CFP®
Jaykay Wealth Advisors, Inc
Houston, TX
CFP®, ChFC®, CLU®
Human Investing
Lake Oswego, OR
MSFP,CFP®,CFT-I,CeFT
Kahler Financial Group
Rapid City, SD
CFP®, CRPC
KAI Advisors LLC
Princeton Junction, NJ
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
CFP®
Avantax Planning Partners
Coon Rapids, MN
CFP®
AGES Financial Services, Ltd.
Wilton, CT
CFP®
Ameriprise Financal Advisors
Jacksonville, FL
CFP®, APMA®
Ameriprise Financial Services, LLC
Matawan, NJ
CFP®
Savant Wealth Management
Chicago, IL
CFP®
Twin Robins Capital
Kansas City, MO
CFP®
Financial Asset Management Corporation
New York, NY
CFP®
Financial Asset Management Corporation
Chappaqua, NY
MBA, CFP®
JW Financial Advisors LLC
Santa Rosa, CA
CFP®
Raymond James
Roseville, CA
CFP®
Kane Company Wealth Management, PC
Johnston, IA
CFP®
Broadwing Capital Advisors, Inc
Larkspur, CA
CFP®, CPA/PFS, CDFA®
Kane Company Wealth Management, PC
Johnston, IA
CFP®
Ameriprise Finl Advisors
Honolulu, HI
CFP®, CAP®, BFA®
Crown Wealth Management Inc
Costa Mesa, CA
CFP®
UAK Diversified Wealth Advisors
Rochester, MN
CFP®
UAK Diversified Wealth Advisors
Saint Paul, MN
CFP®
UAK Diversified Wealth Advisors
Minnetonka, MN
CFP®
Kanner Financial Services LLC
North Haven, CT
CFP®, EA
Modera Wealth Management
Atlanta, GA
CFP®, ChFC, RHU
Kaplan Financial Group, LLC
Rockville, MD
CFP®
Wealth Habits
White Plains, NY
CFP®
Wealth Habits
New York, NY
CFP®, CPA
Kaplan Financial
Encino, CA
CFP®, CPA/PFS
Financial Planning Strategies, Inc.
Miami, FL
CFP®, CRPC, RICP
Ameriprise Financial Services, LLC
Stamford, CT
CFP®, ChFC®, CEPA®
Ameriprise Financial Services, LLC
Scottsdale, AZ
CFP®
Ameriprise Financial Services, LLC
Houston, TX
CFP®
Ameriprise Financial Services, LLC
Tulsa, OK
CFP®
SA Stone Wealth Management
Janesville, WI
CFP®
SA Stone Wealth Management
Elkhorn, WI
CFP®
Modern Capital Concepts
Chicago, IL
CFP®
The Karras Company, Inc.
Roy, UT
CFP®, CLU, ChFC
R. Karras, Asset Management & Planning, LLC
Independence, OH
CFP®, ChFC, AAMS
Ameriprise Financial Advisors
Glen Allen, VA
CFP®
Oceanstate Financial
Warwick, RI
CFP®
Bud Kasper, CFP
Lee's Summit, MO
CFP®, CPA, PFS, AEP
Kassouf & Co.,P C
Birmingham, AL
CFP® AIF
KBK Wealth Management
New York, NY
CFP®
Ameriprise Financial Services, LLC
Cedar Falls, IA
CFP®
Ameriprise Financial Services, LLC
Hiawatha, IA
CFP®, ChFC®
Kauffman Advisory Group, Ameriprise Financial
Lancaster, PA
CFP®
American Wealth Advisers
Goodyear, AZ
CFP®
Kaufman Financial Services, Ltd
Buffalo Grove, IL
CFP®
Network Capital Services, Inc.
Commack, NY
CFP®
Ameriprise Financial Services, LLC
Mount Pleasent, SC
CFP®, CLU
The Duncan Financial Group
Irwin, PA
CFP®,ChFC®, EA, CEP
Charles Schwab & Co.
Phoenix, AZ
CFP®,ChFC®, EA, CEP
Charles Schwab & Co.
