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Following is a listing of planning professionals who have submitted their names to the Pension Planners Listing. They are listed in Zip Code order for ease in finding a planner near you.
If a name is underlined, that means there is a link to a page with more detailed information on that planner.
The Pension Planners Listing currently includes 266 planners in 42 states:
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Name Firm Zip State Email Phone
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T. Howe C. Woolfolk, Jr. Pension Administration and Trust 01938 MA howe@pata-pension.com (948) 356-0868
Robert Hunter Miller, Wachman LLP 02109 MA hlbmw@aol.com (617) 338-6800
Harold Langlois Hannah Consulting Group 02110 MA jennifer.schmidt@advest.com (617) 338-1133
Frederick N. Adams Adams Advisory Services 02114 MA fadams@shore.net (617) 367-1001
Charles R. Markham Markham & Company, Inc. 02169 MA markham@compuserve.com (617) 773-5511
Everett F. Wyner Brecher, Wyner & Simons, LLP 02194 MA efwlaw@mediaone.net (781) 444-6606
Scott Edward Thaxton LPL Financial Services 02451 MA sthaxton@mediaone.net (781) 788-4940
John R. Feeney, CFP Noble Financial Advisory, Inc 02537 MA jrfeeney@capecod.net (508) 888-4455
Timothy T. Traub Traub Financial Services 02653 MA timtraub@cape.com (508) 240-0848
John P. Shea, CEP Money Concepts Financial Planning 02740 MA jshea@moneyconcepts.com (508) 990-2301
Jack Murray Integrated Financial Services 02760 MA ezet07a@prodigy.com (508) 699-2860
Brett A. Walker Commonwealth Financial Network 03268 NH bwalker@mail.tds.net (603) 648-2899
Nicholas D. Harvey, Jr. Stebbins Bradley Wood & Harvey, PA 03755 NH nick.harvey@valley.net (603) 643-3737
Geoffrey D. Smith, CBP Downeast Benefits & Financial Plan 04032 ME smithgd@concentric.net (207) 865-1225
Timothy S. Frechette Innova Financial Services 04074 ME tim@innovafinancial.com (207) 885-5502x102
Daniel M. Boardman, CLU Associates in Financial Planning 05401 VT danb@hbfs.com (802) 863-5534
Thomas B. Higgins Creative Pension Concepts, Inc. 05641 VT cpcpension@aol.com (802) 229-3799
Henry C Weatherby Weatherby & Associates, PC 06002 CT hank50@primenet.com (860) 769-6938
Forrest Wright, CFP Mullaney, Keating & Wright 06032 CT forrestwright@prodigy.net (860) 677-0777
Herz Financial 06032 CT herz1@email.msn.com
Mark V. Briggs Mark V. Briggs, CPA, CFP 06033 CT mark.v.briggs@snet.net (860) 633-8988
Richard J. Vogler American Express Fin. Advisors 06108 CT rjvogler@snet.net (860) 236-6617x374
Ronald A. Sages Pyramid Asset & Wealth Mgmt, Inc. 06430 CT paw4mgmt@aol.com (800) 472-9646
Jonathan R. Lux American Express Financial Advisors06525 CT jonathan.r.lux@aexp.com (203) 387-1211x212
Lori R. Price, CFP Price Financial Group 06851 CT lprice@webquill.com (203) 840-8499
William J. Patchell, CFP American Express Financial Advisors06854 CT patchell@usa.net (203) 838-8859
