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®
Twin Cities Wealth Strategies
Maple Grove, MN
CFP®
JMG Financial Group, LTD.
Downers Grove, IL
CFP®, MBA
Creative Financial Concepts, LLC
New York, NY
CFP®
ZRC Wealth Management, LLC
Walnut Creek, CA
CFP®, CPA
PDS Planning, Inc.
Columbus, OH
CFP®
Legacy Financial Advisors Corp.
Bloomington, MN
CFP®
Merrill Lynch
Norfolk, VA
CFP®
Merrill Lynch
Norfolk, VA
CFP®
KM Advisory Services
Victor, NY
CFP®
John G. Ullman & Associates
Corning, NY
CFP®
LPL Financial
El Dorado Hills, CA
MSFS, CFP®
Ameriway Financial Services, Inc.
Marlton, NJ
CFP®
Coldstream Capital
Bellevue, WA
CFP®, EA
Merrithew & Thorsten, Inc.
San Diego, CA
CFP®
Vision Capital Management
Portland, OR
CFP®
Country Financial
Naperville, IL
CFP®
Diversified Trust Company
Atlanta, GA
CFP®
Koda Insurance Group
Abilene, TX
CFP®, ChFC, CLU
Capstone Wealth Partners, Ltd.
Dublin, OH
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 and Devick Financial Network
St. Louis Park, MN
MT, CFP®
RTD Financial Advisors, Inc.
Bala Cynwyd, PA
MT, CFP®
RTD Financial Advisors, Inc.
Philadelphia, PA
CFP®
GDM Advisory Group, Ltd.
Fort Washington, PA
CFP®
Fure Financial
Bloomington, MN
CFP®, PhD
Symphony Financial Planning, LLC
Davis, CA
CFP®
Ameriprise Financial
Saint Louis, MO
CFP®
BGM Wealth Partners
Minneapolis, MN
CFP®
Morgan Stanley
Scottsdale, AZ
CFP®
McLean Asset Management Corporation
Mc Lean, VA
CFP®
Ameriprise Financial Services, Inc.
Overland Park, KS
CFP®
Meyers Financial Group
Irvine, CA
CFP®, MBA
Confluence Financial Planning, LLC
Sacramento, CA
CFP®
Meyers Wealth Management
Palo Alto, CA
CFP®, CLU®, ChFC®
Keith Meyers, Inc
Cannon Falls, MN
CFP®, CDFA, EA
Meyers Financial Services, Inc.
Sonoma, CA
CFP®
S.E.E.D. Planning Group, LLC
Binghamton, NY
CFP®, MBA
Institutional Investment Advisors Corp.
New York, NY
CFP®
Domani Wealth
York, PA
CFP®, CRPC®
Wells Fargo Advisors
Syracuse, NY
CFP®
Waterford Advisors LLC
Williamsville, NY
CFP®, MBA
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
Waterway Wealth Management
The Woodlands, TX
CFP®
Medicus Wealth Planning
Draper, UT
CPA, CFP®
James K Michishima CPA
Pearl City, HI
CFP®, CMP™, MSFS
PA Financial Consultants
West Newton, PA
CFP®, CMP™, MSFS
PA Financial Consultants
Irwin, PA
CFP®
Ameriprise Financial
Plano, TX
CFA, CFP®, AIF®,CAIA
Brighton Financial Planning
Clinton, NJ
CFP®
Forthright Financial Planning LLC
Albuquerque, NM
CFP®
Ameriprise Financial
Pleasant Ridge, MI
CFP®
Icon Wealth Partners
Houston, TX
CFP®
RMR Wealth Advisors
Madison, WI
CFP®
Equalis Financial
Los Angeles, CA
CFP®, RLP®
TrustCore, LLC
Brentwood, TN
CFP®
GEM Financial Advisors
Lake Forest, IL
CFP®, MBA, CMFC
Waddell & Reed
Riverside, CA
CFP®
Merrill Lynch
Washington, DC
CFP®
Douglas C. Lane & Associates
New York, NY
CFP®
The Planning Center, Inc.
Maple Grove, MN
CFP®, CLU®, ChFC®
Brio Financial Group
San Francisco, CA
MBA, CFP®,CRPS®,CDFA
Atlanta Financial Associates
Atlanta, GA
CFP®, MBA, APMA®
Ameriprise Financial
Leavenworth, KS
CFP®, MBA, APMA®
Ameriprise Financial
Overland Park, KS
CPA/PFS, CFP®, MBA
Miller Financial Management, LLC
Fishers, IN
CPA/PFS, CFP®, MBA
Miller Financial Management, LLC
Muncie, IN
CFP®
Miller Financial Group, Inc.
Red Oak, IA
CFP®
Miller Financial Group, Inc.
Bellevue, NE
CFP®
Longview, WA
CFP®
M.J. Miller & Co.
Hartville, OH
CFP®
The Northern Trust Co.
Chicago, IL
CFP®
Spring Financial Planning, LLC
North Hollywood, CA
CFP®, CFA
Summit Place Financial Advisors
Summit, NJ
CFP®
Sensible Financial
Waltham, MA
CFP®
Diversified Management, Inc.
Milwaukee, WI
CFP®
Miller Advisors, Inc.
Kirkland, WA
CFP®, CRPC®, AAMS®
Ameriprise Financial
Apple Valley, MN
CFP®
Wells Fargo Advisors
Huntington, WV
CFP®
Wells Fargo Advisors
Huntington, WV
CFP®, M.S.
LPL Financial
Aurora, CO
CFP®, M.S.
LPL Financial
Greenwood Village, CO
CFP®
Smith Miller & Buff CPA PA
Morganton, NC
CFP®, CDFA
Per Stirling Capital Management, LLC
Austin, TX
CFP®
GWN Securities, Inc.
