CFP®, CLU, ChFC,CASL
WealthPro, LLC and The Strategic Financial Alliance, Inc.
Gloversville, NY
CFP®, CLU, ChFC,CASL
WealthPro, LLC and The Strategic Financial Alliance, Inc.
Wilton, NY
CFP®
Hemming&
Traverse City, MI
CFP®
Ameriprise Financial Services, LLC
Okemos, MI
CFP®
Ameriprise Financial Services, LLC
Brookfield, WI
CFP®, MBA
Asset Planning, Inc.
Cypress, CA
CFP®
Keener Financial Planning
Keller, TX
CFP®
Cumbie Advisory Services, Inc.
Fort Worth, TX
CFP®
Ballentine Partners
Boston, MA
EA, CFP®
Tax & Financial Services
Rockfall, CT
CFP®
Southward Financial Services, LLC
Groveport, OH
CFP®, CLU, ChFC
StraitGate Financial
Northville, MI
CFP®
Capitol Financial Solutions
McDonough, GA
CEBS® CExP™ CFP®
Spann Financial Group
Brentwood, TN
CFP®
Spano Advisory Services Inc
Mahopac, NY
CFP®, CRPC®, APMA®
Ameriprise Financial Services, LLC
Birmingham, AL
CFP®
Eide Bailly Financial Services
Mankato, MN
CFP®
EverVest Financial
Scottsdale, AZ
CFP®,CPWA®,CIMA®,RMA
Fisher Investments
Charlotte, NC
CFP®
Speight Asset Management, LLC
Houston, TX
CFP® CDFA®
Next Step Financial, your place to flourish
Alcoa, TN
CFP®,MBA,ChFC,CRPC
Paul C. Spencer & Associates
Glen Allen, VA
CFP®
Sperry Financial Services
Roswell, GA
CFP®
Lantern Wealth
Mahwah, NJ
MS (Tax), AIF, CFP®
Spiegel Financial
Dana Point, CA
CFP®, CPA, RMA
Magellan Tax, LLC
Brookhaven, GA
CFP®, CPA, RMA
Magellan Tax, LLC
Brookhaven, GA
CFP®
Cornerstone Financial Group
Naples, FL
CFP®, CLU, ChFC
Sprague Wealth Solutions
Danville, CA
CFP® CLTC
Ascent Financial Strategies, LLC
Colorado Springs, CO
CFP®
Wealth Advisors Of Iowa
West Des Moines, IA
CFP®
Merrill Lynch
Santa Barbara, CA
CFP®
Mitlin Financial Inc.
Hauppauge, NY
CFP®
Spurr Financial Planning, Inc.
Highlands Ranch, CO
CFP® CFT-I™
Wealth In Yourself
South Lake Tahoe, CA
CFP®, AIF, ChSNC
St. Clair Financial
Roseville, CA
CFP®
Raskin Global, Inc.
Hypoluxo, FL
CFP®
Certified Financial Group
Altamonte Springs, FL
CFP®,AIF®
RiverPark Financial Group
Fresno, CA
CFP®, MBA, RICP®
Staib Financial Planning, LLC
Highlands Ranch, CO
CFP®, MBA, RICP®
Staib Financial Planning, LLC
Lone Tree, CO
CFP®
Peace Of Mind Wealth Management
Raleigh, NC
CFP®, EA
Securities America
Monroe Township, NJ
CFP®, CRPC®, AEP®
Clear View Wealth Advisors, LLC and CollegeCashPro.com
Amesbury, MA
CFP®, CRPC®, AEP®
Clear View Wealth Advisors, LLC and CollegeCashPro.com
Amesbury, MA
CFP®
Stangier Wealth Management
Clackamas, OR
CFP®, CDFA, MBA
Cultivating Wealth
Montauk, NY
CFP®
Regent Financial Services, Inc.
Tulsa, OK
CFP®, MBA
Cogent Strategic Wealth
Chicago, IL
CFP®, MBA
Cogent Strategic Wealth
Saint George, UT
CFP®
Yeske Buie Inc.
