CFP®,AEP®,RICP®,CLU®
First Command Financial Planning, Inc.
Newport News, VA
CFA®, CFP®
McGehee Wealth Advisory Group, Inc.
Indian Land, SC
CFP® CIMA®
Primerica Advisors
Georgetown, TX
CFP® CIMA®
Primerica Advisors
Georgetown, TX
CFP®
EP Wealth Advisors
San Luis Obispo, CA
CFP®, RICP®, AEP®
McGill Junge Wealth Management
Clive, IA
CFP®, MBA
Journey Wealth Partners
Concord, MA
CFP®
Brown, Lisle/Cummings, Inc.
Providence, RI
CFP®
Brightview Financial Solutions, LLC
Redwood City, CA
CFP®
McGinn Financial Services
Malvern, PA
CFP®
Southwest Retirement Advisors
Austin, TX
CFP®
Capitol Wealth Management, Inc.
McLean, VA
CFP®
McGovern Financial Advisors, LLC
Westfield, NJ
CFP®
Marshall Financial Group
Doylestown, PA
CFP®
American Advisors LLC
Langhorne, PA
CFA, CFP®
Monument Group Wealth Advisors
Concord, MA
CFP®, CPA, CLU
Financial Strategies, Inc.
Dripping Springs, TX
CFP®, ChSNC®
UBS Financial Services Inc
Atlanta, GA
CFP® CPA
Cozad Asset Management, Inc.
Champaign, IL
CFP®
Evensky & Katz Wealth Management
Coral Gables, FL
CFP®
The Marshall Financial Group, Inc.
Doylestown, PA
CFP®
Diversified, LLC
Birmingham, AL
CFP®,CFA
Concentric Wealth Management LLC
Lafayette, CA
CPA, CFP®
Simon Quick Advisors, LLC
Garden City, NY
CFP®, CPA, CAP®
CI Budros Ruhlin Roe
Columbus, OH
CFP®
Brighton Jones, LLC
Seattle,
CPA/PFS, CFP®
LPL Financial
Southern Pines, NC
CFP®, CLU®, CAP®
Cadent Capital LLC
Irving, TX
CFP®
Allegheny Financial Group
Pittsburgh, PA
CFP®
D.B. McKenna & Co., Inc.
Bennington, VT
CFP®
Darrow Wealth Management
Boston, MA
CFP®
Darrow Wealth Management
Needham, Massachusetts
CFP®
Modera Wealth Management
Westwood, NJ
CFP®
Guillaume & Freckman, Inc
Palatine, IL
CFP® MBA
CLA Wealth Advisors
West Des Moines, IA
CFP®
Acropolis Investment Management, L.L.C.
Chesterfield, MO
CFP®
Peapack-Gladstone Bank
Bedminster, NJ
CFP®
Seamount Financial Group, Inc
Scottsdale, AZ
CFP®
Nutfield Financial Services, Ltd.
Auburn, NH
CFP®
First Command Financial Services
Jacksonville, NC
CFP®
Advitica Financial Planning
Olympia, WA
CFP®, AIF®, MBA
McLean Financial Planning & Investment Management
Mentor, OH
CFP®, AIF®
Impact Investors, PBC
San Francisco, CA
PhD, CFP®, CFA, CLU,
University of Alabama
Tuscaloosa, AL
CFP®
Trio Wealth Management, LLC
Sterling, VA
CFP®
Arrowroot Family Office
Tacoma, WA
CFP®, CFA
West Financial Services, Inc.
Mc Lean, VA
CFP®, MBA
ASN LLC/LFM Wealth Management
Chapel Hill, NC
CFP®
Caledonia Wealth Management
Boulder, CO
CFP®
The Monitor Group, Inc.
