MSFS, CFP®, APMA®
Braun-Bostich & Associates, Inc.
Canonsburg, PA
CFP®
Black Walnut Wealth Management
Traverse City, MI
CFP®
Level Financial Advisors
East Amherst, NY
CFP®
Braziel & Associates, LLC
Roseville, CA
CFP®
Boston Hill Advisors
North Andover, MA
CFP® CLU ChFC MPAS
Breen Financial Management, Inc.
Lake Mary, FL
CLU, CFP®
SeaCure Advisors, LLC
Versailles, KY
CFP®, EA, AIF, CRPS
Karen Brelsford
Columbia, MD
CFP®
Boulay Financial Advisors, LLC
Eden Prairie, MN
CFP®, CPA/PFS
Brendle Financial Group, LLC
Winston Salem, NC
CFP®
ARS Private Wealth
Plano, TX
CFA, CFP®
Park Hill Financial Planning & Investment Management
Denver, CO
CFP®
Hilltop Wealth & Tax Solutions
Mishawaka, IN
CFP®, CRPS™
Pinion Wealth
Bozeman, MT
CPA, CFP®
Global Trust Asset Management, LLC
West Palm Beach, FL
CFP®
Armstrong Dixon
Baltimore, MD
CFP®
Cetera Advisor Networks LLC
San Diego, CA
CFP®
Birchwood Financial Partners, Inc.
Edina, MN
CFP®
Your Richest Life
Rockwall, TX
CFP®, IAR, RSSA®
McBeath Financial Group
Normal, IL
CFP®, MBA, EA
Brewster Financial Planning LLC
Brooklyn, NY
CFP®, CPA/PFS
Buckingham Strategic Wealth
Lincoln, RI
PhD, CFP®, CFA
Blue Barn Wealth
Orem, UT
CFP®
Brimmer Financial Group
Orleans, MA
CFP®
HERDT BRINKERHOFF
Clearfield, UT
CFP®, CPA (Inactive)
Waypoint Wealth Partners
San Francisco, CA
CFP®
Britt & Associates, a private wealth advisory practice of Ameriprise Financial
Torrance, CA
CFP®
Benchmark Wealth Management, LLC
Old Lyme, CT
MBA, CFA, CFP®
Broadhurst Financial Advisors, Inc.
West Point, PA
MBA, CFA, CFP®
Broadhurst Financial Advisors, Inc.
Annapolis, MD
CFP®
Heritage Wealth Management Group
Norfolk, VA
CFP® CEPA® CHFC® CKA
Ellevate Advisors LLC
Tulsa, OK
CFP®
Divergent Planning
Bethesda, MD
CFP® CFA AIFA
Savant Capital LLC
Rockford, IL
CFP®, ChFC, RLP
MML Investors Services (MassMutual)
Greenville, NC
CFP®
LPL Financial
St Clair Shores, MI
CFP®, AIF®
Sittner and Nelson, LLC
Eugene, OR
CFP®
Tobias Financial Advisors, Inc.
Fort Lauderdale, FL
MS,CFP®,ChFC®,CLU®
First Command Financial Planning
Shalimar, FL
CFP®, CFA®
Blankinship & Foster, LLC
Solana Beach, CA
CFP®
Mission Wealth
Gig Harbor, WA
CFP®, CRPC
Ameriprise Financial Services,
Roanoke, VA
CFP®
Ameriprise Financial Services, LLC
Pittsburgh, PA
CFP®
Intelligent Investment Management, LLP
Durango, CO
CFP®, CPA
Mid-Continent Capital
Chicago, IL
CFP®
Broussard Financial Group
Kaplan, LA
CFP®
Broussard Financial Group
Lafayette, LA
CPA, CFP®
Ernest J. Brousseau, CPA, CFP
Manchester, CT
CFP®, ChFC
Ameriprise Financial Services, LLC
Fort Wayne, IN
CFP®
Brown Wealth Management LLC
Conyers, GA
CFP®
Western Kentucky University
Bowling Green, KY
CFP®, AIF
Ivy League Financial Advisors LLC
Rockville, MD
CFP®, ChFC®
Spectrum Planning Group
Boca Raton, FL
CFP®
J M Brown Financial Partner
Tulsa, OK
CFP®, CFS, APMA
Joseph R. Brown
Baton Rouge, LA
CFP®, MBA
ALNA Financial
Fredericksburg, VA
CFP®
M Brown Financial Advisors
Estero, FL
CFP®
M Brown Financial Advisors
Naperville, IL
CFP®
Brown and Company, Inc.
