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Member Directory Search Result
A Growing Roster of Members, Growing the Industry
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Accordia Life
Des Moines, IA |
AIG (American International Group)
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AIG (American International Group)
New York, NY |
AIG American General Life Companies
Houston, TX |
AIG Life & Retirement
Woodland Hills, CA |
AIG VALIC (Variable Annuity Life Insurance Company)
Houston, TX |
Allianz Life Insurance Company
Minneapolis, MN |
Allstate Insurance Company
Lincoln, NE |
American Equity Investment Life Insurance Co.
West Des Moines, IA |
American Life Insurance Company
Wilmington, DE |
American National Insurance Company (ANICO)
Galveston, TX |
American United Life Insurance
Indianapolis, IN |
Annuity Investors Life Insurance
Cincinnati, OH |
Athene Annuity & Life Assurance Company
West Des Moines, IA |
AXA Equitable Life Insurance Company
New York, NY |
Brighthouse Financial
Charlotte, NC |
Colorado Bankers Life Insurance Co
Durham, NC |
Commonwealth Annuity & Life Insurance
Southborough, MA |
EquiTrust Life Insurance Company
West Des Moines, IA |
FBL Financial Group-Farm Bureau Life
West Des Moines, IA |
Fidelity Investments Life Insurance Company
Boston, MA |
First MetLife Investors Insurance Company
New York, NY |
Genworth Financial
Lynchburg, VA |
Global Atlantic Financial Company
Houston, TX |
Global Atlantic Financial Group
Hartford, CT |
Global Atlantic Financial Group
New York, NY |
Global Atlantic Life & Annuity
Southborough, MA |
Global Bankers Insurance Group, LLC
Durham, NC |
Great American Insurance Group
Cincinnati, OH |
Guardian Insurance & Annuity Co.
New York, NY |
Guggenheim Life and Annuity Company
Indianapolis, IN |
Integrity Life Insurance Company
Cincinnati, OH |
Jackson National Life Insurance Co.
Franklin, TN |
Lafayette Life Insurance Company
Cincinnati, OH |
Liberty Mutual Group
Boston, MA |
Lincoln Financial Group
Radnor, PA |
MassMutual Financial Group
Springfield, MA |
MetLife Investors Insurance Company
Tampa, FL |
Midland National Life Insurance Co.
West Des Moines, IA |
Minnesota Life Insurance Company
St. Paul, MN |
Monumental Life Insurance Company
Cedar Rapids, IA |
National Integrity Life Insurance Company
Goshen, NY |
Nationwide Advisory Solutions
Louisville, KY |
Nationwide Financial
Columbus, OH |
Nationwide Retirement Institute
Avon, CT |
New England Life Insurance Company
Boston, MA |
New York Life Insurance Company
New York, NY |
OneAmerica Financial Partners, Inc.
Indianapolis, IN |
Pacific Life Insurance Company
Newport Beach, CA |
Penn Mutual Life Insurance Company
Horsham, PA |
Principal Financial Group
Des Moines, IA |
Protective Life Insurance Company
Cincinnati, OH |
Prudential Financial
Shelton, CT |
Prudential Insurance Company of America
Newark, NJ |
Sammons Financial Group
West Des Moines, IA |
Security Benefit
Topeka, KS |
State Farm Life Insurance Company
Bloomington, IL |
Symetra Financial
Bellevue, WA |
Thrivent Financial
Minneapolis, MN |
Transamerica / AEGON
Cedar Rapids, IA |
Western & Southern Financial Group
Cincinnati, OH |
Western & Southern Life
Cincinnati, OH |
Western Reserve Life
Columbus, OH |
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Distributor and Bank Members
1 on 1 Financial
Upland, CA |
Abridge Partners
Spokane, WA |
Achaean Financial
Lake Forest, IL |
Addison Avenue Investment Services
Fort Collins, CO |
Adducci Financial
Naperville, IL |
Advanced Financial Group Inc
Traverse City, MI |
AdvisorNet
Minneapolis, MN |
AGH Wealth Advisors
Wichita, KS |
AIG Capital Services
Jersey City , NJ |
AIG Financial Distributors
Woodland Hills, CA |
Allegiance Marketing Group
West Palm Beach, FL |
Allgood Financial Advisory
Bogart, GA |
Alliance Benefit Group of Illinois
Peoria, IL |
Allianz Life Financial Services, LLC
Minneapolis, MN |
American Funds Distributors
Indianapolis, IN |
American Investment Services
Saint Paul, MN |
American National Bank of Texas
Rockwall, TX |
American Wealth Management
Reno, NV |
Ann Arbor Annuity Exchange
Ann Arbor, MI |
Arbol Financial Strategies, LLC
Norwalk, CT |
Arbor Lakes Wealth Management, Inc.
