Action Point Financial | Ben VerWys | www.actionpointfp.com | Grand Rapids | Michigan |
AEGIS Advisors LLC | Helen Von Dolteren-Fournier, JD, CFP | www.raymondjames.com/aegisfinancial | Winter Park | Florida |
Aequitas Wealth Management | Aequitas Wealth Management | www.aequitaswm.com | Los Angeles | California |
Affinity Asset Management | Affinity Asset Management | www.affinityasset.com | Overland Park | Kansas |
Altus Wealth Management | Majdah M. alQuhtani | www.altuswealthmanagement.com | Albuquerque | New Mexico |
Annapolitan Investment Group Inc. | Melissa M. Frawley | www.raymondjames.com/annapolitaninvestmentgroup | Annapolis | Maryland |
Arete Wealth Management | Arete Wealth Management | www.aretewealth.com | Chicago | Illinois |
Associated Financial Partners LTD | Brandon Dixon-James, CFP | www.afaltd.com | Fresno | California |
Atlantic Wealth Management | Greg Patterson and James Allen Canady | www.myatlanticwealth.com | Morehead City | North Carolina |
Atlas Financial | Atlas Financial | www.atlasfg.com | Richmond | Virginia |
Barnum Financial Group | Chris Kampitsis | www.skgbarnum.com | Elmsford | New York |
Barnum Financial Group | Eric Mechler, RICP¨ AIF¨ | www.ericmechler.com | Shelton | Connecticut |
Barnum Financial Group | Zoltan Pongracz, CFP¨ ChFC¨ AIF¨ | barnumfinancialgroup.com/representative/zoltanpongracz | Shelton | Connecticut |
Baron Silver Stevens Financial Advisors LLC | Michael Silver | www.bssfa.com | Boca Raton | Florida |
BB&T Scott & Stringfellow | Eric A. Williams, CFP¨ ChFC¨ CLU¨ | bbtscottstringfellow.com | Naples | Florida |
Beacon Capital Management | Beacon Capital Management | www.beaconinvesting.com | Dayton | Ohio |
Benchmark Private Wealth Management | Benchmark Private Wealth Management | www.benchmarkpwm.com | Dallas | Texas |
Benzer Capital | Salim A Nathani | www.benzercapital.com | Sugarland | Texas |
Beta Wealth Group | Beta Wealth Group | www.betawealthgroup.com | San Diego | California |
Beyond Your Hammock | Eric Roberge CFP | beyondyourhammock.com | Boston | Massachusetts |
Bleakley Financial Group | Michael Axelrod | www.bleakley.com | Fairfield | New Jersey |
Blue Chip Partners Inc. | Blue Chip Partners, Inc. | www.bluechippartners.com | Farmington Hills | Michigan |
Blue Summit Wealth Management | Blue Summit Wealth Management | www.bluesummitwealth.com | La Mesa | California |
Boston Harbor Wealth Advisors | Boston Harbor Wealth Advisors | www.bostonharborwealth.com | Westborough | Massachusetts |
Brayshaw Financial Group LLC. | Benjamin C. Brayshaw | brayshawfinancial.com | Bedford | New Hampshire |
Bull Oak Capital | Ryan Hughes | bulloakcapital.com | San Diego | California |
Burke, Davis, Knoebber, Kohn & Associates | Ameriprise Financial | Matthew Burke CFP | burkedavisknoebberkohn.com | Chesterfield | Missouri |
Cabana LLC dba Cabana Asset Management | Cabana Asset Management | www.thecabanagroup.com | Fayetteville | Arkansas |
Cahaba Wealth Management | Cahaba Wealth Management | www.cahabawealth.com | Atlanta | Georgia |
California Retirement Advisors | Christian Cordoba | www.CRAretire.com | El Segundo | California |
Camden Capital LLC | Camden Capital, LLC | www.camdencapital.com | Los Angeles | California |
Capstone Wealth Advisors | Johnny W. Dawson | www.ameripriseadvisors.com/team/capstone-wealth-advisors | Columbus | Ohio |
CAPTRUST | CAPTRUST | captrust.com | Raleigh | North Carolina |
Carla Souther Hauser Financial Services | Carla Souther Hauser Financial Services | www.raymondjames.com/carlahauser | North Wilkesboro | North Carolina |
