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®
Integra Wealth, LLC
Chattanooga, TN
CFP®, MSFS, CFBS
Coastal Financial
Dartmouth, MA
CFP®
Ameriprise Financial
Pensacola, FL
CFP®
Baskins Hoetger Wealth Management
Sacramento, CA
ChFC,CLU®,CRPC®,CFP®
Hoff, Bujnoch & Assocs
Cincinnati, OH
CFP®
IPI Wealth Mgmt, Dallas
Dallas, TX
MBA, CFP®
Clear Perspectives Financial Planning
Cincinnati, OH
CFP®, CRPC, ChSNC
Merrill Lynch
Frederick, MD
CFP®, ChFC, CLU,CASL
GuideStream Financial, Inc.
Jackson, MI
CFP®, ChFC, CLU,CASL
GuideStream Financial, Inc.
Jackson, MI
CFP®, AIF®
H Financial Management
Canonsburg, PA
CFP®, CFA
Integral Financial Solutions, LLC
San Francisco, CA
MBA, CFP®, RLP®
Orion Wealth Advisors
Lexington, MA
CFP®, CPA
Johnson & Hoffman P.C.
Wichita Falls, TX
CFP®
Ameriprise Financial Services, Inc.
Bradenton, FL
CFP®
J/M Financial Advisers Inc
Trumbull, CT
CFP®
Princor Financial Services Corporation
Albany, NY
CFA®, CFP®, CIMA®
Morgan Stanley Wealth Management
Palo Alto, CA
CFP®, CPA
Cornerstone Advisers
Lombard, IL
CFP®, CFA
Hogan Financial Management LLC
Milwaukee, WI
CFP®, RFC, MS
H Financial Management
Canonsburg, PA
CFP®
Allegheny Financial Group Ltd.
Pittsburgh, PA
CFP®
Vanguard Group
Phoenix, AZ
CFP®
The Planned Approach
Kansas City, MO
CFP®
Nationwide Financial Network
Houston, TX
CFP®
Holcombe Financial, Inc.
Atlanta, GA
CFP®, CFS
Cornerstone Financial
Lafayette, IN
CFP®
Holguin & Sy Wealth Management
Walnut Creek, CA
CFP®
Optimum Investment Advisors
Chicago, IL
CFP®, CFBA
Abacus Planning Group, Inc.
Columbia, SC
CFP®, CFA, JD
Ameriprise Financial Services
Palm Beach Gardens, FL
CFP®
Hollander & Associates, LLC
Cincinnati, OH
CFP®, CRPC®, ADPA®
Financial Connections Group, Inc.
Corte Madera, CA
CFP®, CRPC®, ADPA®
Financial Connections Group, Inc.
San Francisco, CA
CFP®, CRPC®, ADPA®
Financial Connections Group, Inc.
Berkeley, CA
CPA/PFS, CFP®,AAMS
Optimal Wealth & Investments, Inc.
Naperville, IL
CFP®, ChFC, CLU
Holland Financial Services, Inc.
Athens, GA
CFP®
The Philadelphia Group
King Of Prussia, PA
CFP®
Holland Financial Inc.
Lakewood, CO
CFP®
Conger Wealth Management
Little Rock, AR
MD, CFP®
Open Window Financial Solutions, Ltd.
Reno, NV
CFP®
Sterling Wealth Advisors
Houston, TX
CFP®
Litman Gregory Asset Management LLC
Larkspur, CA
CFP®
TCI Wealth Advisors, Inc.
Denver, CO
CFP®, MS,CMFC, AIF®
Signature Estate & Investment Advisors
Los Angeles, CA
CFP®
Holmes Financial Services, Inc.
Blytheville, AR
CFP®,ChFC®,CLU®,CRPC
First Republic Investment Management
San Francisco, CA
CFA, CFP®
Weatherly Asset Management
Rancho Santa Fe, CA
CFP®, CRPC®, MBA
Holmquist Wealth Management
Cerritos, CA
CFP®
Investment & Resource Planning
Fairfax, VA
CFP®
Beacon Trust
Morristown, NJ
CFP®, MBA
Lifestages Financial Solutions
Overland Park, KS
CFP®
Malta, NY
CFP®
Armstrong, Fleming & Moore Inc.
Washington, DC
CFP®
Willowbrook Income Tax
Willowbrook, IL
CFP®, CPA
Wealth Building, Inc.
Dallas, TX
MBA, CFP®, CDFA
Holzwarth Financial Services
Las Vegas, NV
CFP®
Diversified Management, Inc.
Milwaukee, WI
CFP®,ChFC, CLU, CASL
MetLife
Indianapolis, IN
CFP®
Hook Law Center, P.C.
Virginia Beach, VA
CFP®
Wayne, NJ
CFP®
Bridgewealth Advisory Group, LLC
Fresno, CA
CFP®, CPA
K W Hoopes & Associates, Inc CPAs
Minerva, OH
CFP®, ChFC®, CLU®
Bamboo Wealth Strategies
San Diego, CA
CFP®
Janney Montgomery Scott
Uniontown, PA
CFP®
Hoover Financial Advisors, P.C.
