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1980 records found

Organization Name
Telephone
"1A" AAA Financial Planning Institute 800-344-0335
1st Global 214-706-6432
360training.com, Inc. 877-360-6008
A Center for Continuing Education 800-344-1921
A Professional Training Services Company 847-705-3838
A. D. Banker & Company 913-451-1280 (214)
AA Coleman & Robinson National Training Center, LLC 410-989-0559
Abacus Planning Group, Inc. 803-933-0054
Abington Memorial Hospital Foundation
Abrahams Kaslow & Cassman LLP 402-392-1250
Academy of Finance 906-227-1839
Academy of Finance 906-227-2930
Academy of Financial Divorce Practitioners
Accountants Education Services/University of Denver Graduate Tax Program 303-871-6239 (4)
Accredited Investors, Inc 952-841-2220
ACS - Actuarial Consulting Services 856-779-2529
ActiFi 763-550-0111
ActivePortfolioCoach.com, Inc. 208-376-0091
ACU Foundation 325-674-2508
Advanced Regulatory Compliance, Inc. 310-275-7300
Advantage Credit Inc. 303-952-7535
Advice for Advisors, Inc. 214-460-1088
Adviser Compliance Associates, LLC 804-323-7800
Advisor Products, Inc. 516-333-0066 (222)
AdvisorCentric, LLCC 412-441-1272
AdvisorNet Financial, Inc. 612-347-8675
Advisors Asset Management 800-860-3478
Advisors Trusted Advisor 508-359-8216
Advocate Charitable Foundation 847-384-3424
AEDL Consulting Services, Ltd.
AEGON Insurance Group 727-299-1800 x2332
AEI Fund Management, Inc. 651-227-7333
Affordable-Success-FirstChoice-Clientell 949-706-9459 (117)
Ahrens Law Firm, P.C. 717-697-1800
AIG Advisor Group 602-744-3178
AL HEWITT PUBLISHING, INC. 661-945-7050
Alabama Giving 205-313-4827
All Children's Hospital Foundation, Inc. 727-767-4199
Allegany College of Maryland 301-784-5121
Allegheny Investments, Ltd. 412-367-3880
Alliance Advisory & Securities, Inc. 805-371-8020
Alliance of Cambridge Advisors Inc 888-834-6333 (702)
Alliance Pension Consultants, LLC 847-291-9440
AllianceBernstein Investments, Inc 800-334-8322 (5262)
AllianceBernstein Investments, Inc 919-653-5262
Allianz Global Investors Distributors 414-375-3402
Allianz Global Investors Distributors 877-593-3366
Allianz Global Investors Distributors 877-593-3366 (102)
Allianz Life Financial Services, LLC 763-582-6478
Allied Business Group, Inc. 913-897-3599
Allstate 800-334-8322 (5262)
Allstate 919-653-5262
Alpha Group 614-481-6900
Alpha Group 614-481-6900
Alpine Mortgage Planning 949-769-7615
Altegris Investments 858-459-7040
Alzheimer's Association - Greater Cincinnati 513-721-4284 x119
Alzheimer's Association - St. Louis Chapter 314-432-3422
Ambler & Keenan, LLC 303-407-1542
American Academy 973-316-8538
American Academy of Estate Planning Attorneys - California 858-453-2128 (121)
American Bankers Association 202-663-5208
American Cancer Society - Midwest Division, Inc. 800-753-7472
American Cancer Society - National Professional Advisor Network 916-646-6464
American Century Investments 816-340-3097
American College, The 610-526-1357
American CPE, Inc. 817-477-0222
American Endowment Foundation 330-656-1629
American Funds Distributors, Inc 213-615-0452
American General Life Insurance Co 603-236-3300
American General Life Insurance Co 800-711-9484
American Institute of Certified Public Accountants 212-596-6146
American Institute of Financial Gerontology 651-492-8009
American Institute of Financial Gerontology 651-695-8821
American Institute of Financial Studies 732-396-1288
American Law Institute - American Bar Association (ALI-ABA) 215-243-4019
American Red Cross - Bay Area 415-427-8989
American Red Cross - St. Louis Area Chapter 314-516-2782
American United Life Insurance Company 859-692-2263
America's Health Insurance Plans 866-339-3900
Ameriprise Financial Services, Inc. 612-671-4435
Ameritas Life Insurance Corp. 402-467-7134
AMG National Trust Bank 303-486-1454
Angermeier & Rogers, LLP 414-289-9200
Approval Reverse Mortgage 303-771-3528
AQR CAPITAL 203-742-3893
Aquila Distributors, Inc. 800-766-6734
Arabella Philanthropic Investment Advisors 312-345-9033
Arbor Associates 267-852-0222
Arcadia Associates LLC 616-748-5204
Archdiocese of Chicago 312-534-7848
Arkansas Children's Hospital Foundation, Inc. 501-364-1471
Arlington Capital Mortgage 215-591-0222 (1151)
Arnold Jay Barco & Associates 310-407-2880
Arnone, Lowth, Wilson & Leibowitz, Inc. (ALWL, Inc.) 631-423-0505 x308
Arthritis Foundation - Texas Chapter 214-818-0350
Artio Global Investors 212-297-3741
ASAP 310-375-6300
Ascendant Compliance Management 860-435-2255 (100)
Ascensus, Inc. 218-825-5173
Ashar Group LLC 407-772-1818
Ashar Group LLC 407-772-1818 (206)
Ashland University 419-289-5090
Asoapovo Productions, Inc. 505-920-3550
Aspen Partners, Ltd 404-879-5133
ASPPA
ASPPA Benefits Council of Greater Philadelphia
Asset Dedication, LLC 866-535-0897
Asset International, Inc. 203-595-3226
Associate Equity Group 972-751-0700 (202)
Association for Financial Counseling & Planning Education (AFCPE) 614-485-9650
Association Management of Michigan 616-698-7787
Association of Divorce Financial Planners 401-453-5558
Association of Fundraising Professionals, MS Chapter 601-364-5754
Association of Fundraising Professionals, MS Chapter 601-966-5754
Association of Independent Trust Companies 312-223-1611
Atlanta Chapter Society FSP 770-516-0207
Atlanta Chapter Society FSP 770-516-8322
Atlantic Equities and Exchange, Inc. 804-934-0101
Atlantic Trust Private Wealth Management 617-531-6911
Atrium Medical Center Foundation 513-705-4509
Attorney Barry D Siegel 561-929-1968
Aurora Health Care 262-741-2600
Ausdal Financial Partners 563-326-2064
Austin CPA Chapter CPE Foundation 512-445-0044 (107)
AXA Advisors / Robert F. Woodcock 518-373-7304
AXA Advisors South Florida Branch/Domenic Macrina 305-670-3796
AXA Advisors, LLC 703-205-0304
AXA Equitable Life Insurance Company 414-375-3402
AXA Equitable Life Insurance Company 877-593-3366
AXA Equitable Life Insurance Company 877-593-3366 (102)
Axxcess Capital, LLC 949-544-3530 (134)
Ayco Company 518-886-4402
B & M Financial Systems Inc 360-733-6421
B.G. Yolles & Company 860-232-3657
Bachrach & Associates, Inc 858-558-3200
Back Office Advisor LLC 225-751-8009
Back to Basics Income Tax Seminars 920-983-3464
Balch & Bingham, LLP 205-488-5518
Baldwin Haspel Burke & Mayer, LLC 504-569-2900
Ball State University Foundation 765-285-8312
Ballentine Partners, LLC 781-314-1327
Baltimore Chapter, Society of Financial Service Professionals 410-339-6621
Baltimore Estate Planning Council 410-465-7011
BAM Advisor Services LLC 314-743-2246
Bank Of America 866-695-9877
Bank of America - Private Bank 336-271-6184
Baptist Foundation of South Carolina 803-227-6199
BarnesLaw, LLC 229-244-7774
Barnett & McNair PC 214-691-7781
Baron Capital 212-583-2000
Barrons Magazine 212-597-5760
Barry J. Fisher Insurance Marketing, Inc 818-883-8700 (2206)
Bartholomew & Wasznicky, LLP 916-455-5200
Basics & Beyond, Inc. 704-799-0007
Baystate Financial Services 617-585-4502
BB&T Wealth Division 919-716-9042
Beacon Hill Financial Educators 800-588-7039
Behringer Harvard 469-341-2490
Bellatore, LLC 408-998-7712
Bellevue Mutual Mortgage 425-747-6755-
Ben Kaplan's City of College Dreams 555-555-5555
Benefis Healthcare Foundation 406-455-5836
Benefits Administrators & Consultants 303-805-4842
Benson & Case, LLP 303-757-8300 (105)
Bentley University 781-891-2624
Berkshire Taconic Community Foundation 413-528-8163 (115)
Bessemer Trust 732-694-5746
Beta Educational Services, LLC 856-866-1555
BetaVest Technologies, Inc. 770-985-5473
Bethesda Home for Boys 912-344-8803
Bingham, Osborn & Scarborough, LLC 415-781-8535
Bisk Education, Inc. 800-874-7877 x4328
BKD LLP 417-831-7283
BlackRock 609-282-0428
BlackRock West 415-402-4963
Blazek & Associates, PC, LLO 402-496-3432
Blustein, Shapiro, Rich & Barone, LLP 845-291-0011 (232)
BMO Capital Markets GKST Inc 312-845-2031
B'nai B'rith Foundation/B'nai B'rith International 202-857-6565
BNY Mellon Wealth Management 617-722-7281
BondWave LLC 630-517-7014
Boomer Market Advisor Magazine 303-662-5352
Boston University - Center for Professional Education 617-358-2197
Boston University School of Management Executive Leadership Center 617-353-9109
Bowling Green State University 419-372-9446
Branch Banking & Trust Company 336-734-0538
BREGMAN BURT FELDMAN 480-945-1800 (104)
Brett Danko, LLC 609-730-9222
Brian Simpson 214-217-1438
Briggs & Veselka Co. 713-667-9147
Brightworth 770-368-1700
Brinker Capital 800-333-4573 (1106)
Brinton Eaton Wealth Advisors 973-984-3352
Broker Educational Sales & Training, Inc. 800-345-5669
Brokers' Service Marketing Group 401-751-9400 (113)
Brown & Lacallade, P.C. 512-330-9802
Brown & Streza Attorneys At Law 949-453-2900 (144)
Brown & Vogel, Chartered 785-826-2525
Brownson, Rehmus & Foxworth, Inc.
