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®
Ronald Blue Trust
Holland, MI
CFP®, CPWA®
Morgan Stanley
Los Gatos, CA
MBA, CFP®
Summit Financial Strategies, Inc.
Amherst, NY
CFP®
HD Vest Investment Services
Aurora, CO
CFP®, CDFA™, CAS®
XPYRIA Investment Advisors
Pittsburgh, PA
CFP®
Faehner Financial Planning
Avon, OH
CFP®
Ann B. Fagan & Associates
Davis, CA
CFP®
Hoover Financial Advisors
Malvern, PA
CFP®
Hoover Financial Advisors
Malvern, PA
CFP®, ChFC®, CRPC®
Ameriprise Financial Services, Inc.
Hurst, TX
CFP®, MS, MBA
Mission Wealth
Santa Barbara, CA
CFP®
Madison Financial Planning Group
Syracuse, NY
CFP®
Sovereign Financial Group, Inc.
New York, NY
CFP®
Asset Planning Corporation
Knoxville, TN
CFP®
Ameriprise Financial Services
Rochester, NY
CFP®
Success Tax & Financial
Henderson, NV
CFP®, CPA, CDFA
Catharine Fairley Planning Group LLC
Frederick, MD
CFP®
Boulay
Eden Prairie, MN
CFP®, EA, CDFA
Satori Financial LLC
Seattle, WA
CFP®
Aqua Capital Advisors
Los Angeles, CA
CFP®,ChFC,AAMS,LUTCF
Retirement & Estate Advisors, Inc.
Fort Collins, CO
CFP®
NEN Financial, Inc
Monroeville, PA
CFP®
Trust Advisory Group, Ltd.
Haverhill, MA
CFA, CFP®, EA
Sound Financial Solutions, Inc
Princeton, NJ
CFP®
Harold Davidson & Associates, Inc
Los Angeles, CA
CFP®
Financial Abundance, LLC
Westminster, CO
CPA, CFP®, PFS
FG & G Financial Services, LLC
Danvers, MA
CFP®
Financial Management Network, Inc
Mission Viejo, CA
MBA, CFP®
Farrell Financial Inc.
Thousand Oaks, CA
CFP®
Endeavor Financial Planning
Sacramento, CA
CFP®
Endeavor Financial Planning
Davis, CA
CFP®
Rosemont Financial Group
Albany, NY
CFP®
Waller Financial Planning Group, Inc.
Columbus, OH
CFA, CFP®
Aspiriant
Cincinnati, OH
CFP®
Baystate Financial Services
Wellesley, MA
CFP®
Mercer Putney Financial
Walnut Creek, CA
CFP®
Spectrum Advisors
Addison, TX
CFP®
Landmark Wealth Management, LLC
Melville, NY
CFP®, ChFC®
LPL Financial
Knoxville, TN
CFP®, CPA, MST
Y.D. Financial Services, Inc.
Brentwood, TN
CFP®, CPA, MST
Y.D. Financial Services, Inc.
Canton, MI
CFP®
SunTrust Bank, Nashville
Nashville, TN
CFP®
Cornerstone Capital Advisors
Uniontown, OH
CFP®
Cetera Financial Specialists
Easton, PA
CFP®
Empire Asset Management Group
Albany, NY
CFP®
Essex Capital Management, LLC
Lynnfield, MA
CFP®, PFS, CPA
JMF Financial Services, LLC
Tempe, AZ
CFP®
College Aid Specialist
Commack, NY
CFP®
Fein Advisors
Cincinnati, OH
CFP®
Tradition Capital Management, LLC
Summit, NJ
CFP®
EF Financial
Charlestown, MA
CFP®, CLU
Andrew Feldman Associates, Inc.
Woodbury, NY
CFP®, CSA
Wechter Feldman Wealth Management, Inc.
Parsippany, NJ
CFP®
Leonetti & Associates, LLC
Buffalo Grove, IL
CFP®
Feldman Wealth Advisory, LLC
Sarasota, FL
CFP®
Stonecrest Partners LLC
San Juan, PR
CFP®, CLU®
Ameriprise Financial
Hurst, TX
CFP®, RMA®, RICP®
Sensible Money, LLC
Pawleys Island, SC
CFP®
Securities America, Inc.
Spokane, WA
CFP®
Pure Financial Advisors, Inc.
San Diego, CA
CFP®, CLU, ChFC
Carolina Capital Consulting, Inc.
Charlotte, NC
CFP®, ChFC, MBA
TAMMA Capital
Commerce Township, MI
CFP®
T. Fenn Financial Planning
Chapel Hill, NC
CFP®
Quest Capital Management, Inc.