Ray Rogers Distribution Strategies, Inc. 06878 CT dsi@bigfoot.com (203) 698-2895
Imran Rana US Financial Services 07004 NJ imranrana@worldnet.att.net (201) 525-1126
Thomas J. O'Connell Internat'l Fin. Advsry. Grp., Inc. 07046 NJ tjojr@aol.com (973) 316-6003
Anthony F. Vitiello, Esq.Connell, Foley & Geiser LLP 07068 NJ avitiello@cfglaw.com (973) 535-0500
Bruce D. Steiner Kleinberg, Kaplan, Wolff & Cohen 07666 NJ bsteiner@kkwc.com (201) 862-1080
Norman Broad CFP Norman Broad and Associates 07701 NJ nobroad@broadbenefits.com (732) 933-4610
Dirk Alexander Helish H.I.B. Planning & Benefits 07728 NJ dirk@hibplan.com (732) 780-2406
Andrew J. De Maio, Esq. De Maio & De Maio 07747 NJ andrew@demaio.com (732) 566-3131
Gary R. Botwinick, Esq. Einhorn, Harris, Ascher etal 07834 NJ einhorn@nac.net (974) 627-7300
Paul Archbold Clyne Eagan & Assoc., PA 07927 NJ cea@webspan.net (201) 993-9767
John M. Clyne, Jr. Clyne Eagan & Assoc., PA 07927 NJ cea@webspan.net (201) 993-9767
William T. Knox IV Bugen Stuart Korn & Cordaro, Inc. 07928 NJ bill@bskc.com (800) 475-0831
David Walter CPA/CFP Halberstadt Financial Consultants 08542 NJ dwalter200@erols.com (609) 921-0180
Lawrence J. Zeller Preferred Pension Planning 08805 NJ astronut@webex.net (908) 627-0022
George Bradley Automated Ins Concepts Agency, Inc.08823 NJ wbldr2000@aol.com (732) 422-9286x704
William Green William G. Green, CPA PC 10019 NY wg@wggpc.com (212) 554-4225
Eric J. Miller The Miller Consulting Group, Inc. 10022 NY ericm@concentric.net (212) 843-8888
Michael A. Kirsh Kirsh Financial Services 10022 NY (212) 843-4900
Bruce D. Steiner Kleinberg, Kaplan, Wolff & Cohen 10176 NY bsteiner@kkwc.com (212) 986-6000
Greg Giblin AAA Taxes Com., Inc. 10924 NY aaataxes@yahoo.com (570) 559-7358
William F. Greulich WFG Associates, Inc. 11001 NY wfg17@aol.com (516) 437-3000
Charles Sarowitz Sarowitz Grayman & Co. 11235 NY cs@sarowitzgraymancpa.com (718) 769-4497
Barry C. Picker Barrry C. Picker, CPA/PFS, CFP 11235 NY bpickercpa@cs.com (718) 934-4300
Seymour Goldberg Goldberg & Goldberg, P.C. 11530 NY (516) 222-0422
Lester H. Davidhoff Employers Planning Corp. 11530 NY pensionman@Prodigy.net (516) 745-0404
Bart Dorfman, LUTCF Oberlander Dorfman Inc. 11563 NY bartodi@aol.com (516) 887-7788x108
Ed Slott, CPA E. Slott & Company, CPAs 11570 NY slottcpa@aol.com (516) 536-8282
Scott L. Capone NRL Associates, Ltd. 11705 NY sshc1@netzero.net (516) 334-4900x235
Michael D. Kresh M.D. Kresh Fin. Services, Inc. 11788 NY mdkresh@mailcity.com (516) 951-9050
Helen K. White Helen K. White, CFP 12866 NY hkwprime@aol.com (518) 581-2900
Thomas J. Bader Retirement Income Services 13202 NY ris@future.dreamscape.com (315) 474-1707
Robert F. Baldwin, Jr. Baldwin & Sutphen, LLP 13202 NY rbaldwin@baslaw.com (315) 477-0100
Stewart M. McGough, Esq. Scolaro, Shulman, Cohen, etal 13202 NY smcgough@scolaro.com (315) 471-8111
Ben Sliwka Dermody, Burke & Brown, CPA, P.C. 13202 NY jbsliwka@aol.com (315) 471-9171
