Name | Company | City | Plan segments served |
| | | Mega plans (>$500m) | Large plans ($100m- $500m) | Mid-size plans ($10m-$100m) | Small and micro plans (<$10m) |
ALABAMA | | | | | | |
Forehand, Lee E. | Morgan Stanley Wealth Management | Dothan | | | X | X |
Owen, Paul W. | CAPTRUST | Birmingham | X | X | X | X |
Williams, Renn | JSL Retirement Services Group | Birmingham | | X | X | X |
| | | | | | |
ARIZONA | | | | | | |
Buckman, Perry | Buckman & Corning Financial Strategies Group | Scottsdale | | | X | X |
Corning, Nicole W. | Buckman & Corning Financial Strategies Group | Scottsdale | | | X | X |
DiGrazia, Michael | UBS Wealth Management | Phoenix | X | X | X | X |
Hacker, Christopher S. | The Hacker Group | Scottsdale | | | X | X |
Sobers, William | UBS Wealth Management | Phoenix | | | X | X |
| | | | | | |
ARKANSAS | | | | | | |
McDonald, Don R. | Merrill Lynch Wealth Management | Fort Smith | X | | | X |
Thorpe, James R. (Rob) | Qualified Plan Advisors | Little Rock | | X | X | X |
| | | | | | |
CALIFORNIA | | | | | | |
Balbuena, Rodney | SageView Advisory Group | Pasadena | | X | X | X |
Bonelli, Natasha | Merrill Lynch Wealth Management | Woodland Hills | | | X | X |
Bonvechio, Brian | Merrill Lynch Wealth Management | Los Angeles | | X | X | X |
Bryson, Trent D. | Bryson Wealth Management | Long Beach | | | X | X |
Chambers, Jon C. | SageView Advisory Group | Lafayette | X | X | X | X |
Chang, Kevin A. | Genovese Burford & Brothers | Sacramento | | | X | X |
Clark, John M. | Heffernan Retirement Services / LPL Financial | Walnut Creek | X | X | X | X |
Costantini, Luciano | Sequoia Consulting Group | San Mateo | X | X | X | X |
Costantini, Panfilo | Sequoia Consulting Group | San Mateo | | X | X | X |
Delp, Mark | Your Wealth Effect | Irvine | | | X | X |
Dufour, Damian J. | Reilly Financial Advisors | La Mesa | | X | X | X |
Farrell, Curtis S. | Financial Management Network | Mission Viejo | | | X | X |
Fourcade, Renee M. | UBS Wealth Management | Los Angeles | X | X | X | X |
Freismuth, Thom | HUB International | San Diego | | | X | X |
Gregory III, Paul N. | Merrill Lynch Wealth Management | Carmel | | X | X | X |
Handler, Gary | Raymond James & Associates | Beverly Hills | X | X | X | X |
Hocking, Steven | UBS Wealth Management | Irvine | | | X | X |
Hopkins, Emily H. | NFP | Aliso Viejo | | X | X | X |
Hoppock, Todd | NFP | Aliso Viejo | X | X | X | X |
Huaman, Andre | Three Bell Capital | Los Altos | | X | X | X |
Jeskey, Jason S. | GRP Financial California | San Clemente | X | X | X | |
Keck, Kristina | Woodruff Sawyer / LPL Financial | San Francisco | X | X | X | X |
Kjar, Steven P. | Lockton Investment Advisors | Campbell | X | X | X | X |
Knapp, Molly | Sequoia Consulting Group | San Mateo | | X | X | X |
Laughton, Mark | Quintes Financial Services | Salinas | | | X | X |
Learned, Vincent | NFP | Aliso Viejo | X | X | X | X |
Ma, Yuxia (Marlynn) | Merrill Lynch Wealth Management | Pasadena | | | X | X |
Mammini, Mike | Mammini Company | San Diego | X | X | X | X |
Matias, Lily Ann | NFP | Aliso Viejo | | X | X | X |
Palladino, John K. | 401(k) & 403(b) Fiduciary Advisors | San Mateo | | X | X | X |
Patrick, Jason Colin | Fiduciary Advisors | Newport Beach | | X | X | X |
Patton, Robert | SageView Advisory Group | Woodside | X | X | X | X |
Raney, Kris | Wells Fargo Advisors | El Segundo | | X | X | X |
Ray, Mark D. | Praxis Consulting | Sacramento | | X | X | X |
Roggenkamp, Marc | Graystone Consulting | Beverly Hills | X | X | X | X |
Sarna, Michele T. | Beacon Pointe Advisors | Palm Desert | | X | X | X |
Shea, Jill B. | NFP | Aliso Viejo | | X | X | X |
Shiflet, Walker | Merrill Lynch Wealth Management | Beverly Hills | X | X | X | X |
Spinner, Harlan | UBS Private Wealth Management | Los Angeles | X | X | X | X |
Stewart, Solomon | NFP | Aliso Viejo | X | X | X | X |
Stinson, Garrett | SageView Advisory Group | Irvine | X | X | X | X |
