CFP®, AIF®
RTD Financial Advisors Inc
Philadelphia, PA
CFP®
FMA Advisory, Inc
Harrisburg, PA
CFA, CFP®, AEP®
PJS Investment Management
Cedarburg, WI
CFP®, CIMA®, CRPC™
Waverly Advisors, LLC
Colorado Springs, CO
CFP®
White Lighthouse Investment Management
LAUSANNE, Switzerland
Ph.D., CFA, CFP®
Lach Financial, LLC
Louisville, KY
CFP® MBA
Waddell & Reed
Southlake, TX
CFP®
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
Laffie Financial Group
SYOSSET, NY
CFP®
Purdue University
West Lafayette, IN
CFP®, CLU, CLTC
Laino and Associates Financial Group
Sarasota, FL
CFP®, CFA
Riverside Wealth Partners
Jacksonville, FL
CFP®, CRPC®, APMA®
Beyond Wealth Advisors-Ameriprise
Miamisburg, OH
CFP®
Forum Financial Management, LP
Thousand Oaks, CA
CFP®
Ameriprise Financial Services
Irvine, CA
CFP®
Mission Wealth
Greensboro, NC
CFP®
Ameriprise Financial Advisors
Florham Park, NJ
CFP®
UBS Financial Services
Houston, TX
CFP®
Wescott Financial Advisory Group, LLC
Philadelphia, PA
CFP®
Main Line Financial Advisors, LLC
Pottstown, PA
CFP®
Ameriprise Financial Services, LLC
Fort Lauderdale, FL
CFP®
Mercer Advisors
Denver, CO
CFP®
Nations Financial Group
Seaside, OR
CFP®, AAMS®, CRPC®
Encompass Wealth Advisors
Edina, MN
CFP®
Donaldson Capital Management
Atlanta, GA
CFP®
First Command Financial Services
Alexandria, VA
CFP®
MGL Financial LLC
Huntersville, NC
MBA, RFP, CFP®
Strategic Financial Group
Cranston, RI
CFP®
Clintsman Financial Planning
Southlake, TX
CFP®
First Financial Advisors, Inc.
Muskegon, MI
CFP®, RICP®
Ameriprise Financial Services, LLC
Alexandria, VA
CFP®, ADPA®
Thoughtful Financial Planning
Minneapolis, MN
CFP®, CDFA®, AIF®
Risk Management Group LLC d/b/a RMG Advisors
Rockville, MD
CFP®
Navigate Financial
Lacey, WA
CFP®
Twenty-First Century Financial Advisors Inc
Stuart, FL
CFP®, CFA, CAIA
Aspiriant, LLC
San Jose, CA
CFP®, CFA, CAIA
Aspiriant, LLC
Mountain View, CA
CFP®
Mercer Advisors
Dallas, TX
CPA, CFP®
Larocca Financial Services, Inc.
Homewood, IL
CFP®
Larrow Insurance & Financial Strategies, LLC
Danielson, CT
CFP®
STEP Financial
Seal Beach, CA
CFP®
JP Financial Center
Venice, FL
CFP®, AIF®
Navion Financial Advisors, LLC
Sacramento, CA
CFP®
Larson Financial Planning, Inc.
Winchester, MA
CFP®, CRPC®
Ameriprise Financial
Valhalla, NY
CFP®
Allworth Financial
Campbell, CA
CFP®, AIF®
VLP Financial Advisors
Vienna, VA
MBA, CFP®
Lassus Consulting LLC
Jacksonville Beach, FL
CFP®
Frederick Financial Grp
Frederick, MD
CFP®
Family Wealth Management Group
Dahlonega, GA
CFP®
Latto and Associates, Inc.
Charleston, SC
CFP®
Ameriprise Financial Services, LLC
Glendora, CA
CFP®
Lauber Financial Planning
West Seneca, NY
CFP®, MBA
Laughna Financial Planning, LLC
Satellite Beach, FL
CFP®
Financial Independence
Warwick, RI
CFP®
NCM Capital Management, LLC
Ramsey, NJ
CFP®
Sullivan and Assoc. Wealth Management
Huntersville, NC
CFP®, CLU®
Telos Financial
Plymouth, MI
CFP®, MBA, CLTC
Cetera Advisor Networks
Dallas, TX
CFP®, ChFC®, AIF®,
Mariner Wealth Advisors
Greenville, SC
CFP®
Reverie Wealth
Rochester, NH
MBA, RICP®, CFP®
Navigate Financial
SUWANEE, GA
CFP®
Schultz Collins
Orinda, CA
CFP®
Financial Solutions Inc
La Grange, KY
CFP®, RICP®, AEP®
Life Strategy Partners
Tucson, AZ
CFP®
Laxson Financial Group
Opelika, AL
CFP®
Mersereau, Lazenby & Rockas LLC
Suwanee, GA
CFP®
Burt Wealth Advisors
Rockville, MD
CFP®
Leal Financial Planning
CAMPBELL, CA
CFP®, RFC, CSA
Financial Planning Strategies
Colorado Springs, CO
CFP®
Summit Wealth Partners LLC
Fort Myers, FL
CFP®
Midwest Wealth Solutions LLC
Brookfield, WI
CFP®
Snowball Wealth Management
Boulder, CO
CFP®
Layline Advisors
Rochester, NY
CFP®, RICP®
Savant Wealth Management
Birmingham, AL
CFP®
Linscomb Wealth
Atlanta, GA
CFP®
Mariner Wealth Advisors
Portland, OR
CFP®, MBA
Strategic Financial Planning, Inc.
