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Asset Allocation/Protection
Arkansas
Fredrick E. Adkins
The Arkansas Financial Group I
1001 N University Ave
Suite 200
Little Rock, AR 72207-6368
501-376-9051
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
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)
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)
Eric S. Ng
ENG Financial Corp.
3020 El Cerrito Plaza
Ste 111
El Cerrito, CA 94530-4011
510-235-5775
Roy  Panelli
Retirement Solutions
1436 Grand Ave
San Rafael, CA 94901-2235
415-456-3490
Raymond F. Rivas
LPL Financial
697 Menlo Avenue
Unit A
Menlo Park, CA 94025-4701
650-306-0606
Karl H. Romero
Karl H Romero & Associates Inc
1585 E 17th St
Santa Ana, CA 92705-8506
714-547-8787
Josephine N. Wong
Merrill Lynch
333 Middlefield Rd
Menlo Park, CA 94025-3552
650-473-7818
Benjamin W. Wong
Financial Telesis Inc.
7011 Koll Center Parkway
Suite 260
Pleasanton, CA 94566-3139
925-227-8858
Colorado
Alice G. Bullwinkle
Capital Investment Counsel, In
210 University Blvd
Ste. 550
Denver, CO 80206-4620
303-329-9000
James E. Dobbs
Dobbs Wealth Management Group, LLC
711 Summerwood Drive
Golden, CO 80401-9277
720-224-1530
Joel B. Javer
Sharkey Howes & Javer
720 S Colorado Blvd
Ste 600 South Tower
Denver, CO 80246-1904
303-639-5100
Mark Joseph Smith
M J SMITH AND ASSOCIATES
9635 Maroon Cir
Ste 230
Englewood, CO 80112-5927
303-768-0007 (300)
Grace C. Wellwerts
Rocky Mountain Planning Group, Inc
PO Box 2882
48 E Beavercreek Blvd, Ste 308
Avon, CO 81620-2882
970-949-9281
Grace C. Wellwerts
Rocky Mountain Planning Group, Inc
48 E Beaver Creek Blvd
Ste 308
Avon, CO 18620
970-949-9281
Connecticut
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
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
Harold R. Evensky
Evensky & Katz Wealth Management
241 Sevilla Ave
Ste 902
Coral Gables, FL 33134-6619
305-448-8882
Harold R. Evensky
Evensky & Katz Wealth Management
2333 Ponce De Leon Blvd
Penthouse
Coral Gables, FL 33134-5407
305-448-8882
Barry M. Freedman
Freedman Financial
8541 Fairway Bend Dr
Fort Myers, FL 33912-5515
978-531-8108
Daniel B. Moisand
Moisand Fitzgerald Tamayo, LLC
6767 N Wickham Rd
Ste 400
Melbourne, FL 32940-2025
321-253-5400
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
Illinois
David J. Gordon
Wells Fargo Advisors, LLC
500 Lake Cook Rd Ste 100
Deerfield, IL 60015-4922
847-572-4307
Gwendolyn  Kirkland
Kirkland Turnbo & Associates
4747 Lincoln Mall Dr
Ste 602
Matteson, IL 60443-3817
708-481-8787
Martin F. Kurtz
The Planning Center
1701 River Drive
Suite 300
Moline, IL 61265-1384
309-797-4030
Steven B. Weinstein
Altair Advisers LLC
303 W Madison St
Ste 600
Chicago, IL 60606-3323
312-429-3013
Indiana
Elaine E. Bedel
Bedel Financial Consulting
9190 Priority Way West Dr
Ste 120
Indianapolis, IN 46240-1437
317-843-1358
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)
Massachusetts
Gayle H. Buff
Buff Capital Management
111 Hyde St
Newton, MA 02461-1237
617-641-2377
Herbert Karl Daroff
Baystate Financial Services
699 Boylston St
Ste 1400
Boston, MA 02116-4814
617-585-4502
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
Richard A. Robb
Capital Management Partners, L
187 Lake Street
Peabody, MA 01960-4721
978-535-8989
Maine
Samuel P. Hull
Riverbank Consultants, LLC
33 Darcy's Run
Arundel, ME 04046-8548
207-985-2482
Barry L. Kohler
BDMP Wealth Management
100 Middle St
Portland, ME 04101-7120
207-541-2307
Michigan
Joseph G. Budd
Budd, Melone & Co. Financial Consulting Group
3121 University Drive
Suite 180
Auburn Hills, MI 48326
248-499-8704
Marilyn Capelli Dimitroff
