Find a Qualified Professional

Retirement plans are complex.  You should seek assistance from a qualified and competent retirement plan professional.

A Professional Plan Consultant (or PPC) designee is an individual that has been trained on ERISA regulations and industry best practices, and is qualified to help you with many of the complex issues surrounding your plan.

PPC Designees sign a code of ethics, agreeing to put the interests of their clients first and foremost.  They also commit to a specified amount of ongoing retirement-plan specific continuing education so they can stay current on the most recent issues that affect plan sponsors.

To locate a PPC Designee in your area, please click on the map for your state and you’ll be taken to a list of qualified retirement plan advisers in your area.

 

 

ALASKA

Chris Cadieux

Premier Portfolio Strategies

310 K. Street, #200

Anchorage, AK 99501

907-276-2000

www.investpps.com

 

 

ALABAMA

 

Melanie Dickinson

Pryor McCormick

4000 Southlake Park Ste 200

Birmingham, AL  35244

pyormccormick.com

(205) 986-0060

 

Paul Powell

401(k) Advisors

172 Belmont Dr, Suite 4

Dothan, AL 36305

334-792-4930

 

Shanna Cleveland

Pryor McCormick

4000 Southlake Park Ste 200

Birmingham, AL  35244

(205) 986-0060

ARKANSAS

Ken Savells

Centurion Financial Services

PO Box 2270

Harrison, AR 72602

870-743-6677

www.centurionfinancialservices.com

 

Robin Coggins

The Point Financial Group, Inc.

4700 S. Thompson

B101

Springdale, AR 72764

479-872-9998

www.pointfg.com

 

Teressa Rambo

DataPath Retirement Services, Inc.

1601 Westpark Drive

Suite 9

Little Rock, AR 72204

501.296.9990 ext 28

 

ARIZONA

Adrian Elder

LPL Financial

182 E. 16th St.

Suite D

Yuma, AZ 85364

928-329-1700

 

Ben Wilson

WealthTrust-Arizona

8912 E. Pinnacle Peak Rd.  Box 560

Scottsdale, AZ 85255

480-483-7300

 

Brian Hein

HighTower Advisors

7702 East Doubletree Ranch Road

Suite 300

Scottsdale, AZ 85258

480-998-2022

hightoweradvisors.com

 

Clay Kazmierski

Pangea Wealth Management

3260 N. Hayden Rd, Ste 201

Scottsdale, AZ 85251

480-304-5353

www.pangeawealthmanagement.com

 

Frederic Amberg

Retirement Benefits Group

128 W. Pecan Place

Tempe, AZ 85284

480-477-8058

rbgnrp.com

 

George Fraser

Retirement Benefits Group

7150 E. Camelback Rd., Ste 444

Scottsdale, AZ 85251

602-819-3591

 

Matthew Kory

Pangea Wealth Management

3131 E. Camelback Rd

Suit 200

Phoenix, AZ 85016

480-304-5353

pangeawm.com

 

CALIFORNIA

Adam Sokolic

LPL Financial

9785 Towne Centre Dr.

San Diego, CA 92121

858-909-7001

 

AL Tatro

Marina Financial Design, LLC

904 Silver Spur Road # 420

Rolling Hills Estates, CA 90274

310-378-0375

www.mfdllc.com

 

Andrew Fiske

Fiske Financial Strategies

641 Fulton ave , suite 200

Sacramento, Ca 95825

916-640-0010

fiskefinancial.com

 

Anthony Franchimone

Retirement Benefits Group

6165 Greenwich Drive, Suite 240

Suite 240

San Diego, CA 92122

858-200-4255

 

Ashley Whitney

LPL Financial

738 Brighton Court

San Diego, CA 92109

419-212-0909

 

Cheryl E. Brown

LPL Financial

9783 Towne Centre Dr

San Diego, CA 92121

858-909-6461

www.lpl.com

 

Christina Nakashima

LPL Financial

4760 Orten Street

San Diego, CA 92110

800-877-7210

 

David Brounley

LPL Financial

407 Calle Robles

San Clemente, CA 92672

858-909-7214

 

Derrick Kawamoto

Cetera Advisor Networks LLC

3612 Maple Avenue

Manhattan Beach, CA 90266

310-373-7351

 

Dominick Greco

LPL Financial

2 Cherokee

Trabuco Canyon, CA 92679

949-709-8393

 

Doug Nolte

33272 Valle Road

Suite 100

San Juan Capistrano, CA 92675

 

Emily White

LPL Financial

33272 Valle Road

Suite 100

San Juan Capistrano, CA 92675

774-218-9345

 

Frederick Hoffman

INVEST Financial

1313 Chicago Ave.

Ste. 200

Riverside, CA 92507

951-656-7290

 

Garrett Cunningham

Cunningham & Voss

1425 W. Foothill Blvd., Ste. 120

Upland, CA 91786

909-949-9446

www.cunninghamvoss.com

 

Gary Weeks

LPL Financial

738 Brighton Ct

San Diego, CA 92109

858-909-7130

 

Geoff Mettler

Jenkins Financial Group

1390 Willow Pass Rd, Suite 800

Concord, CA 94520

925-822-9136

 

Gregory Eissner

Eissner Financial

100 Cortona Way

Suite 120

Brentwood, CA 94513

925-634-6707

www.eissnerfinancial.com

 

Jessica Clark

LPL Financial

9785 Towne Centre Drive

San Diego, CA 92121

949-338-7928

 

Jim Owen

LPL

33272 Valle Road

San Juan Capistrano, CA 92675

858-909-6346

 

Joel Shomaker

Retirement Benefits Group – Irvine

980 Roosevelt

Suite 220

Irvine, CA 92630

949-786-4015

 

Julienne Buxton

LPL Financial

7 Mt. Lassen Drive

Suite C-250

San Rafael, CA 94903

415-785-8926

www.lpl.com/julienne.buxton

 

Kari Middleton

LPL Financial

37879 Hollister Drive

Palm Desert, CA 92211

760-409-2864

www.lpl.com/kari.middleton

 

Kyle Emerson

LPL Financial

12740 Hesperia Rd

Suite B

Victorville, CA 92395

760-951-3600

 

Larry Deatherage

Retirement Benefits Group

6165 Greenwich Drive

Suite 240

San Diego, CA 92122

858-200-4240

 

Lisa Hallaian

Prudential Investments

2621 Crestview Drive

Newport Beach, CA 92663

 

Lisa Jungers

Retirement Benefits Group – San Diego

6165 Greenwich Dr., #240

San Diego, CA 92122

858-551-4015

rbgnrp.com

 

Lloyd Engleman

Retirement Benefits Group – Irvine

20520 Claremont Ave

Riverside, CA 92507

951-990-8457

 

Marilyn Suey

Yerba  Buena Financial Partners

6680 sierra lane

Dublin, ca 94568

925-336-6611

www.ybfp.com

 

Martin Lomeli

Kravitz Investment Services

15760 Ventura Blvd

Suite 910

Encino, CA 91436

818-325-3015

 

Mary Francisco

Pensionmark Retirement Group

706 Circle Drive

Santa Barbara, CA 93108

805-456-6260

 

Matthew Hunter

Prudential

San Ramon, CA 94583

 

Matthew Rivers

LPL Financial

33272 Valle Road

Suite 100

San Juan Capistrano, CA 92675

 

Melanie Betty

American Funds Distributors, Inc

8381 Deercreek Dr

Riverside, CA 92508

 

Michael Castner

Retirement Benefits Group

980 Roosevelt

Suite 220

Irvine, CA 92618

949-786-4015

 

Micheal Penland

Pen-Cal Administrators, Inc.