Amarillo, TX
CFP®
Miller Premier Investment Planning, LLC
Mansfield, TX
CFP®
Integra Shield Financial Group LLC
Plymouth, MN
CFP®
Zoe Wealth Management
Charlotte, NC
CFP®
The Financial Advisors LLC
Newburyport, MA
CFP®
Lincoln Financial Group
Arcadia, CA
CFP®
The Miller Financial Group
Boca Raton, FL
CFP®
Miller Gesko
Buffalo, NY
CFP®
Ameriprise Financial
Boca Raton, FL
CFP®
Bright Investments LLC
Tampa, Florida
CFP®
Bright Investments LLC
Auburn, AL
CFP®
TMiller Financial
Houston, TX
CFP®
Robert A. Stanger & Co., Inc.
Alexandria, VA
CLU, ChFC, CFP®, AEP
Miller Wealth Advisors, LLC
Boca Raton, FL
CFP®
Raymond James Financial Services, Inc
Virginia Beach, VA
CFP®
Bridgeworth, LLC
Birmingham, AL
CFP®
Edward Jones
Brenham, TX
CFP®, CExP(TM)
Hilliard Lyons
Evansville, IN
CFP®
Mills Financial Planning
Dublin, OH
CFP®
Wipfli Financial Advisors
Edina, MN
CFP®, CLU®, CFS
Mills Wealth Advisors, LLC
Southlake, TX
CFP®
The Granville Investment Group, LLC
Granville, OH
MSF, CFP®
Boston Private Wealth LLC
Boston, MA
CFP®
Wells Fargo Advisors, LLC
Red Bank, NJ
CFP®, MBA
Open Road Wealth Management, LLC
Kansas City, MO
CFP®, CLU
Applied Financial Concepts, Inc.
Richfield, OH
CFP®, AAMS
Edward Jones
Columbus, OH
MBA, CFP®, EA
Westlake Financial Advisors
Westlake Village, CA
CFP®, MBA
Waypoint Wealth Planning
Stamford, CT
CFP®
Financial Synergies Wealth Advisors
Houston, TX
CFP®, CPA/PFS, CIMA
SEI Investments
Oaks, PA
CLU, ChFC,CFP®, MSFS
Mass Mutual
Fulton, NY
CFP®
Martin Wealth Management, Inc.
Menlo Park, CA
CFP®
Mirsky Financial Management Corp.
Rochester, NY
CFP®
Ameriprise Financial Advisors
Williamsville, NY
CFP®, CLU, ChFC, CMF
Ameriprise Financial Services, Inc.
The Woodlands, TX
CFP®
Castle Pines, CO
CFP®
Raymond James
Greenville, SC
CFP®
Mitchell Investment Advisors, LLC
Cadillac, MI
CFP®
Mercer Advisors
Santa Barbara, CA
CFP®
Phyllis R. Mitchell Financial Services, Inc
Ocean City, MD
CFP®
Raymond James Financial Services
Killeen, TX
CFP®
Willow Creek Wealth Management, Inc.
Sebastopol, CA
CFP®
Berman McAleer Inc
Lutherville Timonium, MD
CFP®
Worcester, MA
CFP®
Windsor Wealth Management
Indianapolis, IN
CFP®
Derive Wealth
Pasadena, 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®
Financial Planning Services, LLC
Boise, ID
CFP®
Financial Planning Services, LLC
Boise, ID
CFP®, CPWA
Buckingham Strategic Wealth
Fairfax, VA
CFP®, CPWA
Buckingham Strategic Wealth
Fairfax, VA
AWMA, CMFC, CFP®
Good Life Financial Group
Reading, PA
CFP®, ChFC®
Meadows Wealth Advisors
Camas, WA
CFP®
Financial Advisory Group
York, PA
CFP®
Sioux City, IA
CFP®, CPA, PFS
Buckeye Financial Solutions,Inc
Canton, OH
CFP®
Clarity Capital Management, LLC
Portland, OR
CFP®, ChFC
Steve Mohyla CFP
Fairfax, VA
CFP®, RICP®
Financial Service Group, Inc.
Mount Pleasant, WI
CFP®
Moisand Fitzgerald Tamayo, LLC
Melbourne, FL
CFP®
Wescap Management Group
Glendale, CA
CFP®
Mokosak Advisory Group, LLC
Urbandale, IA
CFP®, AIF
GEN Financial Management, Inc.
