1
Active CE Sponsors (as of October 1, 2018)
CFP Board Quality Partners A Center for Continuing Education Kaplan Financial Education
Advisors4Advisors Kitces.com
Ameriprise Financial Services, Inc Medicare Rights Center
Beacon Hill Financial Educators NAPFA
Candura Group LLC National Regulatory Services
College Affordability Quest Continuing Education Solutions
College for Financial Planning RegEd
FA-IQ’s Think Tank The American College
FPA - Financial Planning Association WebCE, Inc.
Investments & Wealth Institute™ Wells Fargo Advisors
International Retirement Resource Center
CFP Board Approved Ethics Providers A Center for Continuing Education FPA - Western New York Chapter
A Professional Training Services Company GuideStone Financial Resources
AdvisorNet Financial, Inc. InSight Law, PLLC
Advisors4Advisors InsuranceStudy
Affordable-Success-FirstChoice-ClienTell Kansas State University Personal Financial Planning Program
Beacon Hill Financial Educators Kaplan Financial Education
Blue Ocean Global Wealth Lincoln National Life Insurance Co./CT
Brett Danko, LLC LPL Financial Services
Broker Educational Sales & Training, Inc. National Regulatory Services
Cal-State Exams, Inc. North Texas Chapter, National Committee on Planned Giving
Candura Group LLC Northern Trust Company - PFS
Cape School, Inc. Quest Continuing Education Solutions
College for Financial Planning Raymond James Consulting Services
D.M. Wealth Management, Inc. RegEd
Dalton Education Sandi Kruise Insurance Training
fi360, Inc. Sea Change Financial Education, LLC
Financial Planning Institute, LLC Society of Financial Service Professionals - Eastern Iowa Chapter
First Affirmative Financial Network Society of Financial Service Professionals - National Capital Chapter
2
FPA - Charlotte Chapter Society of Financial Service Professionals - Rochester, NY
FPA - Eastern Iowa Society of Financial Service Professionals - South Jersey Chapter
FPA - Financial Planning Association Society of Financial Service Professionals - Southwest Michigan Chapter
FPA - Greater Phoenix Chapter The American College
FPA - Minnesota Chapter WebCE, Inc.
FPA - Southwestern Ohio Zahn Associates Inc.
CFP Board General CE Providers 1st ASAP Continuing Education Hellmuth & Johnson, PLLC
1st Global Herman Agency, Inc.
3D Asset Management Hewins Financial Advisors, LLC
65 Incorporated (DBA i65) Hickmon & Perrin, PC
A Center for Continuing Education Hicks Higuchi Corporation dba Hicks Pension Services
A Professional Training Services Company HiddenLevers
A.D. Banker & Company HighTower Advisors, LLC
AAII - Headquarters Hines Securities Inc.
Abacus Planning Group, Inc. Hodgson Russ LLP
Abacus Wealth Partners HoganWillig Attorneys at Law
Academy of Financial Services Homrich Berg
Accountants Education Services/CPE4U Colorado Honkamp Krueger & Co, P.C.
Accredited Investors, Inc Honkamp Krueger Financial Services, Inc.
Adelante Capital Management Hooper Law Office
ADISA - Alternative and Direct Investments Securities Association Hope Haven, Inc.
Advisor Group HopeWest
Advisor Perspectives Horizon Investments, LLC
AdvisorNet Financial, Inc. Horsesmouth
Advisors Asset Management Houston Business and Estate Planning Council
Advisors4Advisors Houston Estate & Financial Forum
AdvisorServe HUB International Northeast
Advocate Charitable Foundation Hutchinson Community Foundation
Affordable-Success-FirstChoice-ClienTell ICON Advisers, Inc.
3
AgingInvestor.com Illinois Certified Public Accountant Society
Agostino & Associates Illinois Institute for Continuing Legal Education
AI Insight IMC COLLEGE
AICPA Impax Asset Management LLC
AIG Capital Services In Marriage QDRO
Akron Tax & Estate Planning Council Independent Actuaries, Inc.
All Children's Hospital Foundation Indiana CPA Society
Allegany College of Maryland Information Management Network
Allegheny Financial Group Inland Empire Estate Planning Seminar, Inc.
Allen & Company of Florida, Inc. Inside ETFs
Alliance of Comprehensive Planners, Inc. Insider's Forum, LLC
AllianceBernstein Investments, Inc InSight Law, PLLC
Allianz Life Financial Services, LLC Institute for Divorce Financial Analysts
Allstate Institute for Preparing Heirs
AlphaCore Capital Institute of Business and Finance
Alphalytics Research LLC Institute of Continuing Legal Education in Georgia
ALPS Institutional Investor
Altegris Investments InsuranceStudy
Altfest Personal Wealth Management Insured Retirement Institute
Ambler Keenan Mitchell Johnson Intac Actuarial Services, Inc.
American Academy of Attorney - CPAs Integrated Insurance Consulting LLC
American Academy of Estate Planning Attorneys - California Integrated Retirement Initiatives
American Advisors Group INTERCONTINENTAL CAPITAL GROUP
American Bankers Association Internal Revenue Service
American Beacon Advisors, Inc. International Association of Advisors in Philanthropy
American Century Investments International Foundation for Retirement Education
American Council on Gift Annuities International Foundation of Employee Benefit Plans
American Endowment Foundation International Productivity Systems
American Funds Distributors, Inc Intuition Publishing Ltd.
