Find a Certified Advisor

Aaron Wright

President of A New Life Company Ventures LLC, A New Life Company Ventures LLC

Overland Park, KS

Abby Vick

Registered Investment Advisor, United Retirement Advisor Group

Wayne, PA

Abigail Knowles

Investment Advisor Representative, Massey and Associates, Inc.

Warwick, RI

Adam Brunin

President/Owner, Navigation Wealth Management

Fort Collins, CO

Adam Miller

Financial Advisor, Level Up Life Planning

Albuquerque, NM

Adam Powell

Financial Planner, Private Advisory

Redmond, WA

Adam Salach

Regional Vice President, Business Consultant, John Hancock Investment Management

Manalapan, GA

Adam Storbakken

Financial Planner, Sandvold Financial Group

Minnetonka, MN

Adofo Ghani

Social Security & Medicare Advisor, WiseWell Insurance Group

Denver, CO

Adria Rosebrock

Director of Wealth Management Operations and Training, Hamilton Capital, LLC

Columbus, OH

Adrian Raney

Financial Advisor, Gladius Wealth Advisors

Hot Springs Village, AR

Alan Crawford

Registered Principal, Retirement Income Certified Professional, Person Centered Retirement Advisory, LLC

Midlothian, VA

Alan Hicks

Head of Client Solutions, Big Money Retirement Solutions

Greenville, SC

Alan Kifer

Managing Director, TOPGUN Financial Planning LLC

Chattanooga, TN

Alex Kholodenko

Retirement Risk & Income Strategist, Golden Oak Legacy

Redwood City, CA

Alexandra Baig

Certified Financial Planner and Social Security, Medicare and Medicaid Specialist, Pathways to Benefits

Brookfield, IL

Aliisa Criffield

Financial Advisor, Stonebridge Wealth Systems

Kearney, NE

Alina Sohng

Wealth Advisor, Adero Partners

Palo Alto, CA

Alison Sher

Financial Advisor, Elevate Wealth Advisors LLC

Asheville, NC

Alison Smith-Vaniz

Retirement Planner, Federal Retirement Solutions, LLC

Framingham, MA

Alka Oberoi

Personal and Business Financial Advisor, Leading Edge Wealth Management, LLC

Rolling Meadows, IL

Allan Hunter

Retirement Planning Consultant, Transamerica

Cedar Rapids, IA

Allen Gibson

Certified Financial Planner, Gibson Wealth Advisors, LLC

Allen, TX

Allison Schaberg

President, Consolidated Planning Group

Sugar Land, TX

Amanda Burke

Advisor, Whitney and associates

Charleston, SC

Amanda Stilwell

Founder & Financial Advisor, Clarity Financial Solutions

Greenville, SC

Amber Stapleton

Medicare and Health Insurance Specialist, Insurance Masters

North augusta, SC

Amy Pucci

Director of Client Relations, Tull Financial Group, Inc.

Chesapeake, VA

Andrea Paradise

Wealth Planner, Baird

Andrew Abysalh

FInancial Advisor, Strategy Financial Group

Phoenix, AZ

Andrew Frank

Registered Representative Investment Advisor Representative, FrankLeonards&Frank, LLC

Woodstown, NJ

Andrew Gibbons

Financial Planner, Sarasota Private Trust Company

Sarasota, FL

Andrew Kirkland

Financial Advisor, Eissman Wealth Management LLC

Kennesaw, GA

Andrew Morris

Advisor, Consolidated Planning Group

Andrew Surber

CEO, Tax Favored Retirement

Kansas City, MO

Andriy Hudyy

Financial Planner, Scott Tucker Solutions, Inc.

Chicago, IL

Andy Mitkowski

President & Investment Advisor, Blue Star Financial Advisors

Chicago, IL

Angel Pinkerton

Executive Vice President, Holland Financial, Inc.

Ormond Beach, FL

Angela Bomber

Associate Financial Planner, William Mack and Associates

Troy, MI

Anna Kindley

Financial Planner & Wealth Advisor, AKPride Financial

Atlanta, GA

Anthony Brown

Financial Advisor, Financial & Tax Architects, LLC

Plano, TX

Anthony Mascherino

Financial Advisor, AJM Financial Group

King of Prussia, PA

Anthony Sexton

Financial Advisor, SCOAPE Financial Group

Fairfield, OH

Arama Martinez

Retirement Consultant, MIC

Vero Beach, FL

Arturo Burgueno

Wealth Management & Legacy Planner, Everest Retirement Planners

San Antonio, TX

Ash Toumayants

President & Founder, Strong Tower Associates

Ashley Edwards

Operations Manager, Bayview Financial Group

Jamestown, NY

Ashley Sanders

Health Insurance Agent, Graber & Associates

Sioux Falls, SD

Athila Nunes

Paralegal, Soares Paralegal Services, Inc.

Dorchester, MA

Austin Heitmann

Member Service Specialist, Federal Employee Service Association (FESA)

Houston, TX

Austin Powell

Financial Advisor, Blue Financial

Charlotte, NC

Barry Herrlinger

Medicare Coach and Strategic Income Planner, Insurance Care 4 All

CLAYTON, NC

Bart Gernandt

President, Freedom Financial Systems, INC

Oklahoma City, OK

Baylee Shifflet

Financial Planner, MBE Wealth Management LLC

Reedsburg, WI

Beau Henderson

CEO, RichLife Advisors

Gainesville, GA

Ben Coles

Partner | Chief Development Officer, Alliance Wealth Advisors

Centerville, UT

Ben Harris

Lead Planner, The Chamberlin Group

St. Louis, MO

Ben Hovland

Financial Advisor, Signature Wealth Management

Minnetonka, MN

Benjamin Seaman

Investment Advisor Representative, Seaman Retirement Planning

Canton, OH

Beth Conklin

Wealth Advisor, Paces Ferry Wealth Advisors

Atlanta, GA

Bill Callahan

Sr Managing Partner, Lighthouse Wealth Partners

Ocean Isle Beach, NC

Bill Collins

Owner Trust Shield Solutions LLC, Trust Shield Solutions LLC

Clilnton Township, MI

Bill Gaines

Wealth Advisor/ Financial Planner, Pathway Wealth Partners, LLC.

Prince Frederick, MD

Bill Meador

Advisor, JWC Wealth Management

Bill Smith

Consultant, Bow Consulting Inc

Dothan, AL

Blaise Santiago

Retirement Consultant, RhysStrong Financial

Columbia Falls, ME

Bobby Freeman

Private Wealth Advisor, FCS Private Wealth Management

Leawood, KS

Brad Anderson

Advisor, RichLife Advisors

Gainesville, GA

Brad Knoll

Retirement Consultant, Allianz Life

Powell, OH

Brad.fair Fair

Financial Advisor, Financial and Tax Architects

Franklin, TN

Braden Yu

Financial Advisor, Hurlow Wealth Management Group

Bloomington, IN

Brandon Apisa

Wealth Planner, The GenWealth Group

Maplewood, NJ

Brandon Bailey

Financial Advisor, Lee Stoerzinger Wealth Management

Oakdale, MN

Brandon Blankenship

Financial Planner, Blankenship Financial Solutions, LLC

Wirtz, VA

Brandon Fox

Retirement Planner, National Horizons Group

The Woodlands, TX

Brandon Metcalf

Financial Advisor, Bowman Financial Strategies

Englewood, CO

Brett Biggs

First Vice-President/ Wealth Management, Janney

Bethlehem, PA

Brett Gottlieb

CEO, Comprehensive Advisor LLC

Carlsbad, CA

Brett Ruddell

Investment Advisor Representative, Ruddell Financial Services

Fort Worth, TX

Brian Beavers

Retirement Income Specialist, Beavers Retirement Solutions

Plano, TX

Brian Dominik

Financial Professional, Shinneman Wealth Group

Northbrook, IL

Brian Hayes

President/Owner, Comprehensive Planning Group

Oakwood, OH

Brian Lenell

Financial Consultant, Personal Financial Solutions, Inc

Cheyenne, WY

Brian Marum

President/Owner, Liberty Financial Consulting, Inc.

