CFP®, JD, MBA
Rabbanian Financial Planning, Inc.
Austin, TX
CFP®
Next Financial Group
Williamsville, NY
CFP®, CFA
Buttonwood Partners, Inc
Madison, WI
CFP®
Rademacher Financial, Inc
Lawrence, KS
CFP®
Canopy Wealth Management
Middleton, WI
CFP®,CRPC, CLTC
Financial Foundation Services
East Brunswick, NJ
CFP®
Grunden Financial Advisory, Inc
Denton, TX
CFP®
Grunden Financial Advisory, Inc
Argyle, TX
CFP®
DeSeranno Wealth Planning
Grosse Pointe, MI
MBA, CFP®
Rainer Wealth Management
Danville, CA
CFP®
Family CFO Inc
Los ALtos, CA
CFP®, RFG
Secure Planning Strategies
Southfield, MI
CFP®
Rall Capital Management, Inc.
Rockledge, FL
CFP®
Kentucky Planning Partners
Louisville, KY
CFP®
TouchPoint Wealth Partners
Cincinnati, OH
CFP®
K.S. Ramchand
Columbia, MO
CFP®
Premier Advisor Group LLC
Raleigh, NC
CFP®
Kuhn Advisors, Inc.
Denver, CO
CFP®, CDFA®,CKA
Ameriprise Financial Services, Inc.
Starkville, MS
CFP®CLU AEP CRPC AIF
Creekmur Wealth Advisors
Dallas, TX
CFP®
GW Randall & Associates
Santa Rosa, CA
CFA, CFP®
1919 Investment Council
San Francisco, CA
CFP®, CIMA®
Financial Architects, LLC
Woodstock, GA
CFP®
MML Investors Services (MassMutual)
Springfield, MA
JD CFP® AEP®
Rapps & Associates, PLLC
Cedarhurst, NY
CFP®
Jon Coomer Investment Management
Troy, OH
CFP®
KMR Wealth Advisory, LLC
San Luis Obispo, CA
CFP®, CRPC®, CAP®
Thrivent Financial
Willernie, MN
CFP® CPWA®
The Rast McFadden Wealth Management Group at Morgan Stanley
Columbia, SC
AIF®,CFP®,ChFC®,CLU®
rebel Financial
Groveport, OH
CFP®, CPA, PFS
BCR Wealth Strategies, LLC
Vestavia, AL
CFP®
Cypress Point Wealth Management
Dallas, TX
CFP®
RFC Financial Planners
Ann Arbor, MI
CFP®
Wescott Financial Advisory Group, LLC
Philadelphia, PA
JD, CFP®
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
Focus Pointe Financial, LLC
Holly Springs, NC
CFP®
FORM Wealth, LLC
Lake Geneva, WI
CFP®
Tobias Financial Advisors, Inc.
Fort Lauderdale, FL
JD, CFP®
ProActive Captial Management Inc.
Topeka, KS
CFP®
Shakespeare Wealth Management, LLC
Pewaukee, WI
CFP®, CDFA
Fonte Financial Advisors
Carlsbad, CA
CFP®, CPWA®
The Northern Trust Company
Los Angeles, CA
CFP®
Equitable Advisors, LLC
Ft Myers, FL
CLU, ChFC,CFP®
Asset Management Group, Inc.
Stamford, CT
CFP®
Sequoia Financial Group
Tampa, FL
CFP®
Limestone Wealth Advisors, a private wealth advisory practice of Ameriprise Fina
Louisville, KY
CFP®, AIF®
VISTA Wealth Strategies LLC
Reston, VA
CFP®
McNamara Financial Services
Marshfield, MA
CPA, CFP®
Valeo Financial Advisors, LLC
Carmel, IN
CFP®
Smith, Frank & Partners
Dallas, TX
CFP®
TrustCore Financial Services
Brentwood, TN
CFP® CFA
Delta Financial Group
Fraser, CO
CFP®
Avery Wealth, Inc
Jackson, MI
MBA, EA, CFA, CFP®
Boston University
Boston, MA
CFP®
PrairieView Wealth Partners
Orland Park, IL
CFP®, APMA®, CRPC®
Impavid Financial Advisors
Tampa, FL
CFP®, ChFC®, CLU®
Ameriprise Financial Services
Glendale, CA
CFP®
Planned Asset Mgmt.,LLC
CALABASAS, CA
CFP®
Safe Harbor Financial Advisors, LLC
Portsmouth, RI
CFP®
Safe Harbor Financial Advisors, LLC
Occoquan, VA
CFP®
Mercadien Asset Management
Hamilton, NJ
CFP®CPWA®CEPA® CDFA®
UBS Financial Services
Paramus, NJ
CFP®
Regency Wealth Management
Ramsey, NJ
CFP®
Rekow Management, LLC
Montevideo, MN
CFP®
Meritas Wealth Management, LLC
Larkspur, CA
CFP®
Remedios Financial Planning
San Francisco, CA
CFP®
Pier 42 Advisors
South Dennis, MA
CFP®
Relevance Capital Management
Denton, TX
CFP®
Waller Financial Planning Group, Inc.
