♞Brian Smith | Birmingham | brian.smith@ironlegacyadvisors.com

♞ John Findley | Scottsdale | john.findley@mymodernwealthpartners.com 

Jordan Findley | Scottsdale | jordan.findley@mymodernwealthpartners.com

♞Rick Shaw | Scottsdale | rick.shaw@osaicfa.com 

♞Rod Acord | Fairfield | Rod.acord@acordandfong.com

Abiel Acosta | Oxnard | abiel.acosta@ourprospera.com

Akira Abderrahman | La Jolla | akira.abderrahman@shorelightwg.com

♞David Almeida | Oxnard, Santa Barbara | david.almeida@belaywp.com

Samantha Balboni | San Ramon | samantha.balboni@romanawealth.com

♞Jeffrey Better | San Mateo | jeff@jeffbetter.com

Kevin Campbell | Irvine  | kevin.campbell@oakwoodwp.com

Jeffrey Chun | San Mateo | jeff.chun@mymodernwealthpartners.com

Frank Cockrell |Sacramento | Frank.cockrell@osiacfa.com

♞Phillip Cordano | Napa | phil@fusion-wa.com

♞Jeff Duncan | Irvine | jeff.duncan@vantagepag.com

♞Robert Duran | Irvine | roberto.duran@ourprospera.com

♞Scott Elardo | Irvine | scott.elardo@osaicfa.com

Duncan Eng | Campbell | duncan.eng@pwfpartners.com

♞Peter Falk | La Jolla | peter.falk@shorelightwg.com

Jack Farnstrom | San Francisco, San Jose, San Ramon | jack.farnstrom@mymodernwealthpartners.com 

