Just press Ctrl+F and type in the city name or state abbreviation then press enter.
Fellowship of Graduate Estate Planning Consultants by State
Name City State ZIP Phone Number Email Address
Alabama
Oley B. Kelley
Birmingham
AL
35244
205-733-8006
oleyk@bellsouth.net
Kevin Crenshaw
Huntsville
AL
35810
256-858-4939
khcren@aol.com
Alaska
Arizona
John Swan
Phoenix
AZ
85012
602-252-0911
jswan@cuefinancial.com
Myron (Mike) Strand
Phoenix
AZ
85016
602-840-3900
mstrand@ecawealth.com
Anthony F. Marchesi
Phoenix
AZ
85028
602-230-8222
anthony@netvestllc.com
Janet A. Mielke
Paradise Valley
AZ
85253
480-556-6789
mielke@netvalue.net
Michelle Clay
Scottsdale
AZ
85254
480-778-0700
michelle.clay@lpl.com
Warner Lewis, III
Scottsdale
AZ
85258
877-438-7878
warner@e-trusts.net
Anthony J. Blackwell, J.D., GEPC
Phoenix
AZ
85259
602-762-2758
ajb@i-esquire.com
Joanne C. Ferrara
Cave Creek
AZ
85331
480-659-0750
jcferrara@cox.net
David N. Johnson, RFC, GEPC
Oro Valley
AZ
85737
520-575-7020
davidnjohnson@comcast.net
Stephen L. Franklin
Prescott
AZ
86305
928-445-0111
*******
Blaine L. Burford, CSA, CEPP
Prescott
AZ
86314
928-772-0734
usarev001@yahoo.com
Donald J. Deasy
Scottsdale
AZ
85262
480-595-7887
don@epsestateplans.com
Dwain D. Pickens, J.D., CPA, CFP, GEPC
Scottsdale
AZ
85258
480-515-9800
taxlaw@pickensgroup.com
Frank Bornstein
Phoenix
AZ
85028
602-953-7710
*******
Arkansas
W. David Moore
Little Rock
AR
72205
501-376-0732
david.moore@abf.org
John W. Lauer
Hot Springs
AR
ArkPowerBroker@aol.com
California
Christopher W. Moore
Arcadia
CA
91006
626-862-7076
*******
Mark S. Rothstein, CFP, EA
Redondo Beach
CA
*****
310-374-8950
mrothstein@tristareetg.com
Harold Stephenson
Concord
CA
64520
925-671-2400
harold.stephenson@lpl.com
Muthukumar Balasubramanian
Los Angeles
CA
90045
310-670-0800
balu@afgweb.com
Michael G. Crupi, MBA
West Hollywood
CA
90046
310-493-9989
michaelcrupi@aol.com
Jason Vanclef
Marina Del Rey
CA
90292
310-621-6541
*******
Rose Greene, CFP
Santa Monica
CA
90405
310-399-1200
rose@rosegreene.com, www.rosegreene.com
Larry S. Hogan
Los Alamitos
CA
90720
714-236-8270
larryh@lblgroup.com
Barbara L. Kalligan
Seal Beach
CA
90740
562-596-6007
barbara@mcqueenfinancial.com
Jefferson D. McBriety
Seal Beach
CA
90740
562-596-6007
jmcbriety@aol.com
Stan Diliberto, CPA, CFP
Seal Beach
CA
90740
562-493-4495
stan@stancpa.com
David A. Perry, CFP
Seal Beach
CA
90740
562-493-0031
david.perry@lpl.com
Ronald L. Stiles
Seal Beach
CA
90740
562-596-0409
ronald_stiles18@hotmail.com
Bruce H. Polk
San Marino
CA
91108
626-862-1961
brucepolk@aol.com
Bryan Hall
Glendale
CA
91203
800-490-1447
bryan.hall@lpl.com
David M. Langan
Calabasas
CA
91301
818-880-1242
dlangan@ameritas.com
Deborah Fassler Reed
Thousand Oaks
CA
91360
805-376-2779
deborah.reed@reedball.com
James G. Kirschner
Thousand Oaks
CA
91360
805-499-3400
james.kirschner@lpl.com
Russell E. Suede
Woodland Hills
CA
91364
818-348-4800
www.rsuede@gsandcocpa.com
Donna J. Cunning
La Mesa
CA
91941
619-660-9600
donna@allsure.net
Charlie Roberts
La Mesa
CA
91941
619-660-9600
charlieroberts@allstate.com
Daniell De Marce Stanton
La Mesa
CA
91941
619-644-1277
dani66@corad.net
Marc Egan
Cardiff By The Sea
CA
92007
858-922-9882
marcfankegan@yahoo.com
Douglas G. Hansen
Carlsbad
CA
92008
858-259-7377
dhansen@consultant.com
Clark G Moffat
Vista
CA
92028
760-731-0489
money-wise@sbcglobal.net
Jan Earl Haynes
La Jolla
CA
92037
858-456-5225
*******
Jon Hellings
San Marcos
CA
92069
800-397-3743
jhellings@lawinfo.com
Timothy A. McQueen
San Diego
CA
92108
619-295-9935
tim@mcqueenfinancial.com
Paul A. Olson
San Diego
CA
92108
619-295-9935
paul@mcqueenfinancial.com
Sandeep Varma
San Diego
CA
92121
858-643-5756
sandeep.varma@lpl.com
Randy Paul Masciarelli
San Diego
CA
92122
858-764-6458
randy.masciarelli@thepg.com
Steven J. Musser
San Diego
CA
92121
858-643-5757
framona@aol.com
Jack B. Regan
San Diego
CA
92121
858-643-5757
jack.regan@lpl.com
Bradford R. Yeater
San Diego
CA
92121
619-518-3793
brad@estateandtrust.org
Jeffrey C. Anderson, Jr.