Capelli Financial Services Inc
40950 Woodward Ave
Ste 140
Bloomfield Hills, MI 48304-5124
248-594-9282
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
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
Jeffrey T. Buckner
Plancorp Inc
540 Maryville Center Drive
Suite 105
St. Louis, MO 63141-5829
636-532-7824
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
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)
James M. Richardson
Ameriprise Financial Advisors
3720 Benson Dr
Raleigh, NC 27609-7321
919-874-0024 (101)
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
George F. Leupold
Leupold Finl Plng Associates I
1902 Fairfax Ave
Cherry Hill, NJ 08003-2007
856-424-2233
Saul M. Simon
Simon Financial Group
399 Thornall Street 12th Floor
Edison, NJ 08837-2236
732-623-2070
New Mexico
Virginia M.K. Stanley
REDW Stanley Financial Advisor
PO Box 26718
Albuquerque, NM 87125-6718
505-998-3216
New York
Anne C. Chernish
Anchor Capital Management, LLC
315 Taughannock Blvd
Ithaca, NY 14850-3230
607-272-0004 (12)
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
Jill M. Peetluk Feinstein
PO Box 122
Northport, NY 11768-0122
631-390-5505
Jill M. Peetluk Feinstein
PO Box 122
Northport, NY 11768-0122
631-390-5505
Ian D. Quan-Soon
IQ Financial Services, Inc.
3 Hanover Sq
New York, NY 10004-2612
212-344-8337
Ohio
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
Larry  Waller
Waller Financial Planning Grp
941 Chatham Ln
Ste 212
Columbus, OH 43221-2416
614-457-7026
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
Kathleen J. Kee
Pacific Investment Advisors
1211 SW 5th Ave
Ste 1050
Portland, OR 97204-3705
503-221-7535
Deborah L. Thomas
Silver Oak Advisory Group
1130 SW Morrison St
Ste 610
Portland, OR 97205-2217
503-242-1715
Pennsylvania
Louis P. Stanasolovich
Legend Financial Advisors, Inc
5700 Corporate Dr
Ste 350
Pittsburgh, PA 15237-5856
412-635-9210
Richard J. Volpe
Asset Planning Services, Ltd.
162 Main St
P.O. Box 164
Harleysville, PA 19438-2513
215-256-4600
Rhode Island
Daniel Gerard Corrigan
Corrigan Financial Inc
747 Aquidneck Ave
Middletown, RI 02842-7265
401-849-9313
Thomas Patrick Langdon
Roger Williams University Gabe
One Old Ferry Road
Bristol, RI 02809-2923
401-254-5356
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
Texas
Bill E. Carter
Carter Financial Management
12222 Merit Dr
Ste 1800
Dallas, TX 75251-3296
214-363-4200
Sam  Gott
Sam Gott, Certified Financial
11107 Wurzbach
Ste 405
San Antonio, TX 78230-2570
210-849-7772
Bryan  Lee
Strategic Financial Planning, Inc.
6513 Preston Rd.
Ste. 100
Plano, TX 75024-2692
972-403-1234 (1)
John H. McDonald
Austin Asset Management
7200 N. Mopac Expy.
Ste 315
Austin, TX 78731-3267
512-453-6622
Doyle R. Pendleton
Doyle R. Pendleton and Associa
3000 Joe Dimaggio Blvd.
Ste 8
Round Rock, TX 78664-3989
512-506-9777
W. Ryan Poindexter
M.D. Financial Services
4600 Post Oak Place
Suite 108
Houston, TX 77027
713-966-3930
Matthew T. Reading
MTR Consulting
1411 West Ave
Ste 100
Austin, TX 78701-1537
512-474-6288
Utah
James W. Barlow
Financial Network Investment C
2317 North Hill Field Road
Ste 102
Layton, UT 84041-4782
801-773-1644
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
Patricia P. Houlihan
Houlihan Financial Resource Gr
11911 Freedom Dr
Ste 580
Reston, VA 20190-5629
703-796-0800
Pamela Greifeld Shortal
Harris SBSB
8180 Greensboro Dr
Ste 1000
McLean, VA 22102-3860
703-734-4646
Washington
Michael W. Boone
MWBoone & Associates
777 - 108th Ave NE
Ste 2230
Bellevue, WA 98004-5146
425-462-6406
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