Wealth Advisors, LLC | 5202356985 | Fairfax | CA | Comprehensive RLP® | |
| Sterling, Cindy | Sterling Financial Planning | 212-405-1616 | New York | NY | Comprehensive RLP® | |
| Stinson, Sheila | GenSpring Family Offices | 240.482.1412 | Chevy Chase | MD | Comprehensive RLP® | |
 | Sutherland, Ken | LifePlan Group | 919-858-6119 | Raleigh | NC | Comprehensive RLP® |
| Tafoya, Bradley | Tafoya Barrett and Associates, PC | 970-259-8000 | Durango | CO | Comprehensive RLP® | |
 | Tharp, Derek | Mote Wealth Management | 319-393-4020 | Cedar Rapids | IA | Comprehensive RLP® |
 | Thompson, Taiya | Gentry Wealth Management, Gentry Asset Advisory LLC | 702.408.1771 | Las Vegas | NV | Comprehensive RLP® |
| Wanner, Kurt | Crosswind Advisors, LLC | 425-349-2527 | Everett | WA | Comprehensive RLP® | |
| Whiteley, Miriam McKenna CFP® | Roehl & Yi Investment Advisors | 541-683-2085 | Eugene | OR | Comprehensive RLP® | |
| Wilde, Karen | 949-466-6464 | San Clemente | CA | Comprehensive RLP® | ||
 | Wimbiscus, John | Trinity Financial Advisors, LLC | 312-245-1300 | Chicago | IL | Comprehensive RLP® |
| Yang, Mai | Greenwald Wealth Management | 952-641-7868 | St Louis Park | MN | Comprehensive RLP® | |
 | Young, Robin | Northstar Financial Planning, Inc | 603.458.2776 | Windham | NH | Comprehensive RLP® |
| Advanced, Presentation Training Graduate | ||||||
 | Carrier, Lois | Carrier, Maurice & Webb Wealth Advisors | 423-610-0099 | Johnson City | TN | Advanced, Presentation Training Graduate |
| Hodges, Suzanne | Merrill Lynch | 304-528-6144 | Huntington | WV | Advanced, Presentation Training Graduate | |
| Kessel, Brent | Abacus Wealth Partners Abacus Portfolios | 310-566-1890 | Pacific Palisades | CA | Advanced, Presentation Training Graduate | |
 | Maurice, David | Carrier, Maurice & Webb Wealth Advisors | 423-610-0099 | Johnson City | TN | Advanced, Presentation Training Graduate |
| Advanced | ||||||
| Abrams, Jessica | Large Brokerage Firm | 530-277-5335 | Portsmouth | CA | Advanced | |
| Adams, Kelly L CFP®, EA | Harbor Light Planning | 248-344-9616 | Novi | MI | Advanced | |
| Alexander, Zoe | LPL Financial | 602-788-6217 | Phoenix | AZ | Advanced | |
| Almon, Erik CFP® | MassMutual | 5082847972 | Sharon | MA | Advanced | |
| Bockus, Beverly | Bockus Associates | 617-354-5375 | Cambridge | MA | Advanced | |
| Booth, Paul | Delta Wealth Management | 209-224-8534 ext. 1 | Lodi | CA | Advanced | |
| Brock, Beau | Brock & Associates | Tulsa | OK | Advanced | ||
| Brooks, Mary | Brooks Financial Planning | 719-492-1833 | Colorado Springs | CO | Advanced | |
| Caldwell, Robert | 731-669-5665 | Jackson | TN | Advanced | ||
 | Callahan, William Alan CFA, CFP® | Callahan Financial Planning Company | 402-341-2000 | Omaha | NE | Advanced |
| Campbell, Wayne | Campbell Financial | 206-232-1610 | Mercer Island | WA | Advanced | |
| Carrington, Cheryl | West Windsor | NJ | Advanced | |||
| Chan, Ronald | 2063212800 | Seattle | WA | Advanced | ||
| Chung, Kevin K. CFP®, CFA, CIMA, AEP | First Republic Investment Management | 415-262-8704 | San Francisco | CA | Advanced | |
| Cilley, Arthur | TWR Services | Danbury | CT | Advanced | ||
| Clark, Lani | 340-693-8791 | St. John | VI | Advanced | ||
| Clearwaters, Annette CFP® | Clarity Investments + Planning LLC | 2127307029 | Mount Kisco | NY | Advanced | |
| Clement, Charles | Opal Wealth Advisors | 516-388-7980 | Jericho | NY | Advanced | |
| Clouse, Kimberly | Via Global Advisors | 617-733-9873 | Brookine | MA | Advanced | |
| Coppes, Michael JD | University of Hawaii Foundation | 808-956-3589 | Honolulu | HI | Advanced | |
| Crary, Mindy | Save 9 LLC | 206-971-6231 | Seattle | WA | Advanced | |
| DiMaggio, Deana | San Diego | CA | Advanced | |||
| Dixon, Phyllis | 804 815-4270 | Gloucester Point | VA | Advanced | ||
| Dwyer, Dan | Proprius Worth Management,llc | 585-802-8213 | Rochester | NY | Advanced | |
| Engle, Jake | Wealth Planning & Management, LLC | 206-219-5604 | Seattle | WA | Advanced | |
| Friedman, Janet CFP®, CPFA, MBA | Abaris Financial Group | 978-371-9649 | Concord | MA | Advanced | |
| Garrett, Sheryl | The Garrett Planning Network, In | 877-510-1500 | Shawnee Mission | KS | Advanced | |
| Giordano, Jesse CFP® | Opal Wealth Advisors | 516-388-7980 | Jericho | NY | Advanced | |
| Goldinov, Frederick | ICW Investment Advisors | 480-951-2900 | Scottsdale | AZ | Advanced | |
 | Gornto, Rick | TIGER 21 | 281 954 6038 | Houston | TX | Advanced |
| Hagerty, Jeffrey | Polaris Financial Services, LLC | 908-448-2103 | Branchburg | NJ | Advanced | |
| Halloran, Matthew | 402-691-4499 | Advanced | ||||
| Hastings, Jason CFP® | Lexington Wealth Management | 781 860 7745 | Lexington | MA | Advanced | |
| Healy, Robert Joseph CPA/PFS, CFP® | RJ Healy & Company | 925 284-8409 | Lafayette | CA | Advanced | |
| Herbert, Charley | Lakeside Financial | 8602414636 | Seattle | WA | Advanced | |
| Hooper, Brooke | Advanced | |||||
 | Horstman, Ariadne CFP® | Appreciate Personal Finance | 650-387-5982 | Palo Alto | CA | Advanced |
| Jetton, Elizabeth | RTD Financial Advisors | 800-893-4725 | Atlanta | GA | Advanced | |
| Johnson, Deborah | Johnson Bixby and Assoc. LLC | 360-695-1795 | Vancouver | WA | Advanced | |
| Johnson, Benedict CFP®, AEP, MS | 512-576-8610 | Austin | TX | Advanced | ||
| Kessinger, Peggy | Lifestyle Financial Planning, LLC | 503-610-8628 | Beaverton | OR | Advanced | |
| Korn, Lee A | Opal Wealth Advisors | 516-388-7980 | Jericho | NY | Advanced | |
| Lacy, Sharon CFP® | Liveoak Planning | Watsonville | CA | Advanced | ||
| Lambshead, Paul | 360-601-6314 | Vancouver | WA | Advanced | ||
| Luria, Kerry | Lexington Wealth Managerment | 7818607745 | Lexington | MA | Advanced | |
| Lutzy, Judith | Judith F. Lutzy, CFP | 973-243-0985 | West Orange | NJ | Advanced | |
| Maurer, Tim CFP® | BAM Alliance | St. Louis | MO | Advanced | ||
| McLellan, Vicki | Center for Financial Planning, I | 248-948-7900 | Southfield | MI | Advanced | |
| McRoberts, Francis William CFP®, CLU, CHFC, CDFA, EA | McRoberts & Associates | 808-261-5556 | Kailua | HI | Advanced | |
| Miller, Jim | Pathway Financial Advisors | So. Burlington | VT | Advanced | ||
| Miller, Ronald | Resource Management LLC | 808-429-8123 | Waimanalo | HI | Advanced | |
| Neel, Tom Life planner | UU team | 617-470-3323 | Belmont | MA | Advanced | |
| Nelson, Karen | Richmond | VA | Advanced | |||
| Newsom, Eli | Prism Planning, Inc. | 212-354-7451 | New York | NY | Advanced | |
| Owen, Geoff CFP®, CDFA | GreerWalker Wealth Management | 704-353-8258 | Charlotte | NC | Advanced | |
| Philpot, Carolyn | Beall Barclay Wealth Management | 479-484-5173 | Fort smith | AR | Advanced | |
| Poole, Lori B CFP® | Bartlett Wealth Management | 513-345-6240 | Cincinnati | OH | Advanced | |
| Porter, Sandra | Sandy Porter, LLC | 404-377-4577 | Decatur | GA | Advanced | |
| Reed, Kristin | Financial Planning for Independence, Inc. | 802-442-9311 | Bennington | VT | Advanced | |
| Rossi, Vincent | Inspired Capitalworks | 480-951-2900 | Scottsdale | AZ | Advanced | |
| Sakhuja, Rohit | MA | Advanced | ||||
| Sannes, Aaron | Larry K Fox & Associates / Ameriprise Financial | Waterloo | IA | Advanced | ||
| Seo, Catherine | MA | Advanced | ||||
| Shah, Milind | Benefit Quest, Inc. | 212-389-7824 | New York | NY | Advanced | |
| Stewart, Tracy | Tracy B. Stewart | 979-324-8179 | College Station | TX | Advanced | |
| Stovesand, Kirk CPWA, CFP®, CPA/PFS | Walpole Financial Advisors, LLC | 8055699865 | Goleta | CA | Advanced | |
| Szabo, K. | 650-941-5530 | Los Altos | CA | Advanced | ||
| Talbert, Geal | Legacy Group Hawaii | 808-235-5100 | Kaneohe | HI | Advanced | |
| Taylor, George | Temenos Advisory Inc. | 888-769-9149 | Litchfield | CT | Advanced | |
| Trowbridge, Trow | Dominion Wealth Management, Inc. | Reston | VA | Advanced | ||
| Tucker, Michelle Heidi CFP®/JD/CPA/PFS | 3D Wealth Advisors, Inc | 8087911444 | Honolulu | HI | Advanced | |
| Uible, Woodrow CFA | Bartlett Wealth Management | 5136464079 | Cincinnati | OH | Advanced | |
| Urban, David | 585-248-4712 | Fairport | NY | Advanced | ||
| Valenzuela, Charles | PDI Financial Group, Inc. | Ridgefield | CT | Advanced | ||
| Vamvakias, Jennifer | Inspired Capitalworks | 480-951-2900 | Scottsdale | AZ | Advanced | |
| Van Nice, Patrick | Better Life Group | 515-224-1297 | Des Moines | IA | Advanced | |
| Van Scoyk, Dale | Bonita Springs | FL | Advanced | |||
| VanWyck, Greg | Daniel Investment | Santa Barbara | CA | Advanced | ||
 | Volz, Amy | Verdant LLC | 907-463-5511 | Sitka | AK | Advanced |
| Walker, Syd | Stifel, Nicolaus | Santa Barbara | CA | Advanced | ||
| Wandres, David | 928-204-0875 | Sedona | AZ | Advanced | ||
| Welsh, Roberta | Welsh & Welsh, Inc | (804) 350 7277 | Laguna Woods | CA | Advanced | |
 | Winer, Aaron | Milestone Financial Advisors, LLC | 510.663.3040 | Oakland | CA | Advanced |
| Winkler, Joseph | Bristlecone Advisors, LLC | 206.519.5685 | Seattle | WA | Advanced | |
| Yakubic, Rick | Free Will Baptist Family Ministries | 423-278-1569 | Greeneville | TN | Advanced | |
| Zimmerman, Catherine | Advanced | |||||
| Basic | ||||||
| Colman, Gayle | Colman Knight Advisory Group, LLC | 978-371-2015 | Carlisle | MA | Basic | |
| Johnson, Ray | Adviser Financial Group, Inc. | 507-280-8897 | Rochester | MN | Basic | |
| Basic | ||||||
| Abel, Arnold | Thrivent Financial | Sykesville | MD | Basic | ||
| Acker, Carol | Nancy K. Weeks Associates, LLC | 650-691-0440 | Palo Alto | CA | Basic | |
| Ahern, Stephen | Wealth Management Advisors, LLC | 978-970-3400 | Tewksbury | MA | Basic | |
| Albright, Richard | Richard G. Albright, CFP , EA, MBA | 215-699-8939 | North Wales | PA | Basic | |
| Alepa, Katie | Yeske Buie | 703-538-2116 | Vienna | VA | Basic | |
| Alexander, Doug | Basic | |||||
| Alexander, Shirley | 905-337-2212 | Basic | ||||
| Allen, Kathryn | Allen Investments | 847-223-9130 | Grayslake | IL | Basic | |
 | Alverez, Fernando | 305-913-7161 | Weston | FL | Basic | |
| Ames, Harvey | Ames Planning Associates, Inc. | 603-924-9939 | Peterborough | NH | Basic | |
| Anderson, Stephanie | Strategic Investment Group | 703-243-4433 | Washington | DC | Basic | |
| Anderson, Kathleen | Sage Wealth Advisors LLC | 508-748-2550 | Marion | MA | Basic | |
| Anderson, Theresa | Washington | DC | Basic | |||
| Andrews, Gail | Custom Financial Design | 6029525588 | Phoenix | AZ | Basic | |