Bryan Ventures, Inc. 651-257-8799
Bryant & Stratton College 716-691-0012 (317)
Bryant University 401-232-6203
BSi Consulting Services, Inc. 407-834-0337
Buckeye Hills - HVRDD 740-373-6400
Budros, Ruhlin & Roe, Inc. 614-481-6900
Budros, Ruhlin & Roe, Inc. 614-481-6900
Bull Path Capital Management 212-520-2650212-520-2556
Business Enterprise Institute 303-321-2242
Butzel Long, PC 313-983-6917
C. Dale Boushley 602-374-7201
Cadaret, Grant & Co. Inc. 315-471-2191
California CPA Education Foundation 650-802-2493
California Institute of Technology 626-395-6810
California Lutheran University 805-493-3980
California Society of Enrolled Agents 916-366-6646
California State University - Fresno 559-278-5646
California State University, Los Angeles Division of Extended Education 323-343-4916
CALIFORNIA TAX INSTITUTE 800-995-1747
Callan Associates Inc. 415-974-5060
Cal-State Exams, Inc. 800-729-0207
Cambio Press LLC 941-480-1119
Cambridge Institute of Insurance 585-377-1361
Cambridge Legacy Group 972-267-8181
Candura Group LLC 781-626-0888
Cannon Financial Institute 706-353-3346
CAPE Education, Inc. 888-227-3331
Capital Financial Group 301-468-0100 (1315)
Capital Investment Counsel, Inc. 303-329-9000
Capstone Asset Management 713-243-6724
Carey Financial, LLC 212-492-1100
Carmel Catholic High School 847-388-3338
Carol A. Wilson 214-303-0142
Carrell Rice Garrett & Van Horn, PC 804-285-7900 (6)
Carroll Financial Associates, Inc. 704-553-8006
Carter Financial Management 214-363-4200
CARTI Foundation 501-296-3406
Carver Financial Services 440-974-0808
Castle Financial 310-454-2255
Catholic Foundation 972-661-9792
CCH Incorporated 800-248-3248
CCI Enterprises 503-652-9036
CCIM Institute 312-321-4473
CE University, Inc. dba CEU.com 800-295-9010
Cedar Rapids Estate Planning Council 319-398-3153
Centennial Estate Planning Council 720-252-6109
Center for Continuing Education - Texas 713-434-5353
Center for Due Diligence 630-662-0284
Center for Fiduciary Studies 412-221-0292 (203)
Central Administrative Services dba Hicks Pension Services 559-241-7390
Central Arizona Estate Planning Council 602-840-2900
Central Florida Estate Planning Council, Inc. 407-621-6271
Central Indiana Chapter Society of Financial Service Professionals 317-844-6268
Central Insurance School 727-540-0005
Central Oregon Estate Planning Council 541-617-6038
Certified Equity Professional Institute, Santa Clara University 408-551-1833
Cetera Financial Group 770-272-9308 (301)
CFA Hawaii 808-396-1605
CFA Institute 434-951-5269
CFA Society of Colorado 303-683-3343
CFM Partners, Inc. 202-364-2380 (250)
CFO Resources LLC 317-507-6834
Chad Stevens 317-208-6340
Chamberlain, Hrdlicka, White, Williams & Martin 713-658-2500
Charles Schwab Help and Guidance Training 317-596-6839
Charter Financial Publishing Network, Inc. 732-450-8866 (27)
Chattanooga Christian Community Foundation 423-266-5257
Cherrington, LLC (American Express, FA) 843-815-4322
Cheshire Health Foundation 603-354-6810
Chester County Estate Planning Council 610-696-8211
Chicago Board Options Exchange 312-786-7760
Chicago Botanic Garden 847-835-6838
Chicago Council on Planned Giving 847-251-1400 (0)
Chicago Estate Planning Council (CEPC) 312-673-4707
Child Serve Foundation, Inc. 515-727-1465
Childrens Bureau, Inc. 317-264-2700 (231)
Children's Healthcare of Atlanta Foundation 404-785-7334
Children's Home Society of Florida Foundation 954-202-3242
Children's Hospital and Health System Foundation, Inc. 888-543-7233
Chris D. Callen, Insurance Agent 614-946-2238
Christian Health Ministires Foundation
Christian Health Ministries Foundation 504-539-7171 (1)
CHRISTIANA BANK & TRUST COMPANY 302-235-1471
Chubb & Son, Inc. 908-572-2693
Cincinnati Bar Association 513-381-8213
Cincinnati Children's Hospital Foundation 513-636-5683
Citigroup Alternative Investment 212-816-3127
City Hospital Foundation 304-264-1223
Clackamas Community College 503-594-3197
Clackamas Community College Foundation 503-936-5350
CLAIRMONT PACIELLO & CO PC 610-354-9275 (223)
Clarfeld Financial Advisors Inc.
Clark & Trevithick 213-341-1340
CLAYMORE SECURITIES, INC. 630-463-4012
Cleveland Society of Financial Service Professionals 216-241-3910
ClientWhys, Inc. 818-338-8700 (224)
CMPS Institute 888-608-9800
CNL Securities Corp. 407-540-2728
CNT Financial 770-517-1223
Cole Real Estate Investments 602-716-8871
Collaborative Association of Brevard 321-638-2299
Collaborative Divorce Association, Inc. 301-459-8200
Collaborative Divorce Training 858-509-9797
Collaborative Law Alliance of New Hampshire 603-842-5525
Collaborative Law Group of San Diego 858-636-7173
Collaborative Practice Northwest 503-350-2314
College Aid Planning Associates Inc. 518-435-9042
College for Financial Planning 800-237-9990
College Savings Foundation 202-223-2631
Colorado Bar Association CLE 303-824-5375
Colorado Society of Certified Public Accountants
Columbia Management 212-850-1463
Columbian Mutual Life Insurance Company 800-347-0960 (7522)
Columbus Bar Association 614-221-4112
Columbus Foundation 614-251-4000
Columbus Life Insurance Company 800-334-8322 (5262)
Columbus Life Insurance Company 919-653-5262
Comer Consulting, LLC 763-540-0711
Comerica 303-671-9777
Commonwealth Financial Network 781-736-7980 (9272)
Communities Foundation of Texas 214-750-4226
Community Foundation - Arizona 602-682-2067
Community Foundation - Berks County 610-685-2223
Community Foundation - Boulder County 303-442-0436
Community Foundation - California 213-452-6266
Community Foundation - California 831-477-0800 (202)
Community Foundation - Central Indiana 317-634-7497 x122
Community Foundation - Collier County 239-649-5000
Community Foundation - East Bay 510-208-0817
Community Foundation - El Paso 915-533-4020
Community Foundation - Fox Valley Region 920-830-1290
Community Foundation - Greater Memphis 901-722-0027
Community Foundation - Gulf Coast of Venice 941-486-4618
Community Foundation - Jacksonville 904-356-4483
Community Foundation - North Central Wisconsin 715-845-9555
Community Foundation - North Florida 850-222-2899 (107)
Community Foundation - Northwest Christian 503-892-6264
Community Foundation - Orange County 949-553-420226
Community Foundation - Parkersburg Area 304-428-4438
Community Foundation - Riverside and San Bernardino 951-684-4194
Community Foundation - Rochester Area 585-341-4337
Community Foundation - Santa Cruz County 213-452-6266
Community Foundation - Santa Cruz County 831-477-0800 (202)
Community Foundation - Sonoma County 707-579-4073 (25)
Community Foundation Alliance, Inc. 812-429-1191
Community Foundation of Northeast Iowa 319-287-9106
Community Foundation of Southwest Louisiana 337-491-6688
Community Foundation of Tampa Bay 813-282-1975 (103)
Community Foundation of the Great River Bend 563-326-2840
Community Foundation of Union County Inc. 937-642-9618
Community Foundation of Wabash County
Community Medical Center Foundation 732-557-3910
Community Tax Law Project 804-358-5855
Community West Foundation 216-476-4044
Comprehensive Business Consulting 828-299-7038
Comprehensive Wealth Management 818-237-5589
Comprehensive Wealth Management 818-841-7870
Comptroller of the Currency 202-874-4672
Comptroller of the Currency 312-360-8907
Conejo Valley Estate Planning Council 818-889-1982
Conference of Southwest Foundations 214-740-1787
Connecticut Department of Banking 860-240-8233
Connell Foley LLP 973-535-0500
Consolidated Educational Services, Inc. 908-272-8870
Constitution Capital Corp 203-222-3334
Continuing Education Insurance School of Florida 800-783-9440
Contryman Wealth Advisors 402-463-6711
Convergent Retirement Plan Solutions, LLC 218-824-4905
Corbett, Duncan & Hubly, P.C. 630-285-0215 (8243)
Corgenius, Inc. 847-882-3491 (2)
Cornerstone Financial Services 877-315-5988
Cornerstone Revolutions, Inc. 503-968-7202
Corpus Christi Estate Planning Council 361-886-6634
Corrigan Financial, Inc. 401-849-9313
Courses 4 CE 973-992-1258
Couzens, Lansky, Fealk, Ellis, Roeder & Lazar PC 248-489-8600
Coventry Center for Financial Professionals 215-233-5100
Covered Bridge Tactical, LLC 215-579-5760
Cox, Hodgman & Giarmarco, PC 248-457-7000
CPE Depot 916-789-9502
CPE Link 800-616-3822 (130)
CPE Solutions, LLC 813-662-3592
CPE World Inc. 866-412-5352
CPElite Inc. 803-749-4012
Cpethink.com 817-239-3632
Crady, Jewett & McCulley, LLP 713-739-7007 (103)
Cramer Law Center, P.L. 904-448-9978
Credit Suisse Asset Management 212-325-7017
Crescendo Interactive Incorporated 800-858-9154
Crestmont Holdings, LLC 541-368-4215
Crone & Mason, PLC 901-683-1850
Crossroads of America Council, Boy Scouts 317-925-1900 x265
CT Trust Counsel, LLC 860-563-5500
Cummings & Lockwood LLC 203-351-4426
CUNA Mutual Group 319-483-2780
Curley Law Firm LLP 781-245-2222
DailyAccess Corporation 781-821-5750
Dallas Estate Planning Council 214-340-8020
Dan Elddine Test 847-727-1433
Daniel P. Seink Co., Ltd. 440-546-0483
Danziger & Markhoff LLP 914-948-1556
David G. Spence, CPA, CFP(R), CLU 540-786-1812
David Hollands & Associates 972-578-2873
David Mitchell 760-741-3106
Davis & Associates, PC 303-670-9855
Dayton CFA Society 937-640-7720
DBJ Associates LLC 610-772-3553
Debt Negotiation Associates and Credit Restoration brokers 239-425-0885
Decision Strategies International, Inc. 610-717-1000
Deener, Hirsch & Shramenko, P.C. 201-343-8788 (203)
Delaware Investments 215-255-1569
Delmarva Planned Giving Council 302-736-7741
Deloitte LLP 312-242-9733
Dempsey & Associates, Inc. 404-266-8761
Dennis M. Sandoval, A Professional Law Corporation 951-787-7711
DePaul University
Dept. of Applied Economics & Statistics - Clemson University 864-656-3479
Designations and Licenses 202-379-2200
DiCicco Financial Products Institute, LLC 561-400-1408
Dimensional Fund Advisors Inc. 310-917-1420
Diversified Trading Institute 251652155
Dividend Capital 303-953-3857
Dolan & Associates, P.C. 303-654-0100
Dorsey Wright Money Management 626-535-0630
Dorsey, Wright and Associates 804-320-8511
Douglas M. Farr & Company Inc. 818-957-0845
Dr. Jan Simpson
DRDA, P.C. 281-954-6040
Dunbar Capital 212-871-0294
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. 858-964-0500
DuPage Community Foundation 630-665-5556
Dutcher & Zatkowsky 585-256-0090 (104)
Eagle & Fein 317-222-1886
East Texas Community Foundation 903-533-0208
Eastern Illinois Estate Planning Council 217-244-7628
Eastern Kansas Estate Planning Council 913-647-1289
Eastern West Virginia Community Foundation 304-234-0353
Eastside Financial Education 585-419-2270
Eaton Vance Distributors Inc.
