CFP®, CIMA, MBA
The Gabriel Group
San Ramon, CA
CFP®, ChFC®, CRPC®
Ameriprise Financial Services, LLC
Coon Rapids, MN
CFP®
Index Financial Advisors LLC
Healdsburg, CA
CFP®
Kuleana Wealth Advisors, LLC
Los Altos, CA
CFP®, RICP, CDFA
Roffman Miller & Associates
Philadelphia, PA
CFP®
Defined Financial Planning, LLC
San Rafael, CA
CFP®, CFA
Atwater Wealth Management
Boston, MA
MBA, CFP®, CIMA®
Ameriprise Financial Services, LLC
West Hartford, CT
CFP®, MBA
Coromandel Wealth Strategies
Lexington, MA
CFP®
Claro Advisors
Boston, MA
MSFS,ChFC,CFP®, AIF®
Pension Professionals
Biddeford, ME
CFP®
Non-Traditional Wealth Management, LLC
Orlando, FL
CFP®, CIMA
Private Ocean
San Francisco, CA
CPA, CFP®
Gainspoletti Financial Services, Inc.
Cleveland, MS
CFP®
Axxcess Wealth Management
Lantana, TX
CFP®
L. Jeffrey Galbraith, CFP
Edmonds, WA
CFP®, AIF®
Stephanie A. Gale, dba Gale Investment Management
Port Townsend, WA
CFP®
Northwestern Mutual Financial NetworkUS Steel Tower
Pittsburgh, PA
CFP®
Horizon Financial
Traverse City, MI
CFP®, CRPC
Frisch Financial Group
Melville, NY
CFP®, CRPC
Frisch Financial Group
New York, NY
CFP®
Daniel J. Galli & Associates
Norwell, MA
CFP®, ChFC, CLU, CPA
Jeffrey Gall Wealth Advisors
Franklin, TN
CFP®, EA
Milestones Financial, LLC
Columbus, OH
CFP®
Bump & Associates
Silver Spring, MD
CFP®
Spectrum Strategies, L.L.C.
Dallas, TX
CFP®, CFA
Hopwood Financial Services
Reston, VA
CFP®
SFMG Wealth Advisors
Plano, TX
MSFS, AEP, CFP®, CLU
Pathfinder Financial Group
Newburyport, MA
CFP®, AIF®
Evensky & Katz Wealth Management
Coral Gables, FL
CFP®
Gantt Financial Advisors, LLC
Daphne, AL
CFP®, CLU®
BSH Financial Services, LLC
Indianapolis, IN
CFP®, EA
Frontier Investments
Dallas, TX
CFP®
Tanglewood Legacy Advisors, LLC
Houston, TX
CFP®
Gardey Financial Advisors
Saginaw, MI
CFP® CPA PFS MPA
Royal Alliance Associates, Inc.
Houston, TX
CFP®,CDFA,CFEd
Gardner Wallace Financial Solutions
Addison, TX
CFP®, CeFT®
Life&Wealth Advisors, Inc
Walnut Creek, CA
CFP®
The Gardner Group
Dallas, TX
CFP®, AAMS®, CRPS®
Edward Jones - Mandeville, LA
Mandeville, LA
CFP®, JD, LLM, CPA
Estate Plan Inc.
Laguna Beach, CA
CFP®
Lionheart Financial Planning, Inc.