Jerome A. Lindberg Retirement Income Services Inc. 13202 NY jalclu@risbcg.com (315) 474-1707
Robert L. Miller, Jr. P&A Administrative Services, Inc. 14202 NY millerb@padmin.com (716) 852-2611
Thomas J. Hanlon Marine Midland Bank 14203 NY tjhanl@prodigy.net (716) 841-6759
James Olek M&T Investment Group 14203 NY jolek@mandtbank.com
Robert C. Monin Amherst Financial Services, Inc. 14221 NY bobmonin@hotmail.com (716) 632-9874
Michael A. Gallagher Benefits Management, Inc. 14450 NY mafg@netacc.net (716) 425-4333
Steven G. Schwartz Cortland L. Brovtiz & Co., CPAs 14604 NY steveclb@aol.com (716) 454-6996x3012
Edward A. Krisuk American Express Financial 16101 PA lkje60a@prodigy.com (412) 652-7556
Donald L. Smith MBA MSFP Provident Wealth Management 16507 PA pwm@velocity.net (814) 455-7523
Robert Clofine Robert Clofine Atty. at Law 17401 PA clofine@ptd.net (717) 843-6333
David G. Schott Independence Financial Associates 19004 PA d_schott@cwix.com (610) 771-1064
Garry J. Olson Garry J. Olson, Retirement Planning19087 PA garry_olson@msdw.com (800) 341-8477
B.L. Williams The Benes Group 19428 PA ub1w@aol.com (610) 941-0363
Jeffrey T. Getty Commonwealth Trust Co. 19806 DE ctc@comtrst.com (302) 658-7214
A. Christopher Sega Covington & Burling 20004 DC asega@cov.com
Joel Cohn Snyder, Cohn, Collyer etal 20814 MD joel@cpahelp.com (301) 652-6700
Ceil Hamilton Snyder, Cohn, Collyer etal 20814 MD ceil@cpahelp.com (301) 652-6700
Marc S. Schliefer, CFP Equity Planning Institute, Inc. 20814 MD marcs@equityplanning.com (301) 652-8702
Shelton Binstock Binstock & Torchinsky 20815 MD shelbin@erols.com (301) 657-5555
Thomas M. Stout, CFP Thomas Stout & Assoc. 20832 MD mdstout@erols.com (301) 774-4236
Allen Gorrelick Gorrelick, Tievy & Assoc., Inc. 20850 MD gtai@erols.com (301) 762-6600
H. Mark Bobotek Law Offices of H. Mark Bobotek, PC 21044 MD markbobo@erols.com (410) 964-9700
Peter F. Hibbard Columbia Benefits Consultants, Inc.21044 MD phibbard@columbiabenefits.com (443) 535-0560
Nancy A. daKay Nancy A. daKay & Associates 21140 MD nancydak@aol.com (301) 261-7401
Richard G. Wohltman Richard G. Wohltman, Attorney 22314 VA rgw@estateandtrust.com (703) 548-4990
Eric G. Burstock Eric G. Burstock, C.P.A.,PFS 22601 VA burstock@intelos.net (540) 722-3999
Clifton L. Brigham Clifton L. Brigham, CPA 23185 VA 102763.2071@compuserve.com (757) 259-0432
Thomas O. Johnson John S. Pugh & Assoc. 23451 VA tjohn913@aol.com (757) 491-1991
Joseph T. Buston, III., Joseph T. Buxton III, PC 23692 VA jbuxton@visi.net (757) 877-2248
Rick A. Huff, CPA Huff & Stuart 24551 VA huffra@earthlink.net (888) 316-9356
Bryan Yates, CFP Morgan Stanley Dean Witter 27103 NC bryan_yates@msdw.com (336) 727-8900
Lacy M. Walthall Family Business Consultants, Inc. 27587 NC lmw.familybiz@mindspring.com (919) 562-4900
Ed Newton Financial Network Investment Corp. 28209 NC ednewton@newtoninvest.com (704) 571-3909
Carl E. Rogers, Jr. The Teague Group 28209 NC rogers_carl@nlvmail.com (704) 554-6404