3688 Sanford Street

Suite 300

Concord, CA 94520

251-3426

 

Mike Rogers

BPM Advisors, Inc.

17679 Bentley Drive

Morgan Hill, CA 95037

408-961-6336

www.bpmadvisorsinc.com

 

Nashed Tanious

Prudential Financial/Prudential Investments LLC

Tarzana, CA 91356

 

Nicolas Tabellion

Camino Adviosrs

3874 Peire Lane

San Jose, CA 95132

408-676-9310

www.caminoadvisors.com

 

Noel Trias

Pensionmark/Benefits Matrix

2091 Hallmark Place

Escondido, Ca 92029

760-432-9614

www.pensionmark.com

 

Otis Jacobs

LPL Financial

33272 Valle Road

San Juan Capistrano, CA 92675

858-909-6128

 

Pat Crow

Crow Financial Services

222 W. Lockeford Street

Suite 6

Lodi, CA 95240

209-367-5570

www.crowfinancialservices.com

 

Peter Voss

Cunningham & Voss Financial Services

1425 W. Foothill Blvd. Suite 120

Upland, CA 91786

909-949-9446

www.cunninghamvoss.com

 

Randall Hord

Raymond James

4049 Almond Street, Suite 202

Riverside, CA 92501

951-328-1190

 

Rebecca Hourihan

LPL Financial

120 Island Ave #331

San Diego, Ca 92122

800-877-7210

www.lpl.com

 

Rene Ornelas

BlueRock Investment Services

17528 Hudson Dr

Victorville, CA 92395

760-596-3828

 

Robert Cenko

Western Western Wealth Management

8322 Clairemont Mesa Blvd.

Ste 110

San Diego, CA 92111

858-565-8050

ww.ww-m.com

 

Saleah Hewitt

Retirement Benefits Group

PO Box 283

Suite 240

La Jolla, CA 92038

858-200-4243

 

Sean Kelly

LPL Financial

33272 Valle Road

San Juan Capistrano, CA 92675

 

Stephanie Kemp

Garcia Wealth Management Group

613 S. Main Street

Templeton, CA 93465

805-400-7578

 

Steven Van Houten

LPL Financial

227 North El Camino Real #201

Encinitas, CA 92024

760-943-0430

www.lfa-inc.com

 

Susan Lumpp

LPL Financial

3251 Dehesa Rd Unit 54

El Cajon, CA 92019

858-909-7669

www.lpl.com

 

Thomas Berry

Pacific Benefits Advisors

2445 Faber Pl Ste 101

Palo Alto, CA 94303

650-564-4490

www.pacbenefitsadvisors.com

 

Tina Huston

JM Financial Strategies

4550 Kearny Villa Rd., Ste 201

San Diego, CA 92123

858-569-4010

 

Tracy Thomas

12580 Montellano Terrace

San Diego, CA 92130

 

 

COLORADO

Craig Ciarlelli

CC Coaching and Consulting, Inc.

5595 South Sycamore Street

Littleton, CO 80120

303-984-9000

www.cccandc.com

 

Daniel Callahan

Callahan Capital Management

1303 Harwig Circle

Steamboat Springs, CO  80487

970.870.8750

www.callahancapital.com

 

Daniel Cook

Summit Wealth Group

7234 Cerney Circle

Castle Rock, CO 80108

720-339-6934

 

Francis Gillis

Dynamic Wealth Advisors

724 Whalers Way BLdg 1, Suite 110

Fort Collins, CO 80525

970-225-2001

 

Jesse Morris

Summit Wealth Group

7234 Cerney Circle

Castle Rock, CO 80108

303-688-6499

www.summitwealthgroup.com

 

Justin Pritchard

CCC and C

70 Grant

Unit 33

Denver, CO 80203

303-984-9000

 

Kevin Price

LPL Financial

2292 S. Arriba Circle

Grand Junction, CO 81507

970-201-6533

www.investindependently.com

 

Melinda Dransfield

Moreton Retirement Partners

4916 S. Haleyville Street

Aurora, CO 80016

303-385-2117

www.moretonretirementpartners.com

 

Michael Valenta

Cambridge Investment Research

10922 Legacy Ridge Way

Westminster, CO  80031

www.the-401kdoctor.com

(303) 951-5975

 

Patrick Nolen

Nolen Western Cetera Advisors Network

8005 S. Chester Suite 185

Centennial, CO 80112

303-779-1311

 

Richard Lerner

Raymond James Financial, Inc.

7990 S. Jasmine Circle

Centennial, CO 80112

303-394-2332

 

Taylor Yionoulis

Nolen Western Cetera Advisors Network

8005 S. Chester, Suite 185

Centennial, CO 80112

303-779-1311

www.nolenwestern.com

 

CONNECTICUT

Bruce Hodgins

LPL Financial

23 B Liberty Drive

PO Box 93

Hebron, CT 6248

860-228-2036

oconnellwealthmanagement.com

 

David Mulhall

LPL Financial

281 Burr Hall Road

Middlebury, CT 6762

203-527-6134

www.lpl,com/david.mulhall

 

Debbie Goodwin

Kuveke Benefits

440 Main Street

Ridgefield, CT 6877

000-431-1747

 

Frank Zocco

NorthStar Wealth partners

9 Blue Bell Lane

Suite 290

Middletown, CT 6457

860-967-0271

Www.frankzocco.com

 

Giancarlo DiRoma

Prudential Retirement

280 Trumbull Street

H20D

Hartford, CT 6103

860-534-2346

 

Heidi Horwitz-Marcus

Capital Group

27 Nod West Drive

Ridgefield, CT 6877

888-421-0122

www.americanfunds.com

 

John Raudat

Canoga Wealth Management, LLC

9 North Main Street

Chester, CT 6412

860-301-2380

canogawealth.com

 

Patrick Clark

401k Plan Consultants, LLC

95 Ferncliff Drive

West Hartford, CT 6117

860-688-2210

www.401kplanconsultants.com

 

Thomas Condron

LPL Financial

10 Griswold Road

Ellington, CT 6029

860-454-0026

lpl.com

 

FLORIDA

Alexa Phillips

Legacy Retirement Plan Advisors

4121 SW 185th Avenue

Miramar, FL 33029

954-414-0905

www.LegacyRPA.com

 

Chris Becks

Strategic Financial Consultants

801 International Parkway

Lake Mary, FL 32746

407-982-5314

 

Daniel McConlogue

Eleven O’Clock Associates, LLC

23190 Fashion Drive Suite 213

Estero, FL  33928

www.oureoa.com

(239) 992-9911

 

Dave (Bo) Bohanan

Raymond James Financial

2115 Chestnut Forest

Tampa, FL 33618

727-573-3800

www.raymondjames.com

 

David Drakulich

Raymond James & Associates, Inc.