Stafford, VA
CFP®
EP Wealth Advisors
Littleton, CO
CFP®, CLU
Silversage Advisors
Irvine, CA
CFP®, CIMA®
Fifth Third Bank
Grosse Pointe Farms, MI
CFP®, CIMA®
Fifth Third Bank
Grosse Pointe Farms, MI
CFP®
GarnerWealthStrategies
Greensboro, NC
CFA, CFP®
Kanawha Capital Management, LLC
Richmond, VA
CFP®, CIMA®
BentOak Capital
Weatherford, TX
AEP®, CFP®, HDP™
The ACU Foundation
Abilene, TX
CFP®
Financial Empowerment
Burnsville, MN
CFP®, CPA/PFS
BentOak Capital
Weatherford, TX
MBA, CFP®,MBA, CKA®
Inflection Point Wealth Advice
Overland Park, KS
CFP®
Cerity Partners
Houston, TX
CFP®, AIF®
Wealthspire Advisors
Fulton, MD
CFP®, MBA
Yardley Wealth Management, LLC
Yardley, PA
CFP®, MBA
Gartner Financial Advisors
Loveland, OH
CFP®
ISC Financial Advisors
Minneapolis, MN
CFP®, CDFA®
Barry Investment Advisors
New Bedford, MA
CFP®, ChFC®, CLTC®
S.J.Prill Financial & Investment Planning, Inc.
Wichita, KS
CFP®
S.J. Prill Financial & Investment Planning Inc. / Raymond James
Wichita, KS
CFP®
Mercer Advisors
Dallas, TX
CFP®, CIMA, CPFA
Gasber Financial Advisors, Inc.
Folsom, CA
CFP®
Paradigm Advisors
Dallas, TX
CFP®
Paradigm Advisors
Dallas, TX
CFP®
Paradigm Advisors
Fayetteville, AR
CFP®
Gatens Financial LLC
Dallas, TX
CFP®
Cable Hill Partners
Portland, OR
CFP®
Vantage Investment Services Group
Bridgeton, MO
CFP®
Crestwood Advisors
Boston, MA
CFP®
Gaulden & Associates Wealth Management
Durham, NC
CFP®, EA
Tobias Financial Advisors, Inc.
Plantation, FL
CFP®
Frisco Financial Planning LLC
Frisco, TX
CFP®
Kahler Financial Group
Rapid City, SD
CFP®
Heritage Financial Planning
Dallas, TX
CFP®
Syverson Strege
West Des Moines, IA
CFP®, CPA
Centerpoint Financial Management LLC
Irvine, CA
CFP®
Thomas A. Geisler & Co., P.C.
Pittsburgh, PA
CFA®, CFP®
Hawthorn, PNC Family Wealth
Cranberry Township, PA
CFA®, CFP®
Hawthorn, PNC Family Wealth
Pittsburgh, PA
CFP®, MBA
Becker Capital Management
Portland, OR
CFP® CIMA® CPWA® RMA
Beacon Hill Private Wealth LLC
Summit, NJ
CFP®, AWMA®, AIF®
Summit Pointe Advisors
Mechanicsburg, PA
CFP®, CLU
ET George Investment Management, LLC
Starkville, MS
CPA, CFP®, CFE
Hamilton Capital Management, Inc.
Palm Beach Gardens, FL
CFP®
HoyleCohen, LLC
San Diego, CA
CFP®, AWMA®
Creekmur Wealth Advisors
Avon, CO
CFP®, AFC
Momentum Financial Planning LLC
Longmont, CO
CFP®
Ameriprise Financial Services, LLC
Boston, MA
CFP®, CIMA®
Glassman Wealth Services
Vienna, VA
CFP®, ChFC®, RICP®
Gertsema Wealth Advisors
Saint Joseph, MO
CFP®
Dean Charles Associates, Inc.
Newtown, PA
CFP®
Gessner Wealth Strategies, LLC
Houston, TX
CFP®
Gettings Reed Financial
Lafayette, IN
CPA, CFP®, CFE, AEP®
Grace B. Ghezzi Consulting, LLC
Syracuse, NY
CFP®, CFA
Accredited Wealth Mangement
Louisville, KY
CFP®
CG Capital
New Hartford, NY
CFP®
United Asset Strategies
Garden City, NY
CFP®
Lee Financial Corporation
Dallas, TX
CFP®, ChFC
Ameriprise Financial Services
Raleigh, NC
CFP®, AIF, EA, MBA
Albany Financial Group
Albany, NY
CFP®
PNC Wealth Management
Cleveland, OH
CFP®
Apex Wealth Management, LLC
Katy, TX
CFP®
Curio Wealth
Annapolis, MD
CFP®, CPCC, CLU, FBS
Delphi Coaching
San Francisco, CA
CFP®
Emeritus Investment Management, Inc.