| April, Richard | 561-742-7234 | Boynton Beach | FL | Basic | ||
| Armstrong, Hilary | Vanguard | 610-503-4008 | Malvern | PA | Basic | |
| Arnzen, Kris | Resonate, Inc. | 513-605-2500 | Cincinnati | OH | Basic | |
| Arsenault, Mackenzie CFP®® | Cornerstone Financial Planning | 2077728133 | Portland | ME | Basic | |
| Asato, Satoru | McNellis & Asato, Ltd., An Independent Firm | 952-548-3123 | Bloomington | MN | Basic | |
| Askey, Donald | Provident Advisory Group | 978-834-8558 | Amesbury | MA | Basic | |
| Athanassie, Steve | Trademark Capital | 727-848-8950 | New Port Richey | FL | Basic | |
| Augustine, Jeffrey | Augustine Financial Solutions LLC | (781) 771-0880 | Needham | MA | Basic | |
| Austin, Brian | Poteet, Virt & Associates | 317-818-9365 | Indianapolis | IN | Basic | |
| Austin, Sheryl | 336-275-9886 | Greensboro | NC | Basic | ||
| Babcock, Michael | The Wealth Conservatory | (417) 832-0990 | Springfield | MO | Basic | |
| Babcock, Michael | Howard Financial Services, Ltd | Dallas | TX | Basic | ||
| Baer, Eric | Basic | |||||
| Bailey, Lynn | Capital Analysts of NE | 617-413-5467 | Quincy | MA | Basic | |
| Baird, Justus | 770-343-8990 | Alpharetta | GA | Basic | ||
| Baird, Richard | The Financial Source Group, Inc. | 800-756-2059 | Irving | TX | Basic | |
| Baker, Tim CFP® | Script Financial | 4438638779 | Baltimore | MD | Basic | |
| Ballinger, Regina | Ballinger Financial Services | 781-431-7711 | Needham | MA | Basic | |
| Barber, Carl | Creating Abundance, Inc. | 913-385-7050 | Overland Park | KS | Basic | |
| Barlow, James | Jim Barlow Advisors | Ogden | UT | Basic | ||
| Barr, Janet | Collaborative Financial Solutions | 805-965-0101 | Santa Barbara | CA | Basic | |
| Barr, Beth | Wells Fargo | 336-253-4752 | Greensboro | NC | Basic | |
| Barrom, Stacy | FSC Securities | 901-202-3909 | Memphis | TN | Basic | |
| Bartin, Bill | TIAA-CREF | 800-842-2004 | Boston | MA | Basic | |
| Bassow, William | Michael Anderson Wealth Strategy Advisors, LLC | 707-573-0326 | Santa Rosa | MI | Basic | |
| Bayliss, Howard CFP®, CRPC | Core Financial Planning, LLC | 2487582304 | Bloomfield Hills | MI | Basic | |
| Beale, Christopher | 203-935-0265 | Wallingford | CT | Basic | ||
| Beck, Leslie | Compass Wealth Management LLC | 973-763-0766 | Maplewood | NJ | Basic | |
| Becker, Theresa | Fiduciary Trust Company | 617-574-3481 | Boston | MA | Basic | |
| Beckes, Tracy | Tracy Beckes Associates, Inc. | 360-466-1870 | Stanwood | WA | Basic | |
| Bedel, Elaine | Bedel Financial Consulting, Inc. | 317-843-1358 | Indianapolis | IN | Basic | |
| Bedi, Rakesh | 402-330-8518 | Omaha | NE | Basic | ||
| Beduze, G. | The Life Planning Group | 713-961-1999 | Houston | TX | Basic | |
| Bell, William | Midland | TX | Basic | |||
| Bell, Steve | The Wealth Conservatory | 800-472-1844 | Livermore | CA | Basic | |
| Bennett, Janice | 212-980-2500 | Basic | ||||
| Berglund, Kevin | Berglund Financial Group, Inc. | 360-457-5672 | Port Angeles | WA | Basic | |
| Bernard, Gerald | ICW Investment Advisors | 480-951-2900 | Scottdale | AZ | Basic | |
| Bernard, Michael | Korhorn Financial Group Inc. | Granger | IN | Basic | ||
| Bernstein, Phyllis | 212-330-6075 | New York | NY | Basic | ||
| Bhabhrawala, Irfan | Arbor Financial | 7346460991 | Ann Arbor | MI | Basic | |
| Bickers, Brenda | Poteet, Virt & Associates | 317-818-9365 | Indianapolis | IN | Basic | |
| Billingslea, David | 303-721-6055 | Denver | CO | Basic | ||
| Bishop, Janelle | 904.363.3600 | FL | Basic | |||
| Bishop, Matthew | BULL & BEAR CAPITAL ADVISORS | 9043633600 | Jacksonville | FL | Basic | |
| Black, Patti | Charles D. Haines, LLC | 2058713334 | Birmingham | AL | Basic | |
| Blackman, Jaimie | BH Wealth Management LLC | 212-829-0001 | New York | NY | Basic | |
| Blackwelder, Diane | Charleston Financial Advisors | 843-722-3331 | Charleston | SC | Basic | |
| Blakeley Holman, Jan | Thornburg Investment Management | 505.467.7350 | Santa Fe | NM | Basic | |
| Blazek, Laurie | Blazek Financial Planning | 708-366-4033 | River Forest | IL | Basic | |
| Blessing, Kalita | Quest Capital Management | Dallas | TX | Basic | ||
| Blume, Vincent | Vincent L. Blume P.C. | 773-275-1166 | Chicago | IL | Basic | |
| Bobo, Michael | Riverside Financial Planning | 865-408-9385 | Loudon | TN | Basic | |
| Bodnar, Doris | The Bodnar Group | 954-796-7000 | Coral Springs | FL | Basic | |
| Bol, Keith | 602-679-5830 | Scottsdale | AZ | Basic | ||
 | Bolen, Robert | Envision Wealth Planning | 615-242-3808 | Brentwoood | TN | Basic |
| Bolhouse, Kristina | 616-693-2434 | Clarksville | MI | Basic | ||
| Boone, Norman | Boone Financial Advisors, Inc. | 415-788-1952 | San Francisco | CA | Basic | |
| Borgman, Chana Aliza | Wisdom Wealth Management | (305) 677-2743 | Miami Beach | FL | Basic | |
| Borowsky, Andrew | ABC News | 732-819-7643 | Edison | NJ | Basic | |
| Boucher, Frank | Boucher Financial Planning Services | 703-391-8466 | Reston | VA | Basic | |
| Bowen, Russ | 208-529-6643 | Idaho Falls | ID | Basic | ||
| Brandenburger, Juli | Basic | |||||
| Braun-Bostich, Amy | Ameriprise Financial - Braun-Bostich & Associates | 724-942-2639 | Mc Murray | PA | Basic | |
| Brecher, Alan | RTD Financial Advisors, Inc. | 215-557-3800 | Philadelphia | PA | Basic | |
| Brenden, Ken | Brenden Financial Planning | 480-802-7433 | Sun Lakes | AZ | Basic | |
| Brennan, Sean | 603-818-8142 | Derry | NH | Basic | ||
| Brennan, James | 410-375-6366 | Severna Park | MD | Basic | ||
| Brennan, Patricia | 610-429-9050 | West Chester | PA | Basic | ||
| Breslin, Thomas | 858-643-5017 | San Diego | CA | Basic | ||
| Brewster, Charles Scott | 646-249-9880 | New York | NY | Basic | ||
| Briaud, Janet | Briaud Financial Planning | 979-260-9771 | Bryan | TX | Basic | |
| Bricker, Lisa | Collaborative Financial Solutions, LLC/ LPL Financial | 805-965-0101 / 805-898-3903 | Santa Barbara | CA | Basic | |
| Bridges, Kimberly | BMO Private Bank | (913) 323-1529 | Basic | |||
| Broadhurst, Jeff | Broadhurst Financial Advisors Inc. | Lansdale | PA | Basic | ||
| Brodnax, John | Lake Travis Financial Advisors, LLC | 512-261-8800 | Lakeway | TX | Basic | |
| Brost, Kathleen A jd, cfp, clu | Legacy Private Trust Co | 920-967-5074 | Neenah | WI | Basic | |
| Brountas, Heather | Ameriprise Financial Services, Inc. | 603.598.9880 | Nashua | NH | Basic | |
| Brouwer, Donovan | American Express Financial Advis | Fresno | CA | Basic | ||
| Brown, LeeAnn | The Brown Agency | 206-567-4600 | Vashon | WA | Basic | |
| Brown, Terry | American Express Financial Advis | 530-273-1323 | Nevada City | CA | Basic | |
| Brown, Christopher | CommonWealth Advisory Group LLC | 301-258-1300 | Gaithersburg | MD | Basic | |
| Brown, Robert | RB Brown Insurance Agency, Inc. | 502-875-1301 | Frankfort | KY | Basic | |
| Brownn, Eleanor | Brownn Consulting | 3104916165 | Los Angeles | CA | Basic | |
| Brownstein, Richard | 973-335-9688 | Montiville | NJ | Basic | ||
| Bruck, Eric | ALLIED Consulting Group | 310-474-9801 | Los Angeles | CA | Basic | |
| Bruno, Stephanie | SBWA, LLC | Denver | CO | Basic | ||
| Bryan, Janet | 602-240-5913 | Phoenix | AZ | Basic | ||
 | Bryant, Hannah Basil | Basil Financial Group | 7736979528 | Chicago | IL | Basic |
| Buchan, Doug | Tilson Financial Group | 908-561-6203 x208 | Watchung | NJ | Basic | |
| Buckley, Jonathan | Buckley Financial Planning | San Ramon | CA | Basic | ||
| Buckwalter, Matt | MJB Financial Planning, LLC | (402) 817-0914 | Lincoln | NE | Basic | |
| Bue, Dave | 203-454-3577 | Westport | CT | Basic | ||
| Buffardi, Elizabeth CFP®,CPA | Crescendo Financial Planners | 3124203654 | Oak Brook | IL | Basic | |
| Buie, Elissa | Financial Planning Group, Inc. | 703-538-2116 | Falls Church | VA | Basic | |
| Bumgarner, Sharon | Charles Schwab | 623-815-3344 | Sun City | AZ | Basic | |
| Burns, Susan | Snug Harbor Financial Planning, Inc. | 781.424.0166 | Marshfield | MA | Basic | |
| Burris, Ginger | 303-338-9314 | Franktown | CO | Basic | ||
| Busillo, Richard | RTD Financial Advisors, Inc. | 215-557-3800 | Philadelphia | PA | Basic | |
| Butrimovitz, Gerald | Gerald Butrimovitz and Associates Advisory Service | 415-566-0400 | San Francisco | CA | Basic | |
| Buttfield, Scott | 732-747-9473 | Red Bank | NJ | Basic | ||
| Caban, Tim | Copper Beech Advisors | 6106474014 | Malvern | PA | Basic | |
| Cabe, Jackie | 406-486-4218 | Greensboro | GA | Basic | ||
| Cadwell, Jason | Vermont Pure Financial, Inc. | 802-985-1566 | Shelburne | VT | Basic | |
| Cahill, William | 860-635-4800 | Rocky Hill | CT | Basic | ||
| Calcagni, Donald | Mercer Global Advisors | 610-862-1090 | Levittown | PA | Basic | |
| Caldwell, Elizabeth | Welsh Hills Financial | Newark | OH | Basic | ||
| Callahan, Patricia | Robert W. Baird & Co. | 571-203-1624 | Reston | VA | Basic | |
| Campbell, William | 801-921-2191 | Salt Lake City | UT | Basic | ||
| Campbell, Sherrie CFP® | 7064103826 | Watkinsville | GA | Basic | ||
| Cao, Linda | Silver Oaks Wealth Advisors, LLC | 310-740-0749 | Los Angeles | CA | Basic | |
| Carbonell Smith, Margaret | Rosewood Consulting, LLC | 503-268-1734 | Tigard | OR | Basic | |
| Carlyle, Michael | Steckler and Wynns Financial Gro | San Diego | CA | Basic | ||
| Carney, Maedi Tanham | M&L Special Needs Planning, LLC | 202-841-8362 | Washington | DC | Basic | |
| Carpenter, Margie | Bell Tower Advisors | 440.318.1988 | Chagrin Falls | OH | Basic | |
| Carter, Suzanne | Dreamcurrent (if you cant seem to locate your hearts core .. | 978-823-2359 | Groton | MA | Basic | |
| Carter, Marty | Charlie D. Haines, Inc. | 205-871-3334 | Birmingham | AL | Basic | |
| Cash, J. | 615-255-5941 | Nashville | TN | Basic | ||
| Cassidy, James | 914-701-7664 | Purchase | NY | Basic | ||
| Caylor, Paul | 970-282-8414 | Fort Collins | CO | Basic | ||
| Chamberlain, Mike | Chamberlain Financial Planning & Wealth Management | 800-347-1340 | Santa Cruz | CA | Basic | |
| Chandler, Laurie | Vigilant Capital Management, LLC | 603-431-3498 | Portsmouth | NH | Basic | |
| Chastain, Alex | Abacaus Planning Groups Inc. | Columbia | SC | Basic | ||
| Chavanne, Carolanne | 949-495-5708 | Laguna Niguel | CA | Basic | ||
| Christie, James | Freedom Wealth Management, LLC | 908-204-9299 | Basking Ridge | NJ | Basic | |
| Cicalese, Reynold | Alloy, Silverstein, Shapiro, Adams, Mulford, Cicalese, Wilson & Co. | 856.667.4100 Ext. 1000 | Cherry Hill | NJ | Basic | |
| Clark, Jason | ICMA Retirement Corporation | Washington | DC | Basic | ||
