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®
Raanes Capital Advisors, LLC
Hattiesburg, MS
CFP®
Simmons Investment Services
Maumelle, AR
CFP®, JD, MBA
Rabbanian Financial Planning, Inc.
Austin, TX
CFP®, CRPC, APMA
Ameriprise Financial
Mesa, AZ
CFP®, CLU, ChFC, AEP
Northwestern Mutual Wealth Management Co
Chesterfield, MO
CFP®
Buttonwood Partners, Inc
Madison, WI
CFP®, CRPC®, CTFA
Financial Life Advisors
San Antonio, TX
CFP®
Rademacher Financial, Inc
Lawrence, KS
CFP®
LPL Financial
Middleburg Heights, OH
CFP®, AIF
DRM WEALTH MANAGEMENT
West Hollywood, CA
CFP®
Canopy Wealth Management
Middleton, WI
CFP®
Prudential Financial
Jacksonville, FL
CFP®,CRPC, CLTC
Financial Foundation Services, a Private Wealth Practice of Ameriprise
East Brunswick, NJ
CFP®
Nadler Financial Group, Inc.
Deerfield, IL
CFP®
Grunden Financial Advisory, Inc
Denton, TX
CFP®
Grunden Financial Advisory, Inc
Argyle, TX
CFP®
DeSeranno Wealth Planning
Grosse Pointe, MI
MBA, CFP®
Protected Investors of America
Danville, CA
CFP®
Family CFO Inc
Los ALtos, CA
CFP®, RFG
Secure Planning Strategies
Southfield, MI
CFP®
Kentucky Planning Partners
Louisville, KY
CFP®
K.S. Ramchand
Columbia, MO
CFP®
Premier Advisor Group LLC
Durham, NC
CFP®
Oklahoma City, OK
CFP®
Kuhn Advisors, Inc.
Denver, CO
CFP®, CDFA®,
Ameriprise Financial Services, Inc.
Starkville, MS
CFP®CLU AEP CRPC AIF
Financial Enlightenment
Dallas, TX
CFP®
Summit Wealth Group
Norwich, VT
CFP®
GW Randall & Associates
Santa Rosa, CA
CFA, CFP®
1919 Investment Council
San Francisco, CA
CFP®, MSFS, AIF, CLU
San Diego, CA
CFP®
Hopwood Financial Services, Inc.
Reston, VA
CFP®, CIMA®
Financial Architects, LLC
Woodstock, GA
CFP®
Bethesda, MD
CFP®
Allegiant Wealth Management
Dallas, TX
CPA/PFS, CFP®, MBA
Rapka & Rapka, CPAs
Wall Township, NJ
CFP®
Jon Coomer Investment Management
Troy, OH
CFP®
Ameriprise Financial Services, Inc.
Edina, MN
CFP®
KMR Wealth Advisory, LLC
San Luis Obispo, CA
CFP®
Global Financial Advisory
Fort Worth, TX
CFP®, CRPC®, CAP®
Thrivent Financial
Willernie, MN
CFP®, ChFC®, CLU®
rebel Financial
Groveport, OH
CFP®
Merrill Lynch
Fort Myers, FL
CFP®, CPA, PFS
Berk Cleveland Rathmell Wealth Strategies, LLC
Vestavia, AL
CFP®
Cypress Point Wealth Management
Dallas, TX
CFP®
Rau Financial Group
Lake Charles, LA
CFP®
Rauschenberger Financial Advisors
Elgin, IL
CFP®
RFC Financial Planners
Ann Arbor, MI
JD, CFP®
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
Brilliant Deductions Financial
Decatur, AL
CFP®
Focus Pointe Financial, LLC
Holly Springs, NC
CFP®
Hamilton Capital Management, Inc.
Columbus, OH
CFP®
FORM Wealth, LLC
Lake Geneva, WI
CFP®
Capital Investment Advisors
Atlanta, GA
CFP®
Crossgate Wealth Advisors
Yardley, PA
CFP®, CFS, CRS, CSA
SVA Wealth Management
Madison, WI
CFP®
AmeriServ Trust
Johnstown, PA
JD, CFP®
ProActive Captial Management Inc.
Topeka, KS
CFP®
Shakespeare Wealth Management, Inc.