Malvern, PA
CFP®
TruBridge Wealth Advisors
Portland, OR
CFP®, CPA/PFS
Verus Financial Partners
Richmond, VA
CFP®, CFA
Hopwood Financial Services
Reston, VA
CFP®
Pathfinder Planning LLC
Lake Wylie, SC
CFP®
Ameriprise Financial, Inc.
Portland, OR
CFP®
Quality Financial Concepts
Maryville, TN
CFP®
Ameriprise Financial Services, Inc.
Pleasantville, NY
CFP®
Evensky & Katz/Foldes Financial Wealth Management
Coral Gables, FL
CFP®
AXA Advisor, LLC
Woodbury, NY
CFP®
USBank Private Wealth Management
Minneapolis, MN
CFP®
FSC Securities Corporation
Torrance, CA
CFP®
Appreciate Personal Finance
Palo Alto, CA
CFP®
Future Planning Systems, Inc.
Eugene, OR
CFP®
J.P. King Advisors, Inc.
Walnut Creek, CA
CFP®, ChFC®, AIF®
LPL Financial
Naperville, IL
CFP®, ChFC®, CRPC®
Meadows Wealth Advisors
Camas, WA
CFP®
Horvath Wealth Management
Miami, FL
CFP®
Civista Wealth Management
Urbana, OH
CFP®
Loveland, OH
CFP®
Ameriprise Financial
Orlando, FL
CFP®
Ameriprise Financial
Winter Garden, FL
EA, CFP®, AIF®
Hosler Wealth Management LLC
Scottsdale, AZ
EA, CFP®, AIF®
Hosler Wealth Management LLC
Prescott, AZ
CFP®
Palm Beach Gardens, FL
ChFC, CFP®
Everence Financial Advisors
Kidron, OH
CFP®
First Command Financial Services
Fort Worth, TX
CFP®, EA
Carrie Houchins-Witt Tax & Financial Services
Coralville, IA
CFP®, CKA®
Guide Financial Group
Urbandale, IA
CFP®
ING Financial Partners
Clinton, MO
CFP®, AIF
Lincoln Investment
Waltham, MA
CFP®
Morgan Stanley Wealth Management
Richmond, VA
CFP®
Ameriprise Financial Services, Inc.
Lewisville, TX
CFP®, CFS
Frazier Financial Advisors
Dublin, OH
CFP®
SeaCure Advisors LLC
Lexington, KY
CFP®
Wealth By Design
Basalt, CO
CFP®, CPA
Howard Financial Services
West Chester, OH
CFP®, JD
Ameriprise Financial Services, Inc.
Gainesville, VA
CFP®, CPA
Nancy J Howard
Newport Beach, CA
CFP®
Noyes Group, LLC
Elgin, IL
ChFC®, CFP®
William Howard & Co. Financial Advisors, Inc.
Memphis, TN
CFP®, MBA
Ameriprise Financial
Gainesville, VA
CFP®
Silver Oak Advisory Group
Portland, OR
CFP®, CPA
Gilbert, AZ
CFP®
Bedel Financial Consulting, Inc.
Indianapolis, IN
CFP®
G. Dulany Howland Advisory Corporation
Dallas, TX
CFP®, AIF
United Capital Financial Advisers
Shepherdstown, WV
CFP®
Verde Wealth Group
Houston, TX
CFP®
Cohonesto Financial
Addison, TX
CFP®
Morgan Stanley
Mc Lean, VA
CFP®, CRPC®, CDFA®
Jeter Hrubala Wealth Strategies
Spartanburg, SC
CPCU, ARM, CFP®
MAD Financial Planning
Wyomissing, PA
CFP®, CPA, CFA
Echo Wealth Management, LLC
Plymouth, MN
CFP®
Creative Financial Services, Inc.
Colorado Springs, CO
CFA, CFP®
Radix Financial, LLC
Oklahoma City, OK
CFP®
Huber Financial Advisors, LLC
Lincolnshire, IL
CFP®
Barrett Financial Services
Chico, CA
CFP®
HWA Financial Group
Ellicott City, MD
CFP®
First Minnetonka Investment Center
Minnetonka, MN
CFP®
BAR Financial LLC
Mechanicsburg, PA
CFP®, MST, CDFA™
United Capital Private Wealth Counseling
North Wales, PA
CFP®, ChFC®, CLU®
Ameriprise Financial
Greenville, SC
CFP®,CFS, CRPC,ChFC
Ameriprise Financial Services
Birmingham, AL
CTFA, CISP, CFP®
Open Road Wealth Management
Kearney, MO
CFP®
Victory Independent Planning, LLC
Camas, WA
CFP®
RoseRock Wealth Management, LLC
Dallas, TX
CPA,PFS,CFP®,CLU®,
Lakeshore Wealth Advisors, LLC
Houston, TX
CFP®, CFA
MyICON
Kirkland, WA
CFP®
Edward Jones
Stillwater, OK
CPA, CFP®
Bay Point Wealth Management
Annapolis, MD
CFP®
BHJ Wealth Advisors
Gig Harbor, WA
CFP®
Ameriprise Financial Services, Inc.