Plymouth, MN
CFP®
Spire Investment Partners
mclean, VA
CFP®
Moller Financial Services
Northfield, IL
CFP®
EMCR
Elmhurst, NY
CFP®
Buffalo, NY
CFP®
SS+D Financial, LLC
Dayton, OH
CFP®, ChFC, CASL
MML Investors Services (MassMutual)
Springfield, MA
CFP®
Mommaerts Mahaney
Marquette, MI
CFP®
JW Cole
Palm Harbor, FL
CFP®
Allen Capital Group
Grand Island, NE
CFP®
Monat Wealth Management
Waterloo, IA
CFP®, ChFC®
Savant Capital LLC
Rockford, IL
CFP®
The Money Advisor Group, LLC
Columbus, GA
CFP®
Garden City, NY
CFP®
Montanari Financial Advisors
Norwell, MA
CFP®
Monte Financial Group LLC
Guilford, CT
CFP®
Monteith Wealth Strategies
Bozeman, MT
CFP®, CIMA®, CRPC®
Newton Center, MA
CFP®, CPA, MBA
Red Oak Financial Group
Addison, TX
CFP®
Wealth Security LLC
Austin, TX
CFP®
Montgomery Financial Group, Inc
Orleans, MA
CFP®
Brookshire, TX
CFP®
Brookshire, TX
CFP®
The Welch Group, LLC
Birmingham, AL
CFP®
Oak Tree Financial Services, LLC
Huntsville, AL
CFP®, CRPC®
Lincoln Financial Advisors
La Jolla, CA
CFP®
Hobson Yoder Financial Group
Oak Ridge, TN
CFP®
Financial Staples, LLC
Atlanta, GA
MBA, CFP®, CRPC®
Texas A&M University
College Station, TX
CFP®
Compass EMP Funds, LLC
Brentwood, TN
CFP®
Edelman Financial Services
Fairfax, VA
CFP®, MS
Vintage Financial Services
Ann Arbor, MI
CFP®
Guiding Wealth Management
Richardson, TX
CFP®
CAPTRUST
Cedar Park, TX
CFP®, EA
Moore Financial Strategies, LLC
Bloomfield Hills, MI
CFP®, CIMA
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
CFP®
Verde Wealth Group
Houston, TX
CFP®, MBA
CUNA Brokerage Services
Midlothian, VA
CPA/PFS, CFP®
Sound Financial Solutions, Inc.
Clinton, IL
CFP®
Moore Financial Advisors, Ltd.
Watertown, MA
CFP®
Appaloosa Wealth Managemen
Cleveland, OH
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®
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
CPA, CFP®
Platte Valley Investment Center, Inc.
Scottsbluff, NE
ChFC, CFP®
MyICON
Kirkland, WA
CFP®
Bradshaw & Weil, Inc.
Paducah, KY
CFP®
Compass Capital
South Weymouth, MA
CFP®
SFMG Wealth Advisors
Plano, TX
CFP®, CFA
JWM Wealth Management, LLC
Danville, CA
WMs, CFP®
Raymond James Financial Services, Inc.
Metairie, LA
CFP®, EA, RICP®
Financial Service Group, Inc.
Mount Pleasant, WI
CFP®
Morgillo Financial Management Inc
N Andover, MA
CFP®
Madison Financial Planning Group
Syracuse, NY
CFP®
GFA Financial Group
Vernon, CT
CFP®
Charlotte, NC
CFP®, CIMA, CLTC
Escalade Financial Partners
Parker, CO
CFP®
Kula, HI
CFP®
Horizon Financial Services
Torrington, CT
CFP®
Aspiriant
San Jose, CA
CFP®
Morrill Financial Services
Scituate, MA
CFP®, AIF
Financial Management Associates, LLC
Duxbury, MA
CFP®
MentorWealth LLC
Wilton, CT
CFP®, AEP®
Lau Associates LLC
Greenville, DE
CFP®
Assurance Financial Partners LLC
Franklin, TN
CFP®
Morris Tax Planning, LLC
Mt Pleasant, SC
CFP®
Cairn Financial Advisors
Denver, CO
MS, CFP®, AEP
Empowered Retirement, Inc.
Lincoln Park, NJ
CFP®
James E. Morrison
Gallipolis, OH
CFP®
Heartland Wealth Advisors
Lebanon, PA
CPA, CFP®
Morrissey Financial
Oregon City, OR
CFP®
Sound Financial Planning,Inc.
Mount Vernon, WA
CFP®, CLU, MA
Resources Planning Company, Inc.
Lincoln, NE
CFP®, MBA, RICP, RMA
Northwestern Mutual Wealth Management Company
Durham, NC
CFP®, MBA, RICP, RMA
Northwestern Mutual Wealth Management Company
Raleigh, NC
CFP®
Ameriprise Financial Services, Inc.
Kenosha, WI
CFP®, CPA/PFS, MSA
U.S. Wealth Management
North Haven, CT
CFP®, CPA
U.S. Wealth Management
North Haven, CT
CLU, ChFC, CFP®, MSF
Ameriprise Financial Adv
Denver, CO
CFP®
Coker and Palmer, Inc.
Jackson, MS
CFP®
Cypress Wealth Services
Palm Desert, CA
CFP®
Gilbert, AZ
CFP®
Ameriprise Financial Services, Inc.
Beckley, WV
CPA, CFP®
Morton Wealth Management LLC
Greensboro, NC
CFP®
Moscaret Investment Advisory
Pasadena, 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
Naarden Wealth Management
Pocatello, ID
CFP®
Mote Wealth Management, LLC/Fee-Only Financial Planning
Hiawatha, IA
CFP®, CDFA™
Epona Financial Solutions, LLC
Basking Ridge, NJ
CFP®
Mott & Associates
Bradenton, FL
CFP®, CPA, MS
Motz Wealth Management
Harleysville, PA
CFP®
LPL Financial
Boston, MA
CFP®
Reading, PA
CFP®, CLU, ChFC, AEP
Moyer Financial Services
Findlay, OH
CPA, CFP®, PFS
Jeffrey Schulte
Blue Bell, PA
CFP®
JNBA Financial Advisors
Bloomington, MN
CFP®
Waterstone Wealth Advisors, LLC
Somerville, NJ
CFP®
Foster Group, Inc.
West Des Moines, IA
CFP®
SVA Wealth Management
Madison, WI
CFP®, CPA
Tami R Mrozek CPA, PLLC
Woodinville, WA
CFP®
Boston Research and Management, Inc.
Manchester-by-the-Sea, MA
CFP®
Progressive Asset Management
Portland, OR
CFP®
Envision Wealth Management
Virginia Beach, VA
CPA/PFS, CFP®
Cultivar Capital, Inc.