Pewaukee, WI
CFP®
Landmark Financial Services, LLC
Andover, NJ
CFP®, CDFA
Fonte Financial Advisors
Carlsbad, CA
CFP®, CPWA®
The Northern Trust Company
Los Angeles, CA
CFP®
San Antonio, TX
CFP®
AXA Advisors
Ft Myers, FL
CFP®
Royal Alliance Associates, Inc
Monterey, CA
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®
McNamara Financial Services, Inc.
Marshfield, MA
CFP®
TrustCore Financial Services
Brentwood, TN
CFP®
Ameriprise Financial Services, Inc
Austin, TX
CFP®
Avery Wealth, Inc
Jackson, MI
MBA, EA, CFA, CFP®
Boston University
Boston, MA
CFP®
Regan Financial Group
Danville, CA
CFP®
Thrivent Investment Management Inc.
Orland Park, IL
CFP®, APMA®, CRPC®
Impavid Financial Advisors
Tampa, FL
CFP®
Merrill Lynch
Westfield, NJ
CIMA® CFP® CLU® ChFC
Reich Asset Management, LLC
Marmora, NJ
CFP®, ChFC®, CLU®
Ameriprise Financial Services
Glendale, CA
CFP®, CRPC®
Ameriprise Financial Services
Minnetonka, MN
CFP®
Planned Asset Mgmt.,LLC
Calabasas, CA
CFP®, MBA®, ChFC®
Ameriprise Financial Services, Inc.
Hempstead, NY
CFP®
Safe Harbor Financial Advisors, LLC
Occoquan, VA
CFP®
Safe Harbor Financial Advisors, LLC
Portsmouth, RI
CFP®
Mercadien Asset Management
Hamilton, NJ
CFP®
Valencia, CA
CFP®
Beacon Pointe Wealth Advisors
Scottsdale, AZ
CFP®
Walter Reinsdorf
San Francisco, CA
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®
UBS
Melville, NY
CFP®
Relevance Capital Management
Denton, TX
CFP®
Waller Financial Planning Group, Inc.
Columbus, OH
CFP®
Life Strategies FP
Augusta, GA
CFP®
Buckingham Strategic Wealth
Wyomissing, PA
CFP®
The Renn Wealth Management Group. Inc
Atlanta, GA
CFP®
GCG Financial
Deerfield, IL
CFP®, RPA
NPA Financial, LLC
Clifton Park, NY
CFP®, MBA, CPCC
Private Ocean
San Rafael, CA
CFP®
Cornerstone Financial Services Inc.
Virginia Beach, VA
CFP®
Rexford Capital, Inc.
Bellaire, TX
CFP®CWS®
BBVA USA
Birmingham, AL
CFP®, ChFC
Ameriprise Financial Advisors
Peachtree Corners, GA
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 Financial
Birmingham, AL
JD, CFP®
Western Kentucky University
Bowling Green, KY
CFP®, CDFA™, MBA
Abaris Financial Group, LLC
Concord, MA
CFP®
TCG Advisors, LP
Austin, TX
CFP®, ChFC®, AIF®
Mt. Juliet Advisors
Mount Juliet, TN
CFP®
Bloom Asset Management, Inc.
Farmington Hills, MI
CFP®
North Light Financial Group
Plymouth, MA
CFP®
Rice & Associates
Charlotte, NC
CFA, CFP®
Keats, Connelly and Associates, Inc.
Phoenix, AZ
CFP®, CTFA
The Northern Trust Company
Chicago, IL
CFP®
Patriot Wealth Management
Houston, TX
CFP®
Ameriprise Financial
Hickory, NC
CFP®, J.D., CPA
Hershey Wealth Advisors, LLC
Hershey, PA
CFP®
Investment Advisory Group
Hanover, MA
CFP® CIMA®
Radnor Wealth Management PLLC
Brentwood, TN
CFP®, CPA/PFS
Devonshire Asset Management, Inc.
Stoneham, MA
CFP®, APMA®
Stoutheart Financial Group
Wichita, KS
CFP®
Richardson Elite Financial Strategies
San Ramon, CA
CFP®,AIF®,AWMA®,CFS®
Logan Lavelle Hunt
New Albany, IN
CFP®,AIF®,AWMA®,CFS®
Logan Lavelle Hunt
Carmel, IN
CFP®, CLU®
UBS Financial Services
Cincinnati, OH
CFP®
Pembroke Advisors, Inc.