McAllen, TX
CFP®, CFA
Saint Augustine, FL
CFP®
C. G. Hughes Company, LLC
Bay Shore, NY
CFP®, MBA
Keel Point, LLC
Chattanooga, TN
CFP®
Investment Centers of America
Taylor, TX
CFP®, MBA
Hughes Financial Services, LLC
Herndon, VA
CFP®
Hughes Warren, Inc.
Oklahoma City, OK
CFP®
LPL Financial
North Tonawanda, NY
CFP®, ChFC
Ameriprise Financial Services, Inc.
Holland, MI
CFP®
Polaris Financial, Inc.
Diamond Bar, CA
CFP®, CEP, EA
Mission Hills Financial
San Diego, CA
CFP®
Hull Wealth Management
Murfreesboro, TN
MBA, CFP®, CFA, CAIA
Financial Architects, LLC
Woodstock, GA
CFP®, CPA PFS, AIF®
Starfire Investment Advisers, Inc.
Southfield, MI
CFP®
Bahl & Gaynor Investment Counsel
Cincinnati, OH
CFP®
George M. Hiller Companies LLC
Atlanta, GA
CFP®
Sentinel Financial Planning, LLC
Edgewater, MD
CFP®, MBA
Hiley Hunt Wealth Management
Omaha, NE
CFA, CFP®
Applied Capital Management, Inc.
Londonderry, NH
CFP®, ChFC, CIMA
Advisory Group of San Francisco
San Francisco, CA
CFP®
Summit Wealth Group
White River Junction, VT
CFP®
Mission Viejo, CA
CFP®
Hurley Wealth Management Grp
Burlingame, CA
CFP®
LPL
Fort Mill, SC
CFP®
MPC Advisers
Brookfield, WI
CFP®, MBA
Lifetime Capital Management
Englewood, CO
CFP®, CIMA®, EA, MSc
Husami & Associates
Fullerton, CA
CFP®
NEXT Financial Group, Inc
Ravena, NY
CFP®
JNBA Financial Advisors
Bloomington, MN
CLU, ChFC, CFP®
Outlook Financial Group, LLC
The Woodlands, TX
MBA, CFP®, MS, CWS®
First Allied Advisory Services, Inc - San Diego, CA
The Woodlands, TX
CFP®
Yellowstone Trust Administration
Glendale, AZ
CFP®
Ameriprise Financial Services, Inc.
San Antonio, TX
CFP® MS-PFP AEP AIFA
The Wealth Conservatory
Bedford, NH
CFP® MS-PFP AEP AIFA
The Wealth Conservatory
Lebanon, NH
CFP®
Hutchinson & Ziegler Financial Advisors
San Rafael, CA
CFP®
BST & Co. CPAs, LLP
Slingerlands, NY
CFA, CFP®
Sailer Financial, LLC
Brentwood, TN
CFP®
HFM Advisors
Los Angeles, CA
CFP®
DMJ Wealth Advisors, LLC
Greensboro, NC
CFP®
Ameriprise Financial Services, Inc.
Columbia, MD
CFP®
AIG VALIC
grafton, OH
CFP®
HearthStone | Private Wealth Management
San Diego, CA
CFP®
Hyre Personal Wealth Advisors
Columbus, OH
CFP®,CLU,ChFC,AEP
Lincoln Financial Advisors
Edina, MN
CFP®
Ameriprise Financial Services, Inc.
Rhinebeck, NY
CFP®
Cereus Financial Advisors
Franklin Lakes, NJ
CFP®
Hillsborough, NJ
CFP®, MBA
Danbury, CT
CFP®
Ameriprise Financial
Saint Louis, MO
CFP®, APMA®
Ameriprise Financial Services, Inc.
Arden Hills, MN
CFP®, EA
Financial Planning Dept., Inc
Long Beach, CA
CFP®
Hackett Financial Group LLC
Wimberley, TX
CFP®
Madison Wealth Management
Cincinnati, OH
CFP®
Greenwood Village, CO
CFP®
Independent Wealth Management
Traverse City, MI
CFP®
Marietta Wealth Management
Marietta, GA
CFP®
Shepherd Financial Partners
Winchester, MA
CFP®
Nicollet Investment Management, Inc.
Minneapolis, MN
CFP®
Edward Jones
Carlinville, IL
CFP®, CWS®
D. A. Davidson & Co.
Sandpoint, ID
CFP®
SunTrust Investment Services, Inc.
Palm Beach, FL
CFP®
Steve P Hagan & Associates
Mexico, MO
CFP®
San Diego, CA
CFP®
UBS Financial Services
Jamestown, NY
CFP®, CFA
Hagen Financial
Minnetonka, MN
CFP®
Infinity Wealth Alliance
Apple Valley, MN
CFA, CFP®
Destination Wealth Management
Walnut Creek, CA
CFP®, AEP®
Granite State Retirement Planning, Inc.
