CFP®
TABER Asset Management
Alexandria, VA
CPA, CFP®, PFS, AIF
Taber Financial Advisers
Jarrettsville, MD
CFP®
VyStar Credit Union
Jacksonville, FL
CFP®
VyStar Credit Union
Jacksonville, FL
CFP®, AIF®, RICP®
Larry Takahashi Financial Services
Torrance, CA
CFP® CLU®
Talone Financial Group
Collegeville, PA
CFP®
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
CFP®, JD, CIMA, CMFC
Ameriprise
Boca Raton, FL
CFP®, JD, CIMA, CMFC
Ameriprise
Highland Beach, FL
CFP®, JD, MBA
Retire Secure Financial Planning, LLC
Evanston, IL
CFP®
Query Capital
BROOKLYN, NY
CFP®
Meritas Wealth Management
Larkspur, CA
CFP®, Ph.D.
LPL Financial
Kirkland, WA
CPA/PFS, CFP®
Donald L Tapp, CPA/PFS, CFP
Glenwood Springs, CO
CFP®
Tarrant Financial
Atlanta, GA
CFP®
First Financial Advisors Group
Mount Sinai, NY
CFP®
PENSION PARAMETERS FINANCIAL SERVICES, I
Bryn Mawr, PA
CFP®
Tate Asset Management
Rancho Santa Fe, CA
CFP®
Pinnacle Retirement & Financial Planning
San Rafael, CA
CFP®
The Bradford Financial Center
Clarion, IA
CFP®
Sand Hill Global Advisors
San Francisco, CA
CFP®
TrustCore Financial Services
Brentwood, TN
CFP®, CPA/PFS
Taylor Wealth Management
Torrance, CA
CFP®, CLU
Kompass Financial Advisors, Inc.
Wauneta, NE
CFP®, CRPC™, AAMS™
Milestone Wealth Management
Honolulu, HI
CFP®, AIF®
Landmark Financial, LLC
Fort Smith, AR
CFP®
Team Financial Strategies
Abilene, TX
CFP®
Team Financial Strategies
Granbury, TX
CFP®, CPA/PFS
Ronald Blue & Company, LLC
Charlotte, NC
CFP®
Waddell & Reed
Virginia Beach, VA
CFP®, CAP®
Jason Howell Company
Fairfax, VA
CFP®
Truly Prosper Financial Planning LLC
Dublin, OH
CFP®
Truly Prosper Financial Planning LLC
Beavercreek, OH
CFP®, EA
October Effect LTD
Virginia Beach, VA
CFP®, CFA, AEP, CASL
FinDec Wealth Services, Inc.
Stockton, CA
CFP®
The Telge Companies
Manchester, NH
MBA, CPA, CFP®
Advisors Financial Group
Tulsa, OK
CFP®
Fidelis Wealth Advisors, LLC
Castle Rock, CO
CFP®
Ameriprise Financial Services
Merced, CA
CFP®, ChFC®
Conrad Siegel Investment Advisors
Harrisburg, PA
CFP®, AIF, ChFC, CPF
Diversified Wealth Management
Saint Louis Park, MN
CLU®,CFP®,ChFC
TFS Advisors, LLC
Edmonds, WA
Ph.D, CFP®
Canandaigua National Bank & Trust
Pittsford, NY
CFP®
Excomp Asset Management
Melville, NY
CFP®
Carmichael Hill & Associates
Gaithersburg, MD
CFP®
Fee-Only Financial Advisors, Ltd.
Palatine, IL
CFP®
RS Crum Inc.
Newport Beach, CA
CFP®
Leavell Investment Managament
Mobile, AL
CFP®
Conestoga Wealth Partners
Gig Harbor, WA
CFP®
Diversified Management, Inc.
