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Aaron Benway, CFP®
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Emil J. Ali
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Gordon Stein BESc, MBA, CSC, CFEI
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Janet E Dockstader, JD, CFLS
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Jewell Fears
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Jim Kantowski, CFP®, CPA
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Joanne Dashiell
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Joe Messinger, CFP®, ChFC, CLU
Joel Dickson, PhD
Joelle Martinez
John
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John E. Grable, PhD, CFP®
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John Eing, CPA, CFP®
John Langston, CAIA
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John R. (Dick) Power, CFP®
John Renner, LL.M., JD, CFP®, ChFC
John Salter, CFP®, PhD
John Scroggin, J.D., LL.M., AEP
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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
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Keith Beverly, CFA. CFP®
Kerri Feazell
Kevin Baum
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Kevin Healy
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Kevin Lam
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Kieran Elizabeth Rooney, CFP®, EA
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Klementina (Tina) X. Sula
Krista Sheets, CPBA, CPMA, Certified DISC and Motivators Navigator
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Kyle Jordan
L. Paul Hood, Jr., JD, LL.M.
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Laura Jansen, CFP®, CPA, CFT-I™
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Lauren Forlenza
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Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP
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Leslie Cook
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Lili A. Vasileff, CFP, MAFF, CDFA
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Lori A. Ropa, CAE
Lorraine del Prado, CSPG, CFRE, FCEP
Louis Barajas, CFP®, MBA, EA
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Luke Dean, CRC, RFC, CFP
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Mac Gardner, CFP®
Mamie Patton
Marc Kiner
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Margaret Conklin, CPA
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Maria Castillo Dominguez, MS, CFP®
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Marianne Oehser, CPRC, MM
Marie Swift
Marina Baronovsky
Marjorie Barrie, LTCP
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Mark Kantrowitz
Mark L. Prendergast, CPA, CFP, CDFA
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Mark Shone, CFP®
Marta Shen, JD, CPA, CFP®
Martha Shedden, RSSA, CRPC
Marti Hoffer
Martin Kurtz, CFP®
Marvin Blum, CPA
Mary Kate Gulick
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Matthew A. Berlin (he/him/his)
Matthew Ricks, MBA, CFP®
Medicare Rights Center
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Megan McCoy, PhD, LMFT
Meghaan Lurtz, PhD
Michael Cocanower
Michael DiJoseph, CFA
Michael Falk, CFA, CRC
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Michael Futterman
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Nick Follett
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Nicole Green, EA, MST
Nicole Madosik
Olga Camargo
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Pat McClain
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Patrick Spenner
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Paul Brahim, CFP®, AIFA®, Series 6, 7, 24, 53 & 63 Securities Registrations, Series 65 Advisory Registration
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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
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Rochelle A. Truzzi
Rodrigo Gordillo, CIM
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Ross E. Bruch, Esq.
Roy Ramthun
Russ Kliman
Ryan Donohue
Ryan Firth, CPA, CCFC
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Ryan S. Galiotto, CFP®
Ryan S. Galiotto, CFP®
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Samantha Anderson
Samantha Lamas
Samantha Russell
Samir Mehta
Sandra Gilson
Sara Gerber
Sarah Dale, Certified Generations Professional, Certified DISC and Motivators Navigator
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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
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Stephen J. Resch
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Susan Latremoille, CRPC, FEA, ICD.D, MBA
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Suzanne Siracuse
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Terria Heng
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Terry Bradford-Crane, MBA, CFP®
Thom Allison, CFP®
Thomas C. West, CLU, ChFC, AIF
Thomas Drapala
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Tiffany Murray, PhD
Tim R. Johnston (He/Him), Ph.D.
Todd Reesing
Tom Duncan, JD, CLU, ChFC
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Torre Nigro
Travis Briggs
Travis Pearson
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Trudy Turner, CPA/PFS, CFP®, CPWA®
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Tyrone V. Ross, Jr.
Valerie Rivera
Victor Gertsen EA, M.S., CFP®, GFP®
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William Cunningham
William Droms, CFA
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William Reichenstein, PhD, CFA
Yonhee Choi Gordon, CFP®
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