Bush, LA
CFP®
Pembroke Advisors, Inc.
Bush, LA
CFP® CPWA®
UBS Financial Services
Los Gatos, CA
CFP®, CLU
EPA Financial Services, Corp.
Toms River, NJ
CFP®
Thompson Wealth Management
Concord, MA
CFP®
Prosperity Planning, Inc
Kansas City, MO
CFP®, CPA
Anchor Financial & Accounting, P.C.
Lansdale, PA
CFP®
Ameriprise Financial
Buffalo Grove, IL
CFP®
Winston-Salem, NC
CFP®
Ameriprise Financial
Midlothian, VA
CFP®
Southern Methodist University
El Prado, NM
CPA, CFP®
Valley National Group
Bethlehem, PA
CFP®, CPA, AWMA®
Endowment Wealth Management, Inc.
Appleton, WI
CFP®, MBA, CLTC
Ameriprise Financial Services, Inc.
Lockport, NY
CFP®, CDFA
Harris Financial Advisors, Inc.
Torrance, CA
CFP®
CalmWater Financial Group
Norfolk, NE
CFP®
CalmWater Financial Group
Norfolk, NE
CPA, CFP®
Soundview Advisors
Olympia, WA
AIF®, CFP®
Artisan Capital Management, LLC
Romeo, MI
CLU, CFP®
PartnersInWealth
Houston, TX
CFP®, ChFC, CLU
Estate & Retirement Resources, Inc.
Ocala, FL
CFP®
TruWest Wealth Management
Scottsdale, AZ
CFP®, CLU
Ameriprise Financial Services, Inc
Miamisburg, OH
CFP®, CDFA®
Breakwater Financial, LLC
Needham, MA
CFP®
First Midwest Bank
Joliet, IL
CFP®, CFS
Independence Advisors, LLC
Wayne, PA
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®
Buckingham Strategic Wealth
Fairfax, VA
CFP®
Pure Financial Advisors, Inc.
San Diego, CA
CFP®, PFS
Discovery Financial Centers, Inc.
Red Wing, MN
CFP®
Financial Life Focus, LLC
Livingston, NJ
CFP®, MBA, CRPC®
Ameriprise Financial Services, Inc.
Cincinnati, OH
CFP®,CPWA®
Ameriprise Financial
Atlanta, GA
CFP®, CIMA®
Freedom Advisory LLC
Guaynabo, PR
CFP®
Armstrong, Fleming & Moore, Inc.
Washington, DC
ChFC, CFP®
First National Bank
Omaha, NE
CFP®, CLU®, APMA®
Pell Wealth Partners
Rye Brook, NY
CFP®
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
CMR Financial Advisors, Inc.
Honolulu, HI
CFP®
Beyond Your Hammock
Boston, MA
CFP®
Financial Freedom Planners
Richmond, VA
CFP®, CRPC®, BFA™
Ameriprise Financial Services, Inc.
Cheyenne, WY
CFP®
Westwood Holdings Group, Inc.
Dallas, TX
CFP®, AAMS®
Wells Fargo Advisors
Huntsville, AL
CFP®
Syverson Strege
West Des Moines, IA
CPA/PFS, CFP®
West Railroad Financial Partners, LLC
Jamesburg, NJ
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®
Robinson, Tigue, Sponcil & Associates
Phoenix, AZ
CFP®
Resource Consulting Group, Inc
Austin, TX
CFP®
Investment Designers of Tulsa, Inc
Tulsa, OK
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® CIMA
Merrill Lynch
Chicago, IL
CFP®
Everence Financial Advisors
Lancaster, PA
CFP®, MS
CCB Financial Services
Sandy, OR
EA, CFP®
Premier Tax & Financial Services
New York, NY
CFP®
WECU
Lynden, WA
CFP®CPA/PFS ChFC AIF
Rodgers Capital, Inc.
Austin, TX
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
CFP®
The Connecticut Group
Westport, CT
CFP®
The Potter Financial Group
Durham, NC
CFP®
Budros, Ruhlin & Roe, Inc.