Roseville, MN

Brian Matanane

Senior Investment Advisor, ASC Trust

Hagåtña, GU

Brian Parker

Investment Advisor, Advanced Financial Concepts Inc

Covington, LA

Brian Silvestri

Registered Investment Advisor, Silvestri Financial & Tax Advisors, Inc.

Fallston, MD

Briggs Bouchillon

Financial Advisor, Blue Financial, Inc.

Charlotte, NC

Brittany Metzig

Financial Advisor, Bond&Devick Wealth Partners

Saint Louis Park, MN

Brooke Baker

Practice Management Specalist, Manulife John Hancock Investments

Boston, MA

Bruce Kaserman

President, BGK Financial

Vienna, VA

Bryan Angelilli

Service Advisor, Harford Financial Group

Bel Air, MD

Bryan Mccloskey

Investment Advisor, Retirement Advisor, National Social Security Certificate Holder, Revisionist Wealth Advisors, LLC

Downingtown, PA

Bryan Rendon

Financial Planning Associate, Servet Wealth Management

New York, NY

Bryon Oines

Wealth Manager, Lifetime Retirement Partners

Sioux City, IA

Bryson Roof

Senior Wealth Advisory, Focus Partners Wealth

Harrisburg, PA

Byron Steel

Educator, Wyoming Retirement System

Cheyenne, WY

Cain Atkinson

Financial Advisor, Financial & Tax Architects

Franklin, TN

Caleb Graybeal

Insurance Broker, Key Retirement Solutions

Normal, IL

Cameron Bernadsky

Certified Financial Planner®, Covenant Planning

Dayton, OH

Cameron Henry

Financial Advisor, Glen Henry Financial Group LLC

Cedar Falls, IA

Cameron Kaser

Wealth Advisor, KMG Fiduciary Partners

Toledo, OH

Camille Butterfield

Wealth Advisor, CFO, Monolith Financial Group, INC

Roseville, CA

Cari Sweitzer

Financial Professional, Sweitzer Income Planning LLC

Old Lyme, CT

Carl Woolston

Founder of Thrive Retirement Planning, CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant®, Investment Advisor Representative, Thrive Retirement Planning

North Salt Lake, UT

Carlos Martinez

Assistant Chief People Officer, El Paso Central Appraisal District

El Paso, TX

Caroline Lawrence

CEO, Emerge Services

Lima, OH

Carrie Fenton

CPA, Schleisman Onken & Associates PC

Omaha, NE

Carson Johnson

Lead Financial Advisor, Peterson Wealth Advisors

Orem, UT

Carter Brower

Advisor/Business Owner, Libertas Financial Partners

Rockwall, TX

Cassandra Sanchez

Financial Advisor, Financial and Tax Architects

Plano, TX

Catherine Burns

owner, Glass and Burns Inc dba Burns Insurance Services

Muncy, PA

Chad Ensign

Investment Adviser Representative, Ensign Wealth Management, Inc.

Mesa, AZ

Chad Eyrich

National Sales Director - Life & Annuities, ELCO Mutual Life & Annuity

Lake Bluff, IL

Chad Weigl

Senior Wealth Manager, JL Smith Holistic Wealth Management

Avon, OH

Charisse Hurst

Long-Term Care Planner, Echo Consulting

Houston, TX

Charlie Ehrenfried

Owner, Retirement Matters

Cincinnati, OH

Chaundra Price

President, Retirement Teachers

Cherry Reyes

Medicare Advocate | Multistate Licensed Agent, Nevada Care

Las Vegas, NV

Chris Abrams

Fiduciary Financial Advisor, Abrams Insurance Solutions

San Diego, CA

Chris Fulton

Investment Advisor Rep., LPL Financial

Marshfield, MA

Chris Lester

President, Professional Planning Services

Cream Ridge, NJ

Chris Liebum

Income Replacement Consultant, Income Insurance Agency

Katy, TX

Chris Sipes

Financial Advisor, Sonoma Wealth Advisors

Sonoma, CA

Christian Valle

Financial Advisor, Liberty Hill Financial Planners

Oak Brook, IL

Christina Mcmillan

Retirement Planner, Senior Resource Services

Fayetteville, NC

Christopher Jerin

Financial Planning Specialist, Calamos Wealth Management

Christopher Member

President, McIntire Retirement Services

Fremont, OH

Christopher Patrick

Financial Advisor, Forster Financial

Spokane, WA

Cindy Sims

Enrolled Agent, Griffith Tax Service

Centerton, AR

Clint Dubose

Owner, Dubose Retirement Solutions

Houston, TX

Clint Muirhead

CFP, Cetera Investors

Cody Brown

Financial Advisor, Financial & Tax Architects

Saint Louis, MO

Cody Crawford

Senior Investment Advisor, Sound Planning Group

Connie Wiltfong

Financial Professional, Capstone Planning, LLC

Conor Jonasson

Senior Wealth Manager, Jonasson Retirement Solutions

Denver, Colorado 80209, CO

Constance Craig-Mason

CEO, Concierge Financial Advisory

York, PA

Corey Lamirande

Retirement Income Specialist, Gorra Financial Group

Providence, RI

Courtney Walls

Founder & Financial Planner, White Diamond Wealth

Grove City, OH

Craig Adamson

Financial Advisor/Wealth Manager, TrueWealth Stewardship, LLC

Marion, IA

Craig Holder

Vice President, HUB International

Libertyville, IL

Craig Roth

Investment Advisor Representative, Elevated Financial Management, LLC

Renton, WA

Curt Schultzberg

Vice President, Hudson Valley Investment Advisors, Inc.

Goshen, NY

Curtis Collins

Financial Advisor, Collins Wealth Management & Tax Strategies

Oakwood, GA

Cynthia Schneiderman

Financial Professional, Schneiderman & Associates

Crystal Lake, IL

Dan Frandsen

Wealth Advisor, Heritage Wealth Management

Sandy, UT

Dan Griffin

Retirement Planning Advisor, Nye Wealth Management

Hudson, OH

Dan Hummert

President & Senior Financial Advisor, Hummert Financial

Des Peres, MO

Dan Natoli

Financial Advisor, Natoli Financial Planning

Naples, FL

Dan Saccal

Financial Advisor, Vision Wealth Management

West Palm Beach, FL

Dana Baldridge

Wealth Manager, EFS Group Wealth Management

Sioux City, IA

Daniel Bloom

Lead Planner/Partner, Jentner Wealth Management

Akron, OH

Daniel Gehle

Financial Advisor, Thrivent Financial

Amboy, IN

Daniel Goggins

Financial Fiduciary, Alpine Wealth Partners

Ludlow, MA

Daniel O'Halloran

Wealth Planner, The GenWealth Group

Maplewood, NJ

Daniel O'Reilly

Financial Advisor, KWM Wealth Partners, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Goshen, NY

Daniel Oleson

Investment Advisor Representative, Stonebridge Wealth Systems, LLC

Omaha, NE

Daniela DeLuca

NSSA Certified, Medicare

Napa, CA

Danny Cohen

Senior Business Consultant, Manulife John Hancock Investments

Rockville, MD

Danny Favreau

Retirement & Pension Specialist Asset Manager Tax Planner, One Less Worry

Greenwich, CT

Daria Zalewska

Associate Financial Advisor, Keil Financial Partners

Oviedo, WI

Darlene Finzer

Managing Director, Rea & Associates, Inc.

New Philadelphia, OH

Dave Reed

Financial Advisor, Gaddis Premier Wealth Advisors

Denison, TX

David Castelli

CPA, David J Castelli Assoc. Ltd.

Saugerties, NY

David Dupuy

Principle Broker, Senior Health Insurance Advisors

Middleboro, MA

David Gates

Financial Advisor, Financial Strategies Institute

Midvale, UT

David Globke

Vice President of Wealth Management for SFA Wealth, SFA Wealth Managment

Murfreesboro, TN

David Hoffman

Executive Vice President Financial Advisor Fiduciary Advisor, Montage Private Wealth

Scottsdale, AZ

David Hyden

Retirement Tax Consultant, Retirement Tax Consultants

McKinney, TX

David Macino

Investment Advisor and National Social Security Advisor, Macino Financial Services

Holland, OH

David McEntire

Financial Advisor, Provision Retirement

Prosper, TX

David Pont

Financial Advisor, Bridge Financial

Tualatin, OR

David Rankin

Advanced Planning Specialist, Rankin Financial Strategies

Plymouth, MI

David Schleis

President\Accountant, DS Financial Advisors, Inc.

