Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Security Sales and Marketing College Planning
Earl R. Adams, CLU,ChFC
Central Florida
Longwood
FL
Son Shine Brokerage
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing
Jay Adkisson, JD
Orange County
Newport Beach
CA
Riser Adkisson LLP
Steve Akers, JD
Dallas
Dallas
TX
Bessemer Trust
Robert G. Alexander, JD,LLM,AEP,EPLS
Milwaukee
Milwaukee
WI
Alexander & Klemmer, SC
Jayne Alford, CFP,ChFC,CLU
Tampa Bay
Tampa
FL
Capitas Financial
Joel W Allen
Member at Large - Eastern
Newtown Square
PA
Society of FSP
Terry R. Altman, CLU,ChFC,CFP,AEP
Detroit
Bloomfield Hills
MI
Altman Financial LLC
Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Office/Agency Management and Training Security Sales and Marketing
Daniel A. Anderegg, CLU,ChFC,MSFS,MS
Eastern Iowa
Cedar Rapids
IA
Business Planning and Compensation Estate Planning Retirement Planning/Counseling
William Atherton, FLMI,CLU (CAN)
Toronto
Toronto
ON
Cannex Financial Exchanges
James S. Aussem, JD
Cleveland
Cleveland
OH
Cavitch Familo & Durkin Co., LPA
Dennis M. Axman, CLU,ChFC,AEP,CFP
Northeast Florida
Jacksonveille
FL
Capitas Financial
Business Planning and Compensation Qualified Plans/ERISA Estate Planning Retirement Planning/Counseling
Jennifer Lynn Bacarella
Member at Large - Middle East
Ann Arbor
MI
Sigma Financial Corporation
Jonathan D. Baety, CLU,ChFC
Central Florida
Maitland
FL
New England Financial
Financial Planning Retirement Planning/Counseling Investment Adviser Security Sales and Marketing
Guy E. Baker, CLU,ChFC,MSFS,MSM
Orange County
Irvine
CA
BMI Consulting, LLC
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Office/Agency Management and Training Long-Term Care Tax/Audit Investment Adviser
Benjamin G. Baldwin, Jr., CLU,ChFC,CFP,MSFS
Greater Chicago
Arlington Hts
IL
Baldwin Financial Systems, LLC
Business Planning and Compensation Estate Planning Financial Planning Retirement Planning/Counseling
Kevin E. Baldwin, CLU,ChFC,CFP
Hartford
South Windsor
CT
B & L Financial Architects
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Retirement Planning/Counseling Long-Term Care
Lamar Barden, MSFS
Atlanta
Rome
GA
Peachtree Planning Corp
Anthony R. Bartlett, CASL,ChFC
Worcester
Worcester
MA
Baystate Financial Services
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Retirement Planning/Counseling Long-Term Care Investment Adviser
Mickey L. Batsell, CASL,CLU,MBA,FLMI
Austin
Leander
TX
Individual Insurance(life,health disability) Eldercare Planning/Counseling Long-Term Care Investment Adviser
Dennis R. Beck, CLU,ChFC
Twin Cities
Apple Valley
MN
LCM Group
Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Office/Agency Management and Training
Jean G. Belisle, CLU,ChFC
Western Massachusetts
Springfield
MA
Northwestern Mutual Life
Estate Planning Financial Planning Retirement Planning/Counseling Long-Term Care
Richard A. Bell, CLU,ChFC,CFP,MSFS
San Fernando Valley
Calabasas
CA
Bell Financial
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care College Planning
Lillie Ben, MSFS,MBA,MS,CAP
Rocky Mountain
Franktown
CO
The Essentria Group, LLC
Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser College Planning
Troy W. Bender, CLU,ChFC,MSM,MSFS,MS
Kansas City
Liberty
MO
Waddell & Reed
R. Clifford Berg, Jr., CLU,ChFC,AEP,MSFS,MS
Delaware
Wilmington
DE
Financial House, Inc.
Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing
Alicia Bergeron
Austin
Austin
TX
Partners Financial
Garth A. Bernard
Burlington
IA
Thrive Income Distribution System, LLC.
Lee V. Bethel, CLU,ChFC,RHU,REBC
National Capital
Alexandria
VA
Comprehensive Benefit Services, Inc.