| Clark, Brad | Sherpa Wealth Advisors | North Hampton | NH | Basic | ||
| Clark, Douglas | Douglas F. Clark, CPA, PC | 816.501.5115 | Lees Summit | MO | Basic | |
| Clarke, George | U.S. Wealth Management | Braintree | MA | Basic | ||
| Clarkson, Shanna | 480-674-5804 | San Jose | CA | Basic | ||
| Cloos, Mary | 217-352-1927 | Champaign | IL | Basic | ||
| Cody, Angela | Plano | TX | Basic | |||
| Coen, Richard | WA | Basic | ||||
| Coffman, Brett | 704-607-7980 | Fort Mill | SC | Basic | ||
| Cole, Jason | Abacus Wealth Management, Inc | 215-656-4280 | Philadelphi | PA | Basic | |
 | Cole, Jennifer | Cole Financial Consulting, LLC | 505-286-7915 | Sandia Park | NM | Basic |
| Cole, George | 732-557-5550 | Toms River | NJ | Basic | ||
| Cole, Jr., Robert | 502-589-1772 | Louisville | KY | Basic | ||
| Collier, John | Ameriprise Financial | Independence | OH | Basic | ||
| Collins, Melissa | 928-526-1006 | Flagstaff | AZ | Basic | ||
| Collins, Dion | Collins Advisory | 714-525-5039 | Fullerton | CA | Basic | |
| Colton, David | 978-557-5361 | North Andover | MA | Basic | ||
| Colwell, David | Basic | |||||
| Comer, Braxton | Bragg Comer Financial Advisors | 469-402-2200 | Rockwall | TX | Basic | |
| Congen, Cindy | 501-376-9051 | Little Rock | AR | Basic | ||
| Connelly, Brendan | Index Funds Advisors, Inc. | Madison | WI | Basic | ||
| Conner, Christine | Laurus Financial Advisors | 469-402-2200 | Heath | TX | Basic | |
| Cook, James | MMBB | Leawood | KS | Basic | ||
| Corbett, Dana | Robert W. Baird & Co. Inc. | 800-888-4792 | Madison | WI | Basic | |
| Corcoran, Philip | The Corcoran Group | 202-333-4775 | Washington | VA | Basic | |
| Corrigan, Patrick | West Coast Financial, LLC | Santa Barbara | CA | Basic | ||
| Costa, Cheryl | Woodside Wealth Management, LLC | (508) 655-0210 | Framingham | MA | Basic | |
| Couch, Barton | Couch Hallum Financial Group | 512-527-8411 | Austin | TX | Basic | |
| Crabbe, Carlton | Basic | |||||
| Cray, Jennifer | Investors Capital Management, LLC | 866-966-9291 | Menlo Park | CA | Basic | |
| Crouse, Linda | Schultz & Crouse, PC | 503.244.8879 | Portland | OR | Basic | |
| Cubby, Chrisanne | Temenos Advisory | 888-769-9149 Ext. 4 | Litchfield | CT | Basic | |
| Cullington, Elisabeth | Cullington Hill Advisors Inc. | San Diego | CA | Basic | ||
| Culver, Barbara | Resonate Companies | 513-605-2500 | Cincinnati | OH | Basic | |
| Cundick, Joel | The Corcoran Group | 202-333-4775 | Washington | DC | Basic | |
| D., James | Hallett & Associates, P.S. | Port Angeles | WA | Basic | ||
| Darbe, Alexa | Northstar Financial Planning, Inc | 603.458-2776 | Windham | NH | Basic | |
| Davies, Michael | Financial Perspectives Planning | 800-726-3707 | Boston | MA | Basic | |
| Davis, Melinda | Northstar Financial Planning, Inc. | 603-458-2776 | Windham | NH | Basic | |
| Davis, Al S CFP® | Davis Financial Planning | 828-398-5050 | Asheville | NC | Basic | |
| Davis, Kevin | Davis Financial | 972-233-8300 | Dallas | TX | Basic | |
| Davis, Saundra | 510-672-0031 | Pinole | CA | Basic | ||
| Davison, Tom | Summit Financial Strategies, Inc | 614-885-1115 | Columbus | OH | Basic | |
| Dawson Guerin, Kathy | Dawson Associates | North Wales | PA | Basic | ||
| Day, Sara | MMBB | 917-208-2054 | Westchester | IL | Basic | |
| Day, Ray | Legacy Financial Group, LLC | 310-756-1710 | Torrance | CA | Basic | |
| de Padua, Merceditas | Bryant, Carroll & Associates | 770-352-9650 | Atlanta | GA | Basic | |
| Dean, Thomas | State Farm Insurance | Venice | FL | Basic | ||
| Dean, Mary | Dean Consulting & Associates | San Diego | CA | Basic | ||
| DeCanio, Marjorie | DeCanio & Associates | 941-330-1931 | Sarasota | FL | Basic | |
| DeCanlo, Marjorie | Basic | |||||
| DeChaineau, Rick | Secure Choice Financial Planning, LLC | 253-472-7526 | Tacoma | WA | Basic | |
| Dedecker, George | GED Associates Inc. | 908-561-4333 | Warren | NJ | Basic | |
| DeFord, Sharon | Becker Capital Management, Inc. | 503-223-1720 | Portland | OR | Basic | |
| DeGregorio Jr., Anthony | 732-888-7744 | Holmdel | NJ | Basic | ||
| Del Monte, Ingrid | Del Monte Group LLC | Alamo | CA | Basic | ||
| Del Monte, Richard | Del Monte Group, LLC | Alamo | CA | Basic | ||
| DeLeon Jr., Gabriel | Morgan Stanley | 914-251-0487 | Purchase | NY | Basic | |
| Delle Donne, Anne | 303-768-0007 | Englewood | CO | Basic | ||
 | Demers, Maureen CFP® | Demers Financial Planning | 9784944337 | North Andover | MA | Basic |
| Dempsey, Patrick | Dempsey Wealth Management, LLC | 210 509-1900 | San Antonio | TX | Basic | |
| Deshong Kinkelaar, Mary | Kinkelaar & Assocites | 312-528-9077 | Chicago | IL | Basic | |
| Dettre, Thomas | True North Financial Planning, LLC | Burlington | VT | Basic | ||
| Deutsch, Neal | Chestnut Investment Group | 914-369-0016 | Monsey | NY | Basic | |
| Devine, Mary Pat | Key Asset Management | 5148-488-5755 | Watervliet | NY | Basic | |
| Deyeso, John | Financial Filosophy | 917-916-2207 | New York | NY | Basic | |
| Diliberto, Roy | RTD | 215-557-3800 | Philadelphia | PA | Basic | |
| Dill, Gary | State Farm Insurance Companies | Dallas | TX | Basic | ||
| DiSalvo, Joseph | Quest Capital & Risk Management, Inc. | 631-724-3933 | Smithtown | NY | Basic | |
| Dobbs, Jim | Dobbs Wealth, LLC | Greenwood Village | CO | Basic | ||
| Doetsch, Julie | 914-478-3496 | Hastings | NY | Basic | ||
| Dohrs, Larry | Newground Social Investment | 206-522-1944 | Seattle | WA | Basic | |
| Dollard, Kathleen | Nashoba Financial Planning | 978-635-9687 | Boxborough | MA | Basic | |
| Donaghy, Liz | Donagy Wealth Consultant | Philadephia | PA | Basic | ||
| Donahue, Joan H. | Ameriprise | 781 235 9952 | Wellesley | MA | Basic | |
| Donnell, Robert | New Orleans | LA | Basic | |||
| Dorren Hosack, Dayle | 404-818-6535 | Decatur | GA | Basic | ||
| Dortch, Philip | 865-521-5233 | Knoxville | TN | Basic | ||
| Dougherty, William | Dougherty & Associates Financial Services | 208-773-7551 | Post Falls | ID | Basic | |
| Dowling, Ellen | Chicago | IL | Basic | |||
| Dubois, Tjarda | De Kleine Filosoof | +31(0)651499429 | Basic | |||
| Duckworth, John | Trust Company of Illinois | Basic | ||||
| Duffy, Thomas CFP® | Jersey Shore Financial Advisors LLC | 732-229-7489 | Tinton Falls | NJ | Basic | |
| Dulmage, William John | 6035487368 | Londonderry | NH | Basic | ||
| Dungca, Felixberto | Dept of Land Mgmt, Govt of Guam | Barrigada | GU | Basic | ||
| Durso, Richard | RTD Financial Advisors | 215-557-3800 | Philadelphia | PA | Basic | |
| Earl, Amee | Wells Fargo Advisors | 919-521-1679 | Raleigh | NC | Basic | |
| Eaton, Andrea | Cornerstone Wealth Advisors | Basic | ||||
| Edwards, Dirk | Edwards Consulting LLC | 5032224708 | Lake Oswego | OR | Basic | |
| Eggerton, Jimmy | Dr. Js Financial Services, LLC | 541-754-7439 | Corvallis | OR | Basic | |
| Eisenberg, Lee | 608-798-0071 | Verona | WI | Basic | ||
 | El Zein, Adelaide CFP® | McIlrath & Eck, LLC Registered Investment Advisors | 888.248.5077 | Arlington | WA | Basic |
| Emery, David | Wealth Management & Trust Univest National Bank & Trust Co. | 267-898-0534 | Doylestown | PA | Basic | |
| Engelkemier, Larry | Prosperity Wealth Management, LLC | 913-890-8777 | Overland Park | KS | Basic | |
| Evanovich Jr., Joe | 888-440-1067 | Washington | IA | Basic | ||
| Ewart, Joslyn | Entrust Financial, LLC | 610-687-3515 | Wayne | PA | Basic | |
| Face, Larry | Next Level Achievement | 941-351-3245 | Sarasota | FL | Basic | |
| Fain, Paul | 865-690-1231 | Knoxville | TN | Basic | ||
| Farkas, Charlene | Laird Norton Tyee | 206-464-5101 | Seattle | WA | Basic | |
| Farris, Sherilyn | Outrigger Enterprises, Inc. | 541-349-1220 | Eugene | OR | Basic | |
| Fieweger, Rachel | RTD Financial Advisors, Inc. | 215-557-3800 | Philadelphia | PA | Basic | |
| Fiorio, Mike | Fiorio Brothers Investment Center | 715-682-8439 | Ashland | WI | Basic | |
| Firth, Ryan R CPA | Mercer Street Personal Financial Services | 3467044690 | Bellaire | TX | Basic | |
| Fish, Richard | Eastern Nazarene College | 781-749-6187 | Hingham | MA | Basic | |
| Fisher, Susan | Rockhill Financial Planning LLC | 215.603.4946 | Telford | PA | Basic | |
| FitzPatrick, John | Morris Planning Associates, Inc. | 973-267-7900 | Morris Plains | NJ | Basic | |
| Fleming, Marion | TRAAC CO LTD | Houston | TX | Basic | ||
| Fleszar, Roxanne | 305-295-9628 | Key West | FL | Basic | ||
| Floersheim, Scott | Meridian Tax Advisors | 505.828.2220 | Albuquerque | NM | Basic | |
| Flynn, Jack | Basic | |||||
| Fogle, Beverly | 360-256-8812 | Vancouver | WA | Basic | ||
| Folk, Karen | Folk Financial Planning | Urbana | IL | Basic | ||
| Forman, Craig | 585-241-5900 | Rochester | NY | Basic | ||
| Forouzan, Soli | Cogent Capital Group | 713-893-1096 | Houston | TX | Basic | |
| Fortin, Julie | Northstar financial planning | 603-458-2776 | Windham | NH | Basic | |
| Foulke, Mary | Basic | |||||
| Fox, Marjorie | Fox, Joss & Yankee | 7038891115 | Reston | VA | Basic | |
| Frakes, Kathy | Basic | |||||
| Framson, Joel | Allied Consulting Group | 310-473-0100 | Los Angeles | CA | Basic | |
| Frank, Nancy | Frank Advisory Services | 212-535-0009 | New York | NY | Basic | |
| Frankel, Mckenzie | Entrust Financial, LLC | 610-687-3515 | Wayne | PA | Basic | |
| Freed, Kathleen | Citizens Bank | 610-941-5328 | Plymouth Meeting | PA | Basic | |
| Freedman, Lucille | 510-653-7223 | Oakland | CA | Basic | ||
| Freeman, Donna | Resonate Companies | 513-605-2500 | Cincinnati | OH | Basic | |
| Freiburger, Eileen | 310-426-2172 | El Segundo | CA | Basic | ||
| Fritz, JoEllen | The Garrett Planning Network, In | 877-510-1500 | Shawnee Mission | KS | Basic | |
| Frye, Jim | Financial and Investment Management Group, Ltd. | 213-929-4500 | Traverse City | MI | Basic | |
| Fuller, Charles | MetLife Broker Dealer Group | 609.658.2769 | Effingham | NH | Basic | |
| Fulton, Aaron | Honkamp Krueger Financial Services | Shakopee | MN | Basic | ||
| Fusco, Ken | 970-259-9442 | Durango | CO | Basic | ||
| Gantsweg, David | American Express Financial Advis | San Francisco | CA | Basic | ||
| Gantzert, Paul | 815-773-2312 | Joliet | IL | Basic | ||
| Garcia, Sergio | Omega Wealth Management LLC | 703-387-0919 | Arlington | VA | Basic | |
| Garcia, Karolee | Banco Popular de PR | 787-294-0002 | San Juan | PR | Basic | |
| Gardner, David | Confluence Fin. Advisors | 3034495552 | Boulder | CO | Basic | |