San Francisco, CA
CFP®
Financial Empowerment, LLC
Burnsville, MN
CFP®
Infinium Investment Advisors
Denver, CO
CFP®
Lincoln Investment- New England
Waltham, MA
CFP®
Lincoln Investment- New England
CHILMARK, MA
CFP®, CSLP®
Arch Financial Planning, LLC
Macon, GA
CFP®, CSLP®
Arch Financial Planning, LLC
Athens, GA
CFP®
Conte Wealth Advisors
Fort Myers, FL
CFP®, ChFC
Stearns Financial Services Group
Greensboro, NC
CFP®
Capital Financial Solutions, LLC
Boise, ID
CFP®
Mainsail Financial Group
Bellevue, WA
CFP®
GC Steele & Company
Solvang, CA
CFP®
Mass Mutual
Wakefield, MA
CPA/PFS, CFP®
Steele Financial Services Inc
Bellingham, WA
CFP®
Beacon Pointe Advisors
Denver, CO
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®
Arthur Stein Financial, LLC
Bethesda, MD
CFP®
Plante Moran Financial Advisors
Grand Rapids, MI
CFP®
Vision Financial Group
Virginia Beach, VA
CFP®
Breakwater Investment Management
Seattle, WA
CFA, CFP®
Redwood Grove Wealth Management
Larkspur, CA
CFP®
Buckingham Advisors
Lebanon, OH
CFP®, EA
Steinmetz Financial Planning
Redwood City, CA
CFP®
Good Harvest Financial Group, Inc
Huntington, NY
CFP®
Ariadne Wealth Management
Santa Barbara, CA
CFP®
First Foundation Advisors
Orange, CA
CFP®. CeFT®
Luesink Stenstrom Financial
New York, NY
MBA, CFP®
FKS Wealth-management of UBS Financial Services
Northbrook, IL
CFP®, EA
Aspen Wealth Management
Fort Worth, TX
CFP®
Edgewood Wealth
Homewood, AL
CFP®
AdvicePoint, LLC
Wilmington, NC
CFP®
Stephenson & Company, Inc.
San Clemente, CA
CFP®, MBA
Ameriprise Financial Advisors
Jericho, NY
CFP®
Resource Consulting Group
Orlando, FL
CFP®
WealthPilot Financial
Meadowbrook, PA
CFP®, CPA/PFS
A & I Financial Services LLC
Englewood, CO
CFP®
Morgan Stanley
Morristown, NJ
CFP®
LPL Financial / Financial Steward Associates
Boulder, CO
CFP®
Buttonwood Financial Advisors
Baltimore, MD
CFP®
Ameriprise
Santa Rosa, CA
CFP®, ChFC, CLU
Stewart Advisory Services, Inc.
Elmira, NY
CFP®
Carmichael Hill
Gaithersburg, MD
CFP®
NWF Advisory Group
Santa Rosa, CA
CFP®, CLU
The Stewart Financial Group
Portland, OR
CFP®, ChFC®
Forestview Financial Partners, LLC
Delaware, OH
CFP®
Edward Jones
Crestview, FL
CPA, CFP®, CEPA
CI Budros Ruhlin Roe
Columbus, OH
J.D., CFP®, CLU
Capitol Financial Consultants, Inc.
McLean, VA
CFP®
Capitol Financial Consultants
McLean, VA
CFP®
Capitol Financial Consultants
Tysons, VA
CFP®, AIF®, PPC™
Water Street Financial
Winchester, VA
CFP®, CPA, CIMA, PFS
Stinnett Wealth Planning, LLC
Seal Beach, CA
CFP®, CPA, MBA
Carson Wealth
Columbia, MD
CFP®
Wealth Strategies, Inc.
Muncie, IN
CFP®
Lee Stoerzinger, Inc
Oakdale, MN
CFP®
Stokes Wealth
Orlando, FL
CFP®
PNC Hawthorn
Pittsburgh, PA
CFP®, ChFC®
Heck Capital Advisors
Rhinelander, WI
CFP®
Northwestern Mutual Wealth Management Company
Capistrano Beach, CA
CFP®
Northwestern Mutual Wealth Management Company
Irvine, CA
CFP®
Heydorn Stone Capital Management, LLC
Larchmont, NY
CFP®
Personal Financial Advisors, Inc.
