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Wealth Management
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
Arizona
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
Linda A. Barlow
FPA - Orange County Society
2700 N Main St
Ste 850
Santa Ana, CA 92705-6676
714-953-1232
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)
Stephen A. Bonick
Tax And Financial Planning Ass
315 S Beverly Drive
Suite 301
Beverly Hills , CA 90212-4309
310-282-8187
Stephen A. Bonick
Tax And Financial Planning Ass
350 N Crescent Dr
Apt 309
Beverly Hills, CA 90210-4881
310-282-8187
Troy B. Daum
Wealth Analytics
12520 High Bluff Dr
Ste 385
San Diego, CA 92130-3013
858-794-2100
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 ()
Richard P. Moran
Moran, Kimura & Heising, LLC
21250 Hawthorne blvd #560
Torrance, CA 90503-5507
310-406-3080 (304)
Karl H. Romero
Karl H Romero & Associates Inc
1585 E 17th St
Santa Ana, CA 92705-8506
714-547-8787
Barbara Lynn Steinmetz
Steinmetz Financial Planning
1840 Gateway Drive
Ste 200
San Mateo, CA 94404-4029
650-401-3800
Laura Ann Tarbox
The Tarbox Group, Inc.
500 Newport Center Dr
Ste 500
Newport Beach, CA 92660-7005
949-721-2330
Richard J. Venegas
345 W 9th Ave Ste 100
Escondido, CA 92025-5055
760-746-6800
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)
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
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
Susan H. O'Grady
EQUIPOISE Wealth Management, I
1805 South Bellaire Street
Suite 340
Denver, CO 80222-4317
303-765-4422 (223)
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
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
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
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
Benjamin A. Tobias
Tobias Financial Advisors
1000 S Pine Island Rd Ste 250
Royal Palm Plaza
Plantation, FL 33324-3910
954-424-1660
Georgia
Elizabeth W. Jetton
RTD Financial Advisors
Two Ravinia Drive
Suite 820
Atlanta, GA 30346-2104
800-893-4725
Illinois
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
Richard L. Bellmer
Deerfield Financial Advisors,
8440 Woodfield Crossing Blvd
Ste 360
Indianapolis, IN 46240-4346
317-469-2455
Kansas
Richard W. Stumpf
Financial Benefits Inc
3500 N Rock Rd
Bldg 300
Wichita, KS 67226-1341
316-315-0147
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)
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
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
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
Spring B. Leonard
SBL Financial Enterprises
57 Main St
Norfolk, MA 02056-1416
508-520-1144
Richard A. Robb
Capital Management Partners, L
187 Lake Street
Peabody, MA 01960-4721
978-535-8989
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
Donald Ray Haas
Haas Financial Services Inc
1323 Fairway Dr
Birmingham, MI 48009-1807
248-645-1638
Louis J. Melone
Budd, Melone & Company
3121 University Dr Ste 180
Auburn Hills, MI 48326-4607
248-499-8704
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
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
Gerald A. Townsend
Townsend Asset Management
5120 Bur Oak Cir
Raleigh, NC 27612-3101
919-782-9689
New Jersey
Harold E. Foster
Financial Supermarkets Inc
PO Box 3066
Paterson, NJ 07509-3066
973-427-0065
Harold E. Foster
Financial Supermarkets Inc
PO Box 3066
Paterson, NJ 07509-3066
973-427-0065
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
Anne C. Chernish
Anchor Capital Management, LLC
315 Taughannock Blvd
Ithaca, NY 14850-3230
607-272-0004 (12)
Ian D. Quan-Soon
IQ Financial Services, Inc.
3 Hanover Sq
New York, NY 10004-2612
212-344-8337
Ohio
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
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
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
Arnold H. Graf
NEBSCO Financial Services
4107 Meadow Lane
Newtown Square, PA 19073-1611
610-322-5596
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
Daniel Gerard Corrigan
Corrigan Financial Inc
747 Aquidneck Ave
Middletown, RI 02842-7265
401-849-9313
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
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
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
John H. McDonald
Austin Asset Management
7200 N. Mopac Expy.
Ste 315
Austin, TX 78731-3267
512-453-6622
Aaron William Rumfelt
U.S. Trust
500 W 7th St
Ste 1300
Fort Worth, TX 76102-4744
817-390-6961
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
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
Pamela Greifeld Shortal
Harris SBSB
8180 Greensboro Dr
Ste 1000
McLean, VA 22102-3860
703-734-4646
Washington
Michael W. Boone
MWBoone & Associates
777 - 108th Ave NE
Ste 2230
Bellevue, WA 98004-5146
425-462-6406
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