Attendee Listing - Fi360
Attendee Listing - Fi360
Attendee Listing - Fi360
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Acosta, Rosalin, AIFA<br />
Sovereign Bank<br />
Boston, MA<br />
Adamo, Lawrence, E., AIF<br />
Fusion Financial Group<br />
West Orange, NJ<br />
Adams, Douglas, A., AIFA<br />
Retirement Partners<br />
Sandia Park, NM<br />
Adler, Stephen, J.<br />
Wachovia Securities<br />
Aikin, Bennett, F., AIF<br />
fi360<br />
Sewickley, PA<br />
Aikin, Blaine, AIFA<br />
fi360<br />
Sewickley, PA<br />
Alkire, Charles, G.<br />
Alkire Financial Advisory, Inc.<br />
Sarasota, FL<br />
Allen, John<br />
The Trust Company of Sterne Agee, Inc.<br />
Charlotte, NC<br />
Allison, Joseph, Charles, AIF<br />
IMS Securities<br />
Bay City, TX<br />
Ames, Harvey, M. J., AIFA<br />
Ames Planning Associates, Inc.<br />
Peterborough, NH<br />
Anderson, David, AIF<br />
Snook Housey Advisors, Inc<br />
Troy, MI<br />
Applegate, Richard, AIFA<br />
First Commonwealth Financial Advisors<br />
Wexford, PA<br />
Arias, Betty, Jean, AIF<br />
Morgan Keegan<br />
Austin, TX<br />
Auer, John<br />
Smith Barney<br />
Des Moines, IA<br />
Baker, Kristin, AIF<br />
National Retirement Partners<br />
San Juan Capistrano, CA<br />
<strong>Attendee</strong> <strong>Listing</strong><br />
Bartoszewicz, James, J., AIFA<br />
Fiducia Group, LLC<br />
Wexford, PA<br />
Beard, Cary, D., AIF<br />
Carter Asset Management, Inc.<br />
Abilene, TX<br />
Beck, Arnold, T., AIFA<br />
Financial Management Associates, Inc.<br />
Folsom, CA<br />
Benedict, Mike<br />
Bentley, Steve<br />
Retirement Fund Management<br />
Atlanta, GA<br />
Berry, Dianne<br />
Berry Financial<br />
Germantown, TN<br />
Betts, Dianne, C., AIF<br />
Morgan Keegan<br />
Dallas, TX<br />
Blaze, Jonathan, R., AIFA<br />
Thornburg Investment Management<br />
Western Springs, IL<br />
Bledsoe, Henry, AIFA<br />
Benefit Adviser Group, LLC<br />
Caledonia, MI<br />
Boone, David, R., AIFA<br />
Atlanta Wealth Management Inc.<br />
Atlanta, GA<br />
Borchart, Sarah<br />
fi360<br />
Sewickley, PA<br />
Bordelon, Sheryl, P., AIF<br />
Capital Analyst of Jacksonville, FL, Inc.<br />
Jacksonville, FL<br />
Bothwell, Todd, D., AIF<br />
Phoenix, AZ<br />
Brain, Tiffany Ann, AIF<br />
UBS Financial Services<br />
Lakewood, WA<br />
Brown, Christopher, N., AIF<br />
Ivy League Financial Advisors LLC<br />
Rockville, MD<br />
Brown, John, A.<br />
Brown Financial Advisory<br />
Fairhope, AL<br />
Bruce, Richard, H., AIFA<br />
Legg Mason & Co.<br />
Houston, TX<br />
Bryan, Jan, AIF<br />
Prescott, AZ<br />
Bucci, Linda<br />
fi360<br />
Sewickley, PA<br />
Bucci, Robert, A., AIF<br />
fi360<br />
Sewickley, PA<br />
Buckner, Jeffrey, T., AIFA<br />
Plancorp, Inc.<br />
St. Louis, MO<br />
Busalacchi, Frank, A., AIF<br />
Integrity Wealth Management Inc.<br />
Waukesha, WI<br />
Cahn, James, D., AIF<br />
M and I Institutional Trust Services<br />
Milwaukee, WI<br />
Callan, Matthew, B.<br />
Merrill Lynch<br />
Virginia Beach, VA<br />
Campbell, Neil, F., AIF<br />