Pickerington, OH
CFP®, ChFC, CLU, CRP
Stone Consulting Group
Roseville, CA
CFP®
Equitable Advisors
Woodbury, NY
CFP®, MBA
Avidian Wealth Solutions
Austin, TX
CFP®
Stordahl Capital Management
Greenwood Village, CO
CFP®, CFA
Pinnacle Financial Group, LLC
Western Springs, IL
CFP®
TrueNorth Wealth & Impact, LLC
Joplin, MO
MBA, CFP®
Stowe Financial Planning, LLC
Plano, TX
CFP®
Atlantic Wealth Advisors
Glastonbury, CT
CFP®, AAMS
Edward D Jones & Co
Burbank, CA
CFP®, CFA
Good Life Wealth Management LLC
LITTLE ROCK, AR
CFP®, CRPC®, RICP®
Ameriprise Financial
Daniel Island, SC
CFP®, CFA, CKA®
Syverson Strege
West Des Moines, IA
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®
Bernath & Rosenberg
New York, NY
CFP®
Bernath & Rosenberg
Woodmere, NY
CFP®
Wilkinson Wealth Management
Charlottesville, VA
CFP®
Strogen & Associates, Inc.
Berwyn, PA
CFP®
Divergent Planning, LLC
Bethesda,
CFP®
LOTUS Financial Partners
LAKEWOOD, 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
CFP®
UBS Financial Services Inc.
Princeton, NJ
MBA, CFP®, AIF®
Assured Concepts Group, Ltd.
East Dundee, IL
CFP®,MBA,CEBS,AEP, A
Financial Benefits, Inc
Wichita, KS
CFP®
Queens Oak Advisors
Charlotte, NC
CFP®
Selkirk Wealth Advisors LLC
Spokane, WA
CFP®, CLU, ChFC
Northwestern Mutual
San Antonio, TX
CPA/PFS, CFP®, GEPC
GSC Financial & Insurance Services, Inc.
AGOURA HILLS, CA
CFP®
The Diamond Group Wealth Advisors
San Ramon, CA
CFP®
The Diamond Group Wealth Advisors
Danville, CA
CFP®, AIF®, ChFC
Sullivan Kreiss Financial, Inc.
Westborough, MA
CFP®
Sullivan Wealth Management Group
Roseville, CA
CFP®
Financially in Tune
Stoneham, MA
CFP®
Rockbridge Investment Management
Syracuse, NY
CFP®
Sullivan Financial Planning, LLC
Englewood, CO
CFP®
TFC Financial Management, Inc.
Boston, MA
CFP®
Cerity Partners LLC
Los Altos, CA
CFP®
J.P. Morgan Securities
Stockbridge, GA
CFP®
Goldman Sachs Personal Financial Management
Austin, TX
CLU, ChFC, CFP®
Raymond James Financial Services
Metairie, LA
CFP®
Cambridge Investments
Montvale, NJ
CFP®
Wise Investor Group of Raymond James
Reston, VA
MBA,CFP®
Sumnicht & Associates, LLC
Appleton, WI
CFP®
CMC Financial
Birmingham, AL
CFP®
Holland Financial
Ormond Beach, FL
CFP®, CPA
WP Financial, LLC
New Hartford, CT
CFP®, RICP®, CLTC®
Swainsbury Wealth Management
Wichita, KS
JD,MBA,CFP®
TSA Wealth Management
Houston, TX
MBACFP®RICP®CDFA®EA
Advise Finance, LLC
Knoxville, TN
CFP®
Swanson Vann of Raymond James
Houston, TX
CFP®, CIMA®
Black Barn Financial
Austin, TX
CFP®
DES Financial Group LLC
Brea, CA
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
CFP®
Sound Stewardship, LLC
Overland Park, KS
CFP®
Gates Pass Advisors, LLC
Los Altos, CA
CFP®
Ameriprise Financial Services, LLC
Willowbrook, IL
CFP®, AFC®
Blue Mountain Financial Planning, LLC
Melissa, TX
CFP®, AFC®
Blue Mountain Financial Planning, LLC
Lubbock, TX
CFP®
Scarborough Capital Management
Annapolis, MD
CFP®
Bloom Asset Management, Inc.