San Diego
CA
92122
858-546-4449
jeff.anderson@lpl.com
Joan M. Peterson
San Diego
CA
92122
858-546-4433
jpeter10@san.rr.com
Jim Bogart
San Diego
CA
92124
858-278-1220
jim.bogart@lpl.com
Thomas J. Garcia, CFP
San Diego
CA
92129
858-780-9218
tjg@nctimes.net
David M. Epstein, CEPS
San Diego
CA
92130
858-764-6469
depstein@thepg.com
David Dow
Palm Desert
CA
92260
760-779-8280
david.dow@lpl.com
Nancy Lois Dowgialo
Palm Desert
CA
92260
760-779-8280
david.dow@lpl.com
Tracy Cuiying Zhang
Riverside
CA
92503
626-625-6950
tracyzhang@allstate.com
Elizabeth A. Knoblach, CFP
Riverside
CA
92506
909-683-7526
elizabeth.knoblach@lpl.com
Russell F. Knoblach
Riverside
CA
92506
909-683-7526
russell.knoblach@lpl.com
Mike Duncan
Canyon Lake
CA
92587
909-693-0595
lsw403b1@cs.com
Joe J. Suarez
Lake Forest
CA
92630
949-837-3209
js@financialstrategiesusa.com
Myrone S. Vasquez
Lake Forest
CA
92630
949-457-3570
mv@financialstrategiesusa.com
Michael W. Jowdy, CFP, CSA
Huntington Beach
CA
92647
714-536-9213
michael.jowdy@lpl.com
Robert J. Krakower, CFP
Huntington Beach
CA
92647
714-799-0774
lplrob@mindspring.com
Scott A. Smith
Huntington Beach
CA
92648
714-719-0386
smith.scott@pennmutual.com
Ray Dicius
Newport Beach
CA
92660
949-757-0941
ray@trisummit.com
Richard Hanson
San Clemente
CA
92672
949-489-1112
csadvise@hotmail.com
Donald R. Davidson, III, JD
Laguna Niguel
CA
92677
949-365-7080
*******
Patrick Murphy
Coto De Caza
CA
92679
800-572-1098
pmurphy@aegonusa.com
Kenneth A. Nicholas, CPA
Rancho Santa Margarita
CA
92688
949-587-1099
*******
Susan Powell, CFP,
Tustin
CA
92780
714-665-2960
susan.powell@lpl.com
Robert S. Gascon, CLU
Anaheim
CA
92807
800-777-9571
gascon.robert@pmimail.com
Rosetta M. Everts
Anaheim
CA
92807
714-695-3600
everts.rosetta@pmlmail.com
Fred M. Saah
Fullerton
CA
92831
714-879-9880
fsaah@htk.com
Harry M. Barth, Esq., CFP
Orange
CA
92868
714-704-4828
harry@hmb47.com
Phillip J. Napper, Sr.