♞Derek Ferriera | Campbell | derek.ferriera@ourprospera.com

♞Monte Fitch | Irvine | monte.fitch@vantagepag.com

♞Martin Fong | San Ramon | martin.fong@acordandfong.com

Greg Glunt | Sacramento | greg.glunt@rscenters.com

Dean Holmes | Los Alamitos | dean.holmes@oakwoodwp.com

♞Martin Johnson | San Ramon | martin.johnson@sagemark365.com

♞Raymond Jung| San Ramon | raymond@srjwealthstrategies.com

Mike Kish | Irvine | mike.kish@oakwoodwp.com

Daniel Koblin | Irvine | daniel.koblin@ccgadvisors.com

Kimberly Kuhlman-Thomas | Irvine | kim.thomas@freedompwa.com

Corrine LaFollette | San Clemente | corrine@enmeier.com

Gibran Le | Mission Viejo | gibran.le@acordandfong.com

Daniel Leo | Irvine | daniel.leo@ccgadvisors.com

♞Mike Lockwood | Irvine, Rohnert Park | mike.lockwood@oakwoodwp.com

Nick Lockwood | Irvine | nick.lockwood@oakwoodwp.com

♞Jeff Maas | Sacramento | jeff.maas@rscenters.com

Matthew Manskar | Irvine | matt.manskar@oakwoodwp.com

♞Larry Manuel | La Jolla | lmanuel@ca-wealthplanners.com

♞John Marshall | Glendale | john@mwserves.com

♞Christopher McClure | San Ramon | cmcclure@mcclurewa.com

♞Peter Morris | San Mateo | peter.morris@osaicfa.com

Derrick Nguyen | Irvine | derrick.nguyen@ourprospera.com

Kirk O'Brien | Santa Barbara | kirk.obrien@osaicfa.com

♞Peter Robertson | Irvine | peter.robertson@peakfinancialgroup.com

♞Richard Rojeck | La Jolla | richard.rojeck@osaicfa.com

Edward Rusnak | San Ramon | edward.rusnak@pwfpartners.com

♞Mark Sherin | Westlake Village | mark.sherin@osaicfa.com

Brandi Stahl | San Ramon | brandi.stahl@yourmvpartners.com

Robin Starr | San Mateo | rstarr@athenawealthstrategies.com

♞David Stone | Roseville | david.stone@sierraconsultinggroup.com

Derek Tuz | Irvine | derek@aegisfinancialpartners.com 

♞Stewart Viets | Napa | stu@fusion-wa.com

♞Peter Waldron | Alamo, San Francisco | peter@waldronpartners.com

Ryan Walls | La Jolla | ryan.walls@shorelightwg.com

Melanie Whitehead | Napa | melanie@fusion-wa.com

♞Dennis Williams | La Jolla | Dennis.Williams@ShorelightWG.com

Kaitlyn Zawada | San Mateo | kzawada@athenawealthstrategies.com

Tyler Bernard | Denver | tyler.bernard@gpsfinancialplanning.com

♞Brian Breitenwischer | Denver | brian.breitenwischer@osaicfa.com

♞Michael Cohen | Denver | michael.cohen@tnwmllc.com

Josh Medvidofsky | Denver | josh@mgfinancialadvisors.com

Stephanie Jordan | Denver | stephanie.jordan@ngwsadvisors.com

Derek Tuz | Boulder | derek@aegisfinancialpartners.com 

♞ Kelby Edwards | Ridgefield | kelby.edwards@osaicfa.com

♞Regina Beatty | Sarasota | regina.beatty@heritageconsultants.com

♞Thomas Bulloch | Naples | tbulloch@sagemarkpw.com

Jane Cruickshanks | Miami Lakes | Jane@jcmfinancialservices.com

♞Karen DeRose | Longboat Key | karen.derose@derosefpg.com

♞Tim Donovan | Stuart | tim.donovan@fwmgrp.com

♞Brian Gracie | Naples | brian.gracie@heritageconsultants.com

♞Gary Hager | Naples | gary@iwmco.com

Myrna Kassis | Sarasota | myrna@zedenfinancial.com

Jeff Marchitto | Coral Springs | jeff.marchitto@heritageconsultants.com 

Ross Meitin | Indialantic | ross.meitin@osaicfa.com 

♞Brendan O'Connor | Estero | brendan.oconnor@osaicfa.com

Steven Rosenstock | Oviedo | steven@rosenstockwm.com

♞Saul Simon | Boca Raton | saul@saulsimon.com

♞ Lei Wang | West Palm Beach | lei.wang@osaicfa.com

♞Roberto Duran | Honolulu | roberto.duran@OurProspera.com

Abiel Acosta | Honolulu | abiel.acosta@OurProspera.com

♞Derek Ferriera | Honolulu | derek.ferriera@OurProspera.com

♞Ryan Baker | Meridian | ryan@myopenadvisors.com

Jesse Woods | Meridian | jesse@myopenadvisors.com

♞Karen DeRose | Chicago | karen.derose@derosefpg.com

♞Christopher Fasano | Chicago | chris.fasano@spagwealth.com

Aaron Harkavy | Chicago | aaron.harkavy@osaicfa.com

Josh Markowitz | Chicago | josh.markowitz@tnlpg.com

♞Bill Schultz | Chicago | Bill.Schultz@spagwealth.com

♞Darrin Shallcross | Glen Ellyn | darrin@shallcrossfp.com

Robert Smith | Chicago | rob.smith@osaicfa.com

Jared Weinerman | Chicago | jared@impactfinplan.com 

Jason Blomgren | Clive | Jason@heartlandwealthgroup.com

♞Jeffrey Nelson | Overland Park | jeff.nelson@nelsonwealthplan.com

Nathan Key | Fort Mitchell | nkey@kmkfinancial.com

Mark Lindloff | Fort Mitchell | mark@lindloffwealth.com

Faith Arter | Boston | Faith@Arterfinancial.com

♞Jeff DeWald | Boston | Jeff@AgSuccession.com

Joseph Phillips | Boston | joseph.phillips@evergreenrps.com

♞Peter Raskin | Boston | peter.raskin@raskinplanning.com

♞Eric Bailey | Silver Spring | eric@baileywealthadvisors.com

Sarah Cicero | Ellicott City, Towson | sarah.cicero@stonebridgeadvisorsinc.com

♞Brent Fuchs | Preston | brent.fuchs@heritagecounsultants.com

♞Steve Goldberg | Annapolis, Ellicott City | steven.goldberg@CapitalwealthmanagementLLC.com

