 | | | C(k)P® Registry
Below is a list of professionals who are currently Certified 401(k) Professionals in good standing with TRAU and the C(k)P® Standards Committee.
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C(k)P Designation Holders
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| C(k)P Designee | State | Phone | | | |
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| | | | Texas | 512-795-2516 | | |
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| | | | Massachusetts | 617-946-4064 | | |
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| | | | Minnesota | 952-476-5663 | | |
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| | | | Indiana | 219-926-1182 | | |
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| | | | Pennsylvania | 610-668-6165 | | |
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| | | | Pennsylvania | 215-340-3316 | | |
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| | | | California | 213-689-2315 | | |
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| | | | California | 805-509-6985 | | |
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| | | | California | 818-261-5555 | | |
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| | | | Illinois | 309-360-0361 | | |
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| | | | South Carolina | 843-579-5548 | | |
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| | | | Nevada | 775-688-3960 | | |
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| | | | Connecticut | 203-671-4116 | | |
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| | | | Texas | 936-632-8586 | | |
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| | | | Michigan | 616-302-4008 | | |
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| | | | Colorado | 678-497-2442 | | |
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| | | | California | 310-257-7665 | | |
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| | | | North Carolina | 980-282-1740 | | |
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| | | | Texas | 713-392-4015 | | |
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| | | | California | 818-704-6818 | | |
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| | | | Colorado | 303-250-8961 | | |
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| | | | Hawaii | 808-521-2601 | | |
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| | | | Texas | 972-358-6778 | | |
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| | | | Connecticut | 860-430-8195 | | |
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| | | | New Jersey | 609-484-7100 | | |
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| | | | New York | 212-382-8444 | | |
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| | | | California | 818-251-6879 | | |
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| | | | Texas | 713-289-6226 | | |
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| | | | California | 949-291-5772 | | |
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| | | | Maryland | 410-884-6642 | | |
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| | | | California | 213-236-2084 | | |
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| | | | Indiana | 317-844-6466 | | |
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| | | | Alabama | 251-990-2363 | | |
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| | | | Minnesota | 952-835-4485 | | |
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| | | | Massachusetts | | | |
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| | | | Georgia | 770-360-6017 | | |
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| | | | Wisconsin | 414-226-3037 | | |
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| | | | Iowa | 319-896-7741 | | |
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| | | | Washington | 425-462-8167 | | |
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| | | | New York | 212-558-8882 | | |
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| | | | Michigan | 248-737-6384 | | |
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| | | | California | 925-945-4834 | | |
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| | | | Florida | 561-371-4902 | | |
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| | | | Pennsylvania | 412-540-2302 | | |
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| | | | Pennsylvania | 717-775-8061 | | |
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| | | | Pennsylvania | 610-398-4307 | | |
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| | | | Pennsylvania | 610-398-4306 | | |
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| | | | Ohio | 440-250-7957 | | |
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| | | | Louisiana | 337-236-3536 | | |
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| | | | Massachusetts | 617-352-9006 | | |
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| | | | Washington | 508-308-2748 | | |
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| | | | Washington | 206-628-4852 | | |
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| | | | Ohio | 614-269-3401 | | |
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| | | | Alabama | 256-712-3670 | | |
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| | | | Nevada | 775-300-7560 | | |
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| | | | California | 707-575-6346 | | |
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| | | | Pennsylvania | 570-330-8781 | | |
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| | | | Pennsylvania | 570-330-8764 | | |
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| | | | Arizona | 480-415-1572 | | |
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| | | | Hawaii | 808-525-7399 | | |
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| | | | Arizona | 520-812-7044 | | |
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| | | | California | 916-956-8081 | | |
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| | | | District of Columbia | 202-659-3064 | | |
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| | | | Connecticut | 203-863-7641 | | |
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| | | | Douglas. E. Bermudez, CFS(TM), C(k)P(R), CPFA |
| California | 866-777-4015 | | |
