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®, CHFC
Wealth Management Group, LLC
Rochester, NY
CFP®, ChFC, AIF®
PINNACLE Financial Strategies, LLC
Wexford, PA
CFP®
Savant Capital LLC
Rockford, IL
CFP®
Ameriprise Financial Services Inc.
San Diego, CA
CFP®
Conway & Company Financial Services, Inc.
Kinston, NC
JD CFP® CTFA CIMA
Connemara Group, LLC
Rockville, MD
CFP®
Cook Wealth Management Group LLC
Northampton, MA
CFP®
Cooke Capital, Inc.
Wilmington, NC
CFP®
Cooke Capital, Inc.
Goldsboro, NC
CFP®
Herrmann & Cooke Wealth Management
Danville, CA
CFP®
Cooke Wealth Management, LLC
Newport Beach, CA
CFP®, ChFC
Cook Financial Group
Olathe, KS
JD, CFP®, CDFA
Ameriprise Financial Services, Inc.
Atlanta, GA
CFP®
Mercer Advisors
Santa Barbara, CA
CFP®
Cook and Associates
Manhattan Beach, CA
CFP®, ChLAP
Strategic Financial Management
Greeley, CO
CFP®
Oak Street Advisory Group, LLC
Laguna Beach, CA
CPA/PFS, CFP®
Cooney Financial Advisors Inc
Marlton, NJ
CFP®, CFA
Azure Financial Advisors
Sarasota, FL
CFP®
Securities America, Inc.
Greeley, CO
CFP®, CLU
Ausdal Financial Partners
Fort Mill, SC
CFP®
Greenwood Capital
Greenwood, SC
CFP®
Greenwood Capital
Greenwood, SC
CFP®
Figure 8 Investment Strategies
Boise, ID
MSFS,CFP®,EA
Chris Cooper & Company, Inc.
San Diego, CA
CPA/PFS®, CFP®
The Michael Cooper Group At Amerprise Financial
New York, NY
CPA, PFS, CFP®, CLU®
The Financial Pavilion LLC
Buda, TX
CFP®, CFA®
Fit Financial Consulting LLC
Wenatchee, WA
CFP®
Tim P. Cooper
Corte Madera, CA
CFP®
Safe Harbor Financial Planning
Bronxville, NY
CFP®
Pinnacle Planning Advisors LLC
Lincolnshire, IL
CFP®, CLU
Pittsburgh, PA
CFP®
CUNA Mutual Group
Oak Ridge, TN
CFP®
Savant Capital
McLean, VA
CFP®
McLean Asset Management Corporation
Bedford, NH
CFP®, EA
Attune Financial Planning
San Rafael, CA
CFP®
Merrill Lynch
Montvale, NJ
CFP®
Merrill Lynch
Bloomfield, NJ
CFP®
Ameriprise Financial Services, Inc.
Barrington, IL
CFP®, AIFA®
Barry M. Corkern & Co., Inc.
Little Rock, AR
CFP®
Financial Services Center
Louisville, KY
CFP®
RDM Financial Group
Westport, CT
CFP®, CFA
Burt Wealth Advisors
Rockville, MD
CFP®, EA
Valley National Financial Advisors
Bethlehem, PA
CFP®
Ameriprise Financial
Reading, PA
CFP®
South Texas Money Management, Ltd.
San Antonio, TX
CFP®, CFS,CLTC, CDFA
Fort Lauderdale, FL
CPA, PFS, CFP®
Capital Financial Advisors of NY LLC
Clifton Park, NY
CFP®
John Cortapasso
Garden City, NY
CFP®
MACRO Consulting Group
Parsippany, NJ
CFP®
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®, CPA
WealthCare / Financial Planners, LLC
Aiken, SC
CFP®
BerganKDV/Lifewise
Minneapolis, MN
CFP®
Woodside Wealth Management
Framingham, MA
CFP®
S.E.E.D. Planning Group, LLC
Binghamton, NY
CFP®
The PRISM Group
Jacksonville, FL
CFP®
Cetera Investment Services
Arlington Heights, IL
CFP®
The Retirement Planning Group
Overland Park, KS
CFP®
Exchange Capital Management
Ann Arbor, MI
CFP®
Andrews Advisory Associates, LLC
Honolulu, HI
CFP®
Ronald Blue Trust
Atlanta, GA
CFP®
Morgan Stanley
Durham, NC
CFP®
Per Stirling Captal Management
Austin, TX
CFP®, RLP, CLU, AIF
Coughlin Financial Services, Inc.
Larchmont, NY
MBA, CFP®
Edgemoor Investment Advisors, Inc.
Bethesda, MD
CFP®, CPWA®
Sherwood & Coupe Wealth Management at Morgan Stanley
Grand Rapids, MI
CFP®, ChFC, RFC, AIF
Golden Sands Financial LLC
Stevens Point, WI
CFP®, CLU, ChFC
Money Managers, LTD
Oak Brook, IL
CFP®
Walnut Creek Wealth Management
Walnut Creek, CA
CFP®
Couture Financial, Inc.