Bedford, NH
CFP®
LifeSTAGE Wealth Management
Hopkins, MN
CFP®, ChFC
Cleveland Financial Group
Mansfield, OH
CFP®
WWA Planning & Investments
Columbus, IN
CFP®
SC Parker and Co., Inc.
Williamsville, NY
CFP®
Future Benefits Corporation
Bingham Farms, MI
CFP®
Retirement Advisors, Inc.
Mobile, AL
CFP®
Financial Strategies Corp
Albany, GA
CFP®
Haisman Wealth Management, Inc.
Fort Myers, FL
CFP®, CLU, ChFC
Mass Mutual
San Antonio, TX
CFP®
Marin Capital Management
Novato, CA
CFP®, AIF®
DLK Investment Management
Solana Beach, CA
CFP®, AIF®
DLK Investment Management
San Diego, CA
CFP®, JD, AIF®
Advanced Wealth Management
Portland, OR
CFP®, AIF®
Advanced Wealth Management
Portland, OR
CFP®
Raymond James Financial Services
Colorado Springs, CO
MBA, CFP®
Alix-Marie Hall, MBA, CFP®
New York, NY
CFP®
Waddell & Reed, Inc.
Southlake, TX
CFP®,CRPC
Best Times Financial Planning
Rochester, NY
MSFP, CFP®,AIFA
Hallett & Associates, P.S.
Port Angeles, WA
CFP®
Beacon Wealthcare
Raleigh, NC
CFP®
Lynchburg Wealth Management
Lynchburg, VA
CFP®
Alaska Permanent Capital Management
Anchorage, AK
CFP®
AIS Planning
Saint Cloud, MN
CPA/PFS, CFP®
Davis and Associates
Houston, TX
CFP®, ChFC
Cumbrian Financial Stewardship
Sandia Park, NM
CFP®
Hallmark Financial, LLC
Tucson, AZ
CFP®, AIFA®
Eide Bailly Financial Services, LLC
Bismarck, ND
CFP®
Per Stirling Capital Management
Austin, TX
CFP®, CIMA®
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
Issaquah, WA
CFP®,ChFC,CLU,CRPC®
Raymond James Financial Services Inc.
Rockville, MD
CFP®, CLU®, ChFC®
Ameriprise Financial Services, Inc.
Vienna, VA
CFP®
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
Venice, FL
MS, CFP®, CEBS
Asset Planning Services, Ltd.
Harleysville, PA
CFP®, CPA, PFS
Forum Financial Management, LP
Skoie, IL
CFP®
Align Wealth Partners
Baton Rouge, LA
CFP®
WBH Financial Services
Lake Oswego, OR
CFP®
Hamilton & Associates
La Jolla, CA
CFP®, MBA
Hamilton Financial Planning
Austin, TX
CFP®, CIMA®
Atlas Private Wealth Management
Albany, NY
CFP®
Linscomb & Williams
Houston, TX
CFP®
Allison & Company Financial Counselors
Glendale, WI
CFP®
Wealth & Pension Services Group
Atlanta, GA
CFP®
Hammond & Associates
Tucson, AZ
CFP®, CPA
Hammond Iles Wealth Advisors
Old Lyme, CT
CFP®, CPA
Hammond Iles Wealth Advisors
Wethersfield, CT
CFP®, EA
LifeSighted
Pacific Palisades, CA
EA, CFP®
Glenmore Financial, Inc.
Pacific Palisades, CA
CFP®, ChFC, MBA
Timberchase Financial, LLC
Hoover, AL
JD,CFP®
Ameriprise Financial Services, Inc.
Charlottesville, VA
CFP®,ChFC®,CFS®,AIF®
Handford Financial Strategies
Warrenton, VA
CFP®
Birchwood Financial Partners
Edina, MN
CFP®, CLU, ChFC
Valley Forge Wealth Management
Spring City, PA
CPA/PFS, CFP®, CGMA
Roger L. Handy, PC
Virginia Beach, VA
CPA/PFS, CFP®, AIFA®
CHF Wealth Management, LLC
Lafayette, LA
CPA/PFS, CFP®, CFA
Hankinson Wealth Management, Inc.
Augusta, GA
CPA/PFS, CFP®, CFA
Hankinson Wealth Management, Inc.
Greensboro, GA
CFP®, MSFS
RPH Financial Services, Inc.
Stroudsburg, PA
CFP®
Planning Solutions Group
Virginia Beach, VA
CFP® CPA
Hannan & Associates
LIBERTYVILLE, IL
CFP®
Hanna Financial and Tax
Bridgeville, PA
CFP®
Hanner Financial Services, Inc.
Columbus, IN
CFP®, MS, APMA®
Ameriprise Financial Services, Inc.
Bakersfield, CA
CFP®, CPA
Capital Advisors, Ltd.
Shaker Heights, OH
CFP®, CLU, ChFC, MBA
Jerome Hansen
Suwanee, GA
CPA, CFP®
Lebanon, NH
M.S. & CFP®
Frontier Wealth Strategies Inc.