Lisle, IL |
Arch Financial Group
Boca Raton, FL |
Ash Brokerage Corp.
Fort Wayne, IN |
Asset & Income Management
Manasquan, NJ |
Asset Plan Partners
Newport Beach, CA |
Associated Securities Corp.
El Segundo, CA |
Astorino Financial Group
Fairfield, NJ |
Atlas Private Wealth Advisors
Matawan, NJ |
ATS Advanced Trustee Strategies
San Diego , CA |
ATS Wealth Strategist
San Diego, CA |
AXA Distributors
New York, NY |
B.Riley Wealth Management
Memphis, TN |
Bank of America Merrill Lynch
Jacksonville, FL |
Bankers Life Insurance Company
Chicago, IL |
Barber Financial Group
Lenexa, KS |
Barkman Financial Consultants
Glenmont, NY |
Barr Financial
Buffalo Grove, IL |
Bastion Financial Group
Burnsville, MN |
Bay Financial Associates LLC
Waltham, MA |
Bell Financial Group
Frisco, TX |
Benemark Wealth Management
St. Petersburg, FL |
Benjamin F. Edwards
St. Louis, MO |
Blank Financial Group
New York, NY |
Blue Heron Financial Group
Annapolis, MD |
Bluestone Financial Solutions
Harrisonburg, VA |
Booth Financial Associates
Norwalk, CT |
Boston Partners Financial Group
Andover, MA |
Bouchard & Associates
Fredericksburg, VA |
Bowen Group
Idaho Falls, ID |
Breden Financial Group
Glen Carbon, IL |
Brentwood Advisors, LLC
Bethel Park, PA |
Bridge Financial Services
Bowling Green, KY |
Brightpeak Financial
Minneapolis, MN |
BriteLine Wealth Management Group
Fullerton, CA |
brokersXpress, LLC
Chicago, IL |
Bruno Strategic Wealth Management, Inc.
Orcutt, CA |
Bryant Group, Inc.
Saint Louis, MO |
Bukaty Retirement Services
Leawood, KS |
Buscemi Wealth Management
San Juan Capistrano, CA |
Buxton Financial, Inc.
Colville, WA |
Buys and Company Inc
Aurora, CO |
Byerly Wealth Management
Mt. Solon, VA |
Caduceus Consulting
Jacksonville, FL |
Cadwell Wealth Management Group
Celebration, FL |
Cambridge Financial Partners, LLC
Santa Ana, CA |
Campbell Wealth Management
Fairfax, VA |
Capital Financial Partners
Ft. Worth, TX |
Capital Financial Planning
Albany, NY |
Capital Intelligence Associates
Los Angeles, CA |
Capstone Investment Partners
Greenwood, IN |
Carson Group Partners
Omaha, NE |
Cascade Investment Services
Everett, WA |
CastleMountain Financial Services
Lakewood, CO |
CenTrust Wealth Management, Inc.
Akron, OH |
Century Securities
St. Louis, MO |
Cetera Financial Group
El Segundo, CA |
Cetera Financial Specialists LLC
Schaumburg, IL |
Cetera Investment Services LLC
St. Cloud, MN |
Chamberlin Tax Advisory Group, Inc.
Saint Louis, MO |
Channer Investment Management, Inc
Inverness, IL |
ChapmanSchewe Benefits Consulting
San Antonio, TX |
Charles Kasner Financial Group
Tustin, CA |
Charles Schwab and Co., Inc.
San Francisco, CA |
Charter Financial Group
Coral Springs, FL |
Chepenik Financial
Winter Park, FL |
Chesapeake Financial Strategies, LLC
Greenbelt, MD |
Citi Personal Wealth Management
Long Island City, NY |
Citibank, N.A.
New York, NY |
City Securities Corporation
Indianapolis, IN |
Clock Retirement and Financial Consultants
San Rafael, CA |
Clute Wealth Management
Plattsburgh, NY |
CMC Wealth Management
North White Plains, NY |
Coe Financial Group
Deerfield, IL |
Coleman Financial Group, LLC
Bethesda, MD |
Collaborative Financial
Santa Barbara, CA |
Compass Financial Group
Plainview, NY |
Compass Financial Partners
Greensboro, NC |
Compass Retirement Solutions, LLC
Creve Coeur, MO |
ConservativePortfolios.com
Lexington, KY |
Cook Wealth Management
Troy, MI |
Cornerstone Financial Group
Lafayette, LA |
Cornerstone Financial Partners
Bethesda, MD |
Cornerstone Legacy Wealth Management
Weston, FL |
Cornerstone Wealth Management Partners
Kalispell, MT |
Cornerstone Wealth Management, Inc.