Columbus, OH
CFP®
Roehl & Yi Investment Advisors, LLC
Eugene, OR
CFP®
LPL Financial
Seattle, WA
CFP®
Gerber, LLC
Columbus, OH
CFP®
Syverson Strege
West Des Moines, IA
CFP®, CPA
Rogers & Kirby, Inc. / United Planners'
Phoenix, AZ
CFP®
Cannon Beach Financial Advisors
Brookline, MA
CFP®, CPA
Frontier Wealth, LLC
Lone Tree, CO
CFP®
Forum Financial Management, LP
Lombard, IL
MSBA, CFP®, EA
Planning Within Reach
San Diego, CA
CFP®
Rogers Wealth Management Services, LLC
Bonita Springs, FL
CFP®
Schneider Downs Wealth Management Advisors, L.P.
Pittsburgh, PA
ChFC®, CFP®, APMA®
Ameriprise Financial Inc.
Evans, GA
CFP®
Financial Network
Birmingham, MI
CFP®
Rolland Advisory Solutions
Powell, OH
CFP®
Cornerstone Financial Group, Inc.
Lafayette, LA
CFP®
Romano & Romano Financial, LLC
North Wales, PA
MBA, CMA, CFP®
Castellan Financial Advisors
Roseville, CA
MBA, CMA, CFP®
Castellan Financial Advisors
Palo Alto, CA
ChFC, CFP®
E2E Financial, LLC
Atlanta, GA
CFP®
Carson Wealth Management
The Villages, FL
CFP®
Carson Wealth Management
Winter Park, FL
CFP®, ChFC
Prudential Advisors
Herndon, VA
EA, CLU, CFP®
Rooney, Schmidt and Associates Inc.
Williston Park, NY
CFP®
Double Eagle Financial
Santa Rosa, CA
CFP®
US Wealth Management
Braintree, MA
CFP®
Leslie Roper Day & Associates
Folsom, CA
CFP® EA
Build a Better Financial Future, LLC
Henderson, NV
CFP®
Economopoulos Advisory Group
San Francisco, CA
CFP®
Modera Wealth Management
Boston, MA
CFP®
American Investment Planners, LLC
Jericho, NY
CFP®
UBS Financial Services
Short Hills, NJ
CFP®
Greystoke Consulting Inc.
Clearwater, FL
CFP®
Rosen Capital Management, Inc.
Macon, GA
CFP®
Ameriprise Financial Services, Inc.
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®, CLTC
Prudence Financial, Inc.
Sudbury, MA
CFP®,ChFC,CLU,CRPS
RZ WEALTH
Wayne, PA
CFP®
USAA Enterprise Advice Group
San Antonio, TX
CFP®
Harrisburg, PA
CFP®
Rose and Associates Financial Services
Glen Ellyn, IL
CFP®, AEP®
Forum Financial Management, LP - Thousand Oaks, CA
Thousand Oaks, CA
CFP®
Jackson/Roskelley Wealth Advisors, Inc
Scottsdale, AZ
CFP®
Fortune Financial Group, Inc.
Glen Ellyn, IL
CFP®
Truepoint Wealth Counsel
Blue Ash, OH
CFP®
Heritage Financial Services, LLC
Winter Park, FL
CFP®
Syosset, NY
CFP®, CPWA®, ChFC®
Polaris Wealth Management LLC
Destin, FL
CFP®
Minneapolis, MN
MBA, CFP®, CRPC, AIF
Independent Wealth Management
Wall, NJ
CFP® ChFC®
R² Wealth Management Partners
Lincoln, NE
CFP®
JNBA Financial Advisors
Duluth, MN
MSFS, CFP®
Intelligent Capitalworks
Scottsdale, AZ
CFP®
Financial Connection, Inc.
Boca Raton, FL
CFP®
Ameriprise Financial Services, Inc.
Chicago, IL
CFP®, CPA, MBA
Wealth Logic, LLC
Colorado Springs, CO
CPA, CFP®, PFS
LOUIS T ROTH & CO
LOUISVILLE, KY
CFP®
Pettisville, OH
CFP®
Wealth Management Group, LLC
Allen, TX
CFP®, CHFC, AEP
Gold Coast Benefits Group, Inc.
Aventura, FL
CFP®
Waterstone Financial Services
Pittsford, NY
CFP®, CEPA, CM&AA
Tanglewood Legacy Advisors
Kingwood, TX
CFP®
UBS
Red Bank, NJ
CFP®
Landaas & Company
Milwaukee, WI
CFP®, AIMC, CRPS
International Asset Management, Inc.
