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Professionals and Financial Planning
Arkansas
Fredrick E. Adkins
The Arkansas Financial Group I
1001 N University Ave
Suite 200
Little Rock, AR 72207-6368
501-376-9051
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
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)
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
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
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
Roger T. Smith
Planned Solutions, Inc.
9833 Horn Road
Suite E
Sacramento, CA 95827-1945
916-361-0100
Barbara Lynn Steinmetz
Steinmetz Financial Planning
1840 Gateway Drive
Ste 200
San Mateo, CA 94404-4029
650-401-3800
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)
Josephine N. Wong
Merrill Lynch
333 Middlefield Rd
Menlo Park, CA 94025-3552
650-473-7818
Colorado
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
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
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
Suzzette B. Rutherford
Rutherford Asset Planning Inc
5150 Tamiami Trl N
Ste 204
Naples, FL 34103-2818
239-261-3344
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
Georgia
Jonathan  Sard
Sard Wealth Management Group,
1100 Johnson Ferry Rd NE
Ste 695
Atlanta, GA 30342-1709
404-843-4483
Illinois
Robert A. Johnson
AXA Advisors, LLC.
1415 W 22nd St Ste 330
Oak Brook, IL 60523-2023
630-575-5014
Diane R. Maloney
Beacon Financial Planning Serv
15409 S. Route 59
Plainfield, IL 60544-2691
815-577-0029
Indiana
Noel W. Reitmeister
Wells Fargo Advisors LLC
1477 E 83rd Ave
Merrillville, IN 46410-6307
219-738-6430
Kentucky
David K. Bohannon
Consultants Corner Inc
9 Bersheba Dr
Louisville, KY 40245-4903
502-241-4434
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
Gayle H. Buff
Buff Capital Management
111 Hyde St
Newton, MA 02461-1237
617-641-2377
Daniel J. Candura
PennyTree Advisers LLC
PO Box 850343
Braintree, MA 02185-0343
781-626-0888
Barry M. Freedman
Freedman Financial
8 Essex Center Drive
Peabody, MA 01960-2959
978-531-8108
Raymond C. Julian
Winslow, Evans & Crocker
175 Federal St
Boston, MA 02110-2224
617-896-3565
Raymond C. Julian
Winslow, Evans & Crocker
1 Batterymarch Park
Ste 305
Quincy, MA 02169-7454
617-896-3565
Debra  Alyse Neiman
Neiman & Associates Financial Services, LLC
22 Mill Street
Suite 303
Arlington, MA 02476-4744
781-641-5700
Maryland
Louis J. Schwarz
Schwarz Financial Services LLC
4405 East-West Highway
Ste 502
Bethesda, MD 20814-4536
866-926-9690
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
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
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
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)
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
George F. Leupold
Leupold Finl Plng Associates I
1902 Fairfax Ave
Cherry Hill, NJ 08003-2007
856-424-2233
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
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
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
Kathleen J. Kee
Pacific Investment Advisors
1211 SW 5th Ave
Ste 1050
Portland, OR 97204-3705
503-221-7535
Pennsylvania
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
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
Jude R. L. Barcenas
BFG Financial Benefits Inc./Centaurus Financial, Inc.
1400 Preston Road
Suite 400
Plano, TX 75093-5189
214-265-8178
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
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
James A. Shields
KW Newsome Group
3300 S Gessner Rd
Ste 251
Houston, TX 77063-5197
713-780-4160
Viktor  Szucs
Quest Capital Management Inc
8235 Douglas Ave
Ste 500
Dallas, TX 75225-6005
214-691-6090
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
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