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Personal Financial Education/Training Program for Corporate Employees
Arkansas
James David Ashby
Southern Arkansas University
PO Box 9304
Magnolia, AR 71754-9304
870-235-4304
California
Louis  Barajas
Louis Barajas, Wealth Planning
10330 Pioneer Blvd.
Suite 250
Santa Fe Springs, CA 90670-8284
562-347-0070
Stephen A. Bonick
Tax And Financial Planning Ass
315 S Beverly Drive
Suite 301
Beverly Hills , CA 90212-4309
310-282-8187
Stephen A. Bonick
Tax And Financial Planning Ass
350 N Crescent Dr
Apt 309
Beverly Hills, CA 90210-4881
310-282-8187
John S. Longstaff
Beechwood Wealth Advisors, LLC
215 W. Fallbrook Ave
Suite 121
Fresno, CA 93711-5881
559-320-8200 (11)
Karl H. Romero
Karl H Romero & Associates Inc
1585 E 17th St
Santa Ana, CA 92705-8506
714-547-8787
Roger T. Smith
Planned Solutions, Inc.
9833 Horn Road
Suite E
Sacramento, CA 95827-1945
916-361-0100
Barbara Lynn Steinmetz
Steinmetz Financial Planning
1840 Gateway Drive
Ste 200
San Mateo, CA 94404-4029
650-401-3800
Laura Ann Tarbox
The Tarbox Group, Inc.
500 Newport Center Dr
Ste 500
Newport Beach, CA 92660-7005
949-721-2330
Colorado
Alice G. Bullwinkle
Capital Investment Counsel, In
210 University Blvd
Ste. 550
Denver, CO 80206-4620
303-329-9000
Susan H. O'Grady
EQUIPOISE Wealth Management, I
1805 South Bellaire Street
Suite 340
Denver, CO 80222-4317
303-765-4422 (223)
Florida
Ronald W. Allen
Bull & Bear Capital Advisors, Inc
6817 Southpoint Parkway
Suite 1003
Jacksonville, FL 32216-6294
904-363-3600 (262)
Suzzette B. Rutherford
Rutherford Asset Planning Inc
5150 Tamiami Trl N
Ste 204
Naples, FL 34103-2818
239-261-3344
Georgia
Elizabeth W. Jetton
RTD Financial Advisors
Two Ravinia Drive
Suite 820
Atlanta, GA 30346-2104
800-893-4725
Illinois
Benjamin G. Baldwin
Baldwin Financial Systems LLC
2148 N Lake Shore Cir
Arlington Heights, IL 60004-7201
847-870-1645
Robert A. Johnson
AXA Advisors, LLC.
1415 W 22nd St Ste 330
Oak Brook, IL 60523-2023
630-575-5014
Joel M. Weiner
Professional Training Services
579 N 1st Bank Dr
Ste 150
Palatine, IL 60067-8102
847-705-3838
Louisiana
William R. Pomeroy
The Shobe Financial Group
8280 Ymca Plaza Dr Bldg 4
One Oak Square
Baton Rouge, LA 70810-0927
225-763-7010
Massachusetts
Gayle H. Buff
Buff Capital Management
111 Hyde St
Newton, MA 02461-1237
617-641-2377
Daniel J. Candura
PennyTree Advisers LLC
PO Box 850343
Braintree, MA 02185-0343
781-626-0888
Debra  Alyse Neiman
Neiman & Associates Financial Services, LLC
22 Mill Street
Suite 303
Arlington, MA 02476-4744
781-641-5700
Michigan
Louis J. Melone
Budd, Melone & Company
3121 University Dr Ste 180
Auburn Hills, MI 48326-4607
248-499-8704
North Carolina
John K. Martin
Wells Fargo
380 Knollwood St, Suite 600
Winston Salem, NC 27103-1861
336-727-4221
New Jersey
Harold E. Foster
Financial Supermarkets Inc
PO Box 3066
Paterson, NJ 07509-3066
888-672-4212
Harold E. Foster
Financial Supermarkets Inc
PO Box 3066
Paterson, NJ 07509-3066
888-672-4212
Saul M. Simon
Simon Financial Group
333 Thornall Street Suite 9B
Edison, NJ 08837-2220
732-623-2070
New York
Alimi A. Banjoko
The Organic Capital Group Inc
5306 Church Ave
Brooklyn, NY 11203-3609
718-495-7400
Lisa D. Goldstein
Albemarle Partners
404 East 66th Street
Suite 3N
New York, NY 10065-9310
917-446-0045
Jill M. Peetluk Feinstein
PO Box 122
Northport, NY 11768-0122
631-390-5505
Jill M. Peetluk Feinstein
PO Box 122
Northport, NY 11768-0122
631-390-5505
Ohio
Elisabeth C. Plax
Plax & Associates Finl Service
3690 ORANGE PL
STE 370
BEACHWOOD, OH 44122-4438
216-514-3300
Pennsylvania
Richard J. Volpe
Asset Planning Services, Ltd.
162 Main St
P.O. Box 164
Harleysville, PA 19438-2513
215-256-4600
Texas
Alan  Goldfarb
Weaver Tidwell Wealth Management
12221 Merit Dr
Ste 1400
Dallas, TX 75251-2280
972-448-6971
Bryan  Lee
Strategic Financial Planning, Inc.
6513 Preston Rd.
Ste. 100
Plano, TX 75024-2692
972-403-1234 (1)
W. Ryan Poindexter
M.D. Financial Services
4600 Post Oak Place
Suite 108
Houston, TX 77027
713-966-3930
Aaron William Rumfelt
U.S. Trust
500 W 7th St
Ste 1300
Fort Worth, TX 76102-4744
817-390-6961
Virginia
Patricia P. Houlihan
Houlihan Financial Resource Gr
11911 Freedom Dr
Ste 580
Reston, VA 20190-5629
703-796-0800
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