Sarasota, FL
CFP®
Dardis Couvillon & Associates
Metairie, LA
CFP®
Cowan Financial Group
Saint Augustine, FL
MS, LUTCF, CFP®,CRPC
ACT Financial Services, Inc.
Tulsa, OK
CFP®
Sandvold & Associates
Plymouth, MN
CFP®
Mergent Group
Dallas, TX
CFP®, CPA retired
Private Ocean
San Rafael, CA
CFP®
Financial Research, Inc.
Issaquah, WA
CFP®
Knightsgate Financial Advisors LLC
Westlake Village, CA
CFP®
Rivertech Tax Preparation, LLC
Pittsburgh, PA
CPA, CFP®, CDFA
Merit Financial Partners, LLC
Redding, CT
CFP®, CRPC®, CeFT®
Personal Financial Advisors
Covington, LA
CFP®
West Financial Services, Inc.
Mc Lean, VA
CFP®
Fetterman Investments
Dallas, TX
CFP®, ChFC, CLU, AEP
Cox Wealth Management, LLC
Chattanooga, TN
CFP®
Quest Capital Management
Dallas, TX
CFP®, AIF
Marie Coyle, CFP
Glen Cove, NY
CFP®, MSFS
Smith, Moses & Company, LLC
Beavercreek, OH
CFP®, ChFC
VALIC
Knoxville, TN
CFP®
Boston Private Wealth LLC
Boston, MA
CFP®
Northern Lakes Financial Services
Alden, MI
ChFC, CFP®
Fiscal Fitness Clubs of America
Parker, CO
CFP®, CFS, CRPC
Ameriprise Financial Services, Inc.
Bella Vista, AR
CFP®, CPA
Craig & Treff Financial Services
Severna Park, MD
CFP®
B Riley Wealth Management
Memphis, TN
CFP®
B Riley Wealth Management
Memphis, TN
CFP®, CFA
Morgan Stanley
Boston, MA
CFP®
Premier Wealth Advisors, Inc
San Diego, CA
CFP®
Mariner Wealth Advisors
Corte Madera, CA
CFP®
Crandell Financial Planning, LLC
Bristol, TN
CFP®, CFA, CLU
Napa Valley Wealth Management
Saint Helena, CA
CFP®, CFA, CLU
Napa Valley Wealth Management
Walnut Creek, CA
CFP®, CSA
Cranfill & Associates Wealth Management
Hooks, TX
CFP®,CPA,ChFC,CLU
Ameriprise
Norwell, MA
CFP®
Delta Community Retirement & Investment Services
Atlanta, GA
CFP®
Investor's Capital Management, LLC
Menlo Park, CA
CFP®
BCK Partners, Inc.
Corning, NY
CFP® CLU CLTC RICP
Northwestern Mutual
Richmond, VA
CFP®, ChFC, CLU
Crystal Brook Advisors
Mt Sinai, NY
CFP®, ChFC, CLU
Crystal Brook Advisors
New York, NY
CFP®
Capitol Financial Advisors
Wellesley, MA
CFP®
Stifel Nicolaus & Co.
Minneapolis, MN
CFP®
Hewins Financial Advisors/Wipfli Hewins Investment Advisors
San Mateo, CA
CFP®, CFA
Triune Financial Partners
Overland Park, KS
CFP®
Wealth Enhancement Group
Jacksonville, FL
MBA, CFP®
Ricker Retirement Specialists
Garland, TX
CFP®
Family Wealth Advisors, Inc.
Orange Park, FL
CFP®
Chicago Wealth Management, Inc.
Chicago, IL
CFP® CRPC
AC Financial Partners
Birmingham, AL
CFP®
Clintsman Financial Planning
Southlake, TX
CFP®
Financial Insights
Tacoma, WA
CFP®, CPA
Odell and Critchley, CPAs
Madison, NJ
CFP®
Sage Financial, LLC
Lancaster, PA
CFP®, EA, MBA
Adap Tax Financial, Inc.
Pleasanton, CA
CFP®, ChFC
Cron Financial Services
Centennial, CO
CFP®,ChFC,CLTC,CRPC
Individual Financial Services, LLC
Manasquan, NJ
CPA, CFP®
BMO Harris Financial Advisors, Inc.
Milwaukee, WI
CFP®
NBS Financial Services, Inc.
Westlake Village, CA
CFP®
Crouch Investment Group. Inc.
Fairfield Glade, TN
CFP®
Ameriprise Financial Services, Inc.
