CFP®
Strategic Wealth Partners
Deerfield, IL
CFP®
Keeler & Nadler Family Wealth
Dublin, OH
CFP®, ChFC, CLU
Sequoia Financial Group
Beachwood, OH
CFP®
Arista Wealth Management
Las Vegas, NV
CFP®
Oklahoma Financial Center
OKC, OK
CFP®
Maya Advisors, Inc.
Palo Alto, CA
CFP®
The Sterling Group
Pasadena, CA
CFP®
Spectrum Wealth Management
Honolulu, HI
CFP®, CFA, PPC®
Mosaic Pacific Investment Advisors
Honolulu, HI
CFP®, CPA
Cetera Financial Specialists LLC
Artesia, CA
CFP®, CPA
Cetera Financial Specialists LLC
Orange, CA
MA, MS, CFP®
The Nalls Sherbakoff Group, LLC
Knoxville, TN
CFP®
TruePath Financial Planning
Albuquerque, NM
CFP®
Marshall Financial Group
Doylestown, PA
CFP®, MBA
Pegasus Partners Ltd.
Mequon, WI
CFP®, CPA, PFS, MST
U. S. Wealth Management
Braintree, MA
CFP®
Shira Ridge Wealth Management
Larkspur, CA
CFP®
Trisperity Advisors
Katy, TX
CFA, CFP®
Magister Wealth
San Antonio, TX
CFA, CFP®
Magister Wealth
San Antonio, TX
CFP®
West Financial Services, Inc.
Mc Lean, VA
CFP®
Nutmeg Capital Advisors, LLC
Hartford, CT
Ph.D, CFP®
National Asset Management
Seattle, WA
CFP®, CFA
Henrickson Nauta Wealth Advisors
Belmont, MI
CFP®, CLU®
Shotwell Rutter Baer
Lansing, MI
CFP®, CIMA®
WatchDog Planning LLC
Cherry Hill, NJ
CFP®
FundX Investment Group
San Francisco, CA
CFP®, CPA
D. Scott Neal, Inc.
Lexington, KY
CFP®
Centurion Wealth Management LLC
McLean, VA
CFP®
Ventoux Financial Advisors, LLC
Chicago, IL
CFP®, CRPS®, AIF®
Cetera Advisor Networks
Cerritos, CA
CFP®
Heritage Wealth Advisers, LLC
Lemoyne, PA
CFP®
First National Corporation
Falmouth, MA
CRPC®, CFP®, ChFC®
VOYA Financial Advisors
Middleton, MA
CFP®
Asset Planning Inc.
Cypress, CA
CFP®
Capital Financial Planners
Salem, OR
CFP®
Menno Haven, Inc.
Chambersburg, PA
CFP®
Chris Nelson
Scottsbluff, NE
CFP®, CLU, ChFC®
NelsonCorp Wealth Management
Clinton, IA
CFP®
Doug Nelson Money Coach
Kansas City, MO
CFP®
Doug Nelson Money Coach
Bonner Springs, KS
CFP®
Independence Wealth
Voorhees, NJ
CFP®, ChFC
Sagemark Consulting
Overland Park, KS
CFP®
Keystone Financial Services
Loveland, CO
CFP®
Financial Synergies Wealth Advisors, Inc.
Houston, TX
CFP®
Freya Financial Services
Lexington, MA
CFP®, AIF®
Focus Financial Network
Minneapolis, MN
CFP®
Ambassador Wealth Management
Anaheim Hills, CA
CFP®
Raymond James Financial Services
Hastings, NE
PHD, CFP®
Leeds School of Business, University of Colorado
Broomfield, CO
CFP®, CPA
Sittner & Nelson, LLC
Eugene, OR
CFP®
NR Smith and Associates
Olympia, WA
CFP®, CCFC
First Step Wealth Planning, LLC
Gansevoort, NY
CFP®
Tobias Financial Advisors, Inc.