Glendale, AZ
CFP®, CTFA
Peapack-Gladstone Bank
Bedminster, NJ
MBA CFP® ChFC CLU CK
Financial & Insurance Consulting
Katy, TX
CFP®
Keeler & Nadler Family Wealth
Dublin, OH
CFP®
Peak Financial Solutions
Las Vegas, NV
CFP®, CIMA®
J.P. Morgan Private Bank
Colorado Springs, CO
CFP®, CRPC
Keener Financial Planning, LLC
Keller, TX
CFP®
Keen & Pocock
Fairfax, VA
CFP®, ChFC, CLU
Keen Advisor Group
Alpharetta, GA
CFP®, MBA, , EA, CLU
Keffer Financial Planning
Wheaton, IL
CFP®, MBA, , EA, CLU
Keffer Financial Planning
Oak Park, IL
CFP®, CFA®
Keil Financial Partners
New Berlin, WI
CFP®
Perryman Financial Advisory, Inc.
Dallas, TX
CFP®
Human Investing
Lake Oswego, OR
CFP®, EA
Riverchase Wealth Management, LLC
Flower Mound, TX
CFP®
First Foundation Advisors
Irvine, CA
CPA/PFS, CFP®
Keller Wealth Advisors
Victoria, TX
CFP®
Pathway Financial Services, Inc
Germantown, TN
CFP®
Ameriprise Financial Services, LLC
Ypsilanti, MI
CFP®
Ameriprise Financial Services, LLC
Ann Arbor, MI
MSFP,CFP®,CRPC®,EA
Kellman Barnes Financial Planning
Schenectady, NY
CFP®
The Kelly Group
Bel Air, MD
CFP®
Ifrah Financial Services
Little Rock, AR
CFP®
Grimes & Company, Inc.
Westborough, MA
CPA/PFS, CFP®
Federmann Financial Advisors Inc.
Rocky Point, NY
CFA, CFP®, CIMA®
Ironwood Investment Counsel, LLC
Scottsdale, AZ
CFP®
Kelly Financial Planning
Cincinnati, OH
CFP®
Raymond James Financial Services
Cape Coral, FL
CFP® CRPC® AIF® EA
Aries Financial Navigators
Lititz, PA
CFP®
Kelman-Lazarov, Inc.
Memphis, TN
CFP®, AEP
Premium Administration, LLC
Scottsdale, AZ
CPA/PFS, AIF, CFP®
Kendall Wealth Partners
Pacific Grove, CA
CFP®
Kevin Kennedy, LLC
Alameda, CA
CFP®
Zora Financial
Birmingham, AL
CFP®
Edward Jones
Fort Dodge, IA
CFP®/ChFC/CMFC/CRPC
Retirement Income Solutions, Inc.
Ann Arbor, MI
CFP®
Private Ocean
San Rafael, CA
CFP®, ChFC®
Waller Financial Planning Group, Inc.
Naples, FL
CFP®
Keshemberg Advisory
Minneapolis, MN
CFP®
Seta Keshishian
Los Angeles, CA
CFP®
Ketron Financial, LLC
Novato, CA
CFP®, MBA
Private Ocean
Seattle, WA
CFP®
Javelin Enterprises/Profitable Financial Strategies
Coral Springs, FL
CFP®, CLU, ChFC, AIF
Integrity Financial Group, LLC
Tysons Corner, VA
CFP®, CLU, ChFC, AIF
Integrity Financial Group, LLC
Potomac, MD
CFP®,CDFA™,CeFT™
Wingate Wealth Advisors, Inc.
Lexington, MA
CFP®
Mercer Advisors
Alpharetta, GA
CFP®
Halliday Financial
Clifton Park, NY
CFP®
Review Services, Inc.
Brookfield, WI
CFP®,CPA/PFS,CLU,CAP
Key Private Bank
EAST AMHERST, NY
MBA, CFP®
Gary Lee Kieffner, Jr., CFP
Olive Branch, MS
CFP®
Anchor Financial Group
Brea, CA
MBA, CFP®
The Planning Center, Inc.
Moline, IL
CFP®
Visionary Horizons Wealth Management
Knoxville, TN
CFP® CPWA JD MBA CEL
Bank of America Private Bank
Charlotte, NC
CFP®
Brady Associates Asset Management
Peterborough, NH
CFP®
Waller Financial Planning Group, Inc.
Columbus, OH
CFP®
Brian A. King, CFP
Forest Hills, NY
CFP®
Beacon Financial Advisors
Dallas, TX
CFP®
King Financial Group
Seal Beach, CA
CFP®, MBA
LPL Financial
East Longmeadow, MA
CFP®
Beaird Harris Wealth Management, Inc.
