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®
Santa Monica, CA
CFP®
True North Advisors, LLC
Dallas, TX
CFP®
JP Morgan Securities
Chicago, IL
CFP®
Financial Services Advisory
Rockville, MD
CFP®
Ponte Vedra, FL
CFP®
Jim Seagrave & Associates, LLC
Middlefield, CT
CFP®
Waddell & Reed
Oak Brook, IL
CFP®
Oak Brook, IL
CFP®
Raymond James & Associates
Dallas, TX
CFP®,MBA,CIMC®,CIMA®
Seal Financial Services, Inc.
Denver, CO
CFP®, ChFC, AIFA®
Searcy Financial Services, Inc.
Naples, FL
CFP®
Preferred Financial Financial Strategies, Inc.
Mooresville, NC
CFP®, CTFA
The Trust Company
Manhattan, KS
CFP®
Royal Alliance
Tucson, AZ
CPA/PFS, CFP®, CDFA
Merril Lynch
Paramus, NJ
CFP®,MBA,CLTC,CRPS®
Sechrist Financial Services
North Andover, MA
CFP®, CeFT®
CAPTRUST
Raleigh, NC
CFP®
Morgan Stanley
Jacksonville, FL
CFP®
R. Seeger Wealth Management
Lindenhurst, NY
CFP®, CIMA
Ameriprise Financial Services, Inc.
Raleigh, NC
CFP®, CLU, ChFC
ClearWay Wealth Management
Springfield, IL
CFP®
Blue Summit Wealth Management
La Mesa, CA
CFP®, MS
Seivert & Associates
Merced, CA
CFP®, MBA, MS
RelyOn Wealth Management
Allen, TX
MBA, CFP®, CFA
Rockville, MD
CLU, ChFC, CFP®
PLC Wealth Management, LLC
Raleigh, NC
CFP®
Sellers Financial Services, Inc
Brandon, FL
CFP®, CPA
Peak Financial Advisors, LLC
Denver, CO
CFP®
Capital Point Financial Group, Ltd.
Glenview, IL
CFP®, CSA
North Ridge Securities
Melville, NY
CFP®
Charles Schwab
Vancouver, WA
CFA, CFP®
FamilyVest
Destin, FL
CFP®
Newpark Wealth Management
Park City, UT
CFP®
Morgan Stanley
Rockville, MD
CFP®, CRPC®, ChFC®
Ameriprise Financial Services, Inc.
Charlotte, NC
CFP®, CRPC
Ameriprise Financial Services, Inc.
Erie, PA
CFP®
MainStreet Financial Planning, Inc.
Burlingame, CA
CFP®, ChFC
Ameriprise Financial Services, Inc.
Braintree, MA
CFP®, CDFA, ADPA, EA
Chevy Chase Trust
Bethesda, MD
CFP® AIF®
SS&G Wealth
Akron, OH
CPA/PFS, CFP®
Judy M Sescil CPA/PFS CFP
Akron, NY
CPA/PFS, CFP®
Judy M Sescil CPA/PFS CFP
Akron, NY
CFP®, CRPC
Lincoln Financial Advisors
El Paso, TX
CFP®
The Planning Center
Maple Grove, MN
CFP®
Clintsman Financial Planning
Southlake, TX
CFP®, ChFC
John E. Sestina And Company
Columbus, OH
CFP®
Rightirement Wealth Partners
Harrison, NY
CFP®
North Star Resource Group
Minneapolis, MN
CFP®
Newtown, CT
CFP®
Pittenger & Anderson, Inc.
Lincoln, NE
CFP®
Wealth Enhancement Group
West Des Moines, IA
CFP®
Waddell & Reed
Ft. Mitchell, KY
CFP®
Cypress Wealth Management
Edina, MN
CFP®
Mergent Group
Dallas, TX
CFP®, AIF®, EA
Searcy Financial Services, Inc.
Overland Park, KS
MBA, CFP®
Shaffer Capital
Westerville, OH
CFP®, AIF®
Latitude Advisors, LLC
Altoona, PA
CFP®
Ameriprise Financial Services, Inc.
Lebanon, PA
CFP®, ChFC®, MBA
Windfall Wealth Advisors
Paramus, NJ
CPA/PFS, CFP®
Shahbaz, Carothers & Co., P.A.
Greensboro, NC
CFP®
Stonegate Wealth Management
Oakland, NJ
CFP®(India & US),MBA
Right Returns Financial Planning LLP
Mumbai,
CFP®, AIF
Falcon Wealth Planning, Inc.
Ontario, CA
CFP®
Benefit Quest, Inc.
New York, NY
CFA, CFP®
SFMG Wealth Advisors
Plano, TX
CFP®, RLP®, CeFT
Legacy Consulting Group
Plano, TX
CFP®
Financial Compass Group
Wellesley Hills, MA
CFP®, ChFC, CRPC
Shallcross Financial Planning
Glen Ellyn, IL
CFP®
IWM Financial, Inc.
Tustin, CA
CFP®, AIF
Overland & Shanahan Wealth Advisors
San Diego, CA
CFP®
Farmington, CT
CFP®
Horizon Wealth Management
La Grange, IL
CFP®
SJK Financial Planning LLC
Hurst, TX
CFP®
R.M. Shannon Wealth Management, LLC
Saint Paul, MN
CFP® , CDFA, CeFT
HMS Financial Group
Dedham, MA
CFP®, CPA/PFS
Shapiro Financial Security Group, Inc.
Hazlet, NJ
CFP®
Amy Shappell
Seattle, WA
CFP®, CIMA®
United Capital
Los Altos, CA
CFP®
Sharkey, Howes & Javer, Inc.
Denver, CO
CFP®, CEBS, CLU, ChF
Future FWD Advisors
West Redding, CT
CFP®, MBA
Sharma Assocaites, Inc
Conshohocken, PA
JD, MBA, CFP®(R), CL
SilverStone Asset Management
Omaha, NE
CFP®, RLP®, CeFT™
River Family Advisors, LLC
Wilmington, DE
CFP®, ChFC®, AIF®
Raymond James
Draper, UT
CFP®
Bumgardner, Morrison & Co., LLC
Victoria, TX
CFP®
Glad Financial Services IncInc
Nashville, TN
CFP®
CrossleyShear/Raymond James Financial Services
Heathrow, FL
CFP®
Jackson/Roskelley Wealth Advisors, Inc.