♞Brian Gracie | Hunt Valley | brian.gracie@heritageconsultants.com

John Layug | Hunt Valley | john.layug@mwateam.com 

♞John McCarthy | Hunt Valley | john.mccarthy@heritageconsultants.com

Kathie Okun | Pikesville | kokun@okunfinancialgroup.com 

Elizabeth Paal Goss | Hunt Valley | elizabeth.paalgoss@heritageconsultants.com

♞ Peter Sharpe | Germantown | peter.sharpe@heritageconsultants.com

♞Stacey Spedden- Irrgang | Hunt Valley | stacey.spedden@heritageconsultants.com

♞Thomas Spray-Fry | Hunt Valley | thomas.spray-fry@heritageconsultants.com 

♞Robert Stachura | Millersville | robert.stachura@stonebridgeadvisorsinc.com

Ross Ainley | Southfield | ross.ainley@osaicfa.com

John Bussa | Southfield | john.bussa@bussafinancialpartners.com

Mary Prebish | Southfield | mary.prebish@osaicfa.com

Jared Weinerman | Southfield | jared@impactfinplan.com

♞Richard Weinerman | Southfield | rick@impactfinplan.com

♞Anne Machesky | Edina | anne.machesky@osaicfa.com

♞Dianna Parker | Brandon | dianna.parker@woodlawnwealth.com

Stephen Serati | Chesterfield | sserati@milleniallc.com

Samantha Whitten | Chesterfield | sestrada@milleniallc.com

Dennis Williams | Lincoln | dennis.williams@shorelightwg.com

Josh Medvidofsky | Billings | josh@mgfinancialadvisors.com

♞Jeff DeWald | Grantham | Jeff@AgSuccession.com

♞Gerard Verbeek | Salem | gerard.verbeek@verbeekandassociates.com

♞Craig Bartlett | Paramus | craig.bartlett@wbd.group

♞Gary Hager | Red Bank | gary@iwmco.com

♞Stuart Hoch | Marlboro | stuart@thehochfg.com

♞Gary Katz | Paramus | gkatz@sagemarkpw.com

Andrew Leithe | Mt. Laurel | aleithe@sfcorps.com

♞Bruce Linger | Paramus, Iselin | bruce.linger@gfaretire.com

David Nader | Branchburg | david.nader@osaicfa.com

♞Marc Neumann | Collingswood | marc.neumann@lhplan.com 

Brendan O'Connor | Red Bank | brendan.oconnor@osaicfa.com

♞Daniel Prisciotta | Paramus | dan.prisciotta@priscofinancial.org

♞Saul Simon | Iselin | saul@saulsimon.com

♞Bruce Charleton | Rochester | Bruce@Creative-ws.com

♞Andrew Comins | Rochester | andrew.comins@osaicfa.com

James Honaker | Buffalo | james.honaker@askWON.com 

Luan Luguang | Pelham | luguang.luan@osaicfa.com

Michael Palumbos | Rochester | michael.palumbos@teamfwl.com

♞Robert Whitbeck | Rochester | robert.whitbeck@osaicfa.com

♞Charles DeKrafft II | Charlotte | chuck.dekrafft@rrphub.com

Daniel Randall | Raleigh | drandall@tcfnmail.com

♞ Brian Reynolds | Morrisville | brian.reynolds@riarwealth.com

Mitchell Bland | Columbus | mitch.bland@osaicfa.com

♞Jeremy DiTullio | Westlake | Jeremy.DiTullio@clevelandfg.com 

♞Michael George | Cincinnati | michael.george@tri-statefinancialgroup.com 

♞Patrick Giller | Columbus | pat.giller@pgfinancialpartners.com

♞Paul Gydosh | Columbus | paul.gydosh@kensingtonwealth.com

Tom Johnson | Columbus | tom.johnson@pgfinancialpartners.com

♞Joe Kosek | Cleveland | joseph.kosek@presidentswealth.com

Jeff Kosek | Cleveland | jeffrey.kosek@presidentswealth.com