Gordon Grigg Empire Financial Group, Inc. 28217 NC gordon@empiregroup.com (704) 525-9709
Paul D. Knott, CPA Salomon Smith Barney 28403 NC pquick94@aol.com (910) 509-2200
Robert M. Kunes Evans, Carter, Kunes, & Bennett 29401 SC rkunes@charleston.net (803) 577-2300
R. Michael Munden Bellamy, Rutenburg, Copeland etal 29577 SC kyosahmunden@juno.com (803) 448-2400
Jill M. Williams Elliott, Davis & Company, LLP 29606 SC jwilliams@edcocpa.com (800) 503-4721
Michelle A. Myhre, CFP Lighthouse Investment Advisors 29925 SC lighthse@hargray.com (843) 341-0058
Michael J. Howell Michael J. Howell, Atty. 29928 SC howell706@aol.com (803) 785-7590
James C. Galloway, JR. Southbridge Financial 30040 GA jcgbridge@msn.com (678) 947-5564
James D. Spratt, Jr. Cashin, Morton & Mullins 30309 GA spratt@mindspring.com (404) 877-9216
John J. Smith Smith & Radigan, PC 30328 GA smith@smithandradigan.com (404) 255-1300
R.J. Matysiak RJM Financial Services 30338 GA rjmatysiak@aol.com (770) 399-4013
Mike Bleck Ronald Blue & Company 30342 GA mike.bleck@ronblue.com (404) 705-7000
Victoria J. Hoffman Law Offices of Victoria Hoffman, PC30350 GA lawlady@trustattorney.org (404) 231-0002
William F. Hammond Hull Towill Norman & Barrett, PC 30903 GA whammond@pop.mindspring.com (706) 722-4481
Donald E. Terry Moore Stephens Tiller LLC 31520 GA dterry@mstiller.com (912) 265-1750
Phil H. Alday Alday, Tillman, Wright & Giles, PC 31602 GA palday@atwg.com (912) 242-2233
Ed Gaw, CPA/PFS EdG, Inc. 32034 FL edginc@worldnet.att.net (904) 321-2648
William S. Hart, MBA, CFPRetirement Strategies, Inc. 32256 FL bill.hart@natplan.com (904) 730-3863
Steve O'Reilly, CFP First Union Capital Mgmt. Group 32501 FL steve.oreilly@firstunion.com (850) 469-4327
Stephen F. Foreman, CLU Fringe Benefit Plans, Inc. 32714 FL steve@fbplans.com (407) 862-5900
John C. Schrenker John C. Schrenker, CPA, CFP 32810 FL jack.cpa2@mailcity.com (407) 295-0319
Harold R. Talisman McGladrey & Pullen, LLP 33063 FL harold_talisman@rsmi.com (954) 462-6300
Kurt D. Zimmerman, Esq. Stein, Rosenberg & Winikoff, PA 33308 FL kzimmerman@msn.com (954) 772-5151
H. Noel Thomas H. Noel Thomas, CLU, ChFC, CFP 33774 FL moneyman@mindspring.com (727) 458-4468
Craig R. Hersch Sheppard Brett Stewart & Hersch PA 33908 FL hersch@sbshlaw.com (941) 334-1141
Arlene R. Foreman Foreman & Black 33919 FL (941) 433-4662
Ronald J. Walther, CPA Hill, Barth & King, Inc. 34103 FL rwalther@hbkcpa.com (941) 263-2111
Richard S. Franklin Myers, Krause & Steverns 34108 FL franklin@myerskrause.com (941) 598-1221
A. Brett Varnadore Varnadore Ins. & Investments Inc. 34203 FL iamvarn@aol.com (941) 727-5757
Ron A. Rhoades Ron A. Rhoades, PA 34442 FL rhoadesra@xtalwind.net (352) 746-1006
Brannan Chisolm Legg Mason Wood Walker 35209 AL bwchisolm@leggmason.com
Me Romero Legg Mason Wood Walker 35209 AL mcromero@leggmason.com
Jeffrey T. Elliott Martin, Martin, Randall & Assoc. 35216 AL mmramkt@aol.com (800) 366-7426