Ed Slott and Company 603-236-3300
Ed Slott and Company 800-711-9484
Edgewater Funding Inc. 503-805-9185
Education Forum, LLC 303-914-1111
Educational & Memorial Foundation of the Tennessee Society of CPAs 615-377-3825 (102)
Educational Concepts Unlimited, Inc. 618-233-1228
Educational Foundation of the Missouri Society of CPAs 314-997-7966
Educational Services 831-476-7079
Educo, Inc. 800-308-0136
Edward A. Jacobson Associates 608-274-9004
Edward J Harkins 415-461-4116
Edward S. Clay, P.A. 410-296-3358
Eide Bailly LLP 701-476-8308
El Camino Hospital Foundation 650-988-7687
Elder Law Practice of Timothy L. Takacs 615-824-2571
Elkhart County Community Foundation 574-295-8761
Emerging Information Systems Inc. 204-943-3474 (3736)
EmployShare, Inc. 888-601-7293
Enterprise Insurance Training, Inc. 410-766-8118
Entrust 775-850-9110 (305)
Entrust Administration Services, Inc 407-367-3472
Entrust New Direction 303-546-7930 (151)
Envestnet Asset Management 212-642-7426
Environmental Defense Fund 212-616-1207
EPCNNJ 973-244-4152
EquityReach Mortgage Solutions 805-202-2100 (103)
Essential Knowledge 913-262-9700
Estate and Financial Planning Council - Southern New Jersey 856-795-0551
Estate Planning Council - Bergen County 973-237-4323
Estate Planning Council - Birmingham 205-541-9945
Estate Planning Council - Boston 617-266-1919
Estate Planning Council - Boulder County 303-449-5522
Estate Planning Council - Brevard County 321-724-1888
Estate Planning Council - Broward County 954-370-0041
Estate Planning Council - Central Illiana 812-238-6234
Estate Planning Council - Central Texas 512-473-4934
Estate Planning Council - Cincinnati 513-554-3062
Estate Planning Council - Cincinnati 513-554-3071
Estate Planning Council - Cincinnati 513-554-3074
Estate Planning Council - Diablo Valley 925-686-4819
Estate Planning Council - Duke University 919-681-8030
Estate Planning Council - East Bay 925-686-4819
Estate Planning Council - East King County 206-524-0136
Estate Planning Council - Eastern New York, Inc. 518-458-7774
Estate Planning Council - Elkhart County 574-235-2133
Estate Planning Council - Greater Miami 305-448-8882 (206)
Estate Planning Council - Greenville 864-370-6714
Estate Planning Council - Heart of Texas 254-776-8182
Estate Planning Council - Inland Empire 909-884-4886
Estate Planning Council - Lower Fairfield County 203-255-9993
Estate Planning Council - Martin County 772-286-5426
Estate Planning Council - Naples 239-213-6134
Estate Planning Council - Northeast Florida 904-573-0213
Estate Planning Council - Northeast Wisconsin 920-432-1400
Estate Planning Council - Northern Nevada 775-324-7244
Estate Planning Council - Northwest Washington 360-715-3100
Estate Planning Council - Palm Beach County 561-383-3203
Estate Planning Council - Portland 503-416-6153
Estate Planning Council - Red River Valley 701-239-8606
Estate Planning Council - San Luis Obispo County 805-541-2800
Estate Planning Council - Southern Oregon 541-773-8987
Estate Planning Council - Southern Tier New York, Inc.
Estate Planning Council - Spokane 509-838-4175
Estate Planning Council - Tri Valley 925-686-4819
Estate Planning Council - Tri-Cities 423-461-1750
Estate Planning Council - Tulare-Kings Counties 559-622-3011
Estate Planning Council - Western Kansas 785-628-5888
Estate Planning Council of Chattanooga 423-757-0487
Estate Planning Council of Cleveland 216-696-1228
Estate Planning Council of Mississippi 601-856-0703
Estate Planning Council of Mobile, Inc. 251-690-1421
Estate Planning Council of North Georgia 770-516-0207
Estate Planning Council of North Georgia 770-516-8322
Estate Planning Council of North Texas 214-340-8020
Estate Planning Council of Northern Utah
Estate Planning Council of Rochester 585-586-6906
Estate Planning Council of Southwest Washington 503-416-6153
Estate Planning Council of St. Louis 314-432-4447
Estate Planning Council of St. Louis 314-432-4689
Estate Planning Council of St. Louis 314-520-3564
Estate Planning Council of the Fun Coast 386-258-2565
Estate Planning Council of the Lehigh Valley 856-234-0330
Estate Planning Council of Weber Davis 435-752-6496
Estate Planning Law Center LLC 860-236-1111
Evansville Bar Association 812-426-1712
Evensky & Katz Wealth Management 305-448-8882 (206)
EverBank Advisor Services Group 904-279-7169
Evergreen Investment Services, Inc. 800-334-8322 (5262)
Evergreen Investment Services, Inc. 919-653-5262
Excel Training, Inc. 651-304-3350
Exchange Analytics Inc. 847-266-7602
Exchange Authority, LLC 978-433-6061
Executive Financial Services, Inc. 901-259-7980
Executive Insurance Agency, Inc. 330-576-1234 (3339)
Executor's Resource, Inc. 303-444-5149 (1)
Exemplar Financial Network 815-459-4550 (121)
EXETER 1031 EXCHANGE SERVICES, LLC 619-615-4208
Exit Planning Institute 847-458-2124
Fairview Foundation 612-672-7779
Family Legacy Fund 510-428-3885 (5233)
Family Legacy Planning Specialists 319-404-4260
Family Office Exchange, LLC 312-327-1211
Family Wealth Advisors Council 714-953-1232
Family Wealth Alliance, LLC (Alliance U) 630-684-2210
FamilyOfficeNetwork, LLC 866-801-1553 (2)
Farr & Associates Insurance Services, LLC 805-644-3500
Father Maloney's Boys' Haven 502-458-1171 (108)
FED FRIDAY
Federal Seminars and ChFEBC, Inc. 800-696-3505
Federated Investors 412-288-8414
Ferris & Associates, PC 757-220-8114
Fidelis Mortgage, LLC 410-668-6501
Fidelity Investments 800-334-8322 (5262)
Fidelity Investments 919-653-5262
Fidelity Investments Institutional Services Co., Inc. 877-297-2950 (6276)
Fidelity Investments Life Insurance Company 617-392-2687
Fidelity Registered Investment Advisor Group 617-563-0033
Fiduciary Education Center, LLC
Fiduciary Education Foundation 814-536-7741 (2)
Financial Advisors Legal Association 603-236-3300
Financial Advisors Legal Association 800-711-9484
Financial Awakenings, LLC 605-343-1400
Financial Conversations With Heart 408-225-1260
Financial Conversations/Business by Design 480-777-8876
Financial Divorce Association, Inc. 303-774-1225
Financial DNA Resources, Inc. 770-274-0311
Financial Educators LLC 407-647-4884
Financial Life Planning Institute
Financial Network Investment Corporation - Pasadena Region 626-795-8896 (16)
Financial Network Investment Corporation - West Region 310-257-7552
Financial Planning - On Wall Street 212-803-8796
Financial Planning Institute, LLC 720-529-1888
Financial Service Standards, LLC 412-977-9304
Financial Services Institute, Inc. 770-980-8480
Financial Services Training, Inc. 888-989-9886
Financial Supermarkets, Inc. 973-427-0065
FinancialCampus.com 603-236-3300
FinancialCampus.com 800-711-9484
Finkel Whitefield Selik 248-855-6500
FIRE Solutions, Inc. 415-869-9036
First Affirmative Financial Network 719-636-1045 (111)
First American Funds 612-303-3048
First Command Financial Planning 817-569-2414
First Mercantile Trust Company 901-260-9005
First Tennessee Bank 901-818-6255
First Trust Portfolios 630-765-8609
First Union Wachovia 908-598-3021
First Western Trust Bank 303-531-8100
Fixed Income Management Group, Inc. 631-622-3380
Fleeson Gooing Coulson & Kitch 316-267-7361
Florida Bankers Association 850-224-2265
Florida Bankers Association - Trust, Asset Management and Private Banking Division 850-224-2265
Florida Bar Real Property, Probate, and Trust Section 850-561-5619
Florida Community College at Jacksonville - Institute for Financial Studies 904-381-3772
Florida Hospital Waterman Foundation 352-253-3333
Florida Institute of CPAs 850-224-2727
Florida School of Insurance 813-641-8077
Florida West Coast Public Broadcasting, Inc 180-044-22404
FMT Solutions 800-430-7016
FMV Opinions, Inc. 949-759-4499
Focus Financial Partners, LLC 646-519-2456
Forbes 202-487-7714
Forbush Legal 719-473-6654
Forefield, Inc. 508-630-1139
Forensic CPA Society 509-448-9318
Fort Wayne Estate Planning Council 260-927-1830
Forte' Coaching, Inc. 952-920-2638
Fortigent, LLC 301-816-1202
Forward Management 415-869-6300
Foulston Siefkin LLP 316-267-6371
Foundation for Accounting Education 212-719-8365
Foundation for Santa Barbara City College 805-730-4411
Foundation for the Carolinas 704-973-4582
Foundation Fresno Rescue Mission, Inc. 559-268-0839 (201)
Foundation of The Greater Miami Jewish Federation 305-576-4000 x352
Foundation of The Greater Miami Jewish Federation 786-866-8625
Foundation Source 203-319-3721
FPA - Ark La Tex Chapter 318-286-2278
FPA - Arkansas Chapter 501-450-5835
FPA - Austin Chapter
FPA - Baton Rouge Chapter 225-337-0976
FPA - Broward County (Florida) 954-370-0041
FPA - Central California Chapter 559-323-5555
FPA - Central Florida 407-814-9905
FPA - Central Ohio Chapter 513-554-3063
