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
CRPC®, BFA, CFP®
Ameriprise Financial
Silverdale, WA
CFP®
Union Bank
Irvine, CA
CPA, CFP®, PFS, AIF
Taber Financial Advisers
Jarrettsville, MD
CFP®
VyStar Credit Union
Jacksonville, FL
CFP®
VyStar Credit Union
Jacksonville, FL
CFP®, AIF®
Evergreen Wealth
Bellevue, WA
CFP®, AIF®
Larry Takahashi Financial Services
Torrance, CA
CFP®
Accumulus Financial Group, LLC
Columbia, SC
CFP®, CDFA ™
Johnson Investment Counsel, Inc.
Cincinnati, OH
CFP®
BFT Financial Group, LLC
Bedford, TX
CFP® CLU®
Collegeville, PA
CFP®
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
CFP®, CFA, AIF®
Payden & Rygel
Los Angeles, CA
CFP®, JD, CIMA, CMFC
Ameriprise
Boca Raton, FL
CFP®, JD, CIMA, CMFC
Ameriprise
Boca Raton, FL
CFP®
SilverOak Financial Grp, Ltd.
Houston, TX
CFP®,AAMS®,CRPC,RFC®
Ameriprise Financial Services, Inc.
San Diego, CA
CFP®, Ph.D.
KMS Financial Services, Inc.
Kirkland, WA
CPA/PFS, CFP®
Donald L Tapp, CPA/PFS, CFP
Glenwood Springs, CO
CFP®, CRPC®, ChFC®
Ameriprise Financial Services, Inc.
Daniel Island, SC
CFP®
National Planning Corporation
Lavallette, NJ
CFP®
Tarbox Family Office, Inc.
Newport Beach, CA
CFP®
Integrated Financial Group
Atlanta, GA
CFP®
Physician Family Financial Advisors
Eugene, OR
CFP®
ICMA-RC
New York, NY
CFP®
Pinnacle Retirement & Financial Planning
San Rafael, CA
CFP®
The Bradford Financial Center
Clarion, IA
CFP®
Intergral Financial Solutions, LLC
San Francisco, CA
CFP®
Rochester, NY
CFP®
TrustCore Financial Services
Brentwood, TN
CFP®, MBA
Buckingham Strategic Wealth
Palo Alto, CA
CFP®, CPA/PFS
Taylor Wealth Management
Torrance, CA
CFP®
Taylor and Huntley
Camp Verde, AZ
CFP®, CLU
Kompass Financial Advisors, Inc.
Englewood, CO
CFP®, MBA
Eastbeck Wealth Management, LLC
Marietta, GA
CFP®
Lake Mary Wealth Management, LLC
Matland, FL
CFP®, CRPC®
UBS Financial Services
Vienna, VA
JD, CFP®
Stephen A. Taylor Wealth Management
Miami, FL
CFP®, AIF®
Landmark Financial, LLC
Fort Smith, AR
CFP®
Team Financial Strategies
Abilene, TX
CFP®
Team Financial Strategies
Granbury, TX
CFP®, CPA/PFS
Ronald Blue & Company, LLC
Charlotte, NC
CFP®
Waddell & Reed
Virginia Beach, VA
CFP®
Tedstrom Wealth Advisors, Inc.
Denver, CO
CFP®
Hastings City Bank
Hastings, MI
CFP®, EA
October Effect LTD
Virginia Beach, VA
CFP®, CFA, AEP, CASL
Financial Decisions, Inc.
Stockton, CA
CFP®
The Telge Companies
Manchester, NH
CFP®, CFA
Jakarta, Jakarta
CFP®, EA
Cornerstone Financial Planners
Hoffman Estates, IL
CFP®
Ten Haagen Financial Group
Huntington, NY
MBA, CPA, CFP®
Advisors Financial Group
Tulsa, OK
CFP®
Fidelis Wealth Advisors, LLC
Castle Rock, CO
PhD, CFP®
Teplin Financial Services LLC
Rockville, MD
CFP®, CLU, ChFC, CDF
Daniel Teplitz & Associates Financial Advisors LLC
Boynton Beach, FL
CFP®, CLU, ChFC, CDF
Daniel Teplitz & Associates Financial Advisors LLC
Old Bridge, NJ
CFP®
Strategic Wealth Partners
Independence, OH
CFP®
Ameriprise Financial Services
Merced, CA
CFP®, MSF
First Western Advisors
Holladay, UT
CFP®, ChFC®
Conrad Siegel Investment Advisors
Harrisburg, PA
CFP®, CLU, ChFC,AAMS
Diversified Wealth Management
Saint Lewis Park, MN
CFP®
Ballston Lake, NY
CFP®
Saratoga Springs, NY
CFP®
Union Financial Partners
San Francisco, CA
CFP®
Ameriprise Financial Services, Inc.