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| | | | Wisconsin | 262-524-4172 | | |
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| | | | Louisiana | 225-214-4212 | | |
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| | | | Virginia | 703-813-5551 | | |
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| | | | Texas | 817-336-8701 | | |
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| | | | Ohio | 614-428-2570 | | |
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| | | | Massachusetts | 617-872-7190 | | |
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| | | | California | 530-343-4015 | | |
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| | | | Illinois | 309-671-4200 | | |
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| | | | Ohio | 614-716-9743 | | |
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| | | | New York | 917-286-2788 | | |
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| | | | California | | | |
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| | | | New Jersey | 866-632-5883 | | |
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| | | | California | 818-227-6319 | | |
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| | | | California | 213-236-2232 | | |
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| | | | Rhode Island | 401-787-3117 | | |
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| | | | Maryland | 301-230-5761 | | |
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| | | | California | 858-875-5413 | | |
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| | | | Wisconsin | 608-283-2729 | | |
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| | | | Maryland | 410-547-5206 | | |
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| | | | California | 310-283-4349 | | |
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| | | | Arizona | 480-998-2272 | | |
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| | | | Texas | 713-658-1493 | | |
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| | | | Texas | 210-278-3813 | | |
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| | | | California | 949-679-2147 | | |
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| | | | Missouri | 314-290-5744 | | |
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| | | | California | 831-625-7026 | | |
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| | | | Connecticut | 203-254-6946 | | |
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| | | | Indiana | 317-705-8187 | | |
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| | | | New York | 585-454-3985 | | |
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| | | | Minnesota | 866-777-4015 | | |
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| | | | California | 818-324-7007 | | |
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| | | | Indiana | 317-848-2145 | | |
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| | | | Christopher J. Bryan, C(k)P® |
| Pennsylvania | 215-587-4611 | | |
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| | | | New York | 518-280-5669 | | |
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| | | | Alabama | 205-969-7040 | | |
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| | | | Arkansas | 501-312-7257 | | |
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| | | | New York | 800-289-1544 | | |
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| | | | Illinois | 312-269-5157 | | |
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| | | | California | 559-436-3307 | | |
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| | | | Pennsylvania | 814-461-6057 | | |
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| | | | Illinois | 847-291-3711 | | |
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| | | | Maryland | 410-263-0118 | | |
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| | | | Tennessee | 615-767-6433 | | |
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| | | | New York | 212-338-6121 | | |
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| | | | California | 415-274-6077 | | |
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| | | | Michigan | 734-927-3750 | | |
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| | | | Louisiana | 318-787-6862 | | |
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| | | | District of Columbia | 202-955-4307 | | |
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| | | | North Carolina | 910-256-7737 | | |
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| | | | Florida | 941-364-5649 | | |
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| | | | Florida | 407-422-2423 | | |
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| | | | Louisiana | 504-828-3768 | | |
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| | | | California | 310-500-6350 | | |
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| | | | Texas | 512-370-0487 | | |
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| | | | Texas | 940-297-6995 | | |
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| | | | Florida | 513-505-6922 | | |
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| | | | Indiana | 219-926-1182 | | |
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| | | | California | 949-682-9232 | | |
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| | | | Missouri | 913-961-6007 | | |
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| | | | Virginia | 703-891-6685 | | |
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| | | | Ohio | 216-910-1870 | | |
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| | | | California | 925-521-2606 | | |
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| | | | Massachusetts | 978-318-9502 | | |
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| | | | California | 650-773-5160 | | |
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| | | | Florida | 727-462-2316 | | |
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| | | | Ohio | 614-942-3039 | | |
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| | | | Maryland | 301-440-5803 | | |
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| | | | Texas | 512-550-7070 | | |
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| | | | California | 818-528-7841 | | |
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| | | | Illinois | 224-632-1611 | | |