Dallas, TX
CFP®
Your Wealth Partners
Decatur, GA
CFP®, ChFC®, AIF
Pivotal Financial Advisors, LLC
Fort Worth, TX
CFP®
Financial Concepts
Columbus, MS
CFP®
UBS Financial Services, Inc.
Lake Oswego, OR
CFP®
Allgen Financial Advisors
Orlando, FL
CFP®, MBA
Fernandez Financial Advisory, LLC
Los Alamitos, CA
CPA/PFS,CFP®, CLU
Asset Management Advisors, Inc.
Houston, TX
CFP®
LPL Financial
Port Charlotte, FL
CFP®, CPWA®,
US Trust, Bank of America Private Wealth Management
Miami, FL
CFP®
ProVise Management Group, LLC
Clearwater, FL
CFP®
Partners for Planning, LLC
Edison, NJ
CFP®
Wingate Wealth Advisors
Lexington, MA
CFP®,ChFC,CLU,REBC
C-Solutions/Lincoln
Campbell, CA
CFP®
Ferriss Financial Strategies
Saint Louis, MO
CFP®
AdvisorNet
St. Louis Park, MN
CFP®
FSA Advisors, LLP
Indianapolis, IN
CFP®
Feucht Financial Group, LLC
Fond Du Lac, WI
Financial Planner
RoseStone Financial Group
Shreveport, LA
Financial Planner
RoseStone Financial Group
Shreveport, LA
CFP®
Odyssey Personal Financial Advisors
Roswell, GA
CFP®
Stratos Wealth Partners
Westport, CT
CFP®
Stratos Wealth Partners
Norwalk, CT
CFP®
Delta Financial Group
Portland, OR
CFP®
Cetera Advisor Networks, LLC
Saint Charles, IL
CFP®
Comprehensive Retirement Solutions
Carmel, IN
ChFC, CFP®
Chatham Capital Group, Inc.
Savannah, GA
CFP®
j. fierstein Financial Advisors
Westborough, MA
CFP®, CRPS®
Clearview Wealth Management, LLC
Irvine, CA
CFP®
Francisco A Figueroa CPA CFP LLC
Sandia Park, NM
CFP®
Ameriprise Financial Services, Inc.
Export, PA
CFP®
Ameriprise Financial Services, Inc.
Export, PA
CFP®, CPTX, PA
George Edward Filepp CFP CPTx PA
Bridgewater, NJ
CFP®
Roosevelt Wealth Management
New York, NY
CFP®
New Paltz, NY
CFP®, CKA
Financial Advisory Corporation
Grand Rapids, MI
CFP®
RFC Financial Planners
Ann Arbor, MI
CFP® CDFA™ CCPS®
Financial Planning Solutions, LLC
Newton, MA
CFP® , CFA
Raymond James & Associates
Ridgeland, MS
CFP®
Sterling Retirement Resources, Inc.
Golden Valley, MN
CFP®
Center For Financial Affairs, Kms Fin.
Freeland, WA
CFP®
Waddell & Reed, Inc.
Santa Monica, CA
MS, CFP®, AEP, CDFA
Finley Wealth Management, LLC
Estero, FL
CFP®, CRPC
Synovus Trust Company
Columbus, GA
CFA, CFP®
Virtue Asset Management
Barrington, IL
CFA, CFP®
Virtue Asset Management
Chicago, IL
CFP®
New Dimensions Wealth Management
Allen, TX
CFP®,CRPC®,FLMI
United Capital Financial Advisers
Glen Arm, MD
CFP®
McCarthy & Cox
Marysville, OH
CFP®
Capital Advisory Services, LLC
West Chester, OH
CFP®
Finn Wealth Management
Boston, MA
CFP®
Strategic Planning Associates, LLC
Peckville, PA
CFP®, ChFC,CLU
brian fischer
annandale, NJ
CFP®
Shelley Fischer, CFP® Financial Wellness and Life Planning
New York, NY
CFP®
Fischer Investment Strategies LLC
Westlake Village, CA
CFP®
Innovative Financial Solutions
Bloomington, IN
CFP®, CFA
Gerstein, Fisher & Associates, Inc.