| Garrett, Kristin | Basic | |||||
| Garrison, Michael | The Garrison Group/UBS Financial | West Chatham | MA | Basic | ||
| Garrity, Jack | 513-793-1653 | Cincinnati | OH | Basic | ||
| Garvan, Greg | First Affirmative/ Money with a Mission | 607-257-8042 | Ithaca | NY | Basic | |
| Gehler, Sandra | Robert W. Baird & Co. Inc. | 608-830-3500 | Madison | WI | Basic | |
| Gelfeld, Stephanie | Accountable Financial Group, LLC | 303-881-9431 | Greenwood Village | CO | Basic | |
| Gelin, Lisa | Smith Barney | 781-672-5128 | Waltham | MA | Basic | |
| George, Kristina | Northstar Financial Planning, Inc. | 603.458.2776 | Windham | NH | Basic | |
| Gerhart, Judith | The Gerhart Group | Camarillo | CA | Basic | ||
| Gershkoff, Susan | Law Offices of Susan Gershkoff | Lincoln | RI | Basic | ||
| Gettinger, Don | co Glowecki Group | 310-966-4638 | Los Angeles | CA | Basic | |
| Gibney, Mike | Highland Financial | 973-557-2933 | Riverdale | NJ | Basic | |
| Gibson, Mary Lacey | 831-623-2126 | San Juan Bautista | CA | Basic | ||
| Gibson, Robert | Gibson Capital Management | 916-922-9999 | Sacramento | CA | Basic | |
| Gilbert, Jeffrey | PDS Planning Inc. | 614-481-8449 | Columbus | OH | Basic | |
| Gilbert, Ben | Silver Oak Advisory Group | 503-242-1715 | Portland | OR | Basic | |
| Glass, Margaret | 919-781-1818 | Raleigh | NC | Basic | ||
| Glowacki, Michael | Aspiriant | 310-473-0100 | Los Angeles | CA | Basic | |
| Goldbaugh, Roberta | RTD Financial Advisors, Inc. | 800-893-4725 | Atlanta | GA | Basic | |
| Goldman, Fran | Frango Financial LLC | 202-244-4460 | Washington | DC | Basic | |
| Goldstick, Jacquelyn | Core Wealth Management | 561-491-0231 | Jupiter | FL | Basic | |
| Golub, Leonard | New Capital Management LP | 713-874-1444 | Houston | TX | Basic | |
| Good, Garry | Good Financial Advisors | 309-661-1375 | Bloomington | IL | Basic | |
| Goodman, Michael | Wealthstream Advisors, Inc. | New York | NY | Basic | ||
| Goodman, Jennifer | UBS Financial Services Inc. | 505-989-5110 | Santa Fe | NM | Basic | |
| Goodstein, Alan | 818-708-3046 | Burbank | CA | Basic | ||
| Gore, Peter | Gore Capital Management | Williamsburg | VA | Basic | ||
| Gosch, William Joseph | William Joseph Gosch CPA | 281.259-6127 | Magnolia | TX | Basic | |
| Goslin, Robert | Table Mountain Casino & Bingo | 559-822-7777 | Friant | CA | Basic | |
| Governo, Sarah | Basic | |||||
| Granata, Angela | 419-259-8066 | Toledo | OH | Basic | ||
| Graves, Robert | 626-335-5885 | Glendora | CA | Basic | ||
| Grbac, Richard | Strategic Advisory Services LP | 888-977-6444 | Houston | TX | Basic | |
| Greer, Bradley | Albuquerque | NM | Basic | |||
| Gregory, Janice | The Office of Economic Initiative | 603-227-0417 | Concord | NH | Basic | |
| Gregory, Joshua | Korhorn Financial Group Inc. | Granger | IN | Basic | ||
| Griffin, Arthur | Arthur Griffin, MBA, CPA, CFP | Fort Worth | TX | Basic | ||
| Griffith, Warland | Wealth Management Advisors, Inc. | 305-238-8511 | Miami | FL | Basic | |
| Grimes, Frances | 308-382-3986 | Grand Island | NE | Basic | ||
| Grochmal, Philip | IMCA Retirement Corporation | Washington | DC | Basic | ||
| Gross, Kevin | 916-208-0616 | Granite Bay | CA | Basic | ||
| Gross, Rick | American Express Financial Advis | 925-225-2098 | Pleasanton | CA | Basic | |
| Groth, Judy | Groth and Associates, a financial advisory practice of Ameriprise Financial | 207-990-4787 | Bangor | ME | Basic | |
| Gruber, Thomas | SunDance Wealth Management Group, LLC | FL | Basic | |||
| Guardino, Sal | Milpitas | CA | Basic | |||
| Guarino, James | MFA - Moody, Famiglietti & Andronico, LLP | 978-557-5377 | Wakefield | MA | Basic | |
| Gugle, Ann CFP® CPA | Alpha Financial Advisors, LLC | 704-823-6093 | Charlotte | NC | Basic | |
| Haas, David | Scipione Wealth Advisors | Fair Lawn | NJ | Basic | ||
| Habermehl, Terence | Planning with Purpose Inc. | 937-655-9099 | Wilmington | OH | Basic | |
| Hackett, Mary Jo | MJ Hackett Insurance Brokerage, | 800-941-5694 | Wellfleet | MA | Basic | |
| Hall, Vernon | 909-781-7320 | Riverside | CA | Basic | ||
| Hallett, James | Hallett & Associates, P.S. | 360-457-6000 | Port Angeles | WA | Basic | |
| Hallier, Randall | 913-402-0313 | Overland Park | KS | Basic | ||
| Halvorsen, Michael | 215-256-4600 | Harleysville | PA | Basic | ||
| Hamilton, Wm. | WBH Financial Services | 503-699-9200 | Lake Oswego | OR | Basic | |
| Hampton, Michael | Get Rich Slowly | 503-310-5057 | Portland | OR | Basic | |
| Hancock, Allen | 541-343-2420 | Eugene | OR | Basic | ||
| Hand, Jason | Basic | |||||
| Hanley, Debra | Omega Wealth Management | Arlington | VA | Basic | ||
| Hannan, Roger | Hannan & Associates | 847-816-8222 | Libertyville | IL | Basic | |
| Hanratty, John | student | Edmonds | WA | Basic | ||
| Hansen, Susan | Hansens Advisory Services, Inc. | 315-637-5153 | Fayetteville | NY | Basic | |
| Hanson Enos, Judith | Trust Company of Illinois | 630-545-3653 | Glen Ellyn | IL | Basic | |
| Hansz, Aaron | MetLife Resources | Hockley | TX | Basic | ||
| Harclerode, Robert | Stonebridge Capital Management | 973-244-9696 | West Caldwell | NJ | Basic | |
| Hardy, James | Ameriprise Financial - Braun-Bostich & Associates | 724-942-2639 | McMurray | PA | Basic | |
| Harner, Tim | Basic | |||||
| Hartman, Thomas | 603-643-4774 | Hanover | NH | Basic | ||
| Harvey, Jason | Active Lifestyle Financial Planning | (843) 225 2058 | Folly Beach | SC | Basic | |
| Hassan, Abdul | 305-893-6628 | Miami | FL | Basic | ||
| Hasse, Patricia | JP Morgan Chase | 212-270-6060 | New York | NY | Basic | |
| Hathaway, Patricia | Socially Responsive Financial Ad | 541-686-1908 | Eugene | OR | Basic | |
| Haubrich, Michael | Financial Service Group, Inc. | 262-554-4500 | Raine | WI | Basic | |
| Hayek, Mark | Palm Desert | CA | Basic | |||
| Hays, Elaine | Hays and Hays Financial Services | 806-371-9188 | Amarillo | TX | Basic | |
| Hazel, Michael | 913-647-9700 | Overland Park | KS | Basic | ||
| Hazelbaker, Jana | Harper Associates | 239-263-0000 | Naples | FL | Basic | |
| Hedberg, Nicolle | Sapient Private Wealth Management | Eugene | OR | Basic | ||
| Hein, Keith | Basic | |||||
| Henderson, Brian | The Keystone Financial Alliance of Raymond James (R) | 770-952-1345 | Atlanta | GA | Basic | |
| Hendricks, Patricia | Waddell & Reed | 505-699-3081 | Dubuque | IA | Basic | |
| Herbert, Bruce | Newground Social Investment | 206-522-1944 | Seattle | WA | Basic | |
| Hermann, Curtis | Wells Fargo Advisors | 603-334-4024 | Amherst | NH | Basic | |
 | Herron, Casey Ames CFP®®, RICP®, CTFA, ChFC®, CLU®, CAIA, EA | TIAA | 7204255134 | Spokane | WA | Basic |
| Hess, Eric | Alpha Financial Advisors LLC | McLean | VA | Basic | ||
| Hewitt, Josette | Al Hewitt Inc. | 877-254-3948 | Lancaster | CA | Basic | |
| Hewitt, Alan | Al Hewitt Inc. | 877-254-3948 | Lancaster | CA | Basic | |
| Hickey, Michael | Albany Financail Planners | 518-482-5777 | Albany | NY | Basic | |
| Hickman-Fay, Tammy | 515-992-3355 | Dallas Center | IA | Basic | ||
| Hill, Cindi | 909-609-3855 | Wildomar | CA | Basic | ||
| Hillegas, Craig | Hillegas Advisory Services | 760-489-2781 | Escondido | CA | Basic | |
| Hine, Gilbert | Basic | |||||
| Hinrichs, Sherry | 707-570-1433 | Santa Rosa | CA | Basic | ||
| Hite, Nancy CFP®, CLU, CHFC, CWS | The Strategic Wealth Advisor | 561-997-8800 | Boca Raton | FL | Basic | |
| Hoang, June | 826-366-1021 | Basic | ||||
| Hobson, Martha | 865-481-0045 | Oak Ridge | TN | Basic | ||
| Hochschwender, John | RTD Financial Advisors, Inc. | 215-557-3800 | Philadelphia | PA | Basic | |
| Hoffman, Matthew | MMBB | New York | NY | Basic | ||
| Holden, Katherine | Holden Financial Planning | 610-574-8178 | Wayne | PA | Basic | |
| Holland, Charlene | SunTrust Private Wealth Management | Atlanta | GA | Basic | ||
| Hollen, Joe | 775-829-8238 | Reno | NV | Basic | ||
| Holzwarth, Dennis | 214-349-8326 | Dallas | TX | Basic | ||
| Hosack, Dayle | Decatur | GA | Basic | |||
| Hosler, Bruce | Hosler Wealth Management LLC | 928-778-7666 | Prescott | AZ | Basic | |
| Howe, Jessi | Silver Oak Advisory Group | 503-242-1715 | Portland | OR | Basic | |
| Howell, Larry | Roswell | GA | Basic | |||
| Howland, Robert | 813-333-2900 | Palmetto | FL | Basic | ||
| Hubbard, Bruce | 206-661-7696 | Seattle | WA | Basic | ||
| Hughes, Herbert | Danville | CA | Basic | |||
| Hutchins, Jay | 903-448-0027 | NH | Basic | |||
| Hutchinson III, Burwell | BLH Financial Services | 302-836-4259 | Bear | DE | Basic | |
| Hwang, Margaret | 909-624-4044 | Claremont | CA | Basic | ||
| Ioffredo, Alan | 781-861-1232 | Burlington | MA | Basic | ||
| Ippoliti, Michael | Valley National Financial Advisors | 610-868-9000 | Bethlehem | PA | Basic | |
 | Isham, Dominik | Northern Financial Advisors | 248-985-1632 | Bloomfield Hills | MI | Basic |
 | Isham, Christine | Northern Financial Advisors | 248-985-1632 | Bloomfield Hills | MI | Basic |
| Jackson, Thomas | T. Jackson & Company, P.C. | 281-890-5800 | Houston | TX | Basic | |
| Jadlow, Joanna | Robertson Griege & Thoele | 214-360-7000 | Dallas | TX | Basic | |
| James, Don | 440-238-0222 | Strongsville | OH | Basic | ||
| Jansen, Laura | TFO Phoenix | Phoenix | AZ | Basic | ||
| Jaworski-Faulhaber, Diane | Synergy Financial Services | 510-538-0948 | Castro Valley | CA | Basic | |
| Jenkins, John | Asset Preservation Strategies, Inc. | 858-455-1825 | San Diego | CA | Basic | |
| Jennings, Ben | Navigator Financial Planning, Inc | 253-589-3366 | Lakewood | WA | Basic | |
| Jimenez, Aries CFP® | San Diego Wealth Management | 8582707705 | San Diego | CA | Basic | |
| Johnson, Reid | The Planning Group, LLC | Scottsdale | AZ | Basic | ||
| Johnson, Stephen | Johnson Marotta | 650-494-2733 | Palo Alto | CA | Basic | |
| Johnson, James | Lighthouse Financial Planning | Fulsom | CA | Basic | ||
| Johnson, Keith | ICMA Retirement Corp | 916-932-7200 | Temecula | CA | Basic | |
| Johnston, Sheila | 502-345-1841 | Louisville | KY | Basic | ||
| Jones, Nancy Langdon | Claremont | CA | Basic | |||
| Jones, Evan | Stordahl Capital Management | Greenwood Village | CO | Basic | ||
| Jones, D. Alfred | Jones Financial Consulting, LLC | 715-577-2778 | Eau Claire | WI | Basic | |
| Jones, Kim | Jones Strategic Financial Planni | 303-819-2021 | Broomfield | CO | Basic | |
| Jones, Jared | Omega Wealth Management | Arlington | VA | Basic | ||
| Josephson, Darren | 208-529-6643 | Idaho Falls | ID | Basic | ||