Scottsdale, AZ
CFP®
LPL Financial
Long Beach, CA
CFP®, CLU, ChFC
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
HarborLight Investments
Santa Cruz, CA
CFP®
Sovereign Wealth Advisors
Bellevue, WA
CFP®, EA
C.L. Sheldon & Company
San Antonio, TX
CFP®, EA
C.L. Sheldon & Company
Alexandria, VA
CFP®
Capital Financial Management
San Diego, CA
CFP®,CLU®,ChFC®,CASL
Ameriprise Financial Services, Inc
West Chester, OH
CFP®, APMA®
Oquirrh Wealth Advisors
South Jordan, UT
CFP®
Oquirrh Wealth Advisors
South Jordan, UT
CFP®,CEBS,AIF®,RLP®
BDS Financial Network
Solon, OH
CFP®, JD, CPA
Spring Street Financial of Raymond James
Seattle, WA
CFP®, JD, CPA
Spring Street Financial of Raymond James
Atlanta, GA
CFP®
Stifel Nicolaus
Charlotte, NC
CFP®
New England Financial Group, LLC
West Hartford, CT
CFP®, CPA/PFS
The Nalls Sherbakoff Group, LLC
Knoxville, TN
CPA/PFS, CFP®, AIF®
Krilogy - The Sher Group
St. Louis, MO
CFP®
Robert W. Baird & Co. Incorporated
New Hartford, NY
CFP®
Vibrant Life Financial Planning, LLC
Highland Park, IL
CFP®,NAPFA
Clearview Wealth Management
Charlotte, NC
CFP®
HTG Investment Advisors
New Canaan, CT
CFP®, CRPC®, ChFC®
Ameriprise Financial Services, Inc.
Longview, TX
CFP®
Clarence, NY
MBA, CFP®, CSLP®
Future Map Financial LLC
Houston, TX
CFP®
Synergy Financial Group of Arizona
Scottsdale, AZ
CFP®
Quintessential Financial Corp.
Newport Beach, CA
CFP®
Quintessential Financial Corp.
Newport Beach, CA
CFP®
Cadence Wealth Management
Westborough, MA
CFP®
Lakeside Wealth Management
Chesterton, IN
CFP®
Lakeside Wealth Management
Michigan City, IN
CFP®, RFC, AIF
Shilanski & Associates Inc
Anchorage, AK
CFP®,CRPC®,CDFA™CLTC
Ameriprise Financial
Langhorne, PA
CFP®,CRPC®,CDFA™CLTC
Ameriprise Financial
Limerick, PA
AEP®, CFP®, EA
Mason & Associates, Inc.
Albany, CA
AEP®, CFP®, EA
Mason & Associates, Inc.
Albany, CA
CFP®
Shine Investment Advisory Services, Inc.
Lone Tree, CO
CFA, CFP®
The Northern Trust Company
Sarasota, FL
CFP®, ChFC, CFA
D.M. Kelly & Company
Des Moines, IA
CFP®, CFS
Prism Financial Group L.L.C.
Overland Park, KS
CFP®, CLU®
The Shobe Financial Group
Baton Rouge, LA
CFP®, J.D., MBA
RGT Wealth Advisors
Dallas, TX
CFP®, CLTC
The Schumacher Group - Ameriprise Financial Services, Inc.
Columbus, OH
CFP®
BlueSky Wealth Advisors
Pleasanton, CA
CFP®
Fairview Strategic Partners, LLC
Charlotte, NC
CFP®
AEPG Wealth Strategies
Warren, NJ
CFP®
Beacon Hill Investment Advisory
Columbus, OH
MBA, CFP®, CRPC, BFA
Ameriprise Financial
Cortland, OH
CFP®
Shotwell Rutter Baer
Ann Arbor, MI
CFP®
Shotwell Rutter Baer
Lansing, MI
CFP®
Financial Planning & Management
Indialantic, FL
CFP®
Creative Capital Management
San Diego, CA
CFP®, MBA, ChFC
Lincoln Financial Group
Syosset, NY
CFP®, ChFC
Ameriprise Financial Services Inc.
Bel Air, MD
CFP®, CDFA
Stonebridge Financial Planning Group
Winter Park, FL
MBA, CFP®
Atlanta, GA
CFP®
The Shobe Financial Group
Baton Rouge, LA
PhD, CFP®
Life Transition Planners, Inc.
Centennial, CO
CFP®
Odyssey Personal Financial Advisors
Roswell, GA
CFP®
Sid Financial Services
San Mateo, CA
CFA, CFP®
Gibson Capital, LLC
Wexford, PA
CFP®
First Command Financial Services
Fort Worth, TX
CPA, CFP®, AEP®
Valley National Financial Advisors
Bethlehem, PA
CFP®
Bayside, NY
CFP®
Willis Johnson & Associates
Houston, TX
CFP®, AIF®
First Affirmative Financial Network
Baltimore, MD
CFP®, CLU, ChFC
Financial Focus
Fort Wayne, IN
MBA, AIFA, CFP®,CIMA
Epsilon Financial Group Inc.
Fairfield, CA
CFP®, MBA
Sigman Financial Fitness
Denver, CO
CFP®
Point Comfort Wealth Management
Newport News, VA
CFP®TEP,ChFC,CLU,AEP
Global Financial Institute, LLC
Costa Mesa, CA
CFP®
Waddell & Reed
Warner Robins, GA
CFP®
Raymond James Financial Services
West Palm Beach, FL
CFP®
Ameriprise Financial Services, Inc.
Honolulu, HI
CPA, CFP®
Creative Finl. Plng. Advisors, Inc.
South Bend, IN
CFP®
Wyomissing, PA
CFP®
Meridian Advisory Services, LLC
Farmington Hills, MI
CFP®
Grassi & Co.
Jericho, NY
CFP®, AEP®, CWS®
Charles Schwab
Seattle, WA
CFP® ChFC® CASL CLTC
Creative Finance of NJ
Wall Township, NJ
JD, CFP®
United Capital Private Wealth Counseling
North Wales, PA
CFP®
Carl P Sherr & Co
Worcester, MA
CFP®, CPA/PFS
Stegent Equity Advisors, Inc
Houston, TX
CFP®
AdvicePeriod
San Mateo, CA
MBA, CFP®, IACCP®
Legacy Wealth Management
Memphis, TN
CFP®,CLU,ChFC,CRPC
Ameriprise Financial Services
Metairie, LA
CFP®
Simmons Capital Group
Clifton Park, NY
CFP®
Transitions Wealth Management, LLC
Greenwood Village, CO
CFP®,APMA,CDFA, ChFC
Ameriprise Financial
Jericho, NY
CFP®
McAdam
Tysons Corner, VA
CFP®
Ameriprise Financial Advisors
North Reading, MA
CFP®
Wealth Financial Group West, Inc.
Costa Mesa, CA
CFP®
Sims Financial Services LLC
Wayne, PA
CFP®
Amherst Financial Services, Inc
Toms River, NJ
CFP® CFA
Purposeful Financial
Irvine, CA
CFP®
Morgan Stanley
Charlotte, NC
CFP®, CFA
Eliot Rose Wealth Management
Cranston, RI
CFP®, CPA/PFS
Glassman Wealth Services
Vienna, VA
CFP®
Sound Investment Strategies
Bothell, WA
JD, MBA, CFP®, CIMA
Raymond James Financial Services
Houma, LA
CFP®
On Course Financial Planning
Woodinville, WA
CFP®, CPA, MS-Tax
Sisto Investment Advisory, LLC
Roseville, CA
MBA, CFP®
Sittner & Nelson, LLC
Eugene, OR
CFP®, CAP®
The Planning Center, Inc.
