CFP®
Rock House Financial
Farmington, UT
CFP®
Horizon Financial Advisors Inc
Monroeville, PA
CFP®
Carson Wealth
Saginaw, MI
CFP®
Aberle Investment Management
Eagle, CO
CFA, CFP®, EA
Abmeyer Wealth Management
Dallas, TX
CFP®, ChFC, CLU, RIC
Allworth Financial
Indianapolis, IN
CFP®
Yeske Buie Inc.
Vienna, VA
CFP®
Nancy K. Weeks Associates, LLC
Redwood City, CA
CFP®, ChFC®,CRPC®
Ameriprise Financial Services, LLC
Sioux City, IA
CFP®
Context Financial LLC
Lexington, KY
CFP®
Ameriprise Financial Services, Inc
Fairfax, VA
CFP®
Ametrine Wealth
Orion, MI
CFP®, EA
Empower Wealth Management, LLC
Marksville, LA
CFP®
Adams Wealth Management
Dallas, TX
CFP®, AIF®
Latitude Wealth Management LLC
Kennewick, WA
CFP®, AIF®
Latitude Wealth Management LLC
Walla Walla, WA
CFP® CPWA®
Second 50 Financial
Manhattan Beach, CA
CFP®, MBA, MSFP
Armstrong Retirement Planning, LLC
Cupertino, CA
CFP®
Center For Financial Planning
Southfield, MI
CFP®, AIF®, EA
Addessi Financial Partners
Lutz, FL
CFP®, MSFS
Addington Financial Group
Winnsboro, TX
CFP®, CRPC, APMA®
Ameriprise Financial Services, LLC
Boston, MA
CFP®
Ameriprise Financial Services, LLC
Jacksonville, FL
CFP®, ChFC®
Edward Jones
Asheville, NC
CFP®, MBA
Agnello Financial Group, Inc.
West Palm Beach, FL
CFP®
Graystone Advisor
Foster City, CA
CFP®
Mellen Money Management LLC
Ponte Vedra, FL
CPA/PFS, CFP®, AEP®
Sachetta, LLC
Lynnfield, MA
CFP®
Ahlers & Stoll, PC
Houston, TX
CFP®
American Private Wealth
Bedford, MA
CFP®
Ameriprise Financial Services, LLC
Pittsburgh, PA
CFP®
Osaic Institutions
Canton, MA
CFP®
Aita Financial Group, Inc.
Washington Depot, CT
CFP®
Aspire Wealth Partners
Tucson, AZ
CFP®
JCL Financial Group, LLC
Newtown, PA
CFP®
CCR Wealth Management LLC
Westborough, MA
CFP®
Ameriprise Financial Services, LLC
Cedar Falls, IA
CFP®, CRPC®
Caliber Wealth Management
Overland Park, KS
CPA,CFP®
Focus Financial Advisors
Rockford, IL
CFP®, AIF®, CDFA®
Retirement Investment Advisors, Inc.
Oklahoma City, OK
CFP®
Evensky & Katz Wealth Management
Coral Gables, FL
CFP®, CRC®, CDFA®
Law & Associates, Inc.
Glen Echo, MD
CFP®
Pinion Wealth
Wichita, KS
CFP®
Bradley Allen
Seattle, WA
CFP®
Mayo Clinic
Rochester, MN
CFP®, ChFC, CDFA, EA
Anchor Bay Capital
Tustin, CA
CFP®, ChFC, CDFA, EA
Anchor Bay Capital
Carlsbad, CA
CFP®
Pearl Wealth LLC
Portland, OR
CFP®, MS
Allen Capital Group
Grand Island, NE
CFP®, AWMA
Enhance Wealth Advisors®
Oakland, CA
CFP®, AWMA
Enhance Wealth Advisors®
Walnut Creek, CA
CFP®
Allison & Company Financial Counselors
MILWAUKEE, WI
CFP®; EA; MBA
Savant Wealth Management
Manassas, VA
CFP®
Capital Wealth Management, Inc.
