A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
CFP®, AIF®, MBA
Bone Fide Wealth, LLC
New York, NY
CFP®
Lifelong Wealth Advisors
Minneapolis, MN
CFP®
Abaris Financial Group
Concord, MA
CFP®
Financial Synergies Asset Manangement
Houston, TX
CFP®
SunTrust Investment Services Inc
Collierville, TN
CFP®, CFA
MWBoone & Associates, LLC
Bellevue, WA
MBA, CFP®
Private Ocean
San Rafael, CA
CPA, CFP®
TCI Wealth Advisors, Inc.
Scottsdale, AZ
CFA, CFP®, CPWA
Delta Wealth Management
Granite Bay, CA
AIF®,CFP®
Cornerstone Capital Advisors
Uniontown, OH
CFP®, AAMS®, BFA™
Fin'l & Investment Mgmt. Adv, Inc./BEAM Asset Management
Covington, LA
CFP®, MSFS, AIF
Capital Analysts of Jacksonville, Fl, I Nc.
Jacksonville, FL
CFP®
Diversified Financial Svcs. Group, Inc
Burlington, NJ
CFP®
Landmark Financial Advisors, LLC
Bowling Green, KY
CFP®
Wisdom Wealth Management
Miami Beach, FL
CFP®, CPA, CVA
Brad Borncamp, CPA, LLC
Lafayette, CO
CFP®, RFC
Aspyre Wealth Partners
Overland Park, KS
CFP® CIMA® CPWA® RMA
Lowery Asset Consulting LLC
Fort Myers Beach, FL
CFP®
Botamer Financial
State College, PA
CFP®, CPA/PFS, J.D.
Building Financial Solutions
Fort Lauderdale, FL
CFP®
Prosper Financial Advisers
St. Petersburg, FL
CFP®, CDFA
STEWARD PARTNERS | RAYMOND JAMES
Dallas, TX
CFP®
LPL Financial
Woodcliff Lake, NJ
CFP®, CRPC
Lawrence J. Botzman, CFP
Somerset, KY
CFP®
Wilson & Boucher Capital Management, LLC
Moraga, CA
CFP®
The Planning Center
New Orleans, LA
CFA, CFP®
Bourbon Financial Management
Chicago, IL
CFP®
The Humphreys Group
San Francisco, CA
CFP®
Shrier Wealth Management
Los Angeles, CA
CFP®
BourGroup
South Riding, VA
CFP®, CIMA®
Lenity Financial, Inc.
Geneva, IL
CFP®, CLU, ChFC
Ann Arbor, MI
CFP®
David Bowen, CFP®
Marana, AZ
CFP®, EA
Earth Friendly Finance PLLC
Ann Arbor, MI
CFP® , ChFC®
Cascadia Wealth Management
Tigard, OR
CFP®
Wilkins Miller Wealth Management
Mobile, AL
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.
Edmond, OK
CFP®
Round Rock Advisors LLC
New Canaan, CT
CFP®
Lincoln Financial Group
Addison, TX
CFP®
Box Financial
Minneapolis, MN
CFP®, AIF, MS
The Advocates
Houston, TX
CFP®, CIMA, CPWA
UBS Financial Services
Honolulu, HI
CFP®, AIF®
Financial Planning Solutions, Inc.
Carlsbad, CA
CFP®, CASL®
Asset Management Resources, LLC
Hyannis, MA
CFP®
Stephens Inc.
Atlanta, GA
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
CPA, CFP®, PFS, AIF®
KBK Wealth Management
New York, NY
CFP®
Mill Creek, WA
CFP®, CFA
Sigma Investment Counselors
Lake Mary, FL
CFP®
West Lafayette, IN
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
Philadelphia, PA
CFP®
New York, NY
CFP®
Associated Financial Planners, LLC
Spring Lake Heights, NJ
CPA, CFP®
Aspiriant
San Francisco, CA
CFP®
Fresno, CA
CFP®, RFC
Bank Of Cairo & Moberly
Moberly, MO
CFP®
American Financial & Tax Strategies, Inc
New York, NY
CFP®
Sage Private Wealth Group
Park Ridge, IL
CFP®
TRILOGY Consultants
San Mateo, CA
CFP®
Houston, TX
CFP®, CLU, ChFC
Brandon Financial Planning
Memphis, TN
CFP®, CFA, CLU, ChFC
Brandon Financial Planning, Inc.
Memphis, TN
CFP®
Mass Mutual of NC
LAKE WACCAMAW, NC
CFP®
Journey Tree Financial Planning & Investments
Eugene, OR
CFP®, CLTC, MSW
Brandt Wealth Advisors
Newburyport, MA
CFP®
The Planning Center
Maple Grove, MN
CFP®
The Planning Center
Anchorage, AK
CFP®, APMA®
Ameriprise Financial
Edmonds, WA
CFP®
Associated Financial Advisors
Clovis, CA
CFP®
Branning Wealth Management, LLC
Ridgeland, MS
CFP®
Branning Wealth Management, LLC
Ridgeland, MS
CFP®
Hergenroeder Finacial Advisors, Inc.