Pittsburgh, PA

David Schlossberg

Senior Partner, Assured Concepts Group, Ltd.

East Dundee, IL

David Shilling

Investment Advisor Representative, Altitude Capital, Shilling Financial

Seal Beach, CA

David Warner

CPA, David H. Warner, CPA, LLC dba Warner Financial Group

Dalton, OH

David Yankaskas

Founder/President, Yankaskas Financial Insurance Services

Poway, CA

Deb Thocker

Wealth Advisor, The Mather Group

Cincinnati, OH

Debbie Eberhart-Wilkinson

Team Manager, Alight

Charlotte, NC

Deborah Gossett

Life and Health Insurance Agent, L Hamilton Financial Group

Deborah Meyer

Broker/Owner, Spearfish Insurance Brokerage

Spearfish, SD

Deisy Lopez

Health and Life Insurance Consultant, Medicare Advisors

Englewood, NJ

Denise Kovach

CFP®, AIF®, NSSA®, Certified Financial Group, Inc.

Dennis Beaumont

Financial Planner, Prudential Financial

Medford, NJ

Denny Frasiolas

Managing Member, Retirement Income Advisory Group, LLC

Woodbridge, NJ

Deric Millis

Associate Wealth Advisor, Yuma & Imperial Valley Wealth Management

El Centro, CA

Derrick Mims

Founder, IAR, Turnstart Wealth, LLC

Palm Beach Gardens, FL

Diane Thompson

Owner - Pillars LLC - National Social Security Advisor, Pillars LLC

Corinth, MS

Dominika Zielinska

Medicare and Social Security Advisor, Help To Retire

Lexington, MA

Don Golding

Independent Health Insurance Broker, Senior Health Services - SUgar Land

Donald Fereday

President/Owner, Medicare Benefits Solutions

Fort Mill, SC

Donna Burks

CEO / Founder, DB2 Financial Services

Aiken, SC

Douglas Atkins

Investment Advisor Representative, Eagle Financial Designs

Greenwood, IN

Drew Stevens

President, Wisdom to Wealth

Chesterfield, MO

Dustin Javier

CERTIFIED FINANCIAL PLANNER™, Defined Capital

Oak Brook, IL

Ebony Rideau

Holistic Wealth Advisor, Stine Tax & Wealth Management

Lake Charles, LA

Eddie Tan

Founder and President, Tan Financial Solutions

Oklahoma City, OK

Edward Clark

Insurance Agent, J & L Heritage Insurance and Financial Group, LLC

El Paso, TX

Edward Enright

Financial Advisor - RIA, Financial and Tax Architects

Oak Brook, IL

Edward Heiser

Lead Financial Advisor, Big Money Retirement Solutions

Easley, SC

Edward Petersmarck

Financial Advisor, BridgeRiver Advisors

Bloomfield Hills, MI

Edward Schuler

Financial Advisor, Obsidian Wealth Advisors

Brick, NJ

Eli Bush

Executive Director, Voice of Hope Pregnancy & Family Center

Marion, OH

Elizabeth Whitteberry

Founder, Best Path Advisors

Colleyville, TX

Emanuel Avina

President, Avina Financial Group, Inc.

Bellflower, CA

Emily Bass

Financial Professional, Velten Waterhouse Advisors

Melbourne, FL

Emily Tomlinson

Director of Medicare Services, The Master's Choice

Florence, SC

Emmanuel Obel

Financial Advisor, CEO, Obel Financial Advisors Emmanuel obel

San Mateo, CA

Enrique Francia

Medicare Broker, Jack Schroeder and Associates LLC

San Marcos, CA

Eric Greth

Retirement Income Advisor / Financial Planner, PNW Retirement Income Advisors

Tacoma, WA

Eric Sandowsky

Financial Planner/Managing Partner, Legacy Wealth Advisors

Manalapan, NJ

Eric Sjolund

Financial Advisor, Sjolund Financial Services

Tinton Falls, NJ

Eric Williford

Financial Advisor, Williford Financial Services

Belmont, NC

Erik Bowman

Founder, Financial Advisor, Bowman Financial Strategies, LLC

Englewood, CO

Erik Cox

Retirement Advisor, C2 Advisory

Conifer, CO

Erin Coe

Financial Planner, Agile Retirement Management

Richmond, TX

Erin Szigeti

Partner, Senior Benefits Advisor, SG Wealth Management LLC

Erin Workman

Independent Broker, Winninger Insurance

Cody, WY

Ernie Camerino

Retirement Consultant, Charting the Course, LLC

Ethan Brouwer

Financial Advisor, Lynden Financial Planning

Lynden, WA

Eugene Borg

Independent Financial Advisor and Founder @ Black River Associates LLC, Black River Associates LLC

Pottersville, NJ

Evan Farr

Retirement Planner, Lifecare Financial Services, LLC

Fairfax, VA

Evan McCoy

Financial Advisor, Blue Financial, Inc.

Charlotte, NC

Evan Von Waldner

Financial Advisor, Alight Financial Solutions

Hilton Head, SC

Fay Espeland

Member/Owner, Fay L Espeland CPA PLLC

Columbus, MT

Felisha Livezey

Retirement Advisor, Whitney & Associates

Knoxville, TN

Felix.santiago Santiago

Retirement Plan Consultant, Transamerica Retirement

St. Paul, MN

Francois Lodonou

President of Senior Health Stop Medicare Advisor Social Security Advisor, Senior Health Stop

Woodbury, NJ

Frank Vivas

Sales Training Director, SCAN Health Plan

Long Beach, CA

Fraser Allport

Owner, The Total Advisor, LLC

Daytona Beach Shores, FL

Gabriel Acree

Financial Advisor, Greenwood Community Financial Services

geenwood, IN

Garry Edwards

Financial Advisor, Solutions for Seniors Financial Group

Hattiesburg, MS

Gary Hansen

Retirement Planner, Retirement Planning Center of the Rockies

Loveland, CO

Gary Padussis

President, Cape Investment Management

George Davis

Senior Wealth Advisor, Yuma & Imperial Valley Wealth Management

Yuma, AZ

George Heathcote

Financial Advisor, Shepherd Financial Advisors, LLC.

Madison, WI

George Plock

Senior Financial Advisor, LPL Financial

Newton, NJ

Gerard Dolan

Agency Principal, Dolan Associates Insurance & Financial Services

New York, NY

Glen Oaks

President, Financial Security Management Agency, Inc.

Gracie Horton

Financial Planner, Mercer Advisors

Denver, CO

Greg Belger

President & CEO of Belger Financial Group and Meramec Capital, Belger Financial Group and Meramec Capital LLC

Saint Louis, MO

Greg Bowar

Financial Advisor, Diversified Wealth Management

St Louis Park, MN

Greg Dillon

Advisor/Founding Partner, OneTeam Financial, LLC

Red Bank, NJ

Greg Keiper

Director of Advanced Planning, MLA Insurance Group

Greg Korn

President, K Financial

Philipsburg, PA

Greg Matthews

President and Certified Financial Planner®, Matthews Financial Services

Carrollton, TX

Greg Shuman

Financial Advisor, Guidents

Lafayette, LA

Greg Workman

Financial Advisor, Kelly Financial Services, LLC

Braintree, MA

Gregory Lazarev

President, Liberty Medicare

Gregory Smith

Compliance Specialist, Mission Wealth

Santa Barbara, CA

Gwendolyn Blanton

Medicare Broker, The Medicare Store

Las Vegas, NV

H. Myers

Financial Adviser, Myers Financial Services

Hudson, OH

Hamilton Morales

SVP, Social Security Strategist, Financial Independence Group

Cornelius, NC

Harrison Clark

Financial Advisor, Blue Financial

Charlotte, NC

Hilary Zaragoza

President / Owner ZARA Financial Group, ZARA Financial Group

Palm Harbor, FL

Hongbing Yu

BROKER, AGA

Anaheim, CA

Humera Jumani

Agency Owner, Senada Inc

Dallas, TX

Ian Moreau

Regional Business Consultant, Manulife l John Hancock Investment Management

Austin Texas, TX

Ilkay Sepulveda

Retirement Specialist, Your Financial Genie

Aliso Viejo, CA

Ira Work

Investor Coach, First Financial Coaching Inc.