American General Life Insurance Company Invesco
American Institute of Certified College Financial Consultants, LLC Investment Advisor Group
American Lebanese Syrian Associated Charities Investment Advisors Asset Management
4
American Pacific Reverse Mortgage Group Investment Banking Institute
American Red Cross Investment Property Exchange Services, Inc. (IPX 1031)
American United Life Insurance Company InvestmentNews
Ameriprise Financial Services, Inc Investments & Wealth Institute
AMG Funds Investopedia
Ann & Robert H. Lurie Children's Hospital of Chicago Foundation Iowa State University Foundation
Aptus Capital Advisors Iowa Trust Association
AQR CAPITAL IREIC/ISC
AQR Capital - ASG ITM TwentyFirst
Archdiocese of Chicago and Catholic Charities of Chicago Jack Broyles and Associates
Archdiocese of Miami Development Corporation Jackson National Life Insurance
Argus Research Company Janney Montgomery Scott LLC
Arizona Society of CPAs Janus Capital Group
Arkansas Children's Hospital Foundation, Inc. Jefferson National Financial
Ascendant Compliance Management Jenerations Health Education, Inc.
Ascensus, Inc. Jennings Advisory Group, LLC dba: TaxSpeaker
Ash Brokerage, LLC Jewish Community Federation - San Francisco, the Peninsula, Marin and Sonoma Counties
Ashar Group LLC Jewish Community Foundation - Broward County
Aspen Partners, Ltd Jewish Community Foundation - Dallas
Aspiriant Jewish Community Foundation - San Diego
ASPPA Jewish Community Foundation of Greater MetroWest NJ
ASPPA Benefits Council of Greater Philadelphia Jewish Federation - Greater Atlanta
Asset International, Inc. Jewish Federation - Greater Philadelphia
Asset TV Jewish Federation - Metropolitan Chicago
AssetMark, Inc Jewish Federation - Omaha Foundation
Association for Financial Counseling & Planning Education Jewish Federation of Cleveland
Association of African American Financial Advisors Jewish Federation of Greater Dallas
5
Association of Certified College Funding Specialists Jewish Federation of Greater Rochester
Association of Divorce Financial Planners Jewish Federation of South Palm Beach County
Association of Professional Investment Consultants Jewish Federations - North America
ATAC Funds / Pension Partners JMG Financial Group, LTD.
Atlanta Chapter Society FSP Jody Bruns, CDLP, CMMU
Atlanta Society of Finance and Investment Professionals
Joe Lowrance d/b/a Mindfulness-Based Financial Wellness
Atlantic Financial Group John Hancock Academy
Austin CPA Chapter CPE Foundation John Hancock Mutual Life Insurance Company
Ave Maria School of Law John Wiley & Sons
AXA Advisors, LLC Johnson, Gasink & Baxter, LLP
AXA Equitable Life Insurance Company JoycePayne Partners
Ayco Company Just Invest LLC
Ayres Tax Seminars JV Events Group
Bachrach & Associates, Inc Kaiser Law Group
Back to Basics Income Tax Seminars Kansas State University - Cooperative Extension Service
Baker Donelson Kansas State University Personal Financial Planning Program
Baldwin Haspel Burke & Mayer, LLC Kaplan Financial Education
Ball State University Foundation Kaplin Stewart Meloff Reiter & Stein, P.C.
Ballentine Partners, LLC Karp Loshak Long Term Care Insurance Solutions Brokerage
BAM Advisor Services LLC KBS Capital Markets Group
Bank of America - Private Bank Keeley Teton Advisors
Barron's Magazine KeyBank National Association
Bartholomew & Wasznicky, LLP Kingdom Advisors
Basics & Beyond, Inc. Kitces.com
Baylor Scott & White - Central Texas Foundation Knighton & Stone, PLLC
BDO USA, LLP Knox McLaughlin Gornall & Sennett, P.C.
Beacon Hill Financial Educators Kovitz Investment Group Partners, LLC
Beard St. Clair Gaffney McNamara Calder PA KraneShares
Bedrock Business Results, LLC Kravitz, Inc.
Bellomo & Associates, LLC Ladenburg Thalmann/SAI
6
Bershire Settlements, Inc. Laird Norton Wealth Management
Bessemer Trust Lancaster County Community Foundation
Beta Educational Services, LLC Land Grant University Tax Education Foundation, Inc.
Bingham, Osborn & Scarborough, LLC Lassus Wherley
Bixler/Moore LLC Law Office of Mark C. Metzger
BKD LLP Law Office of Steven R. Owens, PC
Black Creek Group Law Offices of Steve Weisman
BlackRock Lawyers with Purpose
Blazek & Gregg, PC, LLO Layman, D'Atri and Associates, LLC
Blue Ocean Global Wealth Legacy Health
Blue Williams, L.L.P. Legacy Philanthropy Group
Bluerock Capital Markets, LLC Legg Mason Investor Services, LLC
BMO Financial Group Life Insurance Settlement Center for Education
BMO Investment Distributors, LLC Life Matters Media
BNY Mellon Wealth Management Lincoln Investment LLC.
BOK Financial Lincoln National Life Insurance Co./CT
BOX Options Exchange Linscomb & Williams
Boys & Girls Club of Springfield Lisa Bauer
BPAS Little Harbor Advisors, LLC
BPU Investment Management, Inc. LoCorr Funds
Brach Eichler LLC Lommen Abdo, P.A.