Timonium, MD
CFP®, CPA
Erwin and Branton, CPA'S, LLC
Griffin, GA
CFP®
Private Ocean
San Rafael, CA
CFP®
Callahan Financial Planning Company
Omaha, NE
CFP®
Callahan Financial Planning Company
San Francisco, CA
CFP®
Callahan Financial Planning Company
Lincoln, NE
MSFS, CFP®, APMA®
Braun-Bostich & Associates, Inc.
Canonsburg, PA
CFP®
Black Walnut Wealth Management
Traverse City, MI
CFP®
Geneos Wealth Management
Lancaster, PA
CFP®
Financial Fountains, LLC
Baltimore, MD
CFP®
Level Financial Advisors
Buffalo, NY
CFP®
GW Financial
Costa Mesa, CA
CFP®
Braziel & Associates, LLC
Roseville, CA
CFP®
RTD Financial Advisors, Inc
Philadelphia, PA
CFP®
Breen Wealth Management, LLC
Petaluma, CA
CFP®, CLU, ChFC
Breen Financial Management, Inc.
Lake Mary, FL
CLU, CFP®
SeaCure Advisors, LLC
Versailles, KY
CFP®, APMA®
Breglio, Long & Assoc. Wealth Strategies
Colorado Springs, CO
CFP®, EA, AIF, CRPS
Karen Brelsford
Columbia, MD
CFP®
Boulay
Eden Prairie, MN
CFP®, CPA/PFS
Brendle Financial Group, LLC
Winston Salem, NC
CFP®
LPL Financial Services
Norwalk, CT
CFP®
Cape Ann Savings Trust & Financial Services
Gloucester, MA
CFP®
CFO4Life Group
Richardson, TX
CFP®, CFS
Key Financial, Inc.
West Chester, PA
CFP®
Hilltop Wealth Solutions
Mishawaka, IN
CFP®
Abacus Wealth Partners
San Mateo, CA
CPA/PFS, CFP®
Melvin Brenner, CPA/PFS, CFP®
Silver Spring, MD
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®
Merrill Lynch
Reno, NV
CRPC®, CDFA®, CFP®
Envision Wealth Planning Inc
Chicago, IL
CFP®
Your Richest Life
Rockwall, TX
CFP®, MBA, EA
Brewster Financial Planning LLC
Brooklyn, NY
CFP®
Investment Alliance, Inc.
Gresham, OR
CFP®
Wealth Conservation Group, Inc.
Miller Place, NY
CFP®, CPA/PFS
Briggs Advisory Group, Inc.
Lincoln, RI
CPA, CFP®, PFS
Briggs Wealth Management, Inc.
Glastonbury, CT
CFP®
Morgan Stanley Wealth Management
Bozeman, MT
PhD, CFP®, CFA
Blue Barn Wealth
Orem, UT
CFP®
Brimmer Financial Group
Orleans, MA
CFP®, CPA
Retirement Planning Associates
Cedar Rapids, IA
CFP®
Stewardship Advisors, LLC
Mount Joy, PA
CFP®, CPA
Waypoint Wealth Partners
San Francisco, CA
CFP®
Britt & Associates, a private wealth advisory practice of Ameriprise Financial
Torrance, CA
CFP®
VOYA Financial Advisors, Inc.
Louisville, KY
CFP®
Benchmark Wealth Management, LLC
Old Lyme, CT
MBA, CFA, CFP®
Broadhurst Financial Advisors, Inc.
West Point, PA
CFP®
Financial Counselors of Virginia, Inc.
Portsmouth, VA
CFP®
Applied Capital Management, Inc
Londonderry, NH
CFP®
Brock and Associates, a private wealth advisory practice of Ameriprise Financial
Tulsa, OK
CFP®
Raymond James Financial Services
Pipestone, MN
CFP®
Brock & Associates a Financial Advisory Practice of Ameriprise Financial
Tulsa, OK
CFP®
Divergent Planning
Bethesda, MD
CFP® CFA AIFA
Savant Capital LLC
Rockford, IL
CFP®, ChFC, RLP
MetLife Securities, Inc.
Greenville, NC
CFP®, AIF®
Sittner and Nelson, LLC
Eugene, OR
MS,CFP®,ChFC®,CLU®
First Command Financial Planning
Shalimar, FL
CFP®, CFA
Blankinship & Foster, LLC
Solana Beach, CA
CFP®
Brooks, Hughes & Jones Wealth Advisors
Gig Harbor, WA
CFP®, CRPC
Ameriprise Financial Services,
Roanoke, VA
CFP®
Ameriprise Financial Services, Inc.
Pittsburgh, PA
CFP®
Brooks Financial Planning
Colorado Springs, CO
CFP®, CPA
Mid-Continent Capital
Chicago, IL
CFP®
Broussard Financial Group
Lafayette, LA
CFP®
Broussard Financial Group
Kaplan, LA
CPA, CFP®
Ernest J. Brousseau, CPA, CFP
Manchester, CT
CFP®, ChFC
Ameriprise Financial Services, Inc.