Stover, Ryan | Marsh & McLennan Agency | San Diego | X | X | X | X |
Stowell, Race | Merrill Lynch Wealth Management | Mill Valley | | X | X | X |
Tappin, Erik K. | Morgan Stanley Wealth Management | Carlsbad | X | X | X | X |
Thibault, Blake | Heffernan Retirement Services / LPL Financial | Walnut Creek | X | X | X | X |
Venuti, Christopher G. | Graystone Consulting | Westlake Village | X | X | X | X |
White, Nate | Teros Advisors, a OneDigital Company | Lafayette | | X | X | X |
| | | | | | |
COLORADO | | | | | | |
Andrew, Robert | Lockton Investment Advisors | Denver | X | X | X | X |
Gutrich, Mark M. | Fi401k Advisors | Greenwood Village | | | X | X |
Krusic, Tom A. | ABG Consultants | Denver | | | X | X |
Larsen, Chad J. | MRP, a division of HUB International | Denver | X | X | X | X |
Nemmers, Daniel J. | Lockton Investment Advisors | Denver | X | X | X | X |
Rosselle, James | RMB Capital | Denver | X | X | X | X |
Roth, Wayne H. | SageView Advisory Group | Louisville | | X | X | X |
Tonelli, Mark A. | Sheridan Road Financial, a division of HUB International | Denver | | X | X | X |
| | | | | | |
CONNECTICUT | | | | | | |
Angelone, Elizabeth | Merrill Lynch Wealth Management | Greenwich | | | X | X |
Baroncini, Jr., Edward A. | Excel Wealth Management / LPL Financial | Rocky Hill | | | X | X |
Berkman, Brett S. | Merrill Lynch Wealth Management | Greenwich | | | X | X |
Brown, Dennis M. | Merrill Lynch Wealth Management | Fairfield | X | X | X | X |
Callahan, Michael E. | Edu4Retirement / Cetera Advisors | Southington | | | X | X |
Foster, Christopher | Procyon Partners | Shelton | X | X | X | X |
Horton, Barnaby W. | Merrill Lynch Wealth Management | Hartford | | | X | X |
Juliano, Joseph M. | Merrill Lynch Wealth Management | Fairfield | | X | X | X |
Kral, Christopher J. | Merrill Lynch Wealth Management | Fairfield | | X | X | X |
Lasko, Matt | UBS Private Wealth Management | Stamford | X | X | X | X |
Leone, Gregory J. | Georgetown Financial Group / Cetera Advisor Networks | Georgetown | | X | X | X |
Levin, Michael | Gallagher | Windsor | | X | X | X |
Mendoza, Greg F. | UBS Wealth Management | Hartford | X | X | X | X |
Tuzza, Jr., Robert S. | Merrill Lynch Wealth Management | Fairfield | X | X | X | X |
| | | | | | |
DELAWARE | | | | | | |
Pressler, Eric C. | N1 Advisors | Newark | | X | X | X |
| | | | | | |
DISTRICT OF COLUMBIA | | | | | | |
Carter, Murray | Janney Montgomery Scott | Washington | | X | X | X |
Drew, Charles | Merrill Lynch Wealth Management | Washington | | | X | X |
Forrester, Mary Anne | Janney Montgomery Scott | Washington | | X | X | X |
| | | | | | |
FLORIDA | | | | | | |
Bailey, Eric W. | CAPTRUST | Tampa | X | X | X | |
Bastin, Thomas B. | NFP | Weston | | X | X | X |
Cammarata, Ross | UBS Wealth Management | Fort Lauderdale | | | X | X |
Casanueva, Dominic J. | Merrill Lynch Wealth Management | Lakewood Ranch | X | X | X | X |
DiGiacomo, Dan | CAPTRUST | Lake Mary | X | X | X | |
Elobt, Keola | West Point Business Group | Jacksonville | | X | X | X |
Erb, Jr., James L. | James L. Erb & Associates | Tampa | | | X | X |
Fine, Gregg L. | Lockton Investment Advisors | Pembroke Pines | X | X | X | X |
Garnett, Jr., Blanton | Garnett Retirement Group / LPL Financial | St. Petersburg | | | X | X |
Hayes, Jamie | NFP | Maitland | X | X | X | X |
Larsen, Bradley L. | NFP | Stuart | | X | X | X |
Letaw, Ronald A. | MRPA | Tampa | | X | X | X |
Machlin, Roger S. | Northwestern Mutual | Tampa | | | X | X |
Mehta, Manish | UBS Private Wealth Management | Orlando | | X | X | X |
Montgomery, David M. | Fidelis Fiduciary Management | Tampa | | X | X | X |
Montgomery, W. Michael | Montgomery Retirement Plan Advisors | Tampa | | X | X | X |
Orick, Sean A. | Retirement Partner Advisors | St. Petersburg | | | X | X |
Petrone, Jeffrey | SageView Advisory Group | West Palm Beach | X | X | X | X |
