CFP®, CPWA®
Morgan Stanley
Los Gatos, CA
CFP®
Madison Financial Planning Group
Syracuse, NY
CFP®
Sovereign Financial Group, Inc.
New York, NY
CFP®
Asset Planning Corporation
Knoxville, TN
CFP®
Ameriprise Financial Services
Rochester, NY
CFP®
Strategic Tax & Financial
Henderson, NV
CFP®, CPA, CDFA
Catharine Fairley Planning Group LLC
Frederick, MD
CFP®, EA, CDFA
Satori Financial LLC
Seattle, WA
CFP®, EA
Boardwalk Financial Strategies LLC.
Delafield, WI
CFP®
Legacy Financial Independent Advisors
Louisville, KY
CFP®
Aqua Capital Advisors
Los Angeles, CA
CFP®
Trust Advisory Group, Ltd.
Haverhill, MA
CFA, CFP®, EA
OMNI 360 Advisors, LLC
Plainsboro, NJ
CFP®
Harold Davidson & Associates, Inc
Los Angeles, CA
CFP® CFA®
Quantum Financial Planning
Spokane, WA
CFP®
Bahe Farnsley Advisors
Louisville, KY
CPA, CFP®, PFS
FG & G Financial Services, LLC
Danvers, MA
CFP®
Financial Management Network, Inc
Mission Viejo, CA
CFP®
Waller Financial Planning Group, Inc.
Columbus, OH
CFP®
Edward Jones
San Diego, CA
CFA, CFP®
Aspiriant, LLC
Cincinnati, OH
CFP®, CFA, CPA
Meridian Investments
Atlanta, GA
CFP®, CFA, CPA
Meridian Investments
Alpharetta, GA
CFP®, ChFC®, RICP®
Boston Harbor Wealth Advisors
Walpole, MA
CFP®
Mercer Partners Wealth Management
Walnut Creek, CA
CFP®, RICP®
Spectrum Advisors
Addison, TX
CFP®
Landmark Wealth Management, LLC
Melville, NY
CFP®, ChFC®
LPL Financial
Knoxville, TN
CFP®
Empire Asset Management Group
Clifton Park, NY
CFP®
Essex Capital Management, LLC
Lynnfield, MA
CFP®, PFS, CPA
JMF Financial Services, LLC
Tempe, AZ
CFP®
Fein Advisors
Cincinnati, OH
CFP®, CFT-I™
Oak Financial Coaching
Sunnyvale, CA
CFP®
Advisors Capital Management
Ridgewood, NJ
CFP®
EF Financial
Holliston, MA
CFP®, CLU
Andrew Feldman Associates, Inc.
Woodbury, NY
CFP®
Leonetti & Associates, LLC
Buffalo Grove, IL
CFP®
Feldman Wealth Advisory, LLC
Sarasota, FL
CFP®
Feldmeyer Financial Group
Centerville, OH
CFP®, CLU®
Ameriprise Financial Services, LLC
Hurst, TX
CFP®, RMA®, RICP®
Sensible Money, LLC
Pawleys Island, SC
CFP®
Securities America, Inc.
Spokane, WA
CFP®, CLU, ChFC
Carolina Capital Consulting, Inc.
Charlotte, NC
CFP®, EA, ChFC
TAMMA Capital
Commerce Township, MI
CFP®
Mercer Advisors
Santa Barbara, CA
CFP®, ChFC®, AIF
Pivotal Financial Advisors, LLC
Fort Worth, TX
CFP®
Financial Concepts
Columbus, MS
CFP®
UBS Financial Services, Inc.
Lake Oswego, OR
CFP®
AllGen Financial Advisors
Orlando, FL
CFP®, MBA
Fernandez Financial Advisory, LLC
Los Alamitos, CA
CPA/PFS,CFP®, CLU
Asset Management Advisors, Inc.
