CFP®
Zynergy Retirement Planning
Red Bank, NJ
CFP®, CPA
Tami R Mrozek CPA, PLLC
Woodinville, WA
CFP®, CRC®
Pathfinder Wealth Consulting
Wilmington, NC
CFP®
The Baran James Co.
Pittsburgh, PA
CFP®, CIS
Saratoga Investment Solutions Inc.
Saratoga Springs, NY
CFP®
Fireside Financial Planning, Inc.
San Jose, CA
CFP®, ChFC®, CFS®
Ameriprise Financial Services, LLC
Westbury, NY
CFP®
LPL Financial
Milford, CT
CFP®
McQueen, Ball & Associates, Inc.
Bethlehem, PA
CFP®, CPWA, ChFC
Ameriprise Financial Services, LLC
Oswego, NY
CFP®
Tulsa Wealth Advisors | Raymond James
Tulsa, OK
CFP®
Bridgeworth + SAVANT
Birmingham, AL
CFP®, CExP, AIF
Zeller Kern
Gold River, CA
CFP®
Fruition Financial
Chesterfield, MO
MS, CFP®
UMA Financial Services
Salt Lake City, UT
CFP®, CPA
Alan Zheutlin CPA
New York, NY
MSFS, CFP®, ChFC,CLU
Ziedins & Company, Ltd.
Castle Rock, CO
CFP®
Morgan Stanley
Chesterfield, MO
CFP®
Zielonka Financial Services LLC
Newton, MA
CFP®
Ameriprise Financial Services, LLC
Tulsa, OK
CFP®
Buckingham Strategic Wealth
St. Louis, MO
CFP®
D. Scott Neal, Inc.
Louisville, KY
CFP®
Zimmerman Capital Management, LLC
Salem, OH
CFP®
Ameriprise Financial Services, LLC
Minnetonka, MN
CFP®, RLP®
Path Financial Strategies, LLC
Chandler, AZ
CFP®, ChFC, CLU
Mindful Asset Planning
Apple Valley, MN
CFP®, AIF, ChFC, CLU
MAGIS Financial Partners
Horsham, PA
CFP®
Dickholtz Wealth Management, Inc.
Northbrook, IL
CFP®, MBA
Financial Results Group, LLC
Omaha, NE
CFP®
Asset Advisory Group, Inc.
Kinnelon, NJ
MBA, MS, CFP®
Apella Wealth
Huntington Beach, CA
CFP®, EA
Westlake Advisors
Lakewood, OH
CFP®
Mercer Advisors
Ann Arbor, MI
CFP®
SRI Planning
Wakefield, MA
CPA, CFP®
UHY Advisors New York, Inc.
Albany, NY
CFP®
Financial Synergies Wealth Advisors
Houston, TX
CFP®
Zuckerman Capital Management, LLC
Los Angeles, CA
CFP®, CFA®, CDFA™
Zuraw Financial Advisors
Greensboro, NC
CFP®, ADFA
The Colony Group
Bethesda, MD
CFP®, ADFA
The Colony Group
Centrville, MD
CFP®, CPA
Jacqueline S Zweig, Inc.
Newport Beach, CA
CFP®
Wealthway Financial Advisors
Norfolk, VA