Family Investment Management Group<br />
Carlsbad, CA<br />
Campion, Mary, Kathryn, AIFA<br />
Champion Capital Research, Inc.<br />
Houston, TX<br />
Carter, David, L., AIF<br />
Carter Asset Management, Inc.<br />
Abilene, TX<br />
Cedro, Vito, AIF<br />
Solenture<br />
Pittsburgh, PA<br />
Chalk, Steff, C., AIFA<br />
Fiduciary Consulting Group, Inc<br />
Cincinnati, OH<br />
Chao, Philip, SL, AIFA<br />
Chao and Company, Ltd.<br />
Vienna, VA
Chevalier, Rene', J., AIF<br />
LPL<br />
Murrieta, CA<br />
Clark, Robert<br />
Santa Fe, NM<br />
Clements, Peter, G., AIF<br />
Fidelity Investments<br />
Boston, MA<br />
Cloud, Randy, AIFA<br />
Cloud, Neff Management, LLC<br />
Tulsa, OK<br />
Collie, Mike<br />
Collie Financial Planning<br />
Asheville, NC<br />
Connelly, Jennifer<br />
JCPR Inc.<br />
Parsippany, NJ<br />
Corbett, Dana, P., AIF<br />
Robert W. Baird<br />
Madison, WI<br />
Corkern, Barry, M., AIFA<br />
Barry M. Corkern and Co., Inc.<br />
Little Rock, AR<br />
Cosley, James, AIF<br />
Securian Retirement<br />
San Clemente, CA<br />
Coughlin, John, M., AIF<br />
Coughlin Financial Services, Inc.<br />
Larchmont, NY<br />
Cox, Todd, AIF<br />
Employees' Retirement Fund of the City of Fort<br />
Worth<br />
Fort Worth, TX<br />
Creech, Donald, AIF<br />
Investor Resources, Inc.<br />
Port Orchard, WA<br />
Creedon, William, L., AIF<br />
UBS Financial Services<br />
Pasadena, CA<br />
Criblez, Jennifer, M., AIF<br />
Pry Professional Group<br />
Findlay, OH<br />
Crocker, Larry, E., AIFA<br />
Fiduciary Consulting Group, Inc.<br />
Murfreesboro, TN<br />
<strong>Attendee</strong> <strong>Listing</strong><br />
Cross, Craig, T, AIF<br />
Halbert, Hargrove/Russell, LLC<br />
Long Beach, CA<br />
Curti, Thomas, A., AIF<br />
Spectrum Financial Advisors, LLC<br />
Cincinnati, OH<br />
Dayoub, Iris, M.<br />
Savannah, GA<br />
DeRosa, Paul, A., AIFA<br />
Merrill Lynch<br />
Newark, NJ<br />
Devlin, Kevin, AIFA<br />
Devlin and Hale Associates, Inc.<br />
Rocky Hill, CT<br />
Dewey, Craig, AIF<br />
401 K Advisors<br />
Williamsburg, VA<br />
Diamond, Irene, AIFA<br />
Midwest Fiduciary Services, Inc.<br />
Oacoma, SD<br />
Diaz, James, A., AIF<br />
Old Mutual Investment Partners<br />
Denver, CO<br />
Dice, Thomas, J., AIF<br />
Dice Financial Services Group<br />
Mitchell, SD<br />
DiCenso, Michael, AIF<br />
Gallagher Retirement Services<br />
Itasca, IL<br />
Dobkin, David, AIF<br />
First Affirmative Financial Network<br />
Berkeley, CA<br />
Draper, Denise<br />
Sovereign Bank-Wealth Management<br />
Boston, MA<br />
Duggan, Anthony<br />
Merrill Lynch<br />
Cincinnati, OH<br />
Edwards, Dan, AIF<br />
Prism Fund Solutions, Inc<br />
St. Petersburg, FL<br />
Ellshoff, Coral, AIF<br />
fi360<br />
Sewickley, PA<br />
Ely, Guerdon, T., AIFA<br />
Ely Prudent Portfolios<br />
Chico, CA<br />
Esler, C. Marshall, AIFA<br />
General Pension Planning Corp.<br />
Dayton, OH<br />
Fiedler, J, B, AIFA<br />
Waukesha State Bank<br />
Waukesha, WI<br />
Fields, Daniel, F., AIFA<br />
Pacific Pension Services NW, Inc.<br />
Tukwila, WA<br />
