CFP®
The Falcon Financial Group, LLC
Morristown, NJ
CFP®
Horizon Planning, Inc.
New York, NY
CFP®, ChFC
Allstate Financial Services
Kettering, OH
CFP®
Freestone Capital Management
Seattle, WA
CFP®
D'Souza Financial Strategies
Frederick, MD
CFP®
First Command Financial Services
El Paso, TX
CFP®, CRPS®, CEP
Savant Capital
Peoria, IL
CFP®
Gen Y Planning LLC
Austin, TX
CFP®
Life After Grief Financial Planning
Orlando, FL
CPA/PFS, CFP®
JFS Wealth Advisors, LLC
Hermitage, PA
CFP®, CMFC, MBA
Ameriprise Financial Advisors
Brookfield, WI
CFP®, JD, MBA
Dalton Wealth Management
West Chester, OH
CFP®
Wealth Management Associates
Eagle, ID
CFP®, CPM, CRPC, AAM
Ameriprise Financial Services, LLC
Old Saybrook, CT
CFP®, ChFC, CLU
KB Financial Partners, LLC
Point Pleasant Beach, NJ
CFP®, CMFC®
Accumulus Financial Group, LLC
Columbia, SC
CFP®, CRPC®
Daniel Financial Management Group, LLC
Hackensack, NJ
CFP®, CFA, CMT, EA
The Advisory Firm, LLC
Alpharetta, GA
CFP® CRPC® EA
Wealth Guardian Group
Gilbert, AZ
CFP®
Brand Asset Management Group
Chesterfield, MO
CFP®
Danison & Associates, Inc.
Columbus, OH
MBA, CFP®
Oak Street Advisory Group
Laguna Beach, CA
CFP®
Ameriprise Financial Services, LLC
Fort Worth, TX
CFP®
Northstar Financial Planning, Inc
Windham, NH
CFP®
Graham Capital Wealth Management
Sarasota, FL
CFP®
Dardis Couvillon & Associates
Metairie, LA
JD, CFP®, AEP®
Baystate Financial
Boston, MA
CFP®, CFA, RICP, EA
Das Financial Health
Newark, DE
CFP®, CFA, RICP, EA
Das Financial Health
Dover, DE
CFP®, CFA, RICP, EA
Das Financial Health
Newark, DE
CFP®, CFA
Copperwynd Financial
Scottsdale, AZ
CFP®, CLU, ChFC
Wealth Analytics
San Diego, CA
CFP®, ChFC®, CLU®,
Ameriprise Financial Mary Davenport-Yant
Bowling Green, OH
CFP®, CLTC
Kentucky Planning Partners
Louisville, KY
CFP®, ChFC, AEP,RFC
MassMutual New York State
New Hartford, NY
CFA, CFP®
MND Wealth Management, LLC
Ann Arbor, MI
CFP®
Morgan Stanley
Columbia, SC
CFP®
Fruition Advisors LLC
Berkeley, CA
CFP®
National Christian Foundation Carolinas
Charlotte, NC
CFP®, MBA
Limestone Wealth Management
Louisville, KY
CFP®, CPA
Linscomb & Williams
Houston, TX
CFP®
Mariner Wealth Advisors
Scottsdale, AZ
CFP®
Mentor Capital
Chicago, IL
CFP®, CPA
Davis Financial Management, Inc.
Leawood, KS
CFP®, CRPC
Davis Wealth Advisors
Bedford, NH
CFP®
Strategic Financial Concepts, Inc.
Wichita, KS
CFP®
Financial Compass
Eden Prairie, MN
CFP®
Niehaus Financial Services LLC
Cincinnati, OH
CFP®, AIF®, PPC™
Troxell Financial Advisors
Springfield, IL
CFP®
Mosher Financial Advisors, LLC
Lafayette, CA
CFP®
Day & McGuire,P.C.