Martinez, GA
CFP®
McNally Financial Services Corporation
San Antonio, TX
CFP®
The Washington Trust Company
Providence, RI
CPA, CFP®
D. Bruce McNamee, CPA
Sanford, ME
CFP®, CRPC®
Ameriprise Financial Services, LLC
Starkville, MS
CFP®
Isthmus Partners
Madison, WI
CFP®
Cerity Partners
Reston, VA
CFP®
McPeake & Company LLC
Walnut Creek, CA
CFP®
Four Ponds Financial Planing LLC
Mashpee, MA
CFP®
Four Ponds Financial Planing LLC
Boston, MA
MS, CFP®
Forever Financial Advisors, LLC
Worcester, MA
MS, CFP®
Forever Financial Advisors, LLC
Fairport, NY
CFP®
Royal Alliance Associates
Kailua, HI
CFP®, CFA®
Eclectic Associates, Inc.
Fullerton, CA
CFP®
Merrill Lynch
Anchorage, AK
CFP®
McVittie Financial Advisors
Newton, MA
CFP®, ChFC®
McWilliams Financial Advisory Group LLC
Atlanta, GA
CFP®, RMA®
Sensible Money, LLC
Marblehead, MA
MBA, CFP®
Raymond James
North Richland Hills, TX
CFP®, ChFC
RKM Financial Services
Arlington, TX
CFP®, CLU, ChFC, AIF
Medeiros Financial Services, Inc
Warwick, RI
CFP®
TABR Capital Management, LLC
Orange, CA
CFP®, ChFC, CLU,CASL
Wealth Enhancement Group, LLC
Itasca, IL
CFP®
Summit Wealth Group
White River Junction, VT
CFP®
American Wealth Management
Reno, NV
CFP®, CFA, AIF®
Telos Capital Management, Inc.
San Diego, CA
CFP®
Meikle Financial Group
Phoenix, AZ
CFP®
Parsec Financial
Winston Salem, NC
CFP®
Centura Wealth Advisors
Golden Valley, MN
CFP®, CLTC
Ameriprise Financial Services, LLC
Arden Hills, MN
CFP®
Melby Wealth Management, LLC
Nashville, TN
CFP®, CSLP®
Next Gen Financial Planning, LLC
San Diego, CA
CFP®
Richards, Meli & Associates
Allentown, PA
CPA, PFS, CFP®
Bruce H. Melling, CPA, PFS, CFP®
Twin Lakes, WI
CFP®, TestR
Test Institutional Record
chicago, IL
CFP®, RLP®, CEPA®
Twin Cities Wealth Strategies
Maple Grove, MN
CFP®, MBA
Creative Financial Concepts, LLC
New York, NY
CFP®
ZRC Wealth Management LLC
Walnut Creek, CA
CFP®, CPA
PDS Planning, Inc.
Dublin, OH
CFP®
Legacy Financial Advisors Corp.
Bloomington, MN
CFP®
Merrill Lynch
Norfolk, VA
CFP®
Merrill Lynch
Norfolk, VA
CFP®
Hughes Financial Services, LLC
Herndon, VA
CFP®
John G. Ullman & Associates
Corning, NY
MSFS, CFP®
Ameriway Financial Services, Inc.
Marlton, NJ
CFP®, CPA
Sullivan Mermel, Inc.
Chicago, IL
CFP®
Coldstream Capital
Bellevue, WA
CFP®, EA
Merrithew & Thorsten, Inc.
San Diego, CA
CFP®
Country Financial
Naperville, IL
CFP®
BlackPoint Capital Partners
Miami, FL
CFA, CFP®, ChFC®
Soaring Investment Management, LLC
Portland, OR
CFP®, ChFC, CLU
Capstone Wealth Partners, Ltd.
Dublin, OH
CFP®
Fulcrum Financial Group
Spokane, WA
CFP®
United Capital
Ann Arbor, MI
CFP®, MSF
Christine Messmer PC
Collegeville, PA
CFP®,CDFA®,CRPC®,MBA
METRO Financial Strategies
Chelmsford, MA
CFP®
Eagle Strategies/ NY Life
El Paso, TX
CFP®
TruCairn Advisors
Golden Valley, MN
CFP®
Bond&Devick Wealth Partners
St. Louis Park, MN
MT, CFP®
RTD Financial Advisors Inc
Philadelphia, PA
MT, CFP®
RTD Financial Advisors Inc
Bala Cynwyd, PA
CFP®
SS+D Financial, Inc.