Carson Group | Carson Group | www.carsongroup.com | Omaha | Nebraska |
Carson Group | Ron Carson | www.carsongroup.com | Omaha | Nebraska |
Carson Wealth | Paul West | www.carsonwealth.com | Omaha | Nebraska |
Cassaday & Company Inc. | Sean Gallahan | www.cassaday.com | Mclean | Virginia |
Catalina Wealth Management | Otto R. Bohon Jr., Michelle Anthony, and Samuel Sutterfield | www.catalinainvestments.com | Tucson | Arizona |
Centerline Wealth Advisors | Centerline Wealth Advisors | www.centerlinewealth.com | Louisville | Kentucky |
Centurion Wealth Management | Centurion Wealth Management | www.centurionwealth.com | McLean | Virginia |
Clarity Capital Partners LLC | Clarity Capital Partners, LLC | www.claritycapitalllc.com | Newport Beach | California |
Client Centric Wealth Management | Sigma Financial Corporation | Ty Hodges | www.ccwmgmt.com/team/ty-hodges | San Antonio | Texas |
Coastline Wealth Management | Garrett Taylor | www.coastlinewealth.com | Port Jefferson | New York |
Coffman Wealth Management | Joseph H. Coffman APMA | www.coffmanwealthmanagement.com | Indianapolis | Indiana |
Commonwealth Financial Group | Jeffrey Baron | www.commonwealthfinancialgroup.com/team/jeff-baron/ | Boston | Massachusetts |
Cooke Financial Group | Chris Cooke | www.cookefg.com | Indianapolis | Indiana |
Crest Financial Group | Eric J Boyle, M.S., CFP | www.crestfinancialgroup.com | Allentown | Pennsylvania |
CrossleyShear Wealth Management | Evan Shear | crossleyshear.com | Heathrow | Florida |
Crown Wealth Strategies | Elizabeth Dipp Metzger | www.CrownWS.com | El Paso | Texas |
darrenMORGAN Asset Management | Darren Morgan | www.darrenmorgan.net | North Olmsted | Ohio |
DJ Financial Group | Roy P. Janse | www.djfinancial.com | Greenville | South Carolina |
Drive Wealth Advisers | Drive Wealth Advisers | www.drivewealthadvisers.com | Lehi | Utah |
E.A. Buck Financial Services | Parkland Securities LLC | E.A. Buck Financial Services | Parkland Securities, LLC | www.eabuck.com | Honolulu | Hawaii |
E.A. Buck Financial Services | Parkland Securities LLC | Katie Buck | www.eabuck.com | Honolulu | Hawaii |
Edward Jones | Jason Witcher | https://www.edwardjones.com/financial-advisor | Conyers | Georgia |
Edward Jones | John Stewart | www.edwardjones.com/financial-advisor | Mount Dora | Florida |
Elevon Wealth Management | Ian Rosenfield | www.raymondjames.com/elevonwealthmanagement | San Francisco | California |
Enrichment Wealth Management | Raymond James | Arlene Alvarez | www.enrichmentwealthmanagement.com | Coral Gables | Florida |
Essex Financial - Southport Group | Kevin Nolan, Sean Flynn, and Kathy Miller | www.essexfinancial | Southport | Connecticut |
Estes Wealth Strategies | John Estes | www.esteswealthstrategies.com | Fairfax | Virginia |
Executive Wealth Management | Susan Busch | www.ewmadvisors.com | Brighton | Michigan |
Fidato Wealth LLC | Fidato Wealth LLC | fidatowealth.com | Middleburg Heights | Ohio |
Financial Compass Group | Brandon Fink | www.financialcompassgroup.com | Wellesley | Massachusetts |
Financial Services of Virginia | W. Justin Lacy | www.fsvllc.com | Glen Allen | Virginia |
Financial-360 LLC | Joshua Charles | www.raymondjames.com/financial-360 | Rockville | Maryland |
Fleischauer Financial Management Inc. | Alan Fleischauer | www.reconfigurement.com | Minnetonka | Minnesota |
Fox-Smith Wealth Management LLC | Gustin D. Fox-Smith | www.fswealth.biz | Westminster | Colorado |