Neosho, MO
CFP®, EA
Riverchase Wealth Management, LLC
Flower Mound, TX
CFP®,CRC,AIF
Deane Retirement Strategies, Inc., A Registered Investment Advisor
New Orleans, LA
CFP®
Raymond James Financial Services
Phoenix, AZ
CFP®, CPA, RICP®
Laurette M. Dearden, CPA, CFP
Laurel, MD
CFP®
Cornhusker Bank Wealth Management
Lincoln, NE
CFP®, CFA, MBA
MD Wealth Management, LLC
Chelsea, MI
CFP®
Royer Financial Services, Inc
Newport, VT
CFP®
DeCesare Retirement Specialists
Marlton, NJ
CFP®
DeCesare Retirement Specialists
Philadelphia, PA
CFP®
6 Meridian LLC
Wichita, KS
CFP®, CFS®
Dechtman Wealth Management
Centennial, CO
CFP®
Level Financial Advisors
East Amherst, NY
CFP®, CPA, EA
Green & Deckert LLC
Lubbock, TX
CFP®
Robert W. Baird & Co. Incorporated
Dallas, TX
CFP®, CFA
Deeringer Wealth Management, LLC
Sacramento, CA
CFP®
US Financial Services, LLC
Fairfield, NJ
CFP®, CPA, CEPA, MBA
Diamond Wealth Advisors
Carlisle, PA
CFP®, RICP® CLU®
Equity Services, Inc.
Marlton, NJ
CFP®, MBA
Summit Financial Advisors, LLC
Doylestown, PA
CFP®
DeHollander Financial Group
Greenville, SC
CFP®
Advanced Retirement Design, LLC.
Dublin, OH
CFP®, EA
Meredith Dekker Financial Services, LLC
Chandler, AZ
CFP® & MPAS(sm)
Del Gallo Financial Services, LLC
Avon, CT
ChFC, CLU, CFP®
Northwestern Mutual
Downers Grove, IL
CFA®, CFP®
Capital Endurance Group
Cary, NC
CFP®, ChFC, CLU
Concierge Financial Organization, Inc.
Tampa, FL
CFP®
Edward Jones
Northville, MI
CFP®, CDFA
SFMG Wealth Advisors, LLC
Plano, TX
CFP®
Montis Financial
Waltham, MA
CFP®
Insight Financial Advisors
Santa Ana, CA
ChFC, CLU, CFP®, MSF
Main Street Financial
Kingston, NY
CFP®
Ameriprise Financial Services, LLC
Elmsford, NY
CFP®
United Asset Strategies, Inc.
Garden City, NY
M.S., CFP®, AAMS®
DeLuca Financial Services, LLC
Hilliard, OH
CFP®
Ameriprise Financial Services, LLC
Princeton, NJ
CFA, CFP®
Forza Wealth Management
Sarasota, FL
CFP®
ProEquities, Inc.
Yorba Linda, CA
CFP®
Demers Financial Planning
North Andover,
CFP®
Demming Financial Services Corp
Aurora, OH
CFP®
Demming Financial Services Corp.
Aurora, OH
CFP®
Dempsey Wealth Management LLC
San Antonio, TX
MBA, CFP®
Halbert Wealth Management
Austin, TX
CFP®, AIF®, CRPS®
Wealthspring Financial Partners, LLC
Parsippany, NJ
CFP®
Ameriprise Financial Services, LLC
Franklin, MA
CFP®
Retirement Consultant Services
Fort Lauderdale, FL
CFP®, CRPC®
DeRose Financial Planning Group
Chicago, IL
CFP®
Lake Grove Tax Preparation and Advisory Services
Lake Grove, NY
CFP®, ADPA®
Partnership Wealth Management
Towson, MD
JD, CFP®
Ifrah Financial Services, Inc.
Hot Springs, AR
CFP®
Peter DeSantis & Company
El Paso, TX
CFP®
Descant Financial Partners, LLC
Alexandria, LA
CFP® (Canada & USA)
RBC Financial Planning
Montreal, QC
CPA CFP®
Desmond Wealth Management, Inc.