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| | | | Tennessee | 615-764-3210 | | |
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| | | | New Mexico | 505-585-5595 | | |
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| | | | New Jersey | 908-858-4658 | | |
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| | | | Oregon | 541-342-5634 | | |
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| | | | New Jersey | 551-238-2200 | | |
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| | | | New York | 718-255-5891 | | |
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| | | | Wisconsin | 414-704-2875 | | |
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| | | | Delaware | 302-736-7751 | | |
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| | | | Florida | 904-945-4015 | | |
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| | | | Minnesota | 651-298-1729 | | |
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| | | | Colorado | 770-826-7656 | | |
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| | | | Georgia | 912-265-2876 | | |
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| | | | Kansas | 913-827-7720 | | |
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| | | | Oregon | 503-219-3275 | | |
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| | | | New Jersey | 201-592-3853 | | |
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| | | | New York | 585-363-0397 | | |
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| | | | California | 949-939-2523 | | |
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| | | | Louisiana | 504-586-7617 | | |
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| | | | Ohio | 216-798-5114 | | |
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| | | | Tennessee | 617-653-8763 | | |
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| | | | Georgia | 404-264-2061 | | |
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| | | | Texas | 469-585-6375 | | |
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| | | | New Jersey | 609-274-8183 | | |
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| | | | California | 805-981-3238 | | |
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| | | | Pennsylvania | 717-736-7007 | | |
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| | | | Massachusetts | 781-876-4113 | | |
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| | | | Florida | 727-434-0306 | | |
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| | | | Pennsylvania | 610-290-2253 | | |
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| | | | California | 310-281-3842 | | |
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| | | | New York | 212-236-0310 | | |
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| | | | Georgia | 404-443-2700 | | |
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| | | | California | 310-996-2023 | | |
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| | | | Michigan | 248-393-1940 | | |
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| | | | Illinois | 312-475-6441 | | |
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| | | | Indiana | 317-844-6466 | | |
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| | | | Connecticut | 203-784-4142 | | |
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| | | | Colorado | 720-289-3833 | | |
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| | | | California | 310-902-2563 | | |
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| | | | Theodore D. DeGaetano Jr. |
| Illinois | 847-605-4396 | | |
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| | | | New Jersey | 201-836-2460 | | |
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| | | | New York | 516-877-8370 | | |
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| | | | Massachusetts | 203-856-3744 | | |
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| | | | Maryland | 443-603-0178 | | |
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| | | | Indiana | 219-926-1182 | | |
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| | | | Pennsylvania | 843-720-9424 | | |
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| | | | Indiana | 812-343-0687 | | |
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| | | | Virginia | 703-847-4321 | | |
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| | | | Kentucky | 502-329-5094 | | |
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| | | | Tennessee | 615-538-9943 | | |
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| | | | Nevada | 775-688-4793 | | |
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| | | | Massachusetts | 617-259-1767 | | |
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| | | | New York | 716-529-3441 | | |
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| | | | Texas | 315-591-5123 | | |
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| | | | Wisconsin | 414-708-3445 | | |
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| | | | New Jersey | 609-274-3801 | | |
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| | | | Texas | 469-456-5288 | | |
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| | | | Pennsylvania | 215-815-1631 | | |
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| | | | North Carolina | 910-338-2659 | | |
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| | | | Rhode Island | 202-480-7383 | | |
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| | | | Iowa | 515-697-4620 | | |
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| | | | District of Columbia | 202-390-4164 | | |
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| | | | Illinois | 312-526-3117 | | |
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| | | | California | 805-456-6264 | | |
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| | | | Ohio | 513-579-3639 | | |
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| | | | Massachusetts | 978-689-6974 | | |
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| | | | Louisiana | 225-338-6528 | | |
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| | | | New Jersey | 908-367-4766 | | |
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| | | | New Jersey | 973-305-3823 | | |
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| | | | Pennsylvania | 717-350-6258 | | |