Walnut Creek, CA
CFP®CLU,AIF,AEP,ADPA
Hansen's Advisory Services
Fayetteville, NY
CFP®
The H Group, Inc.
Salem, OR
CFP®, CPA, AIF
RZH Advisors
Stamford, CT
CFP®
Sovereign Wealth Advisors
Houston, TX
CFP®
Hanson Financial Group
Manchester, MA
CFP®
Horizon Wealth Solutions
Pleasant Hill, CA
CFP®, CLU, MS
Concentric Wealth Management, LLC.
Lafayette, CA
CFP®
Educators Financial Services
Shoreview, MN
CFP®, CFA
Merrill Lynch
Boston, MA
CFP®, CRPC, RICP, EA
Substantial Financial
Colorado Springs, CO
CFP®
Pinnacle Wealth Planning Services
St Petersburg, FL
CFP®
Securities America, Inc.
Saint Charles, IL
CFP®, MS, ATP
Financial & Portfolio Advisors, Ltd.
Livonia, MI
CFP®, CLU, ChFC, CSA
Financial Services Associates
White Plains, MD
CFP®, MBA
Foundation Wealth Management, LLC
Clayton, MO
CFP®, CPA, MBA
Ameriprise Financial Services, Inc.
Plymouth Meeting, PA
CFP®, AAMS, CLU
Dan Hardt Financial Services
Louisville, KY
CFP®, EA, ChFC, CLU
Paramount Investment Advisors, Inc
SUWANEE, GA
CFP®, EA, ChFC, CLU
Paramount Investment Advisors, Inc
Cumming, GA
CFP®
Independent Financial Group, LLC
Plymouth, MA
CFP®, CRPC®
Creative Financial Strategies
Columbia, SC
CFP®
Hardy Financial Planning, Inc.
Ann Arbor, MI
CFP®
Fort Des Moines Financial Services
Des Moines, IA
CFP®, AIF®, MA
North Capital Inc.
Benicia, CA
CFP®
Butera Wealth Managementt
Miami, FL
CFP®, CIMC
Harmon Financial Advisors, Inc.
Atlanta, GA
CFP®, CPA
Harmon & Hartmon Financial Group, LLC
Saint Paul, MN
CFP®
Letort Management & Trust Company
Camp Hill, PA
CFP®, CIMA,CRPC,CDFA
Wells Fargo Advisors
Santa Ynez, CA
CPA/PFS, CFP®
Harmon Financial Advisors, Inc.
Brandon, MS
CFP®, CLU, ChFC,CLTC
Fortune Financial
Minnetonka, MN
CFP®
Physicians' Financial Advisors
Newport Beach, CA
CFP®, CPA
Ameriprise Financial Services, Inc.
Peoria, AZ
CFP®(R)
Thrivent Financial
San Jose, CA
CFP®, ChFC, CRPS
Opus Wealth Management Group
Lisle, IL
CFP®
Bridge Financial Planning, LLC
Chattanooga, TN
CFP®
Patriot Investment Management
Knoxville, TN
CFP®
Black Diamond Planners
Downers Grove, IL
CLU, ChFC, CFP®
Fraser Financial Group
Beverly Hills, CA
CFP®
Longview Financial Advisors
Larkspur, CA
CFP®
Cela Advisors
Miami, FL
CFP®
Bridgeworth Financial
Birmingham, AL
CFP®
EverythingHRFinancial Services
Rochester Hills, MI
CFP®, CFA
Alpine Asset Management LLC
Stateline, NV
CFP®, CRPC®
Brighton Jones
Portland, OR
CFP®
Harris Financial Advisors, Inc.
Torrance, CA
CFP®, CPA
DBA Finacial Investment Team
Portland, OR
CFP®
Wealth Quest Partners, Inc.
San Diego, CA
CFP®
jwharrison.com
Walnut Creek, CA
CFP®
Sound Stewardship
Overland Park, KS
CFP®
Bell Investment Advisors
Oakland, CA
CFP®
Orlando, FL
CFP®
Sonas Financial Group, Inc
Kansas City, MO
CFP®
Sonas Financial Group, Inc
Blue Springs, MO
CFP®
W.H. Cornerstone Investments, Inc.
Kingston, MA
CFP®
W.H. Cornerstone Investments, Inc.
Duxbury, MA
CFP®
Yellowstone Financial Services
Billings, MT
CPA, CFP®
Harsin Wealth Management
Lynnwood, WA
CFP®
Haddon Wealth Management
Haddonfield, NJ
CFP®
Equity Planning
Bethesda, MD
CFP®, AIF®
Asset Planning Group, Inc.
Coral Gables, FL
CFP®
Lincoln Financial Securities
Lexington, KY
CFP®
Morgan Stanley
Silverdale, WA
CFP®, CFA
Allen & Company of Florida, Inc.
Lakeland, FL
CPA, CFP®
Summit Wealth Group, LLC
White River Junction, VT
CFP®
Batesville, MS
CFP®
Harmon & Hartmon Financial Group, LLC
Saint Paul, MN
CFP®, ChFc, CLU, AIF
IronGate Partners
Wilmington, NC
CFP®
BB&T Wealth
Jacksonville, FL
CFP®, MBA
Wealth Enhancement Group
Jacksonville, FL
CFP®
Ameriprise Financial Services, Inc.