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser College Planning
Financial Planning Retirement Planning/Counseling Long-Term Care
Kurt J. Dombro, ChFC,CLU,MBA
Palm Beach County
Boca Raton
FL
Estate & Trust Services Group LLC
Anthony J. Domino, Jr., CLU,ChFC,MSFS
New York City
Rye Brook
NY
Associated Benefit Consultants LLC
Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Trust Services Investment Adviser Security Sales and Marketing
Linda Donegan, BSBA,CPA
Tampa Bay
Tampa
FL
Elaine Dorreman
Tampa Bay
Tampa
FL
Tampa Bay Chapter FSP
Michael P. Dow, CPA,CLU,ChFC,AEP
Milwaukee
Milwaukee
WI
Next Level Planning and Wealth Management
Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing College Planning
Keith Durkin, JD
Central Florida
Orlando
FL
Broad & Cassel
Stefanie L. Dwyer, CLU,ChFC
Austin
Austin
TX
Highland Capital Brokerage
Michael Engelhart
Mahwah
NJ
Exceptional Risk Advisors, LLC
John L. Erskine, CLU
Pittsburgh
Pittsburgh
PA
Union Central Life
Business Planning and Compensation Employee Benefits/Group Insurance Estate Planning Multiple Risk Management
Ian G. Essling, CFP
Central Indiana
Bloomington
IN
Innovative Financial Solutions, Inc.
Qualified Plans/ERISA Estate Planning Financial Planning Long-Term Care Investment Adviser
Matt Evans
Lake Saint Louis
MO
First Heartland Capital, Inc.
Evan Fabricant
Richmond
Glen Allen
VA
MassMutual Financial Group
Joshua Farmer, CFP
Worcester
Oxford
MA
Brookstone Wealth Management
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Investment Adviser
William W. Fenniman, CLU,ChFC
Boston
Boston
MA
Eugene W. Fetter, CLU,ChFC
Pittsburgh
Cranberry Twp
PA
Symetra Financial
Donald R. Fisher, Jr., CPA
Norfolk-Tidewater
Norfolk
VA
Virginia Asset Management
Timothy M. Fitzgerald, CFP,CLU,ChFC,Masters
Central Iowa
West Des Moines
IA
FBL Financial Group
Michael T. Flattery, MBA
Central Florida
Maitland
FL
Waddell & Reed, Inc.
Lisa Fleming
Boca Raton
FL
Highland Capital Brokerage S FL
David Flynt
Greensboro
Greensboro
NC
Pilot Financial Advisors
Curtis B. Ford, JD,CLU,ChFC
North Bay
Mill Valley
CA
Northwestern Mutual
Business Planning and Compensation Estate Planning Retirement Planning/Counseling
Erik J. Foulds
Southwestern Michigan
Kalamazoo
MI
Western Michigan University
Penni P. Foust, CLU,ChFC,RFC,LUTCF
Greensboro
Greensboro
NC
Lincoln Financial Group
Office/Agency Management and Training
Joseph E. Frack, CPA
Greater Philadelphia
Newtown Square
PA
Society of FSP
Tax/Audit
Gary S. Frank, JD.,CLU,ChFC
Central Iowa
West Des Moines
IA
Aviva USA
Jennifer Franklin
Jamestown
NY
Digitell, Inc.
Vincent E. Franks
Southwestern Michigan
Kalamazoo
MI
Western Michigan University
Marissa Frappampina
Leneka
KS
Exam One
David G. Freitag, CLU,ChFC,RHU
Worcester
Charlotte
NC
Impact Technologies Group
Business Planning and Compensation Estate Planning Financial Planning Retirement Planning/Counseling
Business Planning and Compensation Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing College Planning
Business Planning and Compensation Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care
Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling
Michael W. Halloran, CLU,ChFC,CFP,AEP
Northeast Florida
Jacksonville
FL
NAEPC
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Security Sales and Marketing
Roderick P. Hansen, CLU,ChFC,CFP,AEP
Palm Beach County
Boca Raton
FL
Business Planning and Compensation Estate Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Office/Agency Management and Training Security Sales and Marketing
Individual Insurance(life,health disability) Retirement Planning/Counseling Office/Agency Management and Training Long-Term Care Security Sales and Marketing
Doug Himmel
Los Angeles
CA
Melville Capital
Tony A. Hodge, LUTCF
Atlanta
Atlanta
GA
Financial Benefits
Carl D. Holborn, JD,MS
Milwaukee
Milwaukee
WI
O'Neil, Cannon, Hollman, DeJong,
Business Planning and Compensation Estate Planning
Gayle C. Holcom, CLU,ChFC,MBA
South Sound
Tacoma
WA
Pilkey-Hopping & Ekberg, Inc.