Moline, IL
CFP®, CeFT®
The Planning Center, Inc.
Moline, IL
CFP®
Morgan Stanley Wealth Management
Palm Beach Gardens, FL
CFP®, CPA
Schneider Downs Wealth Management Advisors, LP
Pittsburgh, PA
CFP®
S. R. Schill & Associates
Mercer Island, WA
CFP®
Waddell & Reed
Overland Park, KS
CFP®, AEP, CTFA, CLU
USAA Wealth Management
Oceanside, CA
CFP®
Lechner Associates
North Attleboro, MA
CFP®, MBA, ChFC, CLU
Cedar Brook Financial Partners
Cleveland, OH
CFP®
Soundview Advisors
Olympia, WA
CFP®
Soundview Advisors
Seattle, WA
CFP®
RP Slater Financial Management, LLC
Reston, VA
CFP®, CLU, ChFC, AEP
Northwestern Mutual
Bennington, VT
CFP®
Richard P. Slaughter Associates, Inc.
Austin, TX
CFP®
TIAA
Middleton, WI
CFP®
Phoenix Wealth Partners
Arlington, TX
CPA, CFP®, PFS
Sledge and Company PLLC
High Point, NC
CFP®
Sound Financial Management
Raleigh, NC
CFP®
Palmetto Investment Consultants, LLC
Rock Hill, SC
CFP®, MBA
Wingate Wealth Advisors
Lexington, MA
J.D., CFP®
Tampa Bay Wealth Advisory Services
Safety Harbor, FL
J.D., CFP®
Tampa Bay Wealth Advisory Services
Safety Harbor, FL
CFP®
Rockville Centre, NY
CFP®
Oxford Financial Planners/Dynamic Wealth Advisors
Durango, CO
CFP®
Oxford Financial Planners/Dynamic Wealth Advisors
Durango, CO
CFP®, ChFC, CLU
Walnut Creek Wealth Management
Walnut Creek, CA
CFP®, MBA, RFC, FIC
Triple Crown Wealth Finance
Bradenton, FL
CFP®, CIMA
Leesburg, VA
JD, CFP®
Anthony Smith Advisors, Inc.
Atlanta, GA
CFP®
First Command Financial Services
Carlisle, PA
CFP®, ChFC®, CLU
Ameriprise Financial Services, Inc.
Fairfax, VA
CFP®
Cove Financial Planning, LLC
Milwaukee, WI
CFP®
Wealthcare Solutions, LLC
Radnor, PA
CFP®
Traditions Wealth Advisors
College Station, TX
CFP®
Traditions Wealth Advisors
Austin, TX
CFP®, MBA, CRPC, APM
Ameriprise Financial
Fort Worth, TX
CFP® MSFS AIF®
Smith, Moses & Company, LLC
Beavercreek, OH
CFP®, ChFC, QPFC
Strategic Wealth Management, LLC
Bend, OR
CFP®
Pathways Advisory Group, Inc.
Fresno, CA
CFP®, CIMA,CPWA,ChFC
Suntrust Investment Services. Inc.
Nashville, TN
CFP®, AIF®
Natural Investments, LLC
Seattle, WA
CFP®
Charleston Investment Advisors
Mount Pleasant, SC
JD, CFP®
Lifetime Planning, Inc
Camarillo, CA
CFP®
Chartmark Investments, Inc.
Tulsa, OK
CFP®
PITCAIRN TRUST COMPANY
Jenkintown, PA
CFP®
Mission Wealth Management
Santa Barbara, CA
CFP®, ChFC®, CPWA®
Robert W. Baird & Co. Incorporated
Reston, VA
CFP®
Pierce Financial Planning Inc
Lexington, KY
CFP®
Raymond James Financial Services
Troy, MI
CFP®
Raymond James Financial Services
Oxford, MI
CFP®
Key Private Bank
Columbus, OH
CFP®
Balasa Dinverno Foltz LLC
Itasca, IL
CFP®
SagePoint Financial, Inc
Madison, NJ
CFP®, CFA
Smith Partners Wealth Management
Greensboro, NC
CFP®
Wells Fargo Private Bank
Minneapolis, MN
CFP®
Northwestern Mutual Investment Services, LLC
Skokie, IL
CFP®
The Advisory Group of San Francisco
San Francisco, CA
CPA, CFP®, ChFC, CLU
Vision Wealth Planning, LLC
Glen Allen, VA
CFP®, CPA/PFS, CIMA
M.J. Smith & Associates, Inc.
Greenwood Village, CO
CFP®
Smith Financial Advisors
Wheaton, IL
CFP®, MSFS
Ameriprise Financial Services, Inc.
Stevens Point, WI
CFP®
RTD Financial Advisors, Inc
Atlanta, GA
CFP®, CPA, PFS
NR Smith and Associates, PS
Olympia, WA
CFP®
Physicians Resource Services
Austin, TX
CFP®, MSFS, ChFC®
Ameriprise Financial Services, Inc.
San Diego, CA
CFP®, MBA
Covenant Wealth Advisors
Williamsburg, VA
CFP®, ChFC®, CLU®
Puget Sound Wealth Strategies, a franchise of Ameriprise Financial Services, Inc
Edmonds, WA
MS, CFP®, CLTC
Comprehensive Financial Advisers
Exton, PA
CFP®, CIMA®, RMA®
Bloomfield Investment Group- CO
Englewood, CO
CFP®,ChFC®,CASL,AEP®
Argus Financial Consultants
Ada, MI
CFP®
Smith & Associates
South Bend, IN
MS, CFP®
TDC Companies
Maumee, OH
JD, CFP®
RightPath Investments & Financial Planning, Inc.
Frisco, CO
CPA, CFP®
Tulsa, OK
CFP®, ChFC, CLU
Smith & Associates - Ameriprise Financial
Novi, MI
CFP®, AWMA®, CLTC
Janney Montgomery Scott LLC.
Syracuse, NY
CFP®
Insight Wealth Partners, LLC
Plano, TX
CFP®
Ameriprise Financial Services, Inc.
Brentwood, TN
CFP®
Prudence Wealth Advisory
Irvine, CA
CFP®, CFA®
NewRetirement Advisors
Mill Valley, CA
CFP®, CFA®
NewRetirement Advisors
Mill Valley, CA
CPA/PFS, CFP®
CBIZ
Cumberland, MD
CFA, CFP®
Bromfield Sneider Wealth Advisors, Inc.
Cambridge, MA
CFP®
Snowden Lane Partners
Pasadena, CA
CFP®, CRPC®
Mellon Money Management LLC
Ponte Vedra, FL
CFP®
UBS Financial Services Inc.