New York, NY
CFP®
Wells Fargo Plaza
Tacoma, WA
CFP®
Bluestone Wealth Partners
Columbus, OH
CFP®
Independent Wealth Management, LLC
Traverse City, MI
CFP®
PNC Wealth Management
Doylestown, PA
CFP®
Fisher Financial Strategies
Cambridge, MA
CFP®, MPAS
Fisher Financial Advisors, LLC
Hanover, NH
CFP®, MPAS
Fisher Financial Advisors, LLC
Hanover, NH
CFP®
Fish and Associates Financial Services
Memphis, TN
CFA, CFP®
LPL Financial
Baltimore, MD
CFP®
Beacon Hill Investment Advisory
Columbus, OH
CFP®
Fitch Financial Advisors LLC
San Francisco, CA
CFP®
Bridgeworth, LLC
Birmingham, AL
CFP®
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
CFP®
Pinnacle Financial Group
Western Springs, IL
CFP®
Ameriprise Financial Services, Inc
Rockford, IL
CFP®
Silverleaf Financial
Napa, CA
CFP®
Kennesaw, GA
CFP®, CPA
Aspiriant
San Francisco, CA
CFP®, CPWA®, CIMA®
Morgan Stanley
Boston, MA
CFP®
Tax & Financial Group
Newport Beach, CA
CFP®, EA
Morris Planning Associates, Inc.
Morris Plains, NJ
CFP®
FP Wealth Management, Inc
Lincoln, NE
CFP®
MainStreet Financial Planning
Burlingame, CA
CFP®, CRPC®, APMA®
Ameriprise Financial Services, Inc.
Asbury, IA
MBA, CFP®
Fleishel Financial Associates
De Land, FL
CFP® CLU CRPC
Lincoln Financial Advisors
Orlando, FL
CPA, CFP®, PFS, CFA
Fleming Wealth Management
Johns Creek, GA
CFP®
Lodestar Financial Planning
Colorado Springs, CO
CFP®
Cetera Advisors Network
San Diego, CA
CFP®
Armstrong, Fleming & Moore, Inc.
Washington, DC
CFP®, ChFC
Financial Resources Mgmt Corp
Santa Fe, NM
CFP®, MBA
BlueSky Wealth Advisors, LLC
New Bern, NC
CFP®
Wealth Enhancement Group
Northbrook, IL
CFP®, CLU, ChFC, AEP
Northwestern Mutual
Charlotte, NC
CFP®, CIMA
Bay Capital Advisors, LLC
Virginia Beach, VA
CFP®, CRPC
Ameriprise Financial Services, Inc.
Avon, OH
CFP®
Nancy Flint-Budde CFP
Salem, NY
CFP®, CPA
Faribault, MN
CFP®
Lane Florence LLC
Folsom, CA
CFP®, CLU®, CPA
Florian Financial Group LLC
Williamsville, NY
CFP®
United Capital Financial Advisers, LLC
Carlsbad, CA
CFP®
Abaris Financial Group
Concord, MA
CFP®
Flynn Advisory Group, LLC
Cranford, NJ
CFP®
Northwestern Mutual Wealth Management Company
San Francisco, CA
CFP®, ChFC, CLU, AEP
Auburn, AL
CFP®
Ameriprise Financial Services, Inc.
San Diego, CA
CFP®
Seattle, WA
CFP®, CDFA
Fredericksburg Financial Planning Svcs
Fredericksburg, VA
CFP®
First Command Financial Services
Camp Springs, MD
CFP®,CRPC® ,RICP(R)
Moors & Cabot
Scottsdale, AZ
CFP®, Pharm.D., ChFC
Planned Wealth Consultants
Torrance, CA
CFA, CFP®
Bank of Hawaii
Honolulu,
CFP®, MS
Fontaine Financial Group
Ocala, FL
CFP®
Crooked Tree Capital Advisors
Petoskey, MI
CFP®
Covenant Wealth Advisors
Williamsburg, VA
CFP®
Covenant Wealth Advisors
Glen Allen, VA
CFP®
Foote Financial Inc.
Cherry Hill, NJ
CDFA, CFP®, MBA, RIC
Ameriprise Financial Services, Inc.
Marietta, GA
CFP®, CLU, ChFC,CASL
Ameriprise Financial Services, Inc.
Colorado Springs, CO
CFP®
Morgan Stanley
Bloomfield Hills, MI
CFP®
AnchorPoint Financial
Fayetteville, AR
CFP®, CPA, PFS
Sullivan Bille, Pc
Tewksbury, MA
CFP®
Fordham Financial Services, Inc
Snellville, GA
CFP®, NAPFA-Regst
CF Financial Planning Solutions, Inc.
Mesa, AZ
CFP®
Strategic Stewardship
Woodstock, GA
CLU,ChFC,CFP®,CTFA
Arlene R. Foreman
Fort Myers, FL
CFP®, CRPC®, CDFA(R)
Robinswood Financial
Kirkland, WA
CFP®, CDFA™
R.I.C.H. Planning Group LLC
West Orange, NJ
CFP®, FBS®
Northstar Financial Planning
Windham, NH
CFP®
Fortner Financial Services, Inc.