Dayton, OH
CFP®
Edward Jones
Saint Louis, MO
CFP®
TruMix Advisors
Bloomington,
CFP®, PhD
Pure Financial Advisors, LLC
Davis, CA
CFP®
Ameriprise Financial Services, LLC
Saint Louis, MO
CFP®
BGM Wealth Partners
Minneapolis, MN
CFP®
Ameriprise Financial Services, LLC
Overland Park, KS
CFP®
Meyers Financial Group
Irvine, CA
CFP®
Meyers Wealth Management
Palo Alto, CA
CFP®, CDFA, CFF, EA
Meyers Financial Services Inc.
Sonoma, CA
CFP®
Ameriprise Financial Services, LLC
Thibodaux, LA
CFP®, MBA
Institutional Investment Advisors Corp.
New York, NY
CFP®
Savant Wealth Management
York, PA
CFP®, CRPC®
Wells Fargo Advisors
Syracuse, NY
CFP®
Waterford Advisors LLC
Orchard Park, NY
CFP®, MBA
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
Waterway Wealth Management
The Woodlands, TX
CFP®
Provident Financial Planning
Southlake, TX
CFP®, QPFC
Credent Wealth Management
Louisville, KY
CPA, CFP®
James K Michishima CPA
Pearl City, HI
CFP®
Ameriprise Financial Services, LLC
Plano, TX
CFA, CFP®, AIF®,CAIA
Mercer Advisors
Morristown, NJ
CFP®
Icon Wealth Partners
Houston, TX
CFP®
RMR Wealth Advisors
Madison, WI
CFP®
Equalis Financial
Portland, OR
CFP®
Equalis Financial
Los Angeles, CA
CFP®
Morgan Stanley
Lake Forest, IL
CFP®
Merrill Lynch
Washington, DC
CFP®
Douglas C. Lane & Associates
New York, NY
CFP®
North Oaks Financial Services
White Bear Lake, MN
CFP®, CLU®, ChFC®
Brio Financial Group
San Francisco, CA
CFP®, MBA, APMA™
Ameriprise Financial
Leavenworth, KS
CFP®, MBA, APMA™
Ameriprise Financial
Overland Park, KS
CFP®
Spring Financial Planning, LLC
Valley Village, CA
CFP®, CFA
Summit Place Financial Advisors
Summit, NJ
CFP®
Sensible Financial
Waltham, MA
CFP®
Trusted Financial Advisors
Laguna Niguel, CA
CFP®, CRPC®, AAMS®
Ameriprise Financial
Apple Valley, MN
CFP®, MS
LPL Financial LLC
Denver, CO
CFP®
Smith Miller & Buff CPA PA
Morganton, NC
CFP®, CDFA®
Mission Wealth
Austin, TX
CFP®
GWN Securities, Inc.
Amarillo, TX
CFP®
Integra Shield Financial Group LLC
Plymouth, MN
CFP®
The Financial Advisors LLC
Newburyport, MA
CFP®
Lincoln Financial Group
Arcadia, CA
CFP®
BayView Financial Planning
Tampa, FL
CFP®
TMiller Financial
Houston, TX
CLU, ChFC, CFP®, AEP
Miller Wealth Advisors, LLC
Boca Raton, FL
CFP®
Raymond James Financial Services, Inc
Virginia Beach, VA
CFP®
Bridgeworth + SAVANT
Birmingham, AL
CFP®
Landmark Wealth Management
Melville, NY
CFP®
Forward Financial
Georgetown, TX
CFP®, CLU®, CFS
Mills Wealth Advisors, LLC
Southlake, TX
CFP®
Flying Forward Wealth Management
Boerne, TX
CFP®, CRPS®, MBA
The Granville Investment Group, LLC
Granville, OH
CFP®
Edward Jones
Queen Creek, AZ
CFP®, AAMS
Edward Jones
Columbus, OH
MBA, CFP®, EA
Westlake Financial Advisors
Westlake Village, CA
CFP®, CFA
Personal Asset Management
St Petersburg, FL
CFP®
Financial Synergies Wealth Advisors
Houston, TX
CFP®
Robert W. Baird & Co. Incorporated
Louisville, KY
CFP®
Martin Wealth Management, Inc.
