CFP®
Mercer Advisors
Newport Beach, CA
CFP®
Modern Horizons Wealth Advisors
Westwood, KS
CFP® AIF® MBA
Financial Planning Solutions
Newton, MA
CFP®
Bledsoe Asset Management
Phoenix, AZ
CFP®
T. Jackson & Company, P.C.
Houston, TX
CFP®
Legacy Care Wealth
Morristown, NJ
CFP®
Ameriprise Financial Services, LLC
Evansville, IN
CFP®, ChFC®, CLU®
Milestone Financial Planning, LLC
Bedford, NH
CFP®, ChFC®, CLU®
Milestone Financial Planning, LLC
Westford, MA
CFP®
Argent Wealth Management, Inc.
Round Rock, TX
CFP®
TrustCore Financial Services
Brentwood, TN
CFP®
Gabriel Capital, LLC
Portland, OR
CFP®, CPA
Bray & Associates NW LLC
Lake Oswego, OR
CFP®
Jacobson Wealth Management, Inc.
Napa, CA
CFP®, ChFC®, AWMA
NorthRock Partners
Minneapolis, MN
CFP®
Frontier Wealth Strategies LP
Walnut Creek, CA
CFP®
Level Financial Advisors, Inc.
East Amherst, NY
CFP®,ChFC
Ronald Blue & Co
Deerfield, IL
CFP®
Financial Network
Farmington Hills, MI
CFP®, CDFA®
OFC Wealth Management
Short Hills, NJ
CFP®, EA
Inman Jager Wealth Management
Hattiesburg, MS
CFP®, CFA
University of Delaware
Greenville, DE
CFP®
WorthWise Financial Partners, LLC
Houston, TX
CFP®, CPA/PFS
Kiplinger & Co., CPAs
Strongsville, OH
CFP®
Benedict Financial Advisors, Inc
Atlanta, GA
CFP®
CMP Financial Planning
Powell, OH
CFP®
Heritage Private Wealth Management, LLC
Wichita, KS
CFP®, CPA, CFT-I
Ironwood Investment Counsel
Scottsdale, AZ
CFP®
Mariner Wealth Advisors
Greenville, SC
CFP®, CFA
Jantorno Financial Advisors, LLC
Princeton, NJ
CFP®
Rockefeller Capital management
Oak Brook, IL
CPA, CFP®
Lakeview Financial Solutions
Carrollton, TX
CFP®
Niehaus Financial Services, LLC
Cincinnati, OH
CFP®, ChFC
Jarvis Financial
Federal Way, WA
CFP®, ChFC®
Edward Jones Investments
Kansas City, MO
CFP®
Heritage Financial Services, LLC
Westwood, MA
CFP®, CEPA®
MainStreet Financial Planning
Westlake Village, CA
CPA/PFS, CFP®
JFS Wealth Advisors, LLC
Hermitage, PA
CFP®, RICP®
Waypoint Financial Partners
Knoxville, TN
AEP®, EA, CFP®, CFF®
Asset Preservation Strategies, Inc.
San Diego, CA
CFP®
Focused Financial Solutions
Syracuse, NY
CPA/PFS, CFP®, CLU
SoundView Advisors
Seattle, WA
CPA/PFS, CFP®, CLU
SoundView Advisors
Olympia, WA
CFP®, EA, CKA®
Acadia Financial Services, LLC
Fairfax, VA
CFP®
Coach Craig Financial Group
Maple Grove, MN
CFP®, CPA
Thrivent Financial
Malvern, OH
CFP®, M.Ed.
Elizabeth Jetton
Atlanta, GA
CLU, CFP®
Jewell Financial Services
Centerville, OH
CFP®, ChFC, CLU
Ameriprise Financial Services, LLC
Brighton, MI
CFP®
Johnson Bixby, LLC
Vancouver, WA
CFP®
Robert W. Baird & Co.
Oconomowoc, WI
MBA, CFP®, AIF®
Grove Street Fiduciary, LLC
Peterborough, NH
MBA, CFP®, AIF®
Grove Street Fiduciary, LLC
Dixon, IL
CFP®
Capital Investment Counsel, In
Denver, CO
CFP®
JareMarc Advisors, L.L.C.