Farmington Hills, MI
CFP®, MBA
Collabria Capital
San Ramon, CA
CPA/PFS, CFP®
Sachetta, LLC
Lynnfield, MA
CFP®, CTP, CFSA
Securities America
Tallahassee,
CFP® ChFC® CLU®
Ameriprise Financial Services, LLC
Philadelphia, PA
CFP®
HighRocks Wealth, LLC
Santa Fe, NM
CFP®
HighRocks Wealth, LLC
Santa Fe, NM
CFP®
Sadar Financial Management
Akron, OH
CFP®
Safranek & Associates
Tulsa, OK
CFP®
Safran Wealth Advisors, LLC
New York, NY
CFP®
Safstrom & Company
Seattle, WA
CFP®
The H Group, Inc.
Portland, OR
CFP®
The Legacy Group, Ltd.
Salem, OR
CFP®
Goldmark Financial Planners LLC
Salem, OR
CFP®, EA
Intrua Financial
Houston, TX
CFP®
Acropolis Investment Management, L.L.C.
Chesterfield, MO
CFP®
Summit Financial Strategies
Galena, OH
CFP®
Heritage Financial Consultants
Fort Wayne, IN
CFP®
WealthEdge Advisors
New York, NY
CFP® CFA
Lake Tahoe Wealth Management
Folsom, CA
AIF®, CFP®,
Delta Community Retirement & Investment Services
Atlanta, GA
CFP®, CFA, EA, CTFA
Family Investment Center, Inc.
Lenexa, KS
CFP®
Moisand Fitzgerald Tamayo, LLC.
Orlando, FL
CFP®, CIMA, CRPC
UBS Financial Services
Alpharetta, GA
CFA, CFP®
CAPTRUST Financial Advisors
Highlands Ranch, CO
CFA, CFP®
Castle Rock Financial Planning, Inc.
Mendota Heights, MN
CFP®
Sammons Wealth Management
Dallas, TX
CFP®,CDFA®,CTS,CES
FutureFWD Advisors
New York, NY
CFP®, CLU
Corinthian Wealth Management
San Jose, CA
CFP®, RICP®
Ameriprise Financial Services, Inc.
San Francisco, CA
CFP®
Robert W. Baird & Co.
Eagle, WI
CFP®
Robert W. Baird & Co.
Waukesha, WI
CFP®, CPA/PFS
McGuireWoodsLP
Richmond, VA
CFP®, CPA/PFS
McGuireWoodsLP
N Chesterfield, VA
CFP®,CFS,CPA,PFS,CGM
Wealth Advisory LTD
Melville, NY
CFP®
Sandifer Wealth Management
Mobile, AL
CFP®, CLU®
LPL Financial
Fort Myers, FL
CFP®
CONFIANCE, LLC
Cleveland, OH
CFA, CFP®, EA
Tobias Financial Advisors
Plantation, FL
CFP®, ChFC®
Ameriprise Financial Services, LLC
Melville, NY
MS, CFP®, ChFC, APMA
FutureFWD Advisors
New York, NY
CFP®, ChFC
Ameriprise Financial Services, LLC
Cedar Falls, IA
CFP®, CFS, ChFC, AEP
Financial Voyages L.L.C.
Harleysville, PA
CFP®
Virginia Asset Management LLC
Midlothian, VA
CFP®, MSFS
Ameriprise Financial Services, LLC
Orlando, FL
CFP®
Santoro Financial Planning Group
Plainville, MA
PhD, CFP®
Act Financial Planning
Citrus Heights, CA
CFP®
Petersen Hastings Investment Management
Kennewick, WA
CFP®
BCR Wealth Strategies, LLC
Clifton, NJ
CFP®
Midwest Capital Advisors
Grand Rapids, MI
CFP®
LPL Financial
Beaumont, TX
CFP®
Sauberan & Company
Orchard Park, NY
CFP®
Prairie Trust
Waukesha, WI
CFP®
Ameriprise Financial Services, LLC
Raleigh, NC
CFP®
Peacefield Wealth Solutions
Lubbock, TX
CFP®
Daniel N Saxe Income Tax, Inc.
Farmingdale, NY
CFP®, CDFA®, MBA
Carlson Capital Management
Hastings, MN
CFP®, CDFA®, MBA
Carlson Capital Management
Bloomington, MN
CFP®
Heritage Financial Services, Inc.