| Kahn, Ronnie | 818-712-9299 | Woodland Hills | CA | Basic | ||
| Kamemoto, Allen | 808-527-8880 | Honolulu | HI | Basic | ||
| Kaplan, Howard | Kaplan & Co. | 201.568-6060 | Tenafly | NJ | Basic | |
| Kaplan, Jocelyn | Advisors Financial, Inc. | 703-883-0300 | Falls Church | VA | Basic | |
| Kaprelian, Karekin | 480-473-0376 | AZ | Basic | |||
| Kasper, Gerald | Coastal Trust & Investment Services | 919-865-3362 | Cary | NC | Basic | |
| Katzeff, Hillel | HK Financial, Inc. | 858-550-0425 | San Diego | CA | Basic | |
| Kay, Michael | Financal Focus LLC | 973-533-0666 | Livingston | NJ | Basic | |
| Keegan, James | MMBB | New York | NY | Basic | ||
| Keener, Worthy | Basic | |||||
| Keener, Jean | Keener Financial Planning | 817-993-0401 | Keller | TX | Basic | |
| Kelley, Joel | Woodstone Financial, LLC | 828-687-8082 | Asheville | NC | Basic | |
| Kendall, Susan | Kendall Financial Services | Pacific Grove | CA | Basic | ||
| Kennedy, Paula | 908-654-9159 | Scotch Plains | NJ | Basic | ||
| Kennell, Rebecca | Custom Financial Design | 602-952-5588 | Phoenix | AZ | Basic | |
| Kenworthy, Paul | 612-455-2902 | Minneapolis | MN | Basic | ||
| Ketron, Russell | Ketron Financial, LLC | 415-892-0928 | Novato | CA | Basic | |
| Khalsa, Siri Atma | Siri Atma S. Khalsa | Santa Cruz | CA | Basic | ||
 | Khinda, Pamela | Frango Financial | 202-244-4408 | WASHINGTON | DC | Basic |
| Kibler, James | 212-430-3871 | Basic | ||||
| Kimmel, Michael | Wealthstream Advisors, Inc. | New York | NY | Basic | ||
| Kimura, Alexander | Moran, Kimura & Heising, LLC | Torrance | CA | Basic | ||
| Kinkead, Steven | Wall Street Financial Planners I | Grand Junction | CO | Basic | ||
| Kinneberg, Paul | Longview Financial, Inc. | 763-389-9355 | Zimmerman | MN | Basic | |
| Kirio, Clayton | 808-944-4026 | Honolulu | HI | Basic | ||
| Kirz, Paul | Paul H. Kirz MD | Fullerton | CA | Basic | ||
| Klane, Steven | Lurie Besikof Lapidus & Company, LLP | 612.377.4404 | Minneapolis | MN | Basic | |
| Klein, Robert | Retirement Income Center | 949-251-0910 | Newport Beach | CA | Basic | |
| Klein, Lauren | Klein Financial Advisors, Inc. | 949-477-4990 | Newport Beach | CA | Basic | |
| Klein, Alicia | Cambridge Financial Group | 5205310550 | Tuscon | AZ | Basic | |
| Knight, Travis | Basic | |||||
| Kober, Tim | Cedar Financial Advisors, LLC | 503-206-6222 | Portland | OR | Basic | |
| Koepf, Britta | Practical Financial Planning, Inc. | 216-688-3737 | Rocky River | OH | Basic | |
| Kohler, Barry | BDMP Wealth Management | 207-541-2307 | Portland | ME | Basic | |
| Kondo, Alan | 626-449-7783 | Pasadena | CA | Basic | ||
| Konetzny, John | The Practical Planner, LLC | 9787930738 | Groton | MA | Basic | |
| Konopaske, Bradley | Empire Asset Management Group LL | Albany | NY | Basic | ||
| Koontz, Dottie | 360-425-0100 | Longview | WA | Basic | ||
| Korch, Michael | Korch & Associates | 206-579-9409 | Seattle | WA | Basic | |
| Korhorn, Kevin | Korhorn Financial Group Inc. | Granger | IN | Basic | ||
| Kramer, Kay | KLB Financial | 952-885-9088 | Edina | MN | Basic | |
| Krane, Justin | Krane Financial Solutions | 310.914.0128 | Los Angeles | CA | Basic | |
| Krempa III, A. Charles | 215-345-5020 | Fountainville | PA | Basic | ||
| Krim, Robert | 732-918-7700 | Neptune | NJ | Basic | ||
| Krueger, Cheryl | Growing Fortunes Financial Partners, LLC | 847-230-9636 | Schaumburg | IL | Basic | |
| Kulyk, Margaret | Ameriprise | 404-294-8280 | Decatur | GA | Basic | |
| Kunz, Debra | Integrity Investment Advisors | 913-219-9635 | Overland Park | KS | Basic | |
| Kurtz, Marty | 309-797-4030 | Moline | IL | Basic | ||
| Kushar, Peter | 303-792-0715 | Centennial | CO | Basic | ||
| Kusske, Mary | Basic | |||||
| Kwiatkowski, Mike | Retirement Solutions, Inc. | Naperville | IL | Basic | ||
| Kyarsip, Geleg | Kyarsip Financial Advisors | 206-686-3306 | Seattle | WA | Basic | |
| LaCross, Richard | Vitale, Caturano & Co. | 617-912-9000 | Boston | MA | Basic | |
| Ladd, Nancy | Trinity Financial Advisors, LLC | 312-245-1300 | Chicago | IL | Basic | |
| Laine, Michael | laine wealth mgt | 310-568-4516 | El Segundo | CA | Basic | |
| Lamb, Lara | Lamb Financial Planning | 818-942-7100 | CA | Basic | ||
| Lampe, Carol | 412-422-9954 | Pittsburgh | PA | Basic | ||
| Lander, Ann-Marja | 562-597-6632 | Long Beach | CA | Basic | ||
| Landt, Jeff | MN | Basic | ||||
| Lange, Nancy | 810-632-5024 | Hartland | MI | Basic | ||
| Langer, Rick | Michael, Best Friedrick LLP | 608-283-2248 | Madison | WI | Basic | |
| Larson, Rorik W CFP®, EA | Essential Financial Strategies | 708-949-6194 | Palos Heights | IL | Basic | |
| Laurita, Jenny | Basic | |||||
| Law, Susan | Basic | |||||
| Lee, Christopher | New England Capital Financial Advisors, LLC | 203-935-0265 | South Meriden | CT | Basic | |
| Lee, Susan | 212-633-1516 | New York | NY | Basic | ||
| Lee, Toni | Cain, Watters & Associates, PLLC | 972-233-3323 | Plano | TX | Basic | |
| Lee-Driscoll, Roberta | 808-524-6823 | Honolulu | HI | Basic | ||
| Leftenant, Tresa | 509-972-3338 | Yakima | WA | Basic | ||
| Leighton, Paul | North Star Resource Group | 612-617-6121 | Minneapolis | MN | Basic | |
| Leinster, Carter | 336-230-0071 | Greensboro | NC | Basic | ||
| Leitman, Cynthia | LPL Financial Services | 510-272-9501 | Oakland | CA | Basic | |
| Lembcke, Julia CFP®, CLU, ChFC | URS Advisory | 5615940100 | West Palm Beach | FL | Basic | |
| Lembcke, Erik CFP® | URS Advisory | 5615940100 | West Palm Beach | FL | Basic | |
| Lemon, Paul | Integrated Financial Planning, P.C. | 970-259-6739 | Durango | CO | Basic | |
| Leonard, Kathy | Leonard Financial Ltd. | 3036-449-5760 | Boulder | CO | Basic | |
| Levenson, Debbie | Braver Wealth Management LLC | 617-969-0223 | Newton | MA | Basic | |
| Licht, Alice | Asset Growth Inc. | 847-446-4082 | Winnetka | IL | Basic | |
| Ling, Michael | Berkeley, Inc. | 208-395-0422 | Boise | ID | Basic | |
| Livingston, Buz | 850-267-1068 | Santa Rosa Beach | FL | Basic | ||
| Locus, Heather | Balasa Dinverno Foltz Hoffman L | Schaumburg | IL | Basic | ||
| Lofaro, Margaret | Lofaro Financial Group Inc. | Glendale | CA | Basic | ||
| Loftin, Robert | AmSouth Bank | Birmingham | AL | Basic | ||
| Logan, Elizabeth | Pasadena | CA | Basic | |||
| Longo, Kathleen | Basic | |||||
| Lord, Donald | MD | Basic | ||||
| Losey, Bill | Bill Losey Retirement Solutions, LLC | 518-581-1666 | Wilton | NY | Basic | |
| Lough, David | Lough Insurance Advisory, LLC | 727-725-3336 | Clearwater | FL | Basic | |
| Love, William G. CFP®, RICP, CPC | RTD Financial | Philadelphia | PA | Basic | ||
| Lowell, Sabrina | Mosaic Financial Partners, Inc. | 415-788-1952 | San Francisco | CA | Basic | |
| Loweth, Robert | Commonwealth Financial Network | 910-791-3343 | Wilmington | NC | Basic | |
| Luck, Lori | Schultz & Crouse, PC | 503.244.8879 | Portland | OR | Basic | |
| Ludwig, Judy | Tandem Financial Services, Inc. | 781-821-4890 | Canton | MA | Basic | |
| Lund, Christopher | Lund Financial Croup | 508-618-1262 | Mansfield | MA | Basic | |
| Lund, Dennis | 703-736-0430 | Reoton | VA | Basic | ||
| Lunsford, Michael | Lunsford Financial Planning, Inc | 303-666-6442 | Louisville | CO | Basic | |
| Lynn, Jean | T. Rowe Price | 410-345-4145 | Odenton | MO | Basic | |
| Lyon, Terry | Breakforth Investment Management | 412-367-2229 | Pittsburgh | PA | Basic | |
| MacBean, Christopher | Basic | |||||
| Mack Dayoub, Iris | Dayoub Financial Designs | 912-353-9343 | Savannah | GA | Basic | |
| Mackay, Holly | Chevy Chase Financial Services | 240-497-7215 | Bethesda | MD | Basic | |
| Madarasz, Marie | Quest Capital & Risk Management, Inc | (631) 724-3933 | Smithtown | NY | Basic | |
| Madlener, Alex | Open Circle Advisors | 203-985-0448 | North Haven | CT | Basic | |
| Magee, Nancy | Financial Planning Advisors | 610-376-6334 | Wyomissing | PA | Basic | |
| Mahoney, Neil | Cambridge Southern Financial Advisors | 801-938-4848 | Sandy | UT | Basic | |
| Mahoney, Robert | MetLife Financial Services | Temecula | CA | Basic | ||
| Maloy, Deborah | Maloy Financial Services | 781-245-3466 | Wakefield | MA | Basic | |
| Mannes, George | Money Magazine | New York | NY | Basic | ||
| Manning, Stephanie | 913-647-9700 | Overland Park | KS | Basic | ||
| Manske, Jim | 505-344-1305 | Albuquerque | NM | Basic | ||
| Manske, Jori | 505-344-1305 | Albuquerque | NM | Basic | ||
| Marble, Amanda | Oregon Public Employees Retirement System | 503-598-7377 | Tigard | OR | Basic | |
| Margolis, Mary | Stavis Margolis Advisory Service | 713-552-9277 | Houston | TX | Basic | |
| Margulin, Steven | 505-345-6611 | Alburquerque | NM | Basic | ||
| Markett, Kevin | Geller Family Office Services LLC | New York | NY | Basic | ||
| Marks Jarvis, Gail | Chicago Tribune | 312-222-3352 | Chicago | IL | Basic | |
| Marsden, Wendy | 4138294832 | Greenfield | MA | Basic | ||
| Martens, J. Chris | Potomac | MD | Basic | |||
| Martin, Stephen CFP®, CPA, JD, | Oasis Wealth Planning Advisors | 6158813954 | Nashville | TN | Basic | |
| Martin, Lee | TRUE | 425-283-1300 | Bellevue | WA | Basic | |
| Martindale, Judi | FeeOnly Financial Planning | 805-773-2400 | Shell Beach | CA | Basic | |
| Martula, David | 413-586-8002 | Hadley | MA | Basic | ||
| Massey, Joshua | Joshua Massey | 978-468-2579 | S Hamilton | MA | Basic | |
| Massoglia, John | Massoglia Financial Planning, LL | 847-797-7863 | Arlington Heights | IL | Basic | |
| Mathis, Stephen | Jefferson City | MO | Basic | |||
| Maton, Cicily | 312-664-4090 | Chicago | IL | Basic | ||
| Matthews, Jon | Cadre Financial Group | 816-505-0010 | Parkville | MO | Basic | |
| Matthews, Gary | First Affirmative Financial Network | 800-801-1219 | New York | NY | Basic | |
| Maupin, David | Associated Securities Corp. | Redlands | CA | Basic | ||
| May, Randall | Randy May Financial Planning | 813-656-0368 | Pacific Grove | CA | Basic | |
| Mayes, Richard | Mayes Financial Planning | 760-729-8900 | Carlsbad | CA | Basic | |
| Mazza, Gwen | enSpirit, LLC (Coaching) | 595-723-5544 | Rochester | NY | Basic | |
| Mazza, James | James Mazza & Associates | 585-723-5510 | Rochester | NY | Basic | |
| McAuley, Mark | 816-587-2459 | Kansas City | MO | Basic | ||
| McAvoy, John | Waterstone Retirement Services | 781-821-0700 | Canton | MA | Basic | |
| McCall, Karen | Financial Recovery Counseling In | 415-457-7019 | San Anselmo | CA | Basic | |