Senderowitz, Phillip N. | Strategic Retirement Partners | Maitland | | X | X | X |
Thagard, Steven M. | Northwestern Mutual | Orlando | | | X | X |
| | | | | | |
GEORGIA | | | | | | |
Brinson, Clay | Northwestern Mutual | Atlanta | X | X | X | X |
Galvis, Alvaro A. | Merrill Lynch Wealth Management | Alpharetta | | | X | X |
Gignilliat, Harris M. | UBS Wealth Management | Atlanta | | X | X | X |
Griffin, David | Atlanta Retirement Partners / LPL Financial | Atlanta | | X | X | X |
Hansen, Eric H. | Hartmann Astor Investment Consulting / LPL Financial | Suwanee | | X | X | X |
Harbour, Andrew | Graystone Consulting | Atlanta | | X | X | X |
Kane, Michael M. | Plan Sponsor Consultants / LPL Financial | Alpharetta | X | X | X | X |
Melcher, Evan B. | CAPTRUST | Alpharetta | X | X | X | X |
Pigg, Chad A. | Merrill Lynch Wealth Management | Atlanta | X | X | X | |
Sauerman, Jr., Richard C. | NFP | Atlanta | | X | X | X |
St.Clair, Jonathan | SageView Advisory Group | Atlanta | X | X | X | X |
| | | | | | |
HAWAII | | | | | | |
Lum, David W. | SageView Advisory Group | Honolulu | | X | X | X |
| | | | | | |
IDAHO | | | | | | |
Courtright, Patrick | The Campbell Courtright Group of Raymond James | Boise | | X | X | X |
| | | | | | |
ILLINOIS | | | | | | |
Backe, Nick | Backe Page Group | Crystal Lake | | | X | X |
Beer, Amalia (Molly) | Gallagher | Rolling Meadows | X | X | X | X |
Bjork, Sean C. | Bjork Asset Management / GRP Financial | Northbrook | | X | X | X |
Cordova, Richard | Assurance, a Marsh & McLennan Agency Company | Schaumburg | | X | X | X |
Coyner, Paul R. | UBS Wealth Management | Naperville | | X | X | X |
Embree, Paul | EMBREE FINANCIAL Group | Chicago | | | X | X |
Fiumara, L. Rita | UBS Wealth Management | Chicago | | X | X | X |
Froman, Jeffrey R. | Merrill Lynch Wealth Management | Deer Park | | X | X | X |
Gelb, Jordan M. | Merrill Lynch Wealth Management | Northbrook | | X | X | X |
Gottlieb, Benjamin | Merrill Lynch Wealth Management | Schaumburg | | X | X | X |
Morris, Douglas | Lockton Investment Advisors | Chicago | X | X | X | X |
Novak, Luke J. | Rothschild Investment Corporation | Chicago | | X | X | X |
O'Brien, Robert D. | Merrill Lynch Wealth Management | Chicago | | X | X | X |
O'Shaughnessy, Jim | Sheridan Road Financial, a division of HUB International | Northbrook | X | X | X | X |
Peluse, Daniel J. | Wintrust Retirement Benefits Advisors | Chicago | | X | X | X |
Ratay, Mark | Morgan Stanley Wealth Management | Lisle | X | | X | X |
Reagan, Chris | SageView Advisory Group | Chicago | X | X | X | |
Rutler, Fred | Lockton Investment Advisors | Chicago | | X | X | X |
Smith, Michael K. | Insight Financial Partners / LPL Financial | Crystal Lake | | | X | X |
Valeo, Sam | Morgan Stanley Wealth Management | Oak Brook | | X | X | X |
Williams, Charles P. | Finspire | Schaumburg | | X | X | X |
| | | | | | |
INDIANA | | | | | | |
Brunton, Eric | Merrill Lynch Wealth Management | Indianapolis | X | X | X | X |
Chillemi, Daniel P. | UBS Wealth Management | Indianapolis | | | X | X |
Denny, Andrew C. | Shepherd Financial | Carmel | | | X | X |
Drake, W. Brian | Northwestern Mutual | Greenwood | | | X | X |
Harbron, Brendon C. | UBS Wealth Management | Indianapolis | | | X | X |
Masterson, John | CAPTRUST | Chesterton | | | X | X |
Matis, Joseph M. | Morgan Stanley Wealth Management | Indianapolis | | X | X | X |
Mayer, Thomas L. | Shepherd Financial | Carmel | X | X | X | X |
Robison, James D. | Strategic Retirement Partners | Indianapolis | X | X | X | |
Stolle, Matt | Merrill Lynch Wealth Management | Indianapolis | | X | X | X |
Sylvester, Alex | Shepherd Financial | Carmel | | X | X | X |
Wylam, Steven M. | Shepherd Financial | Carmel | | X | X | X |
| | | | | | |
IOWA | | | | | | |
Gredys, Keith J. | Kidder Advisers | Clive | | | X | X |
Shimp, Andrew | CAPTRUST | West Des Moines | X | X | X | X |