Menlo Park, CA
CFP®
Cannell & Spears LLC
New York, NY
CFP®
Ameriprise Financial Advisors
Williamsville, NY
CFP®, CLU, ChFC, CMF
Ameriprise Financial Services, LLC
The Woodlands, TX
CFP®
Raymond James
Greenville, SC
CFP®
Phyllis R. Mitchell Financial Services, Inc
Ocean City, MD
CFA, CFP®, CPA
Mittelman Wealth Management
Andover, MA
CFP®
Windsor Wealth Management
Indianapolis, IN
CFP®, EA
Spark Financials
Elk Grove, CA
CFP®
Kahala Financial Advisors, LLC
Honolulu, HI
CFP®
Kahala Financial Advisors, LLC
Honolulu, HI
CFP®, IAR
Diversified Financial Consultants, LLC
Whippany, NJ
CFP®
Wealth Management Company at Northwestern Mutual
Fox Point, WI
CFP® CDFA®
Birchwood Financial Partners
Edina, MN
AWMA, CMFC, CFP®
Good Life Financial Group
Reading, PA
CFP®, CIMA®, ChFC®
Meadows Wealth Advisors
Camas, WA
CFP®
Financial Advisory Group
York, PA
CFP®, CPA, PFS
Buckeye Financial Solutions,Inc
Canton, OH
CFP®
Moisand Fitzgerald Tamayo, LLC
Melbourne, FL
CFP® CAP
Mokosak Advisory Group, LLC
Urbandale, IA
CFP®
Molina Wealth Management
mclean, VA
CFP®, ChFC, CASL
MML Investors Services (MassMutual)
Minneapolis, MN
CFP®
Mommaerts Mahaney
Marquette, MI
CFP®
Agile Wealth LLC
Littleton, CO
CFP®, ChFC®
Savant Capital LLC
Rockford, IL
CFP®
Montanari Financial Advisors
Norwell, MA
CFP®
Monte Financial Group LLC
Guilford, CT
CFP®, CPA, MBA
Strata Wealth Advisors
Dallas,
CFP®
Per Stirling Capital Management
Austin, TX
CFP®
Montgomery Financial Group, Inc
Orleans, MA
CFP®
The Welch Group, LLC
Birmingham, AL
CFP®
Oak Tree Financial Services, LLC
Huntsville, AL
CFP®
Hobson Yoder Financial Group
Oak Ridge, TN
CFP®
Financial Staples, LLC
Atlanta, GA
CFP®
Edelman Financial Services
Fairfax, VA
CFP®
Eclectic Associates, Inc.
Fullerton, CA
CFP®, CIMA, EA
Tower Wealth Advisors
Brentwood, TN
CFP®, AIF®
I*FINANCIAL
San Antonio, TX
CFP®
UBS Financial Services, Inc.
Nashville, TN
CFP®
Armstrong, Fleming & Moore, Inc.
Washington, DC
CPA/PFS, CFP®
Sound Financial Solutions, Inc.
Bloomington, IL
CFP®
Quartz Financial
Austin, TX
CFP®
Moore Financial Advisors, Ltd.
Belmont, MA
CFP®
W. C. Moore Financial Services, LLC
Centreville, VA
CFP®
NorthAvenue LLC
Columbus, OH
CFP®, MBA
Money Matters with Ken Moraif
Plano, TX
CFP®, AIF®, CeFT®
Sustainable Wealth Advisors
Saratoga Springs, NY
CFP®
Harding University
Williamsburg, VA
CFP®
Portfolio Advisory Council, LLC
Houston, TX
CFP®
RTD Financial Advisors Inc
Philadelphia, PA
CFP®
Moran, Kimura & Heising, LLC
Torrance, CA
CFP®
Novem Group
Rochester, NY
CFP®
Compass Capital
South Weymouth, MA
CFP®, CFA
Best Financial Life
Danville, CA
WMs, CFP®
M Wealth Advisors / Raymond James
Metairie, LA
CFP®, EA, RICP®
Financial Service Group, Inc.
Mount Pleasant, WI
CFP®
Flying Point Financial, Inc.