Woburn, MA
CFP®, CPA
Borgida & Company, P.C.
Manchester, CT
CFP®
Encore Wealth Advisors
Morris, MN
CFP®, CRPC®
Buckingham Strategic Wealth
Clayton, MO
CFP®, MBA
Savant Wealth Management
Manassas, VA
CFP®, AIF
Schatz Financial
The Villages, FL
CFP®
Investor's Capital Management, LLC
Menlo Park, CA
CFP®
Mutual Trust Advisory Group
Estero, FL
CFP®
Wealth Enhancement Group
Falls Church, VA
CFP®
Raymond James Financial Services, Inc.
Metairie, LA
CFP®
JNBA Financial Advisors
Minneapolis, MN
CFP®
Baron Financial Group, LLC
Fair Lawn, NJ
CFP®
Sequoia Financial Group
Mayfield Hts, OH
CFP® ChFC®
Manifest Wealth Management
Maple Grove, MN
CFP®
Generations Planning Group, LLC
Albany, NY
CFP®, ChFC, CLU
Trinity Financial Planning
Middleton, WI
CFP®
Harris Private Wealth
Foster City, CA
CFP®
Saratoga Financial Services
Saratoga Springs, NY
CFP®, MBA, CPA, AIF
Wealth Enhancement Group
Warren, NJ
CFP®
GS INVESTMENT PLANNING LLC
Melville, NY
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®
Cambridge
Saint Johns, FL
CFP®
Equity Planning Institute,inc.
Bethesda, MD
CFP®
Schlitt Investor Services, Inc
Vero Beach, FL
CFP®
Dean, Jacobson Financial Services, LLC
Fort Worth, TX
CFP®
San Diego Wealth Management, LLC
San Diego, CA
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®
Smart Investor
Woodland, CA
CFP®
Schneider Wealth Strategies
New York, NY
CFP®, JD, ChFC
Ameriprise Financial Services, LLC
Linwood, NJ
CFP®
Raymond James Financial Services, Inc.
Plattsburgh, NY
CFP®, RICP®
Johnson Financial Group
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®
InterVest, Ltd.
Chevy Chase, MD
CFP®
Marshall Financial Group
Doylestown, PA
CFP®
Choreo LLC
Des Moines, IA
CFP®, CPA
Matterhorn Financial Planning LLC
Pocatello, ID
CFP®
Carbahal Olsen Financial Services
Davis, CA
CFP®
LPL Financial
Spokane, WA
CFP®
HBKS Wealth Advisors LLC
Stuart, FL
CFP®
Schreck Wealth Management
North Haven, CT
CFP®, CPA
Mason Investment Advisory Services
Reston, VA
RN, CFP®
Liberty Financial Group, Inc.
Elm Grove, WI
CFP®
Louise Schroeder, Financial Planning Consultant and Educator
Stillwater, OK
CFP®, CLU, ChFC, MS
Schroeder Wealth Advisors
THE WOODLANDS, TX
CFP®
Schuler Wealth Planning
Lewis Center, OH
CPA PFS/CFP®
Schulte Financial Group, LLC
Cincinnati, OH
CFP®
DEFINE FINANCIAL
San Diego, CA
CFP®, ChFC®, CPWA®
Rollins Financial Advisors, LLC
Atlanta, GA
CFP®, ChFC, EA
QOLity Financial
Utica, MI
MBA, CEPA, CFP®
Schuster Anderson Wealth Advisors
Grand Island, NE
CFP®
Stewardship Concepts Financial Services
Spokane, WA
CFP®
T.C. Schwab Financial Planning, LLC
Santa Fe, NM
J.D., CFP®
PlanViser Financial
Golden Valley, MN
CFP®
S&A Financial Services, Inc.
Overland Park, KS
CFP®
CAPTRUST
Lake Success, NY
CFP®
Merrill Lynch
Garden City, NY
CFP®, CIMA, AIF, MBA
EntentVest Inc.
Palo Alto, CA
CFP®, CPA
Wealthspire Advisors
Gaithersburg, MD
CFP®, RICP®, MBA
Clear Retirement Advice
San Mateo, CA
CFP®, CPA
Scipione Wealth Advisors, Inc.