Bradford Tax Institute Lord Abbett
Branch Banking & Trust Company Loring Ward Advisor Services, a division of LWI Financial Inc.
Brett Danko, LLC Lorman Education Services
Bridgeworth Financial Los Angeles Council of Charitable Gift Planners (LACGP)
Brighthouse Services, LLC DBA Brighthouse Financial Low Load Insurance Services, Inc.
Brighton Jones LPL Financial Services
Brightworth LTC Connection
Brinker Capital LTCiTraining.com, LLC
Broadridge Investor Communication Solutions, Inc. Madison Estate Council
Broker Educational Sales & Training, Inc. MAGA LTD
Brokerage Unlimited Inc Maine Bankers Association
Brown & Streza Attorneys At Law MainStreet Advisors
7
Brownson, Rehmus & Foxworth, Inc. Major Hospital Foundation
Brunswick Companies Mandelbaum Salsburg P.C.
Budros, Ruhlin & Roe, Inc. Manning & Napier
Business Enterprise Institute Marc C. Demetriou
Caber Hill Advisors Mariner Wealth Advisors
Cadaret, Grant & Co. Inc. Markel Corporation
CAIA Association Maryland Association of CPAs
Calamos Investments Maryland Society of Accounting and Tax Professionals, Inc.
California CPA Education Foundation Mason Investment Advisory Services, Inc.
California Institute of Technology Mass Mutual Life Insurance Company
California Lutheran University MassMutual Tri State
California Society of Enrolled Agents Matter Family Office
California State University - Long Beach/American Institute for Philanthropic Studies
Matthews International Capital Management, LLC
Callan LLC. Mauldin Economics
Cal-State Exams, Inc. McDowall Cotter
Cambridge Investment Research, Inc. McGuireWoods LLP
Camelot Portfolios LLC Medicare Rights Center
Cameron Financial Services Meeder Investment Management
Campbell & Company, Inc. Mercer Advisors
Candura Group LLC Meredith Law Firm, PC
Cannon Financial Institute Merrill Lynch
Cantor Fitzgerald Capital Merrill Lynch Retirement Group
Cape School, Inc. Mesirow Financial Investment Management, Inc.
Capital Directions Mewbourne Oil Company
Capital Link, Inc. MFS Investment Management
Capital Preferences, Ltd. Michigan Association of Certified Public Accountants
Capstone College Partners Michigan Bankers Association
Capstone Financial Advisors, Inc. Milliman Financial Risk Management LLC.
Carillon Tower Advisers Million Dollar Producer, Inc.
Carol A. Wilson Milwaukee Estate Planning Forum, Inc.
Carrell Blanton Ferris & Associates, PLC Minnesota Society of Certified Public Accountants
Carroll Financial Associates, Inc. Missouri Bankers Association
8
Catalyst Funds MonetaGroup, LLC
Catholic Community Foundation Money Concepts International, Inc.
Catholic Community Foundation Money Management Institute
Catholic Foundation Money Quotient, Inc.
Catholic Foundation - Northeast Kansas Morgan Stanley Investment Management
Catholic Foundation of Rhode Island Morgan Stanley Private Bank, National Association
Cavanal Hill Investment Management Morgan Stanley Wealth Management
CCH Incorporated Morningstar, Inc.
CE Smash Morton Capital Management
Cedar Capital Moss Adams Wealth Advisors LLC
Centerstone Investors LLC Mount Yale Capital Group, LLC
Central Valley Community Foundation MRZ Financial Services LLC
Certified Equity Professional Institute, Santa Clara University
Municipal Securities Rulemaking Board (MSRB)
Certified Student Loan Advisors Board of Standards myStockPlan.com Inc.
CertiTrek Group, LLC N/S NCCPAP - Educational Foundation
Cetera Financial Group NAIFA - Indiana
CFA - Hawaii NAIFA - Iowa
CFA Institute NAIFA - Lafayette: Estate Planning Council: Society of Financial Service Professionals
CFA Society - Dayton NAIFA - Minnesota
CFA Society - Phoenix NAIFA - St. Louis
CFA Society New Mexico NAIFA Atlanta
CFA Society San Francisco NAPFA
CFM Partners, Inc. National Advisors Trust Company, FSB
CFRA National Association of Active Investment Managers
Chaikin Analytics National Association of Charitable Gift Planners
Charles Schwab & Company National Association of Enrolled Agents
Charlotte Chapter Society of Financial Service Professionals
National Association of Government Defined Contribution Administrators
Chartwell Investment Partners National Association of Registered Social Security Analysts Ltd.
Chicago Board Options Exchange National Association of Tax Professionals
Chicago Council on Planned Giving National Center for Professional Education, Inc.
9
Children's Hospital Medical Center National Christian Charitable Foundation, Inc. - Alabama
Children's Hospital of Wisconsin Foundation National Christian Foundation - Raleigh
Chubb National Christian Foundation - Tampa Bay
CIBC Private Wealth Advisors, Inc. National Christian Foundation Northwest
CIM Group National College Advocacy Group
City National Bank National Institute of Certified Estate Planners
City National Rochdale National Institute of Financial Education
CLAIRMONT PACIELLO & CO PC National Network of Estate Planning Attorneys
Clarity 2 Prosperity National Regulatory Services
Clark Capital Management Group, Inc National Retirement Services, Inc.