Annapolis, MD
MS, CFP®,ChFC®,RICP®
Edelman Financial Engines
San Antonio, TX
CFP®, ChFC, CLU
Cruice Financial Planning
Westport, CT
CFP®, ChFC, CLU
Cruice Financial Planning
Darien, CT
CFP®
Fidelity Investments
Schaumburg, IL
CFP®
Brunswick Financial LLC
Shallotte, NC
CFP®
UBS
Port Washington, NY
CFP®
UBS
Jericho, NY
AIF, CFP®
Csenge Advisory Group
Clearwater, FL
CFP®, CPA
Cuddy Financial Services
Auburn, NY
CPA/ PFS, CFP®
Culshaw and Company,LLC
Portland, OR
CFP®, CIMA®, RLP®
Cumbie Advisory Services, Inc.
Fort Worth, TX
CFP®, ChFC®
Morgan Stanley
Saint Paul, MN
CFP®
Cummings Wealth Management
Stuart, FL
CFP®
Joel Isaacson & Co, LLC
New York, NY
CFP®,
Cherry Bekaert Wealth Manangement, LLC
Augusta, GA
CFP®
Savant Capital Management
McLean, VA
CFP®
Cunningham Financial Group
Natchitoches, LA
CFP®
Stock Yards Bank & Trust
Louisville, KY
CFP®, EA
Main Street Financial, LLC
Mount Kisco, NY
MBA, CFP®
Marino, Stram & Associates, LLC
Braintree, MA
CPA, CFP®
Cunningham & Associates
Troy, MI
CFP®
Retirement Planning Specialists, LLC
Greenwood Village, CO
CFP®
Prospect Financial Group LLC
Arlington, VA
CFP®
Boston Hill Advisors, LLC
N. Andover, MA
CFP®, CEBS
Currey Financial Consulting, LLC
Edgewater, MD
CFP®
Mercer Advisors
Dallas, TX
CFP®
Mercer Advisors
Grapevine, TX
CFP®
Mercer Advisors
Plano, TX
CFP®
Second Half Strategies
Charlotte, NC
CFP®
Yosemite Capital Management, LLC
Tustin, CA
CFP®, CLTC
KBK Wealth Management
New York, NY
CFP®
Curtis Financial Planning
Oakland, CA
CFP®
LPL Financial
North Reading, MA
CFP®
LPL Financial
North Reading, MA
CFP®, ChFC, CAP, AEP
Wealth Legacy Institute, Inc.
Denver, CO
CFP®, EA
FSP and Associates, LLC
Gaithersburg, MD
CFP®
First Command Financial Services
Frederick, MD
MBA, EA, CSPG, CFP®
Fiscalis Advisory, Inc.
San Juan Capistrano, CA
CFP® CTFA
AAFMAA Wealth Management & Trust
Lake Mary, FL
CFP®
Cetera Advisor Networks, LLC Member, FINRA/SIPC
Albuquerque, NM
CFP®, MBA
Sage Future Financial, LLC
Albuquerque, NM
CFP® AIF®,CRC®
CYRS Wealth Advisors LLC
Rockford, IL
CFP®
Harrison, NY
CFP®
Axiom Financial & Insurance Solutions
Temecula, CA
CFP®, CLU
Ameriprise Financial
Fenton, MO
CFP®, CSA
MFC Wealth Management
Federal Way, WA
CFP® MS
Ashton Thomas Private Wealth
Tucson, AZ
CFP® MBA ChFC MSFS
Ameriprise Financial
Greenwood, SC
CFP®
Providence Wealth Partners
Rocky River, OH
CFP®, RHU, CFS, RFC
Vero Wealth
Carmel, IN
CFP®
Ameriprise Financial Advisors
Edina, MN
CFP®, CLU, ChFC
Lincoln Financial Securities
Richmond, VA
CFP®, CRPC®, CAP™
ASE Financial Advisory Group
Greenville, SC
CFP®
First Foundation Advisors
Irvine, CA
MS-PFP, CFP®, EA
Wealthcare Capital Management, LLC
Decatur, GA
CFP®
Haven Wealth Management
San Francisco, California
CFP®, MBA
Burr Ridge Financial Planning
Burr Ridge, IL
CFP®
Warnick & Cain, LLC
Marietta, GA
CFP®
The Marshall Financial Group, Inc.
Doylestown, PA
CFP®
White Plains, NY
CFP®
Calandra Financial Services
Harriman, NY
CFP®
Eclectic Associates, Inc.
Fullerton, CA
CFP®, MA
Welsh Hills Financial
Newark, OH
CFP®
Pres. and CEO, Shamrock Asset Management
Dallas, TX
CFP®, ChFC
Vector Wealth Management
Minneapolis, MN
CFP®
Calivas & Jovanovic Financial Strategies Group of Wells Fargo Advisors
Surprise, AZ
CFP®, CRPC
Ameriprise Financial Services, Inc.
Chesterton, IN
CFA®, CFP®, CIPM®
The Harbor Group, Inc.