N Andover, MA
CFP®
Madison Financial Planning Group
Syracuse, NY
CFP®, CDFA, CLTC
Escalade Financial Partners
Parker, CO
CFP®
Aspiriant, LLC
San Jose, CA
CFP®, AIF
FMA Wealth Management, LLC
Duxbury, MA
CFP®
Assurance Financial Partners LLC
Franklin, TN
CFP®
Morris Financial Concepts, Inc.
Mt Pleasant, SC
CFP®
Conservant Capital
San Antonio, TX
CFP®
Heartland Wealth Advisors
Lebanon, PA
CPA, CFP®
Morrissey Financial
Oregon City, OR
CFP®
EP Wealth Advisors
Friday Harbor, WA
CFP®
EP Wealth Advisors
Mount Vernon, WA
CFP®, MBA, RICP, RMA
Northwestern Mutual Wealth Management
Raleigh, NC
CFP®, MBA, RICP, RMA
Northwestern Mutual Wealth Management
Durham, NC
CFP®, CPA/PFS, MSA
U.S. Wealth Management
North Haven, CT
CFP®, CPA
U.S. Wealth Management
North Haven, CT
CFP®
Keystone Private Wealth
Palm Desert, CA
CFP®
Wintrust Wealth Management
Bloomingdale, IL
CFP®
LPL Financial DBA Legacy Consultants Wealth Management
Grand Blanc, MI
CFP®
Sheppard Mosher Independent Wealth
Canandaigua, NY
CFP®, AIF™
Transformative Wealth Management, LLC
El Cerrito, CA
CFP®, CPA/PFS
Jordan Wealth Management
Pocatello, ID
CFP®, CDFA™
Epona Financial Solutions, LLC
Basking Ridge, NJ
CFP®
Carson Wealth
Doylestown, PA
CFP®
JNBA Financial Advisors
Bloomington, MN
CFP®
Waterstone Wealth Advisors, LLC
Somerset, NJ
CFP®
Boston Research and Management, Inc.
Manchester-by-the-Sea, MA
CFP®
Canopy Wealth Management
Middleton, WI
CFP®
Envision Wealth Management
Virginia Beach, VA
CPA/PFS, CFP®
Cultivar Capital, Inc.
Denton, TX
CFP®, ChFC®, CLU®
MASSMUTUAL
West Des Moines, IA
CFP®
Carter Financial Management
Dallas, TX
CPA, CFP®
Whittemore Dowen & Ricciardelli, LLP
Queensbury, NY
CFP®
Waddell & Reed Inc.
Dover, NJ
CFP®
TCV TRUST & WEALTH MANAGEMENT
Salem, VA
CFP®
Piedmont Wealth Management
Culpeper, VA
CFP®
NorthStar Capital Advisors LLC
Charlotte, NC
CCM, CWS, CFP®
Smith Anglin Financial, LLC
Dallas, TX
CFP®
Investment House, LLC
San Jose, CA
CFP®
Financial Soulutions Advisory Group, Inc.
Chicago, IL
CFP®
Life Strategy Financial
Cypress, TX
CFP®
Ameriprise Financial Services, LLC
Honolulu, HI
CFP®
Murdock Wealth Management
Anaheim, CA
CFP®
Syverson Strege
West Des Moines, IA
CFP®
Sequoia Planning & Investments LLC
San Francisco, CA
CFP®, FBS®
Belonging Wealth Management
Longview, TX
CFP®
Arista Advisory Group LLC
Soquel, CA
CFP®
Level Financial Advisors
East Amherst, NY
CFP®
JDM Financial & Investments, Inc.