Cordova, TN
CLU®,CFP®,ChFC
TFS Advisors, LLC
Edmonds, WA
Ph.D, CFP®
Canandaigua National Bank & Trust
Pittsford, NY
CFP®
First Command Financial Services
Lakewood, WA
CFP®
Excomp Asset Management
Melville, NY
CFP®
Fee-Only Financial Advisors, Ltd.
Palatine, IL
CFP®, CPA
Ronald J Theissen, CPA
Chester, VT
CFP®
RS Crum, Inc.
Newport Beach, CA
CFP®, CPA, CRPC
Ameriprise Financial
Union City, TN
CFP®, CPA, CRPC
Ameriprise Financial
Mayfield, KY
CFP®
Barron Financial Group, LLP
Torrington, CT
CFP®
Conestoga Wealth Partners
Gig Harbor, WA
CFP®
Diversified Management, Inc.
Milwaukee, WI
CFP®
RGT Wealth Advisors
Dallas, TX
CFP®
Ameriprise Financial Services, Inc.
Madisonville, KY
CFP®, CPA/PFS
Thomas Financial Associates
Westborough, MA
CFP®, CLU
Superior Planning, Inc
La Jolla, CA
CFP®
Thomas Financial Planning
Land O Lakes, WI
CFP®
J.L. Thomas & Company
Cleveland, OH
CFP®
J.L. Thomas & Company
Cleveland, OH
CFP®
J.L. Thomas & Company
Chicago, IL
CFP®
Stearns Financial Services Group
Greensboro, NC
CFP®
TCI Wealth Advisors, Inc.
Reno, NV
CFP®, CLU®, CIMA®
Thomas & Associates
Hampton, NH
CFP®
Lesjak Planning, LLC
Westlake, OH
CFP®, ChFC, CPFA
Pensionmark-SLO
San Luis Obispo, CA
CFA, CFS, AIMC, CFP®
Vantage Investment Advisors
State College, PA
MS, CFP®
Financial Pointe
Newbury Park, CA
CFP®, EA
ART Financial Services
Durham, NC
CFP®
Thompson, Baxter & Assoc
Biloxi, MS
CFP®
First Command Financial Planning, Inc.
Summerville, SC
CFP®
Edward Jones
Salem, OR
CFP®
Per Stirling Capital Management
Austin, TX
CFP®, EA
Consilium Management Group
Tampa, FL
CFP®
Raymond James and Associates
Merritt Island, FL
CFP®, ChFC, AIF
TouchPoint Financial Group
Woburn, MA
CFP®
ALP Financial Planning Inc.
Kennewick, WA
CFP®, CPA/PFS
SMT CPA PLLC
New York, NY
CPA, CFP®
Thomas Thompson, CPA, CFP
East Haven, CT
CFP®, CFA, CPA(inact
Crescent Sterling, Ltd.
Metairie, LA
MS,CFP®,CLU,AIF,AEP
Thorley Wealth Management, Inc.
Pittsford, NY
CFP®
First Foundation Advisors
Irvine, CA
CFP®
S.E. Thorn & Company, RIA
Prescott, AZ
CFP®, CLU, ChFC
Bennon & Thorpe LLC
Parkersburg, WV
CFP®
Ameriprise Financial Services, Inc.
Dearborn, MI
MS, CFP®, EA
Merrithew & Thorsten, Inc.
San Diego, CA
CFP®
SilverOak Wealth Management
Edina, MN
CFP®, CDFA®
The Martin Worley Group
Cottonwood Heights, UT
CFP®, CDFA®
The Martin Worley Group
Syracuse, UT
CFP®
Retirement Investment Advisors, Inc.
Oklahoma City, OK
CFP®
KeyCorp
Portland, ME
CFP®
Liberty Capital Management
La Habra, CA
CFP®
Windward Private Wealth Management Inc.