Business Planning and Compensation Employee Benefits/Group Insurance Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care
Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing
Michael R. Landolt, CFP,ChFC
Toledo
Toledo
OH
ING Financial Advisors, LLC
Financial Planning Retirement Planning/Counseling Security Sales and Marketing
Thomas P. Langdon, CLU,ChFC,MSFS,RHU
Hartford
Southington
CT
Roger Williams University
Estate Planning
Robert E. Lee, MBA
Tampa Bay
Tampa
FL
Principal Financial Group
Sylvia Lee
Arlington
VA
LIFE Foundation
John T Lensi, CLU,ChFC,RHU,REBC
Charlotte
Charlotte
NC
Impact Technologies Group
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Multiple Risk Management Retirement Planning/Counseling
Leyla A. Lesina, ChFC,CLU,MBA
North Jersey
New York
NY
Guardian Life Insurance Company
Meghan E. Lewsley
Southwestern Michigan
Troy
MI
Western Michigan University
Stephen F. Libby, CLU,ChFC,RHU,REBC
New York City
New York
NY
M & M Brokerage Services, Inc
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Office/Agency Management and Training Long-Term Care Security Sales and Marketing
Douglas Liesveld, CLU,ChFC,MA,MS,PhD
Lincoln
Firth
NE
Transamerica
Michael A Link, CLU
Greensboro
Greensboro
NC
Lincoln Financial Group
Richard H. Linsday, CLU,ChFC,AEP
Los Angeles County
Westlake Village
CA
Planned Estate Services
Marshall Lipson, CLU
South Jersey
Newtown Square
PA
Society of FSP
Mai B. Luc
Scottsdale
AZ
Brokerage Professionals Inc
Ronald P. Lutes, CLU,ChFC,CASL,LUTCF
Twin Cities
Minneapolis
MN
Thrivent Financial
Leo Luther
San Diego
CA
Superior Mobile Medics
Ana Machuca, PhD,CPA,CFE
Southeast Florida
Palm Bay
FL
Kaplan University
James W. Mader, CLU,ChFC
Kansas City
Kansas City
MO
Mader & Shannon Wealth Management
Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Trust Services Investment Adviser Security Sales and Marketing
Michael Maholtz
Orlando
FL
Brentmark Software Inc.
Nicole Maholtz
Orlando
FL
Brentmark Software Inc.
Debra K. Marquette, CLU,ALHC,FIC,ACS
Member at Large - Middle West
Neenah
WI
Equitable Reserve Association
Estate Planning Retirement Planning/Counseling
Daniel Martin, LUTCF,FSS
Central Illinois
Bloomington
IL
State Farm
Financial Planning Individual Insurance(life,health disability) Long-Term Care
John R. Martin, CLU
Kansas City
Leawood
KS
Creative Marketing International Corp.
Business Planning and Compensation Employee Benefits/Group Insurance Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling
Bradley D. Massaker, CLU,ChFC,CMFC
Tri-County
Paso Robles
CA
Prudential
Anita Mays
Valencia
CA
Petersen International Underwriters
Michael R. Mazzella, CLU,ChFC,LUTCF
Greater Phoenix
Scottsdale
AZ
Brokerage Professonals, Inc.
Retirement Planning/Counseling
Lisa A. McAree, CLU
Boston
Boston
MA
The McAree Company
Business Planning and Compensation Retirement Planning/Counseling
Clark B. McCleary, CLU,ChFC,AEP,MSFS
Houston
Houston
TX
Guardian Life
Business Planning and Compensation Estate Planning Individual Insurance(life,health disability) Retirement Planning/Counseling
Daniel J. McCleary, CLU,ChFC,MSFS
Houston
Cypress
TX
Guardian Life Insurance Co
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Security Sales and Marketing College Planning
Business Planning and Compensation Employee Benefits/Group Insurance Qualified Plans/ERISA Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability) Retirement Planning/Counseling Long-Term Care Investment Adviser Security Sales and Marketing College Planning
Anthony A. Palanza, CLU,ChFC,RHU,REBC
Maine
Portland
ME
Business Planning and Compensation Qualified Plans/ERISA Individual Insurance(life,health disability)
Jim Parker
Jamestown
NY
Digitell, Inc.