Houston, TX
CFP®
Snow Financial Group, LLC
Addison, TX
CFP®
Snyder Financial Group Inc
Tampa, FL
CFP®, ChFC
Oaktree Financial Advisors, Inc
Carmel, IN
CFP®
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Tampa, FL
CFP®
Finanial Advisor Invest Corp.
Indianapolis, IN
CFP®, CPA
Soares Financial, Inc.
Napa, CA
CFP®
The Financial Planning Center
Amherst, NY
CFP®
KCS Wealth Advisory, LLC
Los Angeles, CA
CFP®
WestView Investment Advisors, LLC
Hilton Head Island, SC
CFP®, APMA, LUTCF
Decorah Bank & Trust
Decorah, IA
CFP®, APMA, LUTCF
Decorah Bank & Trust
Decorah, IA
CLU, LUTCF,CFP®
PAS Financial Planning
Seattle, WA
CFP®
Ameriprise Financial Services, Inc.
Columbia, MD
CFP®, CLU, ChFC,CASL
WealthPro, LLC and The Strategic Financial Alliance, Inc.
Gloversville, NY
CFP®
Hemming&
Traverse City, MI
CFP®
Wade Financial Advisory, Inc.
Campbell, CA
CFP®
Ameriprise Financial Services, Inc.
Okemos, MI
CFP®
Ameriprise Financial Services, Inc.
Brookfield, WI
CFP®, MBA
Asset Planning, Inc.
Cypress, CA
CFP®
RegentAtlantic Capital, LLC
Morristown, NJ
CFP®
Cumbie Advisory Services, Inc.
Fort Worth, TX
CFP®
Halpern Financial, Inc
Rockville, MD
CFP®
TFC Financial Management, Inc.
Boston, MA
EA, CFP®
Tax & Financial Services
Rockfall, CT
CFP®
Southward Financial Services, LLC
Pickerington, OH
CFP®, CLU, ChFC
StraitGate Financial
Northville, MI
CFP®, AIF(R)
Sowa Financial Group, Inc
Lincoln, RI
CFP®
Cap1tol Street Financial Services Group
McDonough, GA
CFP®
Advisors Financial Planning Group, LLC
Gilford, NH
CFP®, CLU®
Peachtree Planning
Brentwood, TN
CFP®
Spano Advisory Services Inc
Mahopac, NY
CFP®
Raymond James & Associates
Columbus, OH
CFP®
Sparks Financial Services, Inc.
Lynnwood, WA
CFP®, CRPC
Ameriprise Financial Services, Inc.
Birmingham, AL
CFP®
ARS Capital Advisors, Inc
Jericho, NY
CPA, PFS, CFP®
Los Angeles, CA
CFP®
Eide Bailly Financial Services
Mankato, MN
MBA, CFP®
Centennial, CO
CFP®, EA
Financial Planning Fort Collins
Fort Collins, CO
CFP®
Personal Financial Consultants, Inc.
Lafayette, CA
CFP®
Northwestern Mutual
Nashville, TN
CFP®
Speight Asset Management, LLC
Houston, TX
CFP®
Palladium Wealth Mgt.
Manassas, VA
CFP® CDFA®
The Nalls Sherbakoff Group, LLC
Knoxville, TN
CFP®,MBA,ChFC,CRPC
Paul C. Spencer & Associates
Glen Allen, VA
CFP®, MBA, AIF®
Meyer Capital Group
Marlton, NJ
CFP®
United Financial Services
Liverpool, NY
CFP® MBA Ed.M
Street Smart Financial LLC
Lexington, MA
CFP®
Sperry Financial Services
Roswell, GA
CFP®
Spicer Capital
Fayetteville, AR
CFP®
AXA Advisors
Woodbury, NY
CFP®
FSC Securities Corporation
San Juan Capistrano, CA
CFP®, CPA, RMA
Magellan Tax Consultants, LLC
Brookhaven, GA
CFP®, CPA, RMA
Magellan Tax Consultants, LLC
Brookhaven, GA
CFP®
Cornerstone Financial Group
Belmont, MA
CFP®
Tucson, AZ
CFP®, CRPC
Ameriprise Financial Services, Inc.
Saddle Brook, NJ
CFP®
Wealth Source Partners
Sun City Center, FL
CFP®, CLU, ChFC
Sprague Wealth Solutions
San Ramon, CA
CFP® CLTC
Ascent Financial Strategies, LLC
Colorado Springs, CO
CFP®
Raymond James
Woodbury, NY
CFP®
Springfield Collaborative
Raleigh, NC
CFP®, EA
Santa Cruz, CA
CFP®
Jeff Sprowles and Associates LLC
Langhorne, PA
CFP®
Merrill Lynch
Santa Barbara, CA
CFP®
Spurr Financial Planning, Inc.
Highlands Ranch, CO
CFP®, AIF
St. Clair Financial
Roseville, CA
CFP®
St. John Financial Group, Inc.
Owasso, OK
CFP®
St Marie Financial Advisors, LLC
Brevard, NC
CFP®
Certified Financial Group
Altamonte Springs, FL
CFP®,AIF®,
RiverPark Financial Group
Fresno, CA
CFP®, MBA
Staib Financial Planning, LLC
Highlands Ranch, CO
CFP®, MBA
Staib Financial Planning, LLC
Lone Tree, CO
CFP® CLU®
Defender Capital
Charlotte, NC
CFP®, ChFC, CRPC
Aspire Performance Wealth Partners
Paramus, NJ
CFP®, ChFC, CRPC
Aspire Performance Wealth Partners
Millington, NJ
CFP®
Wealth Advisor Publishing, Inc.
Pittsburgh, PA
CFP®
Diversified Estate Services
Raleigh, NC
CFP®, EA
Securities America
Monroe Township, NJ
CFP®
Evergreen Wealth Management, LLC
Seattle, WA
CFP®
Michael E. Sabelli & Associates
Boardman, OH
CFP®, ChFC® CRPC®
Merrill Lynch
Everett, WA
CFP®
Nancy J Sabolish CPA CFP
Jenison, MI
CPA/PFS, CFP®
Sachetta & Callahan, LLC
Lynnfield, MA
CFP®, CTP, CFSA
First Florida Investment Services
Tallahassee, FL
CFP® ChFC® CLU®
Ameriprise Financial Services, Inc.
Philadelphia, PA
CFP®
Sadar Financial Management
Akron, OH
CFP®
BMO Wealth Management
Milwaukee, WI
CFP®
Safranek & Associates
Tulsa, OK
CFP®
Safran Wealth Advisors, LLC
New York, NY
CFP®
Safstrom & Company
Seattle, WA
CFP®
Avalan Wealth
Santa Barbara, CA
CFP®
The Legacy Group, Ltd.