305 17th Ave. North

St. Petersburg, FL 33704

727-567-1067

www.raymondjames.com

 

Dwight Melgaard

Legacy Wealth Management

3859 West Hibiscus Street

Weston, FL 33332

954-465-4015

www.lwmfl.com

 

Frank Congemi

Benefactor Financial

625 SE 10th Street

Suite 1

Deerfield Beach, FL 33441

954-428-4995

 

Jackie Ricks

LAMCO Advisory Services, Inc.

1525 International Parkway, Suite 2071

Lake Mary, FL  23746

407.585-1182

 

Karen Flynn

Raymond James Financial Services

6854 S Atlantic Avenue

New Smyrna Beach, FL 32169

407-478-0374

www.raymondjames.com/karenflynn

 

Larry Weicht

Flaharty Asset Management

311 Park Place Blvd.

Suite 150

Clearwater, FL 33759

727-252-1050

flahartyllc.com

 

Maziar Monshi

LPL Financial

10138 Harboutown Court

Boca Raton, FL 33498

561-350-7900

lpl.com/mark.monshi

 

Robert Franskousky

Compass Financial Group / LPL Financial

4348 Southpoint Blvd.

Suite #311

Jacksonville, FL 32216

904-899-4074

www.cfg.us.com

 

Rodney Parker II

American Funds

12807 Butler Bay Court

Windermere, FL 34786

800-421-0879

www.americanfunds.com

 

Roy Miranda

Delta Capital Management

37 N. Orange Avenue Suite 201

Orlando, FL 32801

407-422-2423

www.DeltaAdvisor.com

 

Sinead Mitchell

Prudential Investments

255 NE 3rd Ave.

Apt 512

Delray Beach, FL 33444

000-629-2526

 

Teressa Brunson

Edd Holder & Associates

11312 Dead River Road

Tavares, FL 32778

352-343-0122

 

GEORGIA

Kevin Myers

Dynasty Wealth Management

4391 Nassau Way NE

Marietta, GA 30068

678-401-6102

 

Michael Stone

Milestone Investment Management, LLC

342 Lakeview Way

Carrollton, GA 30117

770-830-0063

milstoneinvestmentsllc.com

 

Peter Hirsch

Advisor Group

1090 Soaring Dr.

Marietta, GA 30062

770-690-3499

 

Tanya McKinley

The Vaughn Group

3579 F Meadowglen Village Lane

Doraville, GA 30340

678-558-2449

 

HAWAII

Lane Nakashima

Commonwealth Financial Network

175 Kapuahi St

Makawaoi, Hi 96768

808-446-8002

 

Peter Inoue

Compensation Consultants, Inc.

2153 North King Street, Suite 305

Honolulu, HI 96819

808-389-8998

 

Robert Borek

Wealth APD

222 Vineyard Street -703

Honolulu, HI 96813

800-853-3928

www.lpl.com/robert.borek

 

Steven Nakao

Aloha Wealthcare Management

1331-A Loko Drive

Wahiawa, HI 96786

888-365-4591

 

IOWA

Brian Ormord

Provident Investment Consultants LLC

6361 Claddagh Court

Peosta, IA 52068

866-379-4015

www.providentic.com

 

Henry Kinney

Sommers & Danforth Financial, LLC

991 78th Pl

West Des Moines, IA 50266

515-282-4330

www.sommersdanforth.com

 

Jeremy Beck

Spay & Associates

111 N. Perry St., Ste. 100

Davenport, IA 52801

563-326-0960

 

Julie Ormord

Provident Investment Consultants

6361 Claddagh Court

Peosta, IA 52068

866-379-4015

providentic.com

 

Matt Spay

Spay & Associates

111 N. Perry St., Ste. 100

Davenport, IA 52801

563-326-0960

www.spayassociates.com

 

Wayne Jacobson

Jacobson Financial Services, LLC

411 Clay Street

P.O. Box 1106

Cedar Falls, IA 50613

319-266-2445

jacobsonfinancialservices.com

 

ILLINOIS

Beverly D. Alleman

Alliance Benefit Group

456 Fulton St.

Suite 345

Peoria, IL 61602

000-671-4200

 

Bob Veigel

Alliance Benefit Group

456 Fulton Street

Suite 345

Peoria, IL 61602

000-671-4200

 

Brad Goodbred

Midwest Plan Advisors

2135 City Gate Lane

Suite 300

Naperville, IL 60563

630-780-1020

www.mpa401k.com

 

Bradley Beesley

Raymond James

1317 Charleston Avenue

Mattoon, IL 61938

217-246-6694

firstmid.com

 

Daniel Hazzard

Midwest Investment Services

510 Park Crest Drive

PO Box 689

Freeport, IL 61032

815-235-2400

http://www.lpl.com/daniel.hazzard

 

David Bedrick

Prudential

1359 N Mohawk St,  Unit 3

Chicago, IL 60610

061-457-3625

 

Erin Patton

Alliance Benefit Group – Illinois

456 Fulton Street

Suite 345

Peona, IL 61602

000-671-4200

 

Harold Brewer

Alliance Benefit Group

456 Fulton Street

Suite 345

Peoria, IL 61602

309-671-4200

 

Heath Sorenson

Midland States Bank

6957 Olde Creek Road

Suite 1400

Rockford, IL 61114

815-316-0222

 

Ibrahim Galaria

Galaria Capital Management, LLC

1453 Radcliff Lane

Aurora, IL 60502

800-957-1079

 

James Brewer

Envision Wealth Architects

1728 W. Touhy Ave.

Chicago, IL 60626

773-699-4756

 

James Bridwell

Lpl

125 Winters Trail

Edwardsville, IL 62025

618-692-6556

 

Jerry Seibert

Troxell Financial Advisors

214 South Grand Avenue West

Springfield, IL 62704

217-321-3193

www.troxellfinancial.com

 

John Ayotte

Cetera Financial Specialists LLC

1730 Park Street, Suite 211

Naperville, IL 60563

6305968000×11

 

John Blossom

Alliance Benefit Group

456 Fulton Street

Suite 345

Peoria, IL 61602

309-671-4200

 