Overland Park, KS
CFP®
Peak Financial Management, Inc
Wellesley Hills, MA
CLU®, ChFC®, CFP®
Northwestern Mutual Financial Network
Baltimore, MD
CFP®
Trillium Valley Financial Planning, LLC
Sherwood, OR
CFP®
Trillium Valley Financial Planning, LLC
Tualatin, OR
CFP®
Trillium Valley Financial Planning, LLC
Lake Oswego, OR
CFP®
Tilson Financial Group, Inc.
New Providence, NJ
MBA, CFP®
Timmons Wealth Management
Attleboro, MA
CFP®
Cordell Wealth Management
Wichita, KS
CFP®
Lincoln Financial Group
Delaware, OH
CFP®, M.S.
Stonebridge Financial Planning Group, LLC
Winter Park, FL
CFP®
America Group Strategy Centers
Southfield, MI
CFP®, CFA, FSA, ChFC
Rudd & Wisdom, Inc.
Austin, TX
CFP®, MBA
Star Financial Services
Denver, CO
CFP®
Tocco Financial Services, Inc
Tucson, AZ
CFP®,CLU,ChFC,CLTC
HF Financial
Charlotte, NC
CFP®, CLU
Connelly & Moore Wealth Management of Wells Fargo Advisors
Newtown Square, PA
CFP®,CFA
Lee Financial Corporation
Dallas, TX
CFP®,CLU®,CIMA®
Lincoln Investment - New England
Waltham, MA
CFP®
Tomasetti Investment Group, LLC
Newton, MA
CFP®
Tomassi Financial Planning, LLC
Loveland, CO
CFP®, RICP®, APMA®
Ameriprise Financial Services, Inc.
Chicago, IL
CFP®
Total Wealth Planning & Management, Inc
Ponte Vedra Beach, FL
CFP®, AIF®, ChFC®
Tomren Wealth Management
San Ramon, CA
CFP®, ChFC
Country Financial
Snellville, GA
CFP®, AIF, CDFA™
2E Wealth Management
Anaheim Hills, CA
CFP®
S.R. Schill & Associates
Mercer Island, WA
CFP®, ChFC, CLU
Prudential Financial
Williamsville, NY
CFP®, CDFA™, APMA®
Ameriprise Financial Services, Inc.
Johnson City, TN
CFP®
TCM Wealth Advisors
Fairlawn, OH
CFP®
Ameriprise Financial Services, Inc.
Boca Raton, FL
CLU, CFP®
Northwestern Mutual Financial Network
Raleigh, NC
CFP®
St. John & Associates, Inc.
Roswell, GA
CFP® CLU
First Hawaiian Bank
Honolulu, HI
CFP®
Mueller
Elgin, IL
CFP®, AIF®
American Portfolios Advisors
Denver, CO
CFP®
Townsend Wealth Management
Columbus, GA
CFP®
GT Financial Services
Hollywood, MD
CPA/PFS, CFP®, CFA®
Townsend Asset Management
Raleigh, NC
CFP®, ChFC, CLU
Townsend & Townsend
Bonsall, CA
CFP®, CFA
Townsend Wealth Management
Columbus, GA
CFP®
Navigoe, LLC
Redondo Beach, CA
CFP®, CFA, MBA
Aspiriant
San Francisco, CA
CFP®
Vision Financial Group
Seymour, IN
CFP®
Lob Planning Group
Purchase, NY
CPA, PFS, CFP®
RSM US Wealth Management LLC
Des Moines, IA
CFP®
Trandai Financial Solutions, LLC
Orlando, FL
CFP®
Libertyville, IL
CFP®
Cherry Tree Wealth Management LLC
Hopkins, MN
CFP®
Wells Fargo Advisors
Tucson, AZ
CFP®, CPA/PFS, AEP
Traphagen Financial Advisors LLC
Oradell, NJ
CFP®
Traphagen Investment Advisors, LLC
Oradell, NJ
CFP®
CJM Wealth Advisers, Ltd
Fairfax, VA
Ph.D., CFP®
Ministry Partners Securities
Fresno, CA
JD, CPA, CFP®, AIF®
Reliance Financial Advisors
Wexford, PA
CFP®
Riverview Trust Company
Vancouver, WA
CFP®
Kanaly Trust, LTA
Houston, TX
CFP®
JNBA Financial Advisors
Duluth, MN
CFP®, CPA
Craig & Treff Financial Services
Severna Park, MD
CFP®
Treiberg Wealth Management
Tucson, AZ
CFP®, ChFC®, APMA®
Ameriprise Financial
Thornton, CO
CFP®
Prudential Financial
Palm Beach Garden, FL
CFP®
KMS Financial
Spokane, WA
CFP®, AIF
Raymond James
Fort Collins, CO
CPA/PFS, CFP®
Michael J. Tringali, P.A.