FPA - Central Ohio Chapter 877-688-8807
FPA - Central PA Chapter 717-515-8016
FPA - Central PA Chapter 717-668-2703
FPA - Central Virginia Chapter 804-749-8149
FPA - Charlotte Chapter 704-553-7220
FPA - Colorado Chapter 303-450-0515
FPA - Connecticut - Fairfield County Chapter 203-469-5039
FPA - Connecticut - Fairfield County Chapter 877-777-0600
FPA - Connecticut - Greater New Haven Chapter 203-453-3458
FPA - Connecticut Chapter 203-469-5039
FPA - Connecticut Chapter 877-777-0600
FPA - Connecticut Valley 860-721-1060
FPA - Connecticut Valley 888-597-6575
FPA - Dallas/Ft. Worth Chapter 732-596-9399
FPA - East Bay California Chapter 925-935-9691
FPA - East Tennessee Chapter 865-216-7645
FPA - Financial Planning Association 800-322-4237 (7315)
FPA - Georgia Chapter 770-516-0207
FPA - Georgia Chapter 770-516-8322
FPA - Gold Coast Chapter 813-814-1630
FPA - Gold Coast Chapter 813-854-3759
FPA - Gold Coast Chapter 813-855-1017
FPA - Gold Coast Chapter 866-730-4530
FPA - Gold Coast Chapter 999-999-0000
FPA - Greater Cincinnati Chapter 513-554-3063
FPA - Greater Cincinnati Chapter 877-688-8807
FPA - Greater Hudson Valley Chapter 203-469-5039
FPA - Greater Hudson Valley Chapter 877-777-0600
FPA - Greater Indiana Chapter 317-844-6268
FPA - Greater Kansas City Chapter 913-381-4458
FPA - Greater New Orleans Chapter 866-730-4530
FPA - Greater New Orleans Chapter 999-999-0000
FPA - Greater New Orleans Chapter 813-814-1630
FPA - Greater New Orleans Chapter 813-854-3759
FPA - Greater New Orleans Chapter 813-855-1017
FPA - Greater Phoenix Chapter 480-483-9035
FPA - Greater Rochester New York Chapter 585-410-1462
FPA - Gulf States Chapter 813-814-1630
FPA - Gulf States Chapter 813-854-3759
FPA - Gulf States Chapter 813-855-1017
FPA - Gulf States Chapter 866-730-4530
FPA - Gulf States Chapter 999-999-0000
FPA - Hampton Roads Chapter 757-277-6150
FPA - Hawaii Chapter 808-394-3451
FPA - Houston Chapter 713-518-1785
FPA - Idaho 208-559-7088
FPA - Illiana Chapter 219-322-9932
FPA - Illinois Chapter 847-244-3691
FPA - Iowa Chapter 515-987-8344
FPA - Kansas Society 316-218-0729
FPA - Kentuckiana Chapter 502-426-7577
FPA - Long Island Chapter 516-542-2004
FPA - Los Angeles Chapter 818-558-3908
FPA - Maryland Chapter 410-833-9200
FPA - Massachusetts Chapter 978-597-2799
FPA - Miami-Dade Chapter 786-390-7655
FPA - Michigan Chapter 248-446-8909
FPA - Middle Tennessee Chapter 615-473-1450
FPA - Mid-Oregon Chapter 541-284-9855
FPA - Mid-South Chapter 901-853-9420
FPA - Minnesota Chapter 763-781-1212
FPA - Mississippi Chapter 601-981-9834
FPA - Monterey Bay Chapter 831-661-0821
FPA - National Capital Chapter 703-620-1712
FPA - NE Ohio Chapter 440-899-5055
FPA - NE Wisconsin Chapter 920-757-6460
FPA - Nebraska Chapter 402-397-0280
FPA - New Jersey Chapter 877-773-7265
FPA - New York Chapter 877-773-7269
FPA - North Alabama Chapter 205-978-3939
FPA - Northeast Florida 813-814-1630
FPA - Northeast Florida 813-854-3759
FPA - Northeast Florida 813-855-1017
FPA - Northeast Florida 866-730-4530
FPA - Northeast Florida 999-999-0000
FPA - Northeastern New York Chapter 518-458-7774
FPA - Northern California Chapter 916-443-4237
FPA - Northern Nevada 775-849-1969
FPA - Northern New England Chapter 603-647-5432
FPA - Orange County Chapter 714-593-2312
FPA - Orange County Society 714-953-1232
FPA - Oregon & SW Washington Chapter 503-286-8350
FPA - Philadelphia Tri-State Chapter 215-295-0729
FPA - Pittsburgh Chapter 412-653-1054
FPA - Puget Sound Chapter 206-686-4372
FPA - Rhode Island Chapter 401-863-8639
FPA - San Antonio and South Texas Chapter 210-822-6600
FPA - San Diego Chapter
FPA - San Francisco Chapter 877-260-3218
FPA - San Gabriel Chapter 626-915-4545
FPA - Silicon Valley Chapter 650-283-6274
FPA - South Carolina Society 843-918-7607
FPA - Southern Arizona Chapter 520-722-3389
FPA - Southern Colorado Chapter 719-477-9883
FPA - Southern Nevada 702-473-1153
FPA - Southern Wisconsin Chapter 414-358-9260
FPA - Southwest Florida Chapter 941-637-7526
FPA - Spokane Chapter 509-328-5627
FPA - SunCoast 813-814-1630
FPA - SunCoast 813-854-3759
FPA - SunCoast 813-855-1017
FPA - SunCoast 866-730-4530
FPA - SunCoast 999-999-0000
FPA - Tampa Bay Chapter 813-814-1630
FPA - Tampa Bay Chapter 813-854-3759
FPA - Tampa Bay Chapter 813-855-1017
FPA - Tampa Bay Chapter 866-730-4530
FPA - Tampa Bay Chapter 999-999-0000
FPA - The Triangle 919-518-6812
FPA - Tulsa Chapter 918-388-2000 x104
FPA - Utah Chapter 801-979-1484
FPA - Ventura County 805-388-8784
FPA - West Texas Chapter 806-742-5050 (231)
FPA - West Valleys Chapter 805-498-6983
FPA - Western New York Chapter 716-688-3096
FPA NorCal Conference 650-851-4414
FPA of Central New York (FPACNY) 315-234-8862
FPA of Greater St. Louis 314-997-3390
Franklin Community Health Network Foundation Office 207-779-2471
Franklin Templeton 727-299-4068
Freed-Hardeman University 615-330-6751
Frontier Asset Management, LLC 307-673-5675
Fund Evaluation Group 513-719-5139
Future Financial Planners, Inc. 732-888-5154
GAM USA Inc. 212-407-4602
Garrett Financial Education Alliance 866-515-1657
Garrett Planning Network, Inc. 913-268-1500
Gary A. Morris 214-363-4949
Gear Up, Inc. 817-252-4253
Geiger Law Office, P.C. 760-448-2220
Gelbwaks Insurance Services 954-236-9999 (102)
GEM Research Solutions 609-818-0899
Genesis HealthCare Foundation 740-454-5052
Genworth Financial Investment Services, Inc. 847-330-7938
Genworth Financial Wealth Management, Inc. 925-521-2204
George Weiss Insurance School 732-251-2900
Georgia Association of Insurance & Financial Advisors, Inc. 770-455-4459
Georgia GOAL Scholarship Program, Inc. 770-714-1969
Georgia Society of Certified Public Accountants, Inc. 404-504-2946
Georgian Court University 732-987-2105
Giarmarco, Mullins & Horton, P.C. 248-457-7204
Gibson Capital Management 916-922-9999
Gift Planning Council of New Jersey 732-987-2105
Gillette Children's Hospital Foundation 651-229-1720
GivingPoint 701-364-4001
Global CPE 800-460-4110
GNA Corporation 800-334-8322 (5262)
GNA Corporation 919-653-5262
Golden City Professional Studies 626-457-8836
Golden Empire Mortgage 909-598-7800 (103)
Golden Gate University 415-442-6584
Goldleaf Partners 218-824-6119
Goldman Sachs 212-855-9768
Goodman & Company, LLP 804-474-1206
Goodwill Industries of Orange County 714-547-6308 (559)
Gorman Health Group, LLC 303-349-4044
Grady Cash Associates 615-255-5941
Grant, Hinkle & Jacobs 858-350-4000
Greater Cincinnati Planned Giving Council 513-554-3062
Greater Cincinnati Planned Giving Council 513-554-3071
Greater Cincinnati Planned Giving Council 513-554-3074
Greater Middlesex/Somerset Estate Planning Council 908-526-6363 (3310)
Greater Milwaukee Foundation 414-336-7064
Greater Naples Area Planned Giving Council 239-732-3718
Greater New Jersey Estate Planning Council Inc. 201-391-2904
Greater North Shore Estate Planning Council 312-756-1111
Greater Tacoma Community Foundation 253-383-5622 (102)
Green Arrow Distributors, LLC 815-338-9387
Greene Consulting Associates LLC 404-324-4600
Greening Law Firm, P.C. 512-476-0888
Greenwich Carbon LLC 203-531-7064
Gresham Partners, LLC 312-960-0229
Griffin Capital Securities, Inc. 678-704-6236
Gronich Wealth Management, Inc 212-840-1310
Group Benefit Services, Inc 443-541-9712
Grubb & Ellis Equity Advisors 714-975-2837
Guardian Life Insurance Company of America 413-395-4650
GuideStone Financial Resources 214-720-6420
Gulfcoast Education Center of Florida, Inc. 813-961-5425
H C Denison Company 920-457-9451
HalfMoon LLC 715-835-5900
Halftime 404-242-1109
Hampton Roads Estate Planning Council 757-428-6634
Hancock County Community Foundation 317-462-8870
HARGRAVE & ASSOCIATES LLC 951-684-0527
Harold C. Brown & Company, LLC 716-854-2500
Harriet Dickstein 949-661-2980
Harris Private Bank 312-461-2772
Hartford Life Distributors, LLC 800-523-7798 (35174)
Hartford Life Insurance Company - Individual Life Sales 860-843-8758
Hartford Life Insurance Company - RPG Marketing 800-334-8322 (5266)
Hatteras Funds 919-846-2324
Hawaii Tax Institute Foundation 808-540-3931
HBK Sorce Financial LLC 814-836-5776 (1745)
HD Vest Financial Services 972-870-6645
Health Insurance CE 866-860-7662
Health Savings Administrators 804-378-7756
HealthCare Benefit Services, Inc. 303-973-6636
Heartland Institute of Financial Education 303-597-0197
Hebrew Home of Greater Washington 301-770-8342
Helen Woodward Animal Center
Hewins Financial Advisors, LLC 608-661-2643
Hicks Higuchi Corporation dba Hicks Pension Services 808-521-9494
HighMark Funds 213-236-6676
HighMark Funds 617-543-5698
HighPoint Law Offices, P.C. 215-997-9773
Hines Real Estate Investments 713-966-7718
Hirtle Callaghan & Co. 610-828-7200
