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Investment 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
	Michael V. McDowell 11811 N Tatum Blvd Ste 1030 Phoenix, AZ 85028-1609 602-788-6217
	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
	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
	David W. Bennett Total Financial Concepts 4695 Macarthur Ct Ste 1000 Newport Beach, CA 92660-1865 949-225-9314
	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)
	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
	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)
	Roy Panelli Retirement Solutions 1436 Grand Ave San Rafael, CA 94901-2235 415-456-3490
	Karl H. Romero Karl H Romero & Associates Inc 1585 E 17th St Santa Ana, CA 92705-8506 714-547-8787
	Laura Ann Tarbox The Tarbox Group, Inc. 500 Newport Center Dr Ste 500 Newport Beach, CA 92660-7005 949-721-2330
	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
	Mark Wilson The Tarbox Group, Inc. 500 Newport Center Dr Ste 500 Newport Beach, CA 92660-7005 949-721-2330
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
	Jeffrey Dawson Hill LPL Financial Services Inc 3801 E Florida Ave Ste 610 Denver, CO 80210-2544 303-300-0206
	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
	C. Henry Lucas Arbitration Services 1006 S Main St Plantsville, CT 06479-1681 860-620-0383
	C. Henry Lucas Arbitration Services 1006 South Main Street 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
	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
	Kathleen P. Day The Enrichment Group 7355 SW 87th Ave Ste 300 Miami, FL 33173-3565 305-274-1600
	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
	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
	Deena B. Katz Texas Tech University 2333 Ponce De Leon Blvd Ste 1100 Coral Gables, FL 33134-5434 806-742-5050 (237)
	Daniel B. Moisand Moisand Fitzgerald Tamayo, LLC 6767 N Wickham Rd Ste 400 Melbourne, FL 32940-2025 321-253-5400
	Marianne Shine Shine Financial Inc 1191 E Newport Center Dr Ste 107 Deerfield Beach, FL 33442-7736 954-428-4007
	Randolph J. 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
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
	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
	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
	Kent E. Anthony First Group Insurance 136 S Broadway Ave Sterling, KS 67579-2133 620-278-2191
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
	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
	Debra Alyse Neiman Neiman & Associates Financial Services, LLC 22 Mill Street Suite 303 Arlington, MA 02476-4744 781-641-5700
	Richard A. Robb Capital Management Partners, L 187 Lake Street Peabody, MA 01960-4721 978-535-8989
Maryland
	James M. Robinson Pruco Securities & Prudential 4920 Elm St Bethesda, MD 20814-2924 301-351-8108
	Louis J. Schwarz Schwarz Financial Services LLC 4405 East-West Highway Ste 502 Bethesda, MD 20814-4536 866-926-9690
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
	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)
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
	Clifton N. McIntire Morgan Keegan Company 6805 Morrison Blvd Ste 350 Charlotte, NC 28211-3575 704-442-4706
	James M. Richardson Ameriprise Financial Advisors 3720 Benson Dr Raleigh, NC 27609-7321 919-874-0024 (101)
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
	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
	Andrew M. Rich Rich Advisory Corp 130 Northern Pkwy W Plainview, NY 11803-1900 516-433-0828
	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)
	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
	Elisabeth C. Plax Plax & Associates Finl Service 3690 ORANGE PL Suite 370 BEACHWOOD, OH BEACHWOOD 216-514-3300
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
Pennsylvania
	Ellen W. Fairbanks MD & A Financial Management CO 1001 E Entry Dr Pittsburgh, PA 15216-2943 412-571-3174
	Diane M. Pearson Legend Financial Advisors Inc 5700 Corporate Dr Ste 350 Pittsburgh, PA 15237-5856 412-635-9210 (120)
	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
	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
	Lovella Stoll Richardson Richardson Financial Services 7706 Hodges Ferry Rd Knoxville, TN 37920-9798 865-577-6084
	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
	Janet I. Briaud Briaud Financial Planning Inc 4444 Carter Creek Pkwy Ste 110 Bryan, TX 77802-4468 979-260-9771
	David H. Diesslin Diesslin & Associates 303 Main St Second Floor Fort Worth, TX 76102-4067 817-332-6122 (216)
	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
	W. Ryan Poindexter M.D. Financial Services 4600 Post Oak Place Suite 108 Houston, TX 77027 713-966-3930
	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
	Eleanor K.H. Blayney Directions, LLC 7230 Aynsley Lane Mc Lean, VA 22102-2919 703-624-5568
	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
Washington
	Michael W. Boone MWBoone & Associates 777 - 108th Ave NE Ste 2230 Bellevue, WA 98004-5146 425-462-6406

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