| McCants, Susan | Abacus Planning Group | 803-933-0054 | Columbia | SC | Basic | |
| McCarley, David | David McCarley CFP | 513-792-9990 | Cincinnati | OH | Basic | |
| McClain, Laurie | Socially Responsive Financial Ad | 514-686-1908 | Eugene | OR | Basic | |
| McClarren, Cole | Cambridge Financial Group | 8145742883 | Tucson | AZ | Basic | |
| McConico, David | 303-903-4356 | Aurora | CO | Basic | ||
| McCosker, Roger | (775) 240-3462 | Reno | NV | Basic | ||
| McCosker, Brett | 951-696-2399 | Murietta | CA | Basic | ||
| McCullough, Stephanie | AFG | 610-640-7641 | Berwyn | PA | Basic | |
| McDade, Stephen | RTD Financial Advisors | Basic | ||||
| McDonough, Tim | InterAction | 301-656-2948 | Washington | DC | Basic | |
| McEntegart, Joe | ARMA Aviation | Tampa | FL | Basic | ||
| McFarland, Anne | Davis Financial Planning | 828.398.5050 | Asheville | NC | Basic | |
| McGuckin, James | 732-918-7700 | Neptune | NJ | Basic | ||
| McNamara, Justin | Commonwealth Financial Network | Marshfield | MA | Basic | ||
| Medigovich, Laura | M&T Bank | Fishkill | NY | Basic | ||
| Melchoir, Gary | Enterprise Bank & Trust | Saint Peters | MD | Basic | ||
| Meltzer, Ronni | Anderson Kill P.C. | 212-580-1877 | New York | NY | Basic | |
| Merrithew, Leslie | Merrithew & Thorsten, Inc. | San Diego | CA | Basic | ||
| Merritt, Judith | Merritt Personal Services | 617-522-8655 | Jamaica Plain | MA | Basic | |
| Metcalfe, Deanna | Maggie Kulyk & Assoc. | 404-294-8280 | Decatur | GA | Basic | |
| Miars, Jay | AICA Financial Group | Carlsbad | CA | Basic | ||
| Michniak, Amelia | Ameriprise Financial | 248-244-9160 | Troy | MI | Basic | |
| Mickelson, Glenn | Professional Financial Solutions, LLC | 703-385-0870 | Fairfax | VA | Basic | |
| Miller, Colleen | 970-212-4720 | Fort Collins | CO | Basic | ||
| Miller, Donna | Miller Musmar | 703-863-6877 | Reston | VA | Basic | |
| Miller, Michael | 262-208-8520 | Mequon | WI | Basic | ||
| Miller, Michael | MMA Trust Co. | 970-672-0890 | Fort Collins | KS | Basic | |
| Miller, Susan | Aurora Financial Advisors, LLC | 781-239-9996 | Wellesley Hills | MA | Basic | |
| Milne, James | Milne Financial Planning, Inc. | 800-360-0662 | West Danville | VT | Basic | |
| Monaghan, Thomas | 303-782-0303 | Denver | CO | Basic | ||
| Moncier, Janice | Washington | DC | Basic | |||
| Moore, Elwyn | AeGIS Financial Group, Inc. | 602-448-0160 | Phoenix | AZ | Basic | |
| Moore, Mark | Lifetree Financial Advisors | 513-368-6527 | West Chester | OH | Basic | |
| Moore, Judy | 702-579-7000 | Las Vegas | NV | Basic | ||
| Mora, Carolyn | Carolyn L Mora, CPA, PC | 915-577-0926 | El Paso | TX | Basic | |
| Morales, Robert | Strategic Wealth Management, Inc | 210-393-7585 | Allen | TX | Basic | |
| Morhauser, Cheryl | 530-477-9519 | Nevada City | CA | Basic | ||
| Morris, Michelle | BRIO | 6179340419 | Quincy | MA | Basic | |
| Morris, Patricia | Personal Money Manager | 617-332-0053 | Newton | MA | Basic | |
| Morrissey, William | 360-336-6527 | Mt. Vernon | WA | Basic | ||
| Morse, William | 262-241-5988 | Thiensville | WI | Basic | ||
| Morse, Susan | Mosaic Financial Partners, Inc. | 415-788-1952 | San Francisco | CA | Basic | |
| Mosher, Jerry | Mosher Ellis Financial Planning | 925-284-9470 | Lafayette | CA | Basic | |
| Moss, Drew | Summit Financial Resources Inc. | Parsippany | NJ | Basic | ||
| Motz, Melissa | Motz Wealth Management | 215-513-6240 | Harleysville | PA | Basic | |
| Moyer Pesso, Janen | Janen Moyer & Company | 561-447-1997 | Boca Raton | FL | Basic | |
| Mulroy, Brigid | Kahn & Mulroy, PC | 248.723.4321 | Bingham Farms | MI | Basic | |
| Munley, John | Blue Blaze Financial Advisors | 732-333-8160 | Holmdel | NJ | Basic | |
| Munroe, Bobbie | Supporting Your Choices Inc. | 850-616-1110 | Havana | FL | Basic | |
| Murphy, Maura | Ashland Financial Solutions | 541-488-0460 | Ashland | OR | Basic | |
| Murphy, Frederick | Ameriprise Financial Services Inc. | 304-485-7005 | Parkersburg | WV | Basic | |
| Murphy, Larry | Hilton Head Island | SC | Basic | |||
| Murphy, Lawrence | Mt. Laurel | NJ | Basic | |||
| Natkins, Laura | Laura Natkins, Architect | Berkeley | CA | Basic | ||
| Neiman, Debra | Neiman Associates Finan. Servic | 617-744-1816 | Watertown | MA | Basic | |
| Nelsen, Dick | 661-836-2229 | Bakersfield | CA | Basic | ||
| Nelson, Nancy | Nancy C. Nelson & Associates Inc. | Olympia | WA | Basic | ||
| Nelson, John | What Color is our Parachute? For Retirement | 608-658-8583 | Madison | WI | Basic | |
| Nelson, Alan | Sterling Investment Management I | 503-579-9744 | Beaverton | OR | Basic | |
| Ness, Jessica | Glassman Wealth Services | Basic | ||||
| Neumark, Arianne CFP® | Silver Oak Wealth Advisors | 3102074800 | Los Angeles | CA | Basic | |
| Nevin, Kevin | Financial Investment Advisors,Inc. | 612-201-8053 | Naples | FL | Basic | |
| Newton, Lew | Highland Financial Management | 502-451-9500 | Louisville | KY | Basic | |
| Ng, Jake | State Farm Investment & Management Company | 415-564-0333 | San Francisco | CA | Basic | |
| Nicholson, Donald | 302-529-1500 | Wilmington | DE | Basic | ||
| Nikulski, Brian | Nikulski Financial, Inc. | 563-344-0118 | Bettendorf | IA | Basic | |
| Nithman, Katherine | Nithman Financial Group | 405-767-1230 | Oklahoma City | OK | Basic | |
| Norad, Kent | SterlingWood Advisors | 650-372-0780 | San Mateo | CA | Basic | |
| Noto, Tony | Noto Financial Planning | 808-638-2475 | Honolulu | HI | Basic | |
 | Nowak, Thomas | Quantum Financial Planning LLC | 847-767-1682 | Grayslake | IL | Basic |
| Nusbaum, Robert | Middle America Planning | 412-563-4698 | Pittsburgh | PA | Basic | |
| O'Hara, Jennifer | RPH Financial | (570) 992-1675 | Stroudsburg | PA | Basic | |
| OBrien, Dennis | Coastal Financial Advisors, Inc. | 732-683-2330 | Farmingdale | NJ | Basic | |
| OConner, Tom | 310-566-1888 | Mission Viejo | CA | Basic | ||
| Oeding, Lawrence | 316-371-8505 | Wichita | KS | Basic | ||
| OLeary, Migdalia | Resource Consulting Group | 800-448-0252 | Orlando | FL | Basic | |
| Olsen, Allan | 630-513-0936 | Charles | IN | Basic | ||
| Olsen, Robert | Robert Olsen, P.C. | 636-537-2506 | Chesterfield | MO | Basic | |
| Olson, Harry | Maximum Potential, Inc. | 410-581-0817 | Owings Mills | MD | Basic | |
| Onofry, Scott | Onofry Financial Services | Port Jervis | NY | Basic | ||
| ORafferty, Eric | 626-626-2690 | Pasadena | CA | Basic | ||
| Orr, Everette | 703-749-1415 | McLean | VA | Basic | ||
| Orr, Andrew | ORRGROUP Financial Planning | 321-332-7179 | Orlando | FL | Basic | |
| Osborn, James | 845-471-6330 | Poughkeepsie | NY | Basic | ||
| Osenni, Paula | Ameriprise | 845-827-5560 | Highland Mills | NY | Basic | |
| Ostholm, Patricia | Bull & Bear Capital Advisors, LLC | 9043633600 | FL | Basic | ||
| Ostholm, Charles | Bull & Bear Capital Advisors, LLC | 9043633600 | FL | Basic | ||
| Pain, Lincoln | Effective Assets | 510-549-8780 | Berkeley | CA | Basic | |
| Palastro, Ronald | Cobblestone Wealth Advisors | 718-633-9500 | Brooklyn | NY | Basic | |
| Palmer, Diana | Diana L. Palmer, CPA Inc | Cortland | OH | Basic | ||
| Pape, Glenn | myfinancialplanningcoach | 408-350-6814 | San Mateo | CA | Basic | |
| Park, Carol | 408-274-1274 | Cupertino | CA | Basic | ||
| Parker, Allen | Edward Jones | 919-382-3085 | Durham | NC | Basic | |
| Parker, Christine | 301-392-9016 | La Plata | MD | Basic | ||
| Parks, Kathleen | Greenbrier Capital Management PL | 865-588-0698 | Knoxville | TN | Basic | |
| Pascarella, Nicholas | Nicholas Pascarella & Co. | Parsippany | NJ | Basic | ||
| Paska, Paul | Empire Asset Management Group, L | Albany | NY | Basic | ||
| Pastula Storms, Linda | 860-216-1401 | West Hartford | CT | Basic | ||
| Patterson, Patricia | Premier Financial Planning, Inc | 858-613-1300 | San Diego | CA | Basic | |
| Pearse, Reggie | Organization Learning Group | Basic | ||||
| Pease, Robert | The Alliance Development Fund, Inc. | 719-268-2230 | Colorado Springs | CO | Basic | |
| Peay, Gordon | The Capital Advantage | 310-821-9205 | Playa del Rey | CA | Basic | |
| Peer, Laurie | Wyomissing | PA | Basic | |||
| Penny, Ralph | 914-694-2025 | White Plains | NY | Basic | ||
| Perez, Hortensia | ICMA Retirement Corporation | Doral | FL | Basic | ||
| Petersen, Karen | 515 232 2785 | Ames | IA | Basic | ||
| Petersen, Jeffrey | Petersen Hastings Investment Management | 509-735-0484 | Kennewick | WA | Basic | |
| Pettee, John | 623-715-7502 | Basic | ||||
| Phillips, Joel | Sanctuary Wealth Management LLC | Pocatello | ID | Basic | ||
| Phipps, Rebecca | Evansville | IN | Basic | |||
| Pie, John | John L. Pie. P.C. | 410-581-9816 | Towson | MD | Basic | |
| Pierce, Garrett | Citigroup/Smith Barney | 800-753-2678 | Boston | MA | Basic | |
| Pietroburgo, Linda | Moneta Group, LLC | 314-726-2772 | Clayton | MO | Basic | |
| Pitney, William | Focus You | 650.684.1199 | Foster City | CA | Basic | |
| Pitts, Greg | Ecolibrium Financial Planning | 607-216-8308 | Ithaca | NY | Basic | |
| Pon, Lawrence | Pon & Associates | 650-508-1268 | Redwood City | CA | Basic | |
| Pope, Thomas | University of Kentucky | Lexington | KY | Basic | ||
| Pope, Lyndie | Pope & Company, PLLC | Lexington | KY | Basic | ||
| Porcaro, Kristine | Lexington Wealth Management | 7818607745 | Lexington | MA | Basic | |
| Porter Brown, Nell | Harvard Mag - reporter | Basic | ||||
| Poteet, Dane | Ameriprise Financial | 317-818-9365 | Indianapolis | IN | Basic | |
| Potts Weinstein, Elizabeth | 800-752-3592 | San Jose | CA | Basic | ||
| Poulin, Paul | Basic | |||||
| Povalla, Cheryl | Financial Strategy Network, LLC | 312-346-3550 | Chicago | IL | Basic | |
| Powell, Mark | OnPath Financial | 630.584.8100, ext 108 | ST Charles | IL | Basic | |
| Powers, Sherri | Williamsburg | VA | Basic | |||
| Price, L. | RTD Financial | Philadelphia | PA | Basic | ||
| Price, Pauline | 718-884-6288 | Bronx | NY | Basic | ||
| Price, Deborah | Money Coaching Institute | Basic | ||||
| Prillaman, Linda | 504-838-9819 | Metairie | LA | Basic | ||
| Prince, Lauren | 212-286-1372 | Basic | ||||
| Proctor, Monique | 724-368-8650 | Portersville | PA | Basic | ||
| Protsik, Deborah | 617-277-9158 | Brookline | MA | Basic | ||
| Pruiett, Steve | Investment Planners Inc. | 217-425-6340 | Decatur | IL | Basic | |
| Puckett, Paul | Beacon Wealth Advisors | 757-403-0707 | Virginia Beach | VA | Basic | |
| Pullaro, Justin | Pullaro Financial Services, Inc. | 813-949-7776 | Lutz | FL | Basic | |