Orange
CA
92868
714-704-6616
phillip@hmbfinlaw.com
Fera Shivaee
Corona
CA
92882
909-549-6070
*******
Steve Angelo
Corona
CA
92882
909-734-5559
prefbensrvs@aol.com
Sterling Daley
Morro Bay
CA
93443
805-771-8975
sfs@charter.net
Jennifer Langstaff
Paso Robles
CA
93447
805-226-0445
jennifer.langstaff@lpl.com
Ryan J. Langstaff
Paso Robles
CA
93447
805-226-0445
*******
Gisela Schulz, EA, CFP, GEPC
California City
CA
93505
760-373-4987
gschulz@ccis.com or gisela.schulz@lpl.com
Brian Dragon
Belmont
CA
94002
650-298-0210
*******
Alexander J. Teodoro
San Francisco
CA
94114
415-821-1880
alex.teodoro@lpl.com
Larry Wiens
Alamo
CA
94507
925-314-0100
larry.wiens@lpl.com
R. Michael Hirth
Benicia
CA
94510
707-758-7402
mikehirth@yahoo.com
Robert G. Green
Napa
CA
94559
707-226-5434
robert@robertgreen.net
Joshua C. Bliss
Pleasanton
CA
94566
510-755-0799
joshuacbliss@aol.com
Harry H. Singh
Union City
CA
94587
510-207-6644
hsingh@bankofthewest.com
Joseph D. Lyons
Walnut Creek
CA
94587
925-927-5000 x380
joseph.lyons@lpl.com
Thomas McAuliffe
San Rafael
CA
94901
415-482-8622
tom@tmca.net
Robert Margetic, CLU, Ch ’FC
San Rafael
CA
94903
800-871-6711
rlm@crt-net.com
Richard E. Duarte
Rohnert Park
CA
94928
707-585-9800
richard.duarte@lpl.com
Anthony Michael Herauf
Campbell
CA
95008
408-249-5555
aherauf@qwest.net
Valerie M. Harrison
Los Gatos
CA
95032
650-968-1988
*******
Eric Ferenchak
San Jose
CA
95112
408-279-7419
eric.ferenchak@uboc.com
Daniel Byrne
Santa Rosa
CA
95402
707-528-0840
daniel.byrne@lpl.com
Danilo V. Sese
Fair Oaks
CA
95628
866-768-2088
danilosese@aol.com
Robert A. Young
Woodland
CA
95695
530-666-2128
robert.young@lpl.com
Larry G. Stark
Woodland
CA
95776
530-666-2128
larry.stark@lpl.com
Joseph M. Martin
Sacromento
CA
95820
916-761-0466
martin7992@aol.com
Mark W. Spelts
Chico
CA
95973
530-891-0717
mark.spelts@lpl.com
Jonathon J. Allen
San Diego
CA
92121
858-552-6612
Jonathon.allen@uboc.com
Theresa Binkley
Irvine
CA
92612
949-553-2516
THERES.BINKLEY@UBOC.COM
Alex B. Chalekian
Encino
CA
91436
818-528-3660
Alex.chalekian@lpl.com
Arthur B. Chalekian
Encino
CA
91436
818-528-3660
Arthur.chalekian@lpl.com
Mark A. Gerardi
San Diego
CA
92121
619-504-8382
mark.gerardi@uboc.com
Jon Hellings
San Diego
CA
92106
800-397-3743
jhellings@lawinfo.com
Paul S. King
Campbell
CA
95008
408-879-0789
paul@kingwealth.com
Alina O. Koutnouyan, MBA
Glenndale
CA
91203
818-649-8653
alina@aok-consulting.com
Sheri L. May, CFO
Santa Maria
CA
93455
805-928-0802
sheri.may@lpl.com
William Pardo
San Diego
CA
92121
858-552-6608
*******
Rebecca Williams, CPA
Santa Maria
CA
93455
805-928-0802
williamsrl@verizon.net
Rick Alvarado, CFP, GEPC
Fallbrook
CA
92028
760-723-8199 x311
hfabox@yahoo.com
Kit Ann Batina, GEPC
Belmont
CA
94002
650-522-8890
kitbatina@juno.com
Christopher Dukes, GEPC
Long Beach
CA
90802
818-326-0889
cduke1972@aol.com
Frank P. Tabacca, GEPC
San Rafael
CA
94913
415-717-9772
securemrt@aol.com
