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Laird Green
Abacus Planning Group
Greenville, SC
Laird@AbacusPlanningGroup.com
864.233.7770
www.abacusplanninggroup.com
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Cheryl Holland
Abacus Planning Group, Inc.
Columbia, SC
cheryl@abacusplanninggroup.com
803-933-0054
www.abacusplanninggroup.com
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Russell K. Achzet, CFP(r)
Achzet Family Enterprises, Inc.
Bonita Springs, FL
russ@achzet.com
239-947-3978
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Steven Kaye
AEPG Wealth Strategies
Watchung, NJ
skaye@aepg.com
908-757-5600
www.AEPG.com
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John Bird
Albion Financial Group
Salt Lake City, UT
jbird@albionfinancial.com
801-487-3700
www.albionfinancial.com
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Randy Sanada
Alliance Advisory & Securities
Westlake Village, CA
RJS@AEWealth.com
(805) 371-8020
http://www.allianceadvisory.com/
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Randall Sanada
Alliance Financial Group, Inc.
Westlake Village, CA
rsanada@allianceadvisory.com
805-371-8020
www.allianceadvisory.com
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Arthur Todd Doglione
Alpha Fiduciary
Phoenix, AZ
arthur@alphafiduciary.com
(480) 505-4035
http://www.alphafiduciary.com/
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Iris Dayoub
Alpha Financial Management, Inc.
Savannah, GA
Iris.Dayoub@Alpha-Sav.com
(912) 353-9343
http://www.alpha-sav.com
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Jerry White
American Financial Management Group
Berwyn, PA
whitej@afgifg.com
610-296-3393
afgifg.com
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Joseph Tombs
Amicus Financial Advisors LLP
Lubbock, TX
tombs@amicusadvisors.com
(888) 8AMICUS (826-4287)
www.amicusadvisors.com
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Robert Connell
Apex Financial Advisors, Inc.
Yardley, PA
RConnell@AFA-Inc.com
215-493-1900
http://afa-inc.com/
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Walter Sheffield
Armor Investment Advisors, LLC
Raleigh, NC
wsheffield@armorinvestmentadvisors.com
919-571-4382
www.armorinvestmentadvisors.com
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Richard J. Volpe
Asset Planning Services, Ltd.
Harleysville, PA
rick@assetplanningservices.com
215 256-4600
http://www.assetplanningservices.com
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Connie Brezik
Asset Strategies, Inc.
Casper, WY
connie@asset-strategies-inc.com
307-266-4525
www.asset-strategies-inc.com
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Alan Rothstein
Asset Strategies, Inc.
Avon, CT
alan@asset-strategies-inc.com
860-673-5500
http://www.asset-strategies-inc.com
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Don Trotter
Atlantic Asset Management
Overland Park, KS
dtrotter@atlanticasset.com
913-345-1114
www.atlanticasset.com
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Steve Palmer
Atwood & Palmer
Kansas City, MO
spalmer@atwoodpalmer.com
816-931-2266
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Gene Balliett
Balliett Financial Services, Inc.
Winter Park, FL
gene@balliettfs.com
800-624-8961
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Ronald G. Lecours
Bannon, Ohanesian & Lecours, Inc.
West Hartford, CT
rlecours@bol-investments.com
800-525-9295
www.bol-investments.com
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Todd Bauerle
Bauerle Financial, Inc.
,
todd@bauerlefinancial.com
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David Mayes
Bearing Point Wealth Partners, Inc.
Hampton, CT
David.Mayes@BearingPointWealth.com
(603) 926-1775
www.bearingpointwealth.com/
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Ronald Snyder
Benefit Strategies Group, LLC
Salt Lake City, UT
rsnyder@bsg-benefits.com
801-264-8887
www.bsg-benefits.com
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Mark Wesson
BMSS Wesson Wealth Solutions
Birmingham, AL
MWesson@BMSSWesson.com
205-982-5500
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Janet Briaud
Briaud Financial Planning, Inc.
