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Aaron Benway, CFP®
Adam Bilmes, CIMA®, CFP®, CRPC®
Adam Blumberg
Adam Kornegay
Adam Kornegay, RCC
AJ Boury
Alan Mijes
Alana Kohl
Alex Egan
Alex Sheldon
Alexandria Cole-Davis
Alexis Olian, CFP®
Ali Rezvan
Allie Carey
Allison O'Shea
Allyson Lewis
Alonso Rodriguez Segarra, CFP®
Amber Williams, CFA
Amy Florian, FT, MA
Amy Franko
Amy Leis, PhD, CFP®
Ana Trujillo
Andi Wren, AFC®, MQFP®
Andres Mazabel
Andrew Altfest, CFP®, MBA
Andrew Fussner, Esq.
Andrew Komarow, MSFS, CFP®, AEP®, AIF®, BFA™, CAP®, CASL®, CHFC®, ChSNC®, CLU®, CNP™, FSCP®, REBC®, RHU®, RICP®, WMCP®
Angela Atherton, CFPA, FRM
Angeline Chen
Anna N'Jie-Konte, MBA, CFP®
Annalee Kruger
Annette Hines
Ashley Ilardo
Ashley Leftwich
Ashley Murphy, CFP®, AIF®, CEPA™
Ashley Quamme, MSFT, CFT-I
Ashton Applewhite
Autumn Campbell, CFP
Barbara Kay, MA, LPC, RCC, TIPC
Barbara Micheletti, GS, Gerontologist
Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®
Barry Streit, CLU, ChFC®
Ben Birken, CFP®
Ben Coombs
Ben Lewis
Ben Watson, CISM
Bill Harris, CFP®, RMA
Bill Harris, RMA, CFP®
Blain Pearson, PhD, CFP®
Blaine F. Aikin, AIFA, CFA, CFP
Blake Grey
Blake Wood
Bob Veres
Bobby Henebry, CFA
Bode Hennegan
Brandon Buckingham, J.D., LL.M.
Brandon Heid, CFP®
Brandon Lurie
Brent Belisle
Brent Weiss, CFP®, ChFC
Brett Conley
Brian Dress, CFA
Brian Edelman
Brian Walsh, CFP®
Brian Wruk, CFP®(US, CDA), TEP, CIM
Bridget Grimes, CFP®
Brooke Stoddard
Brooklyn Brock, CFP®, DEPA. ChFC®, CKA
Bryan Clontz Ph.D., CFP®, CAP®, AEP®
Brynne Conroy
Caleb Brown, MBA, CFP®
Caleb Harty, CFP®
Caleb Silver
Cameo Roberson
Candice Carlton
Cara Smith, CPA, CFP®
Carl M. Christie, MBA, CFP®, CFS®
Carly Schulaka
Carol Fishman Cohen
Carol Marak
Carolyn McClanahan, MD, CFP®
Carrie Nelson
Catalina Franco-Cicero, MS, CFP®, CTS™
Catherine Findley, EA
Celisa Morin
Chad Eyrich, CLTC
Charesse Hagan
Charesse Spiller
Charles Sherry, M.Sc.
Charlie Goldsmith
Charlie Goldsmith
Chaya R. Biskin-Sitko, Esq.
Cheryl Holland, CFP®
Cheryl Panther, CPA/PFS, ADFA/CDFA
Chet Bennetts, CFP®, CLU®, ChFC®, CLF®, RICP®
Chris Austin
Chris Draughon, CFP®
Chris Heye, Ph.D.
