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401(k)/IRA Rollovers

Alabama
	Stewart H. Welch The Welch Group 3940 Montclair Rd Fifth Floor Birmingham, AL 35213-2427 205-879-5001 (316)
Arkansas
	James David Ashby Southern Arkansas University PO Box 9304 Magnolia, AR 71754-9304 870-235-4304
Arizona
	Michael V. McDowell 11811 N Tatum Blvd Ste 1030 Phoenix, AZ 85028-1609 602-788-6217
California
	Joe Appolito Associated Securities Corp. 38131 Tandika Trl N Palm Desert, CA 92211-7084 760-200-1680
	Louis Barajas Louis Barajas, Wealth Planning 10330 Pioneer Blvd. Suite 250 Santa Fe Springs, CA 90670-8284 562-347-0070
	Linda A. Barlow FPA - Orange County Society 2700 N Main St Ste 850 Santa Ana, CA 92705-6676 714-953-1232
	David W. Bennett Total Financial Concepts 4695 Macarthur Ct Ste 1000 Newport Beach, CA 92660-1865 949-225-9314
	John T. Blankinship Blankinship & Foster, LLC 420 Stevens Ave Ste 250 Solana Beach, CA 92075-2079 858-755-5166
	Percy Ermon Bolton Percy E Bolton Associates Inc. 1127 E Green St Pasadena, CA 91106-2505 626-737-7140 (3)
	Troy B. Daum Wealth Analytics 12520 High Bluff Dr Ste 385 San Diego, CA 92130-3013 858-794-2100
	Georgene M. Grattan Grattan Financial Strategies I 8814 Huntington Dr San Gabriel, CA 91775-1271 626-451-0840
	Nancy Langdon Jones 103 Cornell Avenue Claremont, CA 91711-4602 909-985-5550
	S. Timothy Kochis Kochis Fitz 60 Spear St Ste 1100 San Francisco, CA 94105-1599 415-341-8160
	John S. Longstaff Beechwood Wealth Advisors, LLC 215 W. Fallbrook Ave Suite 121 Fresno, CA 93711-5881 559-320-8200 ()
	Matthew J. Lum VIDA Wealth Partners 200 E. Carrillo Street Suite 302 Santa Barbara, CA 93101-7142 805-962-8455
	Richard P. Moran Moran, Kimura & Heising, LLC 21250 Hawthorne blvd #560 Torrance, CA 90503-5507 310-406-3080 (304)
	Roy Panelli Retirement Solutions 1436 Grand Ave San Rafael, CA 94901-2235 415-456-3490
	Karl H. Romero Karl H Romero & Associates Inc 1585 E 17th St Santa Ana, CA 92705-8506 714-547-8787
	Roger T. Smith Planned Solutions, Inc. 9833 Horn Road Suite E Sacramento, CA 95827-1945 916-361-0100
	Barbara Lynn Steinmetz Steinmetz Financial Planning 1840 Gateway Drive Ste 200 San Mateo, CA 94404-4029 650-401-3800
	Richard J. Venegas 345 W 9th Ave Ste 100 Escondido, CA 92025-5055 760-746-6800
	Robert E. Wacker R E Wacker Associates 973 Higuera St Ste A San Luis Obispo, CA 93401-3614 805-541-1308 (11)
	Robert E. Wacker R E Wacker Associates PO Box 15615 San Luis Obispo, CA 93406-5615 805-541-1308 (11)
	Mark Wilson The Tarbox Group, Inc. 500 Newport Center Dr Ste 500 Newport Beach, CA 92660-7005 949-721-2330
	Josephine N. Wong Merrill Lynch 333 Middlefield Rd Menlo Park, CA 94025-3552 650-473-7818
Colorado
	Alice G. Bullwinkle Capital Investment Counsel, In 210 University Blvd Ste. 550 Denver, CO 80206-4620 303-329-9000
	Joel B. Javer Sharkey Howes & Javer 720 S Colorado Blvd Ste 600 South Tower Denver, CO 80246-1904 303-639-5100
	Susan H. O'Grady EQUIPOISE Wealth Management, I 1805 South Bellaire Street Suite 340 Denver, CO 80222-4317 303-765-4422 (223)
Connecticut
	Barbara A. Comer Comer & Greak Finl Consultants 75 Stevenson Rd New Haven, CT 06515-2435 802-362-5400
