News Room About Contact
Member's Home
Public Home
Member Directory Search Result
A Growing Roster of Members, Growing the Industry

Insurer Members

Accordia Life
Des Moines, IA

AIG (American International Group)

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

Brighthouse Financial
Charlotte, NC

Colorado Bankers Life Insurance Co
Durham, NC

Commonwealth Annuity & Life Insurance
Southborough, MA

Delaware Life
Waltham, MA

New York, NY

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

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

New York, NY

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

St. Paul, MN

Security Benefit
Topeka, KS

State Farm Life Insurance Company
Bloomington, IL

Symetra Financial
Bellevue, WA

Thrivent Financial
Minneapolis, MN

New York, NY

Transamerica / AEGON
Cedar Rapids, IA

Cincinnati, OH

Vantis Life Insurance Company
Windsor, CT

Western & Southern Financial Group
Cincinnati, OH

Western & Southern Life
Cincinnati, OH

Western Reserve Life
Columbus, OH

Distributor and Bank Members

1 on 1 Financial
Upland, CA

626 Financial
Portage, MI

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

Minneapolis, MN

Advisors Excel
Topeka, KS

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

Scottsdale, AZ

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

Knoxville, TN

AXA Advisors
New York, NY

AXA Distributors
New York, NY

Ayco Company
Albany, 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

New York, NY

Barkman Financial Consultants
Glenmont, NY

Barr Financial
Buffalo Grove, IL

Bastion Financial Group
Burnsville, MN

Bay Financial Associates LLC
Waltham, MA

Birmingham, AL

Bell Financial Group
Frisco, TX

Benemark Wealth Management
St. Petersburg, FL

Bloomfield Hills, MI

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

CBD Wealth
Metairie, LA

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

Plymouth, MI

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
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

Creative One
Leawood, KS

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

Berwyn, PA

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

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

GF Pension
Bethlehem, PA

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

Hilltop Securities
Dallas, TX

Hogan Howard Investment Management
Chattanooga, TN

Hornor, Townsend & Kent, Inc.
Horsham, PA

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

Brooklyn, OH

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

Cleveland, OH

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 Financial Services, LLC
Boston, MA

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

Chesterfield, MO

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

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

Mount Vernon, WA

San Francisco, CA

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

PPA Advisors
Roswell, GA

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

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
Memphis, TN

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

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

Parma, OH

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 Voss Group
Vestal, NY

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

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

Udall Financial
Tempe, AZ

Unger & Associates
Waco, TX

UVEST Financial Services
Charlotte, NC

V Wealth
Wichita, KS

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

Asset Manager Members

Advantus Capital Management, Inc.
St. Paul, MN

Alex. Brown
Balitmore, MD

New York, NY

Allianz Global Investors
New York, NY

American Century Investments
Kansas City, MO

Ariel Investments
Chicago, IL

Boston, MA

Batterymarch Financial Management
Boston, MA

New York, NY

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

Capital Research & Management Co.
Los Angeles, CA

ClearBridge Advisors
New York, NY

Davis Financial Group
Springfield, IL

Eagle Asset Management, Inc.
St. Petersburg, FL

Eaton Vance Distributors, Inc.
Boston, MA

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

Houston, TX

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

UBS Asset Management
Chicago, IL

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

Solution Provider Members

Florham Park, NJ

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

Marlborough, MA

Donnelley Financial Solutions
Boston, MA

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

Ebix, Inc.
Morgan Hill, CA

eMoney Advisor, LLC
Radnor, PA

Marlboro, MA

Genesis Development Group, Inc
Erin, ON

Insurance Technologies
Colorado Springs, CO

Exton, PA

Ft. Lauderdale, FL

K & L Gates LLP
Washington, DC

Matrix Financial Solutions
Denver, CO

MC Realty Group, Inc.
Kansas City, MO

Braintree, MA

Milliman, Inc.
Buffalo Grove, IL

Mitchell, Williams, Selig, Gates & Woodyard
Little Rock, AR

NewRiver, Inc.
Andover, MA

Topeka, KS

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

Venio LLC
New York, NY

Venn Strategies, LLC
Washington, DC

Veritas Document Solutions
Buffalo Grove, IL

Denver, CO

XTRAC Solutions- A Fidelity Investments Company
Boston, MA