Cleveland Marshall Law Alumni Association National Underwriter Company
CliftonLarsonAllen LLP Nationwide Life Insurance Company
Closed-End Fund Association Nationwide Private Client
CMPS Institute Natixis Investment Managers
CNL Securities Corp. NBI, Inc.
Collaborative Practice Training Institute NCS Regulatory Compliance
College Affordability Ned Davis Research
College for Financial Planning Neuberger Berman
CollegeInvest New Heights Consulting
Colorado Division of Securities New Jersey Society of Enrolled Agents
Colorado Society of Certified Public Accountants New Orleans Chapter Society FSP
Columbia Estate Planning Council New York Bankers Association
Colva Insurance Services New York Center for Financial Studies
Commonwealth Financial Network New York Life Insurance Company
Community Educators, LLC New York Society of Security Analysts, Inc.
Community Foundation - Arizona New York State Partnership for Long Term Care
Community Foundation - California New York University - School of Continuing and Professional Studies
Community Foundation - Central Georgia Nextview Loans
Community Foundation - Central Indiana NFL Players Association
Community Foundation - DuPage NH Hicks
Community Foundation - El Paso Nicholas Pension Consultants
Community Foundation - Greater Des Moines
NJ Society of CPAs (NJSCPA Education Foundation, Inc.)
Community Foundation - Greater Dubuque Norfolk & Plymouth Estate & Business Planning Council
10
Community Foundation - Greater Kansas City North Dakota Bankers Association
Community Foundation - Greater Memphis North Texas Chapter, National Committee on Planned Giving
Community Foundation - Greater Tacoma Northern Trust Company - PFS
Community Foundation - Howard County Northstar Educational Services
Community Foundation - Kosciusko County, Inc. NorthStar Securities, LLC
Community Foundation - Lincoln Northwestern Mutual Life Insurance Company
Community Foundation - Louisville Northwestern Mutual-Goris
Community Foundation - North Texas Notre Dame Tax & Estate Planning Institute - Notre Dame Law School
Community Foundation - Northeast Iowa Nuveen Investments
Community Foundation - Oregon Nuveen Investments - Closed-End Funds & Global Structured Products
Community Foundation - Parkersburg Area Nyhart
Community Foundation - Porter County, Inc. Odin, Feldman & Pittleman, P.C.
Community Foundation - Sarasota County Office of Planned Giving, Stanford University
Community Foundation - Scranton Area Ohio Division of Securities
Community Foundation - Sonoma County Ohio National Financial Services
Community Foundation - Southwest Louisiana Ohio State Bar Association - CLE Institute
Community Foundation - Texas Oklahoma Medical Research Foundation
Community Foundation - The Alleghenies Oppenheimer Funds, Inc.
Community Foundation - The Ozarks Oregon Health & Science University Foundation
Community Foundation - Truman Heartland Oregon Society of Certified Public Accountants
Community Foundation - Union County Orinda Asset Management
Community Foundation - Western North Carolina Owl Rock
Community Foundation of Elkhart County Oxford Risk Management Group
Community Foundation of Wabash County PA Society of Tax & Accounting Professionals
Connell Foley LLP Pacer Financial
Consolidated Educational Services, Inc. Pacific Life - Retirement Solutions Division
Continental American Insurance Co. c/o Kaplan Financial Pacific Life Insurance Company
Continuing Education Center, Inc Pall Mall Art Advisors
Contryman Wealth Advisors Paracle Advisors LLC
Copytalk, LLC Parametric Portfolio Associates LLC
11
Corgenius, Inc. Parsec Financial
Couzens Lansky Fealk Ellis Roeder & Lazer PC
Partnership for Philanthropic Planning of Greater Dayton
CPE Depot Paul Strohmenger, CPA
CPE Solutions, LLC Payne & Jones
Crady, Jewett & McCulley, LLP Penn Mutual Life Insurance - CA
Creative Planning, Inc. Pennsylvania Bankers Association
Crescendo Interactive Incorporated Pennsylvania Institute of CPAs
Cryptocurrency Consulting PenServ Plan Services, Inc.
Cumberland Trust Pension Focus Conference
Cummings & Lockwood LLC Perfect Day
D.M. Wealth Management, Inc. Pershing LLC
Dallas Women's Foundation Personal Financial Planning; University of Missouri
Dalton Education Pessin Katz Law, P.A.
Danziger & Markhoff LLP PG Calc Incorporated
DataPoints Philanthropy Southwest
Davis Advisors Phoenix Art Museum
Davis Schilken, PC PIEtech, Inc.
Dedicated Defined Benefit Services Pimco Investments, LLC
Delaware County Foundation Pinnacle Advisory Group
Delaware Investments Pinnacle Equity Solutions
Deloitte LLP Pinnacle Plan Design, LLC
DePaul University Plan4Life, LLC
Dexterity CE Planned Giving Council - Broward
Dimensional Fund Advisors Inc. Planned Giving Council - Minnesota
DiMeo Schneider & Associates, L.L.C. Planned Giving Council - Northern California
Diversified Trust Planned Giving Council - Northern Ohio
Donald Creech, CFP(r) AIF(r) Planned Giving Council - Oklahoma
Dorsey, Wright and Associates Planned Giving Council - Palm Beach
DPL Financial Partners Planned Giving Council - South Sound
Due Diligence Consulting, LLC Planned Giving Roundtable - Colorado
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. PlanPlus Global
Dynasty Financial Partners Plante Moran Financial Advisors
Eagle Strategies Pluymert, MacDonald, Hargrove & Lee, LTD.