Houston, TX
CFP®
LPL Financial
Port Charlotte, FL
CFP®, CPWA®,
Bank of America Private Bank
Miami, FL
CFP®
ProVise Management Group, LLC
Clearwater, FL
CFP®
Wingate Wealth Advisors, Inc.
Lexington, MA
CFP®
The Ferris Financial Group
Bristol, CT
CFP®
Ferriss Financial Strategies
Saint Louis, MO
CFP®
Bond&Devick Wealth Partners
St. Louis Park, MN
CFP®
Artica Financial Services
Anchorage, AK
CFP®
Feucht Financial Group, LLC
Fond Du Lac, WI
CFP®
Capital Wealth Strategies
Austin, TX
CFP®, CRPS®
Clearview Wealth Management, LLC
Irvine, CA
CFP®
Hesperian Wealth LLC
Folsom, CA
CFP®
Ameriprise Financial Services, LLC
Export, PA
CFP®
Ameriprise Financial Services, LLC
Monroeville, PA
CFP®, CPTX, PA
George Edward Filepp CFP CPTx PA
Bridgewater, NJ
CFP®, CKA
Financial Advisory Corporation
Grand Rapids, MI
CFP®
RFC Financial Planners
Ann Arbor, MI
CFP® CDFA™ CCPS®
Financial Planning Solutions, LLC
NEWTON, MA
CFP® , CFA
Raymond James & Associates
Ridgeland, MS
CFP®
Securities America
Clinton, WA
CFP®
New Dimensions Wealth Management
Allen, TX
CFP®
McCarthy & Cox
Marysville, OH
CFP®
Finn Wealth Management
Boston, MA
CFP®
Strategic Planning Associates, LLC
Peckville, PA
CFP®, ChFC,CLU
brian fischer
annandale, NJ
CFP®
Storm Fischer Investment Group
Brookfield, WI
CFP®
Independent Financial Planner
New York, NY
CFP®
Innovative Financial Solutions
Bloomington, IN
CFP®, CPFA®
Alera Group Wealth Services
Downers Grove, IL
CFP®
Hamilton Capital
Columbus, OH
CFP®
Fisher Financial Strategies
Cambridge, MA
CFP®, MPAS
Fisher Financial Advisors, LLC
Hanover, NH
CFP®, MPAS
Fisher Financial Advisors, LLC
Wolfeboro, NH
CFA, CFP®
LPL Financial
Baltimore, MD
CFP®, MBA
Affiance Financial LLC
Minneapolis, MN
CFP®
Beacon Hill Investment Advisory
Dublin, OH
CFP®
Fitch Financial Advisors LLC
San Francisco, CA
CFP®
Bridgeworth + SAVANT
Birmingham, AL
CFP®
Moisand Fitzgerald Tamayo LLC
Orlando, FL
CFP®
Pinnacle Financial Group
Western Springs, IL
CFP®
Silverleaf Financial
Napa, CA
CFP®, CPA
Aspiriant, LLC
San Francisco, CA
CFP®
Tax & Financial Group
Newport Beach, CA
CFP®
FP Wealth Management, Inc
Lincoln, NE
CFP®, AIF®
Collective Advisors
Austin, TX
CFP®
Tenured Advisors
Reading, MA
CFP®
MainStreet Financial Planning
Los Gatos, CA
CFP®, CRPC®, APMA®
Ameriprise Financial Services, LLC
Asbury, IA
CFP®
Sage Financial Planning, LLC
San Diego, CA
CFP® CLU CRPC
Lincoln Financial Advisors
Windermere, FL
CFP®
Armstrong, Fleming & Moore, Inc.
Washington, DC
CFP®, AIF®
Prospettiva Financial
San Francisco, CA
CFP®, CLU, ChFC, AEP
Northwestern Mutual
Charlotte, NC
CFP®
Lane Florence LLC
Folsom, CA
CFP®, CLU®, CPA
Florian Financial Group LLC
Williamsville, NY
CFP®
Wells Fargo Advisors
Fort Lauderdale, FL
CFP® RICP® AAMS™
Edward Jones
West Caldwell, NJ
CFP®
Northwestern Mutual Wealth Management Company
San Francisco, CA
CFP®
The Foundry Financial Group, Inc.