	Vern C. Hayden Hayden Financial Group 830 Post Rd E Suite 102 Westport, CT 06880-5222 203-454-3377
	C. Henry Lucas Arbitration Services 1006 South Main Street Plantsville, CT 06479-1681 860-620-0383
	C. Henry Lucas Arbitration Services 1006 S Main St Plantsville, CT 06479-1681 860-620-0383
District of Columbia
	Paul Juergensen Merrill Lynch 555 12th St NW Ste 750N Washington, DC 20004-1200 202-434-4712
Florida
	Mari B. Adam Adam Financial Associates Inc 2424 N. Federal Highway Ste 369 Boca Raton, FL 33431-7781 561-417-0001
	Ronald W. Allen Institute For Financial Studie 601 West State Street Jacksonville, FL 32202-4774 904-632-3272
	Kathryn N. Bickford Trinity Advisors, LLC 5961 Golden Oaks Ln Naples, FL 34119-1215 239-641-7574
	Barry M. Freedman Freedman Financial 8541 Fairway Bend Dr Fort Myers, FL 33912-5515 978-531-8108
	Gilberto F. Grana Wealth Solutions Group Inc 2843 Pembroke Road Hollywood, FL 33020-5649 954-241-2150
	Gilberto F. Grana Wealth Solutions Group Inc 999 Ponce De Leon Blvd Ste 1045 Coral Gables, FL 33134-3057 954-241-2150
	Daniel B. Moisand Moisand Fitzgerald Tamayo, LLC 6767 N Wickham Rd Ste 400 Melbourne, FL 32940-2025 321-253-5400
	Edward J. Santos Santos Associates-Accountants 1961 N W 150th STREET SUITE # 104 (SIDE ACCESS) PEMBROKE PINES, FL 33028-2876 954-437-1040
	Marianne Shine Shine Financial Inc 1191 E Newport Center Dr Ste 107 Deerfield Beach, FL 33442-7736 954-428-4007
	Randolph J. Shine Shine Financial Inc 1191 E Newport Center Dr Ste 107 Deerfield Beach, FL 33442-7736 954-428-4007
Georgia
	Jack C. Harmon Harmon Financial Advisors Inc 115 Perimeter Center Pl NE Ste 1190 Atlanta, GA 30346-1238 770-394-5225
	Elizabeth W. Jetton RTD Financial Advisors Two Ravinia Drive Suite 820 Atlanta, GA 30346-2104 800-893-4725
	Jonathan Sard Sard Wealth Management Group, 1100 Johnson Ferry Rd NE Ste 695 Atlanta, GA 30342-1709 404-843-4483
Illinois
	David J. Gordon Wells Fargo Advisors, LLC 500 Lake Cook Rd Ste 100 Deerfield, IL 60015-4922 847-572-4307
	Martin F. Kurtz The Planning Center 1701 River Drive Suite 300 Moline, IL 61265-1384 309-797-4030
Indiana
	Elaine E. Bedel Bedel Financial Consulting 9190 Priority Way West Dr Ste 120 Indianapolis, IN 46240-1437 317-843-1358
Kansas
	Richard W. Stumpf Financial Benefits Inc 3500 N Rock Rd Bldg 300 Wichita, KS 67226-1341 316-315-0147
Kentucky
	Todd W. Reed Bottom Line Services 486 Helton St Williamstown, KY 41097-3526 859-824-7800
Louisiana
	Scott E. Bordelon FIM Advisors PO Box 1723 Covington, LA 70434-1723 985-893-1440 (109)
	Scott E. Bordelon FIM Advisors 72108 Ramos Ave Ste D Covington, LA 70433-8861 985-893-1440 (109)
	William R. Pomeroy The Shobe Financial Group 8280 Ymca Plaza Dr Bldg 4 One Oak Square Baton Rouge, LA 70810-0927 225-291-0343
Massachusetts
	Gayle H. Buff Buff Capital Management 111 Hyde St Newton, MA 02461-1237 617-641-2377
	Daniel J. Candura PennyTree Advisers LLC PO Box 850343 Braintree, MA 02185-0343 781-626-0888
	Barry M. Freedman Freedman Financial 8 Essex Center Drive Peabody, MA 01960-2959 978-531-8108
	Robert J. Glovsky Mintz Levin Financial Advisors 1 Financial Ctr Boston, MA 02111-2621 617-348-1802