Denver, CO
CFP®
Mills Wealth Advisors
SOUTHLAKE, TX
CFP®
Morgan Stanley
Laguna Niguel, CA
CFA, CFP®
Boston Hill Advisors LLC
North Andover, MA
CFP®
ERSI Wealth Managemetn
Centennial, CO
MPAS™, CFP®
LPL FINANCIAL
Franklin, WI
CFP®, ChFC®
Alaska Permanent Capital Management (APCM)
Anchorage, AK
CFP®
Smith Bruer Advisors
Colorado Springs, CO
CFP®
Smith Bruer Advisors
Tallahassee, FL
CFP®
Meridian Financial Advisors, LLC
N. Eastham, MA
CFP®
Meridian Financial Advisors, LLC
Holliston, MA
MSFP, MPAS®, CFP®
Ameriprise Financial Services, LLC
Honolulu, HI
CFP®, ChFC, RICP®
Valtinson Bruner Financial Planning LLC
New Brighton, MN
CFP® RICP®
Model Wealth, Inc.
Naperville, IL
CFP®, ChFC®, ChSNC®
Cahill Financial Advisors Inc.
Edina, MN
CFP®
Ameriprise Financial Services, LLC
Southfield, MI
CFP®, AAMS®, CRPC®
Ameriprise Financial Services, LLC
Sugar Land, TX
CFP®, MBA
Buchholz Financial Planning
San Diego, CA
CFP®
Kautz/Buckley Independent Wealth Management
Buffalo, NY
CFP®
Aspyre Wealth Partners
Overland Park, KS
CFP®
West Financial Services, Inc.
Mc Lean, VA
CFP®
Altus Wealth Solutions
San Luis Obispo, CA
CFP®
Yeske Buie Inc.
Vienna, VA
CFP®
Yeske Buie Inc.
San Francisco, CA
CFP®
Shakespeare Wealth Management, LLC
Pewaukee, WI
CFP®, MBA, AIF, APMA
Master Plan Investment Group
Pennington, NJ
CFP®
Maze Financial Planning, LLC
Chapel Hill, NC
CFP®, CWS®
Charles Schwab & Co. Inc.
Fort Worth, TX
CFP®, RMA®, CES®
Retirement Wealth Advisors
Berwyn, PA
CFP®,ChFC,CLU,CDFA
Merrill Lynch
southboro, MA
CFP®,ChFC,CLU,CDFA
Merrill Lynch
Westborough, MA
CFP®
Weatherly Asset Management
Del Mar, CA
CFP®
Burgess Financial Planning
San Francisco, CA
CFP®
Parsec Financial
Charlotte, NC
CFP®
Focus Financial, LLC
Belmont, MA
CFP®
Birch Street Financial Advisors
Vienna, VA
CFP®
Resource Planning Group
Fishers, IN
CFP®, ChFC
Conrad Siegel Investment Advisors, Inc.
Naples, Florida
CFP®
Palisade Investments
Bothell, WA
CFP®
Goepper Burkhardt Retirement Wealth Management
Greenville, SC
CFP®
Modera Wealth Management
Boston, MA
CFP®
The Financial Advisory Group, LTD.
York, PA
CFP®, CSLP®
HCP Wealth Planning
Jacksonville, FL
CFP®, CSLP®
HCP Wealth Planning
Jacksonville, FL
CFP®, CTFA®
CMH Wealth Management, LLC
Portsmouth, NH
CFP®
Burnette Financial Planning, LLC
Lake Charles, LA
JD, CFP®
Ameriprise Financial Services, LLC
Edina, MN
CFP®, CRPC®, CFS®
Ameriprise Financial Advisors
Exton, PA
CFP®, CIMA®
Synergy Capital Solutions
Bloomfield Hills, MI
MBA, CFP®, AIF®
A New Path Financial
Ann Arbor, MI
CFP®
Wells Fargo Advisors Financial Network
Baton Rouge, LA
CFP®
Family Steward Wealth Consulting
Palm Beach Gardens, FL
CFP®,CLU,ChFC,REBC,C
Burns Matteson Capital Management
Corning, NY
CFP®, CFA, ChFC, CPA
Wall Street Speaking
Long Beach, NY
CFP®
Meld Financial. Inc.