John Donaldson

LPL Financial

218 The Lane

Hinsdale, IL 60521

630-928-0740

 

Joseph Mattia

Midwest Plan Advisors

2135 City Gate Lane

Suite 300

Naperville, IL 60563

630-759-2200

mpa401k.com

 

Kimberly Cady

Savant Capital Management

190 Buckley Drive

Rockford, IL 61107

815-227-0300

savantcapital.com

 

Linda Blossom

Alliance Benefit Group of Illinois

456 Fulton Street

Suite 345

Peoria, IL 61602

000-671-4200

 

Michael Chong

Voyage Financial Group, LLC

901 Warrenville Road, Suite 201

Lisle, IL 60532

630-353-0000

www.voyagefg.com

 

Patrick Bearss

Alliance Benefit Group

456 Fulton Street

Suite 345

Peoria, IL 61602

3093974200×262

 

Rebecca Coleman

Cetera Financial Specialists

2716 N Fairfield Ave

Chicago, Il 60647

773-444-3100

www.colemanfa.com

 

Robert Walsh

Veritas Retirement Services

1900 Spring Road

Suite 530

Oak Brook, IL 60523

630-601-1501

www.veritasret.com

 

Ryan Carey

Insight Wealth Management

26749 S. Overland Dr.

Channahon, IL 60410

815-467-7462

 

Ryan Davlin

Troxell Financial Advisors

214 South Grand Ave

Springfield, IL 62704

217-321-3210

www.troxellfinancialadvisors.com

 

Thomas Doherty

HPL&S Financial Services, Ltd.

700 Busse Road

Elk Grove Village, IL 60007

847-586-2035

 

INDIANA

Barbara Geltmaker

Horizon Wealth Management

4024 Woodstone Dr

Floyds Knobs, IN 47119

812-206-0641

www.horizonwealth.com

 

Dan Wilburn

R.B. Smith Co., Inc.

554 Vale Park Rd

Valparaiso, IN 46385

219-462-3630

 

Donald S. Penn

Financial Planning Consultants, Inc.

3721 Rome Drive, Suite B

Lafayette, IN 47905

765-447-1302

 

Jack Perry

8900 Keystone Crossing

Suite 300

Indianapolis, In 46077

 

Mark Dahlenburg

Financial Planning Consultants, Inc.

3721 Rome Drive Suite B.

Lafayette, IN 47905

765-447-1302

 

Michael Fetsch

FSA Advisors, LLP

5348 West Vermont Street, Suite 100

Indianapolis, IN 46224

317-243-8016

 

KANSAS

Eugene Heffron

Cetera Investment Services

14419 E. Tipperary Crl.

Wichita, KS 67230

316-213-2210

 

Jessica Searcy-Maldonado

Searcy Financial Services, Inc.

12980 Foster Street, Suite 160

Suite 160

Overland Park, KS 66213

000-814-3800

 

Joseph Groebl

6800 College Blvd.

Suite 200

Overland Park, KS 66211

 

Richard (Tim) Groebl

V Wealth Management

6800 College Blvd.

Suite 200

Overland Park, KS 66211

913-827-4611

 

KENTUCKY

Chris Ewing

LPL

4350 Brownsboro Road

Suite 110

Louisville, KY 40207

502-893-4561

 

Ed Spaulding

Prudential Investments, LLC

30 Observatory Pointe Drive

Wilder, KY 41076

513-515-1225

 

Tom Current

Raymond James Financial Services

1253 Meadow Lane

Frankfort, KY 40601

502-875-1862

 

LOUISIANA

Andrew Bush

Horizon Wealth Management

8280 YMCA Plaza Drive, Bldg 5

Baton Rouge, LA 70810

225-612-3820

www.horizonfg.com

 

Anthony Ragusa

LPL Financial

17076 Fox Ridge Dr

Prairieville, LA 70769

225-756-1755

 

Justin Mitchell

Olinde Financial Group

4970 Bluebonnet Blvd.

Suite B

Baton Rouge, LA 70809

225-922-9999

 

MASSACHUSETTS

Angelo Anello

Tailored Wealth Management

75 Second Ave

Ste # 605

Needham, MA  02494

617-658-1988

www.tailoredwealthmanagement.com

 

Brian Ruttle

BW Financial Services

19 Allen Hill RD

44 Park Ave

Princeton, MA 01541

508-762-3841

 

David Milligan

Balance Rock Investment GRoup

92 Elm Streeet

Pittsfield, MA 01201

413-442-8190

www.balance-rock.com

 

James Couture

Private Wealth Management Group LLC

11 Foster Street, Suite 200

Worcester, MA 01608

508-749-0350

www.pwmgllc.com

 

Jill Wasgatt

CWM Retirement Plan Services

11 Foster Street, Suite 200

Worcester, MA 01608

508-749-0354

 

Jonathan Meczywor

LPL Financial

92 Elm Street

Pittsfield, Ma 01201

413-442-8190

balance-rock.com

 

Kevin Cicci

DC Advisors, LLC

101 Endean Dr

East Walpole, MA 02032

508-850-3965

dcadvisorsllc.com

 

Mark Winthrop

Winthrop Wealth Management

1400 Computer Drive #105

Westborough, MA 01581

508-836-5500

 

R Todd Sadler

Sadler Financial Group, LTD.

64 Industrial Park Rd

Plymouth, MA02360

508-830-1040

 

Richard Perry

Retirement Resource Group, LLC

195 Chester Street

Worcester, MA 01605

508-832-2299

www.retirementgroup.net

 

Richard Racine

The Racine Group

52 Philip Street

Medfield, MA 02052

781-239-1632

www.theracinegroup.com

 

Robert Everett

Northeast Planning Associates, Inc.

1775 Massachusetts Ave.

Cambridge, MA 02140

617-733-8336

www.northeastplanning.com

 

Tom Roach

BBS Benefits

2000 Commonwealth Ave

Newton, MA 02466

000-527-9510

 

MARYLAND

Brian Gold

Prudential Investments, LLC

10113 Hurst Street

Bethesda, MD 20814

 

David Gough

Compass Wealth Strategies, LLC

25 Tack Ct

Edgewater, MD 21037

888-502-1725

www.compass-wealthstrategies.com

 

Garrett Anderson

Lifetime Wealth Advisors

Therese HAnderson

843 Quince Orchard Blvd Ste E

Gaithersburg, MD 20878

301-840-9669

www.lifetimeco.com

 

Kevin Easley

American Funds

8308 River Falls Dr.

Potomac, MD 20854

877-421-1322

 

Mel Brenner

Melvin Brenner, CPA, CFP®

1904 Briggs Road

Silver Spring, MD 20906

301-942-4003

 

Michael Steinhardt

Steinhardt financial

19 Rolling Acres Way

Reisterstown, Md 21136

410-486-5242

steinhardtfinancial.com

 