Mill Valley, CA
CFP®
Wealth Enhancement Group
Los Angeles, CA
CFP®
Freedman Finanical
Peabody, MA
CPA, CFP®
Highland Private Wealth Management, LLC
Ellensburg, WA
MBA, CFA, CFP®
RTD Financial Advisors Inc
Philadelphia, PA
CFP®
Ameriprise Financial Advisors
Metairie, LA
CFP®
Cary Street Partners
Charlottesville, VA
CFP®, CFA,CPA
Consolidated Planning Corporation
Atlanta, GA
CFP® EA
Fiduciary Wealth Group
Dayton, OH
CFP®
Willow Creek Financial Serv
Sebastopol, CA
CFP®
Heritage Financial Partners
Green Bay, WI
CFP®
Engage Wealth Group, LLC.
Northfield, IL
CFP®, CIMA
Savant Capital LLC
Downers Grove, IL
CFP®
Glassman Wealth Services, LLC
Vienna, VA
CFP®
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID
CFP®, RFC
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID
CFP®
RMG Advisors
Rockville, MD
CFP®
Covenant Partners, LLC
Nashville, TN
CFP®, EA
Note Advisors, LLC
Buffalo, NY
CFP®
Lifetime Asset Management
Raleigh, NC
CFP®, CCFC
JFS Wealth Advisors, LLC
Doylestown, PA
CFP®
Glover & Associates, Inc.
Atlanta, GA
CFP®
Tarheel Advisors, LLC
Greensboro, NC
ChFC, CFP®, CIMA
UBS Wealth Management
Washington, DC
CFP®, ChFC, CLU
DBG Financial Group, Inc.
Lutz, FL
CFP®, MBA
Wise Steward Corporation
SANTA MONICA, CA
CFP®
Pincus & Goldberg
Rockville, MD
CFP®
United Capital
Scottsdale, AZ
CFP®, MBA
Advanced Paraplanning LLC
Short Hills, NJ
CFP®
Circle Advisers, Inc.
New York, NY
CFP®, AIF, MBA
Financial Strategies Group
Dallas, TX
CFP®
Jacob Gold & Associates, Inc.
Scottsdale, AZ
CFP®
Tamarind Financial Planning
San Mateo, CA
CFP®
Goldsberry Wealth Strategies
Athens, OH
CFP®,CLTC,CASL,RICP
Thrivent Financial
Lawrenceville, GA
CFP®, CRPS®, AIF®
HBKS Wealth Advisors
Fort Myers, FL
CFP®
Financial Life Planning LLC
Marlton, NJ
AIF®, CFP®, RICP®
QL Wealth Advisors @ Janney Montgomery Scott, LLC.
Lutherville Timonium, MD
CFP®, CRPC®, RICP®
oXYGen Financial, Inc.
Alpharetta, GA
CFP®
G Squared Financial Advisors
Mamaroneck, NY
CFP®, AFC®
Primeros Financial
Canoga Park, CA
CFP®
McKinley Carter Wealth Services, Inc.
Wexford, PA
CFP®
CameronDowning Inc.
Coral Gables, FL
CFP®
Edward Jones Investments
Gainesville, GA
CFP®
Financial Planning Associates, Inc.
Ellisville, MO
CFP®
Goodrich Financial Group, LLC
Escondido, CA
CFP®
Financial Synergies Wealth Advisors
Tyler, TX
CFP®
Goodstein Wealth Management
Encino, CA
CFP®, MSFS, CDFA
Wescott Financial Advisory Group, LLC
Fort Washington, PA
CFP®
Ameriprise Financial Services, LLC
Greenfield, MA
CFP®
Ameriprise Financial Services, LLC
Northfield, MA
CFP®, AIF
Cerity Partners, LLC
Houston, TX
CFP®
Concordia Financial Group, Inc.
