CFP®
AdvisersTrust Wealth Mgmt
Newtown, CT
CPA/PFS, CFP®, CKA®
Pomeroy Financial Planning, LLC
Cincinnati,
CPA/PFS, CFP®, CKA®
Pomeroy Financial Planning, LLC
Cincinnati, OH
CPA/PFS, CFP®
Padden Financial Planning LLC
Chicago, IL
CFP®
Modera Wealth Management
Boston, MA
CFP®
Cornerstone Private Wealth Planning
Alexandria, VA
CFP®, CRPC®
Ameriprise Financial Services, LLC
Glen Allen, VA
CFP®, CFA
Caprin Asset Management, LLC
Richmond, VA
CFP®
Lucas Group Financial Planners
Sacramento, CA
CFP®
Strata Wealth Advisors, LLC
Dallas, TX
ChFC, CFP®,CLU, AIF®
Cobblestone Wealth Advisors
Brooklyn, NY
CFP®
Master Plan Advisory, Inc.
New York, NY
CFP®
Master Plan Advisory, Inc.
East Norwich, NY
CFP®, CPA
Paller Financial Services
Centennial, CO
CFP®, CPA
GPS Financial Group, LLC
Avon, OH
CFP®
Resonant Financial Planning
Cottonwood Heights, UT
CFP®, ChFC, CLU
Mercer Advisors
Santa Barbara, CA
CFP®
Goodman Financial Corporation
Houston, TX
CFP®
Pillar Financial Advisors
Oak Brook, IL
MBA, CFP®
Monterey Bay Asset Management, LLC
Monterey, CA
CFP®,CLU®,AIF®,RICP®
HPK Provident Advisors
Bridgeville, PA
CFP®
Carlo Panaccione
Redwood City, CA
CFP®
Cetera Advisor Networks
Albuquerque, NM
CFP®, CFA®, EA
Sarsi, LLC
West New York, NJ
CFP®
Gibson Financial Solutions, Inc.
Ellsworth, ME
CFP®, RICP®, EA
Tenon Financial
Metuchen, NJ
CFP®
MEDIQUS Asset Advisors, Inc.
Chicago, IL
CFP®, CIMA®, CLU®,
Raymond James
Daniel Island, SC
CFP®
PF Wealth Management Group, LLC
Oakland, CA
MBA, CFP®, CPWA®
Azzendo Wealth Advisors
Coral Gables, FL
CFP®, ChFC®, CLU®
Imperio Wealth Advisors
Miami, FL
CFA, CFP®, CIC
Badgley Phelps Investment Managers
Seattle, WA
CFP®, RICP®
MMBB Financial Services
New York, NY
CFP®
Cahill Financial Advisors
Edina, MN
CFP®
Sage Rutty & Company
Rochester, NY
CLU, ChFC, CFP®
LPL Financial
Sikeston, MO
CFP®, CDFA, CEP
Discovery Financial Wealth Managers
Irvine, CA
CFP®, CDFA, CEP
Discovery Financial Wealth Managers
Dove Canyon, CA
CFP®
Martin Financial Group
Dallas, TX
CFP®, CRPC®
Houston Wealth Management
Houston, TX
CFP®, AIF
LPL Financial
Ridgewood, NJ
CFP®, CRPS
Apella Wealth
Knoxville, TN
CFP®, CPCU
King Tide Advisors
Bethesda, MD
CFP®, AIF
Financial Visions Group
Cicero, NY
CFP®
The Retirement Planning Group
Colorado Springs, CO
CFP®, CSA
Liberty Wealth Advisors
Stamford, CT
CFP®
Paschall & Associates
Gastonia, NC
CFP®
Edward Jones
Pittsford, NY
CFP®
Arkagos Advisors + Asset Management
Alexandria, VA
CFP®, CMFC
Ameriprise Financial Services, LLC
Pasadena, CA
CFP®
Horizon Coast Financial Services, LLC.
Monroe Township, NJ
CFP®
Patel Wealth Strategies Inc.
