| First | Last | Firm |
| Richard | Adams | CG Financial Services |
| Garrett | Anderson | Anderson Financial |
| TJ | Arcuri | SageView Advisory Group |
| Luka | Arnerich | SageView Advisory Group |
| Alexander G. | Assaley, III | AFS 401(k) Retirement Services, LLC |
| Eric | Blofsky |
HUB International, LLC |
|
Erica |
Blomgren |
CAPTRUST |
|
Jon |
Bratincevic |
Morgan Stanley |
|
Jeff |
Broaddus |
MMA Retirement Services - Southwest Region |
|
Eric |
Brunton |
Merrill Lynch |
|
Brandon |
Budd |
intellicents |
|
Chris |
Burke |
LoVasco Consulting Group |
|
Jason |
Burriss |
Morgan Stanley |
|
Forrest |
Butler |
FSRP |
|
Megan |
Carroll |
Assurance, a Marsh McLennan Agency LLC Company |
|
Rachel |
Carter |
Merrill Lynch |
|
Matt |
Cellini |
Greenspring Advisors |
|
Joseph |
Conzelman |
HUB Retirement & Wealth Management - Houston |
|
Brady |
Dall |
OneDigital |
|
Jake |
Daly |
Newfront Retirement Services |
|
Taylor |
Dance |
GBS Retire |
|
Morgan |
Davis |
NFP |
|
Joe |
DeBello |
OneDigital |
|
Michael |
Duckett |
Creative Planning |
|
Blake |
Faust |
Abbey Street |
|
Derek |
Fiorenza |
Summit Group Retirement Planners, Inc. |
|
Matt |
Fleck |
ProCourse Fiduciary Advisors |
|
Jack |
Fletcher |
Mariner Wealth Advisors |
|
Patrick |
Flint |
CAPTRUST |
|
Thomas |
Ford |
Morgan Stanley |
|
Joseph |
Galbraith |
UBS Financial Services Inc. |
|
Steven |
Gibson |
Rehmann Financial |
|
Chris |
Giovinazzo |
Accelerate Retirement |
|
Matt |
Gist |
HUB Retirement & Wealth Management |
|
Trevor |
Glasgow |
Merrill Lynch |
|
Benjamin |
Gottlieb |
Merrill Lynch |
|
Eugene |
Gurevich |
BayBridge Capital Group, LLC |
|
Quint |
Hall |
Creative Planning LLC |
|
Thomas |
Hardy |
Mariner Wealth Advisors |
|
Matt |
Hedley |
OneDigital |
|
Blake |
Hiett |
HUB International |
|
Sarah |
Hodian |
NFP |
|
Keith |
Huber |
OneDigital |
|
Trey |
Jamison |
Chase Dominion Advisors |
|
Liam |
Johnson |
Financial Directions Group |
|
Doug |
Johnson |
HUB Retirement & Wealth Management |
|
Kameron |
Jones |
NFP |
|
Whitney |
Jones |
Premier Wealth Management |
|
Travis |
Labrie |
Financial Strategies Retirement Partners |
|
Daniel |
Lahiff |
Axial Benefits Group |
|
Mark |
Laughton |
HUB International - Quintes Financial Services |
|
Justin |
Levonyak |
Wintrust Investments, LLC |
|
Benjamin |
Liener |
Merrill Lynch |
|
Dean |
Lysenko |
Marshall & Sterling Wealth Advisors, Inc. |
|
Kevin |
Major |
OneDigital |
|
Alicia |
Malcolm |
UBS Financial Services |
|
Anthony |
McCracken, Jr. |
Newcleus |
|
Casey |
McKillip |
Aldrich Wealth LP |
|
Eric |
McMurdie |
MG Retirement Advisors |
|
Simon |
Micakaj |
Rehmann |
|
Mitch |
Milless |
MMA Retirement Services - Upper Midwest Region |
|
Sarah |
Montoya |
Morgan Stanley - Graystone Consulting |
|
Nate |
Moody |
Lebel & Harriman Retirement Advisors |
|
Brennan |
Moore |
NFP |
|
Mason |
Moore |
Hub International |
|
David |
Morehead |
OneDigital Retirement |
|
Joshua |
Mott |
Morgan Stanley - Graystone Consulting |
|
Stephen |
Mumford, Jr. |
Valley Forge Investment Consultants, Inc. |
|
Kyle |
Nelson |
BerganKDV Wealth Management, LLC |
|
Chad |
Noorani |
BFSG, LLC. |
|
Scott |
Ondek |
SageView Advisory Group |
|
Jason Colin |
Patrick |
Fiduciary Advisors, LLC |
|
Bryan |
Peebles |
Strategic Retirement Partners |
|
Neil |
Plein |
Aldrich Wealth |
|
Duncan |
Purvis |
BHS Financial Services |
|
Cullen |
Reif |
SageView Advisory Group |
|
Rachel |
Rieder |
Valley Forge Investment Consultants, Inc. |
|
Allie |
Rivera |
OneDigital |
|
Adam |
Rivett |
OneDigital |
|
Matthew |
Ryba |
Oakbourne Advisors |
|
Caleb |
Sanderson |
Curi Capital |
|
Richard |
Sauerman |
NFP |
|
Sarah |
Schwartz |
Newfront Retirement Services |
|
Michaela |
Scott |
The Strategic Retirement Benefits Group |
|
Brent |
Sheppard |
Cadence Financial Management |
|
Christopher |
Soto |
Legacy Planning |
|
Brendan |
Speers |
Legacy Planning |
|
Matthew |
Stewart |
NFP |
|
Jeanne |
Sutton |
Strategic Retirement Partner |
|
Alex |
Sylvester |
Shepherd Financial |
|
Gregory |
Tedone |
Strategic Financial Services |
|
Tom |
Tielbur |
Gallagher |
|
Jeremy |
Tollas |
CAPTRUST |
|
Daniel |
Urban |
CAPTRUST |
|
Daniel |
Valenzuela |
Merrill Lynch |
|
Benjamin |
Verhille |
TrueNorth |
|
Jeremy |
Weith |
Sheridan Road, a Division of HUB International |
|
Jenna |
Witherbee |
401(k) Plan Professionals |
|
Ryan |
Zelaski |
NFP |
|
Blade |
Zych |
OneDigital |