San Ramon, CA |
Cornerstone Wealth Planning
Auburn, ME |
Cougar Global Investments
Toronto, ON |
Covenant Wealth Strategies
Wilmington, DE |
Creative Capital Wealth Management Group
Phoenixville, PA |
Crosswalk Investment Advisory, Inc.
Strasburg, PA |
Crucible Wealth Management
Paoli, PA |
CUNA Brokerage Services, Inc.
Waverly, IA |
CUNA Mutual Group
Madison, WI |
Dame Financial Services
Buffalo Grove, IL |
Danielson Financial Group
Las Vegas, NV |
Debt to Wealth, Inc.
Murphy, TX |
Defender Capital
Charlotte, NC |
Delaware Distributors, L.P.
Philadelphia, PA |
Delta Community Retirement & Investment Services
Atlanta, GA |
DeVol Insurance & Financial Services
Newton, MA |
Dillon-Umbaugh Wealth Management
Plymouth, IN |
Discipline Financial Management
Lexington, SC |
Diversified Investment Strategies
Livingston, NJ |
Dodds Wealth Management Group
Englewood, CO |
Dolf Dunn Wealth Management, LLC
Huntersville, NC |
Dominion Wealth Management
Reston, VA |
Double Eagle Financial
Santa Rosa, CA |
Durr Wealth Planning
Chesterfield, MO |
EA Wealth Management
Fort Worth, TX |
Eagle Wealth Management Group, LLC
Taylor, TX |
Edward Jones
St. Louis, MO |
Eldridge Investment Advisors, Inc.
Manchester, NH |
Ellison Noonan Wealth Management
Louisville, KY |
Empower Retirement
Greenwood Village, CO |
Evershore Financial Group
Palm Beach Gardens, FL |
F & M Trust Co.
Chambersburg, PA |
Farrall Wealth
Valparaiso, IN |
FBL Financial Services
West Des Moines, IA |
Felts Financial
Charlotte, NC |
Fidelity Investments
Smithfield, RI |
Financial Compass Group, LLC
Wellesley, MA |
Financial Design Group, Inc.
Des Moines, WA |
Financial Expertise
Feasterville, PA |
Financial Navigation LLC
Kenilworth, NJ |
Financial Network Investment Corporation
El Segundo, CA |
Financial Planners of Missouri
Kirksville, MO |
Financial Resource Advisors
Waterloo, IA |
Financial Strategies Group, LLP
Del Mar, CA |
FINESTPLAN, LLC
Coconut Creek, FL |
Fi-Plan Partners
Birmingham, AL |
First Allied Securities, Inc.
San Diego, CA |
First Command Financial Planning, Inc.
Fort Worth, TX |
First Financial Group
Bala Cynwyd, PA |
First Ottawa Financial
Ottawa, IL |
First Tech Federal Credit Union
Boise, ID |
FNB Investment Services
Shelby, NC |
Forest Hills Financial, Inc.
Grand Rapids, MI |
Fragasso Financial Advisors
Pittsburgh, PA |
Franz Tatum Wealth Management
Palm Desert, CA |
Frazzetta Financial Services, Inc.
Warsaw, IN |
Freedman Financial
Peabody, MA |
Full Spectrum Wealth
Newport Beach, CA |
GAAM Wealth Advisors
Kingsport, TN |
Gelbwaks Insurance
Philadelphia, PA |
Genworth Financial Investment Services
Richmond, VA |
Gilbert & Timme
Farmington, CT |
Golden Pond Wealth Management
Waterville, ME |
Goldman Sachs & Co.
New York, NY |
Goostree Financial Group
Leawood, KS |
Great Scott Financial Services
Bethlehem, PA |
Great Waters Financial
Plymouth, MN |
Greene Wealth Management
Seattle, WA |
Guardian Investor Services, LLC
New York, NY |
Guarino Wealth Management
Denville, NJ |
Guggenheim Partners
Chicago, IL |
Guided Professional Solutions, LLC
Staten Island, NY |
GulfCoast Financial Services, Inc
Lake City, FL |
Harbor Lights Financial Group
Manasquan, NJ |
Harris Financial Group
Richmond, VA |
Harrison Capital Management
Leawood, KS |
Hassell Wealth Management
Houma, LA |
Heartland Financial USA, Inc
Dubuque, IA |
Helmers Gatterdam
Lexington, KY |
Herbruck Alder
Cleveland, OH |
Herbst Financial Advisors, Inc.