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| | | | Louisiana | 504-620-4801 | | |
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| | | | New York | 212-338-6034 | | |
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| | | | Florida | 941-637-4331 | | |
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| | | | New York | 585-899-2561 | | |
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| | | | New Jersey | 617-803-9610 | | |
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| | | | Washington | 425-462-8108 | | |
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| | | | Oregon | 503-707-5843 | | |
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| | | | Ohio | 614-225-3072 | | |
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| | | | California | 951-452-5206 | | |
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| | | | Pennsylvania | 610-687-7900 | | |
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| | | | Arizona | 480-998-2212 | | |
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| | | | California | 916-287-0113 | | |
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| | | | California | 650-587-8616 | | |
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| | | | New Mexico | 505-280-7444 | | |
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| | | | North Carolina | 704-426-6100 | | |
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| | | | North Carolina | 704-442-6316 | | |
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| | | | Florida | 407-531-5920 | | |
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| | | | Massachusetts | 978-318-6503 | | |
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| | | | Louisiana | 225-237-3135 | | |
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| | | | Pennsylvania | 267-980-4052 | | |
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| | | | California | 310-552-5673 | | |
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| | | | District of Columbia | 415-218-9141 | | |
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| | | | Tennessee | 865-202-7007 | | |
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| | | | North Carolina | 704-341-5111 | | |
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| | | | New Jersey | 609-484-7105 | | |
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| | | | New York | 212-236-1043 | | |
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| | | | Pennsylvania | 610-517-3885 | | |
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| | | | Pennsylvania | 267-433-1051 | | |
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| | | | Oregon | 503-221-4671 | | |
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| | | | Texas | 281-212-9132 | | |
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| | | | Maryland | 410-707-4186 | | |
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| | | | Texas | 512-990-3000 | | |
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| | | | Ohio | 614-473-2491 | | |
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| | | | Oregon | 503-221-4610 | | |
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| | | | New York | 212-236-5098 | | |
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| | | | Oklahoma | 918-269-9337 | | |
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| | | | Texas | 713-966-2132 | | |
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| | | | Connecticut | 860-728-3604 | | |
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| | | | Joe C. C. Forlines IV, C(k)P, GFS |
| Colorado | 248-729-3186 | | |
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| | | | Maryland | 410-773-8395 | | |
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| | | | New York | 585-899-2533 | | |
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| | | | Indiana | 219-926-1182 | | |
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| | | | California | 858-551-4015 | | |
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| | | | California | 310-785-6184 | | |
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| | | | New Jersey | 908-917-7363 | | |
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| | | | New York | 212-338-6161 | | |
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| | | | New Mexico | 505-889-2885 | | |
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| | | | Illinois | 847-550-7832 | | |
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| | | | California | 626-993-9307 | | |
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| | | | Washington | 253-597-8314 | | |
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| | | | Georgia | 770-534-0727 | | |
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| | | | Illinois | 248-212-4252 | | |
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| | | | Pennsylvania | 484-530-2822 | | |
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| | | | Georgia | 678-746-5720 | | |
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| | | | Texas | 214-750-2045 | | |
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| | | | California | 209-578-2635 | | |
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| | | | Delaware | 302-516-1770 | | |
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| | | | Illinois | 847-564-7224 | | |
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| | | | Illinois | 815-670-7421 | | |
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| | | | New Jersey | 800-401-4830 | | |
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| | | | New York | 315-679-5161 | | |
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| | | | Oregon | 503-654-5100 | | |
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| | | | New Jersey | 973-237-4308 | | |
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| | | | New Jersey | 609-282-0016 | | |
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| | | | Illinois | 847-564-7313 | | |
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| | | | Massachusetts | 781-235-4426 | | |
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| | | | New Jersey | 856-696-7512 | | |
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| | | | Georgia | 404-231-7109 | | |
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| | | | Kansas | 316-631-3506 | | |
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| | | | Arizona | 480-998-2993 | | |
