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Small/Family Business Owners/Entrepreneurs and Financial Planning
Arizona
Gene  Baynes
G Baynes & Associates
2941 E. Sherri Court
Gilbert, AZ 85296-8869
480-722-1997
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
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
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
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
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
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
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
Marilyn S. Steinmetz
Mutual Service Associates
30 Tower Ln
Avon, CT 06001-4231
860-674-2466
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
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
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
Randolph J. Shine
Shine Financial Inc
1191 E Newport Center Dr
Ste 107
Deerfield Beach, FL 33442-7736
954-428-4007
Georgia
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
Benjamin G. Baldwin
Baldwin Financial Systems LLC
2148 N Lake Shore Cir
Arlington Heights, IL 60004-7201
847-870-1645
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
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
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)
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
Barry M. Freedman
Freedman Financial
8 Essex Center Drive
Peabody, MA 01960-2959
978-531-8108
Richard A. Robb
Capital Management Partners, L
187 Lake Street
Peabody, MA 01960-4721
978-535-8989
Maine
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
Louis J. Melone
Budd, Melone & Company
3121 University Dr Ste 180
Auburn Hills, MI 48326-4607
248-499-8704
Frances E. Twiddy
Frances Twiddy Associates
22811 Greater Mack Ave
Ste 110
Saint Clair Shores, MI 48080-2053
586-888-8200
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
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
Mississippi
Dudley M. Barnes
Barnes Pettey Financial Adviso
252 Sunflower Ave
Clarksdale, MS 38614-4221
662-627-2225 (1)
North Carolina
James Eugene Corlett
Ameriprise Financial Advisors
950 Graves Street
Ste G
Kernersville, NC 27284-3246
336-996-1730
Gerald A. Townsend
Townsend Asset Management
5120 Bur Oak Cir
Raleigh, NC 27612-3101
919-782-9689
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
Anne C. Chernish
Anchor Capital Management, LLC
315 Taughannock Blvd
Ithaca, NY 14850-3230
607-272-0004 (12)
Walter  Gowens
Prudential Vanguard
405 Central Park W
New York, NY 10025-4848
212-749-9000
Ian D. Quan-Soon
IQ Financial Services, Inc.
3 Hanover Sq
New York, NY 10004-2612
212-344-8337
Ohio
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
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
Rhode Island
Thomas Patrick Langdon
Roger Williams University Gabe
One Old Ferry Road
Bristol, RI 02809-2923
401-254-5356
Texas
Jude R. L. Barcenas
BFG Financial Benefits Inc./Centaurus Financial, Inc.
1400 Preston Road
Suite 400
Plano, TX 75093-5189
214-265-8178
David H. Diesslin
Diesslin & Associates
303 Main St
Second Floor
Fort Worth, TX 76102-4067
817-332-6122 (216)
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
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
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
Washington
Michael W. Boone
MWBoone & Associates
777 - 108th Ave NE
Ste 2230
Bellevue, WA 98004-5146
425-462-6406
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