Fort Wayne, IN
CFP®
Genovese Burford & Brothers
Sacramento, CA
CFP®
Valeo Financial Advisors, LLC
Ann Arbor, MI
CFP®
Brown Wealth Management LLC
Conyers, GA
CFP®
Ronald Blue Trust
Montgomery, AL
MBA, CFP®
New Planner Recruiting, LLC
Athens, GA
CFP®
Vaughan-Brown Wealth Management, LLC
Durham, NC
CFP®, AIF
Ivy League Financial Advisors LLC
Rockville, MD
CFP®, ChFC®
Spectrum Planning Group
Boca Raton, FL
CFP®
MassMutual
Lexington, SC
CFP®
J M Brown Financial Partner
Tulsa, OK
CFP®, MD MBA CFA
Shearwater Capital
Saint Louis, MO
CFP®, CFS, APMA
Joseph R. Brown
Baton Rouge, LA
CFP®
M Brown & Associates, Ltd.
Estero, FL
CFP®
M Brown & Associates, Ltd.
Naperville, IL
CFP®
Brown and Company, Inc.
Denver, CO
CFP®
Mascagni & Company, Inc.
Clinton, MS
CPA/CFP®
Burkett Financial Services, LLC
Lexington, SC
CFP®
Morgan Stanley
Laguna Niguel, CA
CFA, CFP®
Sound View Financial Advisors LLC
Walpole, MA
MST,CFP®
Savant Capital Management
Mc Lean, VA
CFP®
CogentBlue Wealth Advisors, LLC
Knoxville, TN
CFP®
Exit & Retirement Strategies, Inc.
Centennial, CO
CFP®, ChFC®
Alaska Permanent Capital Management (APCM)
Anchorage, AK
CFP®, CeFT(r)
Los Angeles, CA
MBA, CFP®
Dogwood Financial Planning
Eads, TN
CFP®
Meridian Financial Advisors, LLC
N. Eastham, MA
CFP®
Meridian Financial Advisors, LLC
Holliston, MA
CFP®,CLU®,RICP®,BFA™
Ameriprise Financial Services, Inc.
Honolulu, HI
CFP®, ChFC
Valtinson Bruner Financial Planning LLC
New Brighton, MN
CFP® RICP®
Model Wealth, Inc.
Naperville, IL
CFP®
Regions Investment Solutions
Madison, MS
CFP®, ChFC
Cahill Financial Advisors Inc.
Edina, MN
CFP®
Conlon & Dart Wealth Management
Seattle, WA
CFP®
Bryant Asset Management
Slingerlands, NY
CFP® AIF®
Bryant Asset Management
Slingerlands, NY
CFP®
Ameriprise Financial Services, Inc.
Southfield, MI
CFP®
Magnolia Financial Planning Services
Seneca, SC
CFP®, CLU, ChFc
AXA Advisors, LLC
Lebanon, TN
CFP®, AAMS®, CRPC®
Ameriprise Financial Services, Inc.
Houston, TX
CFP®,ChFC,CRPC,APMA
Ameriprise Financial Services, Inc.
Birmingham, AL
CFP®
Ted Buchan & Company
San Diego, CA
CFP®, MBA
Buchholz Financial Planning
San Diego, CA
CFP®
Buckingham Financial Group, Inc.
Dayton, OH
CFP®, CPWA®, AEP®
RBC Wealth Management
Baltimore, MD
CFP®, CPWA®, AEP®
RBC Wealth Management
Hunt Valley, MD
MBA, CFP®, AIF
Plancorp, Inc.
Town and Country, MO
CFP®
Aspyre Wealth Partners
Overland Park, KS
CFP®
West Financial Services Inc
Mc Lean, VA
CFP®
Budros, Ruhlin & Roe, Inc.
Columbus, OH
CFP®
Altus Wealth Solutions
San Luis Obispo, CA
CFP®, CRPC
Amerirpise Financial Services
Spokane, WA
CFP®
Yeske Buie
Vienna, VA
CFP®
Shakespeare Wealth Management, Inc.
Pewaukee, WI
CFP®
Renasant Bank
Tupelo, MS
CFP®
Melville, NY
CLU, ChFC, RHU, CFP®
The Tenet Financial Group
Phoenix, MD
CLU, ChFC, RHU, CFP®
The Tenet Financial Group
Lutherville, MD
CFP®(R)
Maze Financial Planning, LLC
Chapel Hill, NC
CFP®
Charles Schwab & Co. Inc.
Fort Worth, TX
CFP®
TGS Financial Advisors
Wayne, PA
CPA, CFP®
Jehl & Kreilach Financial Management
Fort Wayne, IN
CFP®
Evansville, IN
CFP®
Laird Norton Wealth Management
Seattle, WA
CFP®
DaVinci Financial Designs, LLC
Columbia, SC
CFP®
Burgess Financial Planning
San Francisco, CA
CFP®
Focus Financial, LLC
Belmont, MA
CFP®, CLU, ChFC
Prudential Financial
Novato, CA
CFP®
Resource Planning Group
Fishers, IN
CFP®, ChFC
Conrad Siegel Investment Advisors, Inc.
Harrisburg, PA
CFP®
Palisade Investments
Bothell, WA
CFP®
Goepper Burkhardt Retirement Wealth Management
Greenville, SC
CFP®
Modera Wealth Management
Boston, MA
CFP®
CMH Wealth Management, LLC
North Hampton, NH
CFP®
Burnette Financial Planning, LLC
Lake Charles, LA
JD, CFP®
Ameriprise Financial Services, Inc.