Denton, TX
CFP®
Carter Financial Management
Dallas, TX
CFP®
Mullenbrock & Assocs, a financial advisory practice of Ameriprise Financial
Piqua, OH
CFP®, CLU
Perseus Wealth
Walnut Creek, CA
CFP®
Mulligan & Grote, CPA, PC
Bellerose, NY
CPA, CFP®
Whittemore Dowen & Ricciardelli, LLP
Queensbury, NY
CFP®
The Trust Company of Virginia
Roanoke, VA
CFP®
Piedmont Wealth Management
Culpeper, VA
CFP®
Mullooly Asset Management, Inc.
Wall, NJ
CFP®
Star Wealth Management Corporation
Bingham Farms, MI
CCM, CWS, CFP®
Smith Anglin Financial, LLC
Dallas, TX
CFP®, CPA
Beverly A. Mumper CPA, PS
Aberdeen, WA
CFP®
Investment House, LLC
San Jose, CA
CFP®
Encino, CA
CFP®
Financial Soulutions Advisory Group, Inc.
Chicago, IL
CFP®
Life Strategy Financial
Cypress, TX
CFP®
BT Wealth Management
Atlanta, GA
CFP®
Ameriprise Financial Services, Inc.
Honolulu, HI
CFP®
Murdock Wealth Management
Anaheim, CA
CFP®, CLU, CIMA
San Jose, CA
CFP®
Sequoia Planning & Investments LLC
San Francisco, CA
CFP®
Arista Advisory Group LLC
Capitola, CA
CFP®, CPA
Wellesley Asset Management, Inc.
Wellesley, MA
CFP®, CPCU, ARM, CLU
D. Francis Murphy Insurance Agency
Hudson, MA
CFP®
Level Financial Advisors
Buffalo, NY
CFP®
Ameriprise Financial Services, Inc.
Parkersburg, WV
CFP®
JDM Financial & Investments, Inc.
Bowie, MD
CFP®
Ameriprise Financial Advisors
Shreveport, LA
CFP®
Larry Murphy, CFP
Moorestown, NJ
CFP®
LPL Financial
Springfield, IL
CFP®, APMA®
Ameriprise Financial
Arden Hills, MN
CFP®
Raymond James Financial Services
Kenner, LA
CFP®
Merrill Lynch
Poughkeepsie, NY
CFP®
Murphy & Sylvest
Dallas, TX
CFP®
CapWealth Advisors LLC
Franklin, TN
CFP®
Murray Financial, Inc.
Chantilly, VA
CFP®
MD Wealth Management, LLC
Chelsea, MI
CFP®
Salem, MA
CFP®, ChFC®, APMA®
Ameriprise Financial Services, Inc.
Edmonds, WA
CFP®
Kimble Advisory
Richmond, VA
CFP®
Orem, UT
CFP®
Mussett Wealth Management
Rensselaer, NY
CFP®, CPA, CFA
Virginia Asset Management
Midlothian, VA
CFP®, EA
Buchman Financial Wealth Management
Orange, CT
CFP®, EA
Buchman Financial Wealth Management
Cheshire, CT
CFP®
GRID 202 Partners
Durham, NC
CPA, CFP®,
NCA Financial Planners
Mayfield Heights, OH
CFP®
Irvine, CA
CFP®
SageVest Wealth Management
McLean, VA
CFP®
Asset Mgmt & Finl Plng Spec
East Petersburg, PA
CFP®, CPA/PFS
Fortune 360 Group LLC
Plantation, FL
CFP®
Oak Advisors, LLC
Hilton Head, SC
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®
Macaulay & Associates
Fort Mill, SC
CFP®
Sagemark Consulting, CA License #0B67618
Irvine, CA
CFP®
The Harbor Group, Inc.
Bedford, NH
CFP®, ChFC
Summit Financial Strategies, Inc.
Columbus, OH
CPA, CFP®, MBA
JMac Financial Planning & Investment Services PLLC
Houston, TX
CFP®
The Peoples Bank
Smith Center, KS
CFP®
DeltaFinancial Group, Inc.
Basking Ridge, NJ
CFP®, MBA, MSFP
Compass Rose Financial Planning
Palm Springs, CA
CFP®
MacKelfresh & Associates
Sandy Springs, GA
CFP®,CRPC®
Ameriprise Financial Adv
Kosciusko, MS
CFP®
Felton & Peel Wealth Management
Kennesaw, GA
CFP®
Felton & Peel Wealth Management
Kennesaw, GA
CFP®
West Financial Services, Inc.
Mc Lean, VA
CFP®
Mack Investment Securities, Inc.
Northfield, IL
CFA®, CFP®
Eclectic Associates, Inc.
Fullerton, CA
CFP®
Financial Planning Investment Group
West Palm Beach, FL
CFP®
La Ferla Group LLC
Garden City, NY
CFP®, MBA
Ameriprise Financial Services, Inc.
Parsippany, NJ
CFP®
Phoenix Associates
Marietta, GA
CFP®, CPA
Horizon Advisors, LLC
Houston, TX
CFP®
Charles Schwab
Columbus, OH
MBA, CFP®
Financial Navigators, Inc.
Groton, MA
CFP®
Chrysalis Wealth Management
Colorado Springs, CO
CFP®
Flagship Harbor Advisors
Marshfield, MA
CFP®
WWM Financial
Carlsbad, CA
CFP®, ChFC®
Magdaleno Financial Services, Inc.
Newport Beach, CA
MS, CFP®
LPL Financial
Ames, IA
MS, CFP®
LPL Financial
Fort Dodge, IA
CFP®, ChFC®, CLU,CLF
Financial Partners Group, Inc.
