| 1 | | Primary 9350 Waxie Way Suite 500 | San Diego |  US | | Wealth Management | N/A | Rachel M. Luken, CFP® | N/A |
| 2 | | Primary 1500 SW First Avenue Suite 990 | Portland | US | | A Vista Wealth Management Company | N/A | Earl Hines, AWMA® | Principal, Wealth Advisor at Hines Warner - A Vista Wealth Management Company |
| 3 | | Primary 3448 Ellicott Center Dr Suite 101 | Ellicott City | US | | Holistic Wealth Management | N/A | philip huber | president, financial advisor |
| 4 | | Primary 331 S River Rd. | Bedford | US | | Wealth Management and Financial Planning | N/A | mark mayers | Owner |
| 5 | | Primary 308 Seventh Avenue | Pittsburgh | US | | Meticulous Wealth Management Since 1948 | N/A | Jayme Meredith | Financial Advisor, Wealth Planning, Investing, Insurance, Estate Planning |
| 6 | | Primary 3524 Commerce Parkway | Wooster | US | | Insurance Benefits Wealth Management | N/A | Scott Young | President Whitaker-Myers Insurance |
| 7 | | Primary 2401 PGA Boulevard Suite 148 | Palm Beach Gardens | US | | Institutional Wealth Management For All | N/A | Alexander Cooke | Founder, Chief Executive Officer & Managing Director of Optimist Capital, LLC |
| 8 | | Primary 9150 N May Ave, Suite B | Oklahoma City | US | | Fee-Only Wealth Management | N/A | Ted Hughes, CFP® | Co-President at Hughes Warren, Inc. |
| 9 | | Primary 3284 Northside Pkwy NW Suite 485 | Atlanta | US | | Generational Wealth Management | N/A | Andrea N. Thompson, MBA | Business and Client Services Manager at West Paces Advisors |
| 10 | | Primary 1 Northfield Plaza Suite 430 | Northfield | US | | Objective Wealth Management Solutions | N/A | Matt Jamieson | Advisor at Jamieson Financial Services |
| 11 | | Primary 125 Froehlich Farm Blvd | Woodbury | US | | The Sustainable Wealth Management Firm | N/A | Jina Penn-Tracy | Co-founder at Centered Wealth; Impact Investment Advisor and Values-Based Wealth Manager |
| 12 | | Primary 100 S Main St | Kilmarnock | US | | Trust and Wealth Management | N/A | Tom Baker | Financial Advisor, Infinex Investments, Inc. at VCB Financial Group |
| 13 | | Primary 2373 Oak Valley Dr Suite 110 | Ann Arbor | US | | Comprehensive Wealth Management | N/A | Frank Moore, MS, CFP | Chief Investment Officer at Vintage Financial Services |
| 14 | | Primary 5931 Oakland Drive | Portage | US | | A Fee-Only Wealth Management Group | N/A | Kathy Kuivenhoven | Administrative Assistant at Zhang Financial |
| 15 | | Primary 155 E. Boardwalk Drive Suite 400 | Fort Collins | US | | Wealth Management and Financial Direction | N/A | Xiaosong Fan | Teaching Assistant at University of Colorado Boulder - Leeds School of Business |
| 16 | | Primary 9155 E Nichols Ave Suite 175 | Englewood | US | | Intentional Wealth Management | N/A | Aaron Anderson, CFP®, CLU®, ChFC® | President of FIT Wealth Management |
| 17 | | Primary 1161 Bethel Rd Suite 304 | Columbus | US | | Personalized Wealth Management | N/A | Gary Vawter, CFP, ChFC | N/A |
| 18 | | Primary 343 Daniel Zenker Dr | Horseheads | US | | Comprehensive Wealth Management Since 1978 | N/A | howard zingler | Director |
| 19 | | Primary 2997 Day Avenue | Coconut Grove | US | | Wealth Management | N/A | Joe L. Fernandez | Wealth Management Specialist |
| 20 | | Primary 2555 Enterprise Rd Suite 6 | Clearwater | US | | Comprehensive Wealth Management | N/A | Tom Halchak | N/A |