Dallas, TX
CFP®
Paragon Wealth Strategies
Jacksonville, FL
CPA, CFP®, CDFA
Karen Hook King, CPA
Houston, TX
CFP®
Wealthquest Corporation
Cincinnati, OH
CFP®
Grounded Financial Planning
Jackson, TN
CFP®, AIFA®, CIMA®
Artifex Financial Group
Dayton, OH
CFP®, ChFC, CLU
Principal Financial Group
Cedar Rapids, IA
CFP®
LodeStar Advisory Group, LLC
Naples, FL
CFP®RLP®CPWA® CeFT®
Omega Wealth Management, LLC
Arlington, VA
CFP®, MBA
True North Partners
Golden, CO
CFP®, CRPC™, APMA™
Ameriprise Financial Services, LLC
Bel Air, MD
CFP®, CPA
Kirkey & Company Financial Advisors, Inc.
Hilliard, OH
MBA, CFP®
Callahan Capital Management
Centennial, CO
CFP®, MBA
Kirwin Financial
Issaquah, WA
CFP®
Modera Wealth
Southern Pines, NC
MSFP, CFP®, CDFA®
Precedent Financial Strategies
Cincinnati, OH
MSFP, CFP®, CDFA®
Precedent Financial Strategies
Indianapolis, IN
CFP®, RICP,MBA,CASL
Allworth Financial
Indianapolis, IN
CFP®
Blue Trust
Greenville, SC
CFP®
Kleinfield Wealth Group
Fort Myers, FL
CFP®
LPL Financial
Hayward, CA
CFP®, CDFA, MBA, EA
EP Wealth Advisors
Irvine, CA
CFP®, ChFC®
Kaizen Financial Advisors
Kirkland, WA
CFP®
Kleinman Financial Services Inc.
Port Washington, NY
CFP®, AIF®, MBA
Carlson Capital Management, LLC
Bloomington, MN
CFP®
Carson Wealth - The Shobe Financial Group
Baton Rouge, LA
MBA, CFP®
Albany Financial Group
Albany, NY
CFP®
Cambridge Capital Management, LLC
O Fallon, IL
CFP®
Cambridge Capital Management, LLC
St. Louis, MO
CFP®, JD
ClearPlan Financial Inc.
Orchard Park, NY
CFP®
Huntington Private Bank
Naples, FL
CFP®, EA
Jeff Kluve, CFP
Phoenix, AZ
CFP®
Asset Management Strategies, Inc.
Bothell, WA
CFP®, CPA/PFS
Veritas Wealth Management, LLC
Salt Lake City, UT
CFP®
Ascent Wealth Management, PLLC
Kalispell, MT
CPA/PFS, CFP®
Old North State Wealth Management, LLC
Wilmington, NC
CFP®
The Hogan-Knotts Financial Group, Inc.
Red Bank, NJ
CFP®
Financial Elements, Inc.
Rolling Meadows, IL
CFP®
Basepoint Wealth
Cedar Rapids, IA
CFP®
Basepoint Wealth
Dubuque, IA
CFP®
Charles Schwab
Brookfield, WI
CFP®
Steigerwald, Gordon & Koch
Leesburg, VA
CFP®, EA
Kochevar Financial Planning, LLC
Grafton, MA
CFP®, JD, MBA
Kochis Global
San Francisco, CA
CFP®
Modera Wealth Management
Boston, MA
CFP®, CRPC®
Steel Peak Wealth Management
Dallas, TX
CFP®
Eudaimonia Wealth
Buffalo, NY
CFP®, CIMA®
Aspyre Wealth Partners
Overland Park, KS
CFP®
Kohn Wealth Management Advisors, LLC
West Chester, OH
CFP®
Ameriprise Financial Services, LLC
Honolulu, HI
CFP®
Helios Wealth Advisors
Pearland, TX
CFP®
Independent
Costa Mesa, CA
JD, CPA, CFP®
Inspirion Wealth Advisors
Libertyville, IL
CFP®
Koler Financial Group
Parma Heights, OH
CFP®
Kolinsky Wealth Management, LLC.
Ramsey, NJ
CFP®, EA
B. Riley Wealth
Boston, MA
CFP®
Apriem Advisors
Irvine, CA
CFP®
Review Services Inc.
Brookfield, WI
CFP®
Creative Financial Planning
Wayland, MA
CFP®
Trustmont Group
Baden, PA
CFP®
Kopka Financial, LLC.
Wilmington, NC
CFP®
Aureus Asset Management
Boston, MA
CFP®
Lighthouse Financial Planning, LLC
Potomac, MD
CFP®
Lighthouse Financial Planning, LLC
Potomac, MD
CFP®
Capitol Securities Management
Reston, VA
CFP®, ChFC, CLU, RIC
Korol Financial Group LLC
Wichita, KS
MBA,CFP®,CLTC®,APMA®
Ameriprise Financial
West Des Moines, IA
CFP®
Korving and Company, LLC
Suffolk, VA
CFP®
Korving & Company, LLC
Suffolk, VA
CFP®, CPA/PFS, MS
Osaic Wealth, Inc.