Chandler, AZ
CFP®
United Planners
Dallas, TX
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
CFP®
Patterson Advisors
Waterford, MI
CFP®, CPA, PFS
Professional Fiduciary Advisers, LLC
Glenwood, MN
CFP®, CPA, PFS
Professional Fiduciary Advisers, LLC
Glenwood, MN
CFP®
Avidian Wealth Solutions
Houston, TX
CFP®
Sterling Investment Management
Tucson, AZ
CFP®
Simaris Financial
Austin, TX
CFP®
Truxton Trust Company
Nashville, TN
CFA, CFP®, CAIA
Buckhorn Investment Advisors LLC
Charlotte, NC
CFP®
Sequoia Financial Group, LLC
Beachwood, OH
CFP®
Joel Isaacson & Co., Inc
New York, NY
CFP®, CLU®, WMCP®
Payne Financial Strategies
Osage City, KS
CFP®, CeFT®, CDFA®
Pearson Financial Planning
Wexford, PA
CFP®, RICP®
Northwestern Mutual
Grand Rapids, MI
CFP®, CLU®, CMFA®
Ameriprise
Plymouth Meeting, PA
CFP® AIF
Capstone Pacific Investment Strategies, Inc.
Hebron, NE
CFP®
The Welch Group
Birmingham, AL
CFP®
Luther Forest Wealth Advisors, LLC
Malta, NY
CFP®
Waypoint Wealth Partners
San Francisco, CA
CFP®, AAMS
John Lee Pence CFP(R)
Woodstock, GA
CFP®
Social Security Strategies
Maryville, TN
CFP®, CLU, LUTCF
Modern Woodmen of America
Gilford, NH
CFP®
Phillips Financial Services
Fort Wayne, IN
CFP®, CEPA®
Independent Financial Services
Land O' Lakes, FL
CFP®
EP Wealth Advisors
Torrance, CA
CFP®
Perkins Wealth Advantage
Fishers, IN
CFP®,CLU®,ChFC®
Financial Management, Inc.
Yakima, WA
CFP®
LPL Financial
Seal Beach, CA
CFP®, CLTC®
One Providence Capital, LLC
APEX, NC
CFP®
Perryman Financial Advisory, Inc.
Dallas, TX
CPA, CFP®
Perryman Financial Advisory
Dallas, TX
CFP®
Perry Financial Group
Indianapolis, IN
CFP®,CDFA®,RICP®
Transition Planning & Guidance, LLC
Atlanta, GA
CFP®
Ameriprise Financial Services, LLC
Pennington, NJ
CFP®, ChFC®
Conrad Siegel Investment Advisors
Lancaster, PA
CFP®, EA
Cetera Advisors Network
Price, UT
PhD, CFP®, ChFC®
The American College of Financial Services
Fort Worth, TX
CFP®, CLU®, MBA
Backbone Planning Partners
Mesa, AZ
CFP®, CPWA®, MBA
Endurance Financial Group
White Bear Lake, MN
CFP®, CFA
UBS Private Wealth Management
Dallas, TX
CFP®
Peterson Wealth Advisors
Springfield, MO
CFP®
Ameriprise Financial Services, LLC
Jacksonville, FL
CFP®
Mission Street Wealth Planning
South Pasadena, CA
CFP®
Faithful Steward Wealth Advisors, LLC
Chambersburg, PA
CFP®
The Colony Group
Bethesda, MD
CFP®
Lavish Financial Planning
Morristown, NJ
CFP® CLU ChFC RICP
Ameriprise Financial Services, LLC
Braintree, MA
CFP®
CohnReznick LLP
Boca Raton, FL
CFP®
Petrone Associates, Inc./Guardian/Park Avenue Securities
Princeton, NJ
CFP®
Kendall Capital Management
Rockville, MD
CFP®
Petrovic Financial Services
Prairie Village, KS
CFP®, CDFA™
Being in Abundance
Phoenix, AZ
CFP®
Blackhorn Partners
Madison, WI
J.D., CPA, CFP®
Orson & Brusini Ltd.
West Warwick, RI
Ph.D., CFP®, CRPC®
Mayfair Financial
St. Louis, MO
CFP®, ChFC®, RICP®
Eagle Strategies, LLC.