Oak Ridge, NJ
CFP®
Gordon Asset Management, LLC
Durham, NC
CFP®
United Capital Financial Advisors
Charlotte, NC
CFP®
Robert Gordon & Associates Inc.
Springfield, IL
CFP®
Financial Pointe Wealth Management
Newbury Park, CA
CFP®, CFA, MBA
Gore Capital Management
Williamsburg, VA
CPA, CFP®
Core Advisors, Ltd.
Chapin, SC
CPA, PFS, CFP®
Leading Edge Financial Planning
Knoxville, TN
CFP®
Calamos Wealth Management LLC
Naperville, IL
CFP®
Calamos Wealth Management LLC
Coral Gables, FL
CFP®
Calamos Wealth Management LLC
Coral Gables, FL
CFP®
Meritas Wealth Management, LLC
Larkspur, CA
CFP®
Piatchek & Associates
Springfield, MO
CFP®, ChFC, CLU
Goudeau Wealth Planning Group
Metairie, LA
CFP®
ZRC Wealth Management LLC
Santa Rosa, CA
CFP®, CFS, CEP
Northeast Planning Associates
Bedford, NH
CFP®, MSFS, CLU
Fortress Financial Partners
Raleigh, NC
CFP®
Impact Investment Strategies, Inc
Troy, MI
CFP®, MBA
LPL Financial
Grand Junction, CO
CFP®, AIF®, AEP®
Centinel Financial Group
Attleboro, MA
CFP®
Securities America
Rochester, NY
CFP®, ChFC®
Baldwin Financial Advisors, LLC
Arlington Heights, IL
CFP®, CDFA
Graf Financial L.L.C.
Baton Rouge, LA
CFP®
Parsec Financial Management
Asheville, NC
CFP®
Orange Rock Wealth Management, LLC
Peoria, AZ
CFP®
Wealthspire
Seattle, WA, WA
CFP®, CPA, CKA®
Loran Graham Co.
Spokane, WA
CFP®
WGG Wealth Partners
Roseville, CA
MBA, CFP®
Dalton Investment & Retirement Services, Inc.
Dalton, GA
CFP®, CIMA®, CAIA®
REVUP Private Wealth
Jericho, NY
CFP®
Graney and King
Latham, NY
CFP®
Beacon Financial Planning LLC
Logan, UT
CFP®, ChFC®
Moran Wealth Management
Naples, FL
CFP®
Perryman Financial Advisory, Inc.
Dallas, TX
CFP®
Grattan Financial Strategies
San Gabriel, CA
CFP®
Gray Wealth Strategies
Bend, OR
CFP®
Ameriprise Financial
Exton, PA
CFP®
Capital Management, LLC
Greensboro, NC
CFP®, CKA®, AIF®
SageOak Financial, LLC
Tulsa, OK
CFP®
Future Financial Planners, Inc.
Bayonne, NJ
CFP®, MBA
Cognizant Wealth Advisors
Palo Alto, CA
CFP®
LPL Financial
Cleveland, GA
CPA CFP® AIF® CKA®
Purpose Financial Advisors. LLC
Spokane, WA
CFP®
Lake Tahoe Wealth Management
Folsom, CA
CFP®
Cairn Financial Group
NASHVILLE, TN
CFP®, MBA
Sterling Futures
San Francisco, CA
CFP®, MBA
Sterling Futures
Santa Clara, CA
CFP®, CFA, CPWA
Savvy Wealth
New York, NY
CFP®, AWMA®
GYL Financial Synergies
Parsippany, NJ
MSFS, CFP®
Green Financial Resources, LLC
Duluth, GA
JD, CFP®
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
Wealth Architechs
Cincinnati, OH
CFP® CDFA®
RiverRock Wealth Management
Glen Allen, VA
J.D., CFP®
Austin Trust Company
Austin, TX
CFP®
Jonathan Greeson Financial Planning
Pikeville, NC
CFP®
Seaborn Financial, LLC
Austin, TX
CFP®
Gregory Advisors Incorporated
Huntington Beach, CA
CFA, CFP®
Roche Financial Partners
PRINCETON, NJ
CFP®
Grenier Financial Advisors
Springfield, MA
CFP®
Deneault & Greyard LLC
Charlotte, NC
CFP®, MBA
Gridley Associates, Inc.