Birmingham, AL
CFP®
Meld Financial. Inc.
Birmingham, AL
CFP®
Salt Wealth Partners, LLC
Morrison, CO
CFP®
Meld Financial, Inc.
Birmingham, AL
CFP®
Mercadien Asset Management
Hamilton, NJ
CFP®
LINCOLN DOUGLAS INVESTMENTS LLC
Mount Vernon, OH
CFP®
Ameriprise Financial Services, LLC
Brookfield, WI
CFP®
Ameriprise Financial Services, LLC
Tacoma, WA
CFP®
PBMares Wealth Management LLC
Williamsburg, VA
CFP®
Mainstreet Financial Planning, Inc.
Los Gatos, CA
CFP®
Horizon Financial Group
Baton Rouge, LA
CFP®
Capstone Financial Advisors, Inc.
Downers Grove, IL
CFP®, CDFA, EA
U.S. Advisors, Inc.
Staunton, VA
CFP®, AIF
Marcum Wealth
Philadelphia, PA
CFP®
Summit Wealth & Retirement Partners
Danville, CA
CFP®
SA Stone Wealth Mgt
Nazareth, PA
CFP®
My Financial Harmony
Bend, OR
CFP®
Butterworth Financial Group, LLC
Tulsa, OK
CFP®
Attleboro Wealth Management
Yardley, PA
CFP®
Diamond Point Wealth Management, LLC
Fargo, ND
CFP®,CPA
Clearbridge Wealth Management
Atlanta, GA
CFP®
Ellenbecker Investment Group
Pewaukee, WI
CFP®, MS
Byrne & Company Wealth Management, LLC
Olympia, WA
CFP®, RLP®
Azure Sky Financial Life Planning, LLC
Burleson, TX
CFP®
CJM Wealth Advisers, Ltd.
Falls Church, VA
CFP®, CPA
Susan.K.Babina, CPA
Cordova, TN
CFP®
Wealthspire Advisors
San Rafael, CA
CFP®
Bacon Financial Advisors, Inc.
Lee's Summit, MO
CFP®
Apella Wealth
San Francisco, CA
MBA, CFP®
Diversified Resources, LLC
Warwick, RI
CFP®
Carmichael Hill & Associates
Gaithersburg, MD
CFP®
MEIRA formerly The Lubitz Financial Group
Coral Gables, FL
CFP®
Celia Mann Baehr, CFP®
Mobile, AL
CFP®, CIMA®, MBA
Next Level Planning & Wealth Management
Brookfield, WI
CFP®
Meritas Wealth Management, LLC
Larkspur, CA
CFP®
Clayton Financial Group
Saint Louis, MO
CFP®
Mercer Advisors
Vienna, VA
CFP®
Mercer Advisors
Redmond, WA
CPA, CFP®
Bailes Bates & Associates
Sugar Land, TX
CFP®
Bailey Wealth Services
Everett, WA
CFP®
Bailey & Associates Investment Management and Financial Planning LLC
Columbia, SC
CFP®, CPA
Ameriprise Financial Services, LLC
Austin, TX
CFP®
Pathway Financial Services, Inc.
Germantown, TN
CFP®
Waddell and Associates, LLC
Memphis, TN
CFP®
American Money Management, LLC
Rancho Santa Fe, CA
CFP®
Veritas Wealth Management LLC
Houston, TX
CFP®, ChFC
Mercer Advisors
ALLENTOWN, PA
CFP®
Occam Capital Management, LLC
Pittsford, NY
CFP®
Perigon Wealth Management
Irvine, CA
CFP®
Oaktree Financial Advisors, Inc.
Carmel, IN
MS, CFP®
Beaird Harris Wealth Management
Dallas, TX
CFP®, CLU, ChFC, CPC
Kingdon Financial Group an advisory practice of Ameriprise Financial Services In
Erie, PA
CFP®
Johnson Bixby, LLC
Vancouver, WA
CFP®, AIF®
Certified Wealth Management & Investment LLC
Princeton, NJ
CFP®
Apex Financial Services
Atlanta, GA
CIMA®, CFP®, RICP®
Vertex Capital Advisors
Fort Mill, SC
CFP®
CJM Wealth Advisers, Ltd.