Plainfield, IL |
HI Financial
Shelby Twp, MI |
High-Bardon Wealth Management
Appleton, WI |
HighPoint Planning Partners
Downers Grove, IL |
Hilliard Lyons
Louisville, KY |
Hilltop Securities
Dallas, TX |
Hogan Howard Investment Management
Chattanooga, TN |
Hornor, Townsend & Kent, Inc.
Horsham, PA |
HouseholderGroup
Scottsdale, AZ |
Howe Barnes Hoefer & Arnett, Inc.
Chicago, IL |
HTLF Investment Services
Galena, IL |
Hutchinson Wealth Management Group
Greensboro, NC |
Hynek Financial Advisors
San Jose, CA |
IBC Investment Services
Brownsville, TX |
IBS Financial Group
Grand Rapids, MI |
Impact Wealth Advisors
Boulder, CO |
Income Solutions Wealth Management
Tyler, TX |
Independence Financial Consultants
Philadelphia, PA |
Independent Financial Marketing Group, Inc.
Purchase, NY |
Independent Financial Partners
Tampa, FL |
Independent Retirement Solutions
Toledo, OH |
Inforce Solutions
Woodstock, GA |
Insight Financial Partners, LLC
Lakewood, IL |
Insight Financial Services
Overland Park, KS |
Integrated Financial Group
Saint Louis, MO |
Integrated Solutions
Rochester, MA |
Integrated Wealth Advisors, Inc.
Topeka, KS |
InterGen Advisors, FAS
Wexford, PA |
INVEST Financial Corporation
Tampa, FL |
Investment and Retirement Advisors
Fayetteville, NC |
Investment Centers of America, Inc.
Bismarck, ND |
Investment Solutions Group
Albuquerque, NM |
Investors Advisory Group
Waukesha, WI |
Investors Capital Corporation
Lynnfield, MA |
J Fortune Financial Group
Oklahoma City, OK |
J Vitucci Financial Services, Inc.
Kensington, CA |
J. Williams Personal Financial Planning
Tehachapi, CA |
J.M. Forney and Associates, Inc.
Sacramento, CA |
Jackson National Life Distributors, LLC
Denver, CO |
Janney Montgomery Scott, LLC
Philadelphia, PA |
JD Bowen Financial Group
Indialantic, FL |
JLB Financial, Inc
Pasadena, CA |
Johnson Brunetti
Wethersfield, CT |
Johnson Wealth Management
Green Bay, WI |
Jones Investment Group LLC
St. Robert, MO |
Journey Financial, LLC
Green Bay, WI |
Joyce Financial Management
Sebastopol, CA |
JP Financial Services Inc.
Lincoln, NE |
JP Morgan Chase
New York, NY |
JP Morgan Securities Inc.
New York, NY |
JR Miller Advisors
West Des Moines, IA |
Julie Falletta, Inc.
Pueblo, CO |
Karen Morrow Insurance Services
Stuart, FL |
Kassira Financial
San Diego, CA |
Keating and Associates
Manhattan, KS |
Keith Jones Financial Group
Port Orange, FL |
Key Investment Services, LLC
Brooklyn, OH |
Key Life Benefits
Del Ray Beach, FL |
Keystone Financial Group
Lexington, KY |
Kobes Financial Planning Services
Conroe, TX |
Krantz Financial
Woodbury, NY |
Kremer & Associates, Inc.
Wexford, PA |
Kronish Associates, Inc.
New York, NY |
Krueger Financial Services
Phoenix, AZ |
Kuhlmann Associates Financial
Napa, CA |
Kusske Financial Management, Inc
Burnsville, MN |
L. W. Farmbry & Associates
Philadelphia, PA |
Labyrinth Strategies, LLC
Morristown, NJ |
Landis Financial Services
Annapolis, MD |
Laura Mossakowski, LLC
Green Bay, WI |
Lawson Winchester Wealth Management
Chattanooga, TN |
LCJ Associates, Inc.
Brooklyn, NY |
Legacy Financial Advisors, Inc.
Westborough, MA |
Legacy Planning Partners LLC
Plymouth Meeting , PA |
Legacy Plus LLC
Kirkland, WA |
Lenox Advisors
New York, NY |
Lerman Financial Group, Inc.