Michael Metzger | Cincinnati | michael.metzger@tri-statefinancialgroup.com

Michelle Metzger | Cincinnati | michelle.metzger@tri-statefinancialgroup.com

♞Louis Moore | Cincinnati | lou@wealthstrongfinancial.com

♞James Schaffer | Orange Village | james.schaffer@waypointpt.com

John Schatz | Columbus | john.schatz@osaicfa.com

♞Kristen Sydney | Columbus | kristen.sydney@osaicfa.com

Turner Brantley | Eugene | turner@ascendplanners.com

James Maxon | Eugene | jimmy@ascendplanners.com

♞Tim Donovan | Pittsburg | tim.donovan@fwmgrp.com

David Hoffman| Bridgeville | david@justaboutwealth.com

♞John Kane | Exton | johnkane@delphiwmg.com

♞Doug Knable | Sewickley | doug.knable@fwmgrp.com

♞Ralph Linarelli | Sewickley | ralph.linarelli@fwmgrp.com

Donald McDade | New Alexandria | donald.mcdade@mosaicwealthconsulting.com

♞Kevin McDermott | Exton | kevinmcdermott@delphiwmg.com 

Tara McHugh-Hollister | Mechanicsburg | taramchugh@delphiwmg.com

♞Niki Mullinix | Canonsburg | niki.mullinix@astyrwealth.com

♞Guy Rossi | Blue Bell | grossi@nexusf.com

♞Emrich Stellar | Allentown | emrich@stellaradvisor.com

Ricky Stellar | Allentown | ricky@stellaradvisor.com

Jose Quinones | San Juan | jose@QFGfinancial.com

♞Timothy Johnson | Nashville | tim.johnson@woodlawnwealth.com

Wiley Moody | Nashville | wiley.moody@osaicfa.com

Ken Shipley | Knoxville | ken.shipley@stonebridgeadvisorsinc.com

♞Tim Anselmi |  Tomball | tim.anselmi@questawm.com

Nathan Harrison | Tomball | nathan.harrison@questawm.com

Maya Katzman | Plano | maya@symmetryws.com

Adam Lampe | Cypress | adam.lampe@mintwm.com

Paul O'Leary | Prosper | paul@kwsexecutivecomp.com

Ashish Patel | Houston | apatel@osaicwealth.com

Bill Porterfield | Colleyville | bill.porterfield@denali-wealth.com

Rob Sesich | El Paso | rob.sesich@osaicfa.com

E Lawrence Smith | Dallas | lawrence@elsvwm.com

♞J Todd Anderson | Salt Lake City | jtodd.anderson@osaicfa.com

♞Brett Jenson | Salt Lake City | bjenson@methodwealth.com

♞Brandon Nelson | Salt Lake City | brandon.nelson@osaicfa.com 

♞Mark Bronfman | Vienna | mark.bronfman@BOLDValue.com 

♞William Eastburn | Newport News | william.eastburn@eastburnawm.net

♞Arthur McGonigal Jr. | Vienna | art@heritageconsultants.com

♞Jonathan Muhlendorf | Virginia Beach | jon@envisionyourwealth.com

Jody Cooper Otterson | Virginia Beach | jody.cooperotterson@heritageconsultants.com

♞Pete Sharpe | Vienna | peter.sharpe@heritageconsultants.com

♞Mark Sherno | Vienna | mark.sherno@lswadviosrs.com

Shena Bartlett | Vancouver | shena@wbdpnw.com

Robin Starr | Washington D.C. | rstarr@athenawealthstrategies.com

Joanna Burish | Madison | joanna.burish@custerburish.com

♞Scott Dolven | Waukesha | scott.dolven@osaicfa.com

♞John Litscher | Madison | john.litscher@tcgwi.com

Paul Meyer | Appleton | paul@sagemark360.com

♞ Andrew Seaborg | Madson | andrew.seaborg@tcgwi.com

♞Amanda Branon | Casper | amanda@gannettpeakwealth.com