Fort Lauderdale, FL
CFP®
Nesser & Nesser Financial Group
Minneapolis, MN
CFP®
Delta Advisory Services,Inc
Longwood, FL
ChFC, CFP®
FSI Wealth Management
San Diego, CA
CFP®
Nevils Financial, LLC
Wakefield, MA
CFP®
Calder Investment Advisors
Grand Rapids, MI
CFP®, MBA, JD
Newcomb Financial Advisors, LLC
Chapel Hill, NC
CFP®, MBA, JD
Newcomb Financial Advisors, LLC
Chapel Hill, NC
CFP®
Bleakley Financial Group Virginia
Richmond, VA
CPA, CFP®
Delta Wealth Solutions
Branson, MO
CFP®
CIBC Private Wealth Management
Newport Beach, CA
CFP®
Newman & Associates
Clifton Park, NY
CFP®, CLU, ChFC
NEXT Financial Group, Inc.
Spring, TX
CFP®
Copperwynd Financial
Scottsdale, AZ
CFP®
LPL Financial
Lewisville, TX
CFP® ChSNC® CDFA®
Morgan Stanley Wealth Management
Mountain VIew, CA
CFP®, Enrolled Agent
FIT Planning Group, Inc
Placentia, CA
CFP®
Cornerstone Financial Partners
Irvine, CA
CFP®
HTG Investment Advisors Inc
New Canaan, CT
CFP®, MBA
Nicholson Meyer Capital Management, Inc.
Kansas City, MO
CFP®
Royal Alliance Associates, Inc.
Monterey, CA
CFP®, CRPC®
Oquirrh Wealth Advisors
South Jordan, UT
CPA/PFS, CFP®, MBA
Elm3 Financial Group
Alpharetta, GA
CFP®, EA
John G. Ullman & Associates
Corning, NY
CFP®, CWS, EA
RCN Wealth Management
Hilton Head, SC
CFP®
Sterling Financial Group
Sparta, NJ
CFP®
PAMG Advisors
Fort Myers, FL
CPA, CFP®
Leavell Investment Management, Inc.
Birmingham, AL
JD, CFP®
Niehaus Financial Services, LLC
Cincinnati, OH
CFP®, ChFC®, AIF®
Key Wealth Partners, LLC
Lititz, PA
CFP®, CRPC®, CLTC
Ameriprise Financial Services, LLC
Paramus, NJ
CFP®
Aspiriant, LLC
Cincinnati, OH
CPA, CFP®, CDFA®,
Harvest Point Wealth Management
West Des Moines, IA
CFP®
SFMG Wealth Advisors
Plano, TX
CFP®
Capital Accumulation Group, Inc.
Honolulu, HI
CFP®
Fairfield County Financial Services
Southbury, CT
CFP®, EA
KLN Financial Group
Lincoln, CA
CFP®
Crescent Sterling Ltd
Metairie, LA
CFP®
Prosperity Planning, Inc
Kansas City, MO
CFP®
Nobles Pound Financial Planning, Inc.
Fayetteville, NC
CFP®
Cetera Wealth Partners
Spartanburg, SC
CFP®,ChFC,CIMA,CLTC
Ameriprise Financial, Inc.
Rochester, NY
CFP®, CLU, ChFC
Access Financial Services, Inc.
Minneapolis, MN
CFP®
Capitol Securities Management
Reston, VA
CFP®, CDFA®
Argent Bridge Advisors
Vienna, VA
CFP®
Seacoast Investment Services
Oviedo, FL
CFP®
Thrivent Financial
Birmingham, AL
CFP®, CLU®
Baystate Financial
North Andover, MA
CFP®, CFS
Midwest Wealth Advisors
Elk River, MN
CFP®
SageView Advisory Group
North Syracuse, NY
CFP®
Fulton Private Bank
Lancaster, PA
CFP®
North Star Resource Group
Minneapolis, MN
CFP®, CFA, CSLP®
Experience Your Wealth, LLC
Bristol, RI
CFP®
Intrepid Wealth Partners
Madison, WI
CFP®
URBAN Wealth Management, LLC
El Segundo, CA
CFP®
Novos Planning Associates Inc
New York, NY
CFP®
Balanced Capital
Heber City, UT
CFA, CFP®
Peapack-Gladstone Bank
Morristown, NJ
CFP®
Titanium Advisors, LLC
Franklin, MA