| Pupel, Joe | Financial Drivers, Ltd. | 763-591-9100 | Minneapolis | MN | Basic | |
| Purpura, Phillip | 631-777-2121 | Melville | NY | Basic | ||
| Quinn, Kay | Silver Oak Securities | 615-297-3434 | Nashville | TN | Basic | |
| Rabaut, Thomas | 248-524-9890 | Troy | MI | Basic | ||
| Rabbanian, Eric | Rabbanian Financial Planning Inc. | 512-502-1928 | Austin | TX | Basic | |
| Rachor, Michael | Rachor Investment Advisory Services, LLC | The Villages | FL | Basic | ||
| Rafferty, Mike | The New Hampshire Trust Co. | 603-352-0863 | Keene | NH | Basic | |
| Rak, Pamela | 847-776-1594 | Barrington | IL | Basic | ||
| Randles, Marge | The Practical Planner LLC | 518-638-6771 | Argyle | NY | Basic | |
| Reed, Robert | Personal Financial Advisors, LLC | 985-898-0450 | Covington | LA | Basic | |
| Reed, Andrew | 347-7582-0487 | Brooklyn | NY | Basic | ||
| Reese, Richard | MMBB | Lansing | MI | Basic | ||
| Reichard, James | GreerWalker Wealth Management | 704-907-4869 | Charlotte | NC | Basic | |
| Renfro, Paul | Merril Lynch | 973-978-2992 | Wayne | NJ | Basic | |
| Reynolds, Jill | BKD Wealth Advisors | 417-866-5822 | Springfield | MO | Basic | |
| Richman, Brenda | Waddell & Reed | 913-626-2712 | Overland Park | KS | Basic | |
| Richter, Michael | UHY Mann Frankfort Stein & Lipp | Houston | TX | Basic | ||
| Rivard, Hughes | Loring Ward Capital Mgt., | 212-907-8016 | New York | NY | Basic | |
| Rivera, Roberto | Popular Securities, Inc. | Carolina | PR | Basic | ||
| Robertson, Heather | F&D Advisors, LLC | Atlanta | GA | Basic | ||
| Robinson, Adam | Commonwealth Financial Network | 303-733-3342 | Denver | CO | Basic | |
| Robinson, Roger | Knowhow, Inc. | 480-874-0057 | Paradise Valley | AZ | Basic | |
| Robinson, Kenneth F | Practical Finanancial Planning, Inc. | 216-688-3737 | Rocky River | OH | Basic | |
| Roby, Tacy | Calvert Investments | 301-951-4832 | Bethesda | MD | Basic | |
| Rodgers, Gary | ING Financial Advisors, LLC | Austin | TX | Basic | ||
| Roehl, Thomas | Roehl & Sittner Investment Advis | Eugene | OR | Basic | ||
| Rogers, Patricia | Waverly | TN | Basic | |||
| Rogers, Thomas | Portland Financial Planning Group | Portland | ME | Basic | ||
| Rohe, George | Charlotte Estate Planning Council | 704-716-3099 | Charlotte | NC | Basic | |
| Rohrbach, Kathy | 941-474-9591 | Englewood | FL | Basic | ||
| Roland, Marc | Hokanson Capital Management Inc, | 858-755-8899 | Solano Beach | CA | Basic | |
| Roop, Matt | Basic | |||||
| Rosandich, Nicole | Comer Consulting | 612-284-3333 | Minneapolis | MN | Basic | |
| Rosenfeld, Mark | Mark D. Rosenfeld, CPA, PC | 480-947-4443 | Scottsdale | AZ | Basic | |
| Roszak, Linda | MN | Basic | ||||
| Roth, J.D. | Get Rich Slowly | 503-310-5057 | Portland | OR | Basic | |
| Rothstein, Mark | Tri-Star Financial Services | Redondo Beach | CA | Basic | ||
| Rotter, Laura Ingber | True Abundance Advisors | 9143936506 | White Plains | NY | Basic | |
| Row, Bill | American Express Financial Advis | San Francisco | CA | Basic | ||
| Rubins, Harry | Rubins Financial Strategies | 707-538-8009 | Santa Rosa | CA | Basic | |
| Rudd, Linda | 210-804-6769 | San Antonio | TX | Basic | ||
| Sabatino, Michael | 917-734-4691 | New York | NY | Basic | ||
| Sahm, Sharon | Sharon Sahm | 206-849-7429 | Denton | TX | Basic | |
| Sailer, Amy | 315-370-1253 | Brantwood | TN | Basic | ||
| Sandager, James | Syverson, Strege, Sandager Co. | 515-225-6000 | West Des Moines | IA | Basic | |
| Sandbothe, James | 505-327-1985 | Farmington | NM | Basic | ||
| Sanderson, Robert | AM M Financial Services Inc | 585-418-8347 | Pittsford | NY | Basic | |
| Sandmel, Charles | First Affirmative Financial | 617-277-1176 | Brookline | MA | Basic | |
| Sarly, Robert | Smith Barney | 781-672-5105 | Waltham | MA | Basic | |
| Satori, Merina | Basic | |||||
| Sauder, Clair | MMA - Sauder Financial | 800-626-1190 | Lancaster | PA | Basic | |
| Sawicki, Charles | Palm City | FL | Basic | |||
| Scanlan, Nancy | 530-938-1224 | Weed | CA | Basic | ||
| Schatz, Julie | Investors Capital Management | 650-323-4705 | Menlo Park | CA | Basic | |
| Scherer, Michael | Summit Financial Strategies, Inc. | 614-885-1115 | Columbus | OH | Basic | |
| Schmidt, Ross | Aspen Wealth Planners | 3037895281 | Monument | CO | Basic | |
| Schooler, John | WFP Securities & Western Financial Advisors | 858-677-0477 | San Diego | CA | Basic | |
| Schorey, Jan | Portlandia Investment Management, Inc. | Portland | OR | Basic | ||
| Schorsch, Irvin | Pennsylvania Captial Management | 215-881-7700 | Jenkintown | PA | Basic | |
| Schroeder, Louise | 405-533-2533 | Stillwater | OK | Basic | ||
| Schrotenboer, Edward | Edvisor Financial | 952-888-3834 | Bloomington | MN | Basic | |
| Schueman, Greg | Edward Jones advisor | 207-512-2664 | Augusta | ME | Basic | |
| Schumann, Theodore | DBS Investment Advisors, LLC | 989-751-0769 | Bay City | MI | Basic | |
| Sedita, Joseph | Sedita Kilton & Co | 813-752-4197 | Plant City | FL | Basic | |
| Sego, David | Weaver and Tidwell, L.L.P. | 9724486954 | TX | Basic | ||
| Seid, Judith | Blue Summit Financial Group, Inc | 619-698-4330 | La Mesa | CA | Basic | |
| Semmler, Albert | 309-821-3096 | Bloomington | IL | Basic | ||
| Sessions, Jeff | 763-593-1490 | Crystal | MN | Basic | ||
| Shaikon, Glenn | Financial Education Resources | 716-633-2324 | Williamsville | NY | Basic | |
| Sharma, Naveen | Kingfisher Family Wealth, LLC | Edina | MN | Basic | ||
| Sharma, Hans | Sharma Associates, Inc | 610-828-8253 | Conshohocken | PA | Basic | |
| Sheeron, Marin | 610-622-0682 | Clifton Heights | PA | Basic | ||
| Shepherd, Linda | Net More, Inc. | 615-373-7331 | Nashville | TN | Basic | |
| Sheppard, Alex | Financial Reserve Inc. | 503-624-4600 | Portland | OR | Basic | |
| Sher, Diane | The Sher Group | 314-862-6268 | St. Louis | MO | Basic | |
| Sherrard, Cheryl | Clearview Wealth Managment | (704) 837-4317 | Charlotte | NC | Basic | |
| Sherwood, Tracy | 716-626-5000 | Williamsville | NY | Basic | ||
| Shorten, Evan | Paragon Financial Partners | 310-435-1515 | Los Angeles | CA | Basic | |
| Sibrava, Christine | Whitnell & Company | (630) 575-2300 | Chicago | IL | Basic | |
| Siebert, Douglas | Siebert Investment Services, LLC | 800-761-0045 | St. Louis | MO | Basic | |
| Siegel, John | Tanglewood Legacy Advisors | 713-599-4999 | Houston | TX | Basic | |
| Siemon, Melanie | American Express Financial Advis | 925-930-7999 | Walnut Creek | CA | Basic | |
| Signoff, Shelley | Signoff Financial Advisors, LLC | 913-663-4242 | Overland Park | KS | Basic | |
| Simonelli, Gerard | American Investment Planners | Jericho | NY | Basic | ||
| Singer, Steven | Singer Financial | 310-914-0180 | Los Angeles | CA | Basic | |
| Sisler, Corey | Spectraseis Inc. | 303 658 9171 | Denver | CO | Basic | |
| Slater, Lee | Lee Slater & Associates | 212-477-6951 | New York | NY | Basic | |
| Smith, Earnest | Suntrust Investment Services. Inc. | 615-463-9023 | Nashville | TN | Basic | |
| Smith, Tyler | Stordahl Capital Management | Greenwood Village | CO | Basic | ||
| Smith, Tracy | 908-997-2671 | Cranford | NY | Basic | ||
| Smith, Brett | 303-604-0505 | Lafayette | CO | Basic | ||
| Smith, James | Smith Financial Services | 617-296-2695 | Boston | MA | Basic | |
| Smith, Bruce | 770-993-5339 | Roswell | GA | Basic | ||
| Smith, Steven | RightPath (TM) Investments & Financial Planning, Inc. | 970-668-5525 | Frisco | CO | Basic | |
| Smith, Shawn | 303-672-3020 | Denver | CO | Basic | ||
| Song, Kathryn | Katy Song Financial Planning | Basic | ||||
| Soukup, Jeff | Sterling Stamos Capital Management, LP | Basic | ||||
| Spain, Melvin | 6154142026 | Franklin | TN | Basic | ||
| Spalding, Linn | Fiduciary Trust Company | 617 574 3443 | Boston | MA | Basic | |
| Spencer, Paul | 804-935-4884 | Richmond | VA | Basic | ||
| Spencer, Frank | Nationwide Financial Services, Inc. | Columbus | OH | Basic | ||
| Spero, Rand | Basic | |||||
| Spinelli, Robert | The Spinelli Group, LLC | 775-473-6615 | Reno | NV | Basic | |
| Spool, Peter | 732-266-0949 | Highland Park | NJ | Basic | ||
 | Stanton, Michael P | Stanton Financial Planning LLC | 312-520-2922 | Chicago | IL | Basic |
| Stearns, Pam | 336-706-8100 | Greensboro | NC | Basic | ||
| Steckler, Larry | Steckler and Wynns Financial Gro | San Diego | CA | Basic | ||
| Steele, Rick | 360-647-1202 | Bellingham | WA | Basic | ||
| Stevens, Susan | Stevens Wealth Management | 847-282-9910 | Lake Bluff | IL | Basic | |
| Stevenson, Frances | Student | Washington | DC | Basic | ||
| Stitt, David | 847-267-2880 | Riverwoods | IL | Basic | ||
| Stordahl, Bill | Denver | CO | Basic | |||
| Stratton, Linda | STRATTON ADVISORS | 5207426875 | Oro Valley | AZ | Basic | |
| Streeter, Daniel | Client Centered Financial | 802-651-6928 | South Burlington | VT | Basic | |
| Strother, J. | DSF Wealth Management, LLC | 337-735-1100 | Lafayette | LA | Basic | |
| Sturiale, Tom | 508-872-4191 | Framingham | MA | Basic | ||
| Styles, Silvia | Corrigan Financial Inc | 401-849-9313 | Middletown | RI | Basic | |
| Sullivan, Mary | 415-530-5352 | San Francisco | CA | Basic | ||
| Sullivan, Gary | Landmark Wealth aDvisors | Woburn | MA | Basic | ||
| Sutherland, Paul | Financial Investment Management | 800-632-5528 | Traverse City | MI | Basic | |
| Swaim, Barry | Wealth Management Group, Inc. | 336.760.4829 | Clemmons | NC | Basic | |
| Swann, Karla Jane | Southwest Guaranty Trust | 713-850-0571 | Houston | TX | Basic | |
| Swartz, Scott | TFC Financial Management | Boston | MA | Basic | ||
| Sweeney, Julie | Wholesale Heating Supply | 248-338-6454 | Bloomfield Hills | MI | Basic | |
| Swenor, Janice | Langtree Associates Financial Pl | 978-874-0885 | Westminster | MA | Basic | |
| Swift, Bill | 913-302-0480 | Leawood | KS | Basic | ||
| Taafe, Peter | Ameriprise Financial | Bremerton | WA | Basic | ||
| Tablonsky, Mary | 818-333-6803 | Glendale | CA | Basic | ||
| Tackett, Susan | Basic | |||||
| Talty, Kevin | Blue Blaze Financial Advisors | 7325886455 | Holmdel | NJ | Basic | |
| Tanaka, Melanie | Legacy Financial Group | Torrance | CA | Basic | ||
| Tanner, Paul | Granite Hill Capital Management, LLC | 203-431-4447 | Ridgefield | CT | Basic | |
| Tate, Michelle P. CFP® | Boenning & Scattergood | 610-832-5228 | West Conshohocken | PA | Basic | |
| Tate, Nina | Houston | TX | Basic | |||
| Tattersall, Nancy | Pinnacle Retirement Financial P | 415-454-0661 | San Rafael | CA | Basic | |