Falls Church, VA
CFP®
Creative Retirement Solutions Group
Sterling Heights, MI
CFP®, CAIA, MBA
1650 Wealth Management, LLC
Lauderdale-by-the-Sea, FL
CFP®
Balderson & Hebert LLC`
Spokane, WA
CFP®
Baldrige Asset Management
Allentown, PA
CFP®
Sharkey Howes & Javer Inc
Denver, CO
JD CRPC® CFP® AWMA®
COMPASS WEALTH PARTNERS, Private wealth advisory practice with Ameriprise Fin'l
Dakota Dunes, SD
CFP®, CRPC™
Ballentine Capital Advisors
Greenville, SC
CFP®
Ballinger Financial Services
Needham, MA
CFP®
Ball & Company
Franklin, TN
CFP®, CMFC
Wealth Management Consultants, LLC
Mobile, AL
CFP®
Endeavor Wealth Advisors, LLC
Cleveland, OH
CPA,PFS®, CFP®, ChFC
Greenwood Capital
Greenville, SC
CFP®
FORUM Private Client Group
Fishers, IN
CFP®, ChFC
Mass Mutual
San Francisco, CA
CFP®
Financial Management Network, Inc
Mission Viejo, CA
CFP®, AIF®
Smallwood Wealth Management
Red Bank, NJ
CFP®, MBA, CEPA, EA
International Private Wealth Advisors
Tustin, CA
CFP®, MBA, CEPA, EA
International Private Wealth Advisors
Miami, FL
CFP®, MBA, CEPA, EA
International Private Wealth Advisors
Irvine, CA
CFP®
V. Barba Company
Manasquan, NJ
CFA, CFP®
SignatureFD, LLC
Atlanta, GA
CFP®
Strategic Financial Planning
Indianapolis, IN
CFP®
Northsound Wealth Management
Lake Stevens, WA
CFP®
Golden Pine Advisory, LLC
Pinehurst, NC
CFP®
Datapoint Financial Planning, LLC
Canton, GA
CFP®
Ameriprise Financial Services, LLC
Cortland, NY
CFP®
TriCord Advisors, Inc.
Riverside, CA
CFP®
Linda A. Barlow, CFP
Santa Ana, CA
CFP®
Focused Tax Solutions
Northbrook, IL
CFP®
Financial Advisory Service
Leawood, KS
CFP®
Kellman Barnes Financial Planning
Schenectady, NY
CFP®
Rosemary Barnes, CFP®
Wausau, WI
CFP®, ChFC, AEP
Barnes Wealth Management Group
Bakersfield, CA
CFP®
Barnett Financial Planning
Tustin, CA
J.D., CFP®, CDFA™
TFC Financial Management, Inc.
Boston, MA
CFP®
Barone Financial Group, LLC
Burr Ridge, IL
CFP®, ChFC, CLU, RIC
Barrett Planning Group
Calabasas, CA
CFP®
Financial Alternatives
Wenatchee, WA
CFP®, CLU®, ChFC®,
Northwestern Mutual Financial Network
Milwaukee, WI
CFP®
JFS Wealth Advisors
Doylestown, PA
CFP®
Masland & Barrick Advisory, Inc.
Camp Hill, PA
CFP®
Integris Wealth Management
Monterey, CA
CFP®
River City Wealth Management
Jacksonville, FL
CFP®
Willamette Financial Advisors, LLC
Portland, OR
CFP®
Wealthspire Advisors
Milwaukee, WI
PhD, CFP®
Willamette Financial Advisors, LLC
Portland, OR
CFP®, MBA
Vine & Branch Capital, LLC
Charlotte, NC
CFP®
Flow Financial Planning, LLC
Bellingham, WA
JD, MBA, CFP®, ChFC
H.M. Barth & Company, LLC
Orange, CA
CFP®, CPA
Bartley Financial Advisors, Inc.
Andover, MA
CFP®, CPA
Bartley Financial Advisors, Inc.
Bedford, NH
CFP®, ChFC, CLU
Retirement Planners of America
Plano, TX
CFP®, CPA, AIF®
Pennington, Bass & Associates
Lubbock, TX
CFP®, ChFC®
Hayden Wealth Management
Middleton, MA
CFP®
Pure Financial Advisors, Inc.