Milwaukee, WI
CFP®, CPA
Valeo Financial Advisors
Carmel, IN
CFP®, CLU
Superior Planning, Inc
San Diego, CA
CFA, CFS, AIMC, CFP®
Mariner Wealth Advisors
State College, PA
CFP®
Per Stirling Capital Management
Austin, TX
CFP®, ChSNC®, ChFC®
Innovative Financial Group
Alpharetta, GA
CFP®, CPA/PFS, CDFA
Sallie MT CPA PLLC
Washington, DC
CFP®
Forward Financial Planning
Thornton, CO
CPA, CFP®
Thomas Thompson, CPA, CFP
East Haven, CT
CFP®, CFA, CPA(inact
Crescent Sterling, Ltd.
Metairie, LA
CFP®
First Pacific Financial
Vancouver, WA
MS,CFP®,CLU,AIF,AEP
Thorley Wealth Management, Inc.
Rochester, NY
CFP®
First Foundation Advisors
Irvine, CA
CFP®
S.E. Thorn & Company, RIA
Prescott, AZ
CFP®
THORNTON Financial LLC
St. Louis, MO
CFP®, CLU, ChFC
Bennon & Thorpe LLC
Parkersburg, WV
JD, CFP®
Threadgill Financial
Spring, TX
CFP®
SilverOak Wealth Management
Edina, MN
CFP®, CDFA®
The Martin Worley Group
Cottonwood Heights, UT
CFP®, CDFA®
The Martin Worley Group
Syracuse, UT
CFP®
Retirement Investment Advisors, Inc.
Oklahoma City, OK
CFP®
Ameriprise Financial Services, LLC
Colorado Springs, CO
Ph.D., CFP®
LPL Financial
San Marcos, CA
CFP®
Bigelow Investment Advisors, LLC
Portland, ME
CFP®
Perfected Wealth Management
La Habra, CA
CFP®
Windward Private Wealth Management Inc.
Overland Park, KS
CLU®, ChFC®, CFP®
Tillinghast & Associates
Baltimore, MD
CFP®
Tilson Financial Group, Inc.
New Providence, NJ
CFP®, ChFC®, AIF®
Cedar Point Capital Partners
Cedar Rapids, IA
MBA, CFP®, CIMA®
Timmons Wealth Management
Attleboro, MA
CFP®
Cordell Wealth Management
Wichita, KS
MS, CFP®
Certified Financial Group
Altamonte Springs, FL
CFP®, CFA, CPA
Toberman Becker Wealth
St. Louis, MO
CFP®
LPL Financial
San Diego, CA
CFP®, CFA, FSA, ChFC
Rudd & Wisdom, Inc.
Austin, TX
CFP®, MBA
Star Financial Services
Denver, CO
CFP®
Hunt Vallet Wealth
Cockeysville, MD
CFP®,CLU,ChFC,CLTC
HF Financial
Charlotte, NC
CFA, CFP®,CIA, CRMA
Teacher Retirement System of Texas
Austin, TX
CFP®
Tolsma Investments, LLC
Bellevue, WA
CFP®
Tomasetti Investment Group, LLC
Needham, MA
CFP®, RICP®, APMA®
Ameriprise Financial Services, LLC
Chicago, IL
CFP®
Total Wealth Planning & Management, Inc
Ponte Vedra Beach, FL
CFP®, AIF®, ChFC®
Tomren Wealth Management
San Ramon, CA
CFP®
S.R. Schill & Associates
Mercer Island, WA
CFP®, CDFA™, APMA®
Ameriprise Financial Services, LLC
Johnson City, TN
CFP®
TCM Wealth Advisors
Fairlawn, OH
CFP®, CLU, RICP
Altius Wealth/Northwestern Mutual
Raleigh, NC
CFP® CLU
First Hawaiian Bank
Honolulu, HI
CFP®, AIF®
American Portfolios Advisors
Denver, CO
CFP®
Townsend Wealth Management
Columbus, GA
CPA, CFP®, CFA®, CMT
Townsend Asset Management
Raleigh, NC
CFP®, ChFC, CLU
Townsend & Townsend
Bonsall, CA
CFP®
John G. Ullman & Associates
Bradenton, FL
CFP®, CFA
Townsend Wealth Management
Columbus, GA
CFP®
Navigoe, LLC
Redondo Beach, CA
CFP®
Vision Financial Group
Seymour, IN
CFP®
CJM Wealth Advisers, Ltd.