Orleans, MA
CFP®
Phelps Financial Advisors
State College, PA
CFP®, ChFC®, APMA®
Advanced Wealth Management
Grand Rapids, MI
CFP®, CFA®
FutureNest
Laguna Niguel, CA
CFA® CFP®
PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist
Lodi, CA
CFP®
Resource Consulting Group
Orlando, FL
MBA, CFP®, AIF®
Clearview Wealth Management
Irvine, CA
CFP®
Allen Financial Group
Camden, ME
CFP®
Criterion Captial Advisors
Nashville, TN
CFP®
WNY Asset Management, LLC
Buffalo, NY
CFP®, CPA, PFS
Brendon Pierson, Inc.
Wall, NJ
MBA, CFP®
Investus Financial Planning
Newport Beach, CA
CFP®, ChFC, CLTC,CLU
The Pietrangelo Agency
Ada, MI
CFP®
Pignataro Financial Group
Depew, NY
CFP®
Kassouf & Co, P.C.
Birmingham, AL
CFP®
Kassouf & Co.
Birmingham, AL
CFP®
Marshall Financial Group
Doylestown, PA
CFP®
The H Group, Inc.
Boise, ID
CFP®, RFC
Pinkerton Retirement Specialist, LLC
Coeur d'Alene, ID
CFP®, AIFA
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID
CFP®
Raymond James Financial
Altamonte Springs, FL
CFP®, ChFC®
Main Street Wealth Group
Woodland, CA
CFP®, CLU, ChFC,
Boston Wealth Strategies, Needham, MA
Needham, MA
CFP®, APMA®, CRPC®
Leeward Financial Group
Fort Lauderdale, FL
CFP®
The VHP Group, Merrill Lynch
Mystic, CT
CFP®
Watchung Wealth Management/ WFA
Westfield, NJ
CFP®
Retirement Security Group
Florence, KY
CFP®
Stephen C Pitts Inc.
Henrico, VA
CFP®, ChFC, CLU
Ameriprise Financial Services, LLC
Chanhassen, MN
CFP®
Pitzl Financial
Arden Hills, MN
MBA,CFP®,CRPC®,AAMS®
Ameriprise Financial Services, LLC
Edina, MN
JD, LLM, CFA, CFP®
Platt Wealth Management
San Diego, CA
CFP®
Freedom Financial Partners
Oakdale, MN
CFP®
Pamela Plick Wealth Management
Palm Desert, CA
CFP®, AAMS™
Unburdened Financial Planning LLC
Wasilla, AK
CFP®
Clayton Wealth Partners
Lawrence, KS
CFP®
Clayton Wealth Partners
Topeka, KS
CFP®
The Pollak Group, A financial advisory practice of Ameriprise Financial, Inc.
Vienna, VA
CFP®
Lumitas Wealth Strategies
Woodbury, MN
CFP®
Behl Wealth Management
Delafield, WI
CFP®, CPA
Paul Pombo CPA, PC
West Bay Shore, NY
CFP®
Ponder Financial Group
Half Moon Bay, CA
CPA/PFS, CFP®
Pon & Associates
Redwood City, CA
MBA, CFP®, RFC®
HFH Planning Inc.
New York, NY
CFP®, CFA, CTFA, MBA
B. Riley Wealth Management
Rye, NH
CFP®, MBA
Nilsine Partners
Cottonwood Heights, UT
CFP®
Washington Avenue Advisors
Lansing, MI
CFP®, RICP®
Majestic Oak Financial
Round Rock, TX
CFP®
Lighthouse Financial Management, LLC
Westerly, RI
CFP®
Morgan Stanley
Wellesley, MA
CFP®
Robert W. Baird & Co. Incorporated
Midland, MI
CFP®
MAP Wealth Management
Chicago, IL
CFP®, EA
Michael J. Porro & Co. Inc.
Old Tappan, NJ
CFP®
Financial Reserve, Inc.