Columbus, OH
CFP®
Edward Jones
Grand Rapids, MI
CFP®
The Renn Wealth Management Group. Inc
Atlanta, GA
CFP®
GCG Financial
Deerfield, IL
CFP®
Girard Advisory Services, LLC
Reading, PA
CFP®, RPA, AIF®
NPA Financial, LLC
Clifton Park, NY
CFP®
Johnson Bixby, LLC
Vancouver, WA
CFP®
Cornerstone Financial Services Inc.
Virginia Beach, VA
CFP®
Rexford Capital, Inc.
Bellaire, TX
CFP®, ChFC
Ameriprise Financial Advisors
Peachtree Corners, GA
CFP®
Commerce Trust Company
Springfield, MO
CFP®
Rhame & Gorrell Wealth Management
The Woodlands, TX
CFP®
Financial Chapters
San Diego, CA
CFP®
Financial Services & Investment Strategies Group
Mountain Home, AR
CFP®
Bridgeworth + SAVANT
Birmingham, AL
CFP®, CPWA®, CEPA®
Modern Wealth
Oreland, PA
CFP®
TCG Advisors, LP
Austin, TX
CFP®, ChFC®, AIF®
Mt. Juliet Advisors
Mount Juliet, TN
CFP®
Bloom Advisors, Inc.
Farmington Hills, MI
CFP®
Cordian Wealth™
Charlotte, NC
CFP®, CSLP®
Personal Wealth Strategies
Hamilton, NJ
CFP®, CTFA
The Northern Trust Company
Chicago, IL
CFP®
Mariner Wealth Advisors
Houston, TX
CFP®
Ameriprise Financial Services, LLC
Hickory, NC
CFP®, J.D., CPA
Hershey Wealth Advisors, LLC
Hershey, PA
CFP®
Investment Advisory Group
Hanover, MA
CFP®
SK Wealth Management, LLC
Providence, RI
CFP® CIMA® CPWA®
Radnor Wealth Management PLLC
Brentwood, TN
CFP®, APMA®
Stoutheart Financial Group
Wichita, KS
CFP®,AIF®,AWMA®,CFS®
Logan Lavelle Hunt
Carmel, IN
CFP®,AIF®,AWMA®,CFS®
Logan Lavelle Hunt
New Albany, IN
CFP®, CPWA®
Pembroke Advisors, Inc.
Bush, LA
CFP®, CPWA®
Pembroke Advisors, Inc.
Bush, LA
CFP® CPWA®
UBS Financial Services
Los Gatos, CA
CFP®
Thompson Wealth Management
Concord, MA
CFP®, CDFA
Prosperity Planning, Inc
Kansas City, MO
CFP®, CPA
Anchor Financial & Accounting, P.C.
Lansdale, PA
CFP®
Capstone Wealth Advisors
Indianapolis, IN
CFP®
Pruitt Richmond Wealth Management
Estero, FL
CFP®
Ameriprise Financial Services, LLC
Midlothian, VA
CFP®
Haystack Financial Planning
New York, NY
CFP®, CPA, AWMA®
Endowment Wealth Management, Inc.
Appleton, WI
CFP®, MBA, CLTC
Ameriprise Financial Services, LLC
Lockport, NY
CPA, CFP®
Soundview Advisors
Olympia, WA
AIF®, CFP®
Artisan Capital Management, LLC
Romeo, MI
CFP®, ChFC, CLU
Estate & Retirement Resources, Inc.
Ocala, FL
CFP®
TruWest Wealth Management
Scottsdale, AZ
CFP®, CLU
Ameriprise Financial Services, Inc
Miamisburg, OH
CFP®
Breakwater Financial, LLC
Needham, MA
CFP®
Rings Financial
Latham, NY
CFP®
Shakespeare Wealth Management, LLC
Pewaukee, WI
CFP®, CFS
Modera Wealth Management, LLC
Wayne, PA
CFP®
Riolo Financial Group
New City, NY
CFP®
Symphony Financial Planning
Davis, CA
CFP®
Ripley, Garlock & Associates FPG
Phoenix, NY
CFP®
Austin Wealth Management
Austin, TX
CFP®
Morgan Stanley
Minneapolis, MN
CFP®
Risley Capital Management LLC
Ellisville, MO
CFP®
Pure Financial Advisors, Inc.