Clive, IA
CFP®
ClientFirst Wealth Management
Little Rock, AR
CFP®, AIF®
StoneCrest Wealth Management
Chandler, AZ
CFP®
True Square Financial LLC
Atlanta, GA
CFP®
Illumint
Washington, DC
CFP®
Integris Wealth Management
Monterey, CA
CFP®
Legacy Wealth Planning
Reno, NV
CPA, CFP®
Mah & Associates, LLP, CPA's
San Francisco, CA
CFP®, MBA
Mission:Advice
Shepherdstown, WV
CFP®,ChFC®,CAP®
Central Financial Services
Lincoln, NE
CFP®
First Republic Investment Management
Boston, MA
CFP®
Global Vantage Wealth Management
Encinitas, CA
CFP®
Lighthouse Financial LLC
Broomfield, CO
CFP®, CLTC
J. Alden Associates, Inc.
Jenkintown, PA
CFP®
Together Planning
Gainesville, FL
CFP®
The Catalyst Group
San Francisco, CA
CFP®,CPA,CFA
Greenway Family Office
St. Louis, MO
CFP®, CPA
Providence College Dept of Finance
Providence, RI
CFP®
Insight Financial Horizons
Danvers, MA
CFP®
Insight Financial Horizons
Danvers, MA
CFP®
Main Street Financial Solutions, LLC
Newtown, PA
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
CFP®, ChFC
Parallel Advisors
San Francisco, CA
CFP®, RFC
Aspire Planning Associates
San Mateo, CA
CFP®ChFC
Ameriprise Financial Inc.
Batavia, NY
CFP®
Mandichak, Investment, Retirement
Laguna Niguel, CA
CFP®
Ameriprise Financial Services, Inc.
Florham Park, NJ
Ph.D., CFP®
Eagle Retirement Group
Dallas, TX
CFP®
EFG Planning
Overland Park, KS
CFP®
Della Porta Financial Advisors
Jacksonville, FL
CFP®
Northwestern Mutual
Las Vegas, NV
CFP®
Louis E. Mann Financial Services, INC.
Marlton, NJ
CFP®
Waddell & Reed, Inc.
Thousand Oaks, CA
CFP®,CLU®,ChFC®,CRC®
RM Financial Management
West Creek, NJ
CFP®
Equity Services, Inc.
Portland, OR
MBA-FP, CFP®
The Lynd Group Advisors LLC
Ventura, CA
CFP®
Parsec Financial
Asheville, NC
CFP®, MBA, CLTC
Northwestern Mutual Financial Network
Morristown, NJ
CFP®
Wells Fargo Private Bank
Hanover, MA
CFP®
Urban Wealth Management
El Segundo, CA
CFP®
Ameriprise Financial, Inc.
Schaumburg, IL
CFP®, ChFC, CLU
Marangola Financial Group, Inc.
Calabasas, CA
CFP®, CPA
Axial Financial Group
Burlington, MA
CFP®, ChFC, AIFA
Pivotal Planning Group, LLC
Melville, NY
CFP®,
David A. Marcus & Associates, Inc.
Deerfield, IL
CFP®, CRPC®, CDFA®
Anchor Wealth Management Group LLC
West Palm Beach, FL
CFP®, CRPC®, MSFS
Ameriprise Financial Services
Appleton, WI
CFP®
Margel Wealth Management
Paramus, NJ
CFP®, CPA/PFS
MBR Financial
Houston, TX
CFP® CPA
Retirement Extender(R)
Albuquerque, NM
CFP®
Meyer Capital Group
Marlton, NJ
CFP®, CFA
OFM Wealth
Orland Park, IL
CFP®
Raymond James Financial Services
Wilmington, NC
CFP®, CDFA, Realtor
Signature Premier Properties
Huntington Station, NY
CFP®
John G. Ullman & Associates, Inc
Rhinebeck, NY
CFP®
Walnut Creek, CA
CFP®, CPA/PFS
Portland Financial Advisors, Inc.
New York, NY
CFP®
Markland Wealth Management, Inc.
Manhattan Beach, CA
CFP®
Thousand Oaks, CA
CFP®
Iron Horse Wealth Management, LLC
Johnston, IA
CFP®
New York, NY
CFP®
Creative Planning, Inc.
Irvine, CA
CFP®, AAMS®, AIF®
Marotta Wealth Management
Charlottesville, VA
CFP®
AXA Advisors
Dallas, TX
CFP®
RIA Advisors
Houston, TX
CFP®, CPA
Greenfield, MA
CFP®, AIF®
Pence Wealth Management
Newport Beach, CA
CFP®
Ameriprise Financial Advisors
Hunt Valley, MD
CFP®, CFA®, AIF®
Crooked Tree Capital Advisors
Petoskey, MI
CFP®, EA
Soaring Wealth LLC
Bristol, VT
CFP®
Stewart & Associates, PLLC
Missoula, MT
CFP®
Cetera Advisor Networks
Wyckoff, NJ
CFP®
Marshall Grezlak Financial Planning
Doylestown, PA
CPA, CFP®
Rivertree Financial Planning LLC
Jackson, MS
CFP®
Steven Marshall & Associates
Reston, VA
CFP®
The Marshall Financial Group, Inc.
Doylestown, PA
CPA, CFP®
Marsh Wealth Management
KNOXVILLE, TN
CFP®
Money Concepts Capital Corp
Lynnfield, MA
CFP®
Martel Wealth Advisors
Vancouver, WA
CFP®
Cambridge Financial Consultants LLC
Indianapolis, IN
MSFS, CFP®, CLU, ChF
The Family Wealth Consulting Group
San Jose, CA
CFP®, BFA®
TruBridge Wealth Advisors
Portland, OR
CFP®
Mayflower Capital
Cupertino, CA
CFP®
Vested Weatlh Advisors
West Hollywood, CA
CFP®
Tailored Wealth Management
Atlanta, GA
CFP®, MBA
San Francisco, CA
MBA, CFP®, ChFC
Ameriprise Financial Services, Inc.