Edina, MN
CFP®, CRPC®, CFS®
Ameriprise Financial Advisors
Exton, PA
CFP®
Exencial Wealth Advisors
Oklahoma City, OK
CFP®
Synergy Capital Solutions
Bloomfield Hills, MI
CFP®, ChFC, CLU, AEP
A. M. I. Marketing, Inc.
Vienna, VA
CFP®, ChFC®, CPWA®,
J.P. Morgan Securities, Inc.
Palm Beach Gardens, FL
CFP®
Wells Fargo Advisors, LLC
Baton Rouge, LA
CFP®
Family Steward Wealth Consulting
North Palm Beach, FL
CFP®,CLU,ChFC,REBC,C
Burns Matteson Capital Management
Corning, NY
CFP®, CFA, ChFC, CPA
Wall Street Speaking
Long Beach, NY
CFP®
Sage Income Advisors, LLC
Morrison, CO
CFP®
Meld Financial, Inc.
Birmingham, AL
CFP®
Forward Financial Planning, LLC
Normal, IL
CFP®
Mercadien Asset Management
Hamilton, NJ
CFP®
LPL Financial
Woburn, MA
CFP®
Busbee Wealth Strategies, LLC
Hiawatha, IA
CFP®
Ameriprise Financial Services, Inc.
Brookfield, WI
CFP®
Busch Financial Planning
Houston, TX
CFP®, CPA, CEBS
CFO4LIFE
Richardson, TX
MBA, CFP®,TEP
Golden Gate Advisors, Inc.
San Diego, CA
CFP®
Ameriprise Financial Services, Inc.
Tacoma, WA
CFP®
Munkeby Kramer
Hopkins, MN
CFP®
Bell Bank
Fargo, ND
CFP®
PBMares Wealth Manangement LLC
Williamsburg, VA
CFP®
Johnson Lyman Wealth Advisors
Los Altos, CA
CFP®
Horizon Financial Group
Baton Rouge, LA
CFP®, AIF®, RPA
RTD Financial Advisors, Inc.
Philadelphia, PA
CFP®
Dean Financial Advisory, LLC
Cincinnati, OH
CFP®
HCM Wealth Advisors
Cincinnati, OH
CFP®
Morgan Stanley Wealth Management
Chicago, IL
CFP®, CDFA, EA
U.S. Advisors, Inc.
Staunton, VA
CFP®, AIF
Videre Wealth Management, Inc.
Exton, PA
CFP®,CLU,ChFC,MSFS
Butler Associates, Inc.
Saint Louis, MO
CFP®, CDFA®
Summit Wealth & Retirement Partners
Danville, CA
CFP®
Alaska Permanent Capital Management
Anchorage, AK
CFP®
SA Stone Wealth Mgt
Nazareth, PA
CFP®
My Financial Harmony
Bend, OR
CFP®
Butterworth Financial Group, LLC
Tulsa, OK
CFP®
Effingham, IL
CFP®
Los Angeles, CA
MBA, CFP®
Ameriprise Financial Services, Inc.
Houston, TX
CFP®
Diamond Point Wealth Management, LLC
Fargo, ND
CFP®,CPA
Clearbridge Wealth Management
Atlanta, GA
CFP®
Hemington Wealth Management
Falls Church, VA
CFP®
Ellenbecker Investment Group, Inc.
Pewaukee, WI
CFP®, MS
Byrne & Company Wealth Management, LLC
Olympia, WA
CFP®
Cherry Hill, NJ
CFP®
Legacy Consulting Group
Plano, TX
CFP®
CJM Wealth Advisers, Ltd
Fairfax, VA
CFP®, CPA
Ameriprise Financial Services, Inc.
Cordova, TN
CFP®, CRPC
Ameriprise Financial Services, Inc.
Overland Park, KS
CFP®
MassMutual Dallas - Fort Worth
Dallas, TX
CFP®
Private Ocean
Seattle, WA
CFP®
Financial Strategies Group
Dallas, TX
CFP®
Asset Planning & Management, Inc.
Spokane, WA
CFP®,CPA, AEP(R)
Inge Alverson Bacon CPA
Sturgeon Bay, WI
MBA, CFP®
Diversified Resources, LLC
Warwick, RI
CFP®
Carmichael Hill & Associates
Gaithersburg, MD
CFP®
Hauppauge, NY
CFP®
Celia Mann Baehr, CFP®
Mobile, AL
CFP®
Shotwell Rutter Baer
Lansing, MI
CFP®, CIMA®, MBA
LPL Financial c/o PyraMax Bank
Greenfield, WI
CFP®
Clayton Financial Group
Saint Louis, MO
CFP®
Mercer Advisors
Redmond, WA
CFP®
Mercer Advisors
Bellevue, WA
CPA, CFP®
Bailes Bates & Associates
Sugar Land, TX
CFP®
Bailey Wealth Services
Everett, WA
CFP®
Bailey & Associates
Columbia, SC
CFP®, CPA
Ameriprise Financial Services, Inc.
Austin, TX
CFP®
Pathway Financial Services, Inc.
Germantown, TN
CFP®, AIF®
NPB Wealth Management
Larchmont, NY
CFP®
Waddell and Associates, LLC
Nashville, TN
CFP®
Veritas Wealth Management LLC
Houston, TX
CFP®, ChFC
Andesa Financial Management, Inc.