San Francisco, CA
CFP®
Wealthspire Advisors, LLC
Fulton, MD
CFP®
Bridgewater Asset Management
Houston, TX
CFP®, MBA
Blue Spark Capital Advisors
Great Barrington, MA
CFP®, MBA
Blue Spark Capital Advisors
New York, NY
CFP®
Cardinal Advisors
Durham, NC
CFP®
First Command Financial Plan.
Universal City, TX
CFP®
Grimes & Company
Westborough, MA
CFP®
Summit Wealth Management, Ameriprise Fin
Greenwood Village, CO
CPA, CFP®
IFL Financial Advisors
Villa Park, CA
CFP®
North Ridge Wealth Planning
Melville, NY
CFP®, BFA®, APMA®
Ameriprise Financial
Madison, WI
CFP®, CLU, AEP
United Capital Wealth Management
Buffalo, NY
CFP®
Grove Street Fiduciary, LLC
Peterborough, NH
CFP®
LifeMap Wealth Management
Springfield, IL
CFP®
Lake Tahoe Wealth Management
Folsom, CA
EA, CFP®
Raub Brock Capital Management
Larkspur, CA
CFP®
Family Wealth Advisory Group, LLC
Cincinnati, OH
CFP® EA
Peacelink Financial Planning LLC
Virginia Beach, VA
CFP®
INDFIN LLC
South Orange, NJ
CFP®
Allworth Financial
Walnut Creek, CA
CFP®, AIF®
Telos Wealth Management, LLC
Wenatchee, WA
CFP®, MBA
The Mather Group
Cincinnati, OH
CFP®
JMG Financial Group, Ltd.
Downers Grove, IL
CFP®, CPA
Gruber Financial, Ltd.
Peoria Heights, IL
CFP®
Parkside Advisors LLC
Berkeley, CA
CFP®
Grunden Financial Advisory, Inc.
Denton, TX
CFP®
The Planned Approach, Inc.
Kansas City, MO
CFP®
Cinco Ranch Financial
Katy, TX
CFP®, CDFA®, CRPC®
Gugle Wealth Advisory LLC
Fort Mill, SC
CPA, CFP®, PFS®
Advanced Capital Advisors
Glastonbury, CT
CPA, CFP®, PFS®
Advanced Capital Advisors
Fairfield, CT
CFP®
Conifer Bay Capital LLC
Kildeer, IL
CFP®, CLU, CASL
American IRA Advisor/Guilliatt & Associates
Fremont, NE
CFP®
Sofia Financial
Chandler, AZ
CFP®
Logic Capital
Houston, TX
CFP®
B&C Financial Advisors
Ponte Vedra Beach, FL
CPA, CFP®, CGMA, CSA
Robert B Gulrajani, CPA
Puyallup, WA
CFP®, ChFC
Guncheon Financial, LLC
Plymouth, MN
CFP®, CFA®
Syverson Strege
West Des Moines, IA
CFP®, CFA
Syverson Strege
West Des Moines, IA
CFP®, ChFC, MBA
Ameriprise Financial Services, LLC
Fairfax, VA
CFP®
Financial Life Advisors
San Antonio, TX
CFA, CFP®, MBA
Exeter Financial
Scottsdale, AZ
CFP®
Pathfinder Wealth Management, Inc.
Rockford, IL
CFP®
Gute Financial Services
Ft. Washington, PA
CFP®
Cornerstone Wealth Advisors, Inc.
Edina, MN