| | | | | | |
KANSAS | | | | | | |
Lillis, Patrick W. | Retirement Plan Analytics | Leawood | | X | X | X |
Morris, Vincent | Bukaty Companies Financial Services, a OneDigital Company | Overland Park | X | X | X | X |
Pacer, David G. | Infinitas | Overland Park | X | X | X | X |
Recker, Don | Creative Planning | Overland Park | | X | X | X |
Rink, Ryan | Two West Advisors | Overland Park | | X | X | X |
Ungashick, Marko | Two West Advisors | Overland Park | | X | X | X |
| | | | | | |
KENTUCKY | | | | | | |
Backert, Tony | Baird | Louisville | | X | X | X |
Mercer, Jr., Charles (Todd) | Merrill Lynch Wealth Management | Louisville | | X | X | X |
| | | | | | |
LOUISIANA | | | | | | |
Bush, Andy | Horizon Financial Group / Cetera Advisors | Baton Rouge | | | X | X |
Dupré, Marcel J. | NFP | New Orleans | | X | X | X |
| | | | | | |
MAINE | | | | | | |
Breton, Jennifer L. | Lebel & Harriman | Falmouth | X | X | X | X |
Carew, Stephen J. | BGA Retirement Advisors | Lewiston | | | X | X |
Pratico, Michael S. | CAPTRUST | Falmouth | X | X | X | |
Walker, A.J. | Guidance Point Retirement Services | Portland | | X | X | X |
| | | | | | |
MARYLAND | | | | | | |
Assaley, Alexander G. | AFS 401(k) Retirement Services | Bethesda | | X | X | X |
Espinoza, Jessica | NFP | Bethesda | X | X | X | X |
Gimenez, Eduardo | Raffa Retirement Services / LPL Financial | Rockville | | | X | X |
Godfrey, Peter | Fiduciary Plan Advisors | Baltimore | | X | X | X |
Hoffman, Brett J. | The Insurance Exchange, a division of HUB International | Rockville | | X | X | X |
Kotler, Robert J.B. | RCM&D | Towson | | X | X | X |
LaGreca, Russell M. | Graystone Consulting | Baltimore | | X | X | X |
O'Connell, Michael V. | Merrill Lynch Wealth Management | Hunt Valley | | | X | X |
Stout, Jania | Fiduciary Plan Advisors | Baltimore | X | X | X | |
Ward, C. Russell | Harbor Investment Advisory | Lutherville | | X | X | X |
Wilson, Chad J. | Fiduciary Plan Advisors | Baltimore | | X | X | X |
| | | | | | |
MASSACHUSETTS | | | | | | |
Basse, Pam | NFP | Norwell | | X | X | X |
Bayliss, Andrew | Marsh & McLennan Agency | Boston | | X | X | X |
Ciovacco, Peter | Graystone Consulting | Middleton | X | X | X | |
Clayman, David M. | Twelve Points Retirement Advisors | Concord | | | X | X |
Cleary, Andrew C. | SFP Wealth | Wellesley | | | X | X |
Dimitriou, Steven | Mayflower Advisors | Boston | X | X | X | X |
Dulac, Noel | Retirement Fiduciary Group | Andover | | X | X | X |
Entwistle, Bert | Webster Bank / LPL Financial | Boston | | | X | X |
Federico, Francesca E. | Twelve Points Retirement Advisors | Concord | | X | X | X |
Forkey, Mark | SageView Advisory Group | Boston | X | X | X | X |
Foster, Mark M. | SageView Advisory Group | Boston | | X | X | X |
Hammond, Alfred | Graystone Consulting | Middleton | X | X | X | |
Hoffman, Thomas E. | KAF Financial Advisors | Braintree | | X | X | X |
Johnson, Douglas | Summit Financial, a division of HUB International | Wilmington | | X | X | X |
Karam, Stephen | Karam Financial Group / LPL Financial | Fall River | | X | X | X |
Karelitz, Jonathan B. | Morgan Stanley Wealth Management | Wellesley | | | X | X |
LeSage, Eric | Retirement Fiduciary Group | Andover | | X | X | X |
McGarry, Sean C. | Rockland Trust | Hanover | | X | X | X |
McLaughlin, Matthew | Graystone Consulting | Middleton | X | X | X | |
Navarro, Jason | New England Wealth Management | Danvers | | X | X | X |
Price, Jonathan | Morgan Stanley Wealth Management | Wellesley | | | X | X |
Rossano, Brian | Merrill Lynch Wealth Management | Beverly | X | X | X | X |
Traino, Jason M. | Morgan Stanley Wealth Management | Middleton | | X | X | X |
Tremblay, Neil | Coastal Capital Group / EBS Financial Advisors | Danvers | | X | X | X |
Tuxbury, Scott D. | Sapers & Wallack | Newton | | X | X | X |
Vacheron, Peter | IBG Financial Partners | Foxboro | | X | X | X |