College Station, TX
jbriaud@briaud.com
979-260-9771
www.briaud.com
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DeLynn Zell
Bridgeworth, LLC
Birmingham, AL
DeLynn@BridgeworthFinancial.com
205-208-8700
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Kurt Brouwer
Brouwer & Janachowski, LLC
Tiburon, CA
kbrouwer@fundmastery.com
415-435-8330
www.fundmastery.com
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Steve Janachowski
Brouwer & Janachowski, LLC
Tiburon, CA
sjanachowski@bandjadvisors.com
415-435-8330
www.fundmastery.com
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Jim Whiddon
Buckingham Asset Management
Dallas, TX
jwhiddon@bamadvisor.com
972-661-3355
http://buckinghamadvisor.com
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King Hurlock
Calvert Investment Counsel
Hunt Valley, MD
khurlock@calinv.com
410-435-3270
www.calvertinvestmentcounsel.com
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Brodie D. Barnes
Capital Group Insurance, Inc
Draper, UT
bbarnes@knoxcap.com
801-984-8000
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Donald Bolden
CapSouth Partners, Inc.
Dothan, AL
DBolden@CapSouthPartners.com
334-673-8600
www.CapSouthPartners.com
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John Appleby
CAPTRUST
Raleigh, NC
john.appleby@captrustadvisors.com
919-870-6822
www.captrustadvisors.com
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John S. Pullen
CAPTRUST Financial Advisors
Raleigh, NC
jpullen@CAPTRUSTAdvisors.com
919-833-1231
www.atlanticcap.com
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Gregory Carlson
Carlson Capital Management
Northfield, MN
Greg@CarlsonCap.com
(507) 645-8887
www.carlsoncap.com
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Justin Stets
Carlson Capital Management
Northfield, MN
Justin@CarlsonCap.com
(507) 645-8887
carlsoncap.com
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Jeffrey Carlson
Carlson Capital Management
Northfield, MN
jeff@carlsoncap.com
(507) 645-8887
www.carlsoncap.com
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Ron Carson
Carson Institutional Alliance
Omaha, NE
rcarson@carsonwealth.com
(888) 321-0808
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Aaron Schaben
Carson Institutional Alliance Private Trust
Omaha, NE
ASchaben@CarsonInstitutional.com
888-321-0808
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Sheila Chesney
Chesney & Company
Sheldon, SC
schesney@chesneyandcompany.com
888-426-2193
www.chesneyandcompany.com
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Mike Haggerty
CommunityAmerica Trust Services
Lenexa, KS
MHaggerty@CACU.com
913-905-3600
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Kenneth Hart
Cornerstone Advisors, Inc.
Bellevue, WA
kenh@buildbeyond.com
(425) 646-7600
www.buildbeyond.com
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Dennis Channer CPA CFP AEP
Cornerstone Investment Advisors LLC
Boulder, CO
dennis@cstoneinvest.com
303.545.5400
www.cstoneinvest.com
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David Darmour
Cornerstone Investment Advisors, LLC
Boulder, CO
dave@cstoneinvest.com
(303) 545-5400
cstoneinvest.com
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Jonathan Guyton
Cornerstone Wealth Advisors, Inc.
Edina, MN
jon@cornerstonewealthadvisors.com
952 920-3900
www.cornerstonewealthadvisors.com
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Greg Cozad
Cozad Asset Management, Inc.
Champaign, IL
greg@cozadassetmgmt.com
217-356-8363
www.cozadassetmgmt.com
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Jim Luffman
CPS Investment Advisors
Lakeland, FL
JLuffman@CPAlliance.com
(863) 688-1725
http://www.cpalliance.com
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John Robbins
DataPath
Little Rock, AR
jrobbinssr@dpath.com
501-296-9993
www.dpath.com
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Timothy Marchesi
DeMarche Associates, Inc.
Overland Park, KS
TMarchesi@DeMarche.com
(913) 384-4994
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David Diesslin
Diesslin & Associates Inc
Fort Worth, TX
dave@diesslin.com
817-332-6122
www.diesslin.com
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