Castleton, NY
CFP®
Bristol Financial Services, Inc.
Jericho, NY
CFP®
Financial Asset Management Corporation
Chappaqua, NY
CFP®
Wellspring Wealth Group PLLC
Ridgeland, MS
CFP®, CPA
Blackbridge Financial
Irmo, SC
CFP®, CFA
Ventura Advisors
Woodland Hills, CA
CFP®
Island Wealth Management
Honolulu, HI
CFP®
Hassell Wealth Management
Houma, LA
CFP®
Hassell Wealth Management
Houma, LA
CFP®, ChFC®
Ameriprise Financial Services, Inc
Cincinnati, OH
CFP®,CLU,ChFC,CASL
FBB Capital Partners
Bethesda, MD
CFP®
Christopher Street Financial
Upper Nyack, NY
CFP®
Christopher Street Financial
New York, NY
CFP®, JD
The Sterling Group
Pasadena, CA
CFP®
Edward Jones
Newark, OH
CFP®, AIF®
Hathaway Financial Services
Eugene, OR
CFP®
Gurnee, IL
CFP®
Hatton Consulting, Inc.
Phoenix, AZ
CFP®
Financial Service Group, Inc.
Mount Pleasant, WI
CFP®
Lifelong Wealth Advisors
Minneapolis, MN
CFP®, REBC,RHU,CHFC
North Star Resource Group
Madison, WI
CFP®, CPA, MBA
AJH Wealth Management
Brookfield, WI
CFP®
LPL Financial
La Mirada, CA
CFP®
Mercer Advisors
Bellevue, WA
CPA CFP®
TTR Wealth Partners, LLC
Hackensack, NJ
CLU, ChFC, CFP®
Havican Wealth Strategies Inc.
Wilbraham, MA
CFP®, RICP, CAP, AEP
AEPG Wealth Strategies
Warren, NJ
CFP®, ADPA, AWMA
Wells Fargo Advisors Financial Network
Santa Ana, CA
CFP®, CRPS(r), MBA
Charterpoint Wealth Strategies
Minneapolis, MN
CFP®
Hawley Advisors
Walnut Creek, CA
CFP®
USAA
Phoenix, AZ
CFP®
The Center for Retirement and Investment Planning LLC
Westport, CT
CFP®
Ameriprise Financial Services, Inc.
Evansville, IN
CFP®, ChFC, CLU, AEP
Ameriprise Financial Advisors
Wilmington, DE
CFP®, CLU
Boston Hill Advisors
North Andover, MA
CFP®, CIMA
TCA Financial Group
Charlotte, NC
CFP®, CPA
Ferraro Hayes CPA
Brandon, FL
CFP®, ChFC, AIF®
Creative Financial Planning, Inc.
South Nyack, NY
MBA, CFP®
Landmark Financial Advisory Services, LLC
Pittsford, NY
CFP®, CPA
Cornerstone Capital Advisors
Uniontown, OH
CFP®
Capital Advantage, Inc.
Lafayette, CA
CFP®
NextGen Wealth
Lee's Summit, MO
CFP®, CRC®
Steven Marshall & Associates
Reston, VA
CFP®
Haysley Financial Services, Inc
Heathrow, FL
CFP®
WLH Management Co., Inc.
Collierville, TN
CFP®, CLU, ChFC
Legacy Planning Partners
Glens Falls, NY
CFP®, CRPC, APMA
Mergent Group
Dallas, TX
MBA, CEPA, CFP®
Century Wealth Management
Memphis, TN
CFP®
TrueWealth
Atlanta, GA
CFP®
Lincoln Financial Advisors
Houston, TX
CPA, CFP®
Hearn Wealth Management Company
Huntersville, NC
CFP®
Financial Partners of Louisiana, LLC
Lafayette, LA
CPA/PFS CFP®
Cedar Valley Wealth Advisors
Cedar Falls, IA
CFP®, CPA
Sullivan Mermel, Inc.
Chicago, IL
CFP® MSFS AEP AIF
Blue Ocean Strategic Capital, LLC
Liverpool, NY
CFP®
TrueNorth Wealth Advisors
Seattle, WA
CFP®
Beacon Financial Advisors, Ltd.
Houston, TX
MS, CFP®
The Harbor Group, Inc.
Bedford, NH
CFA, CFP®
Beacon Financial Advisors Ltd
Houston, TX
CFP®
Janney Montgomery Scott
Mt. Laurel, NJ
CFP®, ChFC, CLU
Heckman Financial & Insurance Svcs., Inc.
San Jose, CA
CFP®,CLU, ChFC
AXA Financial
Fort Collins, CO
CFP®
Penn State Erie - The Behrend College
Erie, PA
CFP®,RICP®,CKA®,CLTC
West Texas Investments
Lubbock, TX
CFP®
Pivotal Financial Services, Inc.