Allentown, PA
CFP®
Occam Capital Management, LLC
Pittsford, NY
JD,CFP®,CLTC,CASL(R)
West Financial Services, Inc.
McLean, VA
CFP®
Baker & Associates
Irvine, CA
CFP®
Oaktree Financial Advisors, Inc.
Carmel, IN
MS, CFP®
Beaird Harris Wealth Management
Dallas, TX
CFP®, CDFA™
Nova Financial Services
Tucson, AZ
CFP®, CLU, ChFC, CPC
Kingdon Financial Group an advisory practice of Ameriprise Financial Services In
Erie, PA
CFP®
Jon Baker Financial Group
Atlanta, GA
CFP®
Winston Salem, NC
CFP®
Johnson Bixby
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
Fairfax, VA
CFP®
TNT Asset management, LLC.
Round Rock, TX
CFP®
Arlington Heights, IL
CPA, CFP®
Balasa Dinverno Foltz LLC
Itasca, IL
CFP®
Ameriprise Financial Services
Clinton Township, MI
CFP®, CAIA, MBA
1650 Wealth Management, LLC
Lauderdale-by-the-Sea, FL
CFP®
Balderson & Hebert LLC`
Spokane, WA
CFP®
Ameriprise Financial Adv
Williamsville, NY
CFP®
Baldrige Asset Management
Allentown, PA
CFP®, ChFC, CeFT®
Responsive Financial Group, Inc.
Arlington Heights, IL
CFP®
Sharkey, Howes & Javer Inc.
Denver, CO
CFP®
City National Bank
Irvine, CA
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®
Columbus Street Financial Planning
Grove City, OH
CFP®, CDFA®
Private Ocean
San Rafael, CA
CFP®
Ball & Company
Thousand Oaks, CA
CFP®, CMFC
Wealth Management Consultants, LLC
Mobile, AL
CFP®
EP Wealth Advisors
Lafayette, CA
CFP®
Benjamin F. Edwards
Danbury, CT
CFP®
Laurel Tree Advisors, LLC
Cleveland, OH
CPA,PFS®, CFP®, ChFC
Greenwood Capital
Greenville, SC
CFP®
Forum Private Client Group
Indianapolis, 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, EA
Louis Barajas, LLC
Irvine, CA
CFP®, MBA, EA
Louis Barajas, LLC
Tustin, CA
CFP®, MBA, EA
Louis Barajas, LLC
Miami, FL
CFP®
Cambridge Investment Research
Manchester, CT
CFP®
East Bay FPA
Danville, CA
CFP®
V. Barba Company
Manasquan, NJ
CFP®, CPA
Prosperity Advisory Group
Overland Park, KS
CFP®
Rehman Financial Group
Chelsea, MI
CFA, CFP®
SignatureFD
Atlanta, GA
CFP®
Strategic Financial Planning
Indianapolis, IN
CFP®
Northsound Wealth Management
Lake Stevens, WA
CFP®
Golden Pine Advisory, LLC
Pinehurst, NC
CFP®
Ameriprise Financial Services, Inc.
Cortland, NY
CFP®, CFA
Parallel Advisors
Dayton, OH
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®, MC
Versant Capital Management
Phoenix, AZ
CFP®
Kellman Barnes Financial Planning
Schenectady, NY
CLU, ChFC, CFP®
LPL Financial
Jackson, MS
CFP®
Rosemary Barnes, CFP®
Wausau, WI
CFP®, ChFC, AEP
Barnes Wealth Management Group
Bakersfield, CA
CFP®
Barnett Financial Planning
Tustin, CA
CFP®, ChFC®, CLU®
Northwestern Mutual - Atlanta
Atlanta, GA
J.D., CFP®, CDFA™
TFC Financial Management, Inc.
Boston, MA
CFP®
May Barnhard Investments LLC
Bethesda, MD
CFP®
Barone Financial Group, Inc.
Burr Ridge, IL
MSF, CFP®
Oak Capital Management, LLC
Mount Pleasant, SC
CFP®, MA, AIF®
Sterling Wealth Advisors
Plantation, FL
CFP®, ChFC, CLU, RIC
Barrett Planning Group, Inc.
Woodland Hills, 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®, CLU, ChFC
LifePlan Financial Advisory Group, LLC
Rochester Hills, MI
CFP®
Barry Capital Management
Washington, NJ
CFP®
Capital Strategies
Bloomfield, CT
CFP®
Bronfman Rothschild
Wauwatosa, WI
PhD, CFP®
Willamette Financial Advisors, LLC
Lake Oswego, OR
CFP®, MBA
Wells Fargo Advisors, LLC
Charlotte, NC
CFP®,CPA
Summit Financial Services, Inc.
Melville, NY
JD, MBA, CFP®, ChFC
H.M. Barth & Company, LLC
Orange, CA
CFP®, CPA
Bartley Financial Advisors, Inc.
Bedford, NH
CFP®, CPA
Bartley Financial Advisors, Inc.
Andover, MA
CFP®, CFS
Columbia Ridge Capital Management
Raleigh, NC
CFP®, CFS
Columbia Ridge Capital Management
Johnson City, NY
CFP®, ChFC, CLU
Retirement Planners of America
Plano, TX
CFP®
Bristol Financial Services PC
Bristol, VT
MBA, CFP®, ChFC, CLU
Bassett, Dawson & Foy, Inc
Wilmington, NC
CFP®
Treasure Coast Financial Planning, Inc.