San Diego, CA
CFA, CFP®
Entasis Asset Management
Brookfield, WI
CFP®, CDFA®, RICP®
Voya Financial Advisors
Medford, MA
CFP®, ChFC®
Delta Community Retirement & Investment Services
Atlanta, GA
CFP®, CTS™
Collective Wealth Planning
Salem, OR
CFP®
Parsec Financial
Tryon, NC
CFP®, RICP®
Clearview Wealth Management
Irvine, CA
CFP®
The Planning Center, Inc.
Chicago, IL
CFP®, ChFC®, AWMA®
Clarify Wealth Management
Cincinnati, OH
CFP®
Baxter & Associates, Inc.
Wichita, KS
CFP®, RICP®, AIF®
Capital South Wealth Management, LLC.
Baton Rouge, LA
CFP®, CFA
Lisa Bayer
Downers Grove, IL
CFP®, MT
The Haverford Trust Company
Radnor, PA
CFP®, CPA
KingsMark Private Financial Advisors
Albany, GA
CFP®, EA
Campbell Wealth Management
Alexandria, VA
CFP®ChFC® CLU® CASL®
WealthCrest Financial Services, LLC
Springfield, VA
CFP®
New England Capital Financial Advisors, LLC
Meriden, CT
CFP®
Beane Atkinson Financial Services
Punta Gorda, FL
CFP®
Beane Atkinson Financial Services
Naples, FL
CFP®
Clarus Wealth at Plum Creek
Peoria, AZ
CFP®
Clarus Wealth at Plum Creek
Castle Rock, CO
CFP®
Wealth Enhancement Group
Jacksonville, FL
CFP®
Savant Capital LLC
Rockford, IL
CFP®
Egan, Berger & Weiner, LLC
Vienna, VA
CFP®, CLU, ChFC,CASL
Private Financial Design, LLC
South Hadley, MA
CFP®
Clarity Financial Group
Fort Worth, TX
CFP®
Benedict Financial Advisors, Inc.
Atlanta, GA
CFP®
Keeler & Nadler Family Wealth
Dublin, OH
CFP®
Strategic Wealth Partners
Deerfield, IL
CFP®
Wise Philanthropy
SUFFERN, NY
CFP®
Ameriprise Financial Services, LLC.
Middlebury, CT
CFP®,ChFC,CLU
Becker & Associates Planning Services
Lynbrook, NY
CFP®
Portland Private Wealth Management FAS
Portland, OR
CFP®, CFA
Toberman Becker Wealth
Saint Louis, MO
CFP®, CPA
HBE Wealth Management LLC
Lincoln, NE
CFP®
Rockland Trust Company
Osterville, MA
CFP®, MBA
Compass Wealth Management LLC
Rutherford, NJ
CFP®
Beck Financial Strategies, Inc.
Indianapolis, IN
CFP®
First Financial Consulting
Pasadena, CA
CFP®
Bedel Financial Consulting, Inc.
Indianapolis, IN
CFP®
Bedel Financial Consulting, Inc.
Indianapolis, IN
CFP®, AIF®
Evensky & Katz / Foldes Financial Wealth Management
Lubbock, TX
CFP®
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID
CFP®
Behl Wealth Management
Delafield, WI
CFP®
Pearl Financial Planning LLC
Plano, TX
MS, MBA, CFP®
Cerity Partners
Reston, VA
MS, MBA, CFP®
Cerity Partners
Midland, TX
CFP®, MBA
Key Financial, Inc.
West Chester, PA
CFP®
B W Belisle Planning & Strategy Co LLC
South Burlington, VT
CFP®
Fee Only Financial Planning, Inc.
Arlington, TX
CFP®, CRPC®, MBA
Ameriprise Financial Services, LLC
Hurst, TX
CFA, CFP®
Bellwether Financial Advisors
West Des Moines,
CFP®, EA, NTPI
Gene Bell & Associates
Argyle, TX
CFP® CDFA
Willow Creek Wealth Management, Inc.