Bedford, NH
MBA, CFP®, CSA, RFC®
Smithtown, NY
CFP®, CPA
Sachetta & Callahan, LLC
Lynnfield, MA
CFA, CFP®
Callahan Financial Planning Company
Omaha, NE
CFA, CFP®
Callahan Financial Planning Company
San Rafael, CA
CFP®
Cue Financial Group Inc
Santa Monica, CA
CFP®
Thrivent Financial
Raleigh, NC
CFP®
Insight Financial Advisors
Santa Ana, CA
CFP®, CRPC
Lincoln Financial Advisors
Chicago, IL
CFP®
Calvert Planning Corporation
Bloomfield Hills, MI
CFP®
Quest Capital Management, Inc.
Dallas, TX
CFP®
Prudential
Cherry Hill, NJ
CFP®
DA Davidson
Vancouver, WA
CFP®
CameronDowning
Miami, FL
MBA, CFP®, CPA
Savant Investment Advisers, Inc.
Homewood, IL
CFP®
Third Millennium Advisors, Inc.
Barboursville, VA
CFP®
ACI Financial, LLC
Pendleton, SC
CFP®
The Planning Center
Tulsa, OK
CFP®
The Advocates
Houston, TX
CFP®
Northern Trust
Scottsdale, AZ
CFP®
Capital Resources, Inc
Manassas, VA
CFP®
Forum Financial Management
Saint Charles, IL
CFP®,CLU,ChFC,APMA
Stoutheart Financial Group
Wichita, KS
CFP®, CLU®, ChFC®
Peters Wealth Advisors
Baton Rouge, LA
CFP®, CLU®, ChFC®
Peters Wealth Advisors
Baton Rouge, LA
CFP®,CLU,ChFC,CLTC
Canavera Financial Group, LLC
Louisville, KY
CFP®, CPWA®
Ameriprise Financial
New York, NY
CFP®
Candura Group, LLC
Braintree, MA
CFP®, MBA
Canella Financial Group
Moon Township, PA
CFP®
Jerry Cangelosi
Montauk, NY
CFP®
Advanced Portfolio Design, LLC
Westford, MA
CFP®, AIF®
Abacus Wealth Partners
Santa Monica, CA
CFP®
Jones, Cannon & Scofield
Dallas, TX
CPA/PFS, CFP®
Investment Advisory Professionals, LLC
Boca Raton, FL
CFP®
Financial Strategies, Inc.
Brookfield, WI
CFP®
Cantrill Financial Group LLC
Frisco, TX
CPA, CFP®
Canty Financial Management, Inc.
Ballston Spa, NY
CFP®
Brunch & Budget
Brooklyn, NY
CFP®
Capasso Planning Partners, LLC
Charleston, SC
CFP®
c/o CPC Financial Planning, Inc
King of Prussia, PA
CFP®
Piermont Wealth Management Inc.
Melville, NY
CFP®
Neponset Valley Financial Partners
Norwood, MA
CFP®
VisionPoint Advisory Group
West Des Moines, IA
CFP®
SFP Wealth
Wellesley, MA
CFP®
Lincoln, MA
CFP®
Burning River Advisory Group
Westlake, OH
CFP®, MBA
United Capital Financial Advisers
Clermont, FL
CFP®, MBA
United Capital Financial Advisers
Paramus, NJ
CFP®, MBA
United Capital Financial Advisers
Huntington, NY
CFP®
Cornerstone Financial Partners
Huntersville, NC
CPA/PFS, CFP®, CRPS®
Ameriprise Financial Services
Montgomery, AL
CPA/PFS, CFP®, CRPS®
Ameriprise Financial Services
Dothan, AL
MBA, CFP®, CRPC®
Sagemark Consulting / Lincoln Financial Advisors
Irvine, CA
CFP®
CSR Financial Services,LLC
Grafton, MA
CFP®
Mentor Capital Management Inc
Chicago, IL
CFP®
Carey Wealth Management
San Ramon, CA
CFP®
Heritage Wealth Management
Houston, TX
CFP®
Edward Jones
Overland Park, KS
CFP®, CFA
District Capital Management
Washington, DC
CFP®
Cetera Advisor Networks
San Diego, CA
CFP®, CFA
Balasa Dinverno Foltz LLC
Itasca, IL
CFP®, ChFC, CLU, APM
Ameriprise Financial Services, Inc.
Vienna, VA
CFP®
Gordon Carlson & Associates
Irvine, CA
CFP®
Carlson Advisory & Wealth Management - Ameriprise Financial Services, Inc.
Columbia, MD
CFP®, ChFC®, CPA
Wealth Management LLC
Omaha, NE
CFP®
Ameriprise Financial Services, Inc.
kalamazoo, MI
CFP®
D. A. Davidson & Co.
Carlsbad, CA
CPA, CFP®, CDFA™
Charlotte, NC
CFP®, ChFC, CLU
Fulcrum Financial Group
Spokane, WA
CFP®
Exencial Wealth Advisors, LLC
San Antonio, TX
CFP®
MJC Advanced Financial Strategies, LLC
Freehold, NJ
CPA, PFS, CFP®, AIF®
Rowland Carmichael Advisors, Inc.