Chris Lugo (He/Him/His)
Chris Mauriello
Chris Miles, MSW, LCSW
Christian Munafo
Christine Hargrove
Christine Sjolin, SHRM-SCP
Christopher Stroup, MBA
Chuck Hayes
Claire Thornton, CFP®, EA
Clay Kretsinger
Cody Garrett
Colin Yackel, CFP®
Colleen Hallinan
Corliss Taylor, JD, MBA, CTFA
Courtney McQuade
Cozette Wittman
Cozy Wittman
Cozy Wittman
Craig Callahan, DBA
Craig Lemoine, Ph.D, CFP
Curtis Kaiser, JD/MBA
Curtis V. Cloke, RICP
Damon King, CFP®
Dan DiLella
Dan Inveen
Dan Martin
Dan Moisand, CFP®
Dan Solin
Dana Rubin
Daniel Crosby, PhD
Daniel Krause
Daniel Metcalf
Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
Daniel Zajac, CFP®
Daria Victorov, CFP®
Daria Victorov, CFP®
Darin Shebesta, CFP®, AIF®
Dave Yeske, CFP, DBA
Dave Yeske, CFP®, DBA
David & John Auten-Schneider
David Blanchett, Phd, CLU, ChFC®, CFP®, CFA®
David Dewitt, CFP®
David Dubofsky, PhD, CFA®
David E. Appel, CLU®, ChFC®, AEP®
David Engquist, CPA
David Grau, Sr., JD
David Lau
David Lezcano
David N. Levine, Esq.
Dawn Farabee
Dean A. Mioli, CFP®, CPA/PFS, CIMA
Debbie Schultz, EJD, CTFA, ChSNC®, ChFC®
Denise Appleby, MS, CISP, CRC, CRPS, CRSP, APA
Dennis Stearns, CFP®, ChFC
Derek Graham
Devon Velnosky
Diana Cabrices
Diana Yáñez, MA, CFP®, RLP®
Diane S. Bourdo, CFP®
Diego Candida
Dirk Pantone, CPA, CFP
Don St. Clair, CFP®, AIF®
Don St. Clair, CFP®, AIF®, ChSNC®, CCFC
Donald G. Bennyhoff
Douglas Grim, CFA
Dr. Aman Sunder
Dr. Brad Klontz, Psy.D., CFP®
Dr. Charles Chaffin
Dr. James Adams, PH.D.
Dr. Lamar Pierce
Dr. Martin Seay, Ph.D, CFP
Dr. Michelle Trujillo
Dr. Nandita Das
Dr. Sarah Asebedo
Dr. Shachar Kariv
Dr. Stephen C. Brody, CFP®, ChFC, RLP
Duane Thompson
Dylan Tyson
Easton Price, CFP®
Ed Rodbro
Ed Slott, CPA
Eleanor Blayney, MBA, CFP®
Elizabeth Schwartz
Elizabeth Jetton, CFP®, M.Ed.
Elizabeth Yoder, CFP®
Elliott Chang
Emil J. Ali
Emily Forst
Emily Koochel, Ph.D., AFC®, CFT-I™
Emily M Chiang, CFP®, MBA
Emma Cramm, CFP®
Enjoli Ramsey
Eric Leeper, CFA
Erica Doray Seremeta, CIMA®
Erica Dhawan
Erica James, CPA
Erin Botsford, CFP®
Erin Stout
Erinn Andrews
Francheska Pimentel, CPA
Frank Paré, CFP®
Frank Summers
Fred Reish
Freddy Garcia, CFP
Garrett Jackson
Gary Altman, JD, CFP, LLM (Tax)
Gary Bradt, PhD
Gary Clement, CFP®, CRPS, CRPC, AFC, MPAS
George Fernandez, MBA, CPBC, CFP®
George Hartman
Gordon Stein BESc, MBA, CSC, CFEI
Greg Friedman
Greg Geisler, PhD
Greg Goin
Greg Murray
Gregg Lunceford, PhD, CFP®
Gretchen Halpin
Guy Cumbie, CFP®, CIMA®, RLP®
Hank Lobel, CFA, CFP®
Hannah Moore, CFP®
Hannah Moore, CFP®
Harris Scher
Harry Mamaysky
Heather Fortner
Heather Jarvis
Helena Yang
Hillary Rivera
Hugo Sanchez
Ilona Lohrey (she/her)
Jackie Cummings Koski, MSPFP, HSAe, CEPF
Jake DeKinder, CFA®
Jake Kouns
James Carpenter
James Lange, CPA, J.D.
James Lee, CFP®
Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Jane Mepham, CFP®
Janet E Dockstader, JD, CFLS
Janice Cackowski, CFP®
Janice Cackowski, CFP®
Jantz Hoffman
Jason Co
Jason Hsu, Ph.D.