Laconia, NH
CFP®, CDFA
Fredericksburg Financial Planning Svcs
Fredericksburg, VA
CFP®
Evensky & Katz Wealth Management
Coral Gables, FL
CFP®,CPWA,CEPA,RICP
Inspired Wealth Solutions
hoover, AL
MBA, CFP®, AIF®
Coastal Wealth Advisors LLC
Johns Island, SC
CFP®, Pharm.D., ChFC
Planned Wealth Consultants
Torrance, CA
CFP®, MS
Fontaine Financial Group
Ocala, FL
CFP®
Fontana Financial Planning
Dallas, TX
CFP®
Crooked Tree Capital Advisors
Petoskey, MI
CFP®
Covenant Wealth Advisors
Richmond, VA
MPAS™, CFP®, CSRIC®
Wealth Transition Finance, A Member of ASN, LLC
Waynesville, NC
CFP®
AnchorPoint Financial
Fayetteville, AR
CFP®
Fordham Financial Services, Inc
Snellville, GA
CFP®
Strategic Stewardship
Woodstock, GA
CLU,ChFC,CFP®,CTFA
Arlene R. Foreman
Fort Myers, FL
CFP®, CDFA™
R.I.C.H. Planning Group LLC
Tenafly, NJ
CFP®, CEPA, AIF®
AFE Private Wealth
Overland Park, KS
CFP®, FBS®, CeFT®
Northstar Financial Planning
Windham, NH
CFP®
Fortner Financial Services, Inc.
Lees Summit, MO
CFP®, CPWA
Mercer Global Advisors
Roseville, CA
CFP®
Parsec Financial
Asheville, NC
CFP®, RICP®, CAP®
Gateway Wealth Management, LLC
Saint Louis, MO
CFP®
Retirement Strategies, Ltd.
Dublin, OH
CFP®, CDFA™, MBA
JP Morgan Wealth Advisors
Boston, MA
CFP®
Financial Consultants Group, Inc.
Cumming, GA
CFP®
Financial Consultants Group, Inc.
Alpharetta, GA
CFP®
Edward Jones
Kansas City, MO
CFP®
Fox Financial Services Inc
White Plains, NY
CFP®
Blue Bell Private Wealth Management
Blue Bell, PA
CFP®, AIF®, RLP®
HIGHLAND Financial Advisors, LLC
Wayne, NJ
CFP®
Ameriprise Financial, Inc.
Andover, MA
CFP®
Fragasso Financial Advisors
Pittsburgh, PA
CFP®
Fragomeni Financial Management
Saratoga Springs, NY
CFP®, CLU, CASL, MBA
Bridgewater Financial
Monroe Township, NJ
CFP®
Hudson Advisory Group, LLC
New York, NY
CFP®, CDFA, CES
Francis Financial, Inc.
New York, NY
CFP®, CTS™
Tobias Financial Advisors
Plantation, FL
CFP®
Foundation Wealth Planning
Salina, KS
CFP®
Ameriprise Financial Franke Miller Group
West Des Moines, IA
CFP®
Metis Wealth Advisory Group
Lake Oswego, OR
CFP®, MBA
A&I Financial Services LLC
Lone Tree, CO
CFP®, CRPC
Merrill Lynch
Chambersburg, PA
CPA, CFP®
JLFranklin Wealth Planning
San Rafael, CA
CFP®
MetLife Resources
Commack, NY
CFP®
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
Cincinnati, OH
CFP®
Houston Asset Management Inc
Houston, TX
CFP®
Frazier Financial Consultants
Katonah, NY
CFP®, ChFC, CLU
Global Financial Private Client, LLC
Sarasota, FL
CFP®, ChFC®, AIF®
Capital Financial Group / CPRG
Memphis, TN
CFP®, AIF®
Communitas Financial Planning
San Francisco, CA
CFP®, AIF®
Communitas Financial Planning
Oakland, CA
CFP®
Guillaume & Freckman, Inc.
