Phoenix/Scottsdale, ArizonaZachary Mason, CDFAVerus Capital Partners, LLC |
NEWPORT BEACH, CALIFORNIAJ Douglas MoranThe Moran Group |
SACRAMENTO, CALIFORNIALeah H. Schug, CDFAMorgan Stanley Wealth Management |
SAN DIEGO, CALIFORNIAArlyne Brown, CDFAMorgan Stanley Wealth Management |
SAN FRANCISCO, CALIFORNIAMichelle Fait, CDFASatori Financial, LLC |
SANTA BARBARA, CALIFORNIAHannah Buschbom, CFP, CDFAAmeriflex Financial Services |
WESTLAKE VILLAGE, CALIFORNIAKathy Costas, CDFAFMB Wealth Management |
FORT COLLINS, COLORADONancy A. Hazelrigg, CFA, CDFAWaddell & Reed, Inc. |
HARTFORD, CONNECTICUTTimothy D. Nihill, CFP, CDFAMerrill Lynch Wealth Management |
TAMPA BAY, FLORIDAWilliam G. Sanders, CFP, CDFA, CRPSDivorce Financial Management, LLC |
ATLANTA, GEORGIANiv Persaud, CFP, CDFA, CRPCTransition Planning & Guidance™, LLC |
|
HIGHLAND, INDIANAMarya Carey Pleasant, CFP, CDFAFirst Midwest Bank |
BETHESDA / CHEVY CHASE, MARYLANDJoseph Connor, CRPC, CDFAConnor Capital Management |
EAST LONGMEADOW, MASSACHUSETTSMichael Briggs, CDFAHorizon Investment Management Group |
WELLESLEY, MASSACHUSETTSTimothy D. Nihill, CDFAMerrill Lynch Wealth Management |
BELMONT, MICHIGANJeffery Nauta, CFA, CFP, CAIA, CDFAHenrickson Nauta Wealth Advisors |
TROY, MICHIGANAngela Zangarola, MBA, CDFANational Institutions Division |
RENO, NEVADALeah H. Schug, CDFAMorgan Stanley Wealth Management |
|
Charlotte, North CarolinaCandace Cline, CFP, CDFAUBS Financial Services, Inc. |
Greensboro, North CarolinaKimberly Marriott, CFP, CDFA, CRPCMerrill Lynch Wealth Management |
WESTFIELD, NEW JERSEYMariella Foley, CDFARoundTable Wealth Management |
WESTCHESTER (WHITE PLAINS), NEW YORKMargaret Patrick, CFP, CDFAMerrill Lynch Wealth Management |
PORTLAND, OREGONElizabeth Hutchison, CPA, CDFAAKT Wealth Advisors, LP |
PHILADELPHIA, PENNSYLVANIAJosh Rothbard, CDFASecure Planning Group, LLC |
PITTSBURGH, PENNSYLVANIADonna Kline, MBA, CDFAHBKS Wealth Advisors |
WAYNE, PENNSYLVANIARegina McCann Hess, CFP, CDFAForge Wealth Management |
KNOXVILLE, TENNESSEEWilliam M. Morris, Sr., CDFAMorris Financial Group |
|
MCKINNEY, TEXAS (DALLAS/FORTH WORTH)Daniel Bruns, CDFAMerrill Lynch Wealth Management |
|
ST. ALBERT, ALBERTAHolly Brady, CFP, CDFA, RCPProspera Solutions |
|
Vancouver, British ColumbiaGreg Phillips, CIM, FMA
|
|
Toronto, OntarioEva Sachs, CFP, CDFAEva Sachs Divorce Financial Consulting |