Plano, TX
CFP®, EA
Glassman Wealth Services
Vienna, VA
CFP®
Ameriprise Financial
Fairfax, VA
CFP®
Oak Springs Wealth Management, LLC
Knoxville, TN
CFP®
Edward Jones
Round Rock, TX
CFP®, CRPC®, AIF®
Lee Investment Management
Saratoga Springs, NY
CFP®
Vantage Wealth Management
San Mateo, CA
CFP®, CLU, ChFC, MSF
Karen Lee and Associates, LLC
Atlanta, GA
CFP®
Turnkey Financial Services LLC
Houston, TX
CFP® , CAP®
Felton & Peel Wealth Management
Atlanta, GA
CFP®
Financially in Tune
Stoneham, MA
CFP®
TrustCore Financial, Inc.
Brentwood, TN
CFP®
Docsa Capital Management, Inc.
Portage, MI
CFP®
RWA Wealth Partners
Irvine, CA
JD, CFP®
Wagener-Lee, LLC
Columbia, MD
CFP®
Monte Financial Group LLC
Guilford, CT
CFP®, CFTA
Spectrum Management Group
Indianapolis, IN
CFP®
Elfam Investments Company LLC
Houston, TX
CFP®
Everence Financial Advisors
Woodland Park, CO
CFP® AIF®
United Planners Financial Services of America
Scottsdale, AZ
EA, CFP®
Mary Elizabeth W. Lehane
Venice, FL
CFP®, CPA/PFS
Geller & Lehmann, LLC
Baltimore, MD
CFP®, CHFC, CLU
Baldwin Financial Advisors, LLC
Arlington Hts, IL
CFP®
Financial Advisory Network
Scarsdale, NY
PhD, CFP®, EA, CDFA
Peace of Mind Financial Planning, Inc.
Colorado Springs, CO
CLU, ChFC, CASL, CFP
Lenius Ins & Financial Services, Inc.
Sturgeon Bay, WI
CFP®, AMPA, CRPC
Huddleston & Associates
Greenville, SC
CFP®
Navigoe LLC
Redondo Beach, CA
CFP®, CFS, AIF
Leonetti & Associates, LLC
Buffalo Grove, IL
CFP®, ChFC, RICP
Wisdom Pointe Wealth Advisors
Roseville, CA
CFP®,CLU,ChFC,CIMA
Verita Wealth Advisory Group - A private wealth advisory practice of Ameriprise
Naples, FL
CFP®
JW Lerew & Co., Inc.
Aurora, CO
CFP®,CRPC
Merrill Lynch
New York, NY
CFP®
Lesko Securities, Inc.
Binghamton, NY
CFP®
Leonetti & Associates, LLC
Buffalo Grove, IL
CFP®, CKA®
Renasant Bank
Starkville, MS
CFP®, MBA
Leslie Global Wealth, LLC
Itasca, IL
CFP®
Aspen Leaf Wealth Management, PBC
Golden, CO
CFP®
Partners in Planning Financial Services
Norman, OK
CFP®
Grimes & Company, Inc.
Westborough, MA
CFP® RICP®
LeValley Wealth Management
Lincoln, NE
CFP®, MBA
Levenson Wealth LLC
Newtonville, MA
CFP®RFC®CRC®CPFA®AIF
Diversified Financial Consultants, LLC
Whippany, NJ
CFP®
Lincoln Investment- New England
Waltham, MA
CFP®
Firefly Wealth Management
Cleveland, OH
CFP®
Worthington Financial Partners
Timonium, MD
CFP®
Ameriprise Financial Advisors
Glen Allen, VA
CFP®
Nest Egg Advisors, Inc.