San Diego, CA
CFP®, PFS
Discovery Financial Centers, Inc.
Red Wing, MN
CFP®
Curious Crow Financial Planning
Revere, MA
CFP®, EA
White Lighthouse Investment Management
Lexington, MA
CFP®, CIMA®
Freedom Advisory LLC
Guaynabo,
CFP®
Armstrong, Fleming & Moore, Inc.
Washington, DC
ChFC, CFP®
First National Bank
Omaha, NE
CFP®, EA
Money Matters, Inc.
Minnetonka, MN
CPA, CFP®
Money Matters, Inc.
Minnetonka, MN
CFP®, CFS
Luther Forest Wealth Advisors, LLC
Malta, NY
CFP®
Steve Robbins, Inc.
Florissant, MO
CFP®, ChFC, CLU
Wells Fargo Private Bank
Minneapolis, MN
CFP®, ChFC
CMR Financial Advisors, Inc.
Kailua, HI
CFP®
Beyond Your Hammock
Boston, MA
CFP®,BFA™, CRPC®
Ameriprise Financial Services, LLC
Cheyenne, WY
CFP®
Logic Capital Management, LLC
Houston, TX
CFP®, AAMS®
Wells Fargo Advisors
Huntsville, AL
MFM, CFP®, CAP®
Syverson Strege
West Des Moines, IA
CFP®, CRPS, AIF®
George W. Robertson, CFP
Issaquah, WA
CFP®
Maxim Capital Advisors Inc
Irvine, CA
CFP®, EA
Robertson Financial Group
Tucker, GA
CFP®, ChFC®, CASL®
Wealthcrest Financial Services, LLC
Springfield, VA
CFP®
The Financial Planning Group, LTD
Northbrook, IL
CFP®, CLU
Dale P. Robinson, CFP
Dearborn, MI
CFP®
Resource Consulting Group, Inc
Austin, TX
CFP®
Investment Designers of Tulsa, Inc
Tulsa, OK
CFP®
Kingsview Partners Wealth Management, LLC
Oak Lawn, IL
CFP®, MS
KCR Wealth Management, LLC
Reston, VA
CFP®, CDFA®
TrinityPoint Wealth
Milford, CT
CFP®
Stolz & Associates, P.S.
Tacoma, WA
CFP®, CPA, AEP®
Linscomb & Williams
Birmingham, AL
CFP®
Everence Financial Advisors
Lancaster, PA
EA, CFP®
Premier Tax & Financial Services
New York, NY
CFP®CPA/PFS ChFC AIF
Intrua Financial
Austin, TX
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
CFP®
The Connecticut Group
Westport, CT
CFP®
Advise Financial LLC
Coral Gables, FL
CFP®
The Potter Financial Group
Durham, NC
CFP® , CEPA, CPFA™
JDR Wealth Management, LLC
Oxford, MI
CFP®
Syverson Strege
West Des Moines, IA
CFP®
Northwestern Mutual
Indianapolis, IN
CFP®, CPA
Rogers & Kirby, Inc. / United Planners'
Phoenix, AZ
CFP®
Cannon Beach Financial Advisors
Brookline, MA
CFP®, ChFC
PDS Planning, Inc.
Dublin, OH
CFP®
Forum Financial Management, LP
Lombard, IL
MSBA, CFP®, EA
Planning Within Reach
San Diego, CA
CFP®
Rogers Wealth Management Services, LLC
Grand Rapids, MI
ChFC®, CFP®, APMA®
Ameriprise Financial Inc.
Evans, GA
CFP®
Day2Day Personal Financial, LLC.
Daytona Beach, FL
CFP®
Financial Network
Birmingham, MI
CFP®
AllGen Financial Advisors, Inc.
Orlando, FL
CFP®
Cornerstone Financial Group, Inc.
Lafayette, LA
CFP®
Romano & Romano Financial, LLC
North Wales, PA
CFP®
Roman Retirement Planning LLC
Mashpee, MA
MBA, CMA, CFP®
Castellan Financial Advisors
Pleasant Hill,
MBA, CMA, CFP®
Castellan Financial Advisors
Roseville, CA
CFP®
Artisan Financial Planning
Overland Park, KS
EA, CLU, CFP®
Rooney, Schmidt and Associates Inc.