Palatine, IL
CFP®
JNBA Financial Advisors
Minneapolis, MN
CLU, ChFC, CFP®
PRIME Retirement Asset Mgt., Inc.
Poughkeepsie, NY
CFP®, CPA/PFS, CDFA™
Debra B. Freedman
Miami, FL
CFP®
Freedman Financial
Peabody, MA
CFP®
Financial Alternatives, Inc.
La Jolla, CA
CFP®, CHfC
Morse Capital Partners
Richmond, VA
CFP®
Frehner Wealth Management
Irvine, CA
CFP®, CPA
Triton Financial Planning Group Inc.
Red Bank, NJ
CFP®
Freitag Financial Group, LLC
Charlotte, NC
CFP®, CPA
Advent Partners
Camp Hill, PA
CFP®, CPA
Mark C. Frey and Associates L.L.C.
Bradenton, FL
CFP®
Lakeside Advisors, Inc. (Securities Offered Through KMS Financial Services, Inc)
Seattle, WA
CFP®
Wealth Enhancement Group
Winter Springs, FL
CFP®
Wealth Enhancement Group
Winter Springs, FL
CFP®
Abundit Wealth
San Jose, CA
CFP®
Spectrum Financial Management
San Rafael, CA
CFP®
United Planners Financial Services
Melbourne, FL
CFP®
Clermont Wealth Strategies ofFulton Bank
Lancaster, PA
CFP®, CDFA™, MBA
Financial Planning Solutions, LLC
Newton Center, MA
CFP®
Beacon Pointe Advisors
Asheville, NC
CFP®, ChFC®
John Stokes Financial
Fort Worth, TX
CFP®, CMT
Mercer Advisors
Santa Barbara, CA
CPA, PFS, CFP®
FRISCH FINANCIAL GROUP, INC.
Melville, NY
CPA, PFS, CFP®
FRISCH FINANCIAL GROUP, INC.
Tampa, FL
CPA, PFS, CFP®
FRISCH FINANCIAL GROUP, INC.
New York, NY
CPA/PFS,CFP®,AIF,PPC
Savant Wealth Mangement
Manassas, VA
CFP®
Morgan Stanley
Houston, TX
CFP®, CPA
Accredited Investors Wealth Management®
Edina, MN
CFP® RICP®
Balanced Financial Planning, Inc.
Overland Park, KS
CFP®, RICP, ChFC, EA
Retirement Theory
Malta, NY
CFP®, ChFC, CRPC
Ameriprise Financial Services, LLC
Southington, CT
JD, MBA, CFP®
Frye Financial Center
Aventura, FL
CFP®, CeFT, RLP
Glenayr Family Advisors LLC
Brightwood, VA
CFP®
Fuchs Financial Planning
Berwyn, PA
CFP®
Evergreen Wealth Services
Mooresville, NC
CFP®
Ameriprise Financial Services, LLC
Charlotte, NC
CFP®, ChFC
Financial Strategies
Longview, WA
CFP®
Milestone Financial Planning
Bedford, NH
CFP®
Fullerton Advisors, LLC
Danville, CA
CFP®
Fuller Wealth Advisors, Inc.
Richmond, VA
CFP®, MBA
Funderburk Financial
Longmont, CO
CFP®
Beratung Advisors
Pittsburgh, PA
CFP®
Beratung Advisors
Pittsburgh, PA
CFP®, CLU
Capital Point Financial Group
Sarasota, FL
CFP®
Pathways To Wealth, LLC
Roslyn Heights, NY
CFP®
The Furstner Group, Inc.
San Ramon, CA
CFP®
HBKS Wealth Advisors
Stuart, FL
CFP®
Haas Financial Services, Inc.
Southfield, MI