Charlotte, NC
CFP®
Forward Thinking Wealth Management
Akron, OH
CFP®
Ameriprise Financial Services, LLC
Edina, MN
CFP®, AIF®
Signature Estate & Investment Advisors, LLC
McLean, VA
CFP®
Johnson Wealth Management, LLC
Grand Forks, ND
MS, CFP® CeFT® RICP®
Cambridge Investment Rsch
Manchester, CT
CFP®
Financial Futures, LLC
Brielle, NJ
CFP®
LifeTime Asset Management
Raleigh, NC
CFP®, AAMS, CMFC
Emerald Spectrum Advisory
Brentwood, TN
CFP®
Fountain Financial Group, Inc.
Fountain Hills, AZ
CFP®
MEJ Wealth Advisors LLC
Bayside, NY
CFP®, MBA
Foresight Personal Financial Planning LLC
Niskayuna, NY
CFP®
Raymond James Financial Services, Inc.
Elm Grove, WI
CFP®, ChFC, CASL
Paul Johnson Retirement Solutions, LLC
Loveland, CO
CFP®
Johnson Financial Advisors
Tempe, AZ
CFP®, CLU®, APMA®
Ameriprise Financial Services, LLC.
Clearwater, FL
CFP®
Certified Financial Group
Altamonte Springs, FL
CFP®, CPFA, AIF®
DecisionPoint Financial, LLC
Mesa, AZ
CFP®
Hightower Bellevue
Bellevue, WA
CFP®
StillWater Financial Advisors
Charlotte, NC
CFP®
Syverson Strege
West Des Moines, IA
CFP®
KS Financial Advisors
Irvine, CA
CFP®
PNC Wealth Management
Sharon, PA
CFP®
FL Putnam Investment Management Company
Wolfeboro, NH
CFP®, CKA ®
AFG Financial
Mukilteo, WA
CFP®
CJM Wealth Advisers, Ltd.
Falls Church, VA
CFP®
NW Assest Management
Lake Oswego, OR
CFP®
Jones Financial Consulting, LLC
Eau Claire, WI
CPA, CFP®
Innovative Financial, LLC
Lakewood, CO
CFP®
CYPRESS FINANCIAL PLANNING
CHERRY HILL, NJ
CFP®
Parkland Securities, LLC
Omaha, NE
CFP® , CFA
Evensky & Katz / Foldes Financial Wealth Management
Coral Gables, FL
CFP®
Viridian Advisors
Bothell, WA
CFP®, MBA
Ataraxia Advisory Services, LLC
Christiansburg, VA
CFP®, CLU, ChFC
Scott Jones Financial
Charlotte, NC
CFP®
Ringenberg Financial Group
Ashland, WI
CFP®, CeFT®
Access Financial Resources, Inc.
Oklahoma City, OK
CPA, CFP®, MST
VICTOR JONES CPA, P.C.
Seattle, WA
CFP®
Playa Financial Advisors, Inc.
Playa Del Rey, CA
CFP®
Pioneer Wealth Management Group
Austin, TX
CFP®, ChFC, CLU
Independent Wealth Management LLC dba Jordan Financial Life Planning
Kenosha, WI
CFP®
Processus Wealth & Capital Management, LLC
Brentwood, TN
MSSE, CFP®, ChFC®
Impact Family Office
Santa Barbara, CA
CPA/CFP®
Intelligent Investing
Loveland, CO
CFP®, CPA
Per Stirling Capital Management
Austin, TX
CFP®
North Berkeley Wealth Management
Berkeley, CA
CFP®
Prospettiva Financial LLC
San Francisco, CA
CFP®
Ballast Advisors, LLC
Woodbury, MN
CEBS, AIFA®, CFP®
AIS Planning
Saint Cloud, MN
CFP®
B. RILEY WEALTH MANAGEMENT
Boston, MA
CFP®
Sweeney Financial Management (SFM, LLC)
Manchester, NH
CFP®
Cycle Financial Planning
Santa Monica, CA
CFP®
Lodestar Private Asset Management
Alamo, CA
CFP®
Sgroi Financial
Buffalo, NY
CFP®
F.I.G. Financial Advisory Services, Inc.
Oklahoma City, OK
CFP®, ChFC, CLU
Ameriprise Financial Services, LLC
Wellsboro, PA
CFP®, ChFC, CLU
Ameriprise Financial Services, LLC
Lancaster, PA