Vierra, Jr., Roger F. | UBS Wealth Management | Rockland | X | X | X | X |
| | | | | | |
MICHIGAN | | | | | | |
Agbay, Anthony D. | The Agbay Group | Troy | | X | X | X |
Danek, Scott M. | Equanimity Wealth Management / Cetera Advisor Networks | East Lansing | | | X | X |
Fitzgerald, Jessica S. | Morgan Stanley Wealth Management | Rochester | | X | X | X |
Hammond, Kimberly Lynn | Merrill Lynch Wealth Management | Muskegon | | X | X | X |
Hau, Errol A. | CAPTRUST | Clarkston | X | X | X | X |
Horlings, Joseph | PearlStreet Investment Management of Stifel | Grand Rapids | X | X | X | X |
Howell, Brett | Merrill Lynch Wealth Management | Grand Rapids | | X | X | X |
Kersjes, Shawn | PearlStreet Investment Management of Stifel | Grand Rapids | X | X | X | X |
Kozemchak, Michael W. | Institutional Investment Consulting / LPL Financial | Bloomfield Hills | X | X | X | |
Lepore II, Mario A. | UBS Wealth Management | Birmingham | | | X | X |
Pinter, Brad | Stonebridge Financial Group | Grand Rapids | | X | X | X |
Pogodzinski, Casey | CAPTRUST | Clarkston | | X | X | X |
Wernette, Gerald J. | Rehmann Financial | Farmington Hills | X | X | X | X |
| | | | | | |
MINNESOTA | | | | | | |
Adams, James K. | Voya Financial Advisors | Bloomington | | | X | X |
Ballin, Jessica | 401k Plan Professionals / GRP Financial | Edina | | X | X | X |
Boutwell, Ryan | USI Consulting Group | Minnetonka | | X | X | X |
Connell, Joe | Sikich Financial | Maple Grove | X | X | X | X |
Coole, Ryan | Wheeler Associates | Duluth | | | X | X |
Dahlof, Ross | Christensen Group | Eden Prairie | | X | X | X |
Erpelding, Michael M. | Erpelding Wealth Management | Edina | | | X | X |
Gratton, Jeffrey | SageView Advisory Group | Wayzata | X | X | X | X |
Jacobs, David M. | Jacobs Financial | St. Cloud | | | X | X |
Milless, Mitch | Marsh & McLennan Agency | Minneapolis | | X | X | X |
| | | | | | |
NEBRASKA | | | | | | |
Behlen, Wade | WealthPLAN Partners - Feltz WealthPLAN | Omaha | | | X | X |
Fay, Patrick | SilverStone Asset Management, a HUB International company | Omaha | | X | X | X |
| | | | | | |
NEVADA | | | | | | |
Sarno, Freddie | Morgan Stanley Wealth Management | Las Vegas | X | X | X | X |
| | | | | | |
NEW HAMPSHIRE | | | | | | |
Cunha, Stephen M. | RetirementCFO | Hampton | | | X | X |
Pimental, Dan | Alignment Financial Group | Exeter | | | X | X |
Scott, Steven | RSG Advisory / GRP Financial | Portsmouth | | X | X | X |
| | | | | | |
NEW JERSEY | | | | | | |
Ablahani, Joseph C. | Capital Benefits | Fairfield | | | X | X |
Bojovski, Goran | Merrill Lynch Wealth Management | Iselin | X | X | X | X |
Dimino, Steve | RBC Wealth Management | Red Bank | | | X | X |
Goerner, Chad | UBS Wealth Management | Princeton | X | X | X | X |
Greenleaf, Jamie | Cafaro Greenleaf | Red Bank | X | X | X | X |
Gsell, Bruce | Merrill Lynch Wealth Management | Iselin | X | X | X | X |
Marchiano, Michael D. | Morgan Stanley Wealth Management | Morristown | | | X | X |
Marsh, Gregory J. | Bridgehaven Fiduciary Partners | Warren | | X | X | X |
Nydick, Harris | CFS Investment Advisory Services | Totowa | | | X | X |
Oliver, Stephen A. | Manhattan Ridge Advisors / First Allied Securities | Bedminster | | | X | X |
Pascazio, Anthony | Reedmark Advisors | Somerville | X | X | X | X |
Paumi, Damien | Nisivoccia Wealth Advisors | Mt. Arlington | | | X | X |
Puckett, Steven | Gateway Retirement Consulting | Westfield | | X | X | X |
Scorzafava, Todd | Eagle Rock Wealth Management | East Hanover | | X | X | X |
Sheppard, Brent | Cadence Financial Management | Marlton | | | X | X |
Simchowitz, Stuart M. | RMR Wealth Builders | Teaneck | | | X | X |
| | | | | | |
NEW MEXICO | | | | | | |
Famiglietta, Kelly | Charles Stephen and Company | Albuquerque | | | X | X |
| | | | | | |
NEW YORK | | | | | | |
Bogner, H. Steve | Treasury Partners | New York | | X | X | X |
Candella, Ted | Merrill Lynch Wealth Management | New York | | X | X | X |