Bowie, MD
CFP®
Ameriprise Financial Advisors
Shreveport, LA
CFP®
Larry Murphy, CFP
Moorestown, NJ
CFP®, APMA®
Ameriprise Financial Services, LLC
Arden Hills, MN
CFP®
Raymond James Financial Services
Kenner, LA
CFP®
Murphy & Sylvest
Dallas, TX
CFP®
Stillwater Financial Services
Stillwater, OK
CFP®, ChFC®
Ameriwealth Financial Group , LLC
East Windosor, NJ
CFP®, ChFC®, APMA®
Ameriprise Financial Services, LLC
Edmonds, WA
CFP®
Kimble Advisory
Richmond, VA
CFP®, EA
Buchman Financial Wealth Management
Orange, CT
CFP®, EA
Buchman Financial Wealth Management
Cheshire, CT
CFP®, CPA/PFS
Myers Tax Services LLC
Plantation, FL
CFP®
Myler Financial Planning
Miramar Beach, FL
MBA, CFP®
Waddell & Reed, Inc
Rochester, NY
CFP®, ChFC®, CRPC®
Retirement Security Centers / Lincoln Financial Advisors
Sacramento, CA
CFP®, MSPFP, MPAS™
Mabery Consulting, LLC
Washington, DC
CFP®, ChFC
Summit Financial Strategies, Inc.
Columbus, OH
MBA,CFP®,ChFC®,APMA®
Ameriprise Financial Services, LLC
Edina, MN
CPA, CFP®, MBA
JMac Financial Planning & Investment Services PLLC
Houston, TX
CFP®
DeltaFinancial Group, Inc.
Basking Ridge, NJ
CFP®, MBA, MSFP
Compass Rose Financial Planning
Palm Springs, CA
CFP®
Mariner Wealth Advisors
Kennesaw, GA
CFP®
Mariner Wealth Advisors
Atlanta, GA
CFP®
West Financial Services, Inc.
Mc Lean, VA
CFA®, CFP®
Eclectic Associates, Inc.
Fullerton, CA
CFP®
Phoenix Associates
Marietta, GA
CFP®, CPA
Horizon Advisors, LLC
Houston, TX
CFP®
Chrysalis Wealth Management
Englewood, CO
CFP®
WWM Financial
Carlsbad, CA
CFP®, ChFC®
Magdaleno Financial Services, Inc.
Newport Beach, CA
MS, CFP®
LPL Financial
Fort Dodge, IA
CFP®, ChFC®, CLU,CLF
Financial Partners Group, Inc.
West Des Moines, IA
MBA, CMC, CIM, CFP®
CANFIN WEALTH MANAGEMENT
TORONTO, ON
CFP®, AIF®, RICP®
CenterBridge Planning Group
Syracuse, NY
CFP®
True Square Financial LLC
Atlanta, GA
CFP®
Integris Wealth Management
Monterey, CA
CFP®
Oak Wealth Advisors, LLC
South Jordan, UT
CFP®
Legacy Wealth Planning
Reno, NV
CFP®, MBA
Mission:Advice®
Shepherdstown, WV
CFP®,ChFC®,CAP®
Ameritas Wealth Advisors
Lincoln, NE
CFP®
Abaris Financial Group
Concord, MA
CFP®
Lighthouse Financial LLC
Broomfield, CO
CFP®
Bond Financial Group
East Longmeadow, MA
CFP®,CPA,CFA
MAI Capital Management
St. Louis, MO
CFA, CFP®
CIBC Private Wealth Management
Chicago, IL
CFP®
Insight Financial Horizons
Danvers, MA
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
CFP®, ChFC
Parallel Advisors
San Francisco, CA
CFP®, RFC, EA
Marim Wealth Planning, LLC
San Mateo, CA
CFP®ChFC
Ameriprise Financial Inc.
Batavia, NY
Ph.D., CFP®
Eagle Retirement Group
Frisco, TX
CFP®
EFG Planning
Overland Park, KS
CFP®
Future Financial Partners
Jacksonville, FL
CFP®
Northwestern Mutual
Las Vegas, NV
CFP®
Security National Bank
Dallas, TX
CFP®
Louis E. Mann Financial Services, INC.
Marlton, NJ
CFP®,CLU®,ChFC®,CRC®
RM Financial Management
West Creek, NJ
CFP®
Sugarloaf Wealth Management, LLC
Duluth, GA
CFP®
Parsec Financial
Asheville, NC
CFP®
Prosperity Private Wealth
San Diego, CA
CFP®, MBA, CLTC
Northwestern Mutual
Florham Park, NJ
CFP®
Janney Montgomery Scott
Boston, MA
CFP®
Ameriprise Financial, Inc.