West Warwick, RI
CFP®
New Dimensions Wealth Management, LLC
Allen, TX
MBA, CFP®, CLU, CIMA
Alsworth Capital Management, LLC
Corning, NY
Ph.D. CFP®
Altfest Personal Wealth Management
New York, NY
Ph.D, CFP®, CFA, CPA
Altfest Personal Wealth Management
New York, NY
CFP®
Charles Schwab & Co.
Winter Park, FL
CFP®
Patrimonial Group & OPINIO ALVAREZ Financial Planning Group
Doral, FL
MSAFP, CFP®, CEPA®
Vida Private Wealth
Pasadena, CA
CFP®
Thrivent
New Brighton, MN
CFP®
Brighton Jones
Scottsdale, AZ
CFP®, CIMA®
UBS Wealth Management
Paramus, NJ
CFP®, CPA
Hackney, Ames & Company, PA, CPA's
Arcadia, FL
CFP®, CIMA®
JFS Wealth Advisors, LLC
Pittsburgh, PA
CFP®, AIFA®
Advance Capital Management Inc
Independence, OH
CFP®
MacLean Wealth Management
Princeton, NJ
CFP®, CRPC, ChFC
Ameriprise Financial Services, LLC
Wilmington, DE
CFP®
Peak Financial Planning
Canoga Park, CA
CFP®
Plancorp
Spokane Valley, WA
CFP®
Parkshore Wealth Management
Granite Bay, CA
CFP®
Kristi L. Andersen Financial Partners, LLC
Plymouth, MN
CFP®, CLU®, ChFC®
Fit Asset Management
Castle Rock, CO
CFP®
Carlyle Wealth Management
Atlanta, GA
CFP®, ChFC & CLU
St. Croix Advisors, LLC
Saint Paul, MN
CFP®, CLU®
Ameriprise Financial Services, LLC
Alpharetta, GA
CFP®
Denewiler Capital Management
Denver, CO
CFP®
Cypress Wealth Management, LLC
Germantown, TN
CFP®, CRPS®
Evergreen Financial Partners
Rochester, MN
CFP®
West Financial Services, Inc.
Mc Lean, VA
JD, CFP®
True North Advisors
Dallas, TX
CFP®
Key Private Bank
Heber City, UT
CFP®
Prairiewood Wealth Management
West Fargo, ND
CFP®
Prairiewood Wealth Management
Fargo, ND
CFP®, CIMA®, BFA™
Summit Wealth Management
Greenwood Village, CO
CFP®
Traction Financial Partners
Littleton, CO
CPA/PFS, ADPA®, CFP®
Anderson & Associates Financial, LLC
Plano, TX
CPA/PFS, ADPA®, CFP®
Anderson & Associates Financial, LLC
Plano, TX
CFP®
The Foundry Financial Group
Laconia, NH
CPA, CFP®, EA
Scott Anderson Financial, Inc.
Newport Beach, CA
CFP®, CFA
Anderson Financial Strategies, LLC
Dayton, OH
CFP®, PhD
Navion Financial Advisors
Sacramento, CA
CFP®
McCurdy Investments, LLC
Sturbridge, MA
MBA, CFP®, ChFC®
Heritage Wealth Partners
Dublin, OH
CFP® CDFA®
Birchwood Financial Partners
Edina, MN
CFP®, CPA
Andrews Advisors
Green, OH
CFP®
WWA Planning & Investments
Columbus, IN
CFP®
Market Street Wealth Management Advisors
Indianapolis, IN
CFP®
Angelo & Associates Financial Planning Group
Clark, NJ
CFP®
Angelo & Associates Financial Planning Group
Clark, NJ
CFP®
Level Financial Advisors
Hamburg, NY
CFP®
Level Financial Advisors
East Amherst, NY
CFP®, CEPA®, CRPC®
Union Savings Bank
Norwalk, CT
CFP®
Cardinal Pointe Financial Group
Fort Wright, KY
CFP®
Sensible Money, LLC
Scottsdale, AZ
CFP®, CPA/PFS, QFP
Antonini CPA's, LLP
San Francisco, CA
JD, CFP®
George J. Appel & Associates
Harveys Lake, PA
CFP®
Bmore Financially Fit, LLC
Baltimore, MD
CFP®, CPA, MBA
Three Cord True Wealth Management
Beaver, PA
CFP®, CPA/PFS
SK Wealth Management, LLC
Providence, RI
CFP®
Archambo Financial Advisors, Inc.