C. Reed Terry The Financial Service Group 35223 AL reedcfp@worldnet.att.net (205) 871-3939
Stephen B. Moore Financial Strategies Group 37064 TN fsgrp@aol.com (888) 591-4638
Dennis K. Lobach Tax-Free Planning & Trust 37343 TN dlobach@gateway.net (423) 877-6168
Patrick D. Crowley Morgan Keegan & Co., Inc. 38103 TN pat.crowley@morgankeegan.com (800) 366-7426x5447
Alan J. Ferguson Morgan Keegan & Co., Inc. 38103 TN alan.ferguson@morgankeegan.com(800) 366-7426x4336
June C. Kowalski Morgan Keegan & Co., Inc. 38103 TN june.kowalski@morgankeegan.com(800) 366-7426
John Ueleke Middle South Advisory Corp. 38120 TN middle@sl.geis.com (901) 758-9006
Robert Winfield Legacy Wealth Management 38120 TN middle@sl.geis.com (901) 758-9006
John Windsor GreatDay, LLC 38124 TN greatday@bellsouth.net (901) 454-0999
Jeremy D. Browning Browning & Cooper Asset Mgmt 38305 TN jbrowning@jaxn.com (888) 668-0032
Robert H. Bradford, RIA Centerpoint Advantage 39205 MS rhbradford@pba-centerpoint.com(601) 969-3456
Paul A. Rossie, CRSP Martin, Martin, Randall & Assoc. 39208 MS mmramkt@aol.com (800) 366-7426
Michael Grabhorn, ChFCFP Capital Resources Corporation 40222 KY mdgrabhorn@aol.com (502) 327-7667
Craig Kilhefner Associated Management Systems, Inc.41091 KY amscrk@aol.com
Brian T. MIlls, CFP Linsco/Private Ledger 43026 OH millsplan@aol.com (614) 334-7526
Mike Moser Reynolds, Farmer & warner 43215 OH mmoser@rfwbizzsolutions.com (614) 222-4090
Brian T. Hoffman Prestwick Legal Services 43220 OH (614) 459-6919
Chris Cooper, CFP, EA Chris Cooper & Company, Inc. 43614 OH chrisc@accesstoledo.com (419) 868-8000
David G. Weibel Kadish, Hinkel & Weibel 44114 OH dgweibel@msn.com (216) 696-3030
Debbe A. Levin, Esq. Schwartz, Manes & Ruby 45202 OH smrfirm@springmail.com (513) 579-1414
Michael J. Chasnoff ACS Pension Consultants 45236 OH mike@ACSadvisors.com (513) 792-6648
David A. Foster Foster & Motley, Inc. 45242 OH 75104.325@compuserve.com (513) 792-6640
Matthew A. Yerkes, CPA Matthew A. Yerkes, CPA & Assoc. 45255 OH myerkes504@aol.com (513) 528-8270
Mark S. Feuer Chernesky, Heyman & Kress, PLL 45401 OH msfeuer@sprynet.com (937) 449-2819
Terry E. Dupont, CFS Heritage Advisory Group 46240 IN notax2u@yahoo.com (800) 365-5090
James D. Kemper Ice, Miller, Donadio & Ryan 46282 IN kemper@imdr.com (317) 236-2293
Ashok Sanghavi, CPA Ashok Sanghavi, CPA 46514 IN asanghavi@aol.com (219) 266-1807
Marion (Bud) E. Shore Shore & Co., PC 47362 IN mes@shoreco.com (765) 521-4541
T. Taylor Payne Payne Financial Advisors 47714 IN ttpayne@paynefinancial.com (812) 477-6221
Randy Redley Randy Redley & Assoc. 48037 MI redaries@webtv.net (248) 352-1753
David B. Walters Cox, Hodgman & Giarmarco 48098 MI dwalters1@compuserve.com (810) 740-4932
Neil Loney, CPA Rogow & Loney P.C. 48108 MI nloney@aol.com (313) 741-0400
Ronald Hornung, CLU ChFC Freedom Financial Strategies 48642 MI freedom@voyager.net (517) 496-0330
Kathleen A. Casper, CPA 49002 MI kathy@net-link.net (616) 384-6629