Cunningham, Jr., John A. | Alliant Retirement Consulting / Cetera Advisor Networks | New York | | X | X | |
D'Aiutolo, Paul | UBS Wealth Management | Rochester | X | X | X | X |
Delaney, Barbara | SS/RBA | Pearl River | X | X | X | X |
Detterick, Jim | Graystone Consulting | New York | X | X | X | |
Gutkin, Todd | Morgan Stanley Wealth Management | New York | | X | X | X |
Hinderstein, David S. | Strategic Retirement Group, a OneDigital Company | White Plains | X | X | X | X |
Lander, Ellen R. | Renaissance Benefit Advisors Group | New York | | X | X | X |
Mahoney, Kevin | The Mahoney Group of Raymond James | West Nyack | | X | X | X |
O'Toole III, Michael J. | Merrill Lynch Wealth Management | Clifton Park | | X | X | X |
Paris, Michael R. | Paris International Corporation | Great Neck | | X | X | X |
Pastolove, Craig | Morgan Stanley Wealth Management | New York | | X | X | X |
Santucci, Thomas J. | Gateway Investments | Garden City | | X | X | X |
Scherzer, Robert | Pensionmark Financial Group | New York | | X | X | X |
Schwamb, Richard S. | Morgan Stanley Wealth Management | Jericho | | | X | X |
Smith, Eric W. | Morgan Stanley Wealth Management | Rochester | | | X | X |
Tevens, Todd M. | Lawley Retirement Advisors | Buffalo | | X | X | X |
Zaman, Aadil | Wall Street Alliance Group | New York | | | | X |
| | | | | | |
NORTH CAROLINA | | | | | | |
Anderson, Mikael | Merrill Lynch Wealth Management | Charlotte | X | X | X | X |
Eskamani, Shaun | CAPTRUST | Raleigh | X | X | X | X |
Jones, Todd L. | CAPTRUST | Raleigh | X | X | X | X |
Kelly, Kathleen | Compass Financial Partners / LPL Financial | Greensboro | X | X | X | X |
Keys, Wat | CAPTRUST | Raleigh | | X | X | X |
Marriott, Peter | NFP | Charlotte | | | X | X |
McDade, Ian | Merrill Lynch Wealth Management | Charlotte | | X | X | X |
Riggins, Randall E. | NFP | Charlotte | X | | X | X |
Schultheiss, Jonathon | Gate City Advisors | Greensboro | | X | X | X |
Shuford II, Gary E. | NFP | Charlotte | | X | X | X |
Simonson, Thomas | Lockton Investment Advisors | Charlotte | X | X | X | X |
Strickland, Jon E. | CAPTRUST | Raleigh | X | X | X | X |
Strodel, James W. | CAPTRUST | Charlotte | X | X | X | |
Thomas, Steven L. | Linden Thomas & Company | Charlotte | | | | X |
Timmerman, Todd E. | Retirement Plan Analytics | Charlotte | X | X | X | X |
| | | | | | |
OHIO | | | | | | |
Cox, Benjamin M. | PNC Institutional Asset Management | Cincinnati | | | X | X |
Duggan, Tony | Merrill Lynch Wealth Management | Cincinnati | X | X | X | X |
Gaertner, Daniel | UBS Wealth Management | Westlake | | X | X | X |
Gheen, Michael J. | Oswald Financial / GRP Financial | Cleveland | | X | X | X |
Handorf, Joel | Graystone Consulting | Cincinnati | | X | X | |
Kreinest, Christa | HAUSER Retirement Solutions | Cincinnati | | X | X | X |
Kulchar, David M. | Oswald Financial / GRP Financial | Cleveland | | X | X | X |
Rinehart, Ken | UBS Wealth Management | Cincinnati | | X | X | X |
Robertson, Thomas G. | Graystone Consulting | Columbus | X | X | X | |
Sprenkle, Chris | Merrill Lynch Wealth Management | Cincinnati | X | X | X | X |
Stacy, Ben | Merrill Lynch Wealth Management | Cincinnati | X | X | X | X |
Stibich, Jr., Paul R. | CAPTRUST | Akron | X | X | X | X |
Vordemesche, Chris | Graystone Consulting | Cincinnati | | X | X | X |
Wilt, Steve | CAPTRUST | Akron | X | X | X | X |
Wyatt, Thomas D. | Lifetime Financial Growth | Columbus | | | X | X |
| | | | | | |
OREGON | | | | | | |
Daley, Erik | Multnomah Group | Portland | X | X | X | |
Schlanger, Jed S. | The Commerce Company / Raymond James | Portland | | | X | X |
Ulmer, Joshua | Graystone Consulting | Portland | | X | X | X |
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PENNSYLVANIA | | | | | | |
Aguirre, Christian A. | Merrill Lynch Wealth Management | Doylestown | | X | X | X |