Salem, OR
CFP®
Goldmark Financial Planners LLC
Salem, OR
CFP®
Randy C. Gillespie & Associates
Houston, TX
CFP®
Summit Financial Strategies
Columbus, OH
CFP® CFA
Lake Tahoe Wealth Management
Pittsford, NY
CFP®, ADPA®, MBA
Deutsche Bank Wealth Management
Brooklyn, NY
CFP®, CIMA®
The Trust Company
Lawrence, KS
CFP®, CIMA®
The Trust Company
Lawrence, KS
CFP®, CFA, EA, CTFA
Family Investment Center, Inc.
Lenexa, KS
CFP®
Moisand Fitzgerald Tamayo, LLC.
Orlando, FL
CFP®, EA
Delphinus Financial Advisors, LLC
Foxboro, MA
CFP®, CIMA, CRPC
UBS Financial Services
Alpharetta, GA
CFA, CFP®
Shine Investment Advisory Services Inc.
Lakewood, CO
CFA, CFP®
Castle Rock Financial Planning, Inc.
Mendota Heights, MN
CFP®, CDFA™
Massey, Quick & Co., LLC
Morristown, NJ
CFP®
Smart Portfolios LLC
Danville, CA
CFP®, CLU
Corinthian Wealth Management
San Jose, CA
CFP®, CFA
Alliance Advisory & Securities, Inc.
Westlake Village, CA
CFP®
Ellevest
New York, NY
CFP®
Ameriprise Financial Services, Inc.
San Francisco, CA
CFP®
Albuquerque, NM
CFP®
Santa Fe, NM
CFP®
Robert W. Baird & Co.
Eagle, WI
CFP®
Robert W. Baird & Co.
Waukesha, WI
CFP®
Sanchez & Zures, LLC
McLean, VA
CFP®
Sandene Strategies, LLC
Addison, TX
CFP®
Valued Retirements, Inc.
Houston, TX
CFP®
Century Financial Advisors, Inc.
Fargo, ND
CFP®, CPA/PFS
McGuireWoodsLP
N Chesterfield, VA
CFP®, CPA/PFS
McGuireWoodsLP
Richmond, VA
CFP®,CFS,CPA,PFS,CGM
Wealth Advisory LTD
Melville, NY
CFP®
Sandifer & Associates
Mobile, AL
CFP®
Arenite Advisory
Tustin, CA
CFP®, CLU®
LPL Financial
Fort Myers, FL
CFP®, MBA
Woloz & Associates
Los Angeles, CA
CFP®
CONFIANCE, LLC
Cleveland, OH
CFP®, CPA, ChFC
Summit Financial Strategies, Inc.
Columbus, OH
CFP®
Integral Wealth
St. Louis, MO
CFP®, ChFC®
Ameriprise Financial Services, Inc.
Melville, NY
MS, CFP®, ChFC, APMA
Bryant Park Wealth Advisors
New York, NY
CFP®, ChFC
Ameriprise Financial Services, Inc.
Waterloo, IA
CFP®, CFS, ChFC, AEP
Financial Voyages L.L.C.
Harleysville, PA
CFP®
Virginia Asset Management LLC
Midlothian, VA
CFP®, MSFS
Ameriprise Financial Services, Inc.
Orlando, FL
CFP®, AIF, ChFC, MBA
Santori & Peters, Inc.
Monroeville, PA
CFP®
MCB Financial Services
Mansfield, MA
PhD, CFP®
Act Financial Planning
Citrus Heights, CA
CFP®
Commencement Financial Planning LLC
Lakewood, WA
CFP®
Petersen Hastings Investment Management
Kennewick, WA
CFP®, CPA/PFS, AEP
Blue Ocean Strategic Capital, LLC
Syracuse, NY
CFP®
BCR Wealth Strategies, LLC
Clifton, NJ
CFP®, ChFC, CIMA
Satovsky Asset Management, LLC
Port Washington, NY
CFP®
Ameriprise Financial Services, Inc.
Beaumont, TX
CFP®
Sauberan & Company
Orchard Park, NY
CFP®
Jim Saulnier, LLC
Fort Collins, CO
CFP®, ChFC®, CASL®
Ameriprise Financial Services, Inc.
Norwood, MA
CFP®
Prairie Financial Group, A Division of Waukesha State Bank
Waukesha, WI
CFP®
Raleigh, NC
CFP®
Peacefield Wealth Solutions
Lubbock, TX
CFP®, AIF, CLU, ChFC
Growthplus, LLC
Omaha, NE
CFP®
Daniel N Saxe Income Tax, Inc.
Farmingdale, NY
CFP®, CLU, MBA
TruNorth Wealth Partners
Saint Paul, MN
CFP®, CDFA®
Palmetto Wealth Advisors, LLC
Columbia, SC
CFP®
Scagliotti & Associates
Los Gatos, CA
CFP®
Heritage Financial Services, Inc.
Woburn, MA
CFP®, CPA
Borgida & Company, P.C.
Manchester, CT
CFP®
Securities America
Garland, TX
CFP®
EIFS
Bohemia, NY
CFP®
Tandem Wealth Advisors
Phoenix, AZ
CFP®
Encore Wealth Advisors
Morris, MN
CFP®, CRPC®
Buckingham Strategic Wealth
Clayton, MO
CFP®
Focused Financial Planning LLC
The Villages, FL
CFP®
Thrivent Financial
Lancaster, PA
CFP®, ChFC, CLU, Esq
Whetstone Financial, LLC
Marion, OH
CFP®, MBA
Alliant Wealth Advisors
Woodbridge, VA
CFP®, AIF
Schatz Financial
Oldsmar, FL
CFP®
Mutual Trust Advisory Group
Estero, FL
CFP®, CPA
Washington Wealth Advisors
Falls Church, VA
CFP®
Raymond James Financial Services, Inc.
Metairie, LA
CFP®
Valley Wealth Strategies / Zuk Financial Group
San Ramon, CA
CFP®
Baron Financial Group, LLC
Fair Lawn, NJ
CFP®
NCA Financial Planners
Mayfield Hts, OH
CFP®
Cardinal Retirement Planning, Inc.
Durham, NC
CFP®
Lincoln, NE
CFP® ChFC®
Manifest Wealth Management
Maple Grove, MN
CFP®
Generations Planning Group, LLC
Albany, NY
CFP®, ChFC
SVA Wealth Management
Madison, WI
CFP®, ChFC, CLU
Trinity Financial Planning
Middleton, WI
CFP®
Summit Financial Strategies, Inc.
Columbus, OH
CFP®
MetLife
Foster City, CA
CFP®
Saratoga Financial Services
Saratoga Springs, NY
PhD, CFP®
Ameriprise Financial Services, Inc.
East Syracuse, NY
CFP®, CPA/PFS
Schiavi + Dattani
Wilmington, DE
CFP®, MBA, CPA, AIF
AEPG Wealth Strategies
Warren, NJ
CFP®
DUNCAN FINANCIAL GROUP, INC.
