California
Carmen Turner Gunther Lynch Financial Advisors Roseville (510) 910-2389
Holly Gillian Kindel Mosaic Financial Partners, Inc Director of Financial Planning San Francisco (415) 788-1952
William Pitney Focus You Financial Services Foster City (650) 684-1199
Rick Kagawa Capital Resources and Insurance, Inc. Financial Services Huntington Beach (714) 903-2400
Bob Greenberg Greenberg|Graham Advisors LLC CFP Irvine - also serving Newport Beach, Newport Coast, Corona del Mar, Laguna Beach, Tustin (714) 437-0040
Brad Baumann Critical Capital Management, Inc. Financial Services Calabasas (818) 222-4773
Colorado
James Williams J. F. Williams Co., Inc Financial Advisor Denver (303) 753-4506
Dick Wagner Worth Living, LLC JD, CFP Denver (303) 329-8309
Connecticut
Jan Johnson Financial Planner Manchester (860) 647-7795
George L. Taylor Temenos Inc. CFP Litchfield (888) 769-9149
D.C.
Beth Jones Third Eye Associates, Ltd. Washington (202) 667-2266
Delaware
Joan Sharpe Life Strategies LLC Financial Planner New Castle (302) 324-5363
Florida
Lori Colclasure Palm Beach Financial Planners CPA, Financial Planner Palm Beach (561) 624-8228
Lisa Greene (561) 582-3868
Anne Bedinger Raymond James & Associates, Inc. Financial Advisor Boca Raton, FL 33431 (561) 981-3661
Judi Snyder JP Snyder, Inc. Financial Services Safety Harbor (800) 889-1841
Bert Livingston National Financial Services Group Financial Services Jacksonville (904) 296-3300 Ext. 5021
Pamela S. Ghezzi Sequoia Financial Group LLC Financial Services Altamone Springs (888) 225-3777
John Fulton UBS Financial Services Palm Beach (561) 659 9500
Lee Chimerakis Morgan Stanely Smith Barney Palm Beach Gardens FAX (877) 780-2539
Susan Bradley Sudden Money Institute CFP Palm Beach Gardens (888) 838-9446
Bryan Beasley Morgan Stanley Smith Barney Palm Beach Gardens
Georgia
Michael Thigpen National Financial Services Group Financial Services Atlanta (770) 512-5100
Hugh Massie Financial DNA Resources, Inc Financial Services Atlanta (770) 274-0311
Morris Henderson The Keystone Financial Alliance of RJA BEYOND FINANCIAL PLANNING Atlanta (770) 952-1345
Brian Henderson Raymond James & Associates Atlanta
Illinois
Matt Siversten The Planning Center Financial Planner Moline (309) 797-4030
Marty Martin Aequus Wealth Management Resources Chicago (312) 664-4090
Cicily Maton Aequus Wealth Management Resources Financial Services Chicago (312) 664-4090
Michelle Maton Aequus Wealth Management Resources CFP®, EA, RLP® Chicago (312) 664-4090
Martin Kurtz The Planning Center Financial Services Moline (309) 230-4431
Eric Kies The Planning Center Moline (309) 797-4030
Maine
Susan Veligor Cornerstone Financial Planning LLC Financial Services Portland (207) 772-8133
Massachusetts
Robin Young Northstar Financial Planning, Inc Financial Services Windham NH (603) 458-2776
Joan Gagnon Gagnon Wealth Management, LLC Financial Services Mansfield (508) 339-8339
Gayle Colman Colman Knight Advisory Group, LLC Financial Services Carlisle (978) 371-2015
Minnesota
Naomi Kowalik Kowalik & Associates LLC Sauk Rapids (320) 257-8888
New Hampshire
Robin Young Northstar Financial Planning, Inc Financial Services Windham NH (603) 458-2776
New Jersey
Norm Politziner Norman J. Politziner, CFP® & NJP Associates Highland Park (732) 296-9355
New York
Clare Stenstrom Bourne Stenstrom Capital Management, Inc. Pawling (845) 855-1590
Kathleen Roth Waterstone Partners Pittsford (585) 586-5640
Beth Jones Third Eye Associates, Ltd New York (212) 787-4292
Judy Haselton Harmony Financial Advisors Financial Services New York (212) 677-6100
Ohio
Tyrone Phillippi LifePlan Financial Group, Inc. Financial Services Dayton (937) 438-8000
Dan L. Hypes LifePlan Financial Group, Inc. Dayton (937) 438-8000
Oregon
Ron Wilkinson Security First Advisors Financial Planner Portland (503) 274-4224
Evan Russell Security First Advisors Financial Planner Portland (503) 274-4224
Stacy Rerick Security First Advisors Financial Planner Portland (503) 274-4224
Pennsylvania
Michael Karwic Morgan Stanley West Chester
South Dakota
Julie Martinez Purple Wealth, LLC Rapid City (605) 342-8840
Tennessee
Robert Bolen Bolen | Dodson & Associates Brentwood (615) 242-3808
Texas
Joy D. Kirsch Kirsch & Associates CFP Bedford (817) 267-9480
Tom Chancellor Teak Tree Capital Management Ft. Worth (817) 744-8450
Utah
Kathleen Roth Waterstone Partners Salt Lake City
Vermont
Sandra Maynard Stage 2 Planning Financial Advisor South Burlington (802) 846-1264
Josh Patrick Stage 2 Planning Partners South Burlington (802) 846-1264
Virginia
Peggy Frye Glenayr Wealth Advisors LLC Brightwood (540) 229-1957
Lisa Kirchenbauer Omega Wealth Management Financial Services Arlington (703) 387-0919
Jan Conner BB&T Wealth Management Fairfax (703) 293-3722