Paul B. Dugan Pension Benefit Designers, Inc. 49017 MI pbd@voyager.net (616) 962-4994
Thomas J. Houser, J.D. Beving, Swanson & Forrest, P.C. 50309 IA bsf@ins.net (515) 237-1187
John S. Beh John S. Beh & Associates 50312 IA beh.john@principal.com (515) 246-4027
John G. Simmons, Esq. Attorney at Law 50577 IA jgsimmon@cyberhighway.net (208) 528-9901
Dick George McGladrey & Pullen, LLP 52401 IA dick_george@rsmi.com (319) 298-5256
Bernie Fula Bernard T. Fula, CPA 53213 WI btf_cpa@execpc.com (414) 256-3800
Robert S. Keebler Schumaker, Romenesko & Assoc. 54304 WI sr-a@sr-a.com (414) 498-9500
Mark Smith Schumaker, Romenesko & Assoc. 54307 WI (920) 490-5607
Paul Parish Schumaker, Romenesko & Assoc. 54307 WI (920) 490-5607
Joseph A. Bielinski Menn Law Firm 54911 WI menn@execpc.com (414) 731-6631
Andy Herrling Herrling, Fisk & Co., Ltd. 54914 WI aherrling@aol.com (414) 730-4511
Michael J. Jones Michael J. Jones, CPA, Inc. 55416 MN mjbythesea@aol.com (612) 924-6075
Jerry B. Wade Wade Financial Group, Inc. 55416 MN jwade@retire-smart.com (800) 797-9577
Michael Helffrich, CFP PFP Advisors, Inc. 55418 MN pfpmichael@juno.com (612) 789-9671
Rodney A. (Rod) Kjersten 56751 MN rodk@mean.net (218) 463-3369
George A. Calcut George Calcut & Associates 59701 MT gcalcut@in-tch.com (406) 782-0448
Roger L. Wohlner, MBA Wohlner Financial Advisors 60004 IL 103673.3076@compuserve.com (847) 506-9827
Benton C. Strauss Strauss & Malk 60015 IL strausmalk@aol.com (847) 374-8800
Jerry Horowitz Horowitz & Associates,Inc. 60062 IL gah@tri-horowitz.com (800) 882-1208
Daniel Fischer Daniel Fisher & Associates 60062 IL danfis@prodigy.net (847) 205-9300
Roger A. Olson Olson Financial Services 60089 IL roger.olson@olson-financial.co(847) 419-0017
Laurence A. Hansen, Esq. Lord, Bissell & Brook 60603 IL lhansen@lordbissell.com (312) 443-0456
Derek McSherry McSherry & Associates, LLC 60603 IL mcsherry@elknet.net (312) 673-7481
Eileen B. Toast Sonnenschein, Nath & Rosenthal 60606 IL ebt@sonnenschein.com (312) 876-8149
Mary-Ann Wilson Schwartz & Freeman 60611 IL 104705.1270@compuserve.com (312) 222-6623
Gregory P. Turza Law Offices of Gregory P. Turza 60614 IL gturza@ebs.net (773) 227-9100
Tammy Cook KPMG 60647 IL tammycook@kpmg.com (312) 665-3557
Bill O' Malley McGladrey & Pullen, LLP 61602 IL bill_o'malley@rsmi.com (309) 671-8700
Jim Bodtke, CPA, CEBS Bodtke & Stewart CPAs 61615 IL jbodtke@iaonline.com (309) 691-7414
Bob Gordon, CFP, M.S. Robert Gordon & Associates, Inc 62704 IL rga@rga-advisors.com (217) 698-4844
Simon R. Encarnacion Independent 63141 MO jcenc@earthlink.net (314) 514-0721
Bryan England Sundvold Capital Management 65203 MO bengland@sundvold.com (573) 886-8925
Troy L. Lorenz Troy L. Lorenz, JD, CPA, CLU 66211 KS loeb-lor@concentric.net (800) 874-3522
Daryl Craft The Guardian Trust Co. 66604 KS security@gtrust.com (785) 273-9993
Mike Morris, CLU, ChFC Retirement Plan Management, Inc. 66604 KS mmorris@retirementplanmgmt.com(800) 999-1781x218