Scottsdale, AZ
CFP®
LPL Financial
Naperville, IL
CFP®
Kassouf & Co, P.C.
Birmingham, AL
CFP®
Rodgers & Associates
Lancaster, PA
CFP® RICP
Vermont Wealth & Retirement, LLC
South Burlington, VT
CFP®
Carnick & Kubik, LLC
DENVER, CO
CFP®
Carnley Financial Planners
Gainesville, FL
CPA, CFP®
W.F. Carothers & Co., LLC
Fairfield, CT
CPA, CFP®
NGC Financial, LLC
Bayside, NY
CFP®, ChFC, CLU
Infinitas, LLC
Overland Park, KS
CFP®, CPA, PFS
Carpenter Financial Services
Johnstown, PA
CFP®
Carper Wealth Management, LLC
Alpharetta, GA
CPA, CFP®, AIF®
Petersen Hastings Investment Management
Kennewick, WA
CFP®
Woodridge, IL
CFP®
Carreras Financial Services, Inc
West Palm Beach, FL
CFP®, ChFC
DMJ Wealth Advisors, LLC
Greensboro, NC
CFP®
Wealth Enhancement Group
Jacksonville, FL
CFP®
Carr Financial Services
Lake Forest, CA
CFP®
Mussett Wealth Management
North Greenbush, NY
CFP®
Efficient Wealth Management LLC
The Woodlands, TX
CLU, ChFC, CFP®
M & T Bank
Glenwood, NY
CFP®, ChFC, CLU, CRP
Carr Financial Group
Worcester, MA
CFP®
Gould Asset Management, LLC
Claremont, CA
CFP®
Congers, NY
CFP®, CRPC®, APMA®
Ameriprise Financial
Daytona Beach, FL
CPA, PFS, CFP®
Joe A. Carson & Associates
Gallatin, TN
CFP®, ChFC®, CLU®
Carter Financial Management
Dallas, TX
CFP®
Carter & Carter Financial
Eugene, OR
MS, CPA/PFS, CFP®
Carter Asset Management, Inc.
Abilene, TX
CFP®
Pathways Advisory Group
Fresno, CA
CFP®
UBS Financial Services
Newport Beach, CA
CFP®,MBA,ChFC®,CLU®
Ameriprise Financial Services, Inc.
Round Rock, TX
CFP®
First Tennessee Bank
Nashville, TN
CFP®
Westlake Financial Advisors LLC
Westlake Village, CA
CFP®
LPL Financial
Plantation, FL
CFP®
Malvern, PA
CFP®
Capital Bank
Henrico, VA
CFP® JD
Burke & Casserly, P.C.
Albany, NY
CFP®, ChFC®, APMA®
Amerprise Financial
St Louis Park, MN
CFP®
Merrill Lynch
El Paso, TX
MSFS, CFP®
Paragon Wealth Strategies, LLC
Jacksonville, FL
CFP®,CRPC®, AAMS®
Financially Wise Women
Los Angeles, CA
CFP®
Marin Wealth Advisors
Oakland, CA
CFP®
Catanzaro's Insurance & Fin. Svcs.
Ambler, PA
CFP®
Canandaigua National Bank & Trust
Pittsford, NY
CFP®
Saint Louis, MO
CFP®
Solutions / LPL Financial
San Jose, CA
CFP®, ChFC, CLU, AIF
Houston Financial Center
Houston, TX
CFP®
Lake Grove, NY
CFP®, CKA®, RICP®,
Thrivent Financial
Fort Collins, CO
CFP®
Ameriprise Financial Services, Inc.
Mandeville, LA
CFP®, CIMA
Ceaser Capital Management, LLC
Dearborn, MI
CFP®
Ceaser Capital Management, LLC
Dearborn, MI
CFP®
Trendline Capital Management
Richmond, VA
MBA, CFP®
Triton Financial Planning Group
Red Bank, NJ
CFP®
Integrity Wealth Consultants
Utica, MI
CFP®
RS Crum, Inc.
Newport Beach, CA
CFP®
Simplicity Wealth Management
Glen Allen,
CFP®, CRPC®, CIMA®
Merrill Lynch
Ridgefield, CT
CFP®
Cerini & Associates, LLP
Bohemia, NY
CFP®
Fort Lauderdale, FL
CFP®
Chacko-Hertz Financial Solutions
Tucson, AZ
CFP®, CIMA
Morgan Stanley Private Wealth Management
Scottsdale, AZ
CFP®
KHC Wealth Management
Overland Park, KS
CFP®
Chadwick & D'amato, LLC
New London, NH
CFP®
Financial & Bus Consultants
Swansea, IL
CFP®
Your LIfe Inc
Indianapolis, IN
CFP®, AWMA®
The Chamberlin Group
Saint Louis, MO
CFP®
Tampa, FL
CFP®
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
EA, CFP®
Crossroads Planning
Orange, CA
CFP®
Morgan Stanley
Honolulu, HI
CPA, CFP®
Chapel & Collins, LLC
Fort Collins, CO
CFP®
Oppenheimer & Co. Inc.