Sebastopol, CA
CFP®
Houston Police Officers' Pension System
Houston, TX
CFP®, AIF®, ChFC®
Bell Financial Services
Marquette, MI
CFP®
Financial Planning Resources
Tulsa, OK
CFP®
RCA Financial and Investment Services, LLC
Midland, TX
CFP®
Belvedere Wealth Partners
Stamford, CT
CFP®
Beltramo Financial Services
Irvine, CA
CFP®
AMJ Financial Wealth Management
Leesburg, VA
CFP®
Potomac Financial Consultants
Germantown, MD
MBA, CFP®
Benedict Wealth Management, LLC
Baton Rouge, LA
CFP®, ChFC
Bergstrom Benkendorfer
Corpus Christi, TX
CFP®, ChFC®, CLF®
The American College of Financial Services
Denton, NE
CFP® CLU® CRPC®
Horter Investment Management
Benicia, CA
CFP®, MBA
Bob Bennie Wealth Management Inc.
Lincoln, NE
J.D., CFP®
Benningfield Financial Advisors, LLC
San Francisco, CA
CFP®,CPWA®,CRC®
Wells Fargo Advisors
The Woodlands, TX
CFP®
Creative Capital Management
San Diego, CA
CFP®, CRPC®, EA
Benton & Company
Denver, CO
CPA, CFP®
Main Street Financial, LLC
Mount Kisco, NY
CFP®
Ameriprise Financial Services, LLC
White Plains, NY
CFP®
Berdow Planning Group, LLC.
Narberth, PA
CPA, PFS™, CFP®
White Oaks Wealth Advisors, Inc.
Minneapolis, MN
CFP®
Premier Wealth Management Group
Cando, ND
CFP®
Securities America, Inc.
Forest Hills, NY
CPA, CFP®, PFS
RLB Wealth Planning, Inc.
Garden City, NY
CFP®
Financial Symmetry, Inc.
Raleigh, NC
CFP®
Cornerstone Financial Strategies
Tacoma, WA
CFP®
Cardinal Wealth Advisors
Edina, MN
CFP®, CPA/PFS
Westchester Financial Advisors
Tarrytown, NY
CPA/PFS, CFP®
Kahn Berman Solomon Taibel & Mogol, PA
Timonium, MD
CFP®
Colman Knight Advisory Group
Action, MA
CFP®
Greenspring Advisors
Towson, MD
CFP®
PlumTree Financial, Inc.
Vienna, VA
CFP®
Modera Wealth Management, LLC
McLean, VA
CFP®, ChFC, CFS
TandemGrowth Financial Advisors, LLC
Alpharetta, GA
CFP®
Flatiron Financial Planning
Boulder, CO
CFP®, CPWA®
Tanglewood Legacy Advisors, LLC
Houston, TX
CFP®, AIF®
Certified Financial Group
Altamonte Springs, FL
CFP®, CLU, CPA
JBA Financial Advisors
Timonium, MD
CFP®, MBA, GPF, TEP
Griffin Black, Inc.
Redwood City, CA
CFP®
Cypress Capital
Franklin, TN
CFP®
Fidato Wealth
Middleburg Heights, OH
CFP®, EA
Blankinship & Foster, LLC
Solana Beach, CA
CPA, CFP®
Harvest Planning & Management, LLC
Boca Raton, FL
CFP®
Iron Mountain Financial Planning, LLC
Rapid City, SD
CFP®
JNBA Financial Advisors
Bloomington, MN
CFP®
Woodland Wealth Management
Tulsa, OK
CFP®
Carolina Wealth Advisors
Myrtle Beach, SC
CFP®, CPA
WealthCare Advisors, LLC
Schaumburg, IL
CFP®, RICP®, CPA/PFS
WealthCare Advisors, LLC
Richmond, TX
CFP®
SFMG Wealth Advisors
Plano, TX
CFP®, MS
Ameriprise Financial Services, LLC
Greenwood Village, CO
CFP®
Capital Financial Service Group
Forrest City, AR
CFP®
Financial Symmetry, Inc.
Raleigh, NC
CFP®
BKB Financial Advisors, LLC
Menlo Park, CA
CFP® CIMA CPM
Morgan Stanley
New York, NY
CFP®
Legacy Asset Management
Houston, TX
CFP®, EA
On Point Financial
New York, NY
CFP®, CPA, PFS, CWS
Bishop Financial Advisors
Hudson, OH
MA, CFP®
Partnervest Financial Group, LLC
Oxnard, CA
CFP®
Benjamin F Edwards & Co, Inc.