Walnut Creek, CA
CFP®
Running Point Capital Advisors
El Segundo, California
CFP®, CPA
Winding Trail Financial Planning, LLC
Lafayette, CO
CFP®
Bond&Devick Wealth Partners
St. Louis Park, MN
CFP®
De Vivo Financial Group, A Financial Advisory Practice of Ameriprise
Huntington, CT
CFP®
De Vivo Financial Group, A Financial Advisory Practice of Ameriprise
Stratford, CT
CFP® MBA ChFC® CPWA®
Dew Wealth Management
Scottsdale, AZ
CFP®
Rockland Trust
Providence, RI
CFP®
Trinity Wealth Management
West Chester, OH
CFP®, MS, ChFC, CLU
Chapel View Private Wealth Group, Ameriprise Financial Services, Inc
Cranston, RI
CFP®
Oatley & Diak LLC
Parker, CO
CFP®, AIF®
Stella Secunda Partners
Brecksville, OH
CFP®
Fresco Financial Advisers LLC
Indianapolis, IN
CFP®
Advisory Services Financial LLC
Lancaster, PA
CFP®
Premier Wealth Advisors, LLC
New York, NY
CFP®
DICKHOLTZ HEALTH & WEALTH
Carefree, AZ
CFP®, ChFC
Sapiat Asset Management, LLC
Greeneville, TN
CFP®
Kruse Dicus & Associates LLP
Evansville, IN
CFP®, EA, MBA
Didion Wealth Management
Colorado Springs, CO
CFP®
East Texas Wealth Planning Advisors, Inc.
Tyler, TX
CFP®
Goddard Financial Planning
Seattle, WA
CFP®
Wells Fargo Advisors
Rancho Palos Verdes, CA
CFP®, ChFC, MBA
Marathon Financial Strategies
Grayson, GA
CFP®
Dignum Financial Partners
Fort Worth, TX
CFP®
Kaylin Dillon Financial Planning LLC
Lawrence, KS
CFP®
Mercer Advisors
Radnor, PA
CFP®
Domani Wealth
Reading, PA
CFP®
Impact Fiduciary LLC
Glendale, CA
CFP®
Dingman Financial Services
Midlothian, VA
CFP®, CRPC, MSFS,
Procarian Wealth Advisors
Kennesaw, GA
CFP®ChFC®AIF®MBA
DiNuzzo Wealth Management
Beaver, PA
CFP®
American Portfolios
Pittsford, NY
JD,CFP®
Curio Wealth, LLC
Annapolis, MD
CFP®
Slate Disharoon Parrish & Associates
Knoxville, TN
CFP®
Greenwood Capital
Greenville, SC
CFP®, AWMA®, CRPC®
Cleveland Financial Group
Westlake, OH
CFP®
Waypoint Wealth Management
Timonium, MD
CFP®
Watercolor Financial
Austin, TX
CFP®
The Colony Group
Bethesda, MD
CFP®
UBS Financial Services, Inc.
Dallas, TX
CFP®
Dolan Capital Advisors Inc
Charlotte, NC
CFP®, AIF®
Linden Financial Group
Amesbury, MA
CFP®
Vision Financial Planning
New York, NY
CPA, CFP®
Dollinger Management, Inc.
Salem, OR
MS, CFP®
PDS Planning, Inc.
Dublin, OH
CFP®
Domask Wealth Management
Phoenix, AZ
CFP®, CPWA®, CPA
Raymond James Financial Services, Inc.
Saint Petersburg, FL
CFP®,ChFC,CLU,MSFS
Springwater Wealth Management, LLC
Lake Oswego, OR
CFP®/ChFC/CLU/MBA/JD
Financial Management Network, Inc
Mission Viejo, CA
CFP®
Asset Advisors, LLC
Ferndale, WA
CFP®, ChFC
The Pinnacle Financial Group
MONROE, NC
MS, CFP®
Torrey Pines Bank
Beverly Hills, CA
CFP®, CLU®
Mosaic Capital Management, LLC
Winston Salem, NC
CFP®
KJ Donnelly Planning LLC
New York, NY
CFP® CIMA® ChFC®
Quabbin Advisors, LLC
Amherst, MA
CFP®
3GenWealth
Scottsdale, AZ
CFP®
Delta Financial Group, Inc.
Basking Ridge, NJ
CPA/PFS, CFP®, APMA®
Narrow Path Financial Inc
Fort Collins, CO
CFP®
Dorman Financial Management PA
Maitland, FL
CPA MSBA CFP®
Dorn Financial
San Diego, CA
CFP®
Dorsey Wealth Management
Torrance, CA
CFP®
Wealthspire Advisors
New York, NY
CFP®
Rowling & Associates LLC
San Diego, CA
CFP®
Proctor Financial
Sherborn, MA
MBA, CFP®, AEP©
Dougherty Wealth Management, LLC
Dallas, TX
CFP®, CPA, PFS
Wealth Management Strategies, LLC
Post Falls, ID
CFP®, CIMA®
Northeast Planning Associates, Inc.