Austin, TX
CFP®
Xennial Planning
Oceanside, CA
CFP®
Charleston Wealth Advisors
Mt Pleasant, SC
CFP®
St. Louis, MO
CFP®
Trueretirement
Bellevue, WA
CFP®
Trueretirement
Bellevue, WA
CFP®, CDFA, APMA
Ameriprise Financial Services, Inc.
Baton Rouge, LA
CFP® MBA
NBC Securities, Inc
Palm Harbor, FL
CFP®
Bluestone Wealth Partners
Columbus, OH
CFP®
Vestia Personal Wealth Advisors
Fort Wayne, IN
CFP® RICP
Martinusen and Associates, Ameriprise Financial Services, Inc.
Visalia, CA
CFP®
Kalah Martre
Johns Creek, GA
CFP®
Kalah Martre
Johns Creek, GA
CFP®
TAM Financial Advisors, LLC
Annapolis, MD
CFP®
Mascagni Wealth Management
Clinton, MS
CFP®
Ameriprise Financial
Staten Island, NY
CFP®, ChFC™,CDFA™
JMM Wealth Management
Stamford, CT
CFP®
Raymond James Financial Services, Inc. Member FINRA/SIPC
Charlottesville, VA
CFP®, CLU
Charles W. Mason & Associates
Los Angeles, CA
CFP®
Financial Advisors - KMS
Ridgefield, WA
CFP®
Dm.ason Financial, LLC
Carefree, AZ
CFP®
Mason & Associates, LLC
Newport News, VA
CFP®, CPM®
Morgan Stanley
McLean, VA
CFP®
A&I Financial Services
Englewood, CO
CFP®
Massey & Associates, Inc.
Lincoln, RI
EA, CFP®
Massie Tax & Financial Planning
Santa Cruz, CA
CFP®
Timepiece Financial Planning, Inc.
Vancouver, WA
CFP®
Timepiece Financial Planning, Inc.
Spokane, WA
CFP®
Janney Montgomery Scott
Bryn Mawr, PA
CFP®
JNBA Financial Advisors
Bloomington, MN
CFP®
Michelle Mast
Richmond, VA
CFP®
Northwestern Mutual
Pittsburgh, PA
CFP®
Van Reed Wealth Management LLC
Reading, PA
CPA/PFS, CFP®
Corrigan Financial, Inc.
Middletown, RI
CFP®
Materetsky Financial Group, Inc.
Boynton Beach, FL
CFP®
JP Morgan
Baton Rouge, LA
CFP®
Financial Dimensions Group
Maple Grove, MN
CFP®
Matheson Financial Partners
Walnut Creek, CA
CFP®
Mathew Mitchell & Associates
Marlton, NJ
CFP®
Overland Park, KS
CFP®
Robert E Mathias
Mt Kisco, NY
CFP®, CPA
Indianapolis, IN
CFP®, CeFT™
The Planning Center, Inc.
Chicago, IL
CFP®
The Planning Center, Inc.
Chicago, IL
CFP®
Northwestern Mutual
Honolulu, HI
CFP®
Creative Capital Management
San Diego, CA
CFP®
Consolidated Planning
Charlotte, NC
CFP®, ChFC, CLU
Morgan Stanley Wealth Management
Marshfield, MA
Ph.D., MBA, CFP®
Stonegate Wealth Management, LLC.
Sarasota, FL
CFP®
Leading Edge Financial Planning
Knoxville, TN
CFP®
Radnor Financial Advisors, Inc.
Wayne, PA
CFP®
Northwestern Mutual
Atlanta, GA
CFP®
Clintsman Financial Planning
Southlake, TX
EA, CFP®, ChFC, CDFA
McGladrey Wealth Management LLC
Los Angeles, CA
CFP®
RGT Wealth Advisors
Dallas, TX
CFP®
Maxwell Financial Services, Inc A Registered Investment Adviser
Dallas, TX
CFP®
The H Group, Inc.
Portland, OR
CFP®
BKD Wealth Advisors, LLC
Kansas City, MO
CFP®
Wells Fargo Advisors
Coral Gables, FL
CFP®
Wells Fargo Advisors
Marco Island, FL
CFP®
AdvisorNet Financial
Minneapolis, MN
CPA, CFP®, CDFA®
Councilor, Buchanan and Mitchell, P.C.
Bethesda, MD
CFP®,CPA/PFS,MBA
MJM Financial Advisors, LLC
Gillette, NJ
CFA,CFP®
Financial Trust Asset Management
Boca Raton, FL
CFP®
Mayer & Associates Advisory
San Jose, CA
CFP®
SunTrust Investment Services
Jacksonville, FL
CFP®
AdvisorNet Financial, Inc
Minneapolis, MN
CFP®, CPA
Forest Asset Management LLC
Berwyn, IL
CFP®
Ruggaard & Associates, Inc.
Twinsburg, OH
CFA, CFP®
Capital Financial Advisors of New York
Clifton Park, NY
M.S., CFP®, ChFC®
Raymond James Financial Services, Inc.
Virginia Beach, VA
CFP®
Wells Fargo Advisors
Trinity, FL
CFP®
May Wealth Management Group
Pismo Beach, CA
CFP®
CoreNorth Capital Planning
Wichita, KS
CFP®
Ameriprise Financial Services, Inc.