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| | | | New Jersey | 609-756-6351 | | |
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| | | | New Hampshire | 603-627-1463 | | |
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| | | | New York | 585-512-2385 | | |
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| | | | California | 949-860-7575 | | |
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| | | | Connecticut | 860-728-3645 | | |
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| | | | California | 661-326-7707 | | |
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| | | | North Carolina | 704-341-5110 | | |
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| | | | Missouri | 314-997-2984 | | |
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| | | | Pennsylvania | 610-766-3016 | | |
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| | | | Minnesota | 320-232-0134 | | |
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| | | | California | 916-475-1316 | | |
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| | | | North Carolina | 336-725-7222 | | |
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| | | | Illinois | 847-605-4442 | | |
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| | | | California | 805-312-5426 | | |
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| | | | Tennessee | 901-425-3181 | | |
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| | | | New Jersey | 732-530-8129 | | |
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| | | | California | 831-625-7024 | | |
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| | | | Georgia | 404-814-0141 | | |
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| | | | North Carolina | 980-386-5509 | | |
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| | | | New Jersey | 973-301-7719 | | |
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| | | | Alabama | 205-326-9678 | | |
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| | | | Pennsylvania | 215-896-7740 | | |
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| | | | Wisconsin | 262-523-8361 | | |
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| | | | New Jersey | 800-677-9405 | | |
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| | | | California | 415-793-4258 | | |
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| | | | New Jersey | 973-301-7738 | | |
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| | | | California | 310-996-2051 | | |
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| | | | Virginia | 757-446-4012 | | |
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| | | | North Carolina | 704-916-6884 | | |
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| | | | Pennsylvania | 610-689-8800 | | |
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| | | | Michigan | 989-928-0677 | | |
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| | | | Massachusetts | 781-431-4081 | | |
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| | | | Pennsylvania | 610-834-0401 | | |
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| | | | Ohio | 330-406-9021 | | |
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| | | | California | 866-777-4015 | | |
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| | | | Tennessee | 423-752-3612 | | |
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| | | | Michigan | 231-725-6404 | | |
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| | | | California | 925-282-2263 | | |
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| | | | California | 310-285-4503 | | |
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| | | | Georgia | 404-808-5592 | | |
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| | | | Maryland | 301-698-4730 | | |
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| | | | New York | 212-558-8837 | | |
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| | | | California | 401-368-6254 | | |
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| | | | California | 831-422-4910 | | |
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| | | | Illinois | 847-564-7229 | | |
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| | | | Texas | 281-491-2800 | | |
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| | | | Virginia | 757-490-4341 | | |
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| | | | Florida | 407-740-6111 | | |
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| | | | Kentucky | 502-329-5098 | | |
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| | | | Alabama | 205-326-9616 | | |
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| | | | Hawaii | 808-525-8330 | | |
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| | | | Michigan | 248-489-5025 | | |
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| | | | Florida | 954-916-2832 | | |
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| | | | Colorado | 303-634-2721 | | |
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| | | | California | 858-552-4219 | | |
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| | | | Pennsylvania | 215-641-2570 | | |
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| | | | New Jersey | 908-789-4303 | | |
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| | | | California | 310-994-3827 | | |
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| | | | Texas | 713-823-9164 | | |
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| | | | Pennsylvania | 215-587-4772 | | |
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| | | | Rhode Island | 312-952-9555 | | |
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| | | | Iowa | 800-777-6080 | | |
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| | | | Pennsylvania | 610-320-5474 | | |
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| | | | California | 844-881-7526 | | |
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| | | | | 949-453-5110 | | |
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| | | | Massachusetts | 617-946-4233 | | |
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| | | | Virginia | 804-270-7877 | | |
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| | | | New Jersey | 212-286-1171 | | |
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| | | | Illinois | 217-525-4215 | | |