Figaro, Gregory, J., AIF<br />
Sage Advisory Services, Ltd. Co.<br />
Austin, TX<br />
Fischer, Michael, AIF<br />
Sequoia Financial Advisors, Inc.<br />
Phoenix, AZ<br />
Fitzpatrick, Maria, T., AIF<br />
Morgan Stanley<br />
Mount Laurel, NJ<br />
Flynn, Karen, AIF<br />
Pension Investors Corp. of Orlando<br />
Altamonte Springs, FL<br />
Flynn, Marc<br />
CSI Global Education Inc.<br />
Montreal, QC<br />
Fowler, Ross, AIFA<br />
fi360 (Australasia) Limited<br />
Tauranga, NZ<br />
Francis, Kirk, W., AIF<br />
Cross Financial Services<br />
San Antonio, TX<br />
Frank, David, L., AIFA<br />
Frank Wealth Management Group of Wachovia<br />
Securities, Inc.<br />
Warren, NJ<br />
Frank, Stewart, AIFA<br />
Tillit Group<br />
Bingham Farms, MI<br />
Frazin, James, AIF<br />
Your Money and Your Life<br />
San Francisco, CA<br />
Frommeyer, Andrew, AIF<br />
fi360<br />
Sewickley, PA
Furey, Thomas, F., AIF<br />
Summit Partners, INC.<br />
King of Prussia, PA<br />
Furr, Chuck, L., AIF<br />
Furr and Associates Financial<br />
Greensboro, NC<br />
Gage, Donald, H., AIF<br />
Intervest International<br />
Palm Harbor, FL<br />
Gann, Lori, M., AIF<br />
Morgan Keegan and Company<br />
Austin, TX<br />
Ganzert, Robin, AIF<br />
Pew Charitable Trusts<br />
Clemmons, NC<br />
Garvin, H. Earle, AIFA<br />
Pension Financial Services, Inc.<br />
Duluth, GA<br />
Gay, George, AIF<br />
First Affirmative Financial Network<br />
Colorado Springs, CO<br />
Gehler, Sandra, K., AIF<br />
Robert W. Baird and Co., Inc.<br />
Madison, WI<br />
Geraghty, Thomas, J., AIFA<br />
Stonegate Wealth Management, LLC<br />
Fair Lawn, NJ<br />
Gibson, Roger<br />
Gibson Capital, LLC<br />
Wexford, PA<br />
Giganti, Mario, AIFA<br />
Cornerstone Capital Advisors<br />
Uniontown, OH<br />
Gillis, Francis, M., AIF<br />
Gillis Financial Solutions, LLC<br />
Fort Collins, CO<br />
Glusica, Daniel, AIFA<br />
Employee Benefits Group, Inc.<br />
Bethesda, MD<br />
Gordon, Joseph, M., AIF<br />
Gordon Asset Management, LLC<br />
Durham, NC<br />
Govin, Jon, A, AIF<br />
WD Financial Services, LLC<br />
Edina, MN<br />
<strong>Attendee</strong> <strong>Listing</strong><br />
Griffeth, Chad, J., AIF<br />
Actium LLC<br />
Grand Rapids, MI<br />
Griswold, John, S., AIF<br />
Commonfund Institute<br />
Wilton, CT<br />
Guinn, Stephen, W., AIFA<br />
Regency Investment Advisor<br />
Fresno, CA<br />
Guzzetta, Blaise, A., AIF<br />
Guzzetta Benefit Services<br />
Pearland, TX<br />
Haehl, Brian, AIFA<br />
Pry Advisory Group<br />
Findlay, OH<br />
Hagan, Ronald, E., AIFA<br />
Roland | Criss Fiduciary Services<br />
Arlington, TX<br />
Hamburger, Brian, S., AIFA<br />
MarketCounsel, LLC<br />
Englewood, NJ<br />
Hamilton, Ann, AIF<br />
Morgan Stanley<br />
San Francisco, CA<br />
Hannan, Aiden, P., AIF<br />
NBT Bank<br />
Norwich, NY<br />
Hanson, Jean, E., AIF<br />
Capricorn Financial Strategies<br />
Twin Falls, ID<br />
Hardy, John, AIF<br />
Hardy Reed Capital Advisors LLC<br />
Tupelo, MS<br />
Harris, Jeffrey, M., AIF<br />
JMH Wealth Management, LLC<br />