Scottsdale, AZ
CFP®
USAA Wealth Management
San Antonio, TX
CFP®
Provident Capital Management, Inc.
Carmel, IN
CFP®
Kenner, LA
CFP®
Chappell Financial Group
Atlanta, GA
CFP®
Kenneth E. Charlton, CFP®
Irvine, CA
CFP®, ChFC®, AAMS®
Edward Jones
Mount Shasta, CA
MBA, CFP®, AIF
The Barnett Group
Memphis, TN
CFP®
Prosperity Wealth Planning
Long Beach, CA
CFP®,MBA,CA
Marshall Chawla & Associates
Vienna, VA
CPA CFP® CRC
John Checki CPA CFP CRC
Richardson, TX
CPA, CFP®
Kades & Cheifetz LLC
Radnor, PA
CFP®
Falcon Wealth Planning
Ontario, CA
CFP®
Falcon Wealth Planning
Pasadena, CA
CFP®
Insight Financial Strategists, LLC
Waltham, MA
MS, CFP®
Chen Financial Group, LLC
Belmont, CA
CFP® ChFC® CLU® CASL
Twin Peaks Wealth Management, LLC
Salt Lake City, UT
CFP®, CFA
Westridge Wealth Strategies
Palo Alto, CA
CFP®
Blue Ocean Global Wealth
Gaithersburg, MD
CFP®
Pavlov Financial Planning
Arlington, VA
CFP®
Independence Investment Assoc & Serv
Livonia, MI
CFP®, RFC
Wellspring Consulting
San Jose, CA
CFP®
Life Plans Financial
Santa Barbara, CA
CFP®, CPA/PFS
Sutter Hill Ventures
Redwood City, CA
CFP®
Anchor Capital Management, LLC
Ithaca, NY
CPA, CFP®
MDC Financial Consulting, LLC
Washington Township, NJ
CFP®
Troy Chesnut & Associates, Inc.
Odessa, TX
CFP®
Buckingham Strategic Wealth
Fairfax, VA
CFP®
Buckingham Strategic Wealth
Middleburg, VA
CFP®, CFS, CSA, RFC
Estate Solution Planners Inc.
Erie, PA
CFP®
Glen Chester & Associates
granada hills, CA
CFP®
Brighton Financial Planning
Clinton, NJ
CFP®
Pinnacle Advisory Group
Miami, FL
CFP®
Wealthplan Advisors Group
Saint Louis, MO
CFP®, CPA, PFS, AIF®
Chichester Financial Group LLC
Phoenix, AZ
CFP®, PMP
Value Growth Institute
Thousand Oaks, CA
CFP®, EA, CSA
Generations Tax and Wealth Management, LLC
Myrtle Point, OR
CFP®
FirstWave Financial
Satellite Beach, FL
CFP®
Childers Financial Planning
Bridgeport, WV
CFP® CRPC®
Ameriprise Financial Services, Inc.
Louisville, KY
CFP®
Sharkey, Howes & Javer, Inc.
Denver, CO
CFP®, MSFM
Synergy Wealth Advisors, LLC - An Independent Firm
Dallas, TX
CFP®
Childs Financial Services
Charlestown, MA
CFP®
DNT Financial, LLC
Lake Forest, CA
CFP®
Boston Retirement Advisors, LLC
Guilford, CT
CFP®
Boston Retirement Advisors, LLC
Guilford, CT
CFP®, MPAS®, AWMA®,
Utopia Wealth Management, LLC
Coconut Creek, FL
CFP®
Petersen Hastings Investment Management
Kennewick, WA
CFP®, CRPC®
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
Fort Myers, FL
CFP®
George Chobany, CFP®
Spreckels, CA
CFP®
Wealth and Business Advisors, LLC
Travelers Rest, SC
CFP®
Mariposa Capital Management, LLC
Los Angeles, CA
CFP®
Plans to Prosper, LLC
Wexford, PA
CFP®
Midland States Bank
Effingham, IL
CFP®, CDFA®
Waddell & Reed
Campbell, CA
CFP®
Southfield, MI
CFP®
GPC Financial
Hacienda Heights, CA
CFP®
Spinnaker Investment Group, LLC
Newport Beach, CA
CFP®, ChFC®, MBA
Advanced Wealth Advisors
Naples, FL
CFP®
Quantum Financial Planning
Spokane, WA
CFP®
Ameriprise Financial
San Marino, CA
CFP®
LPL Financial
Claremont, CA
J.D., CFP®.