| Taylor, James | 806-798-3367 | Lubbock | TX | Basic | ||
| Taylor, Edith | S. Edith Taylor Consulting | 302-545-3900 | Rockland | DE | Basic | |
| Templeton, Steve | Templeton Financial Planning | 7246951087 | Coraopolis | PA | Basic | |
| Tenne, Don | The Teene Financial Group (an office of MetLife) | 518-792-6566 | Glens Falls | NY | Basic | |
| Tertes, Michael | Essential Matters Coaching | Berkeley | CA | Basic | ||
| Teutsch, Zach | Values Added Financial | 2025990915 | Washington | DC | Basic | |
| Tharp, Donald | Hudson Financial Advisors Inc. | Streetsboro | OH | Basic | ||
| Thigpen, Scot | EFP Inc. | 601-364-7300 | Jackson | MS | Basic | |
| Thom, Christopher | 210-282-4598 | TX | Basic | |||
| Thomas, Deborah | Silver Oak Advisory Group | 503-242-1715 | Portland | OR | Basic | |
| THOMPSON, TROY | Thompson Advisory Services, LLC | 5032340721 | PORTLAND | OR | Basic | |
| Thorsten, Brandon | Merrithew & Thorsten, Inc. | San Diego | CA | Basic | ||
| Tiffany, Gordon | ICMA Retirement Corporation | Vancouver | WA | Basic | ||
| Tilley, Reginald | Appropriate Balance Financial Services | 425-415-0499 | Bellevue | WA | Basic | |
| Timothy, John | 510-541-7750 | Oakland | CA | Basic | ||
 | Tobias, Daniel J CFP® | Passport Wealth Management | 704-457-0060 | Charlotte | NC | Basic |
| Tokerud, Keith | Scott, Tokerud & McCarty, PC | Great Falls | MT | Basic | ||
| Totta, Fran | 816-444-6750 | Kansas City | MO | Basic | ||
| Tovey, Karen | Harris SBSB | 703.734.4614 | McLean | VA | Basic | |
| Towne, Janice | Riverview Financial Group, PC | 319-293-7176 | Mount Pleasant | IA | Basic | |
| Toya, Eric | Navigoe | 310-697-0400 | Redondo Beach | CA | Basic | |
| Traurig, Christina Clara CFP®®, MBA | Cornerstone Financial Planning | 6034311133 | Newington | NH | Basic | |
| Truitt, Sandra | AICPA | Basic | ||||
| Turek, Deborah | BPU Investment Management Inc. | 412-288-9150 | Pittsburgh | PA | Basic | |
| Vakil, Sahil | MYRA Capital, LLC | 9162932007 | Jersey City | NJ | Basic | |
| Vakil, Sahil | MYRA Capital, LLC | 9162932007 | New York | NY | Basic | |
| Valentine, Stuart | Iowa Progressive Asset Managemen | 515-472-9833 | Fairfield | IA | Basic | |
| Vandenburg, Michael | Coast Wealth Management | 494-366-5995 | San Clemente | CA | Basic | |
| VanZutphen, Cornelius | Intrinsic Wealth Counsel, Inc. | 480-924-5613 | Tempe | AZ | Basic | |
| Veligor, Susan | Cornerstne Financial Planning, LLC | 207-772-8133 | Portland | ME | Basic | |
| Villis, Garry | Basic | |||||
| Virt, David | Poteet, Virt & Associates | 317-818-9365 | Indianapolis | IN | Basic | |
| Vodra, Richard | Spire Investment Partners, LLC | 703-748-5821 | McLean | VA | Basic | |
| von der Linden, Arthur | Wingate Financial Group, Inc. | 781-862-7100 | Lexington | MA | Basic | |
| Von Mosch, Eugene | Basic | |||||
| Vullo, Cathy | 585-368-9046 | Rochester | NY | Basic | ||
| Wacker, Grant | Basic | |||||
| Waggoner, William | Smith Barney | 650-496-4239 | Palo Also | CA | Basic | |
| Waggy, Jerad | The Enrichment Group | 903-780-2648 | Miami | FL | Basic | |
| Wagner, Thomas | Summit Wealth Group LLC | 802-295-5300 | Wilder | VT | Basic | |
| Walters, Leo | Ameriprise | 913-905-1147 | Overland Park | KS | Basic | |
| Walz, David | Arcadia Financial Strategies Inc. | Oak Park | IL | Basic | ||
| Wasserman, Mindee | 312-409-7606 | Basic | ||||
| Wau, Janet | 410-769-6058 | Ellicott City | MD | Basic | ||
| Weatherholt, JoEllen | Wells Fargo Investments | 907-265-2150 | Anchorage | AK | Basic | |
| Weaver, Richard | JP Morgan Chase | 480-367-3246 | Scottsdale | AZ | Basic | |
| Webb, David | Basic | |||||
| Weil, Curt | The Lasecke Weil Wealth Advisory Group, LLC | 650-323-3700 | Palo Alto | CA | Basic | |
| Weisbard, Ari | Values Added Financial | 212-729-8783 | Washington | DC | Basic | |
| Weisgerber, Karen | North Bridge Advisary Group | Waban | MA | Basic | ||
| Weiss, Alan | Regent Wealth Management Group | 203-387-7887 | Woodbridge | CT | Basic | |
| Welch, Glenn | Morgan Stanley | 210-366-6676 | SAN ANTONIO | TX | Basic | |
| Welsh, Terry | 907-725-0619 | Ketchikan | AK | Basic | ||
| Wenner, Nate | Wipfli Hewins | Edina | MN | Basic | ||
| Wentzien, Chris | Natural Bridges Financial Advisors LLC | 8314210700 | Santa Cruz | CA | Basic | |
| Wesling, Timothy | Wesling Financial Planning Services Corp | 703-535-8280 | Alexandria | VA | Basic | |
| Weston, Liz | LA Times | Basic | ||||
| Wheeler, Jeffrey | Loring Ward Capital Mgt | 310-229-4466 | Los Angeles | CA | Basic | |
| Whelan, Maureen | Basic | |||||
| Wible, Chris | Neveda Federal Credit Union | 702-641-4331 | Las Vegas | NV | Basic | |
| Wietecha, Joseph | Lexington Financial | 586-226-9800 | Clinton Township | FL | Basic | |
| Wightman, Steve | Wightman Financial Network, LLC | 781-862-6642 | Lexington | MA | Basic | |
| Wilkinson, Ron | Portland | OR | Basic | |||
| Williams, James | J.F Williams Co., Inc. | 303-753-4506 | Denver | CO | Basic | |
| Williams, Diarra | Texas Capital Bank | 214-290-3432 | Dallas | TX | Basic | |
| Willis, Dawn | H.D. Vest | 972-870-6000 | Irving | TX | Basic | |
| Wilt, Dennis | Summit Brokerage Services | 360-263-8500 | La Center | WA | Basic | |
| Winch, Christina | 920-739-8577 | Appleton | WI | Basic | ||
| Winslow, Gray | Monte Cristo Consultants Inc. | Uniondale | NY | Basic | ||
| Witmer, Roxanne | PA | Basic | ||||
| Wong, Karissa | Ameriprise Financial, Inc. | 415-781-8040 | San Francisco | CA | Basic | |
| Wray, Louis | 314-515-2858 | Lake St. Louis | MO | Basic | ||
| Wray, Marjorie | 714-964-2700 | Fountain Valley | CA | Basic | ||
| Wright, Gail | Just Wright BV | +31 (0)623771753 | Basic | |||
| Wright, Stephen | The Enrichment Group | Miami | FL | Basic | ||
| Wulker, Laurence | 513-369-4181 | Cincinnati | OH | Basic | ||
| Wurf, Elissa | Joyce Payne Partners | Bethlehem | PA | Basic | ||
| Wyand, Paul | Ameriprise Financial | 585-461-2280 Ext. 13 | Rochester | NY | Basic | |
| Wytiaz, Michael | Western and Southern Finanical Group | 407-340-1616 | Windermere | FL | Basic | |
| Yanez, Diana Gisel | RTD Financial | 215-557-3800 | Philadelphia | PA | Basic | |
| Yeske, David | Yeske Buie | 800-772-1887 | San Francisco | CA | Basic | |
| Yeyni, S. | Wealth-Builders, Inc. | 206-230-9010 | Mercer Island | WA | Basic | |
| Yi, Jayman | Roehl and Sittner Investment Advisors, LLC | 541-683-2085 | Eugene | OR | Basic | |
| Yong, Michelle | Brighton Jones, LLC | Seattle | WA | Basic | ||
| Youngblood, Roy | Youngblood Financial, Inc. | 312-698-9780 | Chicago | IL | Basic | |
| Zagarola, Darren | Access Wealth Planning | 973-436-4094 | Roseland | NJ | Basic | |
| Zalewsky, Cynthia | Saratoga Investment Solutions, Inc. | 518-584-5995 | Saratoga Springs | NY | Basic | |
| Zalkin, Howard | 510-336-3527 | Oakland | CA | Basic | ||
| Zamboni, Mary | Zamboni and Sipes, Inc. | 716-655-9400 | East Aurora | NY | Basic | |
 | Zangardi Haynes, Lauren CIMA, CFP® | Spark Financial Advisors | 804-451-1210 | Richmond | VA | Basic |
| Zimmerman, Christine | 310-594-5143 | Phoenix | AZ | Basic | ||
| Presentation Training Graduate | ||||||
| Bartky, Cheryl | Creating Sanctuary and Success | San Lorenzo | CA | Presentation Training Graduate | ||
| Bass, J. | PrimeQuest Wealth Strategies, Inc. | 407-767-7800 | Altamonte Springs | FL | Presentation Training Graduate | |
| Billingslea, Michael | Legg Mason Wood Walker, Inc. | 800-451-3607 | Westminster | MD | Presentation Training Graduate | |
| Bove, Roseann | The Breton Company | 609-654-1212 | Medford | NJ | Presentation Training Graduate | |
| Chapman, Bev | Values | 617-964-6596 | Newton | MA | Presentation Training Graduate | |
| Gavre, Marshall | Investments for Life | 515-472-6112 | Fairfield | IA | Presentation Training Graduate | |
| Jones, Troy | Access Financial Resources, Inc. | 405-848-9826 | Oklahoma City | OK | Presentation Training Graduate | |
| Kahler, Richard | Kahler Financial Services, Inc. | 605-343-1400 x111 | Rapid City | SD | Presentation Training Graduate | |
| Moskowitz, Allan | Transformative Wealth Management | 510-524-5500 | El Cerrito | CA | Presentation Training Graduate | |
| Pullen, Courtney | The Pullen Consulting Group | 3003-420-2908 | Wheat Ridge | CO | Presentation Training Graduate | |
| Robinson, Beth | Executos, Inc. | Torrington | CT | Presentation Training Graduate | ||
| Sherman, Spencer | Abacus Wealth Management, Inc | 707-829-6191 | Sebastopol | CA | Presentation Training Graduate | |
| Smith, Michael | Mercer Advisors | 678-405-0234 | Atlanta | GA | Presentation Training Graduate | |
| Washburn, Jane | Legacy Visions Ins Fin Servs | Woodland Hills | CA | Presentation Training Graduate | ||
| Yager, Marcee | Financial Vision West, LLC | Los Gatos | CA | Presentation Training Graduate | ||
| 5-Day no 2-Day | ||||||
| DiMaggio, David | San Diego | CA | 5-Day no 2-Day | |||
| Hebel, Michael | San Francisco Police Officers Assn. | 415-861-0211 | San Francisco | CA | 5-Day no 2-Day | |
| Jarmusz, Molly | WINNETKA | IL | 5-Day no 2-Day | |||
| Mackenzie, Colin | Cetera Advisor Networks | 626-795-8896 | Pasadena | CA | 5-Day no 2-Day | |
| Parks, Linda | Linda Parks, Financial Advisor, LLC | Freeville | NY | 5-Day no 2-Day | ||
| Renchik, Laurie | Center for Financial Planning | Southfield | MI | 5-Day no 2-Day | ||
| Trisler, Kevin | Charles Schwab | 800-821-0176 | Indianapolis | IN | 5-Day no 2-Day | |
| Edleson, Harriett | 202-434-7871 | Washington | DC | |||
| Edwards-Pitt, Coventry CFA, CFP® | Ballentine Partners | 7813141322 | Waltham | MA | ||
| Gugle, John T CFP®, CRPC | Alpha Financial Advisors | 7047161100 | Charlotte | NC | ||
| Joyce, Bill | Charter Home | 9162067282 | Sacramento | CA | ||
| Leder, Geraldine D CPC, MBA | LederMark Communications & Coaching | 4432797901 | Baltimore | MD | ||
| Lokitis, Megan CFP® | Alpha Financial Advisors | 7048995655 | Charlotte | NC | ||
| McLaughlin, Dana R CFP® RLP® AAMS C(k)P | TrinityPoint Wealth | 203-693-8521 | Milford | CT | ||
| Meline, Matt CFP® | Morgan Stanley | 5152837060 | Des Moines | IA | ||
| Molinar, Bryan G CFP®, CIMA | UBS Financial Services | 3107728050 | Los Angeles | CA | ||
| Montague, William Edward CFP® | 6176861077 | Westford | MA | |||
| Stebner, Nicholas Michael CFP®(R), CPWA(R) | LifePlan Financial Group, Inc. | 937-449-0353 | Dayton | OH | ||
| Stenovec, Joe MS, CFP® | Lifetime Financial | 760-943-0430 | Encinitas | CA | ||