Glen Allen, VA
CPA, CFP®
Buckingham Advisors, LLC
Indianapolis, IN
CFP®, AIF®
Centinel Financial Group
Needham Heights, MA
CFP®, CIMA®,CPWA®
Merrill Lynch
Dallas, TX
CLU,ChFC,CFP®,CEBS,
Maureen McCabe, LLC
Milwaukee, WI
CFP®
Lifetime Financial Strategies
Centennial, CO
CPA, CFP®
Pathfinder Wealth Advisors LLC
Independence, OH
CFP®
Bootstrap Capital LLC
San Jose, CA
CFP®
Perspective Financial Services LLC.
Phoenix, AZ
CFP®
Hudson Financial Advisors
Streetsboro, OH
CLU® ChFC® CFP®
MassMutual
New Jersey, NJ
CLU® ChFC® CFP®
MassMutual
New Jersey, NJ
CFP®
J H White Financial
Pottstown, PA
CFP®
J H White Financial
Malvern, PA
CFP®,ChFC®
Directional Wealth Management, LLC
Rockaway, NJ
CFP®
UBS Financial Services
Bangor, ME
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®
McCaskill Financial
Frederick, MD
CPA, CFP®
Strategic Planning Group
Indianapolis, IN
CFP®
Northwestern Mutual Financial Network
Latham, NY
CFP®
Fort Worth, TX
CFP®
Asset Strategies, Inc
Avon, CT
CFP®
Rhame & Gorrell Wealth Management
The Woodlands, TX
CFP®
RGT Wealth Advisors
Dallas, TX
CFP®
McClarren Financial Advisors
State College, PA
CFP®
WWM Financial
Carlsbad, CA
CFP®, CPA
Sugar Land, TX
CFP®, CDFA
Capital Insight Group
Peachtree Corners, GA
CFP®; CPWA®
CMH Wealth Management, LLC
North Hampton, NH
MSpfp, CFP®
The Personal Wealth Coach®
Salado, TX
CFP®
LSB Wealth Manangement
Cedar Falls, IA
CFP®
Vari Investor Services, Inc.
La Jolla, CA
CFA,CFP®,CLU,AIF®
Pinnacle Wealth Management
Land O'Lakes, FL
CFP®
MCormack Financial Planning
Atlanta, GA
CFP®
Savant Capital Management
McLean, VA
CFP®
Andersen Tax LLC
McLean, VA
CFP®
Ameriprise Financial Services, Inc.
Londonderry, NH
CFP®, CRPC®, AWMA®
Greensboro, NC
CFP®, CPA
Financial Advisory Partners
Bellevue, WA
RFC, CFP®, CFS
Counsel Wealth Management, Inc
Saint Paul, MN
CFP®, ChFC®
Ameriprise Financial Services, Inc.
Mesa, AZ
CFP®, ChFC®
Pruco Securities, LLC
Parkville, MD
CFP®
McCurdy Investments, LLC
Sturbridge, MA
CFP®, ChFC, CRPC
Mosaic Wealth Consulting
New Alexandria, PA
CFP®
Lighthouse Financial Services, Inc.
Brea, CA
CFP®
Mercer Advisors
Santa Barbara, CA
ChFC, CFP®, AIF(R)
Mercer Advisors
Wilmington, DE
CFP®
Madison Wealth Management
Leesburg, VA
CFP®
TFC Financial
Boston, MA
CPA, CFP®
McDonnell Wealth Management, LLC
Oak Forest, IL
CFP®
Murrysville, PA
CFP®
Ventura Wealth Management
Ewing, NJ
CFP®
Darrow Wealth Management
Concord, MA
CFP®
Darrow Wealth Management
Boston, MA
CFP®
Darrow Wealth Management
Los Angeles, CA
CFP®
Neal Financial Group
Houston, TX
CFP®
Meld Financial, Inc.
Birmingham, AL
CFP®,AEP®,RICP®,CLU®
First Command Financial Planning, Inc.
Newport News, VA
CFP®, ChFC, CLU, LHD
McGee Wealth Management Inc.
Portland, OR
CFA®, CFP®, CPWA®
McGehee Wealth Advisory Group, Inc.
Charlotte, NC
CFP®, CRPC
McGervey Wealth Management
Canton, OH
CFP®
Primerica Advisors
Georgetown, TX
CFP®
Primerica Advisors
Georgetown, TX
CFP®
Parkside Advisors
Berkeley, CA
CFP®, RICP®, AEP®
McGill Junge Wealth Management
Urbandale, IA
CFP®, MBA
Journey Wealth Partners
Concord, MA
CFP®
Brown, Lisle/Cummings, Inc.
Providence, RI
CFP®
McGinn Financial Services
Malvern, PA
CFP®
Stonestreet Financial, Inc.
Stoughton, MA
CFP®
Morgan Stanley
Stamford, CT
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®
Kinnelon, NJ
CFP®, CDFA®, RICP®
Strategic Divorce Planning
Medford, MA
CFP® CPA
Customized Wealth Management
Scottsdale, AZ
CFP®, CPA, CLU
Financial Strategies, Inc.
Bethesda, MD
CFP®, ChSNC®
UBS Financial Services Inc
Roswell, GA
CFP® CPA
Cozad Asset Management, Inc.
Champaign, IL
CFP®
Evensky & Katz Wealth Management
Coral Gables, FL
CFP®
Exencial Wealth Advisors
Old Lyme, CT
CFP®,CFA
Concentric Wealth Management LLC
Lafayette, CA
CFP®, CLTC, RICP®
Marca Life Planning
Birmingham, AL
CFP®
Moneyfull
Denver, CO
CFP®, CPA, CAP®
Budros, Ruhlin & Roe, Inc.