Leland G. Henken
Santa Rosa
CA
95401
707-578-0675
leehenken@att.net
Leonard J. Ritter
Marina del Rey
CA
90292
310-745-4838
ljritt@msn.com
William “Willie” Yahiro
Watsonville
CA
95076
831-728-1237
wyi@pacbell.net
Peggy Lombardo
Carlsbad
CA
92009
760-448-2882
peggy@financialteam.net
James Mabbutt
Granite Bay
CA
95647
916-781-3700
james.mabbutt@lpl.com
Nancy S. Mendenhall
La Mesa
CA
91941
619-698-9760
nancy.mendenhall@lpl.com
Gerad R. Mowrey
La Mesa
CA
91941
619-698-9760
Gerad.mowrey@lpl.com
David J. Taddeo
La Mesa
CA
91941
619-698-9760
david.taddeo@lpl.com
Maureen Verduyn
Carlsbad
CA
92009
760-448-2882
mv@financialteam.net
Terry M. Morgan
Bakersfield
CA
661-397-7184
Terry0415@aol.com
Colorado
Les Simpson
Littleton
CO
80123
303-579-6881
les520@earthlink.net
Vincent D. Kalbach
Denver
CO
80210
303-333-0060
vince@scadv.com
Terry A. Herron
Denver
CO
80247
303-870-8913
therron327@aol.com
James E. Rowe
Grand Junction
CO
81596
970-245-5987
jrowe22653@aol.com
Phil Dottenwhy
Castle Rock
CO
80108
303-814-3621
DottenwhyPhil@msn.com
Charles W. Ready, GEPC
Pueblo
CO
81003
719-545-3454
cready@mcleodusa.net
Jack Schweikert, GEPC
Highlands Ranch
CO
80130
303-791-8204
jackschewikert@hotmail.com
Kevin L. Sullivan
Grand Junction
CO
81501
970-255-8566
klsullivan@earthlink.net
Connecticut
Kenneth A. Foisie
Avon
CT
6001
860-678-7922
cfn_inc@yahoo.com
Norm M. Marland
Westport
CT
6880
203-222-0333
*******
Delaware
Howard Richardson
Greenville
DE
19807
302-654-5449
Howard.Richardson@imandp.com
District of Columbia
Florida
Ellen B. Wilcox
Lady Lake
FL
32159
352-259-1547
ebwilcox@aol.com
Carole J. A. Peck, MBA, CFP
Bonita Springs
FL
34134
239-949-7100
carole@carolepeckfinancial.com
David H. Morgan
St. Augustine
FL
32084
904-829-8981
david@retirementestateplan.com
Jacqueline Noveck, GEPC
Largo
FL
33770
727-518-1512
noveck@tampabay.rr.com
Melissa D. Anderson
Winter Park
FL
407-629-1439
melissa.d.anderson@suntrust.com
Georgia
James W. Calder
Dacula
GA
30019
678-482-0681
jca8891415@aol.com
Samuel A. Millsapps
Acworth
GA
30102
770-975-0316
samuel.millsapps@lpl.com
Keith E. Boger, CFS, CSA
Clarkesville
GA
30523
877-871-1590
keith.boger@lpl.com
Hawaii
Edmund S. Farm, CFP
Honolulu
HI
96813
808-546-7007
edmund.farm@hartfordlife.com
Idaho
Z. Reed Millar, Jr., CLU, RFC
Boise
ID
83709
208-321-4681
zrmillar@msn.com
Doug Wellsandt
Hayden
ID
208-762-7773
dwellsandt@kueblerfinancialcenter.com
Shayne D. Kuebler
Hayden
ID
208-762-7773
skuebler@kueblerfinancialcenter.com
Daniel Lauer
Hayden
ID
208-765-3965
dlauer@kueblerfinancialcenter.com
Illinois
John Herzog
Frankfort
IL
60423
815-464-1730
john_herzog@hotmail.com
Joanne B. Andrew-Zahn
Rockford
IL
61107
815-885-3559
joanne.andrew-zahn@lpl.com
Mir M. Ali
Peoria
IL
61604
309-682-8054
mir@mirmali.com
Scott D. Carson
Glen Carbon
IL
62034
618-288-0202
scott@meridianfg.com
Colleen Chandler, GEPC
Lake Forest
IL
60045
847-295-9222
managingdirector@vennwell.com
John S. Choi