Murfreesboro, TN

Ira Work

Investor Coach, Paul Winkler Inc.

Israel Waldman

Senior Adviser, Eldercare Services

Monroe, NY

J Bentley

Director, Senior Financial Advisor, LGT Financial Advisors

Dallas, TX

J. Clark

Senior Vice President, Senior Solutions Insurance Agency

Port St. Lucie, FL

Jack Nssa(r),

Wealth Preservation Strategist, Premier Wealth Advisors, Inc.

Woodland Hills, CA

Jacob Coan

Financial Advisor, Gosline Retirement Planning

Farmingdale, ME

Jacqueline Jordan

Senior Financial Advisor, Hamilton Capital, LLC

Columbus, OH

Jaide Flynn

Retirement Planning Consultant, PFS Investments, Inc.

Arlington, TX

Jaime Cowper

Wealth Advisor and Founder, Unity Financial Advisors

BINGHAM FARMS, MI

James Dunn

HNW Wealth & Tax Strategist, Edward D. Jones & Co., LP

St. Louis, MO

James Durden

Financial Advisor | Fiduciary, Edward Financial Group

Lithia Springs, GA

James Pfeil

Independent Financial Advisor, Sierra Financial Services

Elkhorn, WI

James Ryan

Financial Advisor, Schultz Retirement Solutions

James Soucy

Director of Medicare Education, We Can Help You, Inc.

East Greenwich, RI

James Toney

Wealth Manager, Toney Financial Services

Snellville Ga, GA

James Witt

Financial Advisor, First Liberty Financial

Germantown, TN, TN

James Zuehlke

Founder, Silver Cardinal Consulting

Wayzata, MN

Jamie Carmack

Senior Financial Advisor, Corda Investment Management

Tyler, TX

Jared Black

Financial Planner, The Retirement Solution

Kennewick, WA

Jared Harriman

Vice- President of Insurance Services, The RetirePath Agency, Inc.

Little Rock, AR

Jaris Hansen

Co-Founder, Retirement Planning Center of the Rockies

Loveland, CO

Jason Kehler

CEO / INVESTMENT ADVISOR REPRESENTATIVE, EPHAS Financial (Every Person Has A Story)

Acworth, GA

Jason St. Peter

Managing Director, Dancing Tree Ventures

Apex, NC

Javier Jimenez

ACCOUNTANT - TAX PLANING - INSURANCE, LATINOS TAX SOLUTIONS

Cypress, TX

Jay Mehta

Chief Executive, Veraz Advisors

San Ramon, CA

Jay Shareef

Advisor, Wealthflow Financial

Frederick, MD

Jeanette Mitchell-Cummings

Financial Insurance Broker/National Social Security Certificate Advisor, Money Matters Financial Services LLC

Lincoln, NE

Jeanine Devine

Insurance and financial advisor, A. Jay Meier & Associates Insurance

Brentwood, MO

Jeff Miller

Sole Proprietor, Jeff Miller, CPA

Saint Marys, GA

Jeff Schultz

CERTIFIED FINANCIAL PLANNING (R) Professional, Schultz Retirement Solutions

Jeffrey Costello

Wealth Advisor | Partner, Beneficial Wealth

Berkeley Heights, NJ

Jeffrey Dattolo

Principle/Director of Advanced Design, Madison & Main Advisors,LLC

Madison, NJ

Jeffrey Guiltinan

Financial Advisor, All American Advisors

Grover Beach, CA

Jeffrey Polanco

CEO/ Financial Advisor, PFS Advisors

Poughkeepsie, NY

Jeffrey Schaberg

Planner, Advisor, Consolidated Planning Group

Sugar Land, TX

Jenifer Butler

Senior Advisor, Birchbrook

Bangor, ME

Jennifer Koenig

Wealth Manager, Investment Adviser Representative, Cetera Investment Services, LLC

Phoenix, AZ

Jennifer Pena

Financial Advisor, Pursuit Wealth Planning

Littleton, CO

Jeremiah Nolen

Founder & CEO, Next Phase Advisors

Huntsville, AL, AL

Jeremiah Skaggs

Lead Holistic Planner, The Chamberlin Group

St. Louis, MO

Jeremy Evens

Financial Planner, Cornerstone Capital Wealth Management

West Seneca, NY

Jeremy Heavey

Financial Advisor, Rose Street Advisors

Kalamazoo, MI

Jeremy Keil

Financial Advisor, Keil Financial Partners

New Berlin, WI

Jermaine Wilson

Financial Solutions Advisor, JW-LLENS FINANCIAL, LLC

Hastings on Hudson, NY

Jerrold Beck

Financial Professional, Kades-Margolis

City, PA

Jessalyn Pito

Independent Insurance Agent, JP Maven Insurance Benefits, LLC

Middletown, CT

Jesus Sanchez

Insurance Agent, De la Fuente Insurance

Laredo, TX

Jim Blair

NSSA Instructor, NSSA Professionals | Premier Social Security Consulting

Cincinnati, OH

Jim Mayer

President and Founder, Freedom America Wealth Management

North Attleboro, MA

Joe Duffey

Financial Advisor, Everest Financial Inc

Ft Mitchell, KY

Joe Overfield

President, Intelliplan Financial

Gahanna, OH

Joe Roseman

Owner, StayRetired Wealth Strategies

Charlotte, NC

Joel Boyce

CEO, President of EPIC Wealth Partners, EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Westlake Village, CA

Joel Braschler

Owner Reform Financial Group, Reform Financial Group

Wesley Chapel, FL

Joey Martin

Investment Advisor, J Martin Financial Services

Rosharon, TX

Johanna Stock

Retirement Income Advisor, Luminous Retirement and Insurance Strategies

Layton, UT

John Carruthers

Wealth Advisor, A5 Financial LLC

Bothell, WA

John Cindia

Owner/Member, John A Cindia CPA PFS LLC and LifeStages Advisory LLC

Cuyahoga Falls, OH

John Cunningham

NSSA, RICP, CLTC, Park Avenue Securities Guardian Life

Deerfield, IL

John Dever

Senior Accountant, Learning Tree International

Annandale, VA

John Kosmer,

Managing Partner, Regency Wealth Management, LLC

Appleton, WI

John Madson

Financial Advisor, Signature Wealth Management

Minnetonka, MN

John Nanni

CERTIFIED FINANCIAL PLANNER, John N. Nanni, MBA

Scottsdale, AZ

John Pink

Financial Advisor, J. Pink Associates, Inc., Financial Advisors

Wappingers Falls, NY

John Rosales

Owner Advisor, Harvest Wealth Financial

Dublin, CA

John Ternus

Financial Planner, Stonebridge Wealth Systems, LLC

Grand Island, NE

John VanWeelden

Founder and Principal, VanWeelden Financial Group

West Chester, OH

John Weyhgandt

CEO, Western States Financial

John Wright

CFO, Browning Graves Financial Advisors

Jackson, TN

John-Mark Young

President, Chief Investment Officer, Whitaker-Myers Wealth Managers, LTD.