Huntington Station, NY
CFP®
Stratford Consulting
Addison, TX
CFP®
Universidad de Puerto Rico
Rio Grande, PR
CFP®
Pivot Point Advisors, LLC
Bellaire, TX
CFP®
Superior Financial Management
Jericho, NY
CFP®, CPA
Commonwealth Financial Network
Plano, TX
CPA, CFP®
SchlegelDunn LLC
Plano, TX
CFP®, CLU, CHFC
LPL Financial
Encino, CA
CFP®
First Command Financial Services
Orange Park, FL
CFP®
Equity Planning Institute,inc.
Bethesda, MD
CFP®
Schlitt Investor Services, Inc
Vero Beach, FL
CFP®, CRPC®
The Mather Group
Chicago, IL
CFP®
Dean, Jacobson Financial Services, LLC
Fort Worth, TX
CFP®
San Diego Wealth Management, LLC
San Diego, CA
CFP®, EA
Mashpee, MA
CFP®
Financial Planning Services
Fort Wayne, IN
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
CFP® CPWA®
Jacobson & Schmitt Advisors, LLC
Middleton, WI
CFP®, CRPC
Lincoln Financial Advisors
Irvine, CA
CFP®, CPA/PFS
River Capital Advisors, L.C.
Jacksonville, FL
CFP®, CFA
NFP Retirement
Plymouth, MN
CFP®
Schmoekel Wealth Management
Woodland, CA
CFP®
Prometheus Capital Management
Yardley, PA
CFP®
Schneider Wealth Strategies
New York, NY
CFP®
Connections Financial Advisors
Lincoln, IL
CFP®, JD, ChFC
Ameriprise Financial Services, Inc.
Linwood, NJ
CFP®
Raymond James Financial Services, Inc.
Plattsburgh, NY
CFP®, RICP®
Cleary Gull, Inc.
Milwaukee, WI
CFP®
Keith E. Schnelle, CFP®
Austin, TX
CFP®, JD, CPA
Schnell Financial Group, LLC
Kansas City, MO
CFP®
Ellenbecker Investment Group
Pewaukee, WI
CFP®, CLU, ChFC
Johnson Financial Group
Racine, WI
CFP®
InterVest, Ltd.
Chevy Chase, MD
CFP®
Marshall Financial Group
Doylestown, PA
CFP®
RSM US Wealth Management LLC
Des Moines, IA
CFP®, ChFC®
First Financial Equity Corporation
Paradise Valley, AZ
CFP®, CPA
Matterhorn Financial Planning LLC
South Jordan, UT
CFP®, CPA
Matterhorn Financial Planning LLC
Inkom, ID
CFP®
Carbahal Olsen Financial Services
Davis, CA
CFP®
LPL Financial
Spokane, WA
CFP®
San Antonio, TX
CFP®
HBKS Wealth Advisors LLC
Stuart, FL
CFP®
Schreck Wealth Management
North Haven, CT
CFP®, CPA
Mason Investment Advisory Services
Reston, VA
CPA, CFP®
PNC Bank
Cleveland, OH
RN, CFP®
Liberty Financial Group, Inc.
Elm Grove, WI
CFP®
Louise Schroeder, Financial Planning Consultant and Educator
Stillwater, OK
CFP®
Naples, FL
CFP®, CLU, ChFC, MS
Schroeder & Associates
The Woodlands, TX
CFP®
Winthrop, MA
CFP®
Avalan
Santa Barbara, CA
CPA PFS/CFP®
Schulte Financial Group, LLC
Cincinnati, OH
CFP®
DEFINE FINANCIAL
San Diego, CA
CFP®
Ameriprise Financial Services, Inc.
Denver, CO
CFP®
DBS Investment Advisers, LLC
Bay City, MI
CFP®
Schuring & Uitermarkt PC
Pella, IA
CFP®
Schuster Financial Services
Columbia, MO
CFP®, ChFC, EA
QOLity Financial
Utica, MI
MBA, AIF®, CFP®
Schuster Anderson Wealth Advisors
Grand Island, NE
CFP®
T.C. Schwab Financial Planning, LLC
Santa Fe, NM
J.D., CFP®
PlanViser Financial
Minneapolis, MN
CFP®
S&A Financial Services, Inc.
Overland Park, KS
CFP®
CAPTRUST
Lake Success, NY
CFP®
Ameriprise Financial
Hamel, MN
CFP®
CAPTRUST
New Hyde Park, NY
CFP®, RICP®
Strategic Wealth Advisors
Scottsdale, AZ
CPA, CFP®
Team Hewins, LLC
Boca Raton, FL
CFP®
Merrill Lynch
Garden City, NY
CFP®, CIMA, AIF, MBA
Alexander Beard USA, LLC
San Mateo, CA
CFP®, CPA
Bronfman Rothschild
Gaithersburg, MD
CFP®, RICP®, MBA
Clear Retirement Advice
San Mateo, CA
CFP®
Lumina Financial Consultants
Sausalito, CA
CFP®, CPA
Scipione Wealth Advisors, Inc.
Paramus, NJ
CPA, CFP®
Robert J. Sclama, CPA, CFP
North Providence, RI
CFP®
Vertical Financial Group
Saint Louis, MO
CFA,CFP®,ChFC,AIF
Structured Asset Management, Inc.
Phoenixville, PA
CFA,CFP®,ChFC,AIF
Structured Asset Management, Inc.
Berwyn, PA
CFP®
State Bank of Cross Plains
Middleton, WI
CFP®
FIM Group
Traverse City, MI
CFP®, ChFC
Ameriprise Financial Services, Inc.
Rochester, NY
CFP®
Paracle
Mercer Island, WA
CFP®
Accruent Wealth Advisors
Winston Salem, NC
CFP®
Spartanburg, SC
JD,MBA,CFP®
Tri-Star Advisors
Houston, TX
MBACFP®RICP®CDFA®EA
Advise Finance, LLC
Knoxville, TN
CFP®
Nikulski Financial, Inc.
Bettendorf, IA
CFP®
Ameriprise Financial Services, Inc.
Arden Hills, MN
CFP®
Swanson Vann of Raymond James
Houston, TX
CFP®
Allegheny Investments, Ltd.
Beaver, PA
CFP®
Net Worth Advisory Group
Sandy, UT
CFP®, CIMA
Stone Asset Management
Austin, TX
CFP®
Midlothian, VA
CFP®, CIMA®
Morgan Stanley
New Brunswick, NJ
JD, CFP®
Modera Wealth Management
Inverness, FL
CFP®
DES Financial Group LLC
Brea, CA
CFP®, CIMA®
Column Capital
Indianapolis, IN
CFP®
Journey Wealth Planners
Concord, MA
CFP®, ChFC®, RICP®
Westbrook Planning Group LLC
Corvallis, OR
CFP®
Westfield Financial Planning
Westfield, NJ
CFP®
Benchmark Capital Group Ltd
Galena, IL
CFP®
Fuller & Company
Atlanta, GA
CFP®
Pinnacle Wealth Planning Services, Inc.