Vernon Hills
IL
60061
847-247-0850
john.choi@lpl.com
Sang H. Shin
Vernon Hills
IL
60061
847-247-0852
Sang.shin@lpl.com
Indiana
Emmanuel "MANN" Harris, EA
Indianapolis
IN
46220
317-257-1120
*******
Joseph L. DeWald, CFP
Ft. Wayne
IN
46825
260-490-8808
joe.dewald@lpl.com
F. William Griffin, Jr. , CFP
Ft. Wayne
IN
46825
260-490-8808
bill.griffin@lpl.com
Mark D. Vanderhagen, CFP
Ft. Wayne
IN
46825
260-490-8808
mark.vanderhagen@lpl.com
Gerald Dix
Terre Haute
IN
47807
812-232-3300
gerald.dix@lpl.com
Iowa
Kansas
Mike C. Spencer, GEPC
El Dorado
KS
67042
316-321-3132
mike.spencer@lpl.com
David T. Wernli, GEPC
El Dorado
KS
67042
316-321-3132
wernli.investments@lpl.com
Drew Wilson, GEPC
El Dorado
KS
67042
316-321-3132
drew.wilson@lpl.com
Neal R. Anderson, CLU
Shawnee Mission
KS
66201
913-236-1528
nanderson@waddell.com
David R. Burford
Shawnee Mission
KS
66201
913-236-1504
dburford@walddell.com
Robert D. Harris, CFP
Shawnee Mission
KS
66201
913-236-2089
rharris@waddell.com
Matthew K. Reeves
Shawnee Mission
KS
66201
913-236-2310
mreeves@waddell.com
Kentucky
Alise Will, GEPC
Lexington
KY
40507
859-253-6289
lwill@centralbank.com
Louisiana
Ronald Hampton
Kennen
LA
70065
504-466-7392
ronaldghampton@cox.net
Maine
Maryland
Tony Fusco, ChFC, CSA
Towson
MD
21204
410-296-5400 x200
tony.fusco@lpl.com
Robert (Barry) Skinner III
Lutherville
MD
21093
410-821-7766
barry@psafinancial.com
Kathleen McNally
Baltimore
MD
410-516-7954
kathmcnally@jhu.edu
Massachusetts
Bill Newell
Holliston
MA
1746
508-893-0872
bnewell@acminc.org
Gina Bolvin
Boston
MA
2116
617-348-2884
gina.bolvin@lpl.com
Thomas J. Ouellette, President
Lexington
MA
02420
781-861-0766
Tom.ouellette@lpl.com
Michigan
Jacquelin A. Moody, CFP, RFC
Northville
MI
48167
248-349-2411
jacquelin.moody@lpl.com
Noah (Pete) Bergeron, Jr.
Romulus
MI
48174
734-941-5245
NOABER@aol.com
James Stefanski
Howell
MI
48843
517-586-6050
james.stefanski@lpl.com
Minnesota
Wade G. Nelson
Cottage Grove
MN
55016
651-459-6080
wgnelson@attbi.com
Troy M. Axelson
Mahtomedi
MN
55115
651-407-7336
troya@hiway.org
Raymond J. Berg
Mound
MN
55364
952-475-6844
rj.berg@m.wdspr.wj.com
Dr. Barry Baines, MD
Minneapolis
MN
55405
612-374-9526
bkb123050@yahoo.com
Mel Sommers
Minneapolis
MN
55416
612-282-0200
msommers1@mn.rr.com
Kenneth H. Ragsdale, CLU, CSA
Farmington
MN
87402
505-326-0963
Rags@outerbounds.net
Nels E. Erichson
Duluth
MN
55802
218-722-1644
DDolio@MSN.com
Brian A. Misiewicz
Duluth
MN
55802
218-529-3775
Brianm73@aol.com
Nathan Evenson, GEPC
Minneapolis
MN
55408
800-342-74620 x77717
nathanevenson@wellsfargo.com
Scott R. Ekholm, GEPC
St. Paul
MN
55103
651-295-9900
srekholm@yahoo.com
Ron Eckstam, MBA, GEPC
Bloomington
MN
55425
952-853-0024
ron.eckstam@lpl.com
Mississippi
Missouri
James K. Erickson, CFP
Joplin
MO
64804
417-782-3021
efsjim@swbell.net
Kenneth W. Roberts
Bolivar
MO
65613
417-777-6500
kenneth.roberts@lpl.com
Alan V. Niemi
Lee’s Summit
MO
64064
816-373-6941