Hanover, NH<br />
Hart, Donald, G., AIF<br />
United Church Foundation<br />
New York, NY<br />
Haugh, Kevin<br />
fi360<br />
Sewickley, PA<br />
Hawryluk, James, B., AIF<br />
Hawryluk Financial Group<br />
Sugar Land, TX<br />
Hefele, John<br />
Fiduciary Advisors, Inc.<br />
Saint Louis, MO<br />
Hemphill, Deanna, AIFA<br />
K and W Benefit Consultants, Inc.<br />
Simi Valley, CA<br />
Hendricks, Ed<br />
Hendricks and Associates, Inc<br />
Reno, NV<br />
Henriques, Allan, AIF<br />
Allan Henriques<br />
Rocklin, CA<br />
Hess, Michael, K., AIF<br />
Raymond James Financial Services<br />
Santee, CA<br />
Hess, Victor, L., AIF<br />
ButtonWood Advisors<br />
Lake Oswego, OR<br />
Hodge, Ben<br />
Raymond James Financial Services<br />
San Diego, CA<br />
Hohman, Scott, J., AIF<br />
Strategic Investment Advisors, LLC<br />
Findlay, OH<br />
Hollen, Joe, R., AIF<br />
Hollen Financial Planning, Ltd.<br />
Reno, NV<br />
Holzer, Bambi, AIF<br />
Bambi Holzer Financial Group<br />
Beverly Hills, CA<br />
Hoogstra, Craig, AIF<br />
CRH Services, LLC<br />
Washington, DC<br />
Horan, P. Charles, AIF<br />
Criterium Financial, Ltd.<br />
Davenport, IA<br />
Howe, Kathy, A, AIFA<br />
American National Bank of Texas<br />
Rockwall, TX<br />
Hulme, Robert, R., AIF<br />
Employees' Retirement Fund of the City of Fort<br />
Worth<br />
Fort Worth, TX<br />
Igel, Doug<br />
Precept<br />
Irvine, CA
Ingham, Kenneth, AIFA<br />
Ingham Group<br />
Miami, FL<br />
Inoue, Peter, AIFA<br />
Compensation Consultants, Inc.<br />
Honolulu, HI<br />
Isbell, Ernie, L., AIFA<br />
LPL Financial<br />
Flowermound, TX<br />
Itzoe, Joshua, P., AIF<br />
Greenspring Wealth Management, Inc.<br />
Towson, MD<br />
Jackson, Gary, P., AIFA<br />
M&I Institutional Trust Services<br />
Marion, MT<br />
Jackson, John, AIF<br />
Morgan Stanley<br />
Rockport, TX<br />
Jamison, Robert, E., AIFA<br />
Jamison Financial Services, Inc.<br />
Duluth, GA<br />
Janci, Mark, P., AIF<br />
Halbert Hargrove/Russell LLC<br />
Bellevue, WA<br />
Johnson, Jeffrey, L., AIFA<br />
Thornburg Investment Management<br />
Phoenix, AZ<br />
Jolie, Michael, W., AIF<br />
Gemini Group, Inc<br />
Denver, CO<br />
Jones, Donald, AIFA<br />
Nationwide Financial<br />
Gilbert, AZ<br />
Jones, Lloyd<br />
fi360<br />
Sewickley, PA<br />
Juilfs, Cathy, L., AIFA<br />
AIS Planning<br />
St. Cloud, MN<br />
Kane, Michael, M., AIFA<br />
Michael M. Kane and Associates, National<br />
Retirement Partners<br />
Alpharretta, GA<br />
Kao, Theodore, AIFA<br />
Pension Benefit Consultants<br />
Oakland, CA<br />
<strong>Attendee</strong> <strong>Listing</strong><br />
Karam, Christopher, A., AIFA<br />
Sheridan Road Financial<br />
Northbrook, IL<br />
Kashishian, Steven, G., AIF<br />
Janney Montgomery Scott, LLC<br />
Upper Saddle River, NJ<br />
Kasten, Gregory, AIFA<br />
Unified Trust Company, NA<br />
Lexington, KY<br />
Kautt, Glenn, G., AIFA<br />
Glenn G. Kautt<br />
McLean, VA<br />
Kaylor, Allison<br />
APEX Global Partners<br />
Austin, TX<br />
Kelly, Cynthia, AIF<br />