Mansfield, Ohio and Dayonta Beach, Florida, OH

Johnathan Wilsey

Financial Planner, BPS Financial Services

Loudonville, NY

Johnny Hernandez

Financial Planner Investment Advisor Representative, Martinsen Wealth Management

Tempe, AZ

Johnny Rosier

President, Goal Planning Strategies

Jena, LA

Jon Keever

Retirement Sherpa, 1847 Financial

Woodstock, GA

Jonathan Monroy

Managing Partner, Castro Monroy Group

Salem, OR

Jonathan Nickel

Financial Advisor, Financial & Tax Architects

Plano, TX

Jonathan Rice

Senior Partner & Financial Advisor, Diversified Wealth Management

White Bear Lake, MN

Jordan Lamantia

Associate Advisor, Millenia Investments, LLC

Chesterfield, MO

Jordan Sandler

Financial Advisor, American Investment Planners

Jordan Santiago

Office Manager, RichLife Advisors

Gainesville, GA

Jorge Flores

Financial Advisor, Ensign Wealth Management

Tucson, AZ

Jorge Lara

Independent Insurance Agent, J Lara Insurance Agency

El Paso, TX

Joseph Dowling

President, Dowling Financial Services & Wealth Management

Joseph Goh

Financial Advisor, Financial & Tax Architects

Plano, TX 75024, TX

Joseph Hamoui

Financial Advisor, Abundant Streams Capital Group

Bethlehem, PA

Josh Horton

Founder, Big Sky Wealth Advisors

Josh Karasow

President and CEO of Glory Financial, Glory Financial

Broomfield, CO

Josh Reesman

Planner Team Director & Lead Holistic Planner, The Chamberlin Group

St. Louis, MO

Josh Wakefield

CERTIFIED FINANCIAL PLANNER®, Financial Clarity Guides

Spring Hill, TN

Joshua Houle

Wealth Manager, Houle Wealth Management

Keene, NH

Joy Cheney

President, J King Insurance Agency, Inc

Stoughton, MA

Julia Shinneman

Financial Advisor/R.I.C.P., Shinneman Wealth Group

Northbrook, IL

Julian Tony Benitez Benitez

Managing Partner, Financial Advisor,, JNJ Wealth Management Group, LLC.

Julie Belvedere

Regional Manager - Retirement Education and Planning Services, Transamerica

Crest Hill, IL

Julie Koschik

Director of Business Services, Dyke Yaxley LLC

Julie Manning

President and Lead Advisor, Keystone Wealth Management

Powhatan, VA

Julie Wagner

Tax Professional - Providing tax preparation and retirement tax planning services to individuals., Hayden's Tax Service

Grand Rapids, MI

Justin Barwick

Financial Advisor, Barwick Consulting Services

Saint Louis, MO

Justin Brillhart

Financial Planner, Benchmark Investments & Insurance

Hanover, PA

Justin Grossman

Financial Advisor, JL Smith

Avon, OH

Justin Hobbs

Principal | Wealth Management, Cerity Partners

Justin Pierce

Managing Partner, Wealth Advisor, Everstead Capital

York, PA

Justin Pontz

Financial Advisor, City Center Financial, LLC.

Troy, MI

Justin Warren

CFP, VP of Financial Planning, Pillar Financial Group

Fresno, CA

Kalani Vale

Chapter President, Signal Advisors

Los Alamitos, CA

Karen Roberts

Financial Advisor, The Emerald Financial Group

Boca Raton, FL

Karen Zorn

Associate Wealth Advisor, Beacon Pointe Advisors

Summit, NJ

Kari Petersen

Enrolled Agent / Paralegal, Encompass Solutions LLC

Grand Rapids, MI

Karina Hinkelmann

Senior Wealth Advisor, MG&A Wealth

Plantation, FL

Karl Hanna

Financial Advisor, Safe Harbor Fiduciary LLC

Pensacola, FL

Katy Neyhouse

Trust Officer, Farmers National Bank / WealthSouth

Danville, KY

Kay Russell

Founder / CEO, Kay Russell and Associates Insurance and Financial Services, LLC

Riverside, CA

Kelly Shaw

Senior V P The J Group, The J Group Financial Services

Phoenix, AZ

Kelly Tucker

Finacial Advisor, Wealth Management Plus

Sterling Heights, MI

Kelse Puri

Financial Advisor & Insurance Agent, Parker Advisors

Homedale, ID

Kenneth Christian

Investment Advisor Representative (IAR), Maplewood Financial Group

Bala Cynwyd, PA

Kerry Shannon

Insurance Advisor, FIT Financial LLC

Conway, AR

Kerry Zimmerman

FEDERAL RETIREMENT CONSULTANT, DILLARD FINANCIAL SERVICES

ELBOW LAKE, MN

Kevin Chiu

Vice-President, Elsass Financial Group, Inc.

Canfield, OH

Kevin Guttman

Retirement Income Specialist, Advanced Insurance Concepts

Colorado Springs, CO

Kevin Mix

Financial Advisor, Looking Glass Financial Services, Inc.

Lansing, MI

Kevin OBrien

Financial Planner, Wise Planning

Seattle, WA

Kim Falbo

President, RetirePro

Clearwater, FL

Kim Rawlings

Retirement Advisor, Retirement Pension Review

Orem, UT

Kim Sherwood

OSJ Branch Manager / Financial Planner, Center Stage Financial

Cincinnati, OH

Kimberley Newman

Licensed Health & Life Broker, Axxess Benefit Consultants

Newnan, GA

Kimberly Spisak

Financial Planner, Aspire Investment Management

Westlake, OH

Kinzey Fetterolf

Health and Retirement Specialist, Thrive Retirement

High Point, NC

Kreg Klaver

Financial Specialist, K2 Financial

Kris Keush

Owner - Financial Advisor, Integrity Investment Frim

Farmers Branch, TX

Krisstin Petersmarck

President & Founder Investment Advisor Representative, New Horizon Retirement Solutions

Bloomfield Hills, MI

Kristen Parrott

Financial Life Planner, Triune Financial Partners, LLC

Overland Park, KS

Kristina Colcock

Certified Work Incentive Practitioner and Consultant, Achieving Access

Kristy Eller

Investment Advisor Representative, RSG Investments

Kansas City, MO

Kyle Conner

Lead Advisor, Big Money Retirement Solutions

Charleston, SC

Kyle Demyan

Retirement Specialist, The Wealth Akademy

Kyle McCauley

Chief Investment Officer, Entrust Investment Services, Inc

Lapeer, MI

Kyle Meyers

Educator, Wyoming Retirement System

Cheyenne, WY

Laitalain Walker

Retirement Healthcare Strategist, Senior Health Stop

Dallas, TX

Larry Roby

National Social Security Advisor, SFA Wealth

Murfreesboro, TN

Laura Barron

President, Barron Financial Group, LLC

Columbia, SC

Laura Sturm

Independent Broker / Agent, Senior Educational Advocates

Sealy, TX

Laurie Bodisch

Founder & Chief Executive Officer, Her Wealth Coach®

Boiling Springs, PA

Leah Bergman

Insurance Broker, Easy Day Insurance Services

Brea, CA

Leah Brooks

Senior Wealth Advisor, Gaddis Premier Wealth Advisors

Durant, OK

Lee Birmingham

Insurance Agent, Jones and Associates Premier Insurance Solutions

Medford, OR

Lee Sasser

Financial Advisor, Brust Wealth Advisors through Raymond James

Ponte Vedra, FL

Lee Superville

Regional Vice President, TruStage Investment | Financial Services

San Diego, CA

Lesley Pinckard

Financial Advisor, LP Insurance & Financial Services

Fort Worth, TX

Lin Edwards

Wealth Management Advisor | Managing Director, Monarch Wealth Management Inc.

