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Estate Planning
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
Gene  Baynes
G Baynes & Associates
2941 E. Sherri Court
Gilbert, AZ 85296-8869
480-722-1997
Afolabi C. Odejimi
The ODYSSEY Group, LLC
4545 N 36th St
Ste 212
Phoenix, AZ 85018-3474
602-954-9213
California
Joe  Appolito
Associated Securities Corp.
38131 Tandika Trl N
Palm Desert, CA 92211-7084
760-200-1680
Nancy Langdon Jones
103 Cornell Avenue
Claremont, CA 91711-4602
909-985-5550
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
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
Nigel Brian Taylor
Taylor & Associates
915 3rd St
Apt 208
Santa Monica, CA 90403-2502
310-260-1126
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)
Benjamin W. Wong
Financial Telesis Inc.
7011 Koll Center Parkway
Suite 260
Pleasanton, CA 94566-3139
925-227-8858
Colorado
Joel B. Javer
Sharkey Howes & Javer
720 S Colorado Blvd
Ste 600 South Tower
Denver, CO 80246-1904
303-639-5100
David A. Livran
Merrill Lynch
200 Josephine Street
Denver, CO 80206-4710
720-941-2141
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
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
Kathryn N. Bickford
Trinity Advisors, LLC
5961 Golden Oaks Ln
Naples, FL 34119-1215
239-641-7574
Kathleen P. Day
The Enrichment Group
7355 SW 87th Ave
Ste 300
Miami, FL 33173-3565
305-274-1600
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
Suzzette B. Rutherford
Rutherford Asset Planning Inc
5150 Tamiami Trl N
Ste 204
Naples, FL 34103-2818
239-261-3344
Georgia
Donna G. Barwick
BNYMellon Wealth Management
3290 Northside Dr NW
Ste 950
Atlanta, GA 30327-2273
678-538-2027
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
Hawaii
Roberta  Lee-Driscoll
1001 Bishop St
Ste 1345
Honolulu, HI 96813-3408
808-524-6823
Illinois
Diane R. Maloney
Beacon Financial Planning Serv
15409 S. Route 59
Plainfield, IL 60544-2691
815-577-0029
John Brewster Ohle
John B Ohle III P.C.
P.O. Box 8260
Northfield, IL 60093-8260
312-832-2600
Joel M. Weiner
Professional Training Services
579 N 1st Bank Dr
Ste 150
Palatine, IL 60067-8102
847-705-3838
Indiana
Elaine E. Bedel
Bedel Financial Consulting
9190 Priority Way West Dr
Ste 120
Indianapolis, IN 46240-1437
317-843-1358
Noel W. Reitmeister
Wells Fargo Advisors LLC
1477 E 83rd Ave
Merrillville, IN 46410-6307
219-738-6430
Kansas
Richard W. Stumpf
Financial Benefits Inc
3500 N Rock Rd
Bldg 300
Wichita, KS 67226-1341
316-315-0147
Kentucky
David K. Bohannon
Consultants Corner Inc
9 Bersheba Dr
Louisville, KY 40245-4903
502-241-4434
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
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
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
Barry L. Kohler
BDMP Wealth Management
100 Middle St
Portland, ME 04101-7120
207-541-2307
I. Richard Ploss
Preti, Flaherty, Beliveau & Pachios, LLP
One City Center
PO Box 9546
Portland, ME 04101-6420
908-791-3074
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
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
Gregory (Phil) P. Zepeda
Ann Arbor Ctr for Financial Svcs LLC
2229 Packard St Ste 3
Ann Arbor, MI 48104-6394
734-662-5599
Minnesota
Roger C. Kruse
FFP Wealth Management
11375 Robinson Drive
Ste 210
Coon Rapids, MN 55433-2699
763-231-2760 (3)
Willie J. Price
Mutual Service Corporation
3471 Siems Ct
Arden Hills, MN 55112-3639
651-636-0869
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
Mississippi
Dudley M. Barnes
Barnes Pettey Financial Adviso
252 Sunflower Ave
Clarksdale, MS 38614-4221
662-627-2225 (1)
Montana
Stephen R. Hample
Financial Planning Associates, LLC
300 N Willson Ave
Ste 202B
Bozeman, MT 59715-3551
406-587-4300
North Carolina
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
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 Mexico
Virginia M.K. Stanley
REDW Stanley Financial Advisor
PO Box 26718
Albuquerque, NM 87125-6718
505-998-3216
New York
Alimi A. Banjoko
The Organic Capital Group Inc
5306 Church Ave
Brooklyn, NY 11203-3609
718-495-7400
Anne C. Chernish
Anchor Capital Management, LLC
315 Taughannock Blvd
Ithaca, NY 14850-3230
607-272-0004 (12)
Lisa D. Goldstein
Albemarle Partners
404 East 66th Street
Suite 3N
New York, NY 10065-9310
212-734-5657
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)
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
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
Diane M. Pearson
Legend Financial Advisors Inc
5700 Corporate Dr
Ste 350
Pittsburgh, PA 15237-5856
412-635-9210 (120)
Jeanne A. Robinson
Marshall Financial Group
33 W Court St
Doylestown, PA 18901-4210
215-348-9393
Rhode Island
Thomas Patrick Langdon
Roger Williams University Gabe
One Old Ferry Road
Bristol, RI 02809-2923
401-254-5356
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
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
Bill E. Carter
Carter Financial Management
12222 Merit Dr
Ste 1800
Dallas, TX 75251-3296
214-363-4200
David H. Diesslin
Diesslin & Associates
303 Main St
Second Floor
Fort Worth, TX 76102-4067
817-332-6122 (216)
Alan  Goldfarb
Weaver Tidwell Wealth Management
12221 Merit Dr
Ste 1400
Dallas, TX 75251-2280
972-448-6971
Sam  Gott
Sam Gott, Certified Financial
11107 Wurzbach
Ste 405
San Antonio, TX 78230-2570
210-849-7772
Katherine L. Maxwell
Maxwell Financial Services, In
14673 Midway Rd
Ste 100
Addison, TX 75001-3174
972-991-7887
John H. McDonald
Austin Asset Management
7200 N. Mopac Expy.
Ste 315
Austin, TX 78731-3267
512-453-6622
W. Ryan Poindexter
M.D. Financial Services
4600 Post Oak Place
Suite 108
Houston, TX 77027
713-966-3930
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
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
Margaret Miller Welch
Sullivan Bruyette, Speros & Bl
8180 Greensboro Dr
Ste 1000
Mc Lean, VA 22102-3860
703-734-9300
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