Frey Masterson Investment Advisors | Frey Masterson Investment Advisors | www.freymasterson.com | St. Petersburg | Florida |
Gilliland Lee Financial Group | Parkland Securities LLC | Kathleen Gilliland | www.glf4u.com | New Albany | Ohio |
Gold Medal Waters Inc. | Gold Medal Waters, Inc. | www.goldmedalwaters.com | Boulder | Colorado |
Good Life Companies | Good Life Companies | www.goodlifeco.com | Reading | Pennsylvania |
Great Lakes Wealth | Great Lakes Wealth | https://www.greatlakeswealth.us/ | Northville | Michigan |
Great Waters Financial | Great Waters Financial | www.greatwatersfinancial.com | Minneapolis | Minnesota |
Guardian Planners | Guardian Planners | www.guardianplanners.com | DuBois | Pennsylvania |
Henry+Horne Wealth Management | Henry+Horne Wealth Management | www.hh-wm.com | Scottsdale | Arizona |
Heritage Financial Advisory Group | Michael Desepoli | www.financialadvisorny.com | Port Jefferson Station | New York |
HFG Trust | HFG Trust | www.hfgtrust.com | Kennewick | Washington |
Highlander Financial Group | Casey D. Craig | www.hfgwms.com | Rockville | Maryland |
HighTower Bellevue | HighTower Bellevue | hightowerbellevueadvisors.com | Bellevue | Washington |
HighTower Bethesda | HighTower Bethesda | www.hightoweradvisors.com/team/bethesda/overview | Bethesda | Maryland |
HighTower Naples | HighTower Naples | www.hightoweradvisors.com/team/naples/overview | Naples | Florida |
HighTower San Diego | HighTower San Diego | www.hightoweradvisors.com/team/sandiego/overview | San Diego | California |
HighTower Twickenham | HighTower Twickenham | www.hightoweradvisors.com/team/twickenham/overview | Huntsville | Alabama |
Hobble Creek Wealth | Talon M. Webb | www.hobblecreekwealth.com | Orem | Utah |
Hollifield Financial Group | Kimsey Hollifield | www.hollifieldfinancial.com | Charleston | South Carolina |
Hueneburg Financial Group LLC | Stacy L Newell | hueneburgfinancialgroup.com | La Salle | Illinois |
Human Investing | Human Investing | www.humaninvesting.com | Lake Oswegon | Oregon |
Independent Solutions Wealth Management | Independent Solutions Wealth Management | iswealthmanagement.com | Williamsville | New York |
Institutional Wealth Consultants | Institutional Wealth Consultants | www.yourwealtheffect.net | Irvine | California |
Integrated Financial Group | Integrated Financial Group | www.integrated-financial-group.com | Atlanta | Georgia |
Intelligence Driven Advisers | Jason Labrum | www.idawealth.com | Carlsbad | California |
Ivory Wealth Management | Ivory Wealth Management, Inc | www.ivorywealthmgmt.com | Essex | Connecticut |
Janney Montgomery Scott | Andrew VItek | www.andrewvitek.com | Wyncote | Pennsylvania |
Janney Montgomery Scott | George M. Zaki | advisor.janney.com/guggenheimerzakiteam/ | New York | New York |
Jeter Hrubala Wealth Strategies LLC | Beth Jeter Hrubala | www.bethhrubala.com | Spartanburg | South Carolina |
JNJ Wealth Management Group LLC | Julian A Benitez | www.jnjwealthmg.com | Tucson | Arizona |
Johlfs Financial Group | Craig Johlfs | www.Johlfsfg.com | Denver | Colorado |
Johnson Financial Group | Johnson Financial Group | www.johnsonbank.com | Racine | Wisconsin |
Kathmere Capital | Nicholas Olesen | www.kathmere.com | King of Prussia | Pennsylvania |
KCS Wealth Advisory LLC | KCS Wealth Advisory LLC | www.kcswealth.com | Los Angeles | California |
Keel Point | Keel Point | keelpoint.com | Huntsville | Alabama |