Schaumburg, IL
CFP®, CPA
Axial Financial Group
Burlington, MA
CFP®, ChFC, AIFA
Procyon Partners
Melville, NY
CFP®,
David A. Marcus & Associates, Inc.
Deerfield, IL
CFP®, CRPC®, CDFA®
Anchor Wealth Management Group LLC
West Palm Beach, FL
CFP®, APMA®, MSFS
Elluvuim Financial
Greenville, WI
CFP®
Oppenheimer & Co
New York, NY
CFP® CPA
Financial Gravity
Albuquerque, NM
CFP®
Meyer Capital Group
Marlton, NJ
CFP®, CFA
OFM Wealth
Orland Park, IL
CFP®, ChFC, EA
Breakaway Wealth Planning
Westerville, OH
CFP®
Marion Wealth Management
Monroeville, PA
CFP®, CDFA, Realtor
Signature Premier Properties
Huntington Station, NY
CFP®, CFA
103 Advisory Group
Chicago, IL
CFP®, CPA/PFS
Portland Financial Advisors, Inc.
Port Washington, NY
CFP®
Markland Wealth Management, Inc.
Manhattan Beach, CA
CFP®
Choice Wealth Advisors
Waterville, ME
CFP®
Iron Horse Wealth Management, LLC
Johnston, IA
CFP®, AAMS®, AIF®
Marotta Wealth Management
Charlottesville, VA
CFP®
Equitable Advisors
Dallas, TX
CFP®, AIF®
Pence Wealth Management
Newport Beach, CA
CFP®
Andrew Marshall Financial, LLC
Carlsbad, CA
CFP®, CFA®, AIF®
Crooked Tree Capital Advisors
Petoskey, MI
CFP®
Cetera Advisor Networks
Wyckoff, NJ
CFP®
Marshall Grezlak Financial Planning
Doylestown, PA
CPA, CFP®
Rivertree Financial Planning LLC
Jackson, MS
CPA, CFP®
Marsh Wealth Management
KNOXVILLE, TN
CFP®
Martel Wealth Advisors
Vancouver, WA
CFP®
Strategic Wealth Partners
Indianapolis, IN
CFP®
Vested Weatlh Advisors
Mountain City, TN
CFP®, AIF®, EA
Oak Peak Financial
Menlo Park, CA
CFP®
Bluestone Wealth Partners
Columbus, OH
CFP®
Vestia Personal Wealth Advisors
Fort Wayne, IN
CFP®
Kalah Martre
Johns Creek, GA
CFP®
Kalah Martre
Johns Creek, GA
CFP®, ChFC™,CDFA™
JMM Wealth Management
Stamford, CT
CFP®, MBA
CareGen Wealth Management, LLC
Burlingame, CA
CFP®
Dmason Financial, LLC
Carefree, AZ
CFP®
Mason & Associates, LLC
Newport News, VA
CFP®
A&I Financial Services
Englewood, CO
CFP®
Massey & Associates, Inc.
Warwick, RI
EA, CFP®
Massie Tax & Financial Planning
Santa Cruz, CA
CFP®
Janney Montgomery Scott
Bryn Mawr, PA
CFP®
JNBA Financial Advisors
Bloomington, MN
CFP®
Equitable Advisors
Richmond, VA
CFP®
Van Reed Wealth Management LLC
Wyomissing, PA
CFP®
Materetsky Financial Group, Inc.
Boynton Beach, FL
CFP®
M2 Financial Group
Maple Grove, MN
CFP®
Slalom Wealth Management
Sacramento, CA
CFP®
Mathew Capital Management
Marlton, NJ
CFP®
LPL Financial
Encinitas, CA
CFP®
Robert E Mathias
Mt Kisco, NY
CFP®
Jeter Hrubala Wealth Strategies
Spartanburg, SC
CFP®
The Planning Center, Inc.
Chicago, IL
CFP®
Northwestern Mutual
Honolulu, HI
CFP®, CPWA®
Creative Capital Management Investments LLC
San Diego, CA
CFP®, CLU®, RICP®
Consolidated Planning, Inc.