Vero Beach, FL
CFP®, CPA
Pennington, Bass & Associates
Lubbock, TX
CFP®
Pure Financial Advisors, Inc.
San Diego, CA
CFP®, ChFC®
Delta Community Retirement & Investment Services
Atlanta, GA
CFP®
The H Group, Inc.
Salem, OR
CFP®
Rockwood Wealth Management
New Hope, PA
CFP®
Bauerle Financial Inc.
Lake Mary, FL
CFP®, RICP®, ChFC®
Northeast Planning Corporation
Cranford, NJ
CFP®, CLTC
Baune Financial
Mendota Heights, MN
CFP®
Clearview Wealth Management
Irvine, CA
CFP®
Baxter & Associates, Inc.
Wichita, KS
CFP®, RICP®, AIF®
Capital South Wealth Management, LLC.
Baton Rouge, LA
CFP®, CFA
Lisa Bayer
Boulder, CO
CFP®, CFA
Lisa Bayer
Downers Grove, IL
CFP®
Ameriprise Financial Services, Inc.
Albany, NY
CFP®
Elevations Credit Union
Longmont, CO
CFP®
Elevations Credit Union
Longmont, CO
CFP®, CPA
KingsMark Private Financial Advisors
Albany, GA
CFP®, AWMA®
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®
Securian Advisors MidAmerica
Hiawatha, IA
CFP®
Presley Beane Financial Services
Naples, FL
CFP®
Presley Beane Financial Services
Punta Gorda, 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®
ARGI Financial Group
Paducah, KY
CFP®
Egan, Berger & Weiner, LLC
Vienna, VA
CFP®
Elevations Credit Union
Boulder, CO
CFP®, CPA
SignatureFD
Atlanta, GA
CFP®
Mosaic Wealth Consulting
Greensburg, PA
CFP®
Bullogic Wealth Management
Pearland, TX
CFP®
Pathway Financial Advisors, LLC
South Burlington, VT
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 Financial Planning
Dublin, OH
CFP®
Strategic Wealth Partners
Deerfield, IL
CFP®
CynthiaBecher/Richman Business Managemen
SUFFERN, NY
CFP®,CDFA,MBA,CLU®
Ameriprise Financial
Chesterfield, MO
CFP®
SageView Advisory Group
Irvine, CA
CFP®,ChFC,CLU
Becker & Associates Planning Services
Lynbrook, NY
CFP®
Portland Private Wealth Management FAS
Portland, OR
CFP®, CFA
Beck Investment Management, LLC
Palo Alto, CA
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
MBA,CFP®,CFS,CRPC
Southern California Fiduciary Services
Irvine, CA
CFP®, AIF®
Evensky & Katz / Foldes Financial Wealth Management
Lubbock, TX
CFP®
RegentAtlantic Capital, LLC
Morristown, NJ
CFP®
Beeson & Co
Eureka, CA
CFP®
Pinkerton Retirement Specialists
Coeur d'Alene, ID
CFP®
Behl Wealth Management
Waukesha, WI
CFP®
Pearl Financial Planning LLC
Plano, TX
MS, MBA, CFP®
FJY Financial
Midland, TX
MS, MBA, CFP®
FJY Financial
Reston, VA
CFP®, MBA
Key Financial, Inc.
West Chester, PA
CFP®
B W Belisle Planning & Strategy Co LLC
South Burlington, VT
CFP®, ChFC®, ADPA®
TIAA
Charlotte, NC
CFP®
Mobile, AL
CFP®
Fee Only Financial Planning, Inc.
Arlington, TX
CFP®, CRPC®, MBA
Ameriprise Financial Services, Inc.
Hurst, TX
CFA, CFP®
Bellwether Financial Advisors
W Des Moines, IA
CFP®
Gene Bell & Associates
Bellingham, WA
CFP® CDFA
Willow Creek Wealth Management, Inc.
Sebastopol, CA
CFP®
Edward Jones
Saint Louis, MO
CFP®
Bell Investment Advisors, Inc.
Oakland, CA
CFP®, AIF®, ChFC®
Bell Financial Services
Ishpeming, MI
CFP®, CFA
Bell Family Interests LLC
San Antonio, TX
CFP®
Tallahassee, FL
CFP®, CDFA®
Trust Company of Illinois
Downers Grove, IL
CFP®
Financial Planning Resources
Tulsa, OK
CFP®
Proprietor
Claremont, CA
CFP®, MBA
The Wealth Conservatory
San Ramon, CA
CFP®, MBA
The Wealth Conservatory
Livermore, CA
CFP®, MBA
The Wealth Conservatory
Pleasanton, CA
CFP®
RCA Financial and Investment Services, LLC
Midland, TX
CFP®
UBS Financial Services Inc
San Francisco, CA
CFP®
Beltramo Financial Services
Irvine, CA
CFP®
Ben-David Financial Planning
Redwood City, CA
CFP®
AMJ Financial Wealth Management
Leesburg, VA
CFP®
Potomac Financial Consultants
Germantown, MD
MBA, CFP®
Benedict Wealth Management, LLC
Baton Rouge, LA
CFP®
Benedict Financial Advisors
Atlanta, GA
CFP®, CLU, ChFC
Benet Financial (AXA)
New York, NY
CFP® CLTC
Bellevue, WA
CFP®
Echales Benjamin & Simkin, LLP
Skokie, IL
CFP®, ChFC
Bergstrom Benkendorfer
Corpus Christi, TX
CFP®, CRPC
Bennett & Associates, An Ameriprise Private Wealth Advisory Practice
Bellevue, WA
CFP®, ChFc,CLU,CFS
Summit Financial Group, LLC
San Ramon, CA
PhD, CFP®
United Capital Financial Advisers
Great Falls, VA
CFP®, ChFC®, CLF®
UNICO/Midlands
Lincoln, NE
CFP® CLU® CRPC®
UBIS LLC/Union Bank
SAN RAMON, CA
CFP® CLU® CRPC®
UBIS LLC/Union Bank
Benicia, CA
CFP®, MBA
Bob Bennie Wealth Management Inc.