Hauppauge, NY
CFP®
Cambridge Investment Research
Maupin, OR
CFP®
Lewis Wealth Management
Englewood, CO
CFP®
Lewis Financial Management LLC
Raleigh, NC
CFP®, EA
Lewis Financial LLC
SUNSET BEACH, NC
CFP®
Lewis Financial Management, LLC
Raleigh, NC
CFP®, CPWA®, ChFC
Endeavor Advisors
Spring, TX
CFP®
Pangaea Capital Strategies, LLC
Arlington, MA
CFP®
Hazlett, Burt & Watson Inc.
Lancaster, PA
CFP®,CLU,ChFC,CASL,C
Blue Ocean Wealth Solutions
East Hills, NY
CFP®
Thomas Licciardello
North andover, MA
CFP®
Advance Capital Management Inc
Southfield, MI
CLU,ChFC,CFP®,MSFS
Epic Trust Financial Group
Richland, WA
CFP®
Marathon Wealth Management, Inc.
Melville, NY
MBA, CFP®
Summit Financial Resources, Inc.
Livingston, NJ
CFP®
Financial Prescriptions
Atlantic Beach, FL
CFP®
Light Financial Services, Inc.
Fargo, ND
CFP®
EA Financial LLC
Ridgewood, NJ
CFP®, CPWA®
Lilani Wealth Management
Roseville, CA
CFP®, CPWA®
Lilani Wealth Management
Belmont,
CFP®
MRA Advisory Group
Parsippany, NJ
CFP®, CRPC, ChFC
Family Wealth Management Group LLC
Sewickley, PA
CFP®
Lauterbach Financial Advisors LLC
El Paso, TX
CFP®, ChFC, CLU
Financial Management Strategies, Inc.
Broadview Hts., OH
CFP®, LUTCF
Pillar Financial Group
Lacey, WA
CFP®
Aspyre Wealth Partners
Overland Park, KS
CFP®, CRPC
Peterson Wealth Advisors
Orem, UT
CFP®
The H Group, Inc.
Albuquerque, NM
CFP®
Lineweaver Financial Group
Valley View, OH
CFP®,ChFC,CASL,RICP
CURO Financial Planning
La Jolla, CA
CFP®, CPWA®
Morgan Stanley
San Francisco, CA
CFP®, CFA
Link Financial Corporation
Dallas, TX
CFP®
Link Asset Management
Soldotna, AK
CFP®
Brewster Financial Planning
Brooklyn, NY
CFP®,CPWA®,AIF®,NSSA
Prominence Capital
Eagle, ID
CFP®
Lifelong Wealth Advisors
Saint Paul, MN
CLU,ChFC,CFP®
Elite Financial Solutions
New York, NY
CFP®
Reed Financial Services
Cleveland, OH
CFP®, CCFC
Motif Planning
Dallas, TX
CFP®
Moneta Group
St. Louis, MO
CFP®, CRPC, AWMA
The Capital Group At Lincoln Financial Advisors
Madison, WI
CFP®, CDFA™
Blue Line Capital Advisors
Palm Beach Gardens, FL
CFP®
Eclectic Associates
Fullerton, CA
CFP®
Kemp Harvest Financial Group
Harleysville, PA
CFP®
Fusco Financial Services
Wilton Manors, FL
CFP®
Bishop Ortiz & LoCascio Assoc
Winter Haven, FL
CFP®
Prospect Hill Advisors
New Milford, CT
CFP®
Ascend Financial LLC
Scituate, MA
CPA, CFP®
Hamilton Capital Management, Inc.
Columbus, OH
CFP®
LifeGoals Strategies Group
Lee's Summit, MO
CFP®, CPA/PFS
HBKS Wealth Advisors
Stuart, FL
CFP®, CKA®, AIF®
GER Loftin Wealth Advisors, LLC
Duluth, GA
CFP®
Michael Roberts Associates
East Syracuse, NY
CFP®
Jones Financial Group
Mechanicsburg, PA
CFP®
Skyline Advisors
Bellingham, WA
CFP®, CLU, ChFC
Logan Financial Group, LLC
Columbus, OH
CFP®
Aspiriant, LLC
Mountain View, CA
CFP®
WNY Asset Management, LLC
Buffalo, NY
CFP®
Wildflower Financial LLC
Santa Cruz, CA
CFP®
Long Financial Services, Inc.
Annapolis, MD
CFP®, CFA
Intentional Wealth Strategies
Colorado Springs, CO
CFP®, CPA, PFS, CRPC
Paramount Wealth Advisors / Lincoln Financial Advisors Corp.