Laredo, TX
CFP®
True Abundance Advisors
Harrison, NY
CFP®
Financial Growth Concepts
Marquette, MI
AIF®, CFP®,ChFC, CLU
BerganKDV Wealth Management
Bloomington, MN
CFP®
Personal Benefit Financial
Lakewood, CO
CFP®
Megan Rouse Financial Planning
Dublin, CA
CFP®
Wells Fargo Advisors - FiNet
Ft Lauderdale, FL
CFP®
Rowley Financial
Lancaster, PA
CFP®, CPA, CDFA
CBM (Councilor, Buchannan & Mitchell, PC)
Bethesda, MD
CFP®
Master Plan Wealth Management
Chapel Hill, NC
CFP®
Master Plan Wealth Management
Bedford, NH
CFP®
Master Plan Wealth Management
Pittsboro, NC
CFP®, CFA®, CDFA
Waddell & Associates, LLC
Memphis, TN
CFP®
Merrill Lynch
Providence, RI
CFP®
Patuxent Financial Planning, LLC
Miami, FL
CFP®
Wellesley Investment Partners LLC
Newton, MA
CFP®
IPIC, Inc.
Keene, NH
CFP®
Wahlberg Financial Services
Rose Valley, PA
CFP®
ProWealth One
Houston, TX
CFP®
Weatherly Asset Management
San Diego, CA
CFP®
Barry A. Rucks & Associates
Philadelphia, PA
CFP®
Barry A. Rucks & Associates
Philadelphia, PA
CFP®
Rudisill lnvestment Management, LLC
Hershey, PA
CFP®
Retirement Investment Advisors, Inc.
Frisco, TX
CFP®
Grove Street Fiduciary, LLC
Peterborough, NH
CFP®, AAMS, AIF
CLA Wealth Advisors
Peoria, IL
CFP®, AAMS, AIF
CLA Wealth Advisors
Peoria, IL
CFP®
Ruggaard & Associates, Inc.
Twinsburg, OH
CFP®, CPA/PFS
Budros, Ruhlin & Roe, Inc.
Columbus, OH
CFP®
UBS Financial Services Inc.
Omaha, NE
CFP®
Wechter Feldman Wealth Management, Inc.
Parsippany, NJ
CFP®, EA
17461 Irvine Boulevard
Tustin, CA
CFP®
Hudson Valley Investment Advisors
Goshen, NY
CFP®
Sequoia Financial Group
Akron, OH
CFP®
Mark S Rushwald CFP
Toms River, NJ
CFP®, CMT
Highland, MD
CFP®
Russek Financial Services
North Haven, CT
CFP®
Gallo & Russell
Rockledge, FL
CFP®
St. Louis, MO
CFP®, CAP
The Advisors Group
Lubbock, TX
CFP®, RICP®
Carter Financial Management
Dallas, TX
CPA, CFP®,CRPC®,AAMS
FIM Group
Traverse City, MI
CFP®
MTR Financial Services, LLC
Kingwood, TX
CFP®
Morgan Stanley
Richmond, VA
MA, MBA, CFP®
The Advisors Group
Lubbock, TX
CFP®, CPA
Garden City, NY
CFP®, EA
Long Island Financial Services Group
Patchogue, NY
MBA, CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
CPA, CFP®, CLU
Noll Financial Services
Middletown, PA
CFP®
Securus Financial Strategies
Beachwood, OH
CFA,CFP®,CLU
Clarity Capital Partners, LLC
Newport Beach, CA
CPA/PFS, CFP®
Evergreen Financial Advisors, Inc.
Portland, OR
CFP®
Houston, TX
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®
KMR Financial Network
Georgetown, DE
CFP®
Marshall & Sterling Wealth Advisors
Kingston, NY
CFP®
Marathon Mission Wealth Management
Latham, NY
CFP®; Ph.d
Professional Planning Group
Westerly, RI
CFP®
Flagship Wealth Advisors, LLC
Wakefield, MA
CFP®, CIMA®, CPWA®
UBS
Boston, MA
CFP®
Bloomington, MN
CFP®
Coldsmith, Ryder & Associates, Ameriprise Financial Services, Inc.
Mobile, AL
CFP®
RS Crum, Inc.
Newport Beach, CA