Wyckoff, NJ
CFP®
OneDigital
Saint Louis, MO
CFP®
WellAcre Wealth Management, LLC
Santa Monica, CA
CFP®
True North Advisors, LLC
Dallas, TX
CFP®
JP Morgan Securities
Chicago, IL
CFP®
Seagraves Financial Group
Oak Brook, IL
CFP®, ChFC, AIFA®
Searcy Financial Services, Inc.
Naples, FL
CFP®, CTFA
The Trust Company
Manhattan, KS
CFP®
Royal Alliance
Tucson, AZ
CFP®
Align Financial Solutions LLC
Hoboken, NJ
CFP®(R)
Lincoln Financial Advisors
Indianapolis, IN
CFP®, CIMA
Ameriprise Financial Services, LLC
Raleigh, NC
CFP®
Sego Wealth Management, LLC
Collierville, TN
CFP®
Fullen Financial Group
Columbus, OH
MBA, CFP®, CFA
Capital Squared Financial (CSF)
Rockville, MD
CLU, ChFC, CFP®
Ridgeline Wealth Advisors
Raleigh, NC
CFP®
St. Germain Investment Management
Springfield, MA
CFP®
Sellers Financial Services, Inc
Brandon, FL
CFP®, CSA
North Ridge Wealth Planning
Melville, NY
CFP®, EA, ADPA
SageVest Wealth Management
Bethesda, MD
CFP®, EA, ADPA
SageVest Wealth Management
McLean, VA
JD, CFP®, AIF®
Guidelight Financial LLC
Norwalk, CT
CFP® AIF®
Vita Advisors, LLC
Fairlawn, 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
Fresno, CA
CFP®
Buckingham Strategic Wealth
Southlake, TX
CFP®
Rightirement Wealth Partners
Harrison, NY
CFP®
Pittenger & Anderson, Inc.
Lincoln, NE
CFP®
Wealth Enhancement Group
West Des Moines, IA
CFP®
Western Reserve Capital Management
Hudson, OH
CFP®
Waddell & Reed
Ft. Mitchell, KY
CFP®
Kuhn Capital Partners
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, LLC
Lebanon, PA
CFA, CFP®
SFMG Wealth Advisors
Plano, TX
CFP®, RLP®, CeFT
Legacy Consulting Group
Plano, TX
CFP®
Financial Compass Group
Wellesley Hills, MA
CFP®
IWM Financial, Inc.
Tustin, CA
CFP®
IWM Financial, Inc.
Riverside, CA
CFP®, AIF
Overland & Shanahan Wealth Advisors
San Diego, CA
CFP®
Brazos Wealth Advisors, L.L.C.
Fort Worth, 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®, MBA
Sharma Assocaites, Inc
Conshohocken, PA
JD, MBA, CFP®
HUB International Great Plains
Omaha, NE
CFP®, RLP®, CeFT™
River Family Advisors, LLC
Salt Lake City, UT
CFP®
Glad Financial Services Inc
Nashville, TN
CFP®
CrossleyShear/Raymond James Financial Services
Heathrow, FL
CFP®, AIF®, CAP®
Raymond James Financial Services, Inc.
Scottsdale, AZ
CFP®
LPL Financial
Long Beach, CA
CFP®, CLU, ChFC
Wescott Financial Advisory Group, LLC
Philadelphia, PA
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®,CKA®
Ameriprise Financial Services, LLC
West Chester, OH
CFP®
Oquirrh Wealth Advisors
South Jordan, UT
CFP®, JD, CPA
Mainspring Wealth Advisors
Seattle, WA
CFP®, JD, CPA
Mainspring Wealth Advisors
Atlanta, GA
CFP®
Stifel Nicolaus
Charlotte, NC
CFP®
Francis Financial, Inc.
New York, NY
CFP®, CPA/PFS, RICP®
The Nalls Sherbakoff Group, LLC
Knoxville, TN
CPA/PFS, CFP®, AIF®
DSher Inc
Saint Louis, MO
CFP®
Robert W. Baird & Co. Incorporated
New Hartford, NY
CFP®, MA, NAPFA
Clearview Wealth Management
Charlotte, NC
CFP®, ChFC®, CKA®
Ameriprise Financial Services, LLC
Longview, TX
CFP®
Sherwood Financial Management
Buffalo, NY
CFP®
Quintessential Financial Corp.