Lincoln, NE
J.D., CFP®
Benningfield Financial Advisors, LLC
San Francisco, CA
CFP®,CRC®
Wells Fargo Advisors
Houston, TX
CFP®, CRPC®, EA
Benton & Company
Denver, CO
CFP®, CLU, ChFC, RIC
Chartered Financial Services
Warren, NJ
CFP®
WealthPoint Advisors
Indianapolis, IN
CPA, CFP®
Main Street Financial, LLC
Mount Kisco, NY
CFP®
Ameriprise Financial Services Inc.
White Plains, NY
CFP®, CFS
Ameriprise Financial Inc
White Plains, NY
CFP®
Berdow Planning Group, LLC.
Narberth, PA
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®
Berger Wealth Management
Peachtree City, GA
CFP®
Ameriprise Financial/Emond, Berger & Associates
Fairfax, VA
CFP®
Independent Wealth Management, LLC
Traverse City, MI
CFP®
Bergeron Susman & Co LC
Houston, TX
CFP®, ChFC®, AEP®
MCB Financial Services At Mansfield Bank
Mansfield, MA
CFP®
Ameriprise Financial Services, Inc.
Cincinnati, OH
CFP®
Cardinal Wealth Advisors
Edina, MN
CFP®
Berk Wealth Management
New City, NY
CFP®, CPA/PFS
Westchester Financial Advisors
Tarrytown, NY
CFP®
Berkson Asset Management, Inc.
Woodland Hills, CA
CPA/PFS, CFP®
Kahn Berman Solomon Taibel & Mogol, PA
Timonium, MD
CFP®
Employee Benefit Systems, Inc.
East Syracuse, NY
CFP®
Colman Knight Advisory Group
Carlisle, MA
CFP®
Morgan Stanley Wealth Management
New York, NY
CFP®, AFC®
Boise, ID
ChFC® CFP® CLU®
Bernard Financial Services
Aurora, CO
CFP®, CMFC®, CRPC®
Centinel Financial Group
Needham Heights, MA
CFP®
Greenspring Advisors
Towson, MD
CFP®
PlumTree Financial, Inc.
Vienna, VA
CPA, PFS, CFP®, AIF®
Bernhardt Wealth Management, Inc.
Mc Lean, VA
CFP®, ChFC, CFS
TandemGrowth Financial Advisors, LLC
Alpharetta, GA
CFP®
Berno Financial Management
Cincinnati, OH
CFP®, EA
Great Neck, NY
CFP®
Flatiron Financial Planning
Boulder, CO
CFP®
Together Planning
Roswell, GA
CFP®
Berteotti Ins & Fin Svcs Inc
Shippenville, PA
CFP®, AIF®
Certified Financial Group
Altamonte Springs, FL
CFP®, CLU, CPA
JBA Financial Advisors
Timonium, MD
CFP®
Deanna Berzins - TIAA
San Francisco, CA
CFP®, APMA®, MBA
Envision Wealth Advisory Group
Jacksonville Beach, FL
CFP®, MBA, MLA, TEP
Griffin Black, Inc.
Redwood City, CA
CFP®
Phase 3 Advisory Services
Buffalo Grove, IL
CFP®
True Wealth Design
Akron, OH
CFP®, EA
Blankinship & Foster, LLC
Solana Beach, CA
CPA, CFP®
Harvest Planning & Management, LLC
Boca Raton, FL
CFP®
Ameriprise Financial Services, Inc.
Tulsa, OK
CFP®
Iron Mountain Financial Planning, LLC
Rapid City, SD
CFP®
Woodland Wealth Management
Tulsa, OK
CFP®
Bigger & Company, LLC
Mc Lean, VA
CFP®, CPA, CFE
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, Inc.
Greenwood Village, CO
CFP®
Capital Financial Service Group
Forrest City, AR
CFP®
BKB Financial Advisors, LLC
Menlo Park, CA
CFP®
Bingham Financial Advisory LLC
Arlington, VA
CFP®
The SEB Group, Inc.
Ferndale, PA
AAMS®, CRPC®, CFP®
Rowland Carmichael Advisors, Inc.