aeniemi@msn.com
Jazz Crawford, GEPC
Nixa
MO
65714
417-576-4197
jazz@signusdomains.com
Wayne M. Holtmeier
St. Charles
MO
63301
636-940-5912
nhcpapc@aol.com
Montana
Thomas D. Cote
Scobey
MT
59263
406-487-2764
thomas.cote@lpl.com
Nebraska
Julie Sokol
Omaha
NE
68154
402-829-1736
jsokol@carsonwealth.com
Scott Friel
Omaha
NE
68154
888-337-4094 x3863
sfriel@qa3.com
Michael C. Rule
Omaha
NE
68154
888-337-4094 x3855
mrule@qa3.com
Nevada
Hubert L. Roberts
Henderson
NV
89014
702-735-4711
ibubroberts@aol.com
Michael Cureton
Henderson
NV
89021
702-990-5940
*******
Deborah A. Fackett
Henderson
NV
89052
702-205-3150
deborah.fackett@lpl.com
Matthew M.W. Kodlick
Las Vegas
NV
89102
702-227-7095
*******
Timothy J. Sands
Las Vegas
NV
89103
702-968-0067
*******
Brett Campbell, CPA
Las Vegas
NV
89104
702-480-4925
stirlingtax@yahoo.com
David Straus, J.D., LL.M
Las Vegas
NV
89106
702-474-4500
*******
Sam J. Croce
Las Vegas
NV
89107
702-309-0600
sam.croce@natplan.com
Gabriel Segura
Las Vegas
NV
89108
702-645-9615
gabe9615@cox.net
Freddie Sarno
Las Vegas
NV
89109
702-792-2057
*******
Kenneth A. Parker, BA, GEPC
Las Vegas
NV
89117
877-267-9482 or
info@nieplv.com
Linda L. Parker, GEPC
Las Vegas
NV
89117
877-267-9482
info@nieplv.com or lparker154@aol.com
Millie Kobrin, GEPC
Las Vegas
NV
89117
877-267-9482
info@nieplv.com
Kelly Whyte, GEPC
Las Vegas
NV
89117
877-267-9482
info@nieplv.com
Joe Manos, GEPC,
Las Vegas
NV
89117
877-267-9482
info@nieplv.com
Joseph DellaBella
Las Vegas
NV
89117
877-267-9482
info@nieplv.com
Toba P. Hoffner
Las Vegas
NV
89117
702-869-9966
*******
Terrisa H. Meeks
Las Vegas
NV
89117
702-658-3170
thmeeks@aol.com
Ellen Phelps, RN
Las Vegas
NV
89117
702-363-9080
efpjjp@aol.com
Marie E. Covert
Las Vegas
NV
89117
702-869-9801
panicbutton4u@earthlink.net
Terry L. Wees
Las Vegas
NV
89128
702-947-4833
hwees@yahoo.com
Beth V. Walker
Las Vegas
NV
89128
702-562-4334
beth@optioneering.net
Terry Curtis Buckman
Las Vegas
NV
89129
702-395-3716
*******
Bonnie J. Lewis
Las Vegas
NV
89141
702-614-4475
thebonnielewis@aol.com
Garren J. Sepede
Las Vegas
NV
89146
702-364-0115
garren.sepede@lpl.com
Richard Tidwell
Las Vegas
NV
89146
702-364-0015
*******
Connie D. Densmore
Las Vegas
NV
89146
702-203-5704
connie.densmore@lpl.com
Michael Pashak
Las Vegas
NV
89146
702-315-4215
info@kimbroughim.com
Christopher K. Summers
Las Vegas
NV
89146
702-768-0919
chris.summers@lpl.com
Jamie C. Saulsberry, RN
Las Vegas
NV
89149
702-655-4614
jcbs-0757@msn.com
Jerry A Cribbs
Las Vegas
NV
89149
702-869-9801
panicbutton4u@earthlink.net
Miles Cunningham
Carson City
NV
89706
775-841-5343
mileshc.msn
Cheryl A. Constantino
Las Vegas
NV
89109
702-791-0200 x333
cconstantino@finsucs.com
Joseph E. Manos
Las Vegas
NV
89117
702-869-9801
info@nieplv.com
Elizabeth R. Schwartz
Las Vegas
NV
89109
702-791-0200 x323
eschwartz@finsvcs.com
Eric B. Tan
Las Vegas
NV
89109
702-784-0017
eric@websitecenter.com
Brian C. Tanko, Esq.