Thomas J. Granger, CPC Security Benefit Group of Companies66636 KS tom.granger@securitybenefit.co(785) 431-3397
Nick R. Taylor Fitzgerald, Schorr, Barmettler 68124 NE (402) 342-1000
Shellie Jacobson, CPA Kushner, LaGraize, LLP 70002 LA shellie@kl-cpa.com (504) 838-9991
Ken G. Secemski Deloitte & Touche, LLP 70754 LA ksecemski@dttus.com (201) 683-7227
Steven A. Henderson Steven A. Henderson, CPA/PFS, CFP 74146 OK sahcpacfp@mindspring.com (918) 665-0001
David Dobyns DW Dobyns LUTC 74873 OK dwdobyns@aol.com (405) 598-5684
Tilden L. Sowdon Tilden L. Sowdon, LUTCF 75230 TX tilsname@msn.com (972) 404-8308
Hunter Nibert Travis, Wolff & Co., LLP 75240 TX hunter@traviswolff.com (972) 661-1843x276
Gabe Chambers Merrill Lynch 75240 TX gabe_chambers@ml.com (972) 980-8682
Carol Cantrell Cantrell & Company 77019 TX canway@swbell.net (713) 520-9100
Randy Redley Randy Redley & Associates 77027 TX redaeries@webtv.net (713) 961-4724
Loyd Stegent, CPA/PFS Stegent Equity Advisors, Inc. 77046 TX loyd@stegentequity.com (713) 621-5693
Christopher Gonzales Salomon Smith Barney 77056 TX cgcg@entech.com (713) 499-3035
Eli B. Combs The Combs Group 78718 TX combsgroup@juno.com (800) 278-0857
Jeff Sutterfield Applied Financial Concepts 80126 CO sutterfield@mail.com (303) 510-8590
Marcia Chadwick Holt Davis, Graham & Stubbs, LLP 80202 CO marcia.holt@dgslaw.com (303) 892-7320
Mark L. Kornblau, CFP Financial Design & Management, Inc.80524 CO markk.fdandm@cwix.com (970) 490-2033
James L. Watt, CPA/PFS Fee-Only Financial Planning 80525 CO jimwatt100@compuserve.com (970) 225-1440
Steve Rodemer, CIMA Smith Barney 80903 CO (719) 577-6360
Michael C. Johnson Michael C. Johnson 84047 UT michael.c.johnson@aexp.com
Jack McManemin Spectra Management Group 84107 UT jackmcm@unidial.com (801) 268-2878
Kurt R. Horn The Insight Group 84117 UT kurth@utah-inter.net (801) 268-4411
Jack Outhier The Householder Group 85012 AZ jouthier@uswest.net (602) 604-0600
Brian D. Hartstein Economic Interests, Inc. 85014 AZ brianh@inficad.com (602) 279-4994
A. Wayne Harris AmeriPlan Benefits 85022 AZ thewayne@aol.com (602) 866-3367
Charles Davis Davis, Gillette, PC 85210 AZ 71554.1624@compuserve.com (602) 844-0039
Marie Maxwell Finaical and Estate Planning Int'l 85251 AZ marie.maxwell@lpl.com
Jeffrey C. Gast Vantage Financial Services 85253 AZ gastj@aol.com (800) 991-6695
Kent Maerki Vantage Financial Services 85253 AZ kentmaerki@mindspring.com (602) 991-6711
Ray Martin Financial Directions LLC 85719 AZ findiraz@worldnet.att.net (520) 408-7777
Mark Yandric Sunpoint Securities 89146 NV (702) 889-8819
Gary H. Edelstone, Esq. Surpin, Mayersohn & Edelstone 90067 CA edelstone@compuserve.com (310) 552-1808
Brent W. Kessel, CFP Abacus Wealth Management, Inc. 90401 CA brent@abacuswealth.com (310) 899-1080
Scott Salisbury, CPC Actuarial Benefits Co. 90505 CA scott@actben.com (310) 530-0102x222
James R. Howe Windes & McClaughry Emp. Benefit 90802 CA jhowe15128@aol.com (562) 435-1191