Robert Gleiche

LPL Financial

110 Old Padonia Road

Suite 302

Cockeysville, MD 21030

410-561-8766

 

MAINE

Fred Burgess

Regent Financial Services

18 Pleasant St

Brunswick, ME 04011

207-725-6929

www.regentone.com

 

Thomas Whyte

Northeast Planning Associates

361 US Route 1, Suite 3

Falmouth, ME 04105

207-781-5220

 

MICHIGAN

Deborah Dalman

Elite Wealth Management, LLC

2050 Celadon Drive NE, Ste D

Grand Rapids, MI 49525

616-808-3313

www.elitewealthmanagementllc.com

 

Holly Gallagher

Horizon Financial

12935 S. West Bayshore Dr.

Ste 220

Traverse City, MI 49684

231-941-6669

www.horizonfinancialtc.com

 

Michael Ciaciuch

DBS Investment Advisers, LLC

6006 Westside Saginaw Road

Bay City, MI  48706

(989) 686-6222

 

Todd Overbeek

Plan Management Consultants

6307 84th Street SE

Caledonia, MI 49316

616-581-3948

 

MINNESOTA

Daniel Delianedis

American Funds

4624 Drexel Avenue

Edina, MN 55424

800-421-9900

American funds.com

 

David Boniface

Legacy Capital

26201 Glen Oak Drive

Wyoming, MN 55092

651-982-1115

www.legacycapitalwealth.com

 

David Peterson

RBC Wealth Management

60 S 6th St.

Minneapolis, MN 55402

612-373-1704

 

Donald Schellhammer

Sutherland Financial Corporation

2149 Lamplight Drive

Woodbury, MN 55125

651-501-8973

 

John Ehlers

Sentry Retirement Consultants

1660 South Highway 100

Suite 500

St Louis Park, MN 55416

952-697-3707

http://www.sentry-retire.com

 

John Foster

JNBA Financial Advisors

8500 Normandale LakeBlvd, Suite 450

Minneaopolis, MN 55437

952-844-0995

 

Kimberlee Brown

JNBA Financial Advisors

8500 Normandale Lake Blvd.

Suite 450

Minneapolis, MN 55437

952-844-0995

 

Kjirsten Roisen

RBC Welath Management

60 S 6th St. P21

Minneapolis, MN 55402

 

Mark Magnuson

LPL Financial

7715 Vasserman Trail

Chanhassen, MN 55317

952-944-3399

 

MARK OPP

STONEBRIDGE WEALTH MANAGEMENT, LLC

510 22ND AVE E SUITE 202

ALEXANDRIA, MN 56308

320-846-3500

WWW.STONEBRIDGEWEALTHMANAGEMENTLLC.COM

 

Nitya Malik

JNBA Financial Advisors

8500 Normandale Lake Blvd., Ste 450

Minneapolis, MN  55437

952.844.0955

 

Stephen Carlton

Carlton Investment Services Group LLC.

6378 Country Road

Eden Prairie, MN 55346

952-844-0039

 

MISSOURI

Barry Jacobs

Edward Jones

4517 Gemini Drive

St Louis, MO 63128

314-515-1883

 

Glen Reinkemeyer

Reinkemeyer And Reinkemeyer Associates

426 E High St

Jefferson City, MO 65101

573-636-5225

 

James Secker

First Financial Wealth Management

3712 Red Fox Circle

Joplin, MO 64801

417-621-6777

www.firstwealthonline.com

 

John Erickson

American Funds

229 Kehrs Mill Bend Dr

Ballwin, MO 63011

314-296-1256

 

Jonathan Martin

Steamboat Financial Group LPL Financial

416 Elm St

Washington, MO 63090

636-239-1486

www.steamboatfinancialgroup.com

 

Kevin Henderson

First Midwest Bank

PO Box 160

Poplar Bluff, MO 63902

573-785-8461

 

Neal Furlong

The Wexford Group

1099 Milwaukee

#200

St. Louis, MO 63122

314-966-0727

www.TheWexfordGroup.net

 

Paul Carroll

1634 E Swallow

Springfield, MO 65804

 

Sorouch Haddad

Haddad Financial Services, Inc.

4800 Main Street, Suite 241

Kansas City, Mo 64112

816-753-8228

www.haddadfinancialservices.com

 

Tripp Gebhard

PWM Retirement Solutions

55 Willow Hill Road

Saint Louis, MO 63124

314-878-1804

www.pwmstl.com

 

MISSISSIPPI

Chris Noone

MN Investment Group

4780 I 55 N

STE 302

Jackson, MS 39211

601-421-9215

 

Ken Mathis

Hardy Reed

P.O. Box 437

Tupelo, MS 38802

662-823-4722

www.hardyreed.com

 

Kenneth Parkinson

Hardy Reed, LLC

101 South Front Street

Tupelo, MS 38804

662-823-4722

www.hardyreed.com

 

LESLIE MARTIN

MN INVESTMENT GROUP

4780 I-55 North Ste. 302

Jackson, MS 39211

601-362-4060

 

MONTANA

Elizabeth Harris

LPL

655 Mary RD

Bozeman, MT 59718

406-587-5977

 

NORTH CAROLINA

Cameron Wrennall

Summit Retirement Partners

3800 Paramount Parkway

Morrisville, NC 27560

919-674-0734

www.summit-retirement.com

 

Elizabeth Cogswell

13024 Ballantyne Corporate Place

Charlotte, NC 28277

www.horizoninvestments.com

 

N.Elizabeth Gregg

LPL

2302 Howerton Court

Charlotte, NC 28270

704-247-9494

 

Shawn Startti

First Citizens Bank

Wake Forest, NC

www.firstcitizens.com

(919) 716-2019

 

Tim Heilferty

Prudential Investments, LLC

8709 Beaminster Place

Waxhaw, NC 28173

 

NORTH DAKOTA

BRADLEY BERGDAHL

PREMIER WEALTH MANAGEMENT GROUP

803 Spruce Court

Cando, ND 58324

701-968-4000

premeirwmg.com

 

Kelly Hayhurst

Raymond James Financial Services

1111 31st Ave SW, Suite D

Minot, ND 58701

701-852-6205

 

NEBRASKA

Joshua Yost

Oakeson, Steiner & Lindsteadt

601 Lakeside Drive

Hastings, NE 68901

040-246-1300

www.oslinvest.com

 

Ryan Keiser

Keiser Wealth Management

11324 Davenport St.

Omaha, NE 68154

402-827-6141

www.keiserwealth.com

 

NEW HAMPSHIRE

Brian Douglas

Commonwealth Financial Network

28 Whitetail Ln

Chester, NH 03036

603-361-7192

 

Eric Putney

Eldridge Investment Advisors

LPL Financial

686 Chestnut St.

Manchester, NH 03104

603-625-8559

 