Mansfield, OH
CLU, CFP®
Syman-Degler Group
Eugene, OR
CFP®, AEP, CAP®
Syverson Strege
West Des Moines, IA
CFP®
Sound Stewardship, LLC
Overland Park, KS
CFP®
Gates Pass Advisors, LLC
Los Altos, CA
CFP®
Ameriprise Financial Services, Inc.
Burr Ridge, IL
CFP®
Ameriprise Financial Adv
Southbury, CT
CFP®
Cherry Bekaert Wealth Management
Ft Lauderdale, FL
CFP®
Scarborough Capital Management
Annapolis, MD
CFP®
Corona, CA
CFP®
Bloom Asset Management, Inc.
Farmington Hills, MI
CFP®, CRPC®, AEP®
Clear View Wealth Advisors, LLC and CollegeCashPro.com
Wilmington, MA
CFP®, CRPC®, AEP®
Clear View Wealth Advisors, LLC and CollegeCashPro.com
Amesbury, MA
J.D., CFP®
Wipfli-Hewins Investment Advisors, LLC
Madison, WI
CFP®
Stangier Wealth Management
Portland, OR
CFP®
Clarity Financial Management Corp.
Dix Hills, NY
CFP®
Regent Financial Services, Inc.
Tulsa, OK
CFP®, MBA
The Cogent Advisor
Chicago, IL
CFP®
Financial Empowerment, LLC
Burnsville, MN
CFP®
Woodbury Financial Services, Inc.
Atlanta, GA
CFP®, CMFC, MS, AAMS
Mission Wealth Management
Santa Barbara, CA
CFP®
Jackson RoskelleyFinancial Advisors
Scottsdale, AZ
CFP®
LPL Financial
Lafayette, CA
CFP®
RS Crum, Inc.
Newport Beach, CA
CFP®
Pioneer Financial Associates, Inc.
Brandon, FL
MBA, CMFC, CFP®
Stark Strategic Capital Management, Inc.
Freeland, MD
CFP®
Infinium Investment Advisors
Denver, CO
CFP®
Lincoln Investment- New England
Waltham, MA
CFP®
Lincoln Investment- New England
CHILMARK, MA
CLU, ChFC, CFP®
Wealth Covenant Group, LLC
HOUSTON, TX
CFP®
Stavis and Cohen Financial, LLC
Houston, TX
CFP®
Stawnychy Financial Services, Inc.
Kinnelon, NJ
CFP®, ChFC
Stearns Financial Services Group
Greensboro, NC
CFP®
Capital Financial Solutions, LLC
Boise, ID
CFP®, MSBA
Capital Financial Consultants Group
Poway, CA
CFP®
Steed Investments
Fort Worth, TX
CFP®
GC Steele & Company
Solvang, CA
CFP®
The Retirement Planners
Pensacola, FL
CFP®
Mass Mutual
Wakefield, MA
CPA/PFS, CFP®
Steele Financial Services Inc
Bellingham, WA
CFP®
Pinnacle Wealth Management
Denver, CO
CFP® , AAMS® , CRPS®
Edward Jones
Orlando, FL
CFP®
Woodbury, NY
CFP®
Sightlinewa.com
Groton, CT
CFP®, CPA, PFS, AIF®
Foresight Capital Management Advisors, Inc.
Saline, MI
CPA/PFS, CFP®
Stegent Equity Advisors, Inc.
Houston, TX
CFP®
Acumen Financial Advisors, LLC
Bloomington, MN
CFP®
Arthur Stein Financial, LLC
Bethesda, MD
CFP®
Wells Financial Partners, LLC
Needham, MA
CFP®
The Financial Advisory Group
York, PA
CFP®
Plante Moran Financial Advisors
Grand Rapids, MI
CFP®
MassMutual Greater Pacific
Costa Mesa, CA
CFP®
Vision Financial Group
Virginia Beach, VA
CFP®
Ramsier Financial Services
Smithville, OH
CFP®, CPA
RegentAtlantic, LLC
Morristown, NJ
CFP®, JD
Alliance Global Partners
Newport Beach, CA
CFP®
Breakwater Investment Management
Seattle, WA
CFA, CFP®
Redwood Grove Wealth Management
Larkspur, CA
CFP®
Buckingham Advisors
Lebanon, OH
CFP®, EA
Steinmetz Financial Planning
San Mateo, CA
CFP®, MBA
Private Capital Group, LLC
West Hartford, CT
CFP®
Good Harvest Financial Group, Inc
Huntington, NY
CFP®, CPA, PFS, CLU
Stellwagen & Associates.
Venice, FL
CFP®, AIF®
Shelby Twp., MI
CFP®
Ariadne Wealth Management
Santa Barbara, CA
CFP®
First Foundation Advisors
Orange, CA
CFP®
Morgan Stanley
Oak Brook, IL
CFP®. CeFT®
Luesink Stenstrom Financial
New York, NY
CFP®, ChFC
Edward Jones
Thornton, CO
MBA, CFP®
FKS Wealth-management of UBS Financial Services
Northbrook, IL
CFA, CFP®
Hemming& Wealth Management
Traverse City, MI
CFP®
San Jose, CA
CFP®, CPA/PFS
Davis & Associates CPA Firm
Baytown, TX
CFP®
Princeton Financial Services, Inc.
Miami, FL
CFP®
Foresight Financial Planning
Menlo Park, CA
CFP®, EA
Aspen Wealth Management
Fort Worth, TX
CFP®
Edgewood Wealth
Homewood, AL
CFP®
The Wealth Plan Company
Wilmington, NC
CFP®
Stephenson & Company
San Clemente, CA
CPA, CFP®
Stephenson Accountancy Corporation
Colton, CA
CFP®
The Stephenson Co.
Concord, CA
CFA, CFP®
Stephenson and Company, Inc.
San Clemente, CA
CFP®, MBA
Ameriprise Financial Advisors
Jericho, NY
CFP®
Resource Consulting Group
Orlando, FL
CFP®
Ameriprise Financial Services, Inc.
Akron, OH
CFP®
WealthPilot Financial
Meadowbrook, PA
CFP®, CPA/PFS
A & I Financial Services LLC
Englewood, CO
CFP®
Clearvue Advisors LLC
Milton, MA
CFP®
Stevens Financial Services
Dallas, TX
CFP®,CPA/PFS,CFA, CA
Buckingham Strategic Wealth
Deerfield, IL
CFP®
LPL Financial / Financial Steward Associates
Boulder, CO
PCC, CFP®
Accelus Partners, LLC
Houston, TX
CFP®
Ameriprise
Santa Rosa, CA
CFP®, ChFC, CLU
Stewart Advisory Services, Inc.