Beverly Hills, FL
CFP® CRPS® CWS®
Gilbert & Cook, Inc.
Urbandale, IA
MBA, CFP®
Genesis Financial Sevices
New York, NY
CFP®
Trivedi Financial Group
Chicago, IL
CFP®
The Watchman Group, Inc.
Plano, TX
CFP®, ChFC®, CRPC®
Ameriprise Financial Services, Inc.
Jacksonville, FL
CFP®
Waddell & Reed
Santa Fe, NM
CFP®
Family First Financial Planning
Stuart, FL
CFP®
Family First Financial Planning
Palm Beach Gardens, FL
CFP®, CLU, MBA
Trowbridge & Co Wealth Management Group
Towanda, PA
CFP®
Vista Financial Planning Group, LLC
Vancouver, WA
CPA/PFS, CFP®
Franklin, Parlapiano, Turner & Welch, LLC
Houston, TX
CFP®
Morgan Stanley
Tacoma, WA
MBA, CFP®
Kevin W. Truex & Associates
Freehold, NJ
AIF®, CFP®
Keystone Financial Partners
Cary, NC
CFP®
Fox Hill Financial & Insurance Services
Roseville, CA
MBA, CFP®,ChFC, CLU
Ameriprise Financial
San Antonio, TX
CFP®, CPA/PFS
FWU CHIAN TSAI
San Gabriel, CA
CFP®
Cetara Advisor Networks
Torrance, CA
MBA, CFP®
NPB Financial Group, LLC
Irvine, CA
CFP®
Tucholski Financial Services
Toledo, OH
CFP®
Tucker Wealth Management, LLC
Hoffman Estates, IL
CFP®
Tucker Bria Wealth Strategies, LLC
Durham, NC
CFP®, JD, CPA/PFS
3D Wealth Advisors
Honolulu, HI
CFP®
Wealth Analytics
San Diego, CA
CFP®
Protected Investors of America
Walnut Creek, CA
CFP®
Tull Financial Group, Inc.
Chesapeake, VA
CFP®
WealthSpring Financial Advisors, LLC
Bethesda, MD
CFP®
Ameriprise
Redwood Shores, CA
CFP®, CRPC®
Midwest Capital Advisors
Grand Rapids, MI
CFP®, AIF®
Tupler Financial
Bridgewater, NJ
CFP®, CDFA™
Fair Trust Financial LLC
North Oaks, MN
CFP®, AAMS
Edward Jones Investments
Odessa, MO
CFP®
Riverbridge Partners, LLC
Minneapolis, MN
CFP®, ChFC
Navigational Wealth Planning, Inc.
Atlanta, GA
CFP®, MBA
Forward Financial Strategies
Greenwood Village, CO
CPA, CFP®, RLP®
Fox & Company Wealth Management
Mayfield, KY
CFP®
Turner Wealth Management, Inc.
Lakeway, TX
CFP®
Franklin, Turner & Welch LLC
Houston, TX
CPA/PFS, CFP®, CPWA®
United Capital Financial Advisers, LLC
Irving, TX
CFP®, CCFS®
Tushingham Wealth Strategies
Wilmington, NC
CFP®
Randall Financial Group LLC
Providence, RI
CFP®, ChFC®, CWS®
Aegis Financial Partners
Boulder, CO
CFP®, ChFC®, CWS®
Aegis Financial Partners
Erie, CO
CFP®, ChFC®, CWS®
Aegis Financial Partners
Denver, CO
CFP®, ChFC
Derse Morgen
Charlotte, NC
CFP®, M.Ed.
Twight Financial Education, LLC
Seattle, WA
CFP®
Hilltop Financial Consulting LLC
Hamilton, MA
CFP®, MBA
Ballast Point Financial Planning
Burlingame, CA
CFP® AAMS® AIF®
Tye Financial Group
Danville, KY
CFP®
JATAJ Wealth Management, LLC
Placitas, NM
CFP®
Ameriprise Financial Services, Inc.
Merced, CA
CFP®
Ameriprise Financial Services, Inc.
Turlock, CA
MBA, CFP®
Leslie Roper Day & Associates
Folsom, CA
CFP®
LPL Financial
Longmont, CO