Columbus, OH
CFP®
Seattle,
CPA/PFS, CFP®
LPL Financial
Southern Pines, NC
CFP®, CAP®, AIF
Cadent Capital, LLC
Dallas, TX
CFP®, CLU®, CFA
Cadent Capital LLC
Dallas, TX
CFP®, PFP
McIntosh Capital Advisors, Inc.
Los Angeles, CA
CFP®
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
Columbus, GA
CFP®
Fairfax, VA
CFP®
Allegheny Financial Group
Pittsburgh, PA
CFP®
MyICON
Kirkland, WA
CFP®
MyICON
Bellevue, WA
CFP®
MyICON
Seattle, WA
CFP®
D.B. McKenna & Co., Inc.
Bennington, VT
CFP®
Darrow Wealth Management
Boston, MA
CFP®
Darrow Wealth Management
Concord, MA
CFP®
Modera Wealth Management
Westwood, NJ
CFP®, CIMA®
Ameriprise Financial Inc.
Kennewick, WA
CFP®
Guillaume & Freckman, Inc
Palatine, IL
CFP® MBA
CliftonLarsonAllen Wealth Advisor
West Des Moines, IA
CFP®
MNM Vested, LLC
Katy, TX
CFP®
McKinney Financial Planning & Mgmt.
Vienna, VA
DBA, CFP®
Kays Financial Advisory Corporation
Atlanta, GA
CFP®
Lassus Wherley
New Providence, NJ
CFP®
Seamount Financial Group, Inc
Scottsdale, AZ
CFP®, C(k)P®, RLP®
TrinityPoint Wealth
Milford, CT
CFP®
Nutfield Financial Services, Ltd.
Auburn, NH
CFP®
First Command Financial Services
Jacksonville, NC
CFP®
Advitica Financial Planning
Olympia, WA
CFP®, CDFA, EA, MA
Equitable Divorce Resolutions
Royal Oak, MI
CFP®, AIF®
Impact Investors, Inc.
San Francisco, CA
PhD, CFP®, CFA, CLU,
University of Alabama
Tuscaloosa, AL
CFP®
United Capital Financial Advisers, LLC
Great Falls, VA
CFP® MBA CMFC® CRPC®
Innovest Financial Partners
Kansas City, MO
CFP®, MBA
Team Wealth Planning and Mgt, Inc
Chapel Hill, NC
CFP®, ChFC®
Carson Wealth
Tucson, AZ
CFP®
Caledonia Wealth Management
Boulder, CO
CFP®
The Monitor Group, Inc.
Martinez, GA
CFP®
McNally Financial Services Corporation
San Antonio, TX
CFP®
Wingate Wealth Advisors
Lexington, MA
CFP®
Kinship Advisors
Chelmsford, MA
CPA, CFP®
D. Bruce McNamee, CPA
Sanford, ME
CFP®
Confluence Financial Advisors
Boulder, CO
CFP®, CRPC®
Ameriprise Financial Services, Inc.
Starkville, MS
ChFC®, CFP®
The Mather Group, LLC
Chicago, IL
CFP®
Isthmus Partners
Madison, WI
CFP®
McPeake & Company LLC
Walnut Creek, CA
CFP®
Four Ponds Financial Planing LLC
Falmouth, MA
CFP®
Four Ponds Financial Planing LLC
Boston, MA
MS, CFP®
Forever Financial Advisors, LLC
Fairport, NY
CFP®
Kailua, HI
CFP®
Securian
Saint Paul, MN
CFP®
McVittie Financial Advisors
Newton, MA
CFP®
Wells Fargo Advisors
Bellevue, WA
CFP®, ChFC®
McWilliams Financial Advisory Group LLC
Atlanta, GA
CFP®, MBA
SagePoint Financial Inc.
Los Angeles, CA
CFP®, RMA®
Sensible Money, LLC
Marblehead, MA
CFP®
Dallas, TX
MBA, CFP®, EA
Raymond James
North Richland Hills, TX
CFP®
J.P. Morgan Securities, LLC
Boise, ID
CFP®, ChFC
RKM Financial Services & Aperture Wealth Management
Mineral Wells, TX
CFA®,CFP®, RICP®
Honolulu, HI
CFP®, CLU, ChFC, AIF
Medeiros Financial Services, Inc
Warwick, RI
CFP®, CWS®, CPFA
D.A. Davidson & Co.
Pasadena, CA
CFP®
TABR Capital Management, LLC
Orange, CA
CFP®, ChFC, CLU,CASL
Wealth Enhancement Group, LLC
Itasca, IL
CFP®
The MNE Group
North Andover, MA
CFP®
Summit Wealth Group
White River Junction, VT
CPA, CFP®, CRPS®
Wealth Management Strategies
Tulsa, OK
CFP®
JN Mehler CFP LLC
Essex, CT
CFP®
American Wealth Management
Reno, NV
CFP®, CFA, AIF®
Telos Capital Management, Inc.
San Diego, CA
CFP®
Meikle Financial Group
Phoenix, AZ
CFP®
Lincoln Financial Advisors
Reno, NV
CFP®
Streamline Financial Services
Warrenville, IL
AIF®, CFP®, CIMA®
Boulay Financial Advisors, LLC
Eden Prairie, MN
CFP®
Fidelity Investments
Minneapolis, MN
CFP®, CLTC
Ameriprise Financial
Arden Hills, MN
CFP®
Melby Wealth Management, LLC
Nashville, TN
CFP®
McAllen, TX
CFP®
Richards, Meli & Associates
Allentown, PA
CPA, PFS, CFP®
Bruce H. Melling, CPA, PFS, CFP®
Twin Lakes, WI
CFP®, CSLP, MBA
DO NOT DELETE Due to AUDIT REASONS "Past President"
Newell, SD