Charlotte, NC
CFP®, ChFC, CLU
Morgan Stanley Wealth Management
Marshfield, MA
Ph.D., MBA, CFP®
Atlas Fiduciary Financial
Sarasota, FL
CFP®
Leading Edge Financial Planning
Knoxville, TN
CFP®
Radnor Financial Advisors, Inc.
Wayne, PA
CFP®
Northwestern Mutual
Atlanta, GA
CFP®
Lee Financial Corporation
Dallas, TX
CFP®, MSFP
Maxon Financial, RIA
San Rafael, CA
CFP®
Maxwell Financial Services, Inc.
Dallas, TX
CFP®
FORVIS Wealth Advisors
Kansas City, MO
CFP®
UBS Financial Services Inc
Marco Island, FL
CFP®
UBS Financial Services Inc
Coral Gables, FL
CPA, CFP®, CDFA®
Councilor, Buchanan and Mitchell, P.C.
Bethesda, MD
CFP®,CPA/PFS,MBA
MJM Financial Advisors, LLC
Gillette, NJ
CFP®, CPA
Forest Asset Management LLC
Riverside, IL
CFP®
Ruggaard & Associates, LLC
Twinsburg, OH
CFA, CFP®
Capital Financial Advisors of New York
Clifton Park, NY
M.S., CFP®, ChFC®
Fulton Financial Advisors
Virginia Beach, VA
CFP®
Ameriprise Financial
Miami, FL
CFP®
CoreNorth Capital Planning
Wichita, KS
CFP®
Ameriprise Financial Services, LLC
Glen Allen, VA
CFP®, AIF®
Centinel Financial Group
Needham Heights, MA
CLU,ChFC,CFP®,CEBS,
Maureen McCabe, LLC
Milwaukee, WI
CFP®
Lifetime Financial Strategies
Erie, CO
CFP®
Perspective Financial Services LLC.
Phoenix, AZ
CFP®
Hudson Financial Advisors
Streetsboro, OH
CFP®
McCarthy Wealth Management
Newport Beach, CA
CFP®, CPA
McCarthy Asset Management, Inc
Redwood Shores, CA
CFP®, ChSNC™
Financial Decision Partners, LLC
Snellville, GA
CFP®, CRI®, MBA
McCary Anheuser Wealth Management, LLC
West Hartford, CT
CFP®
McCaskill Financial
Frederick, MD
CPA, CFP®
Strategic Planning Group
FISHERS, IN
CFP®
Northwestern Mutual Financial Network
Albany, NY
CFP®, CIMA®
Rhame & Gorrell Wealth Management
The Woodlands, TX
CFP®
Ballast Rock Private Wealth
Carlsbad, CA
CFP®
Capital Insight Group
Peachtree Corners, GA
CFP®; CPWA®
CMH Wealth Management, LLC
Portsmouth, NH
CFP®, CPA, CEPA®
Crossroads Wealth Planning
Lake Oswego, OR
MSpfp, CFP®
The Personal Wealth Coach®
Salado, TX
CFP®
LSB Wealth Manangement
Cedar Falls, IA
CFP®
MCormack Financial Planning
Atlanta, GA
CFP®
Savant Capital Management
McLean, VA
CFP®, CPA
Financial Advisory Partners
Bellevue, WA
CFP®, ChFC®, RICP®
Pruco Securities, LLC
Parkville, MD
CFP®
Worley Erhart-Graves Financial Advisors
Indianapolis, IN
CFP®
McCurdy Investments, LLC
Sturbridge, MA
CFP®, ChFC, CRPC
Mosaic Wealth Consulting
New Alexandria, PA
CFP®
RetirementDNA
Escondido, CA
CFP®
Mercer Advisors
Santa Barbara, CA
ChFC, CFP®, AIF®
Mercer Advisors
Wilmington, DE
CFP®, BFA™
Fortis Lux Financial
Brooklyn, NY
CFP®
Ventura Wealth Management
Yardley, PA
CFP®, CDFA®
Lifetime Planning, LLC
Rollingbay, WA
CFP®
Your Wealth Guardian
Katy, TX