Lees Summit, MO
CFP®, CPWA
Empyrion Wealth Management, Inc.
Roseville, CA
CFP®,
Practical Financial Solutions
Huntsville, AL
CFP®, CLU, ChFC
Foster Financial Services
Georgetown, TX
CFP®
Highlands Ranch, CO
CFP®
AIM Financial Consulting Group, Inc.
San Diego, CA
CFP®
American Wealth Management
Reno, NV
CFP®
Charles Schwab
FORT WORTH, TX
CFP®
Retirement Strategies, Ltd.
Dublin, OH
CFP®, CDFA™, MBA
First Republic Private Wealth Management
Boston, MA
CFP®
Fountain Financial Advisors
Cumming, GA
CFP®
Fountain Financial Advisors
Alpharetta, GA
CFP®, EA
SFM Financial Advisors LLC
Vancouver, WA
CFP®
Fox Financial Services Inc
White Plains, NY
CFP®
New York, NY
CFP®, ChFC®, RICP®
Blue Bell Private Wealth Management
Blue Bell, PA
CFP®, CLU, ChFC
Ameriprise Financial Services, Inc.
Waterloo, IA
CFP®, CLU, ChFC
Ameriprise Financial Services, Inc.
Hiawatha, IA
CFP®
South Texas Money Management, Ltd.
Austin, TX
JD, CFP®
FJY Financial, LLC
Reston, VA
CFP®, EA
Next Gen Financial Planning
San Diego, CA
CFP®
Foxworthy Wealth Advisors
FORT WAYNE, IN
CFP®, AIF®, RLP®
HIGHLAND Financial Advisors, LLC
Wayne, NJ
CFP®
Ameriprise Financial, Inc.
Andover, MA
CFP®
Fragasso Financial Advisors
Pittsburgh, PA
CFP®
Fragomeni Financial Management
Saratoga Springs, NY
CFP®, AIF®
Asset Advisory Services, Inc.
Jupiter, FL
CFP®, AIF®
Financial Life Advisors
San Antonio, TX
CFP®
Hudson Advisory Group, LLC
New York, NY
CFP®, CDFA, CES
Francis Financial, Inc.
New York, NY
CFP®
Tobias Financial Advisors
Plantation, FL
CFP®
Ameriprise Financial Franke Miller Group
West Des Moines, IA
CFP®
Metis Wealth Advisory Group
Lake Oswego, OR
CFP®, MBA
A&I Financial Services LLC
Englewood, CO
CFP®, CRPC
Merrill Lynch
Chambersburg, PA
CFP®, MBA
Better Financial Education
Roseville, CA
CFP®/RCPA/EA/CWS/AIF
Franklin Wealth Advisors, Inc.
Urbana, IL
CPA, CFP®
JLFranklin Wealth Planning
Larkspur, CA
CFP®
MetLife Resources
Commack, NY
CFP®
Wells Fargo Advisors
Cincinnati, OH
CFP®
Houston Asset Management Inc
Houston, TX
CFP®
Frazier Financial Consultants
Somers, NY
CFP®, ChFC, CLU
Global Financial Private Client, LLC
Sarasota, FL
CFP®, ChFC®, AIF®
Shoemaker Financial
Germantown, TN
CFP®, AIF®
Communitas Financial Planning
San Francisco, CA
CFP®
Guillaume & Freckman, Inc.
Palatine, IL
CLU, ChFC, CFP®
PRIME Retirement Asset Mgt., Inc.
Poughkeepsie, NY
CFP®, CPA
JRF Asset Advisors, LLC
New York, NY
CFP®, CPA/PFS, CDFA™
Debra B. Freedman
Miami, FL
CFP®
Freedman Financial
Peabody, MA
CFP®, CPA
Peak Financial Advisors
Denver, CO
CFP®
Financial Alternatives, Inc.
La Jolla, CA
CFP®, CHfC
Morse Capital Partners
Richmond, VA
CFP®
Frehner Wealth Management
Irvine, CA
CFP®, CPA
Triton Financial Planning Group Inc.
Red Bank, NJ
CFP®
Freitag Financial Group, LLC
Charlotte, NC
CFP®, CPA
Thrivent Financial
Camp Hill, PA
CFP®
Agape Long Term Care
Campbell, CA
CFP®
Raymond James Financial Services, Inc.