Jason Ramage, CFP®
Jason Rogers
Jay Loyd, CPA, CFP
Jay Weisman, CAP®
Jean Dunn, CFP®
Jeff Coyle
Jeff Feazell
Jeff Nash
Jeff Stanford
Jeffrey N. Tomaneng, CFP®, CLU®, CIMA®
Jen Rubin
Jennifer Lehman, PhD, JD, CFP®, CAP®
Jerry Auippa, CRMP
Jerry Chasen
Jerry Paul, CFA
Jewell Fears
Jill Schofield
Jim Kantowski, CFP®, CPA
Jim Marrocco, CFP®, CFA (he, him, his)
Jim McCabe
Jim Pavia
Joanne Dashiell
Jocelyn Wright, CFP®, RICP®
Joe Messinger, CFP®, ChFC, CLU
Joel Dickson, PhD
Joelle Martinez
John
John Anderson
John Cullum, CFP®
John E. Grable, PhD, CFP®
John E. Ryan, CFP®
John Eing, CPA, CFP®
John Langston, CAIA
John M. Hayes
John Mackowiak
John Moore
John R. (Dick) Power, CFP®
John Renner, LL.M., JD, CFP®, ChFC
John Salter, CFP®, PhD
John Scroggin, J.D., LL.M., AEP
John T. Carr
John W. Cullum, CFP®
John W. Cullum, CFP®
John York, CPA, CFP®
Jon Dauphine, JD
Jonah Toleno, JD
Jonathan Sparling
Joseph Buhrmann, CFP®, CLU®, ChFC®
Joseph H. Morgart
Joseph Orsolini, CFP®
Joseph Stemmle, CFP®
Josephine Colacci, Esq.
Josh Blum, CRMP
Josh Stoffregen-Foye
Joshua Harris, CFP®, AFC
Joshua T. H. Charles, CFP®, ChFC®, CLU®, ADPA®, CEP®, CLTC®, WMS, AIF®
JR Humphreys
Juan Ros, CFP®, AEP®, CSPG, CEPA
Julia Brufke Wenger, CFP, ChFC, EA
Julie A. Welch, CPA, CFP®, PFP
Julie Holmes
Julie Littlechild
Julie Quick, CFP®, BFA™, CDFA®
Julie Welch, CPA/PFS, CFP®, AEP
Justin Castelli, CFP®
Kaitlin Hendrix, CFA
Kalli Fedusenko
Kamila Elloitt, CFP®
Kate Brownstein, CFP®
Kate Dore, CFP®
Kate Healy
Kathering Gory
Kathleen Boyd, CFP®
Kathleen Burns Kingsbury
Kathy Longo, CFP®, CAP, CDFA
Katie Burke, CFP®
Kay Pfleghardt, CFP®
Keith Beverly, CFA. CFP®
Kerri Feazell
Kevin Baum
Kevin Clark, CFP®
Kevin Healy
Kevin L. Walsh, Esq.
Kevin Lam
Kevin Nichols
Kieran Elizabeth Rooney, CFP®, EA
Kimberly Bridges, PhD, CFP, CPWA
Kirsten Meder, CAIA, CMT, Director
Klementina (Tina) X. Sula
Krista Sheets, CPBA, CPMA, Certified DISC and Motivators Navigator
Kristin Harad, CFP®
Kristy Gusick
Kyle Jordan
L. Paul Hood, Jr., JD, LL.M.
Laine Schoneberger
Larry Swedroe
Larry W. Carroll, CFP®
Laura J. LaTourette, CFP®
Laura Jansen, CFP®, CPA, CFT-I™
Laura Jansen, CFP®, CPA, CFT-I™
Lauren Forlenza
Lauren Iwema, CAP®
Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP
Lea Landaverde
LeCount Davis, CFP®
Leo Marte, CFP®
Leo Rydzewski, JD
Leslie Cook
Leslie Daff, J.D.