East Texas Communities Foundation POHS Educational Centers
Eaton Vance Distributors Inc. Portfolio Management Institute
12
eBus Consulting LLC Portland Tax Forum
Economic Group Pension Services Porzio, Bromberg & Newman, P.C.
Ed Slott and Company Practising Law Institute
Edelman Financial Services, Inc. Premier Trust, Inc.
Edgewater Funding Inc. PRI Enterprises Ltd
Educational Foundation of the Missouri Society of CPAs PriceWaterhouseCoopers LLP
Educe Inc Principal Life Insurance Company
Edward Jones Professional Business Management, Inc.
Edward S. Clay, P.A. Professional Education Services LP
Egerton McAfee Armistead & Davis, P.C. ProShares
Eide Bailly LLP Prospera Financial Servicves, Inc.
Elville and Associates, P.C. Protected Tomorrows Inc.
eMoney Advisor llc, Protective Life Insurance Company
Enterprise Risk Strategies Provasi Capital Partners
Enterprise Training School Provident Capital Management,Inc.
Envestnet Asset Management Prudential Annuities Life Assurance Corporation
EP Wealth Advisors PT Asset Management, LLC
EPCNNJ Purdue University Income Tax School
EquBot Purposeful Planning Institute
Estate and Financial Planning Council - Southern New Jersey Putnam Investments
Estate and Pension Advisory Board Queens University of Charlotte
Estate Planning & Trust Council of Long Beach Quest Continuing Education Solutions
Estate Planning Council - Amarillo Area RAA
Estate Planning Council - Baltimore Rady Children's Hospital Foundation
Estate Planning Council - Bergen County Raymond James Consulting Services
Estate Planning Council - Beverly Hills Reality Shares, Inc.
Estate Planning Council - Birmingham RegEd
Estate Planning Council - Boston RegentAtlantic Capital, LLC
Estate Planning Council - Boulder County Research Affiliates
Estate Planning Council - Broward County Resource Consulting Group
Estate Planning Council - Bucks County Resource Real Estate
Estate Planning Council - Central Arizona Retiree Income LLC
Estate Planning Council - Central Florida Retirement Income Journal
Estate Planning Council - Central Texas Retirement Project LLC
13
Estate Planning Council - Charlotte Retirement Resource Center
Estate Planning Council - Chattanooga Reverse Mortgage Focus - a division of Georgetown Mortgage LLC
Estate Planning Council - Chester County Reverse Mortgage Funding, LLC
Estate Planning Council - Chicago RGT Wealth Advisors
Estate Planning Council - Cincinnati RIA Database
Estate Planning Council - Cleveland Richland County Foundation
Estate Planning Council - Colorado Springs RightCapital Inc.
Estate Planning Council - Conejo Valley Ripple Effect Strategies, Inc.
Estate Planning Council - Corpus Christi RiverFront Investment Group
Estate Planning Council - Dallas RMB Capital Management, LLC
Estate Planning Council - Denver Robert W. Baird & Co. Incorporated
Estate Planning Council - Diablo Valley Ronald Blue Trust
Estate Planning Council - Duke University Royce & Associates, LP
Estate Planning Council - DuPage County RPS Plan Administrators
Estate Planning Council - East Bay RSM US Wealth Management LLC
Estate Planning Council - East Coast Russ Cook and Associates, PC
Estate Planning Council - East King County Russell Investments Group
Estate Planning Council - East Texas Ryan Insurance Strategy Consultants
Estate Planning Council - Eastern New York, Inc. S&P Dow Jones Indices
Estate Planning Council - Essex County Saint Louis Planned Giving Council
Estate Planning Council - Eugene Saint Paul Foundation
Estate Planning Council - Fort Wayne Salient
Estate Planning Council - Greater Boca Raton Salt Financial
Estate Planning Council - Greater Miami Salvation Army - Eastern Michigan Division
Estate Planning Council - Greater Middlesex/Somerset San Diego Grantmakers
Estate Planning Council - Greater New Jersey Sandberg Phoenix von Gontard, P.C.
Estate Planning Council - Greater North Shore Sandi Kruise Insurance Training
Estate Planning Council - Greene County Santa Clara University School of Law
Estate Planning Council - Greenville Saturna Capital
Estate Planning Council - Hampton Roads Savant Capital Management
Estate Planning Council - Hawaii Schafer Cullen Capital, Capital Funds
Estate Planning Council - Heart of Texas Sea Change Financial Education, LLC
Estate Planning Council - Hoosier Hills Seattle Childrens Hospital Foundation
14
Estate Planning Council - Indianapolis Securian Financial Group, Inc.
Estate Planning Council - Lehigh Valley Securian Financial Services
Estate Planning Council - Marin County Securities America, Inc.
Estate Planning Council - Martin County Securities Industry and Financial Markets Association
Estate Planning Council - McLean Securities Industry Institute
Estate Planning Council - Mercer County Seeman Holtz Private Client Group
Estate Planning Council - Merrimack Valley SEI Investments
Estate Planning Council - Mobile Senior Market Sales, Inc.