Commack, NY
CFP®
Acorn Financial
Nashua, NH
CFP®, CPA, PFS
Hefley & Associates, P.C.
Fairfield, IL
CFP®
Hefner Financial, Inc.
West Des Moines, IA
CFP®
Ameriprise Financial Services, Inc.
Spokane, WA
CFP®
Austin Asset
Austin, TX
CFP®, JD
Pinnacle Professional Marketing, LLC
Mansfield, OH
CFP®, MS
Five Rivers Financial Advisors, LLC
North East, MD
CFP®, CRPC®
Ameriprise
Clinton, NJ
CFP®
DHFS Wealth Management
Davidson, NC
CFP®
Ameriprise Financial Services, Inc
Cincinnati, OH
CFP®
Heimdal Tax & Financial Services
Lakeville, MN
CFP®,ChFC,EA
Heinekamp Financial Planning & Tax Service
Brownsburg, IN
CFP®
Heineman Financial Strategies
Omaha, NE
MBA, CFP®
SagePoint Financial, Inc.
Marquette, MI
CFP®
IAG Wealth Partners, LLC
Waukesha, WI
CFP®
Heintz Wealth Management
Scottsdale, AZ
CFP®
Ameriprise Financial Advisors
Marlton, NJ
CFP®
Heisler Hughes Financial Group, LLC
Bensalem, PA
CFP®,ChFC ®
Suncoast Advisory Group
Sarasota, FL
CPA/PFS, CFP®
EHC Wealth Advisors LLC
Indianapolis, IN
CFP®
SYM Financial Advisors
Winona Lake, IN
CFP®, CPA
Heller Wealth Management
Melville, NY
CFP®
Ameriprise Financial Services
Mokena, IL
CFP®, CPA, MST
Helmick and Company
Philadelphia, PA
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
CFP®, CLU, ChFC,
Hemingway Wealth Management,LLC
Minnetonka, MN
CFP®, CHFC, CIMA
Tgs Financial Advisors
Radnor, PA
MBA, MSF, CFP®, RLP®
Abaris Financial Group, LLC
Concord, MA
CFP®
HG International, Inc.
Staunton, VA
CFP®
Law & Associates, Inc.
Glen Echo, MD
MBA, CFP®
Pinnacle Wealth Planning Services, Inc
Mansfield, OH
CFP®
Asset Preservation Group, Inc.
Grapevine, TX
CPA, PFS, CFP®
Union Financial Advisors, LLC
Tulsa, OK
CFP®
Wells Fargo Investments
Alamo, CA
CFP®
Berkeley, Inc
Boise, ID
CTFA, CFP®
Old Dominion Capital Management
Charlottesville, VA
CFP®
Ameriprise Financial Advisors
East Hartford, CT
CFP®
Reading, PA
CFP®
The Henne Financial Group
Scottsdale, AZ
CFP®,ChFC®,CLU®,CLTC
Ameriprise Financial
Lakeville, MN
CFP®,ChFC®,CLU®,CLTC
Ameriprise Financial
Eagan, MN
CFP®
Matsock & Associates
Naperville, IL
MFE, CFP®
Swisher Financial Concepts Inc
Westerville, OH
CFP®
W. Marcus Henn, CFP®
Temple, TX
CFP®
Afflora Financial Life Planning, LLC
Topeka, KS
CFP®
Digital Investment Services
Marlborough, MA
CFP®
Digital Investment Services
Marlborough, MA
CFP®
Accounting & Business Services
Racine, WI
CFP®, CDFA™, MA
Strivent Financial
Mission Viejo, CA
CFP®
Applied Advisor
San Francisco, CA
CFP®, CPA/PFS
Hepner Financial Services, LLC
Sykesville, MD
CFP®,EA,ChFC,CLU,AIF
Hergenroeder Financial Advisors, Inc.
Timonium, MD
CFP®, ChFC, MSFS
Hergenroeder Financial Advisors, Inc.
Timonium, MD
CFP®, CPA
PRW Wealth Management
Quincy, MA
CFP®
LBMC Investment Advisors, LLC
Brentwood, TN
CFP®
Wiedeman Financial Services, LLC
Gering, NE
CPA/PFS, CFP®
KMH Wealth Management, LLC
Victoria, TX
CFP®
Cedar Brook Group
West Bloomfield, MI
EA, CFP®
White Lighthouse Investment Management
Merion Station, PA
J.D., CFP®
EH Financial Group, Inc.
San Gabriel, CA
CFP®, MBA
Main Street Associates Group LLC
New York, NY
CFP®
Elser Financial Planning
Indianapolis, IN
CFP®
The Kelt Group
Manhattan Beach, CA
CFP®, CTFA, CDFA™
Ameriprise
Pleasantville, NY
CFP®
John G. Ullman & Associates
Corning, NY
CFP®, CPA/PFS
Vision Financial Services, LLC
Greenwood Village, CO
CFP®
Herrmann & Cooke, Inc.
Danville, CA
CFP®
TIAA
Spokane, WA
MBA, CFP®
Premier Financial Planning, Inc.