Kinder Financial Strategies | Ann Kinder | www.directiondefined.net | Fort Smith | Arkansas |
Klein Wealth Management at HighTower | Klein Wealth Management at HighTower | www.hightoweradvisors.com/team/klein/overview | Melville | New York |
Kovack Advisors | Kovack Advisors | kovackadvisors.com | Fort Lauderdale | Florida |
Kusske Financial Inc | Brett Kusske | www.kusskefinancial.com | Burnsville | Minnesota |
Legacy Investment Services | Trent A. Strong | www.legacyinvestmentsonline.com | East Peoria | Illinois |
Legacy Investment Services LLC | Mark Sharifi | www.4mylegacy.com | Rancho Cucamonga | California |
Liftbridge Financial Advisors | Edward J. Bradford | www.liftbridgefinancial.com | Fairport | New York |
Lowcountry Financial Group | Christopher Werden | www.lowcountryfg.com | Charleston | South Carolina |
Lucia Capital Group | Christopher Panagiotu, CRPS | www.luciacap.com/advisor/chris-panagiotu | Fircrest | Washington |
Macrocarpa PWM of Raymond James | Matthew Stucke | www.raymondjames.com/macrocarpaprivatewealth | Alpharetta | Georgia |
Magnus Financial Group LLC | Michael S. Schwartz, CFP¨, AEP¨ | www.magnusfinancial.com | New York | New York |
McCarthy Wealth Management | Junette McCarthy | www.McCarthyWM.com | Newport Beach | California |
Medicus Wealth Planning Inc. | Medicus Wealth Planning, Inc. | www.MedicusWealthPlanning.com | Draper | Utah |
Mercer Advisors | Jessica Caruso | www.merceradvisors.com | San Francisco | California |
Mercer Advisors | Josh DeForest | www.merceradvisors.com | Bellevue | Washington |
Mercer Advisors | Laura Combs | www.merceradvisors.com | Boulder | Colorado |
Mercer Advisors | Mercer Advisors | merceradvisors.com | Denver | Colorado |
Meridian Financial | Meridian Financial | meridianfinancial.nm.com | Raleigh | North Carolina |
Merrill Lynch | Anthony Richard Bottini III | www.fa.ml.com | New York | New York |
Millennium Advisory Services Inc. | Paul Hunt | www.mas-edu.com | Glen Allen | Virginia |
Miracle Mile Advisors | Miracle Mile Advisors | www.miraclemileadvisors.com | Los Angeles | California |
Molloy Financial Group | Bryan Blackwell | www.molloyfinancialgroup.com | Fort Myers | Florida |
Morgan Stanley Wealth Management | Eva Marina Ovejero | MorganStanley.com | Miami | Florida |
MRA Advisory Group | MRA Advisory Group | mraadvisory.com | Parsippany | New Jersey |
Navigation Financial Group | Scott R. Dickerson AIF, BFA | www.navigationama.com | Amarillo | Texas |
New Aspect Financial Services | Karin Alvarado | www.newaspectfs.com | Napa | California |
Nexus Advisors LLC | Holly Carroccio, CFP | www.nexusadvisorsllc.com | Dallas | Texas |
North Star Resource Group | Garrett Culwell, CLU¨ | www.northstarfinancial.com | Cincinnati | Ohio |
Northwestern Mutual Wealth Management Company | Phil Adra CFP¨ CPA CLU¨ | philadra.nm.com | Atlanta | Georgia |
OnPoint Wealth Management & Investment Services | Daniel L. Bartosz | www.onpointcu.com/retirement-services-planning | Portland | Oregon |
Oppenheimer & Co. | Daniel S. Tacktill | fa.opco.com | Melville | New York |
Oppenheimer & Co. | Daniel Waskiewicz | www.oppenheimer.com | Frankenmuth | Michigan |
Oppenheimer & Co. | Laurence M. Stanger | fa.opco.com | Melville | New York |
PFS Wealth Management Group | Vincent Virga | www.pfswealthgroup.com | Naples | Florida |
Pitzl Financial | Pitzl Financial | www.pitzlfinancial.com | Arden Hills | Minnesota |
Polaris Greystone Financial Group LLC | Polaris Greystone Financial Group, LLC | www.polarisgreystone.com | San Rafael | California |