Las Vegas
NV
89146
702-369-3724
Trusttanko@earthlink.net
S. Craig Stone II, J.D., GEPC
Las Vegas
NV
89117
702-932-0900
stonelawoffice@justice.com
Sean M. Tanko, GEPC
Las Vegas
NV
89146
702-369-3724
mt8667@hotmail.com
Susan M. Craker
Las Vegas
NV
89146
702-310-5523
susanatnff@aol.com
Diana Jones
Las Vegas
NV
89146
702-369-3724
dianajennings@hotmail.com
Desireé Ryan
Las Vegas
NV
89146
702-286-7955
dryan@paralegalsolutionsllc.com
Bryan Carter
Las Vegas
NV
89117
702-932-0900
bcarter@aol.com
Jim Golyer
Las Vegas
NV
89119
702-736-3656
jgoylyer@wradvisor.com
Gary D. Westerman
Las Vegas
NV
89119
702-736-3656
Gdwesterman@msn.com
New Hampshire
New Jersey
Shant Tashjian
Fairfield
NJ
7004
973-575-1403
stash3123@aol.com
Christopher M. Rosoff
Hampton
NJ
8827
973-271-5131
cmrosoff@yahoo.com
Michael Babyak, GEPC
Mine Hill
NJ
07803
973-927-6300
*******
New Mexico
Walt Benson
Santa Fe
NM
87114
505-984-2700
walt@santafetrust.com
Barbara Platz
Santa Fe
NM
87501
505-412-1335
barbaraplatz@earthlink.net
Robert D Oehlschlager
Santa Fe
NM
87507
505-984-2700
bob@santefetrust.com
New York
Leo R. Nicotera
Ballston Lake
NY
12019
518-877-6600
nicotera.leo@lpl.com
Arthur M. Sgroi, Jr
East Greenbush
NY
12061
518-477-3626
*******
Beth Ann Mahanger, CFP,
Ithaca
NY
14850
607-257-8500
bam48@cornell.edu
Anne Catalano
Binghamton
NY
13901
607-687-1317
*******
Richard Weiss, GEPC
Mahopac
NY
14850
914-715-1324
rweiss@weissadvisory.com
William E. Uebbing
Jackson Heights
NY
212-715-3237
uebbingw@earthlink.net
North Carolina
Denver C. Jones, Jr, MBA, GEPC, RFC, ECM
Jacksonville
NC
28540
910-347-4611
info@jonescsa.com
La’Tanya D. Afolayan
Elizabeth City
NC
27909
252-335-3966
LDAFOLAYAN@mail.ecsu.edu
Pastor Pearlie F. Smith
Hertford
NC
27944
252-426-3924
pfsmith@simflex.com
Gary L. Williams
Columbia
NC
29223
803-798-7100
garywilliamsinc@bellsouth.net
North Dakota
Myron (Mike) Strand
Fargo
ND
58104
701-492-7361
mstrand@ecawealth.com
Michelle Feland
Fargo
ND
58104
701-492-7361
myron@strand-feland-grande.com
Ohio
J. William Haller
Delaware
OH
43015
740-363-7557
jwhaller@rrohio.com
Philip E. Noble
Sylvania
OH
43560
419-882-2150
pnoble@nwsinc.com
David Bucholtz, CFP
Willoughby Hills
OH
44094
440-944-7070
dave@bucholtzconsulting.com
Robert Keane, CSA
Willoughby Hills
OH
44094
440-944-3600
rck@legendfinancial.com
Lochlainn Ohaimhirgin, CSA
Willoughby Hills
OH
44094
440-944-3600
lou@legendfinancial.com
Paul M. Rodak, CSA
Willoughby Hills
OH
44094
440-944-3600
pmr@legendfinancial.com
Kirk M. Nagel
Shaker Heights
OH
44122
216-921-2592
kirk.nagel@lpl.com
Rhandy Arzaga
Parma
OH
44134
440-570-5633
rhandy4841@yahoo.com
Aaron Smith
Fostoria
OH
44830
419-435-0634
cindrab@thewavz.com
Brian M. Lehner
Tiffin
OH
44883
419-447-1513 x30
brian.lehner@lpl.com
Kevin R. Wichman
Xena
OH
45385
937-374-2002
kevin.wichman@lpl.com
Marc Amato, GEPC
Cleveland
OH
44149
440-572-8780
marmato@ameritech.net
Oklahoma
Michael R. Howard
Tulsa
OK
74103
918-560-0166
mhoward@swstulsa.com
Shane Fidler
Tulsa
OK
74133
918-523-0023
shane.fidler@lpl.com
Seelan Subramaniam, CFP, ChFC, MBA, GEPC
Tulsa
OK
74133
918-459-9861
seelan.subramaniam@lpl.com
John A. Locher, II, GEPC
Tulsa
OK
74170
918-369-8727
johnlocher@juno.com
Perry (Pete) Smith, GEPC
Tulsa
OK
74133
918-523-0900
psfgi@hotmail.com
Oregon
Stephen Kenneth Wilmot
Clackames
OR
97015
503-654-1468
ken@bnlogroup.com
Wayne von Borstel, CLU, ChFC, CFP
Portland
OR
97058
541-296-6669
wayne@vonborstel.com
