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Mutual Fund Evaluation
Alabama
Stewart H. Welch
The Welch Group
3940 Montclair Rd
Fifth Floor
Birmingham, AL 35213-2427
205-879-5001 (316)
Arizona
Michael V. McDowell
11811 N Tatum Blvd
Ste 1030
Phoenix, AZ 85028-1609
602-788-6217
California
Joe  Appolito
Associated Securities Corp.
38131 Tandika Trl N
Palm Desert, CA 92211-7084
760-200-1680
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
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
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)
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
Karl H. Romero
Karl H Romero & Associates Inc
1585 E 17th St
Santa Ana, CA 92705-8506
714-547-8787
Roger T. Smith
Planned Solutions, Inc.
9833 Horn Road
Suite E
Sacramento, CA 95827-1945
916-361-0100
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
Joel B. Javer
Sharkey Howes & Javer
720 S Colorado Blvd
Ste 600 South Tower
Denver, CO 80246-1904
303-639-5100
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 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
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
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
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
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
Kansas
Kent E. Anthony
First Group Insurance
136 S Broadway Ave
Sterling, KS 67579-2133
620-278-2191
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
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
Maryland
James M. Robinson
Pruco Securities & Prudential
4920 Elm St
Bethesda, MD 20814-2924
301-351-8108
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
Donald Ray Haas
Haas Financial Services Inc
1323 Fairway Dr
Birmingham, MI 48009-1807
248-645-1638
Minnesota
Ross  Levin
Accredited Investors Inc
5200 West 73rd Street
Edina, MN 55439-2203
952-841-2222
Mississippi
Dudley M. Barnes
Barnes Pettey Financial Adviso
252 Sunflower Ave
Clarksdale, MS 38614-4221
662-627-2225 (1)
North Carolina
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
New York
Charles G. Hughes
C G Hughes Company LLC
21 Maple Ave
Bay Shore, NY 11706-8752
631-665-7881
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
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
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
Lovella Stoll Richardson
Richardson Financial Services
7706 Hodges Ferry Rd
Knoxville, TN 37920-9798
865-577-6084
Texas
Jude R. L. Barcenas
BFG Financial Benefits Inc./Centaurus Financial, Inc.
1400 Preston Road
Suite 400
Plano, TX 75093-5189
214-265-8178
Bryan  Lee
Strategic Financial Planning, Inc.
6513 Preston Rd.
Ste. 100
Plano, TX 75024-2692
972-403-1234 (1)
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
Virginia
Eleanor K.H. Blayney
Directions, LLC
7230 Aynsley Lane
Mc Lean, VA 22102-2919
703-624-5568
Vermont
Barbara A. Comer
Comer & Greak Finl Consultants
PO Box 2247
Manchester Center, VT 05255-2247
802-362-5400
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