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High Net Worth 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
Arizona
Afolabi C. Odejimi
The ODYSSEY Group, LLC
4545 N 36th St
Ste 212
Phoenix, AZ 85018-3474
602-954-9213
California
John T. Blankinship
Blankinship & Foster, LLC
420 Stevens Ave Ste 250
Solana Beach, CA 92075-2079
858-755-5166
Stephen A. Bonick
Tax And Financial Planning Ass
350 N Crescent Dr
Apt 309
Beverly Hills, CA 90210-4881
310-282-8187
Stephen A. Bonick
Tax And Financial Planning Ass
315 S Beverly Drive
Suite 301
Beverly Hills , CA 90212-4309
310-282-8187
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
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
Richard P. Moran
Moran, Kimura & Heising, LLC
21250 Hawthorne blvd #560
Torrance, CA 90503-5507
310-406-3080 (304)
Karl H. Romero
Karl H Romero & Associates Inc
1585 E 17th St
Santa Ana, CA 92705-8506
714-547-8787
Barbara Lynn Steinmetz
Steinmetz Financial Planning
1840 Gateway Drive
Ste 200
San Mateo, CA 94404-4029
650-401-3800
Laura Ann Tarbox
The Tarbox Group, Inc.
500 Newport Center Dr
Ste 500
Newport Beach, CA 92660-7005
949-721-2330
Nigel Brian Taylor
Taylor & Associates
915 3rd St
Apt 208
Santa Monica, CA 90403-2502
310-260-1126
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
Jeffrey Dawson Hill
LPL Financial Services Inc
3801 E Florida Ave
Ste 610
Denver, CO 80210-2544
303-300-0206
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
Florida
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
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
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
Gwendolyn  Kirkland
Kirkland Turnbo & Associates
4747 Lincoln Mall Dr
Ste 602
Matteson, IL 60443-3817
708-481-8787
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
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
D. Randolph Waesche
Resource Management Inc
3330 West Esplanade Ave
Ste 509
Metairie, LA 70002-1652
504-833-5378
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
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
Maine
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
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
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
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
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 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
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
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
Ohio
James L. Budros
Budros Ruhlin & Roe Inc
1650 Lake Shore Dr
Ste 150
Columbus, OH 43204-4942
614-481-6900 (127)
Peter Haas Calfee
Calfee Financial Advisors, Inc
1188 Bell Rd
Ste 201
Chagrin Falls, OH 44022-6101
440-557-5203
William Michael Guthrie
National City - Private Client
1965 East 6th Street
Locator 01-3062
Cleveland, OH 44114-2226
216-222-3184
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
Kathleen J. Kee
Pacific Investment Advisors
1211 SW 5th Ave
Ste 1050
Portland, OR 97204-3705
503-221-7535
Pennsylvania
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
Louis P. Stanasolovich
Legend Financial Advisors, Inc
5700 Corporate Dr
Ste 350
Pittsburgh, PA 15237-5856
412-635-9210
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)
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)
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
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
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
Washington
Michael W. Boone
MWBoone & Associates
777 - 108th Ave NE
Ste 2230
Bellevue, WA 98004-5146
425-462-6406
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