Estate Planning Council - Montgomery County Sentara RMH Medical Center
Estate Planning Council - Naples Shook Research, LLC
Estate Planning Council - New Orleans Sierra Investment Management, Inc.
Estate Planning Council - New York City Sierra Pacific Mortgage
Estate Planning Council - North Central Pennsylvania Signator Investors, Inc.
Estate Planning Council - North Coast Signature Advisors Group, Ltd.
Estate Planning Council - North Georgia Signature Estate & Investment Advisors
Estate Planning Council - North Texas Smedley Financial Services, Inc
Estate Planning Council - Northeast Florida S-Network Global Indexes
Estate Planning Council - Northeast Wisconsin Social Security Administration
Estate Planning Council - Northeastern Michigan
Society for Financial Education and Professional Development, Inc.
Estate Planning Council - Northern Nevada Society of Certified Senior Advisors
Estate Planning Council - Northern Virginia Society of Financial Service Professionals - Baltimore Chapter
Estate Planning Council - Northwest Washington
Society of Financial Service Professionals - Buffalo Chapter
Estate Planning Council - Omaha Society of Financial Service Professionals - Central Illinois Chapter
Estate Planning Council - Orange County Society of Financial Service Professionals - Central Iowa Chapter
Estate Planning Council - Palm Beach County
Society of Financial Service Professionals - Central New York Chapter
Estate Planning Council - Philadelphia Society of Financial Service Professionals - Cincinnati Chapter
Estate Planning Council - Pittsburgh Society of Financial Service Professionals - Cleveland - Akron Chapter
Estate Planning Council - Portland Society of Financial Service Professionals - Columbus Chapter
15
Estate Planning Council - Prescott Society of Financial Service Professionals - Delaware Chapter
Estate Planning Council - Red River Valley Society of Financial Service Professionals - Detroit Chapter
Estate Planning Council - Rochester Society of Financial Service Professionals - Eastern Iowa Chapter
Estate Planning Council - Sacramento Society of Financial Service Professionals - Greater Chicago Chapter
Estate Planning Council - Salt Lake Society of Financial Service Professionals - Greater Philadelphia Chapter
Estate Planning Council - San Antonio Society of Financial Service Professionals - Greater St. Louis Chapter
Estate Planning Council - San Francisco Society of Financial Service Professionals - Greensboro Chapter
Estate Planning Council - Santa Barbara Society of Financial Service Professionals - Hampton Roads Chapter
Estate Planning Council - Santa Clara County
Society of Financial Service Professionals - Hartford Chapter
Estate Planning Council - South Bay Society of Financial Service Professionals - Houston Chapter
Estate Planning Council - Southeast Denver Society of Financial Service Professionals - Kansas City Chapter
Estate Planning Council - Southern Arizona Society of Financial Service Professionals - Lexington Chapter
Estate Planning Council - Southern Nevada Society of Financial Service Professionals - Maine Chapter
Estate Planning Council - Southern Oregon Society of Financial Service Professionals - Milwaukee Chapter
Estate Planning Council - Southwest Washington
Society of Financial Service Professionals - National Capital Chapter
Estate Planning Council - Spokane Society of Financial Service Professionals - National Chapter
Estate Planning Council - St. Louis Society of Financial Service Professionals - North Jersey Chapter
Estate Planning Council - Stanislaus County Society of Financial Service Professionals - Omaha Chapter
Estate Planning Council - Tri Valley Society of Financial Service Professionals - Oregon Chapter
Estate Planning Council - Washington, D.C. Society of Financial Service Professionals - Rochester, NY
Estate Planning Council - Waukesha County LTD
Society of Financial Service Professionals - South Jersey Chapter
Estate Planning Council - Westchester County
Society of Financial Service Professionals - Southeastern NC Chapter
16
Estate Planning Council - Western Dakota Society of Financial Service Professionals - Southwest Michigan Chapter
Estate Planning Council - Wichita Society of Financial Service Professionals - Twin Cities
Estate Planning Council - Willamette Valley Society of Financial Service Professionals - Utah Chapter
Estate Planning Council - Worthington Society of Financial Service Professionals - Winston-Salem Chapter
Estate Planning Council - York County Sontag Advisory
Estate Preservation & Planning Law Office South Carolina Association of CPAs
ETF Managers Group South Carolina Bankers Association
ETF Trends South Carolina Society of Accountants
ETF.com Southern California Institute
Evanston Capital Management, LLC Southern Federal Tax Institute Inc.
Evansville Bar Association SPCA Tampa Bay
Evensky & Katz Wealth Management Spidell Publishing
Eventide Asset Management, LLC Sports Financial Advisors Association
Everplans St. Louis Children's Hospital
Exchange Analytics Inc. St. Luke's Health Foundation
Executive Insurance Agency, Inc. Stadion Money Management
Exit Planning Institute Stallion Capital Management
Fairway Independent Mortgage Corp Standish Mellon Asset Management Company LLC
Family Estate Planning Law Group State Street Global Advisors
Family Wealth Alliance Stewardship Counsel
Farmer & Betts Stira Capital
FAU Foundation Inc Stock Yards Bank & Trust
FDX Capital LLC StoneCastle Cash Management, LLC
Federal Seminars and ChFEBC, Inc. Stork Law Firm LLC
Federal Tax Workshops Strasburger & Price, LLP
Federated Investors Sudden Money Institute
FFP Wealth Management Sullivan
fi360, Inc. Sullivan, Bruyette, Speros & Blayney, Inc.