Justin Londergan

Eldridge Investment Advisors

LPL Financial

686 Chestnut St.

Manchester, NH  03104

603-625-8559

 

Sean Riley

Eldridge Investment Advisors

686 Chestnut Street

Manchester, NH 03104

603-625-8559

NEW JERSEY

Michael Rosenberg

Prudential Investments

100 Mulberry Street

Gateway Center Three

Newark, New Jersey 07102

973-367-5430

 

Anthony Calabrese

Beacon Wealth Management Group/LPL Financial

1055 Parsippany Blvd

Suite 502

Parsippany, NJ07054

973-335-0100

www.beaconwmg.com

 

Anthony Fiore

Prudential Investments, LLC

Newark, NJ

 

Bill Matyi

Prudential Investments, LLC

Newark, NJ 0

 

Brian Cody

LPL Financial

630 Valley Road #2

Gillette, nj 07933

973-867-1345

www.CodyFA.com

 

Brian Metz

Prudential

Hoboken, NJ

 

Christopher Rodney

Prudential Investments, LLC

Newark, NJ

 

Clint Barker

Prudential

Newark, NJ

 

 

Craig Castner

American Funds

36 warwick lane

Basking ridge, NJ 7920

800-421-4859

 

David Vigilante

Prudential

 

 

Eric Seidman

Prudential

Newark, NJ 0

 

Erik Nanda

Prudential Investments, LLC

 

Heath Black

Prudential

 

Ivan Weiner

Prudential Investments

 

James Cassa

Cassa Wealth Management, P.C.

6 Forest Drive

Hillsdale, NJ 7642

201-355-1788

www.cassawealthmgmt.com

 

James Dilorenzo

Prudential

 

Jason Church

Prudential Investments, LLC

 

Jeffrey Meltzer

Prudential

 

John Fallon

Prudential

 

John Grambone

Prudential Investments, LLC

 

Joseph Ferraro

Prudential

 

Joseph Gill

Prudential Investments

 

Julian Heyward

Prudential Investments

 

Justin Frisch

Prudential

 

Keith Dewey

Prudential

 

Ken Haworth

Prudential Investments, LLC

 

Kimberly LaPointe

Prudential Investments, LLC

 

Mark Scalera

Morristown Wealth Management

147 Brookside Drive

New Providence, NJ 07974

973-971-0029

www.mwmllp.net

 

Mark Walters

Sweatt & Walters Assoc. LLC

235 Route 22 East

Suite 6

Green Brook, NJ 08812

732-968-4300

www.sweattandwalters.com

 

Peter Ponzio

Longview Financial Partners

30 Shamrock Rd

Lumberton, NJ 08048

609-249-2021

 

Robert Colon

Manhattan Ridge Advisors

350 Main St.

2nd Floor

Bedminster, NJ 07921

908-719-9500

 

Robert Sorge

ClearView Investment Management

19 Heather Hill Way

Mendham, NJ 07945

973-845-2460

www.clearviewinvestmentpartners.com

 

Shawn Conroy

Prudential Investments, LLC

 

Stan Hurst

Prudential Investments, LLC

 

Tammy Marshall

Prudential Investments, LLC

 

Tim Tone

Prudential

 

Tom Khoury

Prudential

 

William Niederauer

Prudential Investments, LLC

 

Yocari Lara

Corinthian Partners, LLC

10 E. 53rd Street, 28th Floor

New York, NY

CorinthianPartners.com

(212) 287-1524

 

NEVADA

Andrea Hall

Arista Wealth Management

10091 Park Run Drive #200

Las Vegas, NV 89145

702-309-9970

www.aristawealth.com

 

Christine Soscia

RBG

Po box 371725

Las vegas, Nv 89137

702-243-4931

 

Kathy (Mary) DiCenso

DiCenso & Associates

5414 Longley Ln, Ste 200

Reno, NV 89511

775-336-0021

 

NEW YORK

Christopher Braccia

Manhattan Ridge Advisors

1325 Avenue of the Americas

27th Floor

New York, NY 10019

212-370-1111

 

Damon Marra

Ladmar Associates

1983 Marcus Avenue

Suite 114

Lake Success, NY 11042

516-883-6384

www.ladmar.com

 

Dominick Sageer

LPL Financial

1018 Wheatfield Way

Camillus, NY 13031

315-703-1334

 

James Glose

Northeast Retirement Plan Advisors

676 Columbus Parkway

Buffalo, NY 14213

716-674-6200

 

John Mendrysa

Capital Wealth Management of New York

4 Springhurst Drive

Suite 209

East Greenbush, NY 12061

518-935-2324

www.lpl.com/john.mendrysa

 

Mark Temple

RBP New York

10 Gailes Drive

Slingerlands, NY 12159

518-439-5600

www.RBPNewYork.com

 

OHIO

Aaron Smith

220 Perry Street, Ste 200

Fostoria, OH  44830

www.financialdesignohio.com

 

Brian Davis

Davis Wealth Management, LLC

3292 Coventry Lakes Drive

Medina, OH 44256

330-777-3329

www.daviswealthmanagement.com

 

Cheryl Hann

Oberlin Wealth Partners, LLC

Bryan, OH

419-636-1141

 

Dan Ishee

Ishee Investment Consultants

145 Akron Road

Wadsworth, OH 44281

330-334-4000

 

Earl Clifford Oberlin

Oberlin Family Partners

208  N. Lynn Street

P.O. Box 711

Bryan, OH 43506

419-636-1141

 

Edward Wilson

Stratos Wealth Partners

6231 Simon Lane

Hudson, OH 44236

234-200-5465

stratoswealthpartners.com

 

Joseph Chornyak, Jr.

Chornyak & Associates, Ltd.

716 Mt. Airyshire Blvd.

Suite 200

Columbus, OH 43235

614-888-2121

www.chornyak.com

 

Laura Arocha

401kDIRECT

5803 Rushwood Dr

Dublin, OH 43017

614-336-8220

 

Mario Giganti

Cornerstone Capital Advisors

1507 Boettler Road

Suite G

Uniontown, OH 44685

896-6250

 

Robert D’Anniballe, Jr.