Indianapolis, IN |
Level Four Advisory Services
Lubbock, TX |
Level Four Group
Plano, TX |
Levy Wealth Management Group
Philadelphia, PA |
LEXCO Wealth Management
Tarrytown, NY |
Lifetime Investment Planning Inc
Longmont, CO |
Lighthouse Strategic Advisors, LLC
Sacramento, CA |
Lincoln Financial Distributors
Radnor, PA |
Lincoln Financial Network
Radnor, PA |
Lincoln Financial Securities
Concord, NH |
Linsco/Private Ledger
Pasadena, CA |
LMB Group, Inc.
New York, NY |
LNB Financial Services
Macedon, NY |
Lowcountry Retirement Services-LRS
Mt Pleasant, SC |
LPL Financial
San Diego, CA |
M&O Marketing
Southfield, MI |
M&T Bank Corporation
Buffalo, NY |
MACRO Consulting Group
Parsippany, NJ |
Madison Financial Services
Richmond, KY |
Madison Investment Center
Madison, CT |
Main Street Investment Group
Pittman, NJ |
Majerko Investment Management
Sacramento, CA |
Manhattan Ridge Advisors Ltd.
New York, NY |
Market Capital Management
Carlsbad, CA |
Maxwell Wealth Strategies
Pleasanton, CA |
May, Bonee & Walsh
Glastonbury, CT |
McLean Wealth Strategies
McLean, VA |
McRae Haakenson & Company
St Louis Park, MN |
Melton Financial Group
Roseville, CA |
Meridian Financial Group
Edwardsville, IL |
Merrill Lynch Global Wealth Management
Pennington, NJ |
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY |
MetLife Investors Distribution Company
Irvine, CA |
MetLife Securities
Somerset, NJ |
Michael Wealth Management Group
Lewisburg, TN |
MidFlorid - Member Investment Services
Tampa, FL |
MidwestOne Investment Services
Iowa City, IA |
MML Investor Services, Inc.
Springfield, MA |
Monarch Retirement Group
San Ramon, CA |
Moore Wealth Management
Alexander City, AL |
Morgan Stanley
Purchase, NY |
Morgan Stanley Wealth Management
Purchase, NY |
Moyer Financial Group
Worthington, OH |
Multi-Financial Securities Corporation
Denver, CO |
Mutual Service Corporation
West Palm Beach, FL |
MVSB Investment Services
Meredith, NH |
Nahum Daniels, LLC
Stamford, CT |
Nakano Financial Services
Pleasant Hill, CA |
National Financial Alliance
San Antonio, TX |
National Planning Holdings, Inc.
Santa Monica, CA |
Nationwide Securities
Dublin, OH |
Navigation Group
Redwood Shores, CA |
NetVEST Financial, LLC
Scottsdale, AZ |
Nithman Financial Group
Oklahoma City, OK |
North American Company for Life and Health Insurance
Chicago , IL |
North Coast Financial Group
Roslyn, NY |
Northwest Capital Financial Group
Napoleon, OH |
Northwest Financial Group
Herndon, VA |
Northwest Financial Group, LLC
Corvallis, OR |
NPB Financial Group LLC
Burbank, CA |
NPC and Trilogy
Woburn, MA |
NPC-National Planning Corporation
El Segundo, CA |
NYLIFE Securities
New York, NY |
Oak Tree Wealth Management
Alamo, CA |
Old National Investments
Fort Wayne, IN |
Omni Financial Advisory Group Inc.
Lagrangeville, NY |
Omni Financial Services
Fort Myers, FL |
One Resource Group
Roanoke, IN |
OneAmerica Securities, Inc.
Indianapolis, IN |
Oppenheimer & Co.
New York, NY |
Pacer Financial, Inc.
Paoli, PA |
Pacific Rim Legacy Group LLC
Honolulu, HI |
Paradigm Wealth Management, LLC
Bridgewater, NJ |
PATH Wealth Management
Bellevue, WA |
Paul E. Lewis and Associates
Urbana, IL |
Pence Wealth Management
Newport Beach, CA |
PeoplesInvestments
Mount Vernon, WA |
Pershing LLC, a BNY Mellon Company
Jersey City, NJ |
Pickett, Bradford & Associates, P.A.