Fidelis Mortgage, LLC SullivanCurtisMonroe
Fidelity Charitable SunTrust Banks Inc.
Fidelity Institutional Surgent McCoy CPE, LLC
Fidelity Investments Sutter Roseville Medical Center Foundation
Fidelity Investments Institutional Services Co., Inc. Swan Global Investments
17
Fidelity Investments, Personal Investing Symetra Life Insurance Company C/O Reged
Fiduciary Education Foundation Symmetry Partners, LLC
Finance of America Reverse Syverson Strege & Company
Financial Advisor IQ T. Rowe Price
Financial Advisor Magazine Target Insurance Services, Inc.
Financial and Estate Planning Council of Huntsville Tarrant County Bar Association
Financial Engines Tax Education Inc.
Financial Finesse, Inc Tax Seminars.com, Inc.
Financial Planning - On Wall Street TD Ameritrade
Financial Planning Institute, LLC Tennessee Bankers Association
Financial Therapy Association Texas Society of CPAs CPE Foundation Inc
FINRA (E-Learning) Texas Tech Personal Financial Planning
FINRA (Members Relation) The American College
First Affirmative Financial Network The American Institute for Chartered Property Casualty Underwriters dba CEU
First Ascent Asset Management, LLC The Andersen Firm, A Professional Corporation
First Trust Portfolios The ASA Group
Fishback Management and Research, Inc. The Ashcraft Firm
Fletcher Tilton PC The Associated: Jewish Community Federation of Baltimore, Inc.
Flexible Plan Investments The Association Office
Florida Institute of CPAs The Blackstone Group
Florida International Bankers Association The Christian Community Foundation dba WaterStone
Florida Securities Dealers Association The Client Driven Practice LLC
Florida West Coast Public Broadcasting, Inc The Collaborative Law Institute of Texas
FM Area Foundation The Colony Group LLC
Focus Financial Partners, LLC The Dallas Foundation
Forbush Goldberg, PLLC The Denver Foundation
Forefront Analytics LLC The Elder Law Practice of Daniel D. Munster
Forster Boughman & Lefkowitz The Emotional Investor
Foster Group The Entrust Group
Foulston Siefkin LLP The Estate and Financial Planning Council of Central New Jersey
Foundation for Accounting Education The Fairman Group LLC
Foundation for Financial Planning The Federal Savings Bank
Foundation for the Carolinas The Florida Bar
18
Foundation Source The Futurist Institute
Fox College Funding Academy The Houston TSCPA Foundation
FPA - Austin Chapter The Kinder Institute of Life Planning
FPA - Baton Rouge Chapter The Law Offices of Michael Cherewka
FPA - Central California Chapter The Legacy Companies, LLC
FPA - Central Florida The MTM Vault
FPA - Central New York The Natovitz Group, Inc.
FPA - Central Ohio Chapter The Newport Group
FPA - Central Oklahoma The Pension Department, Inc.
FPA - Central PA Chapter The Pittsburgh Foundation
FPA - Central Virginia Chapter The Rhode Island Foundation
FPA - Charlotte Chapter The Salvation Army
FPA - Colorado Chapter The Seattle Foundation
FPA - Connecticut - Fairfield County Chapter The Sevens Report
FPA - Connecticut - Greater New Haven Chapter The SPARK Institute Inc.
FPA - Connecticut Valley The University of Akron
FPA - Dallas/Ft. Worth Chapter The Vanguard Group, Inc.
FPA - East Bay California Chapter The Wealth Advisor
FPA - East Tennessee Chapter The Western Kansas Council on Estate Planning and Giving
FPA - Eastern Iowa The Wiewel Law Firm
FPA - Financial Planning Association Think2Perform
FPA - Georgia Chapter TIAA
FPA - Greater Hudson Valley Chapter Timber Wolf Publishing LLC
FPA - Greater Indiana Chapter Toews Corporation
FPA - Greater Kansas City Chapter Tolleson Wealth Management
FPA - Greater Memphis Chapter Top Producer International
FPA - Greater New Orleans Chapter Tortoise
FPA - Greater Phoenix Chapter Trade-PMR, Inc.
FPA - Greater Rochester New York Chapter Transamerica Occidental Life Insurance Co.
FPA - Greater St. Louis Trinity Fiduciary Partners, LLC
FPA - Gulf States Chapter TrueSquid, LLC
FPA - Hampton Roads Chapter Trust Education Foundation, Inc.
FPA - Hawaii Chapter U.S. Bank National Association
FPA - Houston Chapter U.S. Energy Development Corporation
FPA - Idaho U.S. Trust Bank of America Private Wealth Management
19
FPA - Illinois Chapter U.S. Wealth Management, LLC
FPA - Iowa Chapter UBS Financial Services Inc. Business University
FPA - Kansas Society UCLA Extension
FPA - Kentuckiana Chapter UJA - Federation of Jewish Philanthropies of New York Inc.
FPA - Long Island Chapter Unified Trust Company, N.A.