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| | | | Texas | 713-658-1258 | | |
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| | | | California | 310-712-4207 | | |
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| | | | New Jersey | 732-528-2704 | | |
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| | | | Hawaii | 808-525-6977 | | |
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| | | | Illinois | 618-416-7089 | | |
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| | | | Louisiana | 504-620-4807 | | |
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| | | | Michigan | 248-298-4000 | | |
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| | | | Virginia | 443-878-1890 | | |
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| | | | Rhode Island | 401-213-0665 | | |
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| | | | California | 310-922-9391 | | |
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| | | | Pennsylvania | 412-359-9701 | | |
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| | | | Michigan | 616-774-4211 | | |
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| | | | Indiana | 812-333-4726 | | |
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| | | | Washington | 206-402-7718 | | |
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| | | | Florida | 941-413-4509 | | |
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| | | | New York | 516-901-9042 | | |
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| | | | New York | 212-338-6166 | | |
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| | | | Tennessee | 615-905-4585 | | |
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| | | | California | 805-439-0371 | | |
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| | | | Missouri | 816-340-3760 | | |
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| | | | California | 310-858-4728 | | |
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| | | | Texas | 281-374-5332 | | |
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| | | | Massachusetts | 804-690-7305 | | |
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| | | | Texas | 972-386-1353 | | |
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| | | | Florida | 407-333-8338 | | |
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| | | | Delaware | 302-516-1772 | | |
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| | | | Florida | 727-201-6367 | | |
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| | | | Oklahoma | 918-510-3578 | | |
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| | | | Oklahoma | 918-510-6788 | | |
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| | | | California | 949-460-9898 | | |
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| | | | Florida | 305-530-3623 | | |
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| | | | Ohio | 216-393-8182 | | |
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| | | | Massachusetts | 413-747-6971 | | |
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| | | | Virginia | 703-940-3471 | | |
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| | | | Florida | 954-689-9486 | | |
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| | | | New York | 716-362-7344 | | |
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| | | | Pennsylvania | 412-540-2300 | | |
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| | | | Tennessee | 423-752-3653 | | |
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| | | | New York | 973-752-4998 | | |
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| | | | New York | 516-336-0873 | | |
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| | | | Pennsylvania | 610-320-5461 | | |
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| | | | California | 888-845-4015 | | |
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| | | | New York | 212-303-8777 | | |
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| | | | Tennessee | 901-756-2039 | | |
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| | | | New Jersey | 484-459-9978 | | |
|
| | | | Washington | 509-458-4256 | | |
|
| | | | Illinois | 630-954-6340 | | |
|
| | | | Florida | 305-252-5603 | | |
|
| | | | Pennsylvania | 717-736-7007 | | |
|
| | | | Indiana | 574-855-3344 | | |
|
| | | | Arizona | 913-814-3800 | | |
|
| | | | Maryland | 410-321-4350 | | |
|
| | | | Missouri | 816-340-7882 | | |
|
| | | | Florida | 239-330-2062 | | |
|
| | | | Florida | 239-948-2003 | | |
|
| | | | New Jersey | 973-301-6371 | | |
|
| | | | Michigan | 248-339-9808 | | |
|
| | | | New Jersey | 862-221-2498 | | |
|
| | | | California | 818-649-8620 | | |
|
| | | | Kansas | 316-631-3525 | | |
|
| | | | New Hampshire | 603-718-2707 | | |
|
| | | | New York | 212-338-6109 | | |
|
| | | | California | 949-230-8409 | | |
|
| | | | New Mexico | 505-872-5916 | | |
|
| | | | Illinois | 309-693-5760 | | |
|
| | | | New Jersey | 201-967-4861 | | |
|
| | | | Texas | 832-647-8276 | | |
|
| | | | Rosana Catalina Lambertini |
| California | 310-729-9925 | | |
|
| | | | Pennsylvania | 717-791-3313 | | |
|
| | | | Pennsylvania | 610-320-5477 | | |
|
| | | | New Jersey | 201-685-6515 | | |
|
| | | | Ohio | 330-702-7349 | | |
|
| | | | Brad L. Larsen, AIF, CkP, PRP |
| Florida | 561-722-4511 | | |
|
| | | | Georgia | 770-235-1114 | | |
|
| | | | Michigan | 248-737-6825 | | |
|
| | | | California | 831-601-1710 | | |
|
| | | | Utah | 801-535-1343 | | |
|
| | | | Colorado | 719-630-6049 | | |
|
| | | | Alabama | 256-705-5923 | | |
|
| | | | New York | 212-230-3711 | | |
|
| | | | Rhode Island | 949-525-5439 | | |
|
| | | | New Jersey | 732-530-3059 | | |
|
| | | | Minnesota | 218-824-4518 | | |
|
| | | | David S. Lemire, CFA, C(k)P |
| New York | 315-724-1776 | | |
|
| | | | California | 650-219-5398 | | |
|
| | | | North Carolina | 910-795-1373 | | |
|
| | | | Florida | 855-755-4015 | | |
|
| | | | Minnesota | 651-298-1735 | | |
|
| | | | Connecticut | 203-356-8758 | | |
|
| | | | New York | 212-382-8526 | | |
|
| | | | Connecticut | 716-706-8176 | | |
|
| | | | Brian G. Lizzi, AIF, CFS, C(k)P |
| Maryland | 240-200-5428 | | |
|
| | | | Texas | 214-969-2307 | | |
|
| | | | Michigan | 248-645-7254 | | |
|
| | | | Pennsylvania | 412-766-5555 | | |
|
| | | | New York | 212-847-6526 | | |
|
| | | | Texas | 210-220-4755 | | |
|
| | | | Maryland | 240-200-5410 | | |