Portland, OR
CFP®, CFS, CMFC
The Legend Group
Stony Brook, NY
CFP®, ChFC®
Potash Financial
Greenwich, CT
CFP®
BMO Investment Services
St. Louis, MO
CFP®
Legacy Financial Services Group
Langhorne, PA
CFP®
Heirloom Wealth Management
Westminster, CO
CFP®, ChFC®, CASL®
Ameriprise Financial Services, LLC
Bedford, NH
CFP®, MBA
rebel Financial
Groveport, OH
CFP®
Perissos PWM dba Falcon Financial of Oklahoma, LLC
Edmond, OK
CFP®
Jacqueline L. Powell & Associates, Inc.
Carlisle, PA
CFP®
Ferguson-Johnson Wealth Management
Rockville, MD
CFP®
Gateway Advisory, LLC
Westfield, NJ
CFP®
Mercer Advisors
Santa Barbara, CA
CFP®
Trilogy Wealth Advisors
Bryan, OH
CPA, CFP®
Manuka Financial, LLC
Richmond, VA
CFP®,CPA/PFS
Upstart Wealth Management
New York, NY
CFP®, CPWA® CDFA™
Morgan Stanley
Pittsford, NY
CFP®, EA, ChFC, CLU
Eagle Tax Planning & Advisory Group
Ozone Park, NY
CFP®, EA, ChFC, CLU
Eagle Tax Planning & Advisory Group
Jericho, NY
CFP®
Pratt Wealth Management
Mendota Heights, MN
CFP®
Pratt Wealth Management
North Mankato, MN
MS, CPA, CFP®, CDFA
Apella Wealth
Huntington Beach, CA
CFP®
Prentice Financial Planning, LLC
Olympia, WA
CFP®
Egan, Berger & Weiner, LLC
Vienna, VA
CFP®
3EDGE ASSET MANAGEMENT
Los Angeles, CA
J.D., CPA, CFP®
Price Planning, LLC
Powell, OH
CFP®, CFA®, AEP®
Per Stirling Capital Management, LLC
Cedar Park, TX
CFP®, AIF®
VLP Financial Advisors
Vienna, VA
CFP®, CPA
William N Price, CPA, CFP
Barnesville, MD
CPA, CFP®
Summit Wealth Advocates, LLC
Prior Lake, MN
CFP®, CPWA®, AIF®
Loring Advisory Group
Greenville, RI
CFP®, CPA/PFS, ChFC
PrisCo Financial
Paramus, NJ
JD, CFP®
Advocacy Financial, LLC
Covington, LA
CFP®
EP Wealth Advisors
San Diego, CA
CFP®, CFS, CFS, CDAA
Castle Financial
Fair Haven, NJ
CFP®
Axiom Wealth Management - Northwestern Mutual
Knoxville, TN
CPA, CFP®, CFA
The Tilson Financial Group, Inc.
New Providence, NJ
CFP®
EP Wealth Advisors
Mount Vernon, WA
CFP®, MBA
LVM Capital Management
Kalamazoo, MI
CFP®
J. R. Prunier Capital Management LLC
Holden, MA
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
CFP®
Ameriprise Financial
Daytona Beach, FL
CFP®
Thrive Wealth Management, LLC
Norristown, PA
CFP®
CFG Wealth Management Services, Inc.
Indianapolis, IN
CFP®, AIF®
Fusion Financial Group
Littleton, CO
CFP®
Creative Planning
Atlanta, GA
CFP®
Catalyst Wealth Management
Suwanee, GA
CFP®
Clayton Wealth Partners
Topeka, KS
CFP®
Clayton Wealth Partners
Lawrence, KS
CFP®
StrategicPoint Investment Advisors
Providence, RI
CFP®
Armor Investment Advisors
Raleigh, NC
CFP®
Purtill Financial LLC
Highland Heights, OH
CPA, CFP®
Buckingham Strategic Wealth
Ridgeland, MS
CFP®
Ameriprise Financial Services, LLC
Jacksonville, FL
CFP®
PathWise
Walnut Creek, CA
CFP®, CFA, AEP®, MBA
Diversified Asset Management, Inc.
Boulder, CO