Lakeway, TX

Linda Smith

Senior Financial Planner, Special Needs Financial Planner National Social Security Advisor Certificate Holder, William Mack & Associates

Troy, MI

Lindsay Frabotta

Investment Adviser Representative, Capital A Wealth Management

Cranberry Township, PA

Lindsay Waltower

CEO, Sovereign Retirement Group, LLC

PEACHTREE CITY, GA

Lindsey Turner

Financial Coach and Investment Advisor, Freedom Wealth Coaching

Atlanta, GA

Links62 Santaniello

Owner/Financial Advisor, JP SANTANIELLO Retirement Planning Solutions

Longmeadow, MA

Lisa Frazzetta-Manning

Licensed Health Insurance Agent / Agency Owner, Frazzetta Financial Services, LLC

Warsaw, IN

Lisa Martinez

Investment Advisor, Retirement planning, Owner of Integrity First Financial Services, LLC, Integrity First Financial Services, LLC

Logan Simios

Principal, Benefits & Financial Services, J. Krug

Itasca, IL

Lonnie Hood

Retirement Architec, Robin Hood Financial

Citrus Heights, CA

Loren Downs

President, Sound Planning Group

Kirkland, WA

Lori Kaminski

Senior Advisor and Retirement Planner, Retirement Financial Group

Grand Haven, MI

Lou Kloppe

Estate Planner, Nations 1st Financial

Louis Trivisonno

Vice President, Financial Advisor, Wealth Enhancement

Cleveland, OH

Louis Trivisonno

Financial Advisor, Marcum Wealth

Lucas Cox

Certified Financial Planner, The Lighthouse Companies

Russellville, AR

Luke LaRock

Wealth Advisor, Pinnacle Wealth

Sioux Falls, SD

Luke Maloney-Grimes

Lead Financial Advisor, BIG Money Retirement Solutions

Greenville, SC

Lynn Glaser

Enrolled Agent NSSA IRMAA Certified Planner, KRISTEN R. PINETTE CPA INC

MANKATO, MN

Lynore Yates

Financial Advisor, Commonwealth Capital Management

Louisville, KY

Mackenzie Varrialle

Financial Advisor, Rise North Capital Investment Advisors

Braintree, MA

Marc Kiner

President, Premier Social Security Consulting, LLC

Cincinnati, OH

Marcia Mantell

Founder, Owner of Mantell Retirement Consulting, Inc., Mantell Retirement Consulting, Inc

Plymouth, MA

Marcos Lemus

Financial Advisor, Bulman Wealth Group

Roseville, CA

Mark Collier

Financial Advisor, Beacon Retirement Strategies

Lake Mary, FL

Mark Courtemanche

Investment Advisor, Pinnacle Retirement Solutions

Cary, NC

Mark Fricks

Lead Advisor & Co-founder, MasterPlan Retirement Consultants

Marietta, GA

Mark Keffer

Financial Advisor, MK Financial Services, LLC

Gunter, TX

Mark Meyer

Broker/Partner, Spearfish Insurance Brokerage

Spearfish, SD

Mark Miletello

CEO, Farm & Ranch Agency, Inc.

San Marcos, CA

Mark Perry

Financial Representative, P&P Benefits Group

Jacksonville, AR

Mark Tarwater

Founder and CEO, Square Circle Financial Coaching

Lenexa, KS

Marques Miles

Executive Director, Pathways Retirement Advisors

Martin Dolph

Fiduciary, Chicago One Financial

Woodridge, IL

Martina Nevitt

Licensed Agent, Assure Health & LIfe Options

Bradenton, FL

Martina Peng

Chair, Department of Accounting, Finance, and Risk Management Chair, B.S. Financial Planning Program, Franklin University

Columbus, OH

Mason Alexander

Certified Financial Planner®, MPA Financial Services

Cincinnati, OH

Matt Atkins

Senior Financial Advisor, Clearbrook Investment Management, LLC

Bellingham, WA

Matt Glass

Owner / Senior Advisor, Glass Wealth Management

Greenville, SC

Matt Hight

CFP (R) Professional, Stewardship Advisory Group

Mineral Wells, TX

Matt Maresch

Financial Planner, Ashbury Boutique Wealth Management

Wylie, TX

Matt O'Hara

Wealth Manager, Everhart Advisors

Matthew Fitzgerald

Financial Advisor, FRS Advisory

Matthew Hastings

Lead Advisor, BIG Money Retirement Solutions

Greenville, SC

Matthew Holloway

Financial Planner, Holloway & Associates

Nampa, ID

Matthew Liuag

Owner, Unity Benefits Group

Greer, SC

Maxwell Rinn

Financial Advisor, Scott Tucker Solutions, Inc.

Chicago, IL

Melanie Brennan

Operations Manager, Wedgewood Investors, Inc.

Melissa Devolve

Senior Financial Advisor, Merrill Lynch

Winter Park, FL

Melodie Richardson

Independent Broker, Wasatch Peaks Advisors

Salt Lake City, UT

Merry Dooley

Wealth Planning Manager, Raymond James Financial Services

Tacoma, WA

Michael Cook

Supplemental Lines Manger, Florida Educators Insurance & GAC Wealth Management Solutions

Spring Hill, FL

Michael Corrales

Insurance Agent, Whitney & Associates

Norman, OK

Michael Demkiw

Founder / Wealth Manager, Third Tier Wealth Management

Jericho, NY

Michael Fuscardo

Financial Advisor, Financial & Tax Architects (FTA)

Plano, TX

Michael Gallagher

President and Co-Owner, My Longevity Health Compass

Colorado Springs, CO

Michael Graff

Investment Advisor Representative, ProIncome

WALPOLE, MA

Michael Groomes

Financial Advisor, MLG Financial Services LTD

Dayton, OH

Michael Hermes

Market President, Wealth Advisor, Registered Representative, HORAN Wealth, LLC

Pittsburgh, PA

Michael Kettering

Regional Vice President, Protective

El Dorado Hills, CA

Michael Lange

Financial Advisor, Lange Financial Advisors, Inc.

Michael Laskowski

Advisor, Strategic Wealth Experts

Old Saybrook, CT

Michael Leipzig

Insurance agent, Schultz Retirement Solutions

Michael Nolan

Chief Wealth Officer, Nolan Financial Management

Crestwood, MO

Michael Riggs

Business Development Consultant, Manulife John Hancock Investments

Tempe, AZ

Michael Schellinger

Founder, Synergy

Houston, TX

Michael Semyck

President, Semyck Financial Services, Inc.

Bolingbrook, IL

Michael Trezza

Financial Planner, Bergen Financial Group

Peoria, AZ

Michele Holton

Managing Partner, WealthFolio Advisors LLC

Sonoma, CA

Micheline Dagher

Micheline Dagher, AWMA®, AAMS®, CRPC®, NSSA® Financial Coach, Dagher Wealth Management

Michelle "Missy" Grushkin Soele

Partner, abip

San Antonio, TX

Michelle Novielli

Planning Analyst, Mason Street Wealth Management

Fresno, CA

Mike Decker

Wealth Advisor, Kedrec Wealth

Overland Park, KS

Mike McCracken

Fiduciary Financial Planner, Wealth Guide Financial

Maple Grove, MN

Mindy Gallina

Insurance Agent/Wealth Advisor, AMG Life and Health LLC

Hampstead, NC

Missy Soele

CPA, Michelle Soele PLLC

Boerne, TX

Mitch Lightfoot

Medicare and Social Security Specialist, SFA Wealth Management

Murfreesboro, TN

Nadine Burns

Certified Financial Planner Professional, A New Path Financial

Ann Arbor MI 48108, MI

Nancy Gahn

Owner, Silver Summit Financial

Huntington Beach, CA

Natalie Boyd

CEO/Financial Advisor, Boyd Insurance & Financial Solutions

Mosinee, WI

Natalie Harnish

Associate Director M1st Insurance Services,LLC, M1st Insurance Services, LLC

Enola, PA

Nate Hahm

Wealth Advisor, Avior Wealth Management

Minnetonka, MN

Nicholas Bour

Founder & CEO, Inspire Wealth

Brighton, MI

Nick Seifert

Financial Planner, Gateway Financial Planning Group

Nick Stahl

Financial Advisor, BluePine Financial

Nick Turner

Investment Advisor, Whitney and Associates

Marysville, OH

Nicole Lee

Owner - Financial Advisor, Confident Financial Solutions, LLC

Cheshire, CT

Olin Barkdull

President, Barkdull Financial Group LLC

Idaho Falls, ID

Owen Yamamura

Founder, Pacific Capital Investments

Honolulu, HI

Pam Prine

Financial Advisor, Keystone Capital Management Group, LLC

Glendale, AZ

Pamela Hansen

Insurance Broker- Independent Social Security & IRMAA Certified, Live Your Best Health, LLC

