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Defined Contribution
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
California
Joe  Appolito
Associated Securities Corp.
38131 Tandika Trl N
Palm Desert, CA 92211-7084
760-200-1680
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)
Stephen A. Bonick
Tax And Financial Planning Ass
315 S Beverly Drive
Suite 301
Beverly Hills , CA 90212-4309
310-282-8187
Stephen A. Bonick
Tax And Financial Planning Ass
350 N Crescent Dr
Apt 309
Beverly Hills, CA 90210-4881
310-282-8187
Georgene M. Grattan
Grattan Financial Strategies I
8814 Huntington Dr
San Gabriel, CA 91775-1271
626-451-0840
S. Timothy Kochis
Kochis Fitz
60 Spear St
Ste 1100
San Francisco, CA 94105-1599
415-341-8160
Matthew J. Lum
VIDA Wealth Partners
200 E. Carrillo Street
Suite 302
Santa Barbara, CA 93101-7142
805-962-8455
Roy  Panelli
Retirement Solutions
1436 Grand Ave
San Rafael, CA 94901-2235
415-456-3490
Roger T. Smith
Planned Solutions, Inc.
9833 Horn Road
Suite E
Sacramento, CA 95827-1945
916-361-0100
Nigel Brian Taylor
Taylor & Associates
915 3rd St
Apt 208
Santa Monica, CA 90403-2502
310-260-1126
Maureen M. Tsu
Professional Financial Advisor
30240 Rancho Viejo Rd
Ste A
San Juan Capistrano, CA 92675-1515
949-493-5900
Mark  Wilson
The Tarbox Group, Inc.
500 Newport Center Dr
Ste 500
Newport Beach, CA 92660-7005
949-721-2330
Colorado
Joel B. Javer
Sharkey Howes & Javer
720 S Colorado Blvd
Ste 600 South Tower
Denver, CO 80246-1904
303-639-5100
Grace C. Wellwerts
Rocky Mountain Planning Group, Inc
48 E Beaver Creek Blvd
Ste 308
Avon, CO 18620
970-949-9281
Grace C. Wellwerts
Rocky Mountain Planning Group, Inc
PO Box 2882
48 E Beavercreek Blvd, Ste 308
Avon, CO 81620-2882
970-949-9281
Connecticut
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
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
Conrad  Santiago
Ameriprise Financial Services,
719 Peachtree Rd
Suite 100
Orlando, FL 32804-6821
407-206-7477
Georgia
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
Diane R. Maloney
Beacon Financial Planning Serv
15409 S. Route 59
Plainfield, IL 60544-2691
815-577-0029
Joel M. Weiner
Professional Training Services
579 N 1st Bank Dr
Ste 150
Palatine, IL 60067-8102
847-705-3838
Kansas
Richard W. Stumpf
Financial Benefits Inc
3500 N Rock Rd
Bldg 300
Wichita, KS 67226-1341
316-315-0147
Massachusetts
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
Michigan
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
Missouri
M. Eileen Dorsey
Money Consultants Inc
7420 Williamsburg Colonial Ln
Saint Louis, MO 63119-4444
314-963-9813
Mississippi
Dudley M. Barnes
Barnes Pettey Financial Adviso
252 Sunflower Ave
Clarksdale, MS 38614-4221
662-627-2225 (1)
North Carolina
Michael K. McMahan
IPS Financial Services Corp d/
1209 E Garrison Blvd
Gastonia, NC 28054-5115
704-865-2900 (106)
New Jersey
Harold E. Foster
Financial Supermarkets Inc
PO Box 3066
Paterson, NJ 07509-3066
973-427-0065
Harold E. Foster
Financial Supermarkets Inc
PO Box 3066
Paterson, NJ 07509-3066
973-427-0065
George D. Weinstock
Atrium Advisory Group Inc
400 Kelby Street
6th Floor
Fort Lee, NJ 07024-2938
201-592-2537
New York
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)
Ralph W. Lunt
TheRetirementPeople.com
37271 Colorado Ave.
Avon, OH 44011-1527
440-537-1469
Elisabeth C. Plax
Plax & Associates Finl Service
3690 ORANGE PL
Suite 370
BEACHWOOD, OH BEACHWOOD
216-514-3300
Fareed  Siddiq
Morgan Stanley Smith Barney
31099 Chagrin Blvd.
3rd Floor
Pepper Pike, OH 44124-5959
216-360-4901
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
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
Texas
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
James A. Shields
KW Newsome Group
3300 S Gessner Rd
Ste 251
Houston, TX 77063-5197
713-780-4160
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