FPA - Los Angeles Chapter Union Bank/College Savings Plan Group
FPA - Maryland Chapter United Cerebral Palsy Association of Greater Cleveland
FPA - Massachusetts Chapter United Jewish Federation - Northeastern New York
FPA - Metro New York United Retirement Plan Consultants
FPA - Miami Chapter United Way - Miami-Dade
FPA - Michigan Chapter United Way of Portage County
FPA - Middle Tennessee Chapter University at Buffalo School of Management
FPA - Minnesota Chapter University of Alabama - College of Continuing Studies
FPA - Mississippi Chapter University of Florida Foundation, Inc.
FPA - National Capital Chapter University of Hawaii Foundation, Estate and Gift Planning
FPA - NE Ohio Chapter University of Illinois - Tax School
FPA - Nebraska Chapter University of Illinois, Financial Planning Concentration
FPA - New Jersey Chapter University of Miami - School of Law
FPA - NorCal Conference University of Michigan
FPA - North Alabama Chapter University of Missouri - Kansas City School of Law Continuing Legal Education
FPA - Northeast Florida University of Nebraska - College of Law
FPA - Northeastern New York Chapter University of Richmond - School of Law
FPA - Northern California Chapter University of Texas - School of Law
FPA - Northern New England Chapter University of Washington School of Law
FPA - Orange County Chapter University of Wisconsin - Marathon County, Continuing Education
FPA - Oregon & SW Washington Chapter US SIF
FPA - Philadelphia Tri-State Chapter USAA Financial Planning Network
FPA - Pittsburgh Chapter USC Gould School of Law - Continuing Legal Education
FPA - Puget Sound Chapter Utah Educational Savings Plan
FPA - Rhode Island Chapter Utah Planned Giving Roundtable
20
FPA - San Antonio and South Texas Chapter Utah Valley Estate Planning Council
FPA - San Diego Chapter Utah Valley University
FPA - San Francisco Chapter VA Society of Tax & Accounting Professionals
FPA - San Gabriel Chapter Valeo Financial Advisors, LLC
FPA - Silicon Valley Chapter Vermont Tax Seminar, Inc.
FPA - South Carolina Chapter Vern Hoven Tax Seminars
FPA - South Florida Vestwell
FPA - Southern Arizona Chapter Victory Capital Management
FPA - Southern Colorado Chapter VIP Mortgage Inc.
FPA - Southern Tier of New York Virginia Society of CPAs
FPA - Southwest Florida Chapter Virtu
FPA - Southwestern Ohio Virtus Investment Partners
FPA - Spokane Chapter Voya Retirement Insurance and Annuity Company
FPA - SunCoast Waddell & Reed Financial, Inc.
FPA - Tampa Bay Chapter Ward & Connolly
FPA - The Triangle Warren Averett, LLC
FPA - Tulsa Chapter Washington Planned Giving Council
FPA - Utah Chapter Wealth Enhancement Group
FPA - Ventura County Wealth Strategies Institute, LLC
FPA - Western New York Chapter WealthCounsel, LLC
FPA - Wisconsin Wealthmanagement.com
Franklin Templeton WealthPoint, LLC
FS Investments WebCE, Inc.
FSP Pittsburgh Chapter Weitz Investment Management, Inc.
FTJ FundChoice, LLC. Wellesley Asset Management
Garrett Planning Network, Inc. Wells Fargo - Funds Management LLC
Gear Up Wells Fargo Advisors
Geiger Law Office, P.C. Werntz & Associates, Inc.
Geisinger Health System Foundation West Liberty University
Georgia Association of Enrolled Agents West River Estate & Financial Planning Council
Georgia Society of Certified Public Accountants, Inc. Western CPE
Gerstein Fisher Western Kentucky University Dept. of Finance
Gift Planning Institute Western Pension & Benefits Council
Givner & Kaye, A Professional Corporation Wharton Executive Education
21
Global CPE Whealthcare Planning
Global Interdependence Center Wheeling Jesuit University
Goldman Sachs Wilcox Law Firm, P.C.
Good Capital Project William Blair
Gordon Fischer Law Firm Williams Mullen
GraniteShares ETFs Windham Labs
Greater Green Bay Community Foundation Window to the World Communications, Inc.
Greater New Orleans Foundation Wisconsin Institute of Certified Public Accountants
Greene Consulting Associates LLC WisdomTree
Griffin Capital Company Withum Smith & Brown, PC
Guardian Life Insurance Company of America Wollman, Gehrke & Associates, P.A.
Guggenheim Investments Women's Estate Planning Council
GuideStone Financial Resources Woods Oviatt Gilman LLP
GW&K Investment Management Woolf, McClane, Bright, Allen & Carpenter, PLLC
H C Denison Company Wright State University Raj Soin College of Business
HalfMoon Education Inc. XtraCredits
Hamilton Capital Management XY Planning Network
Hanlon Investment Management Yellowstone Boys and Girls Ranch Foundation
Hartford Funds Distributors, LLC YMCA of San Diego County
Harvest Exchange Corp Yorkville Capital Management LLC
Hawaii Community Foundation Young Conaway Stargatt & Taylor, LLP
Hawaii Tax Institute Foundation Zacharia & Brown
HBK Source Financial LLC Zahn Associates Inc.
HD Vest Financial Services Zeiders Enterprises, Inc.
Heartland Advisors Zeo Capital Advisors
Heather Jarvis, Student Loan Expert Zero Alpha Group
Top Related