Midland, MI
MBA, CPA/PFS, CFP®
Presidio Wealth Partners
Houston, TX
CFP®
Curtis & Bissonette, Inc.
Lake Placid, NY
CFP®
Sapphire Wealth Consulting, Inc.
Ponte Vedra Beach, FL
CFP®
Bivin & Associates Inc
Ponca City, OK
CFP®, EA, CLU®
Ferguson Wellman
Bellevue, WA
CFP®
David Bize
Oklahoma City, OK
CPA, PFS, CFP®
Mason & Associates, LLC
Newport News, VA
CFP®, CLU®, ChFC®
J BLACK FINANCIAL GROUP
Leawood, KS
CFP®, CDFA®, AIF®
Michael Phillips Black Wealth Management
Scottsdale, AZ
MS, CFP®, ChFC, CRPC
Blackmon & Associates Wealth Management, Ameriprise Financial, Inc.
Voorhees, NJ
CFP®
Savant Wealth Management
Birmingham, AL
CFP®, ChFC®
Wisdom Wealth Strategies
Greenwood Village, CO
CFP®, AAMS®
LPL Financial
Spokane, WA
CFP®
WhiteSpace Financial
San Francisco, CA
CFP®
WhiteSpace Financial
LA HONDA, CA
CFA, CFP®
Traveka Wealth
San Jose, CA
CFP®
SFMG Wealth Advisors
Plano, TX
CFP®
Blake Wealth Management
Mckinney, TX
CFP®
Mariner Wealth Advisors
Prospect, KY
CFP®, AIF, CLU, ChFC
Blakely Financial, Inc.
High Point, NC
CFP®
Blamer Financial Services, Inc
Mio, MI
CFP®, CMT,CRPC,CKA
Blaser Investment Management Group
Burlington, NC
CFP®
Summit Financial Advisors LLC
Doylestown, PA
CFP®, CAP®, AEP®
Mercer Advisors
Santa Barbara, CA
Esq., CFP®
Bloch Private Wealth, LLC
The Colony, TX
CFP®, CPA, MBA
Mercer Advisors
Fairport, NY
CLU, ChFC, CFP®
Nelson & Associates
La Crosse, WI
CFP®
Aspiriant, LLC
San Francisco, CA
CFP®
Blok Financial, LLC
Exton, PA
CFP®
White Oaks Wealth Advisors, Inc.
Minneapolis, MN
CFP®
Investment & Insurance Planning Services, LLC
Oviedo, FL
CFP®, CLU®, ChFC®
Gateway Financial Advisors, Inc.
Walnut Creek, CA
CFP®
LPL Financial
Kingston, NY
CFP®, CFA
Emerald Wealth Advisors
Westport, CT
CFP®, CIMA®
Bodnar Financial Advisors Inc.
Florham Park, NJ
CFP®, CPA/PFS
Walnut Hill Wealth Management, LLC
Dallas, TX
CFP®
Strategic Financial Concepts, LLC
Houston, TX
CFP®
Helmstar Wealth Management
Boise, ID
CFP®
Level Financial Advisors
East Amherst, NY
CFP®
Bogue Asset Management, LLC
Portland, ME
CFP®
Bogue Asset Management, LLC
Wells, ME
CPA, CFP®
Wealthspring Financial Partners
Ewing, NJ
CFP®, MBA
Amherst Financial Services
Toms River, NJ
CFP®
Market Street Wealth Management Advisors
Crawfordsville, IN
CFP®
Market Street Wealth Management Advisors
Carmel, IN
CFP®, CLU
CapSouth Partners, Inc
Dothan, AL
CFP®
The Bombet Company LLC
Baton Rouge, LA
CFP®, AIF®
Bonebrake Financial Planning
Eugene, OR
CFP®
Lifelong Wealth Advisors
Minneapolis, MN
CFP®
First Command Financial Services
San Antonio, TX
CFP®
Financial Synergies Wealth Advisors
Houston, TX
CFA, CFP®, CPWA
Delta Wealth Management
Granite Bay, CA
CFP®, APMA
Ameriprise Financial Services, LLC
Oconomowoc, WI
CFP®, RFC
Aspyre Wealth Partners
Overland Park, KS
CFP® CIMA® CPWA® RMA
Choreo Advisors
Ft Myers Beach, FL
CFP®, CPA/PFS, J.D.