Jackson, MS |
Picone Financial Partners
Bonita Springs, FL |
Pietsch Wealth Management
Shiner, TX |
Pillar Financial Group
Georgetown, TX |
Pinnacle Advisors Group
Danvers, MA |
Pinnacle Financial Group
Tyler, TX |
Pinsker Wealth Management
Greensboro, NC |
Planned Security Resources
Sandy, UT |
PlumTree Financial, Inc.
Tysons, VA |
PM Group Financial Services, PLLC
Scottsdale, AZ |
PNC Capital Markets, LLC
Pittsburgh, PA |
PNC Financial Services Group, Inc.
Pittsburgh, PA |
PNC Investments
Cleveland, OH |
PRIMEVEST Financial Services
St. Cloud, MN |
Prince Financial Advisory LLC
New York, NY |
Princor Financial Services
Des Moines, IA |
Producers Choice Network
Sterling Heights, MI |
ProEquities
Birmingham, AL |
Progressive Financial Concepts
Laguna Hills, CA |
Pruco Securities, LLC.
Newark, NJ |
Prudential Annuities
Shelton, CT |
Prudential Investment Management Services, Inc.
Newark, NJ |
Prudential Securities
Newark, NJ |
Randall Wealth Management, LLC
Rockford, IL |
Raymond James
St Petersburg, FL |
Raymond James Financial Services
Atlanta, GA |
Raymond James Insurance Group
St. Petersburg, FL |
Realty Capital Securities
Boston, MA |
Regent Financial Services
Tulsa, OK |
Renaissance Wealth Management Group of Texas
San Antonio, TX |
Retirement Capital Strategies
San Jose, CA |
Richard Barr & Associates
Buffalo Grove, IL |
Richard Frank Klick Agency
Roseville, MN |
Richmond Brothers Financial Management Specialists, Inc.
Jackson, MI |
Robert W. Baird & Co., Inc.
Milwaukee, WI |
Ronald N. Lazzaro, P.C.
Rutland, VT |
Ruggie Wealth Management
Tavares, FL |
Rupp Financial Services
Upper Montclair, NJ |
Sage Financial Services
Farmington, CT |
Sagemark Consulting
Dallas, TX |
Salem Five Investment Services, LLC
Peabody, MA |
Salley Wealth Management
Herndon, VA |
San Diego County Credit Union (SDCCU) Investment Services
El Cajon, CA |
Sanford C. Bernstein & Co., LLC
New York, NY |
Schafffnit Wealth Management Group, LLC
Downers Grove, IL |
Secure Planning Group LLC
Southampton, PA |
Secure Retirement Advisors LLC
Brookline, MA |
Securian Financial Services Inc.
St. Paul, MN |
Senior Advisory Group- SAG
Scottsdale, AZ |
Sequoia Wealth Advisors
San Jose, CA |
Seymour & Associates
Maumee, OH |
Shamrock Advisors, LLC
Alexandria, VA |
Shurwest Financial Group
Scottsdale, AZ |
Signator Investors
Boston, MA |
SII Investments, Inc.
Appleton, WI |
Smart Money Financial Advisors
Sterling Heights, MI |
Somerset Wealth Strategies
Portland, OR |
Southeast Financial Group
Durham, NC |
Southwest Retirement Planners
Chandler, AZ |
Sovereign Coast Wealth Advisors LLC
Corpus Christi, TX |
State Street Corporation
Boston, MA |
Sterling Financial Partners
Ashburn, VA |
Stifel, Nicolaus & Company, Inc.
St. Louis, MO |
Stine Financial Group
Lake Charles, LA |
Stockham Financial
Pinehurst, NC |
Storm Fischer Investment Group
Brookfield, WI |
Straight Talk With Vinny, Inc.
Kingsland, GA |
Strategic Financial Inc
Plymouth, MN |
Strategic Investment Group
Albemarle, NC |
Strategic Investment Solutions Inc.
Orland Park, IL |
Stratos Wealth Partners
Beachwood, OH |
Stumm Financial Services
Newton Center, MA |
Summit Brokerage Services, Inc.
Boca Raton, FL |
Summit Financial Consultants, Inc.
Westlake Village, CA |
Summit Financial Group
Loveland, OH |
Summit Financial Inc.
Renton, WA |
SunAmerica Financial
Houston, TX |
Swanson Financial Group
San Diego, CA |
SWS Financial Services
Colleyville, TX |
Synergy Wealth Management
Orange, CA |
Territorial Savings Bank
Honolulu, HI |
The Capital Group of Virginia
Charlottesville, VA |
The Capital Legacy, LLC
Newtown, PA |
The Financial Architects
Amherst, NY |
The Linkous Group, Ltd.