Catanella, Brian A. | UBS Wealth Management | Philadelphia | X | X | X | X |
Cross, Janel M. | Align Retirement Plan Advisors | Lancaster | | | X | X |
Dougherty, Timothy J. | Financial Guide | Horsham | | X | X | X |
Dugery, Andrew | Wealth Advisory Group | Berwyn | | | X | X |
Edwards, Jim | CAPTRUST | Allentown | X | X | X | |
Forcino, Geoffrey F. | Kathmere Capital Management | King of Prussia | | | X | X |
Golen, Zachary | Broad Street Financial | Bala Cynwyd | | X | X | X |
Hageney, James G. | Centurion, a Marsh & McLennan Agency Company | King of Prussia | X | X | X | X |
Halle, Daniel L. | P&A Group Retirement Plan Services | Pittsburgh | | X | X | X |
Kline, Jeffrey | Stonebridge Financial Group | Wormleysburg | | | X | X |
Kulick, Jr., Christopher D. | CAPTRUST | Doylestown | X | X | X | X |
Malz, Michael E. | Morgan Stanley Wealth Management | Allentown | | X | X | X |
Mashack-Behney, Tara L. | Conrad Siegel | Harrisburg | X | X | X | X |
Myers, Scott | Morgan Stanley Wealth Management | Blue Bell | | X | X | X |
Schaffer, Paul H. | CAPTRUST | Doylestown | X | X | X | X |
Wertheim, Scott | CAPTRUST | Doylestown | X | X | X | X |
Williams, Christopher C. | PNC Institutional Asset Management | Pittsburgh | | | X | X |
Wolfe, Noel J. | Morgan Stanley Wealth Management | Blue Bell | X | X | X | X |
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RHODE ISLAND | | | | | | |
Worrell, James L. | Strategic Retirement Partners | Providence | | X | X | X |
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TENNESSEE | | | | | | |
Colburn, Todd M. | Northwestern Mutual | Nashville | | | X | X |
Dickens, Brad S. | Janney Montgomery Scott | Franklin | X | X | X | X |
Glasgow, Steven W. | Janney Montgomery Scott | Franklin | X | X | X | X |
Grant, Walter | Aegis Retirement Group / LPL Financial | Memphis | | | X | X |
Kinney, Julie A. | Merrill Lynch Wealth Management | Memphis | | X | X | X |
Lyday, James A. | Pensionmark Financial Group | Brentwood | X | X | X | X |
Webster, Doug A. | SageView Advisory Group | Knoxville | X | X | X | X |
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TEXAS | | | | | | |
Able, Glenn | Lockton Investment Advisors | Dallas | X | X | X | X |
Bielik, Dennis | TCG Advisors | Austin | | X | X | X |
Bump, Lauren | Gallagher | Houston | X | X | X | X |
Calao, Joe | UBS Wealth Management | Waco | | | X | X |
Cervantes, Christopher D. | Merrill Lynch Wealth Management | Frisco | | | X | X |
Coelho, Michael A. | SageView Advisory Group | Austin | X | X | X | X |
Coughran, Joshua J. | Invest Titan | Fulshear | | | X | X |
Ellisor, Darrell W. | Peak Financial Group, a division of HUB International | Houston | | X | X | X |
Ellsworth, Stephen H. | Baird | Houston | | | X | X |
Jamail, Christopher | Trusted Capital Group (TCG) | Austin | | X | X | X |
Jerding, Mick | Merrill Lynch Wealth Management | Houston | | X | X | X |
Kading, Todd | LeafHouse Financial | Austin | X | X | X | X |
Kallus, Daniel J. | NFP | Houston | X | X | X | |
Kaylor-Flink, Allison | NFP | Austin | | X | X | X |
League, Stacy | PlanWise Retirement Strategies | Austin | | | X | X |
Livingston, John L. | NFP | Dallas | X | X | X | |
Locke, Ramona Z. | Merrill Lynch Wealth Management | Dallas | | | X | X |
Maresh, Michael | CAPTRUST | Austin | X | X | X | X |
Matustik, Debbie | Pensionmark Austin | Austin | | X | X | X |
Moore, Janine J. | Peak Financial Group, a division of HUB International | Houston | | X | X | X |
Netoskie, Neil C. | Keystone Retirement & Insurance Advisors / LPL Financial | Houston | | | X | X |
Nietenhoefer, Chris | Merrill Lynch Wealth Management | Fort Worth | | X | X | X |
O'Connor, Teresa | Voya Financial Advisors | The Woodlands | | | X | X |
Peterson, Jr., Donald P. | VisionPoint Advisory Group / LPL Financial | Dallas | X | X | X | X |
Pickett, John A. | CAPTRUST | Dallas | X | X | X | |
Pruitt, Kimberly | NFP | Austin | X | X | X | X |