Building Financial Solutions
Parkland, FL
CFP®
Prosper Financial Advisers
St. Petersburg, FL
CFP®, CDFA
Park Cities Group
Dallas, TX
CFP®
LPL Financial
Bluffton, SC
CFP®
Wilson & Boucher Capital Management, LLC
Moraga, CA
CFP®
The Planning Center
New Orleans, LA
CFP®
Parkmount Financial Partners
Scituate, MA
CFA, CFP®
Bourbon Financial Management
Chicago, IL
CFP®
The Humphreys Group
San Francisco, CA
CFP®
Shrier Wealth Management
Los Angeles, CA
CFP®, CPWA®
MONECO Advisors
Fairfield, CT
CFP®, CIMA®
Lenity Financial, Inc.
Geneva, IL
CFP®
David Bowen, CFP®
Marana, AZ
CFP®
Charted Wealth LLC
Reading, MA
CFP®
The Financial Advisory Group, Inc.
Houston, TX
CFP®, CLU, ChFC
Securian Advisors
Tulsa, OK
CFP®
Patriot Investment Management
Knoxville, TN
CFP®
Benchmark Financial Design Group Inc.
Jenison, MI
CFP®
Retirement Investment Advisors, Inc.
Oklahoma City, OK
CFP®
Round Rock Advisors LLC
Wilton, CT
CFP®, AIF, MS
The Advocates
Houston, TX
CFP®, AIF®
Financial Planning Solutions, Inc.
Carlsbad, CA
CFP®
Allegheny Financial Group, Ltd.
Pittsburgh, PA
CFP®
AnchorPoint Financial
Cabot, AR
CFP®
Boyer Financial Group
Allentown, PA
CFP®
Lennox Financial
Swampscott, MA
CFP®
Lee Financial Corporation
Dallas, TX
CFP®
First Horizon Advisors
New Orleans, LA
CFP®, CFA
Sigma Investment Counselors
Lake Mary, FL
MBA, CFP®
BradfordCrane Company LLC
South Colby, WA
CFP®, CFA, AIF
Penobscot Financial Advisors
Bangor, ME
CFP®, CFA, AIF
Penobscot Financial Advisors
Bangor, ME
CFP®, CFA, AIF
Penobscot Financial Advisors
Portland, ME
CFP®, CeFT®
Sudden Money Institute
Palm Beach Gardens, FL
CFP®
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
Richmond, VA
CFP®
Associated Financial Planners LLC
Manasquan, NJ
CFP®
Planning Capital Management
Paoli, PA
CFA®, CFP®
Long Run Wealth Advisors, LLC
Lake Placid, NY
CFP®
Wealthspire Advisors
New York, NY
CFP®, AAMS
CUSO Financial, LP
Worthington, OH
MBA, CFP®
Michael Brady & Co., LLC
Westlake, OH
CFP®
Associated Financial Planners, LLC
Spring Lake Heights, NJ
CPA, CFP®
Aspiriant, LLC
San Francisco, CA
CFP®
Sage Private Wealth Group
Park Ridge, IL
CFP®
Steward Advisors, LLC
Chicago, IL
CFP®
TRILOGY Consultants
San Mateo, CA
CFP®, CFA, CLU, ChFC
Brandon Financial Planning, Inc.
Memphis, TN
CFP®
Ameriprise Financial Services Inc
Bethesda, MD
CFP®
Mass Mutual of NC
LAKE WACCAMAW, NC
CFP®
JourneyTree Financial Advisors
Eugene, OR
CFP®
The Planning Center
Anchorage, AK
CFP®
The Planning Center
Minneapolis, MN
CFP®, APMA®, BFATM
A private wealth advisory practice of Ameriprise Financial Services, LLC
Edmonds, WA
CFP®, RICP®
Branning Wealth Management, LLC
Jackson, MS
CFP®
KMR Financial Advisory, Inc.
Atlanta, GA
CFP®, CPA
Erwin and Branton, CPA'S, LLC
Griffin, GA
CFP®
Private Ocean
San Rafael, CA
CFP®
Cornerstone Financial Group, LLC
Denver, CO
CFP®
Cornerstone Financial Group, LLC
Omaha, NE