Falls Church, VA
Ph.D., CFP®
Ministry Partners Securities
Fresno, CA
JD, CPA, CFP®, AIF®
Reliance Financial Advisors
Sewickley, PA
CFP®
C&T Financial Services Group, Inc.
Pacific Grove, CA
CFP®
Stegner Investment Associates, Inc.
Louisville, KY
CFP®
Kanaly Trust, LTA
Houston, TX
CFP®
JNBA Financial Advisors
Duluth, MN
CFP®, CPA
Craig & Treff Financial Services
Severna Park, MD
CFP®, ChFC®, AEP®
Ameriprise Financial Services, LLC
Thornton, CO
CFP®
Prudential Financial
Palm Beach Garden, FL
MS, CFP®
Golden Goose Wealth Planning
Grand Rapids, MI
CPA/PFS, CFP®
Michael J. Tringali, P.A.
Beverly Hills, FL
CFP®
Redwood Grove Wealth Management
Larkspur, CA
CFP® CRPS® CWS®
Gilbert & Cook, Inc.
WDM, IA
MBA, CFP®
Genesis Financial Sevices
New York, NY
CFP®
Trivedi Financial Group
Chicago, IL
CFP®
The Watchman Group, Inc.
Plano, TX
CFP®
Elevation Financial Group
Santa Fe, NM
CFP®, CLU, MBA
Trowbridge & Co Wealth Management Group
Towanda, PA
CFP®
Vista Financial Planning Group, LLC
Bastrop, TX
CPA/PFS, CFP®
Franklin, Parlapiano, Turner & Welch, LLC
Houston, TX
CFP®
JNBA Financial Advisors
Minneapolis, MN
MBA, CFP®
Kevin W. Truex & Associates
Freehold, NJ
CFP®
Morton Wealth, LLC
Calabasas, CA
MBA, CFP®,ChFC, CLU
Ameriprise Financial Services, LLC
San Antonio, TX
CFP®, CPA/PFS
FWU CHIAN TSAI
San Gabriel, CA
CFP®
Andrews Advisory Associates, LLC
Honolulu, HI
MBA, CFP®
Western International Securities
Irvine, CA
CFP®
Waverly Advisors, LLC
Pensacola, FL
CFP®
Tucker Bria Wealth Strategies, LLC
Durham, NC
CFP®, ChFC®
Tusk Financial Planning
Saint Augustine, FL
CFP®, JD, CPA/PFS
Hawaii Partners 3D Wealth Advisors
Honolulu, HI
CFP®
Protected Investors of America
Walnut Creek, CA
CFP®
Tull Financial Group, Inc.
Chesapeake, VA
CFP®
Ameriprise
Redwood Shores, CA
CFP®, CRPC®
Midwest Capital Advisors
Grand Rapids, MI
CFP®, APMA®
Upbeat Wealth
New Orleans, LA
CFP®, CDFA™
Fair Trust Financial LLC
North Oaks, MN
CFP®, ChFC
Navigational Wealth Planning, Inc.
Powder Springs, GEORGIA
MSF, CFP®, CLU®,CCFC
My Planning Pro, LLC
Greenville, SC
CPA, CFP®, RLP®
Wrenne Financial Planning
Brentwood, TN
CFP®
Stream Wealth Partners, LLC
Lakeway, TX
CPA/PFS, CFP®, CPWA®
Goldman Sachs Personal Financial Management
Plano, TX
CFP®
Randall Financial Group LLC
Providence, RI
CFP®, ChFC®, CWS®
Aegis Financial Partners
Boulder, CO
CFP®, ChFC®, CWS®
Aegis Financial Partners
Denver, CO
CFP®, ChFC®, CWS®
Aegis Financial Partners
Erie, CO
CFP®
Tweedy Financial Services, LLC
Floral Park, NY
CFP® AAMS® AIF®
Tye Financial Group
Danville, KY
CFP®
Ameriprise Financial Services, LLC
Merced, CA
MBA, CFP®, CPWA®
Leslie Roper Day & Associates
Folsom, CA
