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General Financial Planning
Alabama
Stewart H. Welch
The Welch Group
3940 Montclair Rd
Fifth Floor
Birmingham, AL 35213-2427
205-879-5001 (316)
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
Afolabi C. Odejimi
The ODYSSEY Group, LLC
4545 N 36th St
Ste 212
Phoenix, AZ 85018-3474
602-954-9213
California
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
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)
Cecelia Wynette Fairfax
Tax Plus Financial Services, I
6373 Brockton Ave
Riverside, CA 92506-2033
951-688-1800
Nancy Langdon Jones
103 Cornell Avenue
Claremont, CA 91711-4602
909-985-5550
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
Barbara Lynn Steinmetz
Steinmetz Financial Planning
1840 Gateway Drive
Ste 200
San Mateo, CA 94404-4029
650-401-3800
Maureen M. Tsu
Professional Financial Advisor
30240 Rancho Viejo Rd
Ste A
San Juan Capistrano, CA 92675-1515
949-493-5900
Richard J. Venegas
345 W 9th Ave Ste 100
Escondido, CA 92025-5055
760-746-6800
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
David A. Livran
Merrill Lynch
200 Josephine Street
Denver, CO 80206-4710
720-941-2141
Susan H. O'Grady
EQUIPOISE Wealth Management, I
1805 South Bellaire Street
Suite 340
Denver, CO 80222-4317
303-765-4422 (223)
Mark Joseph Smith
M J SMITH AND ASSOCIATES
9635 Maroon Cir
Ste 230
Englewood, CO 80112-5927
303-768-0007 (300)
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
Marilyn S. Steinmetz
Mutual Service Associates
30 Tower Ln
Avon, CT 06001-4231
860-674-2466
District of Columbia
Paul  Juergensen
Merrill Lynch
555 12th St NW
Ste 750N
Washington, DC 20004-1200
202-434-4712
Florida
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
Deena B. Katz
Texas Tech University
2333 Ponce De Leon Blvd
Ste 1100
Coral Gables, FL 33134-5434
806-742-5050 (237)
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
Benjamin A. Tobias
Tobias Financial Advisors
1000 S Pine Island Rd Ste 250
Royal Palm Plaza
Plantation, FL 33324-3910
954-424-1660
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
Hawaii
Roberta  Lee-Driscoll
1001 Bishop St
Ste 1345
Honolulu, HI 96813-3408
808-524-6823
Illinois
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
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
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
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
Todd W. Reed
Bottom Line Services
486 Helton St
Williamstown, KY 41097-3526
859-824-7800
Louisiana
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
Daniel J. Candura
PennyTree Advisers LLC
PO Box 850343
Braintree, MA 02185-0343
781-626-0888
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
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
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
J. Daniel Sabio
10411 Clayton Rd
Ste 210
Saint Louis, MO 63131-2912
314-432-8668
Montana
Stephen R. Hample
Financial Planning Associates, LLC
300 N Willson Ave
Ste 202B
Bozeman, MT 59715-3551
406-587-4300
North Carolina
John K. Martin
Wells Fargo
380 Knollwood St, Suite 600
Winston Salem, NC 27103-1861
336-727-4221
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
New York
Alimi A. Banjoko
The Organic Capital Group Inc
5306 Church Ave
Brooklyn, NY 11203-3609
718-495-7400
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
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
Francis Michael Zovistoski
UHY Advisors NY, Inc.
66 State St
Albany, NY 12207-2545
518-449-3166 (5916)
Ohio
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
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
Jeanne A. Robinson
Marshall Financial Group
33 W Court St
Doylestown, PA 18901-4210
215-348-9393
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
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
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)
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
Aaron William Rumfelt
U.S. Trust
500 W 7th St
Ste 1300
Fort Worth, TX 76102-4744
817-390-6961
Viktor  Szucs
Quest Capital Management Inc
8235 Douglas Ave
Ste 500
Dallas, TX 75225-6005
214-691-6090
Virginia
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
Vermont
Barbara A. Comer
Comer & Greak Finl Consultants
PO Box 2247
Manchester Center, VT 05255-2247
802-362-5400
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