HLP Agency, LLC 440-951-8200
Hodges Capital Management 214-665-9124
Homrich Berg 404-264-1400
Hondros College 614-508-7212
Honkamp Krueger & Co, P.C. 563-875-7777
Honkamp Krueger Financial Services, Inc. 563-582-2855
Hoopis Financial Group 847-663-7187
Hoosier Hills Estate Planning Council 812-376-3061
Horsesmouth 360-647-0200
Hospice of Palm Beach County Foundation 561-494-6886
Hospice of Santa Cruz County 831-430-3073
Houston Business and Estate Planning Council 713-435-5044
Houston Estate & Financial Forum 713-526-5331
HS Dent Advisers Network 813-341-6874
HSA Consulting Services, LLC 202-747-4467
HSBC 212-525-8010
Hudson Valley Financial Professionals 845-485-5800
Hufford Financial Advisors, LLC 317-848-4987
Icon Securities Corp. 212-418-4734
Ilene L. McCauley, Ltd. 480-296-2036
Illinois Certified Public Accountant Society 312-993-0407 (233)
Imperial Training Services, Inc. 800-835-5314
Independent Insurance Agents of New Mexico 505-843-7231
IndexUniverse 646-827-4603
Indian River Community Foundation 772-492-1407
Indiana Association of Insurance and Financial Advisors 317-844-6268
Indiana Bankers Association 317-387-9380
Indiana Continuing Legal Education Forum 317-637-9102
Indiana CPA Society 317-726-5015
Indiana University - School of Continuing Studies 812-855-8888
Informa Investment Solutions, Inc. 914-509-1586
ING Life Insurance 612-342-7070
ING USA Annuity and Life Insurance Company 800-334-8322 ext 5249
ING USA Annuity and Life Insurance Company 919-653-5249
InKnowVision, LLC 630-596-5090 (85)
Inland Real Estate Investment Corporation 800-826-8228 (2834)
Institute for Divorce Financial Analysts 800-875-1760
Institute for Financial Markets 202-223-1528
Institute for Private Investors 212-693-1300
Institute of Business and Finance 858-866-1700
Institute of Consumer Financial Education 619-239-1401
Institute of Continuing Legal Education in Georgia 706-389-7701
Insurance & Financial Leaders of Georgia 770-516-0207
Insurance & Financial Leaders of Georgia 770-516-8322
Insurance & Securities School of Colorado 303-432-3547
InsuranceStudy 866-339-3900
Integrated Retirement Initiatives 877-731-3947
Integrated Trust Systems
INTEGRIS Foundations 405-951-5044
Integrity Life Settlements, LLC 973-275-1110
Interactive Advisory Software 770-951-1161 x3016
InterFace Conference Group 404-832-8262
Internal Revenue Service 202-622-6691
International Association of Advisors in Philanthropy 860-721-1060
International Association of Advisors in Philanthropy 888-597-6575
International Association of Registered Financial Consultants 513-424-1656 (14)
International Foundation for Retirement Education 800-334-8322 (5262)
International Foundation for Retirement Education 919-653-5262
International Foundation of Employee Benefit Plans 262-373-7642
International Productivity Systems 714-368-3650
International Society of Certified Employee Benefits Specialists 262-373-7642
Intuition Publishing 212-686-8827
Invesco Dist 713-214-1671
Invesco Funds Group Inc. 713-214-1671
Investment Advisor Group 732-276-2667
Investment Advisors & Consultants Inc. 908-272-1890
Investment Banking Institute 212-380-7027
Investment Centers of America 701-250-3300
Investment Management Consultants Association (IMCA) 303-850-3066
Investment Program Association
Investment Property Exchange Services, Inc. 215-732-0502
Investment Property Exchange Services, Inc. - Midwest Region
Investment Property Exchange Services, Inc. - Southeastern Region 904-461-9977
Investment Recovery Advocates, PLLC 405-778-8484
InvestmentNews 212-210-0184
INVESTools Inc. 800-204-7143
Investors OnTrack Inc. 850-934-6300
Iowa Society of CPAs
Iowa State University Foundation 515-294-4407
Iowa Trust Association 515-286-4352
IPS AdvisorPro® 330-724-7145
J. R. Hastings 415-459-6635
Jackson National Life Insurance 414-375-3402
Jackson National Life Insurance 877-593-3366
Jackson National Life Insurance 877-593-3366 (102)
Jan 04 CE Sponsor Test 555-555-5555
Janney Montgomery Scott LLC 215-665-6150
Jarvis & Mandell, LLC 212-642-4808
Jefferson National Financial 212-220-5862
Jeffrey Green/Laserfiche 562-988-1688 x125
Jennings Advisory Group, LLC 812-418-0437
Jewish Community Board - Akron 330-835-0004
Jewish Community Federation - San Francisco, the Peninsula, Marin and Sonoma Counties 415-512-6217
Jewish Community Foundation - Broward County 954-370-0041
Jewish Community Foundation - Greater Kansas City 913-327-8122
Jewish Community Foundation - Houston 713-729-7000
Jewish Community Foundation - South Palm Beach County 561-852-6058
Jewish Community Foundation - Southern New Jersey 609-751-9500
Jewish Community Foundation of MetroWest NJ 973-929-3039
Jewish Federation - Atlanta 404-870-1623
Jewish Federation - Atlanta 404-874-0101
Jewish Federation - Greater Indianapolis 317-726-5450
Jewish Federation - Greater Philadelphia 215-832-0868
Jewish Federation - Metropolitan Chicago 312-357-4852
Jewish Federation - Palm Beach County 561-242-6672
Jewish Federation of Cleveland 216-566-9200 (506)
Jewish Federation of Greater Atlanta 404-870-1623
Jewish Federation of Greater Atlanta 404-874-0101
Jim Garrison d/b/a Carolina Mortgage Academy 704-488-5020
JMG Financial Group, LTD.
John Carroll University 216-397-4315
John F. Kennedy School of Government 617-495-1174
John Hancock Academy 800-908-6008
John Hancock Mutual Life Insurance Company 603-236-3300
John Hancock Mutual Life Insurance Company 800-711-9484
John W. Mee, Jr. 405-848-9100
Johnson Bank 608-250-7228
Johnson County Health Foundation
Johnson, Gasink & Baxter, LLP 757-220-9800
Joint Charities Consortium 312-346-4675 x257
Jones, Foster, Johnston & Stubbs, P.A.
JoycePayne Partners 804-358-2702
JP Morgan Asset Management 212-648-2583
JPMorgan Private Banking 212-464-1554
Julia R. Lovorn P.C.
July Business Services 320-257-8107
Kansas Society of Certified Public Accountants, Inc. 800-222-0452
Kansas State University - Cooperative Extension Service 785-532-1504
Kaplan Financial Education 608-779-5599 (2444)
Kaplan Professional Schools 651-641-1000
Kaplan University 720-554-8700
Karen Brady, PC 303-420-2863
Karen Weisgerber, PhD 617-630-1919
Katz, Abasch, Windesheim, Gershman & Freedman, PA 410-828-6432 (6518)
KBS Capital Markets Group 949-717-6247
Keeley Asset Management Co. 800-533-5344
Keir Educational Resources 212-354-7164
Keith Hazelwood, Esq. 832-326-1110
KendallTodd 919-688-8223
KESDEE Inc. 858-558-8118
Key Capital Corporation 727-586-2445
Kidder Benefits Consultants, Inc 515-254-1178
Kingdom Advisors 404-497-7676
Kinkade Investment Boutique, LLC 610-558-8268
Kirkland, Thomas, Watson & Dyches, LLC 803-463-0181
Kirkwood Community College 319-398-5525
Kirsten Howe, Attorney at Law 925-943-2740
Kitces.com 410-995-6630 (506)
Klatzkin & Company LLP 609-890-9189 (3135)
Klontz Coaching & Consulting LLC 312-550-1522
Knox McLaughlin Gornall & Sennett, P.C. 814-459-2800 (299)
Knoxville Chapter, Society of Financial Service Professionals 865-577-5959
Kovitz Investment Group, LLC 312-334-7312
KSU Foundation 785-532-7539
Kurland Financial Services 410-484-6282
L.I.F.E. Services LLC 800-281-0198
Lafayette Life Insurance Company 765-477-7411
Laird Norton Tyee 206-464-2526
Lakeland Regional Medical Center Foundation, Inc. 863-687-1296
Lancaster County Community Foundation 717-397-1629 (108)
Land Grant University Tax Education Foundation, Inc. 541-466-5540
Landmark Financial Advisory Services, LLC 585-381-2390
Larry Larsen's Eagle Education 303-791-0398
LarsonAllen LLP 612-376-4781
Laserfiche 562-988-1688 (191)
Lassus Wherley 908-464-0102
Law Office Eric Brauer/Lifeslastneeds.com 215-953-9100
Law Office of Janet L. Brewer 650-325-8276
Law Office of Paul Mitchell, LLC 303-338-9800
Law Office of Robert C. Pittman 253-471-9779
Law Office of Steven R. Owens, PC 720-529-9800
Law Offices of Alice Reiter Feld 954-726-6602
Law Offices of Donald D. Vanarelli 908-232-7400
Law Offices of Hoyt & Bryan, LLC 407-977-8080
Law Offices of Jeffrey A. Asher, PLLC 212-561-3616
Lawline.com 646-448-3275
Lawrence & Pearson Associates 518-374-5726
Lawrence Association of Insurance and Financial Advisors 785-841-4664
Layman, D'Atri and Associates, LLC 330-493-8833
Lazard Asset Management 212-632-2676
LDS Philanthropies 801-422-7205
Legg Mason Investor Services, LLC 203-890-7570
Lehigh Valley Chapter of the National Association of Insurance and Financial Advisors - Lehigh Valley 856-234-0330
Lennick Aberman Group 612-333-8791
Lexington Chapter of Society of Financial Service Professionals 859-252-0225
LifePlan Financial Group, Inc. 937-449-0345
Lincoln Financial Advisors - Ohio 513-745-7090
Lincoln Investment Planning, Inc.