Williston Park, NY
CFP®
Rope Financial
Braintree, MA
CFP®
Leslie Roper Day & Associates
Folsom, CA
CFP® EA
Build a Better Financial Future, LLC
Pasadena, CA
CFP®
American Investment Planners, LLC
Jericho, NY
CFP®
UBS Financial Services
Short Hills, NJ
CFP®, MBA
Wharton Wealth Planning, LLC
Santa Fe, NM
CFP®, MBA
Wharton Wealth Planning, LLC
New York, NY
CFP®
Ameriprise Financial Services, LLC
Severna Park, MD
CFP®
Wealth Management Solutions
Scottsdale, AZ
CFP®, EA, CDFA
Villa Rose Associates, Ltd
Morganville, NJ
CFP®, ChFC, CRC, CFS
Rosenthal Retirement Planning, LP
Fort Worth, TX
CFP®
Access Financial Planning, LLC
Newburyport, MA
CFP®
USAA Enterprise Advice Group
San Antonio, TX
CFP®,AEP®,CEPA,CVGA®
Forum Financial Management, LP
Thousand Oaks, CA
CFP®
Fortune Financial Group, Inc.
Naples, FL
CFP®, ChFC®, MQFP®
Adrienne Ross
Spokane, WA
CFP®
Heritage Advisors Group, Inc.
Maitland, FL
CFP®, CPWA®, ChFC®
Polaris Wealth Management LLC
Destin, FL
MBA, CFP®, CRPC, AIF
Independent Wealth Management
Wall, NJ
CFP®
Intelligent Capitalworks
Scottsdale, AZ
CFP® ChFC®
R² Wealth Management Partners
Lincoln, NE
CFP®
JNBA Financial Advisors
Duluth, MN
MSFS, CFP®
Intelligent Capitalworks
Scottsdale, AZ
CFP®, CHFC, AEP
Gold Coast Benefits Group, Inc.
Aventura, FL
CFP® CFA CPA
Rothman Investment Management
ATASCADERO, CA
CFP®
Landaas & Company
Milwaukee, WI
CFP®, AIMC, CRPS
International Asset Management, Inc.
Laredo, TX
CFP®
Financial Growth Concepts
Marquette, MI
CFP®
Personal Benefit Financial
Lakewood, CO
CFP®
Megan Rouse Financial Planning
Dublin, CA
CFP®, MBA
Rowan Financial LLC
Bethlehem, PA
CFP®
Rowley Financial
Lancaster, PA
CFP®, CPA, CDFA
CBM (Councilor, Buchannan & Mitchell, PC)
Bethesda, MD
CFP®, CFS, RFC
New England Wealth Advisors
Bedford, NH
CFP®, CFA®, CDFA
Waddell & Associates, LLC
Memphis, TN
CFP®
Patuxent Financial Planning, LLC
Miami, FL
CFP®
Edward Jones
Chanhassen, MN
CFP®
Cambridge Trust
Boston, MA
CFP®
ProWealth One
Houston, TX
CFP®
Barry A. Rucks & Associates
Philadelphia, PA
CFP®
Barry A. Rucks & Associates
King of Prussia, PA
CFP®
Rudisill lnvestment Management, LLC
Hershey, PA
CFP®
Retirement Investment Advisors, Inc.
Frisco, TX
CFP®, AAMS, AIF
CLA Wealth Advisors
Peoria, IL
CFP®, AAMS, AIF
CLA Wealth Advisors
Peoria, IL
CFP®
Hudson Valley Investment Advisors
Goshen, NY
CFP®
Sequoia Financial Group
Akron, OH
CFP®
Russek Financial Services
North Haven, CT
CFP®, RICP®
Carter Financial Management
Dallas, TX
CFP®
MTR Financial Services, LLC
Kingwood, TX
CFP®
Four Ponds Financial Planning
North Charleston, SC
CFP®, EA
Long Island Financial Services Group
Patchogue, NY
CPA, CFP®, CLU
Noll Financial Services
Middletown, PA
CFP®
Securus Financial Strategies
Pepper Pike, OH
CFA,CFP®,CLU
Clarity Capital Partners, LLC
Newport Beach, CA
CPA/PFS, CFP®
Multnomah Group, Inc
Portland, OR
CFP®
Blue Water Wealth
Portland, OR
CFP®
Mainstreet Financial Advisors, LLC
Kalamazoo, MI
CFP®
Wells Fargo Advisors FiNet
Indianapolis, IN
CFP®
JD Bowen Financial Group
Indian Harbour Beach, FL
CFP®
Marshall & Sterling Wealth Advisors
Kingston, NY
CFP®
Marathon Mission Wealth Management
Latham, NY
CFP®
Flagship Wealth Advisors, LLC
Wakefield, MA
CFP®, CTFA, EA, TEP
Premier Trust
Las Vegas, NV
CFP®
Coldsmith, Ryder & Associates, Ameriprise Financial Services, Inc.
Mobile, AL
CFP®
RS Crum Inc.
Newport Beach, CA