Elmira, NY
CFP®
WHJR Associates
Santa Rosa, CA
AAMS, CFP®
Edward Jones
Urbana, IL
CFP®, CLU
The Stewart Financial Group
Portland, OR
CFP®, ChFC®
Forestview Financial Partners, LLC
Delaware, OH
CFP®
RLS Financial Services
Bloomsbury, NJ
CPA, CFP®, CEPA
Budros, Ruhlin & Roe, Inc.
Columbus, OH
J.D., CFP®, CLU
Capitol Financial Consultants, Inc.
McLean, VA
CFP®, AIF®, PPC™
Water Street Advisory
Winchester, VA
CFP®, CPA, CIMA, PFS
First Foundation Advisors
Irvine, CA
CFP®, CPA, MBA
FAI Wealth Management
Columbia, MD
CFP®
Stobba Financial Planning
Franklin, WI
CFP®
Wealth Strategies, Inc.
Muncie, IN
CFP®
Lee Stoerzinger, Inc
Oakdale, MN
CFP®, CFA
Stoffer Wealth Advisors
San Rafael, CA
CFP®
Stokes Wealth
Orlando, FL
ChFC,CDFA, CFP®
STOKES WEALTH SOLUTIONS
Albany, NY
CFP®
PNC Hawthorn
Pittsburgh, PA
CFP®
Northwestern Mutual Wealth Management Company
Capistrano Beach, CA
CFP®
Northwestern Mutual Wealth Management Company
Irvine, CA
CFP®
Honey Lake Advisors, LLC
Barrington, IL
CFP®,AIF®,ChFC®,CLU®
Fortus
Austin, TX
CFP®, CLU, CHFC
Ameriprise Financial Services, Inc.
Metairie, LA
CFP®
Heydorn Stone Capital Management, LLC
Harrison, NY
CFP®
Charles E. Stone & Associates
Pittsburgh, PA
CFP®
Personal Financial Advisors, Inc.
Pickerington, OH
CFP®, ChFC, CLU, CRP
Stone Consulting Group
Roseville, CA
CFP®, ChFC®
Lewis Center, OH
CFP®
Axa Advisors
Huntington, NY
CFP®
Key Private Bank
Naples, FL
CFP®, MBA
Stone Asset Management, Inc.
Austin, TX
CFP®
San Rafael, CA
CFP®
Lake Worth, FL
CFP®, JD
Storey & Associates
North Canton, OH
CFP®, CFA
Pinnacle Financial Group, LLC
Western Springs, IL
CFP®
Storm Fischer Investment Group LLC
Brookfield, WI
CFP®
Janney Montgomery Scott, LLC
Mechanicsburg, PA
CFP®
Janney Montgomery Scott, LLC
York, PA
MBA, CFP®
Stowe Financial Planning, LLC
Plano, TX
CFP®
GrandView Financial Group, LLC
Birmingham, AL
CFP®
Marino, Stram & Associates
Braintree, MA
CFP®, AAMS
Edward D Jones & Co
Burbank, CA
CFP®
Fidelity Investments
Minnetonka, MN
CFP®, CTFA
Journey Wealth Planners
Concord, MA
CFP®, CFA
Good Life Wealth Management LLC
Dallas, TX
CFP®, CPA
Alaska Permanent Capital Management (APCM)
Anchorage, AK
CFP®, CPA/PFS
John T Straub
St Louis, MO
CFP®, CPWA®, EA
Buckingham Advisors
Dayton, OH
CFP®
Strebel Planning Group
Ithaca, NY
CFP®,MS,CEA,CDFA
Mission Wealth Management
Santa Barbara, CA
CFP®
Street Financial Services
North Andover, MA
CFP®, CFA, CKA®
Syverson Strege
West Des Moines, IA
MBA, CFP®, CRPC®
Coppell, TX
CFP®, CDFA
FRISCH FINANCIAL GROUP, INC.
Melville, NY
CLU, ChFC, CFP®
Guy Strevey & Associates, Inc
Omaha, NE
CFP®, RFC
Strevey Financial Services
Omaha, NE
CFP®, MBA, CMFC,CRPC
KMS Financial Services, Inc.
Seattle, WA
CFP®
Rosen Capital Management, Inc.
Macon, GA
CFP®
Strogen & Associates, Inc.
Berwyn, PA
CFP®
LOTUS Financial Partners
Denver, CO
CFP®, AIFA
Darnall Sikes Wealth Partners LLC
Lafayette, LA
CFP®, AIFA
Darnall Sikes Wealth Partners LLC
Lafayette, LA
CFP®
Legacy Planning Partners
West Chester, PA
MBA, CFP®, AIF®
Assured Concepts Group, Ltd.
East Dundee, IL
CFP®, ChFC, CLU,CASL
Mission Wealth Management
Santa Barbara, CA
CFP®, CDFA™
The Commerce Trust Company
Clayton, MO
CFP®
Wells Fargo Advisors
Denver, CO
CLU, ChFC, CFP®
J Hans Stumm
Newton Center, MA
CFP®
Premier Wealth Partners
PITTSBURGH, PA
CFP®,MBA,CEBS,AEP, A
Financial Benefits, Inc
Wichita, KS
CFP®
Queens Oak Advisors
Charlotte, NC
CFP®
Selkirk Wealth Advisors LLC
Spokane, WA
CFP®
Budros, Ruhlin & Roe, Inc.
Columbus, OH
CPA/PFS, CFP®, GEPC
GSC Financial & Insurance Services, Inc.
Agoura Hills, CA
CFP®
The Diamond Group Wealth Advisors
Danville, CA
CFP®
The Diamond Group Wealth Advisors
San Ramon, CA
CFP®, AIF®, ChFC
Sullivan Kreiss Financial, Inc.
Marlborough, MA
CFP®
Sullivan Wealth Management Group
Roseville, CA
CFP®
Sullivan Wealth Management Group
Irvine,
CPA, CFP®
Sullivan, Dixon & Co PC
Lowell, MA
CFP®, CPA
Harris SBSB
Mc Lean, VA
CFP®
Financially in Tune
Wakefield, MA
CFP®
Rockbridge Investment Management
Syracuse, NY
CFP®
Sullivan Financial Planning, LLC
Denver, CO
CFP®
TFC Financial Management, Inc.
Boston, MA
CFP®
Sullivan & Serwitz
Los Altos, CA
CFP®
United Capital Financial Life Management
Austin, TX
CLU, ChFC, CFP®
Raymond James Financial Services
Metairie, LA
CFP®
Ward Financial, Inc.
Waltham, MA
CFP®
William T Sullivan CFP/LPL
Goshen, NY
CFP®
Cambridge Investments
Montvale, NJ
CFP®
Wise Investor Group at Robert W. Baird & Co.
Reston, VA
CFP®
Waddell & Reed
Denver, CO
MBA,CFP®
Sumnicht & Associates, LLC
Appleton, WI
CFP®
RFG Advisory
Birmingham, AL
CFP®, CPA
Sage Financial Design
New Hartford, CT