Salyer III, W. Dean | Pensionmark Financial Group | Garden Ridge | | X | X | X |
Smith, Megan | UBS Private Wealth Management | Dallas | X | X | X | X |
Stack, Joe | Pensionmark Financial Group | Allen | | X | X | X |
Steves, Scott T. | Gallagher | Houston | X | X | X | X |
Stroope, Courtney | Lockton Investment Advisors | Dallas | X | X | X | X |
Test, David | Northwestern Mutual | Dallas | | | X | X |
Vaughan, Robert | UBS Wealth Management | The Woodlands | X | X | X | X |
Weaver, Neal | LeafHouse Financial | Austin | X | X | X | X |
Whitten, Travis | CAPTRUST | Dallas | X | X | X | X |
Zelop, Walter J. | Raymond James | Houston | | X | X | X |
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UTAH | | | | | | |
Anderson, Kim | Soltis Investment Advisors | St. George | X | X | X | X |
Dall, Corby | 401k Advisors Intermountain | Sandy | X | X | X | X |
Jensen, Wes | ABG Consultants | Midvale | | | X | X |
Moyes, James D. | RedStone Advisors, a Pensionmark Firm | Lehi | | X | X | X |
Solomon, Larry | ABG Consultants | Salt Lake City | | | X | X |
Welch, Kirk | MRP, a division of HUB International | Sandy | X | X | X | X |
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VERMONT | | | | | | |
Dubie, Christopher | Morgan Stanley Wealth Management | Colchester | | X | X | X |
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VIRGINIA | | | | | | |
Andraos, Khalil S. | Merrill Lynch Wealth Management | Reston | | | X | X |
Aylward, Michael G. | RBC Wealth Management | McLean | | X | X | X |
Bethel, Lee V. | Comprehensive Benefit Services / LPL Financial | Alexandria | | | X | X |
Broaddus, Scott | Irongate Capital Advisors | Richmond | | | X | X |
Clark, Colin M. | Washington Financial Group / LPL Financial | McLean | | | X | X |
DeNoyior, Joseph F. | Washington Financial Group / LPL Financial | McLean | | X | X | X |
Hoffer, J. Cory | Hermitage Wealth Management | Richmond | | | X | X |
Hope, Richard L. | Washington Financial Group / LPL Financial | McLean | | | X | X |
Keenan, John P. | Signature Estate & Investment Advisors | Tysons Corner | | | X | X |
Leonard, Tripp | Irongate Capital Advisors | Richmond | | | X | X |
Maulfair, Jim | AHT Retirement Services | Leesburg | X | X | X | X |
Rogers, Kenneth | CAPTRUST | Harrisonburg | | X | X | X |
Schmitt, Barry V. | CAPTRUST | Richmond | X | X | X | |
Shanahan, Ted | Blueprint Financial Group | Reston | | | X | X |
Shipley, Courtenay | Retirement Planology | Alexandria | | X | X | X |
Stanley, Craig M. | Summit Group of Virginia | Virginia Beach | | X | X | X |
Strange, Allan | Janney Montgomery Scott | Richmond | X | X | X | X |
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WASHINGTON | | | | | | |
Bosch, Jerry | RBC Wealth Management | Seattle | X | X | X | X |
Fisher, Nathan | Fisher Investments 401(k) Solutions | Camas | | | X | X |
Reinhart, Edward C. | Capital Advisors Wealth Management | Yakima | | | X | X |
Roland, Chad A. | PacNorth Retirement Group / LPL Financial | Spokane Valley | | X | X | X |
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WEST VIRGINIA | | | | | | |
Hill, Michael D. | Graystone Consulting | Charleston | | X | X | X |
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WISCONSIN | | | | | | |
Berry, Keith A. | M3 Financial | Wauwatosa | | X | X | X |
Driscoll, Michael | Sheridan Road Financial, a division of HUB International | Milwaukee | X | X | X | X |
Lanser, Bruce G. | UBS Wealth Management | Milwaukee | | X | X | X |
Parks, Thomas W. | Graystone Consulting | Milwaukee | X | X | X | X |
Powers, Tony | KerberRose Retirement Plan Services | Shawano | | | X | X |
Sherman, Scott | Gallagher | Brookfield | X | X | X | X |
Spaeth, Jerod T. | Spaeth Barrett Group | Milwaukee | | X | X | X |
Wisialowski, Tina | Morgan Stanley Wealth Management | Milwaukee | X | X | X | X |
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