Fountain Hills, AZ |
The Main Street Group
Glen Allen, VA |
The Naples Wealth Management Group
Hudson, OH |
The Secure Companies, Inc.
Atlanta, GA |
The Starner Group of RAYMOND JAMES
Coral Gables, FL |
The Strategic Alliance
Portland, OR |
The Tarpey Group
Fairfield, NJ |
The Walsh Group of Raymond James
Buffalo, NY |
The Wellspring Group LLC
Atlanta, GA |
The Wexford Group
St. Louis, MO |
Threshold, Inc.
Vancouver, WA |
Tiger Investment Services
Winthrop, MA |
Tillett Financial
Greenfield, IN |
Tom Bardin Insurance/Investments
Wilson, NC |
Total Financial Resource Group, Inc.
Pasadena, CA |
Touchstone Securities, Inc.
Cincinnati, OH |
Transamerica
Louisville, KY |
Transamerica Direct
Hollywood, FL |
Transamerica Financial Advisors, Inc.
St. Petersburg, FL |
Transamerica Life Canada
L'ile Bizard |
Transamerica Retirement Management, Inc.
St. Paul, MN |
Transamerica Retirement Services
Los Angeles, CA |
Transamerica Retirement Solutions
Harrison, NY |
Treece Financial Group
Miami Shores, FL |
Tri-Circle Financial & Insurance Services
Santa Ana, CA |
TriEqua Wealth Management
Tustin, CA |
Trinity Group
Sugar Grove, IL |
TruChoice Financial Group, LLC
Saint Louis Park, MN |
Trustmark Banking and Financial Solutions
Meridian, MS |
U.S. Bancorp Investments
Minneapolis, MN |
U.S. Retirement Partners
Iselin, NJ |
U.S. Wealth Management
Glendale, CA |
UBS Financial Services Inc.
Weehawken, NJ |
UBS Securities, LLC
Stamford, CT |
Unger & Associates
Waco, TX |
UVEST Financial Services
Charlotte, NC |
Valley Oak Wealth Management
Novato, CA |
ValMark Financial Group
Akron, OH |
Van Winkle Wealth Management Group
Newark, OH |
Vincent F. Gauci & Associates LLC
Southfield, MI |
Virginia Asset Management
Midlothian, VA |
Virtual Pensions Group
Louisville, KY |
Vista Wealth Management
Peoria, AZ |
Wachovia Capital Markets, LLC
Charlotte, NC |
Wachovia Securities Financial Network, LLC
St Louis, MO |
Wallace Wealth Management
Jackson, TN |
Wallstreet Texas
Houston, TX |
Washington State Employees Credit Union
Olympia, WA |
Washo Financial
Scottsdale, AZ |
Wealth Advisors
Colorado Springs, CO |
Wealth Advisory Group
Clearwater, FL |
Wealth Enhancement Group
Plymouth, MN |
WealthVest Marketing, Inc.
Bozeman, MT |
Webster Investments
Torrington, CT |
Wells Fargo & Company
Charlotte, NC |
Wells Fargo Advisors
San Diego, CA |
Wells Fargo Investments
San Francisco, CA |
West Wealth Management
Indian Wells, CA |
Western Wealth Management
San Diego, CA |
Westside Investment Management, LLC
Santa Monica, CA |
WhartonHill Advisors
Fort Washington, PA |
Wiseman and Associates
Winchester, VA |
Woloz & Associates
Los Angeles, CA |
Wong Financial Services
Spokane Valley, WA |
WT Cross Consulting
Omaha, NE |
Yawn, Sheffield, Welch Wealth Management Group
Brentwood, TN |
ZAHN Financial Strategies
Rockford, IL |
Zebulon Financial
Springfield, NJ |
Zuk Financial Group
Lake Forest, CA |
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Advantus Capital Management, Inc.
St. Paul, MN |
AllianceBernstein
New York, NY |
Allianz Global Investors
New York, NY |
American Century Investments
Kansas City, MO |
Ariel Investments
Chicago, IL |
Batterymarch Financial Management
Boston, MA |
BNY Mellon-Dreyfus
New York, NY |
Capital Bank and Trust
Indianapolis, IN |
Capital Group Companies
Los Angeles, CA |
Capital Guardian Trust Company
Los Angeles, CA |
Capital International Funds
Senningerberg |
Capital Research & Management Co.
Los Angeles, CA |
ClearBridge Advisors
New York, NY |
Davis Financial Group
Springfield, IL |
Eagle Asset Management, Inc.