Practical Financial Planning Inc. | Practical Financial Planning, Inc. | www.p-f-p.com | Rocky River | Ohio |
Premium Finance Group | Manuel A. Vidal | www.premiumfinancegroup.com | Coral Gables | Florida |
Presidio Capital Management | Dustin TenBroeck | www.presidiocm.com | San Diego | California |
Private Advisor Group | Private Advisor Group | www.privateadvisorgroup.com | Morristown | New Jersey |
Private Ocean Wealth Management | Private Ocean Wealth Management | privateocean.com | San Rafael | California |
Raymond James | Brian Leiser | raymondjames.com | Riverhead | New York |
Regal Holdings of America LLC | Regal Holdings of America, LLC | regal-holdings.com | Kentwood | Michigan |
Resource Planning Group | Keith Waterman | www.rpgindy.com/Keith-Waterman | Fishers | Indiana |
Resources Investment Advisors | Resources Investment Advisors | riaadvisor.com | Overland Park | Kansas |
RHS Financial LLC | RHS Financial, LLC | www.rhsfinancial.com | San Francisco | California |
Rivertowne Advisors | Raymond James | Pete Loncar | www.raymondjames.com/rivertowneadvisors | Beaver | Pennsylvania |
Rivettas Wealth Strategies LLC | Ryan A. Smith | www.rivettas.com | Salt Lake City | Utah |
RJ Wealth Management at HighTower | RJ Wealth Management at HighTower | www.hightoweradvisors.com/team/rjwealth/overview | New York | New York |
Rowling & Associates | Rowling & Associates | www.rowling.com | San Diego | California |
SagePoint Financial | Benjamin Waibel | www.foresthillswealth.com | Hillsboro | Oregon |
Sarian Strategic Partners at HighTower | Sarian Strategic Partners at HighTower | www.hightoweradvisors.com/team/sarian/overview | Wayne | Pennsylvania |
Schorpp Capital Management | Schorpp Capital Management | www.schorppcapital.com | East Brunswick | New Jersey |
Sequoia Financial Group | Sequoia Financial Group | sequoia-financial.com | Akron | Ohio |
Sevelius Wealth Management | Raymond James | Sevelius Wealth Management | Raymond James | www.seveliuswealthmanagement.com | Wesley Chapel | Florida |
Shaffer Wealth Management at HighTower | Shaffer Wealth Management at HighTower | www.hightoweradvisors.com/team/shaffer/overview | Alpharetta | Georgia |
Shorebridge Wealth Management | Win Smathers | www.shorebridgewm.com | Pittsburgh | Pennsylvania |
Signature Wealth Group | Signature Wealth Group | www.joinsignaturewealth.com | Florence | South Carolina |
Southwestern Investment Group | Lucas Swatzell | www.southwesterninvestmentgroup.com/team/lucas-swatzell | Franklin | Tennessee |
Southwestern Investment Group | Raymond James | Bob Sircy | www.southwesterninvestmentgroup.com | Franklin | Tennessee |
Steadfast Financial | Ben Ferris | www.steadfastfg.com | Marietta | Georgia |
Strategic Wealth Inc | Shawn A Manuel | www.swealthinc.com | Osage Beach | Missouri |
Stratos Wealth Partners | Craig Macomber | stratosca.com | Irvine | California |
Stratos Wealth Partners | Stratos Wealth Partners | www.stratoswealthpartners.com | Beachwood | Ohio |
Surmanek Wealth Management | Dennis Surmanek | www.surmanekwealthmanagement.com | New York | New York |
Ted Ngo & Associates | Ted Ngo | www.tedngo.com | Westminster | California |
Telemus Capital LLC | Gary Ran | www.telemus.com | Southfield | Michigan |
The Andriole Group at HighTower | The Andriole Group at HighTower | www.hightoweradvisors.com/team/andriole/overview | Madison | Connecticut |
The Bahnsen Group | Kimberlee Davis | www.thebahnsengroup.com | Newport Beach | California |