Pete Cepeda 90810 CA cepe@flash.net (562) 427-0376
Art Hovanissian 91208 CA nekhov@aol.com
Bing S. Newton Calif. Personal Insurance Services 91356 CA bsn9dots@aol.com (888) 367-2464
Charles W. Hayes, CPA Hayes & Associates 92118 CA chayes@hayescpa.com (619) 435-4195
Cory C.Grant Westhem, Grant & Weissman 92130 CA ccg92014@aol.com (800) 423-4890
Mark V. Kenny Keller, Coad & Collins 92612 CA mkenny@aol.com (949) 476-0300
Robert J. Greenberg, CFP Financial Network Investment Corp. 92626 CA bgreen@jps.net (714) 432-6327
David H. Gardner, Esq. Gardner & Quan, Inc. 92660 CA gqtaxlaw@earthlink.net (714) 851-9025
Valerie Sterzenbach Jefferson Pilot Securities Corp 92660 CA gvsterz@postoffice.pacbell.net(800) 772-6867
Lee Bobrowske Lee D. Bobrowske, CFP, CPA/PFS 93030 CA ldbcpa@ldbcpa.com (805) 278-9772
John Morrisset Damitz, Brooks, Nightingale, etal 93101 CA jmorrisset@dbntm.com (805) 963-1837
Anthony P. Carion Smith, Lange & Phillips 94105 CA tony@slpcpa.com (415) 243-8833
Robert S. Semple R.S. Semple Capital Management 94303 CA bobsemple@aol.com (650) 493-4240
Mary Kay Foss, CPA Marzluft, Giles, Tulis & Foss 94526 CA mgtf4cpa@aol.com (925) 838-9640
Errold Moody EF Moody 94577 CA efm@efmoody.com (510) 352-4127
George H. Coughlin II 94596 CA george@iraplanning.com (925) 938-9694
Larry Weiss GSL Advisory 94596 CA larryw@gsladvisory.com (800) 888-3638
Larry R. Frank Sr., MBA, Better Financial Education 95661 CA lfranksr@pacbell.net (916) 773-3509
Leon F. Sherman Financial Priorities Group 95815 CA ashraf1@jps.net (916) 641-2744
Carlton K. Gushiken Imai & Associates 96813 HI cgush@pixi.com (808) 593-2538
Frank Hong Financial Estates Corporation 96813 HI fhong@metro.net (808) 526-6231
Larry H. Goto Financial Management Services 96814 HI lgoto@aloha.net (808) 955-8887
Kathleen Smith Retirement Benefit Specialists 96830 HI rtire401k@aol.com (808) 596-2194
Kathleen Kee Perkins Financial Planning 97204 OR kkee@perkinsfp.com (503) 221-7535
Russell D. Francis Russell D. Francis, CFP, EA 97222 OR rfrancis@clackatax.com (503) 785-1457
Dean Huber Kernutt Stokes Brandt & Co. LLP 97401 OR info@ksbc.com (541) 687-1170
Stephan King Moss Adams LLP 97401 OR www.mossadams.com (541) 686-1040
Richard Y. LeMaster Karr Tuttle Campbell 98001 WA rlemasterktc@attmail.com (206) 223-1313
James K. Treadwell Karr Tuttle Campbell 98001 WA jtreadwell@attmail.com (206) 223-1313
Charles Brighton Deloitte and Touche LLP 98104 WA cbrighton@dttus.com (206) 233-3253
Jodi Frost, Atty. Anderson Law Group, PLLC 98188 WA jfrost@alglaw.com (800) 706-4741
Gregory Boots Anderson Law Group, PLLC 98188 WA gboots@alglaw.com (800) 706-4741
Annette M. Borell Anderson Law Group, PLLC 98188 WA aborell@alglaw.com (800) 706-4741
Kathleen Cotton Cotton Financial Advisors 98203 WA kcotton@cottonfinancial.com (425) 672-6050
Scott E. Woelfle, CPA Thompson & Kreitzberg, PLLC, CPAs 99362 WA scott@tkcpa.com (509) 529-0941
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