Pietragallo, Gordon, Alfano, Bosic & Raspanti, LLC

200 Stanton Blvd, Suite 100

Steubenville, OH 43952

740-282-6705

 

Robert Jerger

Cincinnati Investment Advisors LLC

550 Wards Corner Rd

Loveland, OH 45140

513-575-3930

www.cincinnatiinvestmentadvisors.com

 

Rodney Zoyhofski

Zoyhofski Financial Services/LPL Financial

5630 Middlebranch Ave NE

Canton, OH 44721

330-492-3586

http://www.lpl.com/ZFS

 

Stacey King

Cincinnati Investment Advisors, LLC

550 Wards Corner Road

Loveland, OH 45140

513-575-3930

www.cincinnatiinvestmentadvisors.com

 

Steven Eiting

Minster Bank

179 N Garfield St

Minster, OH 45865

419-628-2351

 

Ted F. Marroulis

LPL Financial LLC

1861 Shady Lane

Salem, OH 44460

330-533-4156

 

Tina Nofzinger

LPL Financial

109 Schlatter Rd

Archbold, OH 43502

800-877-7210

 

OREGON

John Mulligan

Mulligan Capital

7185 SW Sandburg St.

Suite 115

Tigard, OR 97232

503-352-4019

 

Lyle Kearns

Advisory Services & Investments, LLC

15 SW Colorado Suite 280

Bend, OR  97702

www.advisory-services.com

(541) 617-0898

 

Troy Reinhart

Northwest Quadrant Wealth Management

63088 ne 18th st

Suite 190

Bend, OR 97701

531-388-9888

Www.northwestquadrantwealth.com

 

Tyler Simones

Northwest Quadrant Wealth Management (LPL)

63088 NE 18th St., Suite 190

Bend, OR 97701

541-388-9888

 

PENNSYLVANIA

Alan Brecher

RTD Financial Advisors

30 S 17th Street

Suite 1620

Philadelphia, Pa 19103

215-557-3800

rtdfinancial.com

 

Amira Adams

RTD Financial Advisors, Inc.

30 S 17th Street

Suite 1620

Philadelphia, PA 19103

215-557-3800

 

Andrew Arno

Professional planning Ass.

1639 copper beech rd

HV, Pa 19006

215-875-8666

www.proplanners.org

 

Antonio Loffreda-Mancinelli

Wealth Management Partners

511 Ivy St Pittsburgh, PA  15232

(412) 539-0015

 

Bill Shank

BRE Financial Solutions, Inc.

1430 East Maple Street

Palmyra, PA 17078

717-473-8072

 

Christopher Cashell

Nextier Bank, LPL Financial

PO Box 1550

Butler, Pa 16003

724-214-6328

 

Chuck Hammond

55 Preakness St

Hanover, PA 17331

www.rrg401k.com

 

David Waters

Professional Planning Associates

1429 Walnut St.

Suite 600

Philadelphia, PA 19102

215-875-8666

www.proplanners.org

 

Diane Pearson

Legend Financial Advisors, Inc.

5700 Corporate Drive, Suite 350

Pittsburgh, PA 15237

412-635-9210

 

Gary Casciola

TJS Financial Services, LLC

1301 Grandview Avenue

Suite 400

Pittsburgh, PA 15211

412-224-5880

 

Gregory Dufala

Legacy Financial

5526 Clinton St

Erie, PA 16509

814-860-6131

www.lferie.com

 

Henry Cluver

RTD Financial Advisors

30 S. 117th St.

Suite 1720

Philadelphia, PA 19103

000-557-3800

 

J. Alexander Callas

Armstrong Wealth Management

308 Market St

Kittanning, PA 16201

724-545-1919

www.lpl.com/alexander.callas

 

Jackie Scalise

Babb Retirement Services

850 Ridge Ave

Pittsburgh, PA 15212

412-237-2081

 

James Martin

Santori & Peters, Inc.

2284 Linwood Drive

Allison Park, PA 15101

412-373-6904

 

James Zbach

LPL Financial / Legacy Financial

871 W Arlington Road

Erie, PA 16509

814-833-3360

www.lferie.com

 

Jeffrey Heasley

Private Wealth Advisors, Inc.

4900 Perry Highway

Suite 300

Pittsburgh, PA 15229

412-931-2700

 

Joseph Rowan

Pudential

512 Reginald Lane

Collegeville, PA 19426

 

Louis Berteotti

Berteotti Insurance and Financial Services

21119 Paint Blvd.

Shippenville, PA 16254

814-226-4522

www.berteottifinancial.com

 

Matthew Fitzgibbons

Federated Investors

Federated Investors Tower

1001 Liberty Ave.

Pittsburgh, PA 15222

000-288-7947

 

Matthew Leeper

The Capital Group

221 South Wayne Avenue

Wayne, PA 19087

610-551-2576

www.americanfunds.com

 

Robert Malcolm

LPL Financial

850 Ridge Ave

Pittsburgh, PA 15212

412-913-7203

 

Ryan Quinn

Prudential Investments-DCIO

Elkins Park, PA

857-488-9057

 

Thomas Furey

Summit Partners, Inc.

2002 Renaissance Blvd.

Suite 220

King of Prussia, PA 19406

610-628-9876

 

Timothy Decker

ISI  Financial Group, Inc

26 A East Roseville Road

Lancaster, PA 17601

 

RHODE ISLAND

Bill Horn

Retirement & Benefit Partners

166 Bay Spring Avenue

Barrington, RI 2806

401-213-0665

www.retirementandbenefitpartners.com

 

Joseph Medeiros

Medeiros Financial Services, Inc.

2348 Post Rd., OFC

Warwick, RI 2886

401-921-0620

www.medeirosfinancial.com

 

SOUTH CAROLINA

George Jameson

Discipline Financial Management, LLC

4407 Shannon Springs Rd.

Columbia, SC 29206

803-466-8984

 

Richard Heckard

Continuum Capital Advisory LLC

1162 Ebenezer Rd

Rock Hill, SC 29732

803-325-1020

 

TENNESSEE

Bennett Jared

MapleCross Wealth Management, LLC

3935 Plantation Drive

Cookeville, TN 38506

931-526-0777

maplecross.com

 

Brian Click

Andrew Johnson Investment Services

913 Tusculum Blvd

Greeneville, TN 37745

423-783-1033

www.andrewjohnsoninvestmentservices.com

 

Gary Collier

Pinnacle Asset Management

3004 Flagstone Dr

Franklin, TN 37069

615-690-1417

 

Jonathan Crawford

Prudential

2983 McLemore Circle

Franklin, TN 37064

 

Larry Crocker

237 W Northfield Blvd Suite 100

P O Box 11408

Murfreesboro, TN 37129

 

TEXAS

 

Barbara Sullins

CONFIDENTVISION

5210 MCKINNEY AVE.

3 RD FLOOR

Dallas, TX 75205

214-525-7500

 

Cynthia Barker

Charles Schwab

12401 Research Blvd Building II 04-139A

Austin, TX  78759

(512) 682-7601

 

Douglas Fletcher

DTF Financial, Inc.

P.O. Box 2448

Pflugerville, TX  78691

www.dtffinancial.com

(512) 990-3000

 

Jacob Short

JJCS FINANCIAL SERVICES

PO BOX 1109

INGRAM, TX 78025

713-806-5599

www.jakeshort.com

 

James McAfee

Joseph Financial Partners

123 W. San Antonio

Fredericksburg, TX 78624

830-997-4763

 

Jon (Mitch) Watson

FB&T Wealth Management

9816 Slide Rd

Lubbock, TX 79424

806-788-2807

 

Kevin Davis

Davis Financial / LPL Financial

9330 LBJ FRWY

Dallas, TX 75243

972-233-8300

www.dfsplan.com

 

Meghan Elwell

Sage Advisory Services, Ltd. Co.