|
| | | | Florida | 239-938-4747 | | |
|
| | | | California | 415-310-9867 | | |
|
| | | | Marlynn First Name Is "Yuxia" Ma |
| California | 626-396-2868 | | |
|
| | | | Ohio | 614-428-2568 | | |
|
| | | | Illinois | 618-416-7081 | | |
|
| | | | California | 209-951-8956 | | |
|
| | | | Michigan | 517-316-2440 | | |
|
| | | | Texas | 713-658-1215 | | |
|
| | | | Pennsylvania | 610-391-6348 | | |
|
| | | | Indiana | 219-926-1182 | | |
|
| | | | California | 617-823-9732 | | |
|
| | | | Georgia | 678-746-5719 | | |
|
| | | | Massachusetts | 617-913-3312 | | |
|
| | | | California | 800-965-1008 | | |
|
| | | | Virginia | 888-607-6761 | | |
|
| | | | Pennsylvania | 610-971-6298 | | |
|
| | | | Pennsylvania | 267-757-1406 | | |
|
| | | | Connecticut | 203-693-8521 | | |
|
| | | | Vernon Cecil (First Name) Mason |
| Texas | | | |
|
| | | | Texas | 469-635-8405 | | |
|
| | | | Indiana | 317-753-5219 | | |
|
| | | | California | 949-786-4015 | | |
|
| | | | Illinois | 847-413-4063 | | |
|
| | | | Ohio | 440-992-1515 | | |
|
| | | | Missouri | 314-616-2326 | | |
|
| | | | Missouri | 816-340-7567 | | |
|
| | | | Pennsylvania | 610-719-0300 | | |
|
| | | | Illinois | 503-467-9159 | | |
|
| | | | California | 415-482-1561 | | |
|
| | | | Oregon | 541-342-5650 | | |
|
| | | | North Carolina | 980-282-1767 | | |
|
| | | | California | 626-204-2141 | | |
|
| | | | Hawaii | 808-525-8303 | | |
|
| | | | Texas | 972-808-6965 | | |
|
| | | | New Mexico | 505-980-3061 | | |
|
| | | | (Charles) Todd Todd Mercer |
| Kentucky | 502-329-5090 | | |
|
| | | | Maryland | 410-512-4613 | | |
|
| | | | Virginia | 757-301-2015 | | |
|
| | | | Connecticut | 949-246-9648 | | |
|
| | | | Michigan | 248-645-7457 | | |
|
| | | | Michigan | 248-579-1124 | | |
|
| | | | Wisconsin | 414-477-8320 | | |
|
| | | | Kentucky | 312-504-5369 | | |
|
| | | | Texas | 713-403-2113 | | |
|
| | | | Ohio | 614-855-8782 | | |
|
| | | | California | 925-945-4811 | | |
|
| | | | Richard Mc Arthur Mitchell |
| New Jersey | 973-559-6109 | | |
|
| | | | California | 310-698-0698 | | |
|
| | | | New York | 212-924-4057 | | |
|
| | | | Florida | 813-868-1930 | | |
|
| | | | William Michael Montgomery |
| Florida | 813-340-5757 | | |
|
| | | | New Hampshire | 603-627-1463 | | |
|
| | | | Colorado | 303-547-0351 | | |
|
| | | | Massachusetts | 508-380-9562 | | |
|
| | | | Michigan | 248-655-4024 | | |
|
| | | | Texas | 903-815-9505 | | |
|
| | | | Ohio | 513-602-2868 | | |
|
| | | | Missouri | 816-340-4482 | | |
|
| | | | Connecticut | 203-221-6063 | | |
|
| | | | New Jersey | 484-583-1091 | | |
|
| | | | Illinois | 312-325-2618 | | |
|
| | | | California | 949-453-5127 | | |
|
| | | | Indiana | 219-926-1182 | | |
|
| | | | California | 415-271-1133 | | |
|
| | | | Texas | 214-750-2150 | | |
|
| | | | Georgia | 404-354-3640 | | |
|
| | | | Pennsylvania | 215-262-2909 | | |
|
| | | | Connecticut | 203-662-5507 | | |
|
| | | | Massachusetts | 617-946-4318 | | |
|
| | | | California | 626-993-9303 | | |
|
| | | | Pennsylvania | 818-257-1071 | | |
|
| | | | Massachusetts | 617-954-7416 | | |
|
| | | | Maryland | 443-433-4290 | | |
|
| | | | Illinois | 773-638-9528 | | |
|
| | | | California | 707-254-4603 | | |
|
| | | | New York | 914-682-5605 | | |
|
| | | | New Jersey | 732-530-3022 | | |
|
| | | | Wisconsin | 920-265-4669 | | |
|
| | | | Missouri | 573-556-1114 | | |
|
| | | | Texas | 817-877-9626 | | |
|
| | | | New Mexico | 505-884-9857 | | |
|
| | | | California | 415-200-0900 | | |
|
| | | | Indiana | 260-310-6674 | | |
|
| | | | Michael V. O'Connell, CFP®, C(k)P®, CPFA, CRPC® |
| Maryland | 410-527-7718 | | |
|
| | | | James J(Chip) O'Connor IV |
| Missouri | 314-290-5726 | | |
|
| | | | Missouri | 800-378-9878 | | |
|
| | | | Florida | 850-864-6102 | | |
|
| | | | New York | 518-383-8953 | | |
|
| | | | California | 334-855-6462 | | |
|
| | | | Massachusetts | 617-663-4656 | | |
|
| | | | North Carolina | 704-907-0362 | | |
|
| | | | Kansas | 913-645-2665 | | |
|
| | | | Iowa | 319-363-0010 | | |
|
| | | | New Jersey | 212-370-1111 | | |
|
| | | | Maryland | 410-547-5028 | | |
|
| | | | Illinois | 309-664-8603 | | |
|
| | | | Pennsylvania | 570-954-2200 | | |
|
| | | | Rosemarie M. Panico-Marino |
| Florida | 630-997-3012 | | |
|
| | | | New York | 212-382-8476 | | |
|
| | | | Illinois | 312-577-6000 | | |
|
| | | | Mississippi | 601-607-7596 | | |
|
| | | | Illinois | 813-330-3377 | | |
|
| | | | Washington | 206-464-4375 | | |
|
| | | | New Jersey | 609-274-8209 | | |
|
| | | | New Jersey | 609-274-0517 | | |
|
| | | | California | 949-851-6498 | | |
|
| | | | Wisconsin | 715-294-5959 | | |
|
| | | | South Carolina | 803-733-2182 | | |
|
| | | | New Jersey | 908-522-3308 | | |
|
| | | | Washington | 509-455-7733 | | |
|
| | | | New York | 212-338-6115 | | |
|
| | | | Florida | 239-239-3016 | | |
|
| | | | Illinois | 312-373-7003 | | |
|
| | | | New York | 212-632-6731 | | |
|
| | | | Florida | 305-704-1280 | | |
|
| | | | Texas | 972-361-1001 | | |
|
| | | | Arizona | 480-624-5754 | | |
|
| | | | Alaska | 907-564-6705 | | |
|
| | | | Texas | 817-877-9684 | | |
|
| | | | California | 949-261-3093 | | |
|
| | | | New Jersey | 609-274-6265 | | |
|
| | | | California | 661-964-4227 | | |
|
| | | | Florida | 866-777-4015 | | |
|
| | | | Georgia | 404-231-6993 | | |
|
| | | | Connecticut | 424-299-0881 | | |
|
| | | | Missouri | 816-340-7006 | | |
|
| | | | North Carolina | 704-995-4888 | | |
|
| | | | Ohio | 216-591-2356 | | |
|
| | | | Wisconsin | 262-514-7975 | | |
|
| | | | Tennessee | 615-747-5629 | | |
|
| | | | Florida | 904-342-9160 | | |
|
| | | | Delaware | 302-731-1326 | | |
|
| | | | California | 415-984-6608 | | |
|
| | | | New Jersey | 856-231-5566 | | |
|
| | | | Pennsylvania | 412-854-7713 | | |
|
| | | | Texas | 800-959-0071 | | |
|
| | | | Illinois | 312-499-4634 | | |
|
| | | | Ohio | 614-428-2571 | | |
|
| | | | James A. Pupillo, CIMA, CIMC, C(k)P, GFS, TFMC |
| Arizona | 480-300-4901 | | |
|
| | | | California | 213-742-5134 | | |
|
| | | | California | 951-369-3875 | | |
|
| | | | | 703-634-6770 | | |
|
| | | | Tony Ranallo, CFP, CIMA, CPWA, C(k)P |
| Iowa | 515-245-8045 | | |
|
| | | | California | 310-725-2243 | | |
|
| | | | Pennsylvania | 267-757-1418 | | |
|
| | | | Connecticut | 203-789-2476 | | |
|
| | | | California | 916-475-1640 | | |
|
| | | | Texas | 682-888-3978 | | |
|
| | | | Illinois | 708-695-5845 | | |