Princeton, NJ
CFP®, AIF, CRC
Paramount Wealth Management, Inc.
Jackson, MI
CLU, CFP®
Master's Advisors, Inc
Lancaster, PA
CFP®
The Retirement Coach
Kailua, HI
CFP®, CTFA, AEP®
The Lubitz Financial Group
Miami, FL
CFP®
Herzfeld Investment Mgmt., LLC
Arcadia, CA
CFP®
Rockville, MD
CFP®, ChFC, CLU
Texas Wealth Management,LLC
Houston, TX
CFP®, ChFC
Alpha Financial Advisors, LLC
McLean, VA
CFP®
Trilogy Wealth Advisors
Bryan, OH
CFP®
Beaird Harris
Dallas, TX
CFP®
Wealth Horizon, Inc.
Duluth, GA
CFP®, ChFC, EA
AL Hewitt, Inc.
Camarillo, CA
CFP®, ChFC, EA
AL Hewitt, Inc.
Camarillo, CA
CFP®
Praetorian Guard
Carmel, CA
CFP®
The Wiley Group
Conshohocken, PA
CFP®
Heydorn Stone Capital Management, LLC
Mamaroneck, NY
CFP®, MSFP
Financial Design & Management, Inc
Fort Collins, CO
CFP®
Heymont & Company, Inc.
Los Angeles, CA
CFP®
Bala Cynwyd, PA
CFP®
Legacy Planning Partners
Allentown, PA
CFP®
Legacy Planning Partners
Allentown, PA
CFP®
Klein Financial Advisors, Inc.
Newport Beach, CA
CFP®
Purpose Planning
Colorado Springs, CO
CFP®, MBA
The Leonard Financial Group, LLC
Riverside, CA
CFP®
Hicks & Associates - Ameriprise
Cary, NC
CFP®
Hicks & Associates - Ameriprise
Southern Pines, NC
CFP®, AIF®
Lumin Financial, LLC
Southfield, MI
CFP®, CPA
Lautus Wealth Advisory, LLC
Troy, MI
CLU, ChFC, AEP, CFP®
Family Wealth Management
Marlton, NJ
MS, CFP®
Higgins Henderson, LLC
Fairport, NY
CFP®, ChFC
State Farm Mutual Funds
Eugene, OR
CFP®
Hilpan Moxie Wealth Management, Inc.
Irvine, CA
CFP®
Waddell & Reed
Monroeville, PA
CFP®
Maxwell Financial Management
New Albany, OH
CFP®, CLU, CSPG
Wealth Enhancement & Preservation
Westlake Village, CA
CFP®
Householder Group Estate & Retirement Specialists
Carnegie, Pennsylvania
CFP®
Heritage Wealth Advisors, LLC
Richmond, VA
CFP®
Aventura Family Office
The Woodlands, TX
CFP®
Mariner Wealth Advisors
Madison, NJ
CFP®
Stewardship Concepts Financial Services, LLC
Spokane, WA
MBA, CTFA, CFP®
BankIowa
Cedar Rapids, IA
CFP®
Global Wealth Management Group
Boulder, CO
CFP®, ChFC
Ameriprise Financial Services, Inc.
Rochester, NY
CFP®, ChFC
Ameriprise Financial Services, Inc.
Alfred, NY
MFP, ChFC, CFP®
Professional Financial Strategies Inc.
Pittsford, NY
CFA, CFP®
Hightower Texas
Houston, TX
CPA, CFP®
Linda A Hilton, CPA
Monroe Township, NJ
CFP®
Baystate Financial
Falmouth, ME
CFP®
Himebaugh Financial Planning Services
Holland, MI
CFP®
Asset Planning Corporation
Knoxville, TN
CFP®,ChFC,LUTCF,FIC
Thrivent Financial
Saint Louis, MO
CFP®, ChFC®
Evolution Retirement Solutions, LLC
Syracuse, NY
CFP®
Andover, NH
CFP®, CPA
Hinkle, Richter & Rhine LLP
Pompano Beach, FL
CFP®
Hinman Financial Planning, Inc.
Erie, CO
CFP®, CPA*, ChFC®
Bridgeworth Financial
Huntsville, AL
MSFS, CFP®, CPA, PFS
Legacy Financial Services, Inc.
Eugene, OR
CFP®
Baystate Financial Services
Wellesley, MA
CFP®, ChFC®, FIC
Thrivent Mutual Funds
Lake Forest, CA
CFP®
JR Hinz & Associates Inc
Plymouth, MN
CFP®
Argent Trust Company
Nashville, TN
CFP®
Kirtland Financial Management
Coral Gables, FL
CFP®
Carnick & Kubik
Denver, CO
CFP®
Hochman Cole Financial Services
Deerfield, IL
CFP®, AIF®
Jedi Management, Inc.
Fort Lee, NJ
CFP®
Modera Wealth Management
Atlanta, GA
CFP®
Bridgeworth Financial
Birmingham, AL
CFP®
Arrow Financial Group
Troy, MI
CFP®, ChFC, CLU
Hodge Associates, Inc.
Northborough, MA