Newport Beach, CA
CFP®
Cadence Wealth Management
Westborough, MA
CFP®
CAPTRUST Advisors
Chesterton, IN
CFP®
CAPTRUST Advisors
Michigan City, IN
CFP®,CRPC®,CDFA™CLTC
Ameriprise Financial Services, LLC
Limerick, PA
CFP®,CRPC®,CDFA™CLTC
Ameriprise Financial Services, LLC
Langhorne, PA
CFP®
Commonwealth Financial Network
Tacoma, WA
Ph.D., CFA, CFP®
Scholar Financial Advising
Atlanta, GA
Ph.D., CFA, CFP®
Scholar Financial Advising
Raleigh, NC
Ph.D., CFA, CFP®
Scholar Financial Advising
Lewisville, NC
CFA, CFP®
The Northern Trust Company
Sarasota, FL
CFP®, CFS
Prism Financial Group L.L.C.
Overland Park, KS
CFP®, CLU®
The Shobe Financial Group
Baton Rouge, LA
CFP®, CLTC
TSG Advice Partners
Columbus, OH
CFP®
Beacon Hill Investment Advisory
Dublin, OH
MBA, CFP®, CRPC, BFA
Ameriprise Financial Services, LLC
Cortland, OH
CFP®
Shotwell Rutter Baer
Lansing, MI
CFP®
Shotwell Rutter Baer
Ann Arbor, MI
CFP®
Financial Planning & Management
Indialantic, FL
CFP®
Creative Capital Management
San Diego, CA
MBA, CFP®, AIF®
Delta Community Retirement & Investment Services
Atlanta, GA
PhD, CFP®
ERSI Wealth, Inc.
Centennial, CO
CPA, CFP®, AEP®
Valley National Financial Advisors
Bethlehem, PA
CFP®
Willis Johnson & Associates
Houston, TX
CFP®
Financial Advisor Network, Inc.
Farmingdale, NY
MBA, AIFA, CFP®,CIMA
Epsilon Financial Group Inc.
Fairfield, CA
CFP®
Point Comfort Wealth Management
Newport News, VA
CFP®TEP,ChFC,CLU,AEP
Global Financial Institute, LLC
Costa Mesa, CA
CFP®
JNBA Financial Advisors
Minneapolis, MN
CFP®, CRPC®
Sabal Palm Financial | Raymond James Financial Services
West Palm Beach, FL
CPA, CFP®
Creative Finl. Plng. Advisors, Inc.
South Bend, IN
CFP®
Connors Investor Services, INC.
Wyomissing, PA
CFP®, CPWA®
Wealth Enhancement Group
Pittsford, NY
CFP® ChFC® CASL CLTC
Arkhitekton LLC
Freehold, NJ
CFP®
Carl P Sherr & Co
Worcester, MA
CFP®, CPA/PFS
PLS Advisory, LLC
Katy, TX
CFP®
Conquis Financial LLC
Millbrae, CA
CFP®
Transitions Wealth Management, LLC
Denver, CO
CFP®,APMA,CDFA, ChFC
Ameriprise Financial
Jericho, NY
CFP®, AIF®
Simonet Financial Group, LLC
Kyle, TX
CFP®
Tryline Private Wealth of TPG
Arlington Heights, IL
MSFP, CFP®, AEP®
River Capital Advisors, L.C.
Jacksonville, FL
CFP®
Moran Wealth Management
Naples, FL
CFP®, CDFA, MBA
Florida State University
Waverly, AL
CFP®
Sims Financial Services LLC
Wayne, PA
CFP®, CFA
Eliot Rose Wealth Management
West Warwick, RI
CFP®
First Financial Consulting
Pasadena, CA
JD, MBA, CFP®, CIMA
Raymond James Financial Services
Houma, LA
CFP®
On Course Financial Planning
Woodinville, WA
CFP®, CPA
CS Wealth Management, LLC
Portland, OR
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®, EA, AIF
AEL Wealth Management
Indianapolis, IN
CFP®
Lechner Associates
North Attleboro, MA
CFP®
Soundview Advisors
Olympia, WA
CFP®
Soundview Advisors
Seattle, WA
CFP®
RP Slater Financial Management, LLC
Reston, VA
CFP®
Richard P. Slaughter Associates, Inc.