Lincoln National Life Insurance Co. - CT 414-375-3402
Lincoln National Life Insurance Co. - CT 877-593-3366
Lincoln National Life Insurance Co. - CT 877-593-3366 (102)
Lindner Capital Advisors 770-977-7779
Linscomb & Williams 713-840-1000 (235)
Lipper 646-223-4150
Lipscomb University 615-966-5251
Litman/Gregory Analytics LLC 925-254-8999
LJH Global Investments, LLC 239-403-3030
LJL Funding 619-704-0157
Lloyd Institute 412-454-0225
Loehr Consulting, LLC 603-662-2836
Loma Linda University Financial Advisors 909-558-4535
Lord Abbett 201-395-2468
Loring Ward Advisor Services, a division of LWI Financial Inc. 212-907-8051
Lorman Education Services 715-833-3940
Louisville Christian Foundation, Inc. 502-253-1385
Love Field Financial 214-796-7835
Loveland Consulting 952-746-1106
Low Load Insurance Services, Inc. 813-902-0002
Loyola High School of Los Angeles 213-381-5121 (115)
LPL Financial Services 704-733-3970
LTC Connection, LLC 888-582-3750 (4)
LTCA, Inc. 317-782-3222
LTCiTraining.com, LLC 877-603-2771
M Financial Group 503-414-7450
M. Lee Smith Publishers LLC 615-661-0249 (8032)
MacCorkle Insurance Service 652277260
Madison County Community Foundation 765-644-0002 (11)
MAI Wealth Advisors, LLC 216-920-4827
Main Street Financial Group, Inc. 828-859-9252 (112)
Main Street Management Company 203-265-9778
Maine Association of Student Financial Aid Administrators 207-725-3144
Maine Chapter Society of Financial Service Professionals 207-885-0005
Maine State Bar Association 207-622-7554
Make-A-Wish Foundation of Missouri, Inc. 314-590-0001
Malcolm A. Makin 401-596-2800
Man Investments 312-881-6874
Manulife Financial - Boston 617-572-0289
Marcus Evans Ltd. 246-417-5326
Marin Community Foundation 415-464-2535
Market Technicians Association 646-652-3300
MarketCounsel, LLC 201-705-1200
Marsh Private Client Services 555-555-5555
Marsh USA c/o Kaplan Financial 608-779-5599 (2444)
Marshall County Community Foundation, Inc. 574-935-5159
Martin County Community Foundation 772-288-3795
martin county community foundation 772-288-3795
Martin County Estate Planning Council, Inc. 772-222-8208
Martin Financial Group 609-356-1500 (240)
Martin Luther College 877-652-1995
Martin M. Shenkman, PC 201-845-8400
Mary Carter Financial Services 904-246-0346
Maryland Association of CPAs 443-632-2307
Maryland Society of Accountants, Inc. 410-876-5998
Mason Investment Advisory Services, Inc. 703-716-6000
Mass Mutual Life Insurance Company 413-744-1209
Massachusetts Certified Public Accountants South Shore 781-784-7967
Massachusetts Society of CPAs 617-556-4000 (400)
Massachusetts Society of Enrolled Agents 800-342-0031
Mastrapasqua Asset Management 813-792-2585
Matthews International Capital Management, LLC 415-984-5395
MBCH Professional Development Institute 314-739-6811 (315)
McDevitt & Kline, LLC 215-990-0781
McDowall Cotter 650-572-7933
MCEPC 330-764-7270
McLaughlin Research Institute for Biomedical Sciences 406-454-6009
McLean Estate Planning Council 703-288-2941
McManus & McManus PA 727-584-2128
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP 214-749-2411
Medical University of South Carolina 843-792-0002
MEDS-PDN 715-836-9770
Memorial Medical Center Foundation 562-933-4483
Menorah Park Center for Senior Living 216-595-7324
Menorah Park Foundation 216-595-7324
Mercer Advisors 480-588-9004
Mercer County Estate Planning Council 212-969-1288
Merk Investments LLC 650-323-4341 (102)
Merrill Lynch 970-261-8021
Merrill Lynch - Northeast Region 203-356-8812
Merrill Lynch Retirement Group 609-274-7010
Merriman 206-285-8877
MetLife Investors Distribution Company 800-334-8322 ext 5249
MetLife Investors Distribution Company 919-653-5249
Metro Technology Centers, Economic Development Center 405-605-4791
Metropolitan State College of Denver
MGLU.com 281-367-0380
Michael McGowan 626-796-9104
Michael Millonig Law Group, LLC 937-438-3977
Michigan Association of Certified Public Accountants 248-267-3700
Michigan Bankers Association 517-342-9068
MICPEL 410-659-6730 (111)
Millburn Ridgefield Corporation 212-332-7325
Millennium Trust Company 630-368-5642
Miller Legal Strategic Planning Centers, P.A. 507-247-4700
Million Dollar Producer, Inc. 866-866-0472
Milwaukee Estate Planning Forum, Inc. 414-354-5296
Minnesota Planned Giving Council 651-290-6266
Minnesota Society of Certified Public Accountants 952-831-2707
Mintz Levin Financial Advisors LLC 617-832-6380
Misenko & Associates 715-377-0592
Mississippi State University 662-325-2341
Missouri Bankers Association 573-636-8151
Missouri Botanical Garden
Mitchell, Williams, Selig, Gates & Woodyard, PLLC 501-370-4237
Mize, Houser & Company, P.A. 913-451-1882
MODA Systems Inc 410-796-0882
Money Concepts International, Inc. 561-472-2007
Money Quotient, Inc. 360-697-4561
Money, Meaning & Choices Institute 415-267-6107
MoneyShow 941-955-0323
Montgomery County Estate Planning Council (MCEPC) 215-646-4261
Morello Law Group, P.C. 248-347-2950
Morgan Keegan & Co., Inc. 901-531-3232
Morgan Stanley Estate Planning Services 914-225-6495
Morgan Stanley Smith Barney 914-225-6556
Morgan Stanley Smith Barney, LLC 201-830-5577
Morningstar, Inc. 312-696-6058
Morris County Financial Advisor Study Group 973-838-0091
Mortgage Financial, Inc. 802-658-5599 (11)
Morton Law Firm, PLLC 601-925-9797
Morton Plant Foundation 727-461-8662
Moss Adams LLP 509-777-0919
Mount Yale Capital Group, LLC 952-897-5394
Mt. Diablo Silverado Council, Boy Scouts of America 925-674-6155
Multi-Financial Group Inc. 303-785-8470
Mulvaney & Associates 612-860-0047
Murphy & Murphy, CPA, LLC 301-856-4100
Musical Arts Association 216-231-7549
Mutual of Omaha 402-351-3980
MV Holdings, LLC dba Global Lending Group 407-388-1036 x181
MW Group Inc 803-216-0271
myStockPlan.com Inc.
MYT Group, LLC 646-707-4324
N/S NCCPAP - Educational Foundation 516-997-9500 (2)
NACVA MD/DC State Chapter 410-507-5441
NAIFA - Dallas Chapter 972-991-2364
NAIFA - Fort Worth 817-637-9276
NAIFA - Lafayette: Estate Planning Council: Society of Financial Service Professionals 765-742-2707
NAIFA - Lane County 541-683-7012
NAIFA - Massachusetts 617-266-1919
NAIFA - Nebraska 402-474-7723
NAIFA - Northeastern Wisconsin (Green Bay) 920-437-2201
NAIFA - Northern Virginia 703-393-9493
NAIFA - Rogue Valley 541-899-9164
NAIFA - St. Louis 314-432-4447
NAIFA - St. Louis 314-432-4689
NAIFA - St. Louis 314-520-3564
NAIFA Atlanta 770-483-2950 (58)
NAIFA Baltimore 410-752-3318 (212)
NAIFA Connecticut 203-866-4700
NAIFA Honolulu 808-394-3451
NAIFA Houston
NAIFA Minnesota 763-595-4044
NAIFA- Rhode Island 401-739-2911
NAIFA Southwest Florida Chapter 239-338-5000
NAIFA-Greater Philadelphia 215-364-5211
NAIFA-Knoxville 865-577-5958
NAIFA-Knoxville 865-577-5959
NAIFA-Maine 207-761-6745
NAIFA-Portland 503-718-0094
NAIFA-Sioux Falls 605-339-0606
NAIFA-Utah 801-424-2564
NAPFA - National Association of Personal Financial Advisors 800-366-2732
Nason, Yeager, Gerson, White & Lioce, PA 561-686-3307
National Advisors Trust Company, FSB 913-234-8207
National Association of Active Investment Managers (NAAIM) 303-979-1280
National Association of Alternative Benefit Consultants, Inc. 800-627-0552
National Association of Christian Financial Consultants 877-966-2232
National Association of Financial and Estate Planning (NAFEP) 801-266-9900
National Association of Government Defined Contribution Administrators (NAGDCA) 859-514-9218
National Association of Investors Corporation 877-583-6242
National Association of Tax Professionals 920-968-7171
National Association of Tax Professionals - NJ Chapter 201-943-4920
National Association of Tax Professionals - PA Chapter 610-613-5886
National Capital Chapter of Society of Financial Service Professionals 703-532-8778
National Center for Policy Analysis 979-386-6272
National Christian Foundation 678-892-1785
National College Advocacy Group 315-487-4567
National Committee on Planned Giving - Greater New Orleans 504-465-8417
National Committee on Planned Giving - Northwest Planned Giving Roundtable Oregon Affiliate 503-659-7365
NATIONAL HEALTH ADMINISTRATORS, INC 972-980-7737
National Institute for Financial Education of America, Inc. 800-561-9035
National Institute of Certified College Planners 406-765-2030
National Institute of Certified Estate Planners 765-453-4300
National Institute of Pension Administrators (NIPA) 312-673-5959
National Network of Estate Planning Attorneys 800-638-8681
National Planning Holdings, Inc. 310-899-7996
National Regulatory Services 860-435-2541 (1882)
National Society of Certified Healthcare Business Consultants 703-234-4099
National Society of Compliance Professionals 860-672-0843
National Society of Compliance Professionals Inc. 860-672-0843
National Society of Tax Professionals 800-367-8130
National Tax Institute Inc. 617-272-7773
National Tax Training School 800-914-8138
National Underwriter Company 859-692-2263