Capital Financial Planning Group
Houston, TX
CFP®, CFS, MBA
Ameriprise Financial Adv
East Hartford, CT
CFP®, CPA
Oxford Financial Partners
Denver, CO
CFP®
Christo Financial Planning
Omaha, NE
CFP®
The Glenmede Trust Company, N.A.
Philadelphia, PA
EA,CFP®,ChFC
Chryssostomides Financial Services, Inc.
Lancaster, CA
CFP®, CFA, CPA
TwoTalents Capital Management
Pasadena, CA
CFP®
WealthKeel LLC
Philadelphia, PA
CFP®
Professional Portfolio Mgmt
Camp Hill, PA
CFP®, AIF®
Act Two Financial Advisors
Bay City, MI
CFP®
DHJJ Financial Advisors
Naperville, IL
CFP®
Charles Stephen & Company, Inc.
Albuquerque, NM
CFP®
Capital Insights Group of WNY
Buffalo, NY
CFP®, CLU
Drexel University College of Medicine
Conshohocken, PA
CFP®, CLU, MBA
The Chancellor Group, Inc.
Atlanta, GA
CFP®
The Chancellor Group Inc.
Atlanta, GA
CFP®
Edward Jones
San Antonio, TX
CFP®
Clark & Chamberlin LLC
Pittsburgh, PA
CFP®
Clark & Company Wealth Management
Hamburg, NY
CFP®
Halpern Financial, Inc.
Ashburn, VA
CFP®
Meritas Wealth Management, LLC
Larkspur, CA
CFP®
Boyer & Corporon Wealth Mgmt, LLC
Overland Park, KS
CFP®, CDFA
Summit Private Wealth Management
Colleyville, TX
CFP®, CPA/PFS, ChFC
Clark Planning & Investment Advisory
Birmingham, AL
CFP®
Leesburg, VA
CFP®, CIMA®
Comprehensive Wealth Partners
Worthington, OH
CFP®
Woodlands Wealth Builders
The Woodlands, TX
CFP®, CRPC®
Acropolis Investment Management, LLC
St. Louis, Missouri
CLU,ChFC,MSFS,CFP®
MitchellClark & Company
Brenham, TX
CFP®
The Windsor Group, Ltd.
Indianapolis, IN
CFP®, EA
Clark Company
Severna Park, MD
CFP®
Nicollet Investment Advisors, Inc.
Minneapolis, MN
CFP®, EA
Clark Financial Planning Services LLC
Coconut Creek, FL
CFP®
Clayton Financial Services, Inc.
Topeka, KS
CFP®, CLU
Clayton Financial Services, Inc.
Topeka, KS
CFP®, EA
Wisdom Wealth Strategies
Denver, CO
CFP®
Emerald Retirement Planning Group, Inc.
Stony Point, NY
CFP®
Ameriprise Financial Services, Inc.
Irvine, CA
CFP®
Horst & Graben Wealth Management
Lake Oswego, OR
CPA, CFP®
Redwitz Wealth Management Group
La Jolla, CA
CFP®, CDFA™
BKD Wealth Advisors, LLC
Springfield, MO
CFP®
Vigilant Capital Management
Portsmouth, NH
CFP®
Bragg Financial Advisors
Charlotte, NC
CFP®
Milestone Financial Planning LLC
Bedford, NH
CFP®
Clintsman Financial Planning
Southlake, TX
CFP®
Ameriprise Financial Services, Inc.
Campbell, CA
CFP®
Close Financial Services, Inc.
Las Vegas, NV
CFP®
Kirkland, WA
CFP®
Clute Wealth Management LLC
Plattsburgh, NY
CFP®
Clute Wealth Management LLC
South Burlington, VT
CFP®
Clyde Financial Planning
Charlotte, NC
CFP®
Wells Fargo Advisors
McLean, VA
CFP®, ChFC, CDFA
Stonebridge Financial Group
San Rafael, CA
CFP®
Ione H. Cockrell Insurance & Financial Services
Columbia, SC
CFP®
Darrow Wealth Management
Concord, MA
CFP®
Darrow Wealth Management
Boston, MA
CFP®
Codrea Financial Services
Westerville, OH
CFP®
Chapel Hill Investment Analysts, Inc.
Greensburg, PA
CFP®
Prudent Financial LLC
Cedar Knolls, NJ
CFP®
Lubbock, TX
CFP®
Coe Financial Services, Inc.
Wichita, KS
CFP®
Coelho & Callahan
Aldie, VA
CPA/CFF,CFP®,CVA
Westminster, CO
CFP®
Financial Connections Group, Inc.
Berkeley, CA
CFP®
Financial Connections Group, Inc.
San Francisco, CA
CFP®
Financial Connections Group, Inc.
Corte Madera, CA
JD, CFP®
Summit Financial Strategies, Inc.