Austin, TX
CFP®
Covenant Partners LLC
Nashville, TN
CPA, CFP®, PFS
Sledge and Company PLLC
High Point, NC
CFP®
Sound Financial Management
Raleigh, NC
CFP®
ArborFi Advisors LLC
Ann Arbor, MI
CFP®, MBA
Wingate Wealth Advisors, Inc.
Lexington, MA
CFP®
Henrickson Nauta Wealth Advisors
Belmont, MI
CFP®, ChFC, CLU
Wealth Enhancement Group
Walnut Creek, CA
CFP®, MBA, RFC, FIC
Triple Crown Wealth Finance
Bradenton, FL
CFP®
First Command Financial Services
Carlisle, PA
CFP®, ChFC®, CLU
Ameriprise Financial Services, LLC
Fairfax, VA
CFP®
Cove Financial Planning, LLC
Milwaukee, WI
CFP®
Cove Financial Planning, LLC
Minneapolis, MN
CFP®
Traditions Wealth Advisors
Austin, TX
CFP®
Traditions Wealth Advisors
College Station, TX
CFP®
Sterling Financial Group, Inc.
Pasadena, CA
CFP® MSFS AIF®
Smith, Moses & Cozad, LLC.
Beavercreek, OH
CFP®, ChFC®, CPFA®
Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services
Bend, OR - Oregon
CFP®, ChFC®, CPFA®
Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services
Bend, OR
CFP®
Pathways Advisory Group, Inc.
Fresno, CA
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
Southampton, PA
CFP®
Mission Wealth Management
Santa Barbara, CA
CFP®, ChFC®, CPWA®
The Wise Investor Group of Raymond James
Reston, VA
CFP®
Mercer Advisors
Westerville, OH
CFP®
LPL Financial
Madison, NJ
CFP®, CFA
Smith Partners Wealth Management
Greensboro, NC
CFP®, APMA®
Ameriprise Financial Services, LLC
Edmonds, WA
CFP®
Charles Schwab & Co.
Bridgewater, NJ
CFP®
Northwestern Mutual Investment Services, LLC
Northbrook, IL
CPA, CFP®, ChFC, CLU
Vision Wealth Planning, LLC
Glen Allen, VA
CFP®, MSFS
Ameriprise Financial Services, LLC
Stevens Point, WI
CFP®
Physicians Resource Services
Austin, TX
CFP®, WMCP®
Thayer Financial, L.L.C.
Hickory, NC
MS, CFP®, CLTC
Comprehensive Financial Advisers
Exton, PA
CFP®,ChFC®,CASL,AEP®
Growtrust Partners
Ada, MI
CFP®
Smith & Associates
South Bend, IN
MS, CFP®
TDC Companies
Winchester, VA
JD, CFP®
RightPath Investments & Financial Planning, Inc.
Denver, CO
CFP®, ChFC, CLU
Smith & Associates - Ameriprise Financial
Novi, MI
CFP®
Level 5 Financial, LLC
Colorado Springs, CO
CFP®
Insight Wealth Partners, LLC
Plano, TX
CFA, CFP®
Prudence Wealth Advisory
Irvine, CA
CFA, CFP®
Bromfield Sneider Wealth Advisors, Inc.
Westwood, MA
CFP®, RICP®
Paragon Wealth Strategies
Jacksonville, FL
CFP®
UBS Financial Services Inc.
Houston, TX
CFP®
Snow Financial Group, LLC
Dallas, TX
CFP®
Snyder Financial Group Inc
Tampa, FL
CFP®, ChFC
Oaktree Financial Advisors
Carmel, IN
CFP®
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Tampa, FL
CFP®, CPA
Soares Financial, Inc.
Napa, CA
CFP®
The Financial Planning Center
Amherst, NY
CFP®
Equalis Financial
Los Angeles, CA
CFP®, EA, MBA
Soesbe Financial
Sacramento, CA
CFP®
Ameriprise Financial Services, LLC
Columbia, MD