Orland Park, IL
CFP®
Holton & Kosanke Wealth Management, LLC
Tucson, AZ
CFP®
Zhang Financial
Portage, MI
CFP®,CRPC®,CLU,ChFC
Stonebridge Capital Management
Paramus, NJ
CFA, CFP®
Daniel Kostaroff
Rochester, MI
CFP®, AAMS®
Kotys Wealth Professionals
Valparaiso, IN
CFP®
Buffington Mohr McNeal
Boise, ID
CFP®
Pioneer Wealth Management
Albany, NY
CFP®
David M. Kover & Associates, LLC
Naples, FL
CFP®
Kowal Investment Group, LLC
Waukesha, WI
CFP®
Selkirk Wealth Advisors, LLC
Spokane, WA
CFP®
KPL Financial Group
Eastchester, NY
CFP®
BrightPath Wealth Planning, LLC
Camarillo, CA
CFP®, CPA, AIFA
Waterford Advisors LLC
Orchard Park, NY
CPA/PFS, CFP®
Kral Financial Advisors
Plymouth, MI
CFP®, AEP®
Legacy Wealth Management Group, LLC
Moorestown, NJ
CFP®, CRPC®, MBA
Retirement Wealth & Tax Advisors
Pleasant Hill, CA
CFP®, CPA
Kramer Fiduciary Services
Pittsburgh, PA
CFP®,CSRIC, CEPA,CAP
LPL Financial
Santa Monica, CA
CFP®
Janney Montgomery Scott LLC.
New Haven, CT
CFP®, CFA, FSA
Pebble Valley Wealth Management
Western Springs, IL
CFP®
Kreitler Financial
New Haven, CT
CFP®
Kreitler Financial LLC
New Haven, CT
CFP®, CFS, CSA, AIF
Krempa Associates, Inc
Fountainville, PA
CFP®
Global Wealth Advisors LLC
Troy, MI
CFP®
Creative Wealth Management, LLC
Islandia, NY
CFP®
Marquis Wealth Management Group
Fort Myers, FL
MBA, CFP®
Congress Wealth Management, LLC
Columbia, MD
CFP®
Krietzberg Financial Group
Lincroft, NJ
CFP®
Hargrave Fiduciary Advisors
San Francisco, CA
CFP®, EA, ATA, LPA
Krim Landau, LLC
Tinton Falls, NJ
CFP®
AKRISH Financial Advisory
Cupertino, CA
CFP®
Encover Personal Finance
FREMONT, CA
CFP®
Krishna Wealth Planning
McKinney, TX
CFP®
Kroeger Financial
Grass Valley, CA
CFP®
BMO Family Office
Northbrook, IL
CFP®, MBA
True Wealth Design
Akron, OH
CFP®, CRPC®, APMA®
Ameriprise Financial
Fitchburg, WI
CFP® RICP® CRPC®
ICG next
Wall Township, NJ
CFP®, CPA/PFS
Tandem Views Investment Services, LLC
Lake Oswego, OR
CFP®
Beacon Bridge Wealth Partners
Ambler, PA
CFP®,
FORM Wealth, LLC
Lake Geneva, WI
CFP®
Independent Financial Advisors
Pound Ridge, NY
CFP®
Kuleck Financial Planning
Emporium, PA
CFP®, CFA, JD
Cypress Point Wealth Management
Austin, TX
CFP®
Mariner Wealth Advisors LLC Highlands Ranch CO
Highlands Ranch, CO
CFP®, CPA, CFA®
Opus Financial Solutions, LLC
Downers Grove, IL
CFP®
Towneley Capital Management, Inc.
Laguna Hills, CA
CFP®, MBA
Farther Finance
Newark, CA
CFP®, CFA, CAIA®
Cadent Capital, LLC
Irving, TX
CFP®
Morgan Stanley
Charlotte, NC
CFP®
Raymond James
Durango, CO
CFP®
Kusske Financial
Burnsville, MN
CFP®
Cetera Investment Services
Tampa, FL
CFP®
Pensionmark
Wilmington, NC
CFP®
Directions Wealth Management
Valparaiso, IN
CFP®, CFA
J.K. Financial, Inc.
Dallas, TX
CFP®
Wilmington Trust
New York, NY
CFP®
TFC Financial Management, Inc.
Boston, MA