Stephen B. Parrish, CLU,ChFC,JD,RHU
Central Iowa
Des Moines
IA
The Principal Financial Group
Business Planning and Compensation Estate Planning Retirement Planning/Counseling
Jeffrey A. Parsons, CLU,ChFC
New Hampshire
Concord
NH
Moses and Parsons Financial
Business Planning and Compensation Estate Planning Individual Insurance(life,health disability) Retirement Planning/Counseling Security Sales and Marketing
Thomas R. Pate, CLU
Tampa Bay
Tampa
FL
Highland Capital Brokerage
Business Planning and Compensation Estate Planning Retirement Planning/Counseling
Cynthia Pennartz, CFP
Delaware
Wilmington
DE
Financial House
Financial Planning
Robert Pennartz, CFP
Delaware
Wilmington
DE
Financial House
Financial Planning
Mary Beth Petersen, JD,CLU,ChFC
Retired/Inactive
Woodbury
MN
Thomas R. Petersen, RHU,MBA,HIA
San Fernando Valley
Valencia
CA
Petersen International Underwriters
Business Planning and Compensation Employee Benefits/Group Insurance Estate Planning Financial Planning Multiple Risk Management Individual Insurance(life,health disability)
Business Planning and Compensation Qualified Plans/ERISA Financial Planning
Marietta Silva
Parker
CO
Benefits Administrators & Consultants
Gregory C. Slater, CLU,LUTCF,ChFC
Lexington
Lexington
KY
State Farm Insurance
Anthony C. Smith, CLU,ChFC
Greater Philadelphia
Newtown Square
PA
Society of FSP
Ralph H. Smith, Jr., CLU
Knoxville
Knoxville
TN
New York Life
Stephen K. Sorton, CFP,CLU
Seattle
Bothell
WA
E Financial LLC
Tilden L. Sowdon, CLU,LUTCF,RFC
Central Florida
Orlando
FL
Legacy Financial Advisors
Estate Planning Financial Planning Retirement Planning/Counseling Eldercare Planning/Counseling Long-Term Care Trust Services Investment Adviser College Planning
Kimberley Spaulding, CFP,MBA
Rocky Mountain
Denver
CO
Sharkey Howes & Javer
Robert L. Spawn
Palm Harbor
FL
Highland Capital
Sarah Spear, JD,LLM
National Capital
Washington
DC
AALU
Jean Spence
Hobe Sound
FL
Hooper Holmes
Eleanor Spuhler
Cleveland
OH
NAEPC
Brian Staples
Lexington
Versailles
KY
RIGHT LLC
Joseph F. Stenken, CLU,ChFC,JD
Cincinnati
Cincinnati
OH
Ameritas Life Ins Co
Dennis R. Stessman, CLU,ChFC,CFP
Omaha
Omaha
NE
Prudential
Business Planning and Compensation Estate Planning Financial Planning Individual Insurance(life,health disability) Retirement Planning/Counseling
Deborah L. Stillahn, CLU,ChFC,CLTC
Rocky Mountain
Denver
CO
Ash Brokerage
Individual Insurance(life,health disability) Long-Term Care
David L. Stratton, ChFC,CASL,CRPC,CLU
Alaska
Anchorage
AK
Stratton Turner LLC
Business Planning and Compensation Qualified Plans/ERISA Estate Planning Financial Planning Long-Term Care
Brad Strickland
Mount Pleasant
SC
Melville Capital
Patricia B. Stringer, CFP,MBA
Memphis
Memphis
TN
Legacy Wealth Management
David R. Stromecki, ChFC,CLU,CIC
Buffalo
Orchard Park
NY
Brown & Stromecki Agency, Inc.
Business Planning and Compensation Estate Planning Financial Planning Retirement Planning/Counseling Office/Agency Management and Training Long-Term Care
Clifford V. Struble, CLU,ChFC
Monmouth-Ocean Counties
Jackson
NJ
Prudential
Business Planning and Compensation Estate Planning