Leslie Olsovsky
Lewis J. Walker, CFP
Lili A. Vasileff, CFP, MAFF, CDFA
Lisa A. Kirchenbauer, CFP®, RLP, CeFT
Lisa Callahan
Lisa M. Ong, PCC, CPA
Lisa Wallace
Liz Gillette, CFP®
Lois Ann Stanton, JD
Lori A. Ropa, CAE
Lorraine del Prado, CSPG, CFRE, FCEP
Louis Barajas, CFP®, MBA, EA
Louis Retief
Luis Rosa, CFP®, EA
Luke Dean, CRC, RFC, CFP
Lyle Sussman
Lynn Ballou, CFP®
Mac Gardner, CFP®
Mamie Patton
Marc Kiner
Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®
Marci Rossell
Marcia S. Wagner
Margaret Conklin, CPA
Marguerita Cheng, CFP®, CRPC, RICP®, CSRIC®
Maria Castillo Dominguez, MS, CFP®
Mariah Sacoman, CFP®
Marianne Oehser, CPRC, MM
Marie Swift
Marina Baronovsky
Marjorie Barrie, LTCP
Marjorie Fox, JD, CFP®
Mark Kantrowitz
Mark L. Prendergast, CPA, CFP, CDFA
Mark Prendergast, MS, CPA, CFP®, CDFA®, MSAP®
Mark Shone, CFP®
Marta Shen, JD, CPA, CFP®
Martha Shedden, RSSA, CRPC
Marti Hoffer
Martin Kurtz, CFP®
Marvin Blum, CPA
Mary Kate Gulick
Marylouise Serrato
Matt Fizell, CFP®
Matt Lyttle
Matt Sommer, PhD, CFA, CFP®
Matt Thompson, CFP®
Matt Wright, CIMA®
Matthew A. Berlin (he/him/his)
Matthew Ricks, MBA, CFP®
Medicare Rights Center
Meg Bartelt, CFP, RLP
Megan Kopka, CFP®, RLP®
Megan McCoy, PhD, LMFT
Meghaan Lurtz, PhD
Michael Cocanower
Michael DiJoseph, CFA
Michael Falk, CFA, CRC
Michael Finke, CFP®
Michael Futterman
Michael Harris, CFP®, CLU, ChFC
Michael Haubrich, CFP®, CSA®
Michael Rapps
Michael Visconti, CFP®
Michael Zhao
Michele B. Collins, JD
MIchelle Fait, MBA, CFP®, EA, CDFA
Michelle Petrowski, CFP®, CDFA®
Michelle Wong, FPQP® (she/her/hers)
Miguel Gomez, CFP®, EA
Mike Byrnes
Mike Kerins, CFA, FRM
Mike McGarry
Milton Ezrati
Mindy Neira, CFP®, ChSNC®
Mishkin Santa, JD, LL.M, TEP
Nathan Astle
Nathan Gehring, CFP®
Nathan Harness, CFP®
Nick Follett
Nick Mazing
Nicole Green, EA, MST
Nicole Madosik
Olga Camargo
Otto Rivera, CFP®
Pat McClain
Patricia Kummer, CFP®
Patrick Spenner
Paul Bosse, CFA
Paul Brahim, CFP®, AIFA®, Series 6, 7, 24, 53 & 63 Securities Registrations, Series 65 Advisory Registration
Paula Jones, Attorney
Peachie Thompson
Peter Stahl, CFP®
Phil Walker
Philip Herzberg, CFP®, CTFA, AEP
Phillip Kosmala, CFA
Phuong Luong, CFP®
Professor Cindy Shnaider
R. Scott Strait, OhD
Rachel B. Goldman, J.D., CPC, ELI-MP
Rachel Elson, CFP®
Rachel F. Moran, CFP
Rachel Robasciotti
Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP
Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP(R), AEP(R) (Distinguished),
Ray Sin, PhD
Rayhaneh Sharif-Askary
Raymond Benton, CFP, CRPC, EA
Raymond Benton, CFP®, CRPC, EA
Rebecca Willman
Ric Edelman
Richard Chen
Richard P. Rojeck, CFP®, AIF®
Richard Powers
Rick Kahler, CFP®
Rick Kahler, MS, CFP®, CFT-I™, CeFT™, CCIM
Rob Hamshare
Rob Harvey, CFA®
Robbie Heeger
Robert B. Mauterstock, Jr., CFP®, CLU®, CLTC®
Robert Bolen, CFP®, CFA®, CeFT®, FBS®
Robert Castillo, CFP®, ADPA
Robert Hamshar
Robert Huebscher
Robert K. Grunewald
Robert Keebler, CPA/PFS, MST, AEP
Robert Powell, III, M.S., CFP®
Robert S. Laura, CPRC, AAMS, CMFC, CRPC, CKA
Robert Sofia
Robert V. Bolen, CFP®, CFA®, MBA, CeFT, FBS
Rochelle A. Truzzi
Rodrigo Gordillo, CIM
Roger Pine, CFA®, CFP®
Roger Young, CFP®
Ross E. Bruch, Esq.