National Youth Financial Educators Council 714-960-4665
Nationwide Life Insurance Company 414-375-3402
Nationwide Life Insurance Company 877-593-3366
Nationwide Life Insurance Company 877-593-3366 (102)
Natixis Global Associates 617-449-2617
Navellier 775-785-9406
NBI, Inc. 715-835-8525
NC Chapter of The National Association of Tax Professionals 704-983-3666
Network 1 Financial Advisors, Inc. 732-758-9001
Nevada Community Foundation 702-892-2326
New England CLU and ChFC Conference 781-876-4116
New England Forum, Inc. 603-526-9020
New England Securities 617-578-1052
NEW JERSEY ASSOCIATION OF PUBLIC ACCOUNTANTS 609-645-8880
New Jersey City University 201-200-3353
New Jersey Collaborative Law Group 732-326-5240
New Jersey Institute for Continuing Legal Education 732-214-8577
New Mexico Collaborative Practice Group, Inc. 505-292-5902
New Mexico Project for Financial Literacy, Inc 505-401-5798
New Mexico Society of Enrolled Agents 505-988-9572
New York & National Long Term Care Brokers 518-688-8105
New York Association of Collaborative Professionals 845-278-8638
New York Center for Financial Studies 212-221-3500 (308)
New York Institute of Finance 888-641-6616
New York Life Insurance Company 603-236-3300
New York Life Insurance Company 800-711-9484
New York Society of Security Analysts, Inc. 646-871-3407
New York State Department of Health 518-474-0662
New York University - School of Continuing and Professional Studies 212-992-3321
New York/Connecticut Association of Tax Professionals 203-740-2161
NF Communications, Inc. 800-980-0192
NFL Players Association 202-756-9137
Nicholas & Hicks, Inc. 530-891-4997
Nick Murray Company, Inc. 631-298-1840
NIPA Sacramento Valley Chapter 916-773-3480 (3016)
NJ Society of CPAs (NJSCPA Education Foundation, Inc.) 973-226-4494 (215)
Noble Royalties 972-720-1888 (6556)
Norfolk - Tidewater Chapter Society of Financial Service Professionals 757-420-9600
Norfolk & Plymouth Estate & Business Planning Council 617-773-0026
North Carolina Assn of Insurance & Financial Advisors 919-839-5828
North Central Pennsylvania Estate Planners Council 570-546-2211 (1271)
North Coast Estate Planning Council 419-609-3494
North Dakota Bankers Association 701-223-5303
North Mississippi Planned Giving Council 662-844-8989
North Texas Chapter, National Committee on Planned Giving 214-221-5170
NorthCoast Brokerage Agency, Inc. 216-566-7400
Northeast Kansas Chapter of Society of Financial Service Professionals 913-381-4458
Northeastern Michigan Estate Planning Council 989-791-3880
Northern California Planned Giving Council 415-738-8438
Northern Indiana Community Foundation, Inc 574-223-2227
Northern Michigan University 906-227-1839
Northern Michigan University 906-227-2930
Northern Trust Company - PFS 312-444-4128
Northern Virginia Community Foundation 703-902-3157
Northstar Educational Services 406-248-7970
Northwest Christian Community Foundation 503-892-6264
Northwest Museum of Arts & Culture 509-232-1516
Northwestern Mutual Life Insurance Company 414-665-2565
Northwestern University 312-503-0714
Notre Dame Tax & Estate Planning Institute - Notre Dame Law School 972-239-1141
Nuveen Investments 312-917-7908
NWA Estate Planning Council 479-361-4624
OBS Financial Services, Inc. 419-482-4570
Office of Planned Giving, Stanford University 650-725-4346
Ohio Bankers League - Midwest Trust School 614-222-0109
OHIO NATIONAL FINANCIAL SERVICES 508-794-6271
Ohio Northern University 419-772-2231
Ohio Society of Certified Public Accountants 614-764-5880
OHIO STATE BAR ASSOCIATION - CLE INSTITUTE 614-487-4432
Ohio State University 614-688-3819
Oklahoma City Community Foundation, Inc. 405-606-2914
Oklahoma Medical Research Foundation 405-271-8646
Oklahoma Society of CPAs 800-522-8261 (3816)
Old National 812-464-1508
Omega Performance Corporation 704-672-6043
Onisha Williams 267-275-5552
On-Site Insurance School NY 516-887-7644
Oppenheimer & Company 212-667-4932
Oppenheimer Funds, Inc. 800-334-8322 ext 5249
Oppenheimer Funds, Inc. 919-653-5249
Opportunity Concepts 616-456-1000 (1)
Orange Coast Estate Planning Council 858-874-7855
Oregon Community Foundation 503-944-2103
Oregon Health & Science University Foundation 503-412-6366
Oregon Society of Certified Public Accountants 503-597-5483
Oregon State Bar 503-620-0222 (326)
Orlando Christian Foundation 407-447-9509
Orlando Regional Healthcare Foundation 321-841-6612
Oshkosh Area Community Foundation 920-426-3993
Osprey Partners Investment Management, LLC 727-421-1665
Osterweis Capital Management 415-434-4441
Owens Group Limited, Inc. 201-568-2300 (281)
Oxford Financial Group, Ltd. 317-805-5064
P. A. I. R., Inc. 864-593-9323
PA Society of Public Accountants 717-737-4439
Pace Capital Resources, LLC 404-843-8618
Pacer Financial 610-644-8100
Pacific Advisors 206-633-2922 (103)
Pacific Advisors, Inc 909-399-1100 (269)
Pacific Life - Retirement Solutions Division 603-236-3300
Pacific Life - Retirement Solutions Division 800-711-9484
Pacific Life Insurance Company 800-334-8322 (5266)
Pacific West Securities, Inc. 425-687-4656
Paducah Junior College, Inc. 270-534-3086
Palantir Capital Management 312-933-8686
Palm Beach Planned Giving Council 561-683-8751
Pann/DeYoung Group Citi Global Markets Inc 719-577-6334
Pardee Memorial Hospital Foundation, Inc. 828-696-4664
ParenteBeard LLC 610-927-4910
Parman & Easterday LLP 913-385-9400 (16)
Parsec Financial 828-255-0271
Partners Group (USA) Inc. 212-763-4713
Partnership for Philanthropic of Los Angeles (PPP-LA) 949-715-5400
Partnership for Philanthropic Planning 317-269-6274
Partnership for Philanthropic Planning Lone Star Council 817-257-5033
Partnership for Philanthropic Planning of Greater Dayton 937-723-9191
Partnership for Philanthropic Planning of Kentuckiana 812-866-7016
Partnership for Philanthropic Planning San Antonio 210-386-7637
PASS Online 817-252-4401
Pathfinder Care Management 612-729-9096
Pax World Mutual Funds 603-501-7322
Payden and Rygel Investment Counsel 213-830-4210
PCAHU 863-983-3800
PEAK 800-514-9116 (442)
Peak Performance Management Inc. 412-928-9933
Penn Mutual Life Insurance - CA 414-375-3402
Penn Mutual Life Insurance - CA 877-593-3366
Penn Mutual Life Insurance - CA 877-593-3366 (102)
Penn State Abington 215-881-7402
Pennsylvania Bankers Association 717-255-6939
Pennsylvania Institute of CPAs (PICPA) 215-972-9272
PENNSYLVANIA SECURITIES COMMISSION 717-705-2961
Pensco Trust Company 415-274-5600 (5645)
PenServ, Inc. 903-455-5500
Pension Focus Conference 417-889-4918
Pentera Group, Inc. 317-545-2711
Peoples Income Tax, Inc., DBA The Income Tax School 804-204-1040
Perfect Creation, Inc. d/b/a/ iPEC Coaching 732-982-8155 (706)
Pershing LLC 610-651-8824
Pershing LLC 610-695-9150 (8824)
Personal Financial Planning; University of Missouri 573-882-9651
PESI, LLC 715-855-5292
PG Calc Incorporated 888-474-2252
Philadelphia Estate Planning Council 856-234-0330
Philadelphia Foundation 856-234-0330
Phoenix CFA Society 480-941-0820
Pimco - California 949-720-6113
Pinnacle Advisory Group 410-995-6630
Pinnacle Equity Solutions 781-821-2608
Planned Giving Council - Eastern Wisconsin 262-524-0398
Planned Giving Council - Georgia 770-433-4137
Planned Giving Council - Inland Northwest 509-747-5101
Planned Giving Council - Mid-America 816-468-0791
Planned Giving Council - Nashville 615-343-3119
Planned Giving Council - Oklahoma 405-606-2914
Planned Giving Council - St. Louis 314-977-2355
Planned Giving Council - Tampa Bay Area 727-827-6919
Planned Giving Council of Houston 713-500-3549
Planned Giving Council of Indian River, Inc. 772-978-5574
Planned Giving Roundtable - Central Kansas 316-315-0147
Planned Giving Roundtable - Colorado 303-932-6168
Planning Corporation of America 800-248-8863
Planning Matters, Inc. 704-557-0307
Planning Wealth by Design 801-921-2660
Plante Moran Financial Advisors 517-336-7505
Plaza Home Mortgage, Inc 858-812-0307
PLI Brokerage, Inc. 908-903-6625
POHS Educational Centers 212-643-9554
Polycomp Administrative Services, Inc. 916-773-3480
Porter County Community Foundation, Inc. 219-465-0294
Portfolio Concepts 414-259-8021
Poudre Valley Health System Foundation 970-495-7402
Poyner & Spruill LLP 704-342-5255
PPB Advisors, LLC 610-567-3820
Preferred Systems, Inc. 814-456-0406
Premiere Commercial Group 614-339-4255
PriceWaterhousecoopers LLP 972-334-0484
Primevest Financial Services Inc. 320-252-6552
Princeton Mortgage Corporation 609-737-1000 (299)
Principal Life Insurance Company 515-247-6908
Professional Brokerage Services, Inc. 319-277-3553
Professional Business Management, Inc. 847-382-3206
Professional Education Services LP 800-990-2731
Professional Tax Institutes Inc. 785-537-1121
Profile Investments - Financial Institute 888-327-6179
Pro-Practice Press, Inc. 865-934-0281
ProShare Advisors LLC 240-497-6400 (6446)
Prosperity Network, Inc. 913-451-4501
Protected Tomorrows Inc.