|
| | | | Missouri | 636-537-4580 | | |
|
| | | | Minnesota | 952-674-2148 | | |
|
| | | | Ohio | 513-985-5830 | | |
|
| | | | Pennsylvania | 610-254-5710 | | |
|
| | | | California | 714-943-1304 | | |
|
| | | | North Carolina | 919-880-0692 | | |
|
| | | | Illinois | 312-696-7518 | | |
|
| | | | Indiana | 219-926-1182 | | |
|
| | | | Georgia | 404-719-8240 | | |
|
| | | | Virginia | 703-748-6387 | | |
|
| | | | North Carolina | 704-342-2277 | | |
|
| | | | Ohio | 513-985-2098 | | |
|
| | | | Ohio | 216-658-5024 | | |
|
| | | | Texas | 512-796-1205 | | |
|
| | | | California | 949-444-1532 | | |
|
| | | | California | 858-674-3904 | | |
|
| | | | Ohio | 614-460-2754 | | |
|
| | | | Minnesota | 952-746-4336 | | |
|
| | | | Florida | 305-347-2518 | | |
|
| | | | New Jersey | 609-274-5102 | | |
|
| | | | Minnesota | 612-371-7821 | | |
|
| | | | Ohio | 330-659-7140 | | |
|
| | | | Florida | 850-766-1975 | | |
|
| | | | Kentucky | 502-329-5092 | | |
|
| | | | Massachusetts | 860-836-2828 | | |
|
| | | | Texas | 713-658-1535 | | |
|
| | | | Pennsylvania | 610-668-6192 | | |
|
| | | | Utah | 801-426-6020 | | |
|
| | | | New York | 516-877-8406 | | |
|
| | | | Michigan | 248-851-4253 | | |
|
| | | | New Jersey | 609-274-3934 | | |
|
| | | | Pennsylvania | 267-640-1497 | | |
|
| | | | Rhode Island | 401-773-7000 | | |
|
| | | | Wisconsin | 414-369-3600 | | |
|
| | | | California | 559-970-8208 | | |
|
| | | | Texas | 817-550-6750 | | |
|
| | | | Georgia | 770-353-5908 | | |
|
| | | | California | 650-274-1756 | | |
|
| | | | New Jersey | 908-287-2254 | | |
|
| | | | Illinois | 847-550-7872 | | |
|
| | | | Texas | 817-896-3909 | | |
|
| | | | Texas | 940-297-6959 | | |
|
| | | | Wisconsin | 920-735-9800 | | |
|
| | | | New York | 607-321-2032 | | |
|
| | | | Texas | 713-632-8351 | | |
|
| | | | Maryland | 240-200-5432 | | |
|
| | | | New York | 516-227-2985 | | |
|
| | | | Virginia | 434-528-0051 | | |
|
| | | | Maryland | 410-527-7772 | | |
|
| | | | Pennsylvania | 484-209-2051 | | |
|
| | | | Connecticut | 203-858-1922 | | |
|
| | | | Pennsylvania | 484-954-3655 | | |
|
| | | | West Virginia | 304-692-9888 | | |
|
| | | | Wisconsin | 262-248-0620 | | |
|
| | | | Michigan | 248-649-4100 | | |
|
| | | | Michigan | 248-458-3353 | | |
|
| | | | Florida | 305-439-9105 | | |
|
| | | | California | 310-858-4692 | | |
|
| | | | Florida | 813-273-8639 | | |
|
| | | | North Carolina | 704-971-2276 | | |
|
| | | | District of Columbia | 202-659-7365 | | |
|
| | | | Missouri | 513-508-0681 | | |
|
| | | | New Jersey | 914-358-5175 | | |
|
| | | | Pennsylvania | 570-330-8768 | | |
|
| | | | Maryland | 443-319-5574 | | |
|
| | | | New York | 212-236-2288 | | |
|
| | | | Oklahoma | 214-926-5253 | | |
|
| | | | Connecticut | 516-779-5879 | | |
|
| | | | Georgia | 404-210-3766 | | |
|
| | | | Illinois | 312-897-3650 | | |
|
| | | | Florida | 402-210-7622 | | |
|
| | | | Washington | 206-464-4378 | | |
|
| | | | California | 914-643-6899 | | |
|
| | | | New York | 212-303-4071 | | |
|
| | | | Maryland | 301-656-0660 | | |
|
| | | | Illinois | 630-329-4653 | | |
|
| | | | Maryland | 240-200-5417 | | |
|
| | | | Texas | 817-349-2327 | | |
|
| | | | California | 707-396-0068 | | |
|
| | | | Illinois | 630-542-7136 | | |
|
| | | | Georgia | 404-266-6839 | | |
|
| | | | Maryland | 410-486-5242 | | |
|
| | | | Missouri | 816-340-3004 | | |
|
| | | | Massachusetts | 800-343-2829 | | |
|
| | | | Rhode Island | 401-863-8613 | | |
|
| | | | Washington | 206-583-2823 | | |
|
| | | | California | 415-289-8860 | | |
|
| | | | Maryland | 301-215-4411 | | |
|
| | | | Ohio | 740-594-8385 | | |
|
| | | | Oregon | 541-228-6101 | | |
|
| | | | California | 714-256-5475 | | |
|
| | | | New Jersey | 609-498-5005 | | |
|
| | | | Colorado | 617-572-6000 | | |
|
| | | | Rhode Island | 612-210-4587 | | |
|
| | | | California | 415-599-2096 | | |
|
| | | | California | 209-957-7413 | | |
|
| | | | Wisconsin | 920-428-5708 | | |
|
| | | | Missouri | 417-761-6820 | | |
|
| | | | Texas | 979-260-9629 | | |
|
| | | | Tennessee | 615-750-1076 | | |
|
| | | | New Jersey | 609-274-1028 | | |
|
| | | | Texas | 281-465-3042 | | |
|
| | | | Iowa | 319-896-7740 | | |
|
| | | | Florida | 561-393-4598 | | |
|
| | | | California | 626-993-9305 | | |
|
| | | | Texas | 800-343-2829 | | |
|
| | | | Oklahoma | 918-586-8059 | | |
|
| | | | North Carolina | 919-785-7143 | | |
|
| | | | California | 626-356-2072 | | |
|
| | | | Washington | 206-464-2663 | | |
|
| | | | Michigan | 248-655-4064 | | |
|
| | | | Georgia | 404-231-8005 | | |
|
| | | | California | 650-234-5988 | | |
|
| | | | Indiana | 773-263-7708 | | |
|
| | | | New York | 518-245-8122 | | |
|
| | | | Connecticut | 860-992-7014 | | |
|
| | | | Rhode Island | 401-292-5615 | | |
|
| | | | California | 714-455-0250 | | |
|
| | | | Washington | 206-316-0444 | | |
|
| | | | South Carolina | 843-225-4527 | | |
|
| | | | Pennsylvania | 215-723-4881 | | |
|
| | | | Florida | 855-755-4015 | | |
|
| | | | Pennsylvania | 302-521-0878 | | |
|
| | | | Texas | 713-658-1459 | | |
|
| | | | Michigan | 248-579-1163 | | |
|
| | | | California | 949-359-0034 | | |
|
| | | | California | 925-282-2266 | | |
|
| | | | California | 916-463-3231 | | |
|
| | | | Texas | 210-805-2805 | | |
|
| | | | California | 310-772-7061 | | |
|
| | | | Ohio | 614-561-5855 | | |
|
| | | | California | 626-993-9301 | | |
|
| | | | Texas | 512-370-0464 | | |
|
| | | | California | 530--24-4-71 | | |
|
| | | | California | 888-228-3491 | | |
|
| | | | Colorado | 857-272-9847 | | |
|
| | | | Texas | 214-803-8423 | | |
|
| | | | North Carolina | 919-319-7191 | | |
|
| | | | Florida | 727-462-2317 | | |
|
| | | | Pennsylvania | 215-659-2130 | | |
|
| | | | Florida | 813-258-7146 | | |
|
| | | | Massachusetts | 617-663-2171 | | |
|
| | | | California | 562-598-2200 | | |
|
| | | | Alabama | 205-326-9592 | | |
|
| | | | California | 626-304-1596 | | |
|
| | | | Christina Wright-Campbell |
| North Carolina | 336-721-3205 | | |
|
| | | | California | 510-638-6331 | | |
|
| | | | Chris First Name "Eugene" Ylo |
| Indiana | 219-250-2742 | | |
|
| | | | California | 858-997-8863 | | |
|
| | | | California | 415-955-3843 | | |
|
| | | | Michigan | 989-799-9580 | | |
|
| | | | Rhode Island | 401-292-5913 | | |
|
| | | | Minnesota | 651-298-1706 | | |
|
| | | | Colorado | 303-488-3621 | | |
|
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