Oakbrook Terrace, IL
CFP®, CAP®, CDFA
Flourish Wealth Management
Edina, MN
CFP®
The Longo Group
Slidell, LA
CFP®
The Planning Center, Inc
Fresno, CA
CFP®
United Capital Financial Advisors
Little Rock, AR
CFP®, ChFC, CLU, MBA
Ameriprise Financial Services, LLC
Wellesley, MA
CFP®
c/o Focus Financial Network, Inc
Minneapolis, MN
CFP®
Cetera Advisor Networks, LLC
Dallas, TX
MBA, CFP®
Medicus Wealth Planning
Salt Lake City, UT
CFP®, EA
Oakhurst Financial
Los Altos, CA
CFP®
LPL Financial Corporation
Edinburg, TX
CFP®
Concord Wealth Partners
Abingdon, VA
CFP®, MBA, FHFMA
Boldin Advisors
Duluth, MN
CFP®, CExP
Personal Wealth Advisory, LLC
Lancaster, PA
CFP®
Lock Wealth Management
Atlanta, GA
CFP®
Arcadian Associates, LLC
Berkeley, CA
CFP®, CPA, PFS, CGMA
Arcadia Investment Management Corporation
Kalamazoo, MI
CFP®ChFC,CLU,AEF,AIF
Lovell Wealth Management
Emerald Hills, CA
CFP®ChFC,CLU,AEF,AIF
Lovell Wealth Management
San Francisco, CA
CFP®
Lovercheck Financial Services
Lincoln, NE
CFP®
RTD Financial Advisors Inc
Philadelphia, PA
CFP®, CPCC
Second Summit Wealth Management, LLC
San Francisco, CA
MBA, CFP®, ChFC
Lowenberg Wealth Management
West Conshohocken, PA
CFP®
Wealthspire Advisors
Reno, NV
J.D.,M.B.A.,CFP®
Loyd Financial Management, Inc.
Centennial, CO
CFP®, MBA, EA
The Wealth Planner™
Fort Worth, TX
CFP®
Comprehensive Financial
East Islip, NY
CFP®
Equitable Advisors
Melville, NY
CFP®
Meira (Formerly The Lubitz Financial Group)
Coral Gables, FL
CFP®
Financial Matters
Oconomowoc, WI
CFP®
Integrated Investment Strategies, Inc.
Carmel, IN
CFP®, CMA
Financially Speaking, Inc.
Green Wood Village, CO
CFP®
Andrews, Lucia Wealth Management LLC
Danville, CA
CFP®, AIF®
Carson Wealth - The Shobe Financial Group
Baton Rouge, LA
CFP®
Luczkowski Agency Nationwide Financial
Chesterland, OH
CFP®
Lee Financial Corporation
Dallas, TX
CPA/PFS, CFP®
Adviser Investments
Newton, MA
CFP®
Heritage First, Inc.
Kansas City, MO
CFP® RLP® CeFT® GFP®
Luesink Stenstrom Financial
New York, NY
CFP®, CRPC™
Smart Wealth Strategies Inc
Chicago, IL
CFP®
Foundry Financial
Los Angeles, CA
CFP®
Moonshot Financial Group
Waxahachie, TX
CFP®
Mesirow Financial
Homewood, IL
CFP®
Milestone Financial Planning, LLC
Westford, MA
CFP®
Gilbert & Cook, Inc.
WDM, IA
CFP®
Freedom Peak Financial, Inc
Overland Park, KS
CFP®
myFinancialPro
Shelton, CT
CPA, CLU, CFP®, AEP
Northwestern Mutual
Spokane VLY, WA
CFP®
Bamboo Wealth Strategies
San Diego, CA
CFP®, CRPC®
Ameriprise Financial Services, LLC
Brookfield, WI
CFA, CFP®
Lexington Avenue Capital Management
New City, NY
CFA, CFP®, CRC®
Pioneer Wealth Planning Group
Glenview, IL
CFA, CFP®, AIF®
Summit Financial Partners
Glen Allen, VA
CFP®, CPA, PFS
V.I.P. Mortgage Inc.
Phoenix, AZ
CFP®
Johnson Lyman Wealth Advisors
Los Altos, CA
CFP®
Fort Pitt Capital Group
Pittsburgh, PA
CFP®
The Financial Advisory Group
York, PA
CFP®, CFA, CPA
Lynch Financial Group
Dublin, OH
CFP® ABFP AAMS CDFA
The Tiny House Adviser LLC
Abiquiu, NM
CFP®
Barnum Financial Group
Fort Myers, FL
CFP®
Michael P. Lynch Wealth Management LLC
Stockton, CA
CFP®
LPL Financial - Woodlands Wealth Builders
The Woodlands, TX
CFP®
Tricord Advisors Inc.
Riverside, CA
CFP®
Breakforth Investment Management, Inc.
Wexford, PA
CFP® CAP® CEPA®
Wiser Advisor Group
Phoenix, AZ
