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Trust Planning
Alabama
Stewart H. Welch
The Welch Group
3940 Montclair Rd
Fifth Floor
Birmingham, AL 35213-2427
205-879-5001 (316)
California
Raymond F. Rivas
LPL Financial
697 Menlo Avenue
Unit A
Menlo Park, CA 94025-4701
650-306-0606
Colorado
Joel B. Javer
Sharkey Howes & Javer
720 S Colorado Blvd
Ste 600 South Tower
Denver, CO 80246-1904
303-639-5100
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
Florida
Mari B. Adam
Adam Financial Associates Inc
2424 N. Federal Highway
Ste 369
Boca Raton, FL 33431-7781
561-417-0001
Kathleen P. Day
The Enrichment Group
7355 SW 87th Ave
Ste 300
Miami, FL 33173-3565
305-274-1600
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
Randolph J. Shine
Shine Financial Inc
1191 E Newport Center Dr
Ste 107
Deerfield Beach, FL 33442-7736
954-428-4007
Georgia
Donna G. Barwick
BNYMellon Wealth Management
3290 Northside Dr NW
Ste 950
Atlanta, GA 30327-2273
678-538-2027
Hawaii
Roberta  Lee-Driscoll
1001 Bishop St
Ste 1345
Honolulu, HI 96813-3408
808-524-6823
Illinois
John Brewster Ohle
John B Ohle III P.C.
P.O. Box 8260
Northfield, IL 60093-8260
312-832-2600
Indiana
Noel W. Reitmeister
Wells Fargo Advisors LLC
1477 E 83rd Ave
Merrillville, IN 46410-6307
219-738-6430
Kansas
Richard W. Stumpf
Financial Benefits Inc
3500 N Rock Rd
Bldg 300
Wichita, KS 67226-1341
316-315-0147
Massachusetts
Robert J. Glovsky
Mintz Levin Financial Advisors
1 Financial Ctr
Boston, MA 02111-2621
617-348-1802
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
Maine
Barry L. Kohler
BDMP Wealth Management
100 Middle St
Portland, ME 04101-7120
207-541-2307
I. Richard Ploss
Preti, Flaherty, Beliveau & Pachios, LLP
One City Center
PO Box 9546
Portland, ME 04101-6420
908-791-3074
Michigan
Marilyn Capelli Dimitroff
Capelli Financial Services Inc
40950 Woodward Ave
Ste 140
Bloomfield Hills, MI 48304-5124
248-594-9282
Gregory (Phil) P. Zepeda
Ann Arbor Ctr for Financial Svcs LLC
2229 Packard St Ste 3
Ann Arbor, MI 48104-6394
734-662-5599
Montana
Stephen R. Hample
Financial Planning Associates, LLC
300 N Willson Ave
Ste 202B
Bozeman, MT 59715-3551
406-587-4300
New Jersey
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
Charles G. Hughes
C G Hughes Company LLC
21 Maple Ave
Bay Shore, NY 11706-8752
631-665-7881
Pennsylvania
Arnold H. Graf
NEBSCO Financial Services
4107 Meadow Lane
Newtown Square, PA 19073-1611
610-322-5596
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
John H. McDonald
Austin Asset Management
7200 N. Mopac Expy.
Ste 315
Austin, TX 78731-3267
512-453-6622
Virginia
Eleanor K.H. Blayney
Directions, LLC
7230 Aynsley Lane
Mc Lean, VA 22102-2919
703-624-5568
Glen J. Buco
West Financial Services Inc
1355 Beverly Rd
Ste 250
McLean, VA 22101-3649
703-847-2500
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