St. Petersburg, FL |
Edge Asset Management, Inc.
Seattle, WA |
Franklin Templeton Investments
San Mateo, CA |
Goldman Sachs Asset Management
New York, NY |
Graystone Partners
Tempe, AZ |
Guggenheim Investments (Rydex)
Rockville, MD |
ING Clarion Real Estate Securities
Radnor, PA |
Ivy Investments
Overland Park, KS |
Jackson Square Partners, LLC
San Francisco, CA |
Janus Henderson Investors
Denver, CO |
Jennison Associates
New York, NY |
JP Morgan Asset Management
New York, NY |
Kalfen Financial Solutions
Vernon Hills, IL |
Legg Mason, Inc.
Stamford, CT |
Loomis Sayles & Co LP
Boston, MA |
Macquarie Investment Management
Philadelphia, PA |
Madison Square Investors
New York, NY |
MetLife Advisers LLC
Boston, MA |
Metlife Investment Advisors Company
New York, NY |
MFS Investment Management
Boston, MA |
Morgan Stanley Investment Management Inc.
New York, NY |
Natixis Investment Managers
Boston, MA |
Neuberger Berman Management, Inc.
New York, NY |
New York Life Investment Management
New York, NY |
OppenheimerFunds, Inc.
New York, NY |
Oxford-Guzman Financial Services
Cerritos, CA |
Pacific Investment Management Company (PIMCO)
Newport Beach, CA |
Prudential Fixed Income Management
Newark, NJ |
Putnam Investments
Andover, MA |
Pyramis Global Advisors, LLC
Smithfield, RI |
Schroder Investment Management
New York, NY |
Seasons Financial Group
Portland, OR |
Sentinel Wealth Strategies
Batesville, IN |
State Street Global Advisors
Boston, MA |
T. Rowe Price Group, Inc.
Baltimore, MD |
Thrivent Investment Management, Inc.
Appleton, WI |
Transamerica Investment Management, LLC
Fort Worth, TX |
Van Kampen Investments
Oakbrook Terrace, IL |
Vanguard Group, Inc.
Malvern, PA |
Virtus Investment Partners, Inc.
Hartford, CT |
Wellington Management Company, LLP
Boston, MA |
Wells Capital Management
San Francisco, CA |
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Solution Provider Members
Advanced Sales Corporation
Oakbrook Terrace, IL |
Argus Health Systems, Inc.
Kansas City, MO |
AXA Corporate Solutions Life Reinsurance Co.
New York, NY |
Boston Financial Data Services
Quincy, MA |
Bowne & Co., Inc.
Nashville, TN |
Broadridge Financial Solutions Inc.
Edgewood, NY |
CANNEX Financial Exchanges
Toronto, ON |
Capital Fulfillment Group
Weymouth, MA |
Corporate Insight, Inc.
New York, NY |
DALBAR, Inc.
Marlborough, MA |
Donnelley Financial Solutions
Boston, MA |
Drinker Biddle & Reath LLP
Washington, DC |
DST Health Solutions
Birmingham, AL |
DST Output
El Dorado Hills, CA |
DST Retirement Solutions
Kansas City, MO |
DST Systems, Inc.
Kansas City, MO |
DST Worldwide Services
Kansas City, MO |
DTCC (Depository Trust & Clearing Corp.)
New York, NY |
Ebix Consulting
New Britain, CT |
eMoney Advisor, LLC
Radnor, PA |
Genesis Development Group, Inc
Erin, ON |
Insurance Technologies
Colorado Springs, CO |
ipipeline
Ft. Lauderdale, FL |
K & L Gates LLP
Washington, DC |
Locke Lord LLP
Atlanta, GA |
Matrix Financial Solutions
Denver, CO |
MC Realty Group, Inc.
Kansas City, MO |
Milliman, Inc.
Buffalo Grove, IL |
Mitchell, Williams, Selig, Gates & Woodyard
Little Rock, AR |
NewRiver, Inc.
Andover, MA |
SPARK, IPS (Formerly VTX, LLC)
East Lyme, CT |
Tamayo Consulting
Encinitas, CA |
Tiburon Strategic Advisors
Tiburon, CA |
Tomorrow's Money
Lincoln, NE |
Toppan Merrill
St. Paul, MN |
Vedder Price
Washington, DC |
Venn Strategies, LLC
Washington, DC |
Veritas Document Solutions
Buffalo Grove, IL |
Wilbanks Partners LLC
Stanford, CT |
XTRAC Solutions- A Fidelity Investments Company
Boston, MA |
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