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Investment Manager Evaluation

California
	Joe Appolito United Planners Financial Services of America 38131 Tandika Trl N Palm Desert, CA 92211-7084 760-200-1680
	John T. Blankinship Blankinship & Foster, LLC 420 Stevens Ave Suite 250 Solana Beach, CA 92075-2079 858-755-5166
	Percy Ermon Bolton Percy E Bolton Associates Inc. 1127 E Green St Pasadena, CA 91106-2505 626-737-7140 (3)
	Richard P. Moran Moran, Kimura & Heising, LLC 21250 Hawthorne blvd #560 Torrance, CA 90503-5507 310-406-3080 (304)
	Roy Panelli Retirement Solutions 1436 Grand Ave San Rafael, CA 94901-2235 415-456-3490
Colorado
	Alice G. Bullwinkle Capital Investment Counsel, In 210 University Blvd Ste. 550 Denver, CO 80206-4620 303-329-9000
	James E. Dobbs Dobbs Wealth Management Group, LLC 711 Summerwood Drive Golden, CO 80401-9277 720-224-1530
Florida
	Kathleen P. Day The Enrichment Group 7355 SW 87th Ave Ste 300 Miami, FL 33173-3565 305-274-1600
	Harold R. Evensky Evensky & Katz Wealth Management 241 Sevilla Ave Ste 902 Coral Gables, FL 33134-6619 305-448-8882 (235)
	Harold R. Evensky Evensky & Katz Wealth Management 2333 Ponce De Leon Blvd Penthouse Coral Gables, FL 33134-5407 305-448-8882 (235)
	Deena B. Katz Texas Tech University 2333 Ponce De Leon Blvd Ste 1100 Coral Gables, FL 33134-5434 806-742-5050 (237)
	Daniel B. Moisand Moisand Fitzgerald Tamayo, LLC 6767 N Wickham Rd Ste 400 Melbourne, FL 32940-2025 321-253-5400
	Benjamin A. Tobias Tobias Financial Advisors 1000 S Pine Island Rd Ste 250 Royal Palm Plaza Plantation, FL 33324-3910 954-424-1660
Illinois
	Steven B. Weinstein Altair Advisers LLC 303 W Madison St Ste 600 Chicago, IL 60606-3323 312-429-3013
Massachusetts
	Robert J. Glovsky Mintz Levin Financial Advisors 1 Financial Ctr Boston, MA 02111-2621 617-348-1802
	Raymond C. Julian Winslow, Evans & Crocker 175 Federal St Boston, MA 02110-2210 617-896-3565
	Raymond C. Julian Winslow, Evans & Crocker 1 Batterymarch Park Ste 305 Quincy, MA 02169-7454 617-896-3565
	Spring B. Leonard SBL Financial Enterprises 57 Main St Norfolk, MA 02056-1416 508-520-1144
Maine
	Samuel P. Hull Riverbank Consultants, LLC 33 Darcy's Run Arundel, ME 04046-8548 207-985-2482
Michigan
	Louis J. Melone Budd, Melone & Company 3121 University Dr Ste 180 Auburn Hills, MI 48326-4607 248-499-8704
North Carolina
	Clifton N. McIntire Morgan Keegan Company 6805 Morrison Blvd Ste 350 Charlotte, NC 28211-3575 704-442-4706
	Michael K. McMahan IPS Financial Services Corp d/ 1209 E Garrison Blvd Gastonia, NC 28054-5115 704-865-2900 (106)
New York
	Charles G. Hughes C G Hughes Company LLC 21 Maple Ave Bay Shore, NY 11706-8752 631-665-7881
	Andrew M. Rich Rich Advisory Corp 130 Northern Pkwy W Plainview, NY 11803-1900 516-433-0828
Oregon
	Kathleen J. Kee Pacific Investment Advisors 1211 SW 5th Ave Ste 1050 Portland, OR 97204-3705 503-221-7535
Pennsylvania
	Louis P. Stanasolovich Legend Financial Advisors, Inc 5700 Corporate Dr Ste 350 Pittsburgh, PA 15237-5856 412-635-9210
Rhode Island
	Daniel Gerard Corrigan Corrigan Financial Inc 747 Aquidneck Ave Middletown, RI 02842-7265 401-849-9313
Texas
	Bill E. Carter Carter Financial Management 12222 Merit Dr Ste 1800 Dallas, TX 75251-3296 214-363-4200
	David H. Diesslin Diesslin & Associates 303 Main St Second Floor Fort Worth, TX 76102-4067 817-332-6122 (216)
	Bryan Lee Strategic Financial Planning, Inc. 6513 Preston Rd. Ste. 100 Plano, TX 75024-2692 972-403-1234 (1)
	Aaron William Rumfelt U.S. Trust 500 W 7th St Ste 1300 Fort Worth, TX 76102-4744 817-390-6961
Utah
	James W. Barlow Financial Network Investment C 2317 North Hill Field Road Ste 102 Layton, UT 84041-4782 801-773-1644
	Bruce R. Brittain 6225 Apollo Way Highland, UT 84003-3647 801-830-9004

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