Columbus, OH
CFP®
Austin Asset Management
Georgetown, TX
CPA, CFP®, CIMA
Wealth Advice and Management, LLC
Lake Success, NY
CFP®
Cohen Investment Advisors
Bedford, NH
CFP®, CRFA
Wealth Enhancement & Preservation
Alpharetta, GA
CFP®
RW Baird
Alpharetta, GA
CFP®, ChFC, CIMA®
CG Financial Services
Haslett, MI
CFP®
Laurence Financial Planning LLC
Danvers, MA
CFP®, CLU, AEP
CF Services Group, Inc.
Gaithersburg, MD
CFP®, CFS
Ameriprise Financial Services, Inc.
Vineland, NJ
CFP®
Stifel, Nicolaus & Company, Inc.
Hauppauge, NY
CFP®
Sage Financial Group
Conshohocken, PA
CFP®
Sage Financial Group
West Conshohocken, PA
CFP®
Clifton, NJ
CFP®
Seamount Financial Group Inc.
Colorado Springs, CO
CFP®, AIF®
Colarossi & Williams
Islandia, NY
CFP®
Coldsmith and Associates, Ameriprise Financial Services, Inc.
Mobile, AL
CFP®
Cole Insurance & Fin. Services
Brea, CA
CFP®
Cole Financial Solutions
Pleasanton, CA
CFP®
Calder & Colegrove Investment Group
Suwanee, GA
CFP®
Calder & Colegrove Investment Group
Suwanee, GA
CFP®
CAPTRUST Financial Advisors
Apex, NC
CFP®
CAPTRUST Financial Advisors
Apex, NC
CFP®
Valic
Overland Park, KS
CFP®
Clarity Wealth Development
Corvallis, OR
CFP®
One Degree Advisors
San Diego, CA
CFP®
Level Financial Advisors
Buffalo, NY
CFP®
SYM Financial Advisors
Midland, MI
CFP®, CRPC®
Merrill Lynch
Wayne, PA
CFP®
Bruce Colin
Rancho Palos Verdes, CA
CFP®
Tobias Financial Advisors
Plantation, FL
CFP®, CEBS
Cornerstone Financial Advisors
Clifton Park, NY
CFP®, AIF®, CKA®
Collie Financial Planning, Inc.
Black Mountain, NC
CFP®, AIF®, CKA®
Collie Financial Planning, Inc.
Black Mountain, NC
CFP® AIF® AEP®
Collier Financial Solutions, Inc
Mount Dora, FL
CFP®
Duxbury, MA
CFP®
Collier, Sustainable Wealth Management
Seattle, WA
CFP®, AAMS
Edward Jones
Sarasota, FL
CFP®, CLU, ChFC
Bronfman E. L. Rothschild
Delafield, WI
CFP®, CIMA®, CPWA®
Chapel & Collins, LLC
Fort Collins, CO
CFP®
Edward Jones
Venice, FL
CFP®, MBA
Legacy Planning Advisors, LLC
Arlington, VA
CFP®, CPM®, CRPC®
Morgan Stanley Wealth Management
New York, NY
CFP®
Colman Knight Advisory Group, LLC
Carlisle, MA
CFP®, MBA
Colson Financial Group, Inc.
Bellingham, WA
CFP®,ChFC®,CLU®,CKA
OakShield Financial Group
East Syracuse, NY
CFP®
Ameriprise Financial Services Inc.
Irvine, CA
CFP®
Strategic Financial Planning
Ossining, NY
CFP®
Mercer Advisors
Boulder, CO
CFP®
King Wealth Planning, Inc.
Campbell, CA
CFP®, MBA
Bragg Comer Financial Advisors, LLC
Plano, TX
CFP®
McNellis & Asato
Bloomington, MN
CFP®, CTFA
UMB Financial Services
Springfield, MO
CFP®, AIF®
Premier Wealth Management
Brentwood, TN
CPA, CFP®
Frobenius Conaway & Co PC
Greenbelt, MD
CFP®
UBS Financial Services, Inc
Red Bank, NJ
CFP®
Windgate Wealth Management
Chicago, IL
CFP®, MBA
Blue Water Wealth, Inc.
Portland, OR
CFP®
Landmark Wealth Management, LLC
Melville, NY
CPA/PFS, CFP®
Conger Wealth Management
Little Rock, AR
CFP®
Apropos Financial Planning
Rush, NY
CFP®, CRPC
Doubleday Conley, LLC
Metairie, LA
CFP®, MBA
Legacy Financial Group
Des Moines, IA
CFP®, MSFP
United Capital - NSV
Winchester, VA
CFP®
North American Management Corporation
Boston, MA
CFA, CFP®
Versant Capital Management, Inc.
Phoenix, AZ
CFP®
Lumen Financial Group
Langhorne, PA
CFP®
AVZ Wealth Management, LLC
Hauppauge, NY