5900 Southwest Parkway Building I

Austin, TX  78735

(512) 327-5530

 

Richard Baird

LPL Financial

1550 W Walnut Hill Lane

Irving, TX 75038

972-753-4445

www.planwithrick.com

 

Rochelle Rodriguez

American Funds from Capital Group

3039 Clearfield Dr

San Antonio, TX 78230

 

Stephen Cross

Cross Financial Strategies, LLC

4551 Ashford Dr

Dallas, TX 75214

214-484-9476

www.crossfinancialstrategies.com

 

Stephen Wilson

Raymond James Financial Services

1921 E 37th St, Ste B

Odessa, TX 79762

432-367-5500

stephencwilson.com

 

UTAH

Corby Dall

401k Advisors Intermountain

27 Northridge Way

Ste 500

Sandy, UT 84092

801-631-1988

401kaim.com

 

Gerald Garrett

Keeler Thomas, Inc

1327 S 800 E

Orem, UT 84097

801-226-0800

 

Jason Seymour

Seymour Financial / LPL Financial

PO BOX 1351

American Fork, UT 84003

801-763-8978

 

Jeffrey Vincent

Great Basin Financial Services

2854 Bonnie Brae Ave.

Salt Lake City, UT 84124

801-871-0837

www.greatbasinfinancial.com

 

Kirk Welch

Moreton Retirement Partners

5442 West Pulley Lane

Herriman, UT 84096

801-715-7135

www.moretonretirementpartners.com

 

Larry B. Hanks

LPL Financial

8899 South 700 East

Ste 225

Sandy, Ut 84070

801-871-0841

 

S. Parker Christiansen

Presidio Wealth Management

1772 Crimson Oak Drive

Draper, UT 84020

801-290-3201

www.presidiowealth.com

 

VIRGINIA

 

Kathleen Duffy

Independence Wealth Advisors, Inc.

6723 Whittier Ave. Suite 200

McLean, VA  22101

www.inwealthinc.com

(703) 752-6000

 

Donald Potter

SIGMA Financial Services, Inc.

2766 Electric Road SW

Suite B

Roanoke, VA 24018

540-989-2020

 

Gregory Clough

Arlington Benefits & Financial Group

4121 34th Rd N

Arlington, VA 22207

703-224-8085

www.arlingtonbenefits.com

 

Jason Alexander

Lpl

3810 moss drive

Annandale, va 22003

703-564-7595

 

Jennifer Daknis

LPL Financial

701 TOWN CENTER DRIVE

SUITE 104

NEWPORT NEWS, VA 23606

757-223-5902

sigmendaknis.com

 

John Frisch

Alliant Wealth Advisors

4008 Genesee Place, Suite 201

Woodbridge, VA 22192

703-878-9050

www.alliantwealthadvisors.com

 

Jonathan Young

American Funds

2145 Hickory Forest Drive

Chesapeake, VA 23322

 

Joseph Syron

Orion Investment Advisors

2010 Corporate Ridge, Suite 560

McLean, VA  22102

703.720.5990

www.orionria.com

 

Kenneth Rogers

Rogers Financial

2262 Bluestone Hills Drive

Suite B

Harrisonburg, VA 228091

540-442-6426

www.rogersfinancialgrp.com

 

Kristin Baker

The Meltzer Group

4928 18th Street North

Suite 410

Arlington, VA 22207

301-581-7358

 

Laurie Wieder

Alliant Wealth Advisors

4008 Genesee Place

Suite 201

Woodbridge, VA 22192

703-878-9050

 

Owen Franklin Showalter

Stern and Heatwole Financial Group

305 Lucy Drive

Harrisonburg, VA 22801

540-438-0547

www.sternheatwole.com

 

Sam Eisen

LPL Financial

4021 Williamsburg Ct

Fairfax, VA 22032

703-278-0436

 

Steven Crawford

The Main Street Group

4510 Cox Rd

Suite 102

Glen Allen, VA 23060

804-270-4470

www.themainstreetgroup.com

 

Rudy Garcia

Retirement Plan Advisors of VA

802 Rivanna Woods Dr

Fork Union, Virginia 23055

850-776-9209

 

VERMONT

Jonathan Milne

J.A. Milne Wealth Mgmt

P.O. Box 755

Williston, VT 5495

802-879-1139

www.jamilne.com

 

WASHINGTON

Cary Wong

LPL Financial

12704 E. Nora Ave, Ste. C

Spokane Valley, Wa 99216

509-892-0070

 

Douglas MacLardy

LPL Financial

15007 NE 10th Street

Vancouver, WA 98684

360-896-5757

columbiaassociates.com

 

Kimberly McDaniels

Raymond James

6 E Alder St., Ste 307

Walla Walla, WA 99362

509-522-0454

 

WISCONSIN

Ashley Haubrich

MHK Group

9701 Brader Way

Suite 202

Middleton, WI 53562

608-826-2901

 

Erik Swenson

Retirement Plan Solutions

W375S4957 E Pretty Lake Rd

Dousman, Wi 53118

262-641-0800

www.rplansolutions.com

 

Greg Janssen

Cetera Advisor Networks LLC

N80 W16359 Rainbow Dr

Menomonee Falls, WI 53051

262-623-0259

 

James Maginnis

Rendler Maginnis & Co.

625 Water St., Ste 105

Prairie du Sac, WI 53578

608-644-1903

 

John Steven O’Rourke

LPL Financial

P.O. Box 238

River Falls, WI 54022

612-670-3720

www.lpl.com/steve.orourke

 

Larry Kachel

Cetera Financial Specialists

16800 West Greenfield Ave, Suite 350

Brookfield, WI 53005

262-784-1938

 

Mark Goff

Raymond James Financial Services

4061 Vilas Road

Cottage Grove, WI 53527

608-222-8959

 

Michael Driscoll

MHK Group

3621 W. River Ridge Ct

Mequon, WI 0

000-467-1514

 

Nicholas Letter

Advisors Management Group, Inc

617 Lee St

Seymour, WI 54165

920-434-2192

advisorsmanagement.com

 

Todd Rendler

Rendler Maginnis & Co., Inc.

625 Water St., Ste 105

Prairie du Sac, WI 53578

608-643-8882

rmcoi.net

 

WEST VIRGINIA

Thomas Stine

HFI Wealth Management

P. O. Box E

Shepherdstown, WV

540-450-1500

 

WYOMING

Daphne Weitzel

Alliance Benefit Group

456 Fulton Street, Suite 345

Suite 345

Sheridan, WY 82801

309-671-4200