Roy Ramthun
Russ Kliman
Ryan Donohue
Ryan Firth, CPA, CCFC
Ryan O. Murphy, PhD
Ryan S. Galiotto, CFP®
Ryan S. Galiotto, CFP®
Ryann Marotta, CFA, CFP
Sabrina Lowell, CFP®, CPCC®
Sadiya Abjani
Sam Adams
Samantha Anderson
Samantha Lamas
Samantha Russell
Samir Mehta
Sandra Gilson
Sara Gerber
Sarah Dale, Certified Generations Professional, Certified DISC and Motivators Navigator
Sarah E. Swantner, CFP®
Sarah Fallaw
Sasha Grabenstetter, AFC®
Saundra Davis, MSFP, FFC®, FBS®
Schyler Adams, CFP®
Scott Bishop, MBA, CPA/PFS, CFP®
Scott Hanson, CFP®, CFS®, ChFC®
Scott Lesnick, CSP
Scott Nance
Scott T. Edgcomb, CFA
Sean Bailey
Sergio Garcia, CFP®
Shachar Kariv, PhD
Shachar Kariv, PhD
Shane Morrow, CFP®, CIMA, CAIA
Sharon Epperson
Shawn Jaberzadeh
Shehan Chandrasekera
Shelbi Day
Shelitha Smodic, CFP®
Sheryl J. Manning, Esq, PL
Shiloh R. Bates
Skot Waldron
Sonya Dreizler, CFP
Soraya Morris, ChFC
Spencer Sherman
Spencer Watson
Stacy Francis, CFP®, CDFA, CES
Stan Haithcock
Stephanie Bogan
Stephanie Lee, CFP®
Stephanie Trexler, CFP®
Stephen Brody, CFP®, ChFC, RLP, EdD
Stephen Davis
Stephen J. Resch
Stephen J. Resch, CLTC
Stephen Urbrock, MBA, AAMS® (He/Him/His)
Steve Resch
Steve Vernon, FSA
Steven A. Starnes, MBA, CFP®
Steven Weisman
Stuart Heckman, PhD, CFP®
Susan Bradley, CFP®, CeFT®
Susan Brandeis, CFP®
Susan Danzig
Susan Latremoille, CRPC, FEA, ICD.D, MBA
Suzanne Siracuse
Suzanne Siracuse
Tammy Breitenbach
Tammy Lee, CFP®
Taufiq Hasan Quadria
Taylor Schute, CFP®
Teresa Riccobuono
Terria Heng
Terry Bradford-Crane, MBA
Terry Bradford-Crane, MBA, CFP®
Thom Allison, CFP®
Thomas C. West, CLU, ChFC, AIF
Thomas Drapala
Tiffany House, CAP, CEPA
Tiffany Murray, PhD
Tim R. Johnston (He/Him), Ph.D.
Todd Reesing
Tom Duncan, JD, CLU, ChFC
Tori Ferguson
Torre Nigro
Travis Briggs
Travis Pearson
Travis Walker
Trudy Turner, CPA/PFS, CFP®, CPWA®
Tyrone V. Ross Jr.
Tyrone V. Ross, Jr.
Valerie Rivera
Victor Gertsen EA, M.S., CFP®, GFP®
Victor Rohe, CIMA
Vince Reese
Virginia La Torre Jeker, J.D.
Wade D. Pfau, PhD, CFA
Walter K. Booker
Walter White
William Cunningham
William Droms, CFA
William Reichenstein, PhD, CFA
William Reichenstein, PhD, CFA
Yonhee Choi Gordon, CFP®
Zack Fichter
Zoe Meggert
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