Scottsdale, AZ
CFP® BFA APMA CRPC
Ameriprise Financial
Bismarck, ND
CFP® CFA MBA
Albion Financial Group
Salt Lake City, UT
CFP®, ChFC, MBA
Secure Money Masters
Bristol, TN
CFP®, LLM
Bird & Wiegand Financial Services
Radnor, PA
CFP® CIMA CPM
Morgan Stanley
New York, NY
CFP®
Orchestral Financial Group Inc.
Amherst, 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®
Curtis & Bissonette, Inc.
Lake Placid, NY
CFP®
Ameriprise Financial Services
Statesville, NC
CFP®
Sapphire Wealth Consulting, Inc.
Ponte Vedra Beach, FL
Ph.D., CFP®, CDFA
Artemis Financial Advisors LLC
Boston, MA
CFP®
Bivin & Associates Inc
Ponca City, OK
DDS, CFP®
Focus Financial Group
Clifton, NJ
CFP®
David Bize
Oklahoma City, OK
CPA, PFS, CFP®
Verus Financial Partners
Richmond, VA
CFP®
Larson Financial Services, Inc
Leawood, KS
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®
Bridgeworth, LLC
Birmingham, AL
CFP®, ChFC®, CDFA®
Wisdom Wealth Strategies
Denver, CO
CFP®
Atlanta, GA
CFP®, AAMS®
LPL Financial
Spokane, WA
CFP®
WhiteSpace Financial
Palo Alto, CA
CFP®
WhiteSpace Financial
San Francisco, CA
CFP®, CPA
Cascade Wealth Advisors
Wenatchee, WA
CFA, CFP®
United Capital Financial Advisors, LLC
Los Altos, CA
CFP®
SFMG Wealth Advisors
Plano, TX
CFP®, CLU, ChFC
Blakely Financial, Inc.
High Point, NC
CFP®
Homewood, AL
CFP®
Blamer Financial Services, Inc
Mio, MI
CFP®
Beechwood Financial Services, LLC
Verona, NJ
CFP®, CLU, ChFC
Blasdell & Co.
Exton, PA
CFP®, CMT
Blaser Investment Management Group/Raymond James
Burlington, NC
CFP®
Cutter Advisors Group
Ballwin, MO
CFP®
Blattel and Associates
Saint Peters, MO
CFP®
Summit Financial Advisors LLC
Newtown, PA
CFP®, CAP®, AEP®
Quest Capital Management, Inc.
Dallas, TX
CPA, CFP®
Monroe Community College
Rochester, NY
CFP®
Spire Investment Partners
McLean, VA
CFP®
HB Wealth Advisors, LLC
Concord, OH
Esq., CFP®
Bloch Private Wealth, LLC
The Colony, TX
CFP®
Lincoln Financial Advisors
Santa Rosa, CA
CFP®, CPA, MBA
Mercer Advisors
Fairport, NY
CLU, ChFC, CFP®
Block & Kroll Financial
La Crosse, WI
CFP®
Aspiriant
San Francisco, CA
CFP®
Blok Financial, LLC
Downingtown, PA
CFP®
White Oaks Wealth Advisors, Inc.
Minneapolis, MN
CFP®
Investment & Insurance Planning Services, LLC
Oviedo, FL
CFP®
Karl W. Blovet & Associates
Chicago, IL
CFP®
Boatman wealth Management, LLC
Monessen, PA
CFP®
Mountain View, CA
CFP®, CLU®, ChFC®
Gateway Financial Advisors, Inc.
Walnut Creek, CA
CFP®
Kingston, NY
CFP®, CFA
Emerald Wealth Advisors
Westport, CT
CFP®, CIMA®
Bodnar Financial Advisors Inc.
Florham Park, NJ
CFP®
Strategic Financial Concepts, LLC
Houston, TX
CFP®
The Helmstar Group
Boise, ID
CFP®
Lincoln Financial Group
Paramus, NJ
CFP®
Bogue Asset Management, LLC
Wells, ME
CFP®
Bogue Asset Management, LLC
Portland, ME
MSF, CFP®
MKD Wealth Coaches
Troy, MI
CPA, CFP®
Mary Anne Bohlinger CPA LLC
Ewing, NJ
CFP®, MBA
Amherst Financial Services
Toms River, NJ
CFP®
Market Street Wealth Management Advisors
Indianapolis, IN
CFP®
Market Street Wealth Management Advisors
Crawfordsville, IN
CFP®
Cornerstone Financial Strategies, LLC
Summerville, SC
CFA, CFP®, CeFT
Envision Wealth Planning
Franklin, TN
ChFC®, CFP®,
Side-by-Side Financial Planning, LLC
Bentonville, AR
ChFC®, CFP®,
Side-by-Side Financial Planning, LLC
Rochester, MN
ChFC®, CFP®,
Side-by-Side Financial Planning, LLC
Plymouth, MN
CFP®
Percy E. Bolton Associates, Inc.
Pasadena, CA
CFP®
Mike Bonacorsi, LLC
Amherst, NH
CFP®
Colonie, NY
JD, CFP®
Planning Matters LLC
Knoxville, TN
CFP®, CFA, AIF®
C. B. Bond Financial Planning, Inc.
Greensburg, PA
CFP®, AIF(R)
Bonebrake Financial Planning
Eugene, OR
CFP®, CFS, MBA
Andrew J. Boneparth & Associates
Ocala, FL