West Palm Beach, FL
CFP®, CPA
Mark C. Frey and Associates L.L.C.
Louisville, KY
CFP®
Lakeside Advisors, Inc. (Securities Offered Through KMS Financial Services, Inc)
Seattle, WA
CFP®
CIBC Atlantic Trust
Chicago, IL
CFP®
Financial Management Concepts
Winter Springs, FL
CFP®
Financial Management Concepts
Winter Springs, FL
CFP®
Cumming, GA
CFP®
CFRP
Fairlawn, OH
CFP®
Financial Consultants Grp
Glen Ellyn, Retired
CFP®
JNBA Financial Advisors
Bloomington, MN
CFP®, EA, MS, PMP
Savvy Outcomes Inc.
Tucson, AZ
CFP®
Spectrum Financial Management
San Rafael, CA
CFP®
United Planners Financial Services
Melbourne, FL
CFP®
AJF Financial Services
New York, NY
CFP®
Clermont Wealth Strategies ofFulton Bank
Lancaster, PA
CFP®, ChFC®, CRPC®
Friedman Financial, LLC
Berwyn, PA
CFP®
Private Ocean
San Rafael, CA
CFP®, CDFA, MBA
Central Park Financial Planning
New York, NY
CFP®, CDFA, MBA
Central Park Financial Planning
White Plains, NY
CFP®, CDFA, MBA
Central Park Financial Planning
New York, NY
CFP®
Altavista Wealth Management Group
Asheville, NC
CFP®
Friedrichs Financial Alliance, LLC
Mesa, AZ
CFP®, ChFC®
R Friend Financial
Manhattan Beach, CA
CFP®
Greenbriar Financial Services, Inc.
Houston, TX
CFP®, CWS, EA
Allied Financial Management LLC
Coto de Caza, CA
CFP®, CMT
The Advocates
Houston, TX
CPA, PFS, CFP®
FRISCH FINANCIAL GROUP, INC.
Tampa, FL
CPA, PFS, CFP®
FRISCH FINANCIAL GROUP, INC.
Melville, NY
CPA, PFS, CFP®
FRISCH FINANCIAL GROUP, INC.
New York, NY
CPA/PFS,CFP®,AIF,PPC
Alliant Wealth Advisors
Prince William, VA
CFP®
Morgan Stanley
Houston, TX
CFP®, CPA
Accredited Investors, Inc.
Edina, MN
CFP® RICP®
Balanced Financial Planning, Inc.
Overland Park, KS
CFP®
Voyager Capital Management, LLC
Lake Geneva, WI
CFP®
Wells Fargo Advisors
Pensacola, FL
CFP®, RICP®, ChFC®
Retirement Theory
Clifton Park, NY
JD, MBA, CFP®
Frye Financial Center
Aventura, FL
CFP®, CeFT, RLP
Glenayr Family Advisors LLC
Brightwood, VA
CFP®
Ameriprise Financial
West Des Moines, IA
CFP®
Fuchs Financial Planning
Berwyn, PA
JD, LLM, CFP®
Ifrah Financial Services, Inc.
Little Rock, AR
CFP®, ChFC®, CRPC®
Ameriprise Financial Services, Inc.
Pasadena, CA
CFP®
NorthAvenue LLC
Columbus, OH
CFP®
SageVest Wealth Management
McLean, VA
CFP®
Fulfer And Associates
Garland, TX
CFP®, CFS, CRPC®
Mechanicsburg, PA
CFP®
EldenStreet Financial
Herndon, VA
CFP®,CPA,ChFC,CLU
Fullen Financial Group, Inc.
Columbus, OH
CFP®, ChFC
Financial Strategies
Longview, WA
CFP®
Milestone Financial Planning
Bedford, NH
CFP®
Fullerton Advisors, LLC
San Ramon, CA
CFP®
Fuller Wealth Advisors, Inc.
Richmond, VA
CFP®, MBA
CooksonPeirce Wealth Management
Akron, OH
CFP®
Savings Coach
Troy, MI
CFP®
Fure Financial Corporation
Bloomington, MN
CFP®
Beratung Advisors
Canonsburg, PA
CFP®
Beratung Advisors
Pittsburgh, PA
CFP®, CLU
Capital Point Financial Group
Sarasota, FL
CFP®
Furlong Financial Inc..
Cramerton, NC
CFP®
Pathways To Wealth, LLC
Roslyn Heights, NY
CFP®
The Furstner Group, Inc.
San Ramon, CA
CFP®
HBKS Wealth Advisors
Stuart, FL
CFP®, RFC
Haas Financial Services, Inc.
Southfield, MI