	Spring B. Leonard SBL Financial Enterprises 57 Main St Norfolk, MA 02056-1416 508-520-1144
	Debra Alyse Neiman Neiman & Associates Financial Services, LLC 22 Mill Street Suite 303 Arlington, MA 02476-4744 781-641-5700
	Richard A. Robb Capital Management Partners, L 187 Lake Street Peabody, MA 01960-4721 978-535-8989
Maryland
	Carlos R. Vasquez New York Life Securities 6901 Rockledge Dr Ste 800 Bethesda, MD 20817-1867 301-214-6739
Maine
	Samuel P. Hull Riverbank Consultants, LLC 33 Darcy's Run Arundel, ME 04046-8548 207-985-2482
Michigan
	Joseph G. Budd Budd, Melone & Co. Financial Consulting Group 3121 University Drive Suite 180 Auburn Hills, MI 48326 248-499-8704
	Donald Ray Haas Haas Financial Services Inc 1323 Fairway Dr Birmingham, MI 48009-1807 248-645-1638
	James M. Knaus Global Wealth Advisors LLC 200 E. Big Beaver Troy, MI 48083-1208 248-457-4555
	Louis J. Melone Budd, Melone & Company 3121 University Dr Ste 180 Auburn Hills, MI 48326-4607 248-499-8704
	Frances E. Twiddy Frances Twiddy Associates 22811 Greater Mack Ave Ste 110 Saint Clair Shores, MI 48080-2053 586-888-8200
Minnesota
	Roger C. Kruse FFP Wealth Management 11375 Robinson Drive Ste 210 Coon Rapids, MN 55433-2699 763-231-2760 (3)
	Ross Levin Accredited Investors Inc 5200 West 73rd Street Edina, MN 55439-2203 952-841-2222
Missouri
	M. Eileen Dorsey Money Consultants Inc 7420 Williamsburg Colonial Ln Saint Louis, MO 63119-4444 314-963-9813
	J. Daniel Sabio 10411 Clayton Rd Ste 210 Saint Louis, MO 63131-2912 314-432-8668
Mississippi
	Dudley M. Barnes Barnes Pettey Financial Adviso 252 Sunflower Ave Clarksdale, MS 38614-4221 662-627-2225 (1)
North Carolina
	James Eugene Corlett Ameriprise Financial Advisors 950 Graves Street Ste G Kernersville, NC 27284-3246 336-996-1730
	John K. Martin Wells Fargo 380 Knollwood St, Suite 600 Winston Salem, NC 27103-1861 336-727-4221
	Clifton N. McIntire Morgan Keegan Company 6805 Morrison Blvd Ste 350 Charlotte, NC 28211-3575 704-442-4706
	Michael K. McMahan IPS Financial Services Corp d/ 1209 E Garrison Blvd Gastonia, NC 28054-5115 704-865-2900 (106)
	Gerald A. Townsend Townsend Asset Management 5120 Bur Oak Cir Raleigh, NC 27612-3101 919-782-9689
New Jersey
	Diahann W. Lassus Lassus Wherley 1 Academy St New Providence, NJ 07974-1842 908-464-0102
	Saul M. Simon Simon Financial Group 399 Thornall Street 12th Floor Edison, NJ 08837-2236 732-623-2070
	George D. Weinstock Atrium Advisory Group Inc 400 Kelby Street 6th Floor Fort Lee, NJ 07024-2938 201-592-2537
New York
	Lisa D. Goldstein Albemarle Partners 404 East 66th Street Suite 3N New York, NY 10065-9310 212-734-5657
	Walter Gowens Prudential Vanguard 405 Central Park W New York, NY 10025-4848 212-749-9000
	Charles G. Hughes C G Hughes Company LLC 21 Maple Ave Bay Shore, NY 11706-8752 631-665-7881
	Frank S. Lucia Ameriprise Financial Services, Inc. 31 Lewis St. Suite 403 Binghamton, NY 13901 607-238-1822
	Ian D. Quan-Soon IQ Financial Services, Inc. 3 Hanover Sq New York, NY 10004-2612 212-344-8337
	Francis Michael Zovistoski UHY Advisors NY, Inc. 66 State St Albany, NY 12207-2545 518-449-3166 (5916)
Ohio
	James L. Budros Budros Ruhlin & Roe Inc 1650 Lake Shore Dr Ste 150 Columbus, OH 43204-4942 614-481-6900 (127)