Scottsdale, AZ

Patricia Gudino

Retirement Income Advisor, RyBeck Financial & Insurance Solutions

Manteca, CA

Patricia Roth

CPA, WOB Accountants and Advisors

ONTARIO, OH

Patrick Moriarty

Financial Advisor, Moriarty Financial Services

Columbia, MD

Patti Turner

Paraplanner, Shepherd Financial Partners

Winchester, MA

Paul Delmotte

Financial Advisor/Planner, Vantage Point Financial

Farmington Hills, MI

Paul Ferraresi

Chairman, Founders Group

Houston, TX

Paul Ferrigno

Financial Advisor, Ferrigno Financial

Chester, NY

Paul Finch

Vice President, Wealth Management Financial Planner, LPL Financial, 7 17 Retirement & Investment Group

Warren, OH

Paul Thompson

Financial Advisor, The Life Group

Westby, WI

Paul Villanova

Regional Vice President TruStage Annuities Credit Union Channel, TruStage

Navarre, FL

Pedro Perolini

Financial Professional, Clarity Financial Solutions

Weston, FL

Peggy Faulkner

Retirement Planner, North Star Retirement LLC

Salem, OR

Peggy Ogilvie

Principal, Peggy's Heart Thoughts

Hurricane, UT

Philip Gallant

President, The Optimus Group, LLC

Clifton Park, NY

Philip Meese

Investment Advisor Representative, Retirement-In-Focus Wealth Management

Darien, CT

Philip Weinstein

CEO, Retirement Income Solutions Group, Inc.

Boynton Beach, FL

Phillip Poggi

Financial Consigliere | Strategic Retirement Income Planner | Legacy & Wealth Protection Specialist, Fortegic

Mason, OH

Quinn Berven

Financial Advisor, Transparent Retirement Group

Tampa, FL

Quinton Mcdermott

Wealth Advisor, Destination Wealth Management

Walnut Creek, CA

R Jensen

Owner Broker, InsuranceProfessor.net

Englewood, CO

R Jones,

CEO, The Master's Choice Wealth and Risk Management

Columbia, SC

Raegan Saylor

Partner, Assay Wealth Partners

Dallas, TX

Rania Desouky

Medicare Consultant, Alliance senior benefits group

Monmouth Junction, NJ

Raymond Barley

Retirement Income Planner, Barley Retirement Planning

Nottingham, MD

Rayna Reyes

Retirement Specialist, American Federal

Orange Park, FL

Rebecca Pace

CPA, Medicare Agent, R Pace Tax Service, LLC

Cincinnati, OH

Rene Yoshino

Financial Advisor/Investment Advisor Representative, PFS Investments/Primerica

Burien, WA

Ricardo Carpenter

Medicare Insurance Broker and Retirement Advisor, Carpenter's Medicare Counseling and Retirement Services

Woodbury, NJ

Richard Kirk

Retirement Planning and Wealth Management, LifeGuard Retirement Planning LLC

Morton, IL

Richard Stumpf

Certified Financial Planner, Financial Benefits, Inc

Wichita, KS

Richard, Patrick Timm

Agent / Advisor, VeltenWaterhouse Advisors

Melbourne, FL

Rick Diamond

RETIREMENT ADVISOR, THE ROI GROUP

Wayne, PA

Ries Moredock

Associate Advisor, Millenia Investments LLC

Chesterfield, MO

Rob Burnette

CEO and Financial Planner, Outlook Financial Center

Troy, OH

Rob Field

Partner and Financial Planner, Nelson Financial Planning

Winter Park, FL

Robert Anderberg

Financial Wellness Advisor, Plancorp, LLC

Spokane Valley, WA

Robert Bruzik

Financial Advisor, Alight Financial Solutions

Charlotte, NC

Robert Bute

Financial Advisor, Destiny Investments, LLC

Metairie, LA

Robert Loporto

Wealth Management Consultant, Axial Financial Group

Burlington, MA

Robert Ryerson

Retirement Income Certified Professional, New Century Planning Associates, Inc.

Robert Szymanski

Master Planner Advanced Studies, Szymanski Financial Group

Duluth, GA

Robert Westrich

Insurance Producer, Westrich Insurance Services

Lincolnshire, IL

Robert Young

Wealth Advisor, Old Glory Financial

The Woodlands, TX

Robin Garrett

Outreach Specialist, Mercer County Council on Aging

Celina, OH

Rocky Crpc,

Investment Advisor Representative, Greene Financial Services Inc

Warrenville, IL

Roger Neustadt

Attorney JD, Taurus Alternative Strategies, LLC

White Plains, NY

Roger Potter

Financial Advisor, Balanced Wealth Group

Westlake, OH

Roger Webb

Owner, Mountain Ridge Financial

Arden, NC

Rolan Jaramillo

Financial Professional, Safe Financial

Destrehan, LA

Roman Bogatchev

Insurance Advisor, Insurance Connections

Kirkland, WA

Ronald Woernle

Financial Adviser, Woernle Wealth Management LLC

Bluffton, SC

Ronnie Spence

Financial Advisor, Cornerstone Investment Group

Pikeville, KY

Ross Anderle

Wealth Manager, Sapient Private Wealth Management

Eugene, OR

Royce Young

Financial Advisor, LFN Advisors

Muskegon, MI

Rudy Gonzalez

CEO, Certified Financial Educator ENG/ESP, New Generation Financial Solutions

McLean, VA

Ryan Elder

Branch Manager, Cetera Investors

Houston, TX

Ryan Meisemann

Retirement Wealth Advisor, Three Bridges Wealth Management

Alpharetta, GA

Ryan Ransom

Financial Advisor, Oak Crest Advisors

Leander, TX

Ryan Rippy

Founder & CCO, Montage Private Wealth

Peoria, AZ., AZ

Sam Badgley

Retirement Tax Specialist, Sam Badgley Inc.

Raleigh, NC

Sam Kastamo

Financial Advisor, Kastamo Financial

Northville, MI

Sam Payne

Investment Advisor and Business Consultant, Payson Financial

Temecula, CA

Sandy Risgaard

Sr. Financial Planner, ProVise Management Group

Tampa, FL

Sarah Degraw

Financial Advisor, Mundi Financial

Middletown, NY

Sarah Rentschler

Financial Advisor, TimeWise Financial

Aurora, CO

Sarah Warnkin

Wealth Manager, JL Smith Holistic Wealth Management

Avon, OH

Scott Harlan

Financial Planner, Inspire Advisors, Inspire Advisors

Jefferson, GA

Scott Higgins

Financial Advisor, Rose Street Advisors

Kalamazoo, MI

Scott Marion

Wealth Advisor, Capital Choice Financial

Knoxville, TN

Scott Rehm

Investment Advisor Representative, Horter Investment Management, LLC

Columbus, OH

Scott Schuett

Investment Advisor Representative, Cameron Wealth Group

Newport News, VA

Scott Veitch

Senior Practice Marketing Associate, Raymond James

Tulsa, OK

Seth Ash

Financial Advisor, Janney

Chillicothe, OH

Seth Layton

Senior Associate Advisor, Next Phase Advisors

Huntsville, AL

Shannon Davis

Financial Advisor, Retirement Plan Advisors, LLC

Hinckley, OH

Sharon Stadul

Investment Advisor Representative, CBS Funding, Inc.

Broadview Hts., OH

Shawn Hammond

Owner, Texas Financial Retirement Services, LLC

Conroe, TX

Shawn Southard

Healthcare/Social Security Specialist, Peace of Mind Wealth Management

Raleigh, NC

Shelley Bigelow

VP & Senior Trust Officer, WealthSouth

Danville, KY

Shelly Fackler

Fiduciary Financial Advisor, J&J Wealth Advisors

Palmetto, FL

Sheri Kazmierczak

CPA, Quest Tax Prep, LLC

Westerville, OH

Shutter Hutter

Financial Advisor, Blue Financial

Charlotte, NC

Sisi Loudon

Investment Advisor, Alight Financial Advisors

Charlotte, NC

Siu Wu

TAX ACCOUNTANT, PRIMERA ACCOUNTING SERVICES

Chicago, IL

Skipper Waller

Investment Advisor Representative, Annuity Benefits Counselors Inc

Milton, FL

Stacy Sponseller

Regional Vice President, Nationwide Financial

Carlsbad, CA

Stephen Bene

Wealth Advisor | Co-Founder, Beneficial Wealth

Berkeley Heights, NJ

Stephen Foster

Financial Professional, Financial Foundations, Inc.