Protective Life Insurance Company 414-375-3402
Protective Life Insurance Company 877-593-3366
Protective Life Insurance Company 877-593-3366 (102)
Providence General Foundation and the Greater Everett Community Foundation 425-258-7504
Providence Health System in Oregon - Medical Foundations 503-216-2252
Providence Health System in Oregon - Medical Foundations 503-216-6639
Providence Health System in Washington 206-367-8704
Prudential Annuities Life Assurance Corporation 414-375-3402
Prudential Annuities Life Assurance Corporation 877-593-3366
Prudential Annuities Life Assurance Corporation 877-593-3366 (102)
Prudential Investments 973-367-7554
Prudential Investments 973-367-4324
Public Investors Arbitration Bar Association 888-621-7484
Putnam Investments 800-334-8322 (5262)
Putnam Investments 919-653-5262
QT Wealth Planning 180-066-07564
Quantum Leap Institute 310-488-6047
Queens University of Charlotte 704-688-2838
Quest Continuing Education Solutions 414-375-3402
Quest Continuing Education Solutions 877-593-3366
Quest Continuing Education Solutions 877-593-3366 (102)
Racine Community Foundation 414-358-9260
Racine Kenosha Estate Planning Council 262-554-4500
Rady Asset Management 858-722-6607
Rady Children's Hospital Foundation 858-966-5804
Rainier Capital Management, L.P. 214-234-8200
Ralph Minto, Jr. & Associates 412-201-5525
Randall Roth 808-956-7386
Rapka & Rapka, CPAs
Raritan Bay Healthcare Foundation 414-464-0800
Ray, Quinney & Nebeker 801-532-1500
Raymond J. Clay, Jr 972-315-6460
Raymond James Consulting Services 727-567-4429
Raymond James Financial Services 727-567-2045
Raymond James Financial Services, Inc. - NC 704-865-2900
Raymond James Wealth Solutions 727-567-7490
Real Estate Investment Securities Association (REISA) 317-663-4174
Realty Capital Securities, LLC 857-350-9500
Red Triangle 843-573-7277
Redwood Mortgage 650-365-5341 (212)
REEF OIL & GAS PARTNERS,L.P. 602-909-7575
Regatta Research & Money Management 713-224-4636 (00)
Regent University School of Business 800-373-5504
RegentAtlantic Capital, LLC 973-425-8420 (224)
Regional Parks Foundation 510-544-2212
Regions Morgan Keegan Trust 205-320-7249
Rehmann Financial 517-316-2400
Resonate, Inc. 513-605-2510 x217
Resource Consulting Group 407-422-0252
RETHINK Financial Services, Inc. 707-322-2259
Retirement Investment Advisors / CPA Law Forum of Oklahoma 405-842-3443
Retirement Life Funding, LLC 410-552-9850
Retirement Options, LLC 860-487-9081
Retirement Plan Specalists, Inc 407-620-3987
Reverse Mortgages of Pennsylvania and New Jersey, Inc 888-748-9300
RIA Compliance Consultants, Inc. 402-505-6245 (103)
Richmond Jewish Foundation 804-545-8656
Riverside HealthCare Foundation 815-933-7799
RJ Hoinski & Associates, LLC 800-906-4661
RMB Capital Management, LLC 312-993-5800
Robert Morris University - School of Adult and Continuing Education 412-227-6472
Robert W. Baird & Co. Inc. 414-298-2409
Robo Vault LLC 954-370-0041
Rochdale Investment Management - NY 800-245-9888
Rocky Mountain Review, Inc. 866-279-1099
Rogers Towers 904-346-5757
RolloverSystems 704-295-1234 (n/a)
Ronald Blue & Co. 770-280-6083
Ronald McDonald House of Indiana, Inc. 317-269-2247
Ross & Shoalmire LLP 903-223-5653
Rothamel Bratton, LLC 856-546-5666
RSM McGladrey 312-462-6651
Rudnitsky & Hackman, LLP 570-743-2333
Russell Investment Group 414-375-3402
Russell Investment Group 877-593-3366
Russell Investment Group 877-593-3366 (102)
Rutgers University, Institute for Management and Executive Development 856-225-6685
Rydex 301-296-5439
Sacramento Estate Planning Council 916-648-7244
Sacramento Region Community Foundation 916-921-7723 (27)
Saddleback Memorial Foundation 949-452-3795
Safe Money Strategies 407-875-8787
Safeco Life Insurance Company 206-867-8549
Sage Harbor IRA Investments, Inc. 360-834-6689
Sage Rutty and Company, Inc. 585-512-2340
Saint Paul Foundation 651-325-4263
Salient Wealth Management, LLC 415-526-2900
Salomon Brothers Asset Management 212-783-5453
Salt Lake Estate Planning Council 801-756-1967
Salvation Army - Eastern Michigan Division 248-200-3446
Salvation Army - National Capital and Virginia Division 202-756-2632
Salvation Army - Northern Division 651-746-3502
Salvation Army Louisville Area Command 502-671-4905
San Antonio Estate Planners Council 210-650-4455
San Antonio Estate Planners Council 210-822-6600
San Francisco Estate Planning Council 925-686-4819
San Francisco Foundation 415-733-8521
Sander Morris Harris Group 703-227-0537
Sandi Kruise Insurance Training 800-517-7500 (301)
Santa Barbara Estate Planning Council 805-682-5578
Santa Clara University School of Law 408-554-5473
Sarasota Capital Strategies, Inc 888-888-8888
Savingforcollege.com, LLC 585-419-7880
Savvy Senior Sources 651-762-9648
Saybrook Graduate School and Research Center 415-433-9200
Schenck SC
Schiff Hardin LLP 312-258-4748
Schlindwein LLC 312-332-1520
Schwab Charitable Fund 800-746-6216
SCInstitute West Los Angeles Branch (Givner & Kaye, APC) 310-207-8008
Scolaro, Shulman, Cohen, Fetter & Burstein, PC 315-471-8111 (238)
Scripps Foundation For Medicine and Science 858-678-6359
Seattle Childrens Hospital Foundation 206-987-4832
Seattle Christian Foundation 206-577-3603
Seattle Pacific University 206-281-2711
SectorQuant Capital Management LLC 303-820-3000
SecuraDI Consultants, LLC 952-224-5400 (207)
Securian Financial Services 651-665-1732
Securities America, Inc. 800-747-6111 (5115)
Securities Industry and Financial Markets Association 212-313-1256
Securities Training Corporation 800-782-2678 x204
Security Mutual Life Insurance Company of New York 800-346-7171 (7375)
SEI Investments 610-676-4305
Senior Freedom Reverse Mortgage 214-223-1781
Senior Insurance Training Services 800-460-7487
Serena Kokjer Greening 415-651-1184
Servant Christian Community Foundation 913-310-0279
SES Advisors 215-508-1600 (243)
Shannon Health - Development 325-657-8370
Sheffield Law Office 408-920-2500
Signal Securities Inc. 817-877-4256 x213
Signature Advisors Group, Ltd. 847-545-8070 (109)
SimonDavis Inc. 303-837-1119
Simplicity Home Lending Corp. 570-839-9400
Sincere & Co., LLC 847-905-0225
Sindrich & Associates 303-744-8899
Singer Law Firm 314-863-5900
Smart Portfolios, LLC 206-686-3644
Smedley Financial Services, Inc 801-355-8888
Smith and Condeni, LLP 216-771-1760
SNW Asset Management 206-689-2718
Social Security Administration 866-931-7057 (22607)
Society FSP - Houston Chapter
Society of Certified Retirement Financial Advisors (CRFA) 405-376-9976
Society of Certified Senior Advisors 800-653-1785 (124)
Society of Financial Service Professionals 916-771-9333
Society of Financial Service Professionals - Austin Chapter 512-401-6412
Society of Financial Service Professionals - Boston Chapter 617-266-1919
Society of Financial Service Professionals - Buffalo Chapter 716-860-5478
Society of Financial Service Professionals - Central Illinois Chapter 800-927-2040
Society of Financial Service Professionals - Chattanooga Chapter 423-267-0046
Society of Financial Service Professionals - Cincinnati Chapter 513-554-3062
Society of Financial Service Professionals - Cincinnati Chapter 513-554-3071
Society of Financial Service Professionals - Cincinnati Chapter 513-554-3074
Society of Financial Service Professionals - Columbus Chapter 614-221-1900
Society of Financial Service Professionals - Dallas Chapter 972-200-7389
Society of Financial Service Professionals - Delaware Chapter 302-654-5451 (144)
Society of Financial Service Professionals - Detroit Chapter 248-538-7654
Society of Financial Service Professionals - Eastern Iowa Chapter 319-363-2653 (137)
Society of Financial Service Professionals - Eastern New York Chapter 518-458-9515
Society of Financial Service Professionals - Eastern South Dakota Chapter 605-331-2927
Society of Financial Service Professionals - El Paso Chapter 915-577-0926
Society of Financial Service Professionals - Fresno 559-228-6140
Society of Financial Service Professionals - Greater Chicago Chapter 630-571-8030
Society of Financial Service Professionals - Greater St. Louis Chapter 314-432-4447
Society of Financial Service Professionals - Greater St. Louis Chapter 314-432-4689
Society of Financial Service Professionals - Greater St. Louis Chapter 314-520-3564
Society of Financial Service Professionals - Greensboro Chapter 336-389-9922
Society of Financial Service Professionals - Hartford Chapter 860-467-7001
Society of Financial Service Professionals - Hawaii Chapter 808-394-3451
Society of Financial Service Professionals - Kansas City Chapter 913-381-4458
Society of Financial Service Professionals - Las Vegas Chapter 702-740-3058
Society of Financial Service Professionals - Milwaukee Chapter 414-376-7340
Society of Financial Service Professionals - National Chapter 610-526-2521
Society of Financial Service Professionals - North Jersey Chapter 877-999-7377
Society of Financial Service Professionals - Northeastern Wisconsin Chapter 920-734-1310
Society of Financial Service Professionals - Omaha Chapter 402-397-0280
Society of Financial Service Professionals - Orange County Chapter 714-543-9482
Society of Financial Service Professionals - Oregon Chapter 541-683-7012
Society of Financial Service Professionals - Palm Beach County Chapter 561-588-5444
Society of Financial Service Professionals - Quad City Chapter 309-793-5681
Society of Financial Service Professionals - Rhode Island 401-739-6419
Society of Financial Service Professionals - Rocky Mountain Chapter 303-955-5524
Society of Financial Service Professionals - Seattle Chapter 206-285-7608
Society of Financial Service Professionals - South Jersey Chapter 856-596-4830 (2538)
Society of Financial Service Professionals - Southeast Florida Chapter 954-370-0041
Society of Financial Service Professionals - Southeastern NC Chapter 919-356-7570
Society of Financial Service Professionals - Southwest Michigan Chapter 269-373-9090
Society of Financial Service Professionals - Twin Cities 651-815-0668
Society of Financial Service Professionals - Utah Chapter 801-595-1730
Society of Financial Service Professionals (Acadiana Chapter) 337-233-3259 (1)
Society of Financial Service Professionals Sacramento Chapter 866-515-7977
Society of Financial Service Professionals, Mississippi Chapter 601-898-7202
Society of Financial Service Professionals, Richmond Chapter 804-741-2043
Society of Financial Service Professionals-New Hampshire Chapter 603-226-5245
Society of Financial Services Professionals - New Mexico Chapter 505-344-1100
Society of Professional Asset-Managers and Recordkeepers (SPARK) 401-284-0734
South Bay Estate Planning Council 310-375-6300
South Carolina Association of CPAs
South Carolina Bankers Association 803-779-0850
South Plains Trust & Estate Council 806-798-0045 (202)
South Texas Money Management, Ltd 210-824-8916 (102)
SOUTHERN ARIZONA ESTATE PLANNING COUNCIL 520-881-1778
Southern California Institute 858-200-1911
Southern Delaware Estate Planning Council 302-855-9505
Southern Federal Tax Institute Inc. 770-640-8300
Southern Nevada Estate Planning Council 702-341-6000
Southern Regional Medical Center Foundation 770-991-8004
Southern Trust School 334-834-1890
SouthWest Benefits Association
Southwest Florida Community Foundation 239-274-5900
Southwest Initiative Foundation 320-587-4848
Southwest Training Schools Inc. 800-888-1935
Southwestern Medical Foundation 214-351-6143
SPCA Tampa Bay 727-581-3249
Speaking of Ethics 619-981-1911
Spectrem Group 312-454-3361
Spidell Publishing Inc. 714-776-7850
Split Ventures Management Inc. 281-993-9329
Spokane Area Childrens Chorus 509-624-7992 (10)
Sports Financial Advisors Association 203-637-6442
SQN Capital Management 212-422-2166
Squillace & Associates, P.C. 617-716-0300
St. Ambrose University 800-747-7574
St. John's Healthcare Foundation (Oxnard & Pleasant Valley) 805-988-2721
St. Joseph Hospital Foundation - CA 714-771-8211
St. Joseph Hospital Foundation - WA 360-738-6300 x4633
St. Louis Children's Hospital 314-286-0970
St. Luke's Health Foundation 208-381-2123
St. Mary's Hospital and Medical Center 970-244-2015
Standard & Poor's 212-438-4036
State Association of County Retirement Systems (SACRS) 916-441-1850
State Street Global Advisors 617-664-4957
Steben & Company, Inc. 800-310-1729
Stephen Wolf Seminars 520-975-1900
Stephens Investment Management Group 713-993-4234
Sterling Education Services, LLC 715-855-0495
Sterling Foundation Management 703-437-9720