The Brand Schweizer Group | Raymond James | John Brand and Peter S. Schweizer | www.raymondjames.com/brandschweizergroup | Elmira | New York |
The Ezzell-Conklin Group at HighTower | The Ezzell-Conklin Group at HighTower | www.hightoweradvisors.com/team/ezzellconklin/overview | Folsom | California |
The Fox Alliance | The Fox Alliance | www.thefoxalliance.com | Austin | Texas |
The Institute for Wealth Management | The Institute for Wealth Management | www.instituteforwealth.com | Denver | Colorado |
The Lerner Group at HighTower | The Lerner Group at HighTower | www.hightoweradvisors.com/team/lernergroup/overview | Deerfield | Illinois |
The McGuirk & De Nevi Group at HighTower | The McGuirk & De Nevi Group at HighTower | www.hightoweradvisors.com/team/mcguirk/overview | Menlo Park | California |
The Pittsburgh Wealth Management Group | The Pittsburgh Wealth Management Group | www.pittsburghwealthmanagementgroup.com | Pittsburgh | Pennsylvania |
The SKG Team at Barnum Financial Group | Chris Kampitsis, Benjamin Soccodato, Anthony Maiuolo, and David Jones | www.skgbarnum.com | Elmsford | New York |
The Wealth Plan Company | Matt Stephens | thewealthplancompany.com | Wilmington | North Carolina |
THREESIXTY Wealth & Financial Management | Jonathan LaParl | www.threesixtywfm.com | Malta | New York |
Trajan Wealth LLC | Trajan Wealth LLC | trajanwealth.com | Scottsdale | Arizona |
UBS | Benjamin A. Nussbaum | UBS.com/team/highlandswealth | San Diego | California |
Ultimate Wealth Strategies LLC | Tony Sablan | www.tonysablan.com | Bellevue | Washington |
United Iowa Financial | Trent Von Ahsen | www.unitediowafinancial.com | Cedar Rapids | Iowa |
UPSTREAM Investment Partners | Sigma Financial Corporation | Nicholas Reiland | www.nicholasreiland.com/team/nick-reiland | Lisle | Illinois |
UPSTREAM Investment Partners | Sigma Financial Corporation | Russell (Russ) Warner | www.warnerfg.com | Northfield | Illinois |
Virtue Capital Management LLC | Virtue Capital Management LLC | www.virtuecapitalmanagement.com | Brentwood | Tennessee |
Vitucci Integrated Planning | Jason Vitucci, CFP¨, EA | www.vitucciintegratedplanning.com | Walnut Creek | California |
Voya Financial Advisors | Beech Creek Financial Group | beechcreekfinancial.com | Portland | Oregon |
VWG Wealth Management at HighTower | VWG Wealth Management at HighTower | www.hightoweradvisors.com/team/vwg/overview | Vienna | Virginia |
VZD Capital Management LLC | Ethel J. Davis | www.vzdcap.com | Overland Park | Kansas |
W.A. Smith Financial Group | W.A. Smith Financial Group | wasmithfinancial.com | Sandusky | Ohio |
Waddell and Reed | Gilles R. Mulard | www.waddell.com | Erie | Pennsylvania |
Wall Street Alliance Group | Wall Street Alliance Group | wallstreetalliancegroup.com | New York | New York |
Walser Wealth Management Company LLC | Rebecca Walser, JD, LLM,CFP | www.walserwealth.com | Tampa | Florida |
Watts Capital | David Flores Wilson, CFP, CFA | www.planningtowealth.com | New York | New York |
Wells Fargo Advisors | Dominique A. Donovan | home.wellsfargoadvisors.com/dominique.donovan | Manchester | Massachusetts |
Wells Fargo Advisors | John D'Annunzio | fa.wellsfargoadvisors.com/piedmont | Dallas | Texas |
Wells Fargo Advisors | Wade Meeks | home.wellsfargoadvisors.com/Cooper.Meeks | Little Rock | Arkansas |
Wilde Wealth Management Group | Wilde Wealth Management Group | www.wildewealth.com | Scottsdale | Arizona |
Zinnia Wealth Management | Charisse Rivers | www.zinniawealth.com | OCALA | Florida |