Kansas City, MO

Stephen Poll

CERTIFIED FINANCIAL PLANNER®, Clay Financial

Bonita Springs, FL

Stephen Robinson

Agency Owner of Neuse Consulting Group, Neuse Consulting Group

Wake Forest, NC

Stephen Schmitt

Agency Principal, Inspire Life, Health & Wealth LLC.

Mount Vernon, OH

Steve Schnell

Health, Life, And Retirement Planner, Schnell Senior Services & Insurance

Surprise, AZ

Steven Crane

Financial Planner, Financial Legacy Builders

Fairborn, OH

Steven Feeken

Investment Advisor Representative, Feeken Financial Services

Hurst, TX

Steven Lynds

Financial Planning Specialist, Gill Capital Partners

Denver, CO

Steven McCormick

Retirement Advisor, McCormick Capital

Simi Valley, CA

Steven O'Flynn

Investment Advisor Representative, Elevated Financial Management

Renton, WA

Steven Rich

Founder & Financial Advisor, New Smyrna Beach Retirement Solutions

New Smyrna Beach, FL

Steven Roeth

Director, Wealth Management, Nuvo Wealth

Las Vegas, NV

Steven Shaw

Financial Advisor, S&S Insurance Group, Inc.

Waxahachie, TX

Stuart Hunsicker

Financial Planner, Purpose Driven Retirement Planners

Richmond, VA

Susan Auer

Wealth Advisor, Confidence Financial Partners

Colorado Springs, CO

Susan Moussi

Owner, Susan Moussi CPA Inc.

Columbus, OH

Suzanna Coelho

Financial Advisor, Lee Stoerzinger Wealth Management

St Paul, MN

Taina Frazer

Financial Advisor, Pacific Northwest Wealth Management

Vancouver, WA

Tara Stensrud

Principal, Yeo & Yeo CPAs & Advisors

Midland, MI

Taranvir Pannu

Financial Advisor, Bulman Wealth Group

Roseville, CA

Tareq Jallaf

Private Wealth Advisor, Hilltop Wealth & Tax Solutions

Mishawaka, IN

Taylor Funke

Financial Advisor, Blue Financial, Inc.

Charlotte, NC

Taylor Munoz

Financial Advisor, ASC Financial Group

Bartonsville, PA

Taylor Standke

Sr. Training Specialist, SCAN Health Plan

Long Beach, CA

Terri Ritchie

Principal | Financial Advisor, CAPTRUST

Tampa, FL

Theodore Meyer

Investment Advisor, Meyer Financial Services

Scottsdale, AZ

Theresa Hutchinson

Senior Sales Executive/Financial Advisor, Medallion Wealth Management

Moon Township, PA

Thomas Francis

Registered Financial Consultant Insurance Sales Representative National Social Security Advisor, Legacy Financial Network

Muskegon, MI

Thomas Sheaffer

Owner, Thomas J Sheaffer Agency

Boiling Springs

Tim Adams

CPA, 320 Financial Group

Tim Kulhanek

Co-Founder, Financial Advisor, Stonebridge Wealth Systems, LLC

Lincoln, NE

Tim Lankford

President, WestPoint Financial

Carmel, IN

Tim Mattern

Financial Advisor, Stewards Planning Group

Willmar, MN

Timothy Avila

Lead Wealth Advisor, Yuma & Imperial Valley Wealth Management

Yuma, AZ

Timothy Gerrity

Advisor, OneMidwest Financial Partners

Carmel, IN

Timothy Hayes

Financial Advisor, Cambridge Investment Research

Boston, MA

Timothy Hilterman

Chief Financial Planning Officer, Whitaker-Myers Wealth Managers

Mansfield, OH

Timothy Sanford

Financial Services Professional, Heritage Financial Retirement & Insurance Services

Tampa, FL

Timothy Van Houten

Advisor, Sonoran Wealth Systems

Phoenix, AZ

Todd Talbot

Financial Advisor, Red Mountain Financial

Birmingham, AL

Todd Valles

IRMAA AND SOCIAL SECURITY INSTRUCTOR, IRMAA CERTIFIED PLANNER

MILLVILLE, PA

Tom Tyo

Managing Director Tax Strategy Consultant, Strategic Path Financial Group, LLC

Oxnard, CA

Tommy Bilbo

New Business Development & Strategic Advisor, Stine Tax & Wealth Management

Lake Charles, LA

Tony Bryan

Wealth Strategist, Truist Wealth

Orlando, FL

Tony Thurlow

Financial Advisor, Thurlow Wealth Management

Las Vegas, NV

Tonya White

Principal & Financial Advisor, Harmony Financial Solutions

Concord, CA

Tracy Wells

Investment Advisor Representative, Whitcomb & Hess

Ashland, OH

Travis Smyczynski

CERTIFIED FINANCIAL PLANNER™ Professional, Ausdal Financial Partners

Tricia Hobbs

Medicare & Social Security Services Advisor, 65 Plus Advisory

Broken Arrow, OK

Ty McGilberry

Financial Advisor | CEO & Managing Partner, Pegasus Financial Planning

King of Prussia, PA

Tyler Coleman

Insurance Strategist, Coleman Financial Strategies

Birmingham, AL

Tyler Koebbe

Financial Advisor, Horter Investment Management

Cincinnati, OH

Valentyna Sorrell

Insurance Broker, Insurance Connections

Las Vegas, WA

Vicky Brand

Registered Representative, Western Southern Life

Wharton, OH

Virgil Hooper

Financial Advisor, Smartpro Financial

FAYETTEVILLE, GA

Wade Elliott

Financial Advisor, Edward Jones

Statesboro, GA

Walter Godfrey

Retirement Advisor, Godfrey Wealth & Retirement Group

Sarasota, FL

Wayne Midro

Registered Representative & Investment Advisor Representative, Midro Insurance Agency Inc

Pearl City, HI

Wes Lindquist

Financial Advisor / Staff Mgr, Western & Southern

College Park, MD

Wes Obana

Advance Planning Specialist, YRS Advisors

Oxnard, CA

Wes Obana

Advanced Planning Specialist, YRS Advisors

Oxnard, CA

Wes Parker

Director of Wealth Management and Planning, A W Parker P C

Cordova, TN

Will Goodson

Senior Financial Advisor, Financial Synergies Wealth Advisors

Tyler, TX

Will Riggs

Financial Advisor, Strategic Retirement Solutions

Franklin, TN

Will South

Financial Advisor, RichLife Advisors

Gainesville, GA

William Goldman

Senior Investment Advisor at Gold Federal Advisor, Gold Federal Advisor Brookwood Investment Group

Henderson, NV

William Gruntler

CEO & Founder, Asset Protection Group

Sunrise, FL

William Schuette

Financial Advisor/Founder, The 611 Group Wealth Advisors

Avon Lake, OH

William Stack

Financial Adviser, Stack Financial Services, LLC

Salem, MO

William Thatcher

Founder, President & Wealth Advisor, Thatcher Wealth Management LLC

Youngdon Lee

Senior Vice President, Allmerits Healthcare, ALLMERITS HEALTHCARE

LOS ANGELES, CA

Yvonne Mathews

VP, Gardner Brown Associates

Newport Beach, CA

Zach Vancas

Financial Advisor, Stonebridge Wealth Systems, LLC

LIncoln, NE

Zachary Benge

Financial Services, Benge Retirement Group

Knoxville, TN

Zachary Kountz

Vice President, Swisher Financial Concepts, Inc

Westerville, OH

Zachary Leonard

Financial Planner, Wealth Management Strategies

Morehead City, NC

Zachery Smith

Lead Advisor and Owner, Premier Financial Group, LLC

Saginaw, MI

Zar Razack

Financial Professional, Purpose Driven Financial Services

Huntersville, NC