Bedford, NH
CFP®
Integra Wealth Advisors, LLC
Houston, TX
CFP® MSF ChFC® AIF®
WealthSpring
Long Beach, CA
Ph.D., CFP®
D.M. Wealth Management, Inc.
Norman, OK
CFP®
Dowd Financial Planning
Montclair, NJ
CFA, CFP®, CIMA®
Alliance Global Partners
Hilton Head, SC
CFP®
Downey, Haab & Murphy, PLLC
Millerton, NY
CFP®
Stronghold Wealth Management
Tampa, FL
CFP®, CLU
Amerprise Financial Services, LLC
Ann Arbor, MI
CFP®
Endeavor Wealth Advisors
Beachwood, OH
CFP®
Doyle & Associates
Richardson, TX
CFP®
Freedom Trail Financial, LLC
BOSTON, MA
CFP®, RLP®
Marin Financial Advisors
Larspur, CA
CFP®, ChFC, CRPC
Commonwealth Retirement Advisors
Richmond, VA
CFP®, MPAS®
Simmons Bank
Springfield, MO
CFP®, J.D., LL.M.
Webster Private Bank
Hartford, CT
CFP®
Needham Advisory Corp.
North Andover, MA
MBA CFP® CLU
Driscoll Financial
Plymouth, MA
CFP®
Peak Financial Consulting
Bloomington, MN
CFP®, CPA/PFS, CMA
James L Druffner CPA PC
Park City, UT
CFP®
WSECU Investment Management
Pullman, WA
CFP®, ChFC, MS
Insight Wealth Partners, LLC
Plano, TX
MBA, CFP®, RFC, AEP®
Dube & Associates
Las Vegas, NV
CFP®
The Mather Group
Lafayette, CA
CFP®
Greystone Financial Group LLC
Virginia Beach, VA
CFP®
Black Diamond Planners
Downers Grove, IL
CFP®
Private Client Asset Management
Garden City, NY
CFP®, MBA
Jersey Shore Financial Advisors LLC
Tinton Falls, NJ
CFP®
Planned Financial Security
Haines City, FL
CFP®, MSBA, AIF®
Pure Financial Advisors, Inc.
San Diego, CA
CPA, CFP®
Westbrooks Dugger & Westbrooks
Richardson, TX
CFP®
Retirement Fiduciary Group, LLC
Andover, MA
CFP®
TDK Financial Group
Seal Beach, CA
CFP®
Clayton Wealth Partners
Topeka, KS
CFP®
Clayton Wealth Partners
Lawrence, KS
MBA,CPA,CFA,CFP®,PFS
Savant Wealth Management
Chicago, IL
MBA,CPA,CFA,CFP®,PFS
Savant Wealth Management
Santa Fe, NM
CFP®
Selah Financial Services
Friendswood, TX
CFP®
Financial Partners Group
Overland Park, KS
CFP®
Dunlap & Associates Wealth Management
Peachtree City, GA
CFP®
Freedom Wealth Management
Orlando, FL
CFP®
Robert W. Baird & Co.
Grass Valley, CA
CFP®, CLU
WM Durham Associates LLC
Tallahassee, FL
CFP®
Towneley Capital Management, Inc.
Laguna Hills, CA
CFP®
Towneley Capital Management, Inc.
Huntington Beach, CA
CFP®, AEP®
RTD Financial Advisors
Philadelphia, PA
CFP®
Front Range Financial
Centennial, CO
CFP®, ChFC, MSFS,CLU
Old Castle Financial Advisors
New York, NY
CFP®, CPWA®, AEP®
Bayview Private Wealth
Destin, FL
CFP®, CLU ®, APMA™
Legacy Private Wealth Group
Edina, MN
CFP®
Legacy Financial Strategies
Leawood, KS
CFP®, CLTC®, RICP®
Ameriprise Financial Services, LLC
Portland, OR
CFP®
Harvest Financial Advisors
West Chester, OH
CFP®
Money Matters with Ken Moraif
Plano, TX
CFP®
Optimal Wealth Strategies
Augusta, GA
CFP®
Ameriprise Financial Services, LLC
Maryville, IL
CFP®
Ashton Thomas Private Wealth
Tucson, AZ
CFP®
Willow Creek Wealth Management, Inc.
Sebastopol, CA