	William Michael Guthrie National City - Private Client 1965 East 6th Street Locator 01-3062 Cleveland, OH 44114-2226 216-222-3184
	Ralph W. Lunt TheRetirementPeople.com 37271 Colorado Ave. Avon, OH 44011-1527 440-537-1469
	Fareed Siddiq Morgan Stanley Smith Barney 31099 Chagrin Blvd. 3rd Floor Pepper Pike, OH 44124-5959 216-360-4901
Oregon
	Marilyn R. Bergen CMC Advisers LLC PO Box 69468 Portland, OR 97239-0468 503-227-5284
	Marilyn R. Bergen CMC Advisers LLC PO Box 69468 Portland, OR 97239-0468 503-227-5284
	Charles P. Jones The H Group Inc 3395 SW Garden View Ave Portland, OR 97225-3547 503-291-1313
	Deborah L. Thomas Silver Oak Advisory Group 1130 SW Morrison St Ste 610 Portland, OR 97205-2217 503-242-1715
Pennsylvania
	Ellen W. Fairbanks MD & A Financial Management CO 1001 E Entry Dr Pittsburgh, PA 15216-2943 412-571-3174
	Arnold H. Graf NEBSCO Financial Services 4107 Meadow Lane Newtown Square, PA 19073-1611 610-322-5596
	Louis P. Stanasolovich Legend Financial Advisors, Inc 5700 Corporate Dr Ste 350 Pittsburgh, PA 15237-5856 412-635-9210
Rhode Island
	Daniel Gerard Corrigan Corrigan Financial Inc 747 Aquidneck Ave Middletown, RI 02842-7265 401-849-9313
	Michael T. Ryan Professional Planning Group Professional Planning Group 9 Granite St. Westerly, RI 02891-2207 401-596-2800
South Carolina
	Kyra H. Morris Morris Financial Concepts 107 Pitt St Mount Pleasant, SC 29464-5318 843-884-6192
Tennessee
	William B. Howard William Howard & Co Financial Advisors, Inc. 6410 Poplar Ave Ste 330 International Place II Memphis, TN 38119-4839 901-761-5068
	Lovella Stoll Richardson Richardson Financial Services 7706 Hodges Ferry Rd Knoxville, TN 37920-9798 865-577-6084
	Charles Sims The Sims Financial Group, Inc 855 Ridge Lake Blvd., Suite 303 Memphis, TN 38120-9438 901-682-2410
Texas
	Jude R. L. Barcenas BFG Financial Benefits Inc./Centaurus Financial, Inc. 1400 Preston Road Suite 400 Plano, TX 75093-5189 214-265-8178
	Sam Gott Sam Gott, Certified Financial 11107 Wurzbach Ste 405 San Antonio, TX 78230-2570 210-849-7772
	Vickie L. Hampton Texas Tech University Dept of MEDCE Lubbock, TX 79409-1162 806-742-5050 (227)
	Vickie L. Hampton Texas Tech University PO Box 41210 Broadway and Akron Steet, COHS 260 Lubbock, TX 79409-1210 806-742-5050 (227)
	W. Ryan Poindexter M.D. Financial Services 4600 Post Oak Place Suite 108 Houston, TX 77027 713-966-3930
	Aaron William Rumfelt U.S. Trust 500 W 7th St Ste 1300 Fort Worth, TX 76102-4744 817-390-6961
	James A. Shields KW Newsome Group 3300 S Gessner Rd Ste 251 Houston, TX 77063-5197 713-780-4160
Utah
	Bruce R. Brittain Plan B Philantropy PO Box 983 Highland, UT 84003-0983 801-830-9004
Virginia
	Glen J. Buco West Financial Services Inc 1355 Beverly Rd Ste 250 McLean, VA 22101-3649 703-847-2500
	Pamela Greifeld Shortal Harris SBSB 8180 Greensboro Dr Ste 1000 McLean, VA 22102-3860 703-734-4646
Vermont
	Barbara A. Comer Comer & Greak Finl Consultants PO Box 2247 Manchester Center, VT 05255-2247 802-362-5400
Washington
	Michael W. Boone MWBoone & Associates 777 - 108th Ave NE Ste 2230 Bellevue, WA 98004-5146 425-462-6406

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