Bartlesville, OK
CFP®, CFA, MBA, CDAA
Archer Investment Management
Austin, TX
CFP®
Alegría Wealth
Overland Park, KS
Finance & Investment
The Lab Holding Ltd
Dubai, Dubai
CFP®, ChFC
Chinen & Arinaga Financial Group, Inc.
Mililani, HI
CFP®, CFA, EA
Planned Solutions
Folsom, CA
CFP®, CFA
Budros, Ruhlin & Roe, Inc
Columbus, OH
CFP®
Armstrong, Fleming & Moore, Inc.
Sarasota, FL
CFP®
Weatherly Asset Management
Del Mar, CA
CFP®
AIS Financial
Commerce, TX
CFP®
Lee Financial Corporation
Dallas, TX
CFP®,CLU®,CLTC,ADPA
Centinel Financial Group
Needham Heights, MA
CFP®
360 Financial, LLC
Urbandale, IA
CFP®
Weston Financial Group
Wellesley, MA
CFP®
Coble-Cravens Financial Services, Inc.
Arlington, TX
CFP®
Securian Advisors Northwest
Seattle, WA
CFP®
WealthPoint Financial Planning
Lutz, FL
CFP®
The Kelly Group
Bel Air, MD
CFP®
RJA Financial Services,Inc
Tukwila, WA
CPA, PFS, CFP®
William Mack & Associates, Inc.
Troy, MI
CFP®
Integra Financial, Inc.
Greenwood Village, CO
CFP®
CoreNorth Capital Planning
Wichita, KS
CFP®
Whealthy Living LLC
Phoenix, AZ
CFP®
Access Financial Resources, Inc.
Oklahoma City, OK
MSFS, CFP®, RICP
Mercer Global Advisors, Inc.
Jacksonville, FL
CFP®
Waverly Advisors, LLC
Birmingham, AL
CFP®
Asti Financial Management, LLC
Alameda, CA
MS,CFP®, CPWA®
The Astorino Financial Group, Inc.
Fairfield, NJ
CFP®
Neumann Capital Management, LLC
Foster City, CA
CFP® AIF®
WealthSpring
Long Beach, CA
MS CFP® CIMA AIF®
NBC Securities, Inc.
Tampa, FL
CFP®AIF®MPAS
Columbus Capital
New Albany, OH
CFP®
Excomp Asset Management
Melville, NY
CFP®, Esq.
Access Financial Resources, Inc.
Oklahoma City, OK
CFP®, AEP, CDFA
Cerity Partners
Winchester, MA
CFP®
A & M Tax & Accounting Svcs., In
Athens, GA
CFP®
Ameriprise Financial Services, LLC
Edina, MN
CFP®, CLU, ChFC
North Star Resource Group
Minneapolis, MN
CFP®
Jesurun Wealth
Bonita Springs, FL
CFP®
Modera Wealth Management LLC
Rye Brook, NY
CFP®
ProVise Management Group, LLC
Clearwater, FL
CFP®, MIM, AIF
Austin Wealth Management
Brookeville, MD
CFP®
Greenville Capital
Greenville, SC
CFP® CFA, MBA
The Coleridge Group, LLC
Phoenix, AZ
CFP®
Conrad Siegel Investment Advisors, Inc.
Harrisburg, PA
CFP®, CLU, ChFC
Copia Financial Solutions, Inc.
Palatine, IL