Constance Beckley
Eugene
OR
97401
541-345-2687
cbeckley@afgweb.com
Bruce H. Bjerke
Florence
OR
97439
541-997-3090
bjerke.bjerke@lpl.com
Sabanna Tucker Bjerke
Florence
OR
97439
541-997-3625
bjerke.bjerke@lpl.com
Tonya L. Thompson
Roseburg
OR
97470
541-440-6868
tonya.thompson@lpl.com
Douglas J. Armstrong
Medford
OR
97501
541-772-0865
douglas.armstrong@lpl.com
Charles Bennett
Clackamas
OR
503-659-9118
cbennett@aigfinancialadvisor.com
Allen Herman
Clackamas
OR
503-659-9118
aherman@aigfinancialadvisor.com
Pennsylvania
Bryan C. Davis
Pittsburgh
PA
15212
412-231-5500
theadvisors@verizon.net
Vance L. Neal
Zelienople
PA
16063
724-452-1744
vance.neal@lpl.com
David A. Scott, J.D.,CLU
Horsham
PA
19044
215-956-8833
scott.david@pennmutual.com
Eva Victor, J.D., LL.M
Horsham
PA
19044
215-956-88915
victor.eva@pennmutual.com
Rhode Island
South Carolina
Nancy Burgess
Easley
SC
864-449-0712
nkburgess@bbandt.com
South Dakota
Tennessee
Ken R. Jones
Cleveland
TN
37311
423-472-5500
kenneth.jones@lpl.com
Jesse L. Dietz
Rogersville
TN
37857
423-272-7699
jesse.dietz@lpl.com
Barry R. Bartlett
Knoxville
TN
37919
865-919-1999
barry.bartlett@lpl.com
Texas
Bill Dendy
Dallas
TX
75240
972-581-3050
bdendy@prosperafinancial.com
J. Russell Armstrong, CFP
Bonham
TX
75418
903-583-2163
russell.armstrong@lpl.com
J. Russell Armstrong, CFP
Commerce
TX
75428
903-886-8050
russell.armstrong@lpl.com
Robert T. Handy
Dickinson
TX
281-335-7609
robert@viaquestfinancial.com
Cynthia A. Dungan
Grapevine
TX
76051
817-424-5062
cynthia.dungan@omniamerican.org
Eric J. Vincent
Decatur
TX
76234
940-627-6111
eric.vincent@lpl.com
David E. Jackson
Wichita Falls
TX
76306
940-855-5337
jfsria@aol.com
Karen Abramski, CPA, CFP, CVA
Houston
TX
77014
281-444-0247
kabramski@aol.com
Charles Dixon, CPA
Houston
TX
77014
281-444-0247
cdixon@dixonco.com
Brent Forrest
San Antonio
TX
78213
800-387-7241
*******
James E. Carroll, III
San Antonio
TX
78258
210-497-0501
jcarroll9@satx.rr.com
Ricardo “Ric” Neaves
Fort Worth
TX
76106
817-625-3911
*******
Steve Thornton
Fort Worth
TX
76106
817-625-3911
Stevethornton@vsrfin.com
Lori Cargile
Midland
TX
79701
432-617-1394
lori@westernnb.com
Mickey Cargile
Midland
TX
79701
432-617-1394
mickeyc@westernnb.com
Utah
Steven L. Price
Magna
UT
84044
801-252-8292
steve@cyprusfinancial.com
Kenneth L. Key
Moab
UT
84532
435-259-4206
Kenny@goldenageresource.com
David C. Handy
Orem
UT
84058
801-224-4848
david@handyfamily.org
Vermont
Virginia
Paul J, Farrell, JD, CLU
Richmond
VA
23230
804-281-6101
paul.farrell@gecapital.com
Kenneth L. (Larry) Cortright, Jr
Colonial Heights
VA
23834
804-504-0000
kenneth.cortright@lpl.com
Robert S. Whitaker
Colonial Heights
VA
23834
804-504-4748
robert.whitaker@lpl.com
Washington
Neal Broidy
Bellevue
WA
98004
425-450-0500
neal.broidy@lpl.com
Marc S. Scharr
Seattle
WA
98199
206-283-7198
marc.scharr@lpl.com
Melissa Matson
Spokane
WA
99208
509-464-2287
mellyhope2003@yahoo.com
Todd Halterman
Kennewick
WA
99336
509-735-4477
todd@assurancerg.com
Travis A. Morrow
Kennewick
WA
99338
509-521-8906
bluewake@msn.com
Shawn G. Webb
Everett
WA
98201
360-658-4789
shawn@assurancerg.com
West Virginia
Wisconsin
Richard Nagel
Mequon
WI
53092
262-478-3000 x108
richard.nagel@lpl.com
Mike Sbonik, CFP, GEPC
Marinette
WI
54143
715-732-1732
mike.sbonik@snbt.com
Kathy A. Ciszewski
Racine
WI
262-619-2718
kciszewski@johnsonbank.com
Wyoming
Top
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