Sovereign Bank<br />
Providence, RI<br />
Kenewell, Lydia, J., AIF<br />
K & W Benefit Consultants. Inc<br />
Simi Valley, CA<br />
Kennedy, Charley, AIFA<br />
Fiducia Group, LLC<br />
Pittsburgh, PA<br />
Kennedy, Robert, G.,<br />
Terrence J Murphy Institute for Catholic<br />
Thought, Law, and Public Policy<br />
St. Paul, MN<br />
Kieffer, Thom<br />
WNB Trust<br />
Winona, MN<br />
Klaassen, Johann, A., AIF<br />
First Affirmative Financial Network<br />
Colorado Springs, CO<br />
Klefsaas, Robert, AIF<br />
All Star Financial / Hays Investment Advisors<br />
Minneapolis, MN<br />
Klein, Nicholas, A., AIF<br />
Alliance Benefit Group of Illinois, Inc.<br />
Peoria, IL<br />
Kliebert, Lee, M., AIF<br />
PensionTrend Investment Advisers<br />
Okemos, MI<br />
Kling, Carolyn, E., AIFA<br />
Kling Partners, Inc.<br />
Del Mar, CA<br />
Kmak, Thomas, R.<br />
Fiducairy Benchmarks, Inc<br />
Portland, OR<br />
Kohl, Waldemar<br />
Fidelity Institutional Wealth Services<br />
Boston, MA<br />
Kotzman, Mary, L., AIFA<br />
L/B/W Insurance & Financial Services, Inc.<br />
Valencia, CA<br />
Kowalewski, Robert, D., AIF<br />
Lincoln Financial<br />
Edwardburg, MI<br />
Kravitz, Dan<br />
Kravitz<br />
Encino, CA<br />
Kunz, Edward, J., AIF<br />
Indianapolis Power and Light Company, an<br />
AES Company<br />
Indianapolis, IN<br />
Labadie, Marc, C., AIF<br />
RTD Financial Advisors, Inc.<br />
Philadelphia, PA<br />
Lakkides, Brian, S., AIF<br />
Corporate Plan Administrators, Inc<br />
Waterford, MI<br />
LaMancusa, James, C., AIF<br />
Miller/Russell and Associates, Inc.<br />
Phoenix, AZ<br />
Lang, Peter, E., AIF<br />
The Strata Group Smith Barney<br />
Purchase, NY<br />
Langan, Robert, J., AIF<br />
Mass Mutual<br />
Camp Hill, PA<br />
Larson, William, C., AIFA<br />
William C. Larson Financial Advisor<br />
Seattle, WA<br />
Lawson, Randall, A., AIF<br />
G&K Advisory Services, LLC<br />
Waukesha, WI<br />
Lazreg, Fraj, AIFA<br />
Money Concepts International<br />
Orangeburg, NY<br />
Lee, Duane, E., AIFA<br />
Cannon Financial Institute<br />
Athens, GA
Lemmons, Robert, J., AIF<br />
Spectrum Financial Advisors, LLC<br />
Cincinnati, OH<br />
Lenfest, Lauren, AIFA<br />
Pa Tobacco Settlement Board<br />
Harrisburg, PA<br />
Levy, Roger, L., AIFA<br />
Cambridge Financial Services Group, Inc<br />
Scottsdale, AZ<br />
Levy, Todd, J., AIFA<br />
Ingham Group<br />
Miami, FL<br />
Light, Karen<br />
Wal-Mart Stores, Inc.<br />
Rogers, AR<br />
Limbacher, Michael, F., AIF<br />
fi360<br />
Sewickley, PA<br />
Lindner, Robert, J, AIF<br />
Lindner Capital Advisors, Inc.<br />
Marietta, GA<br />
Linkowski, Jamie, P., AIF<br />
PrimeSOLUTIONS Advisors, LLC<br />
Pittsburgh, PA<br />
Little, Kimberly, AIFA<br />
Plante Moran<br />
Chicago, IL<br />
Lowenhaupt, Charles, A.<br />
Lowenhaupt Global Advisors<br />
St. Louis, MO<br />
Lynch, Edward, M., AIFA<br />
401(k) Advisors Group<br />
Newburyport, MA<br />
Lynch, Rich, AIFA<br />
fi360<br />
Sewickley, PA<br />
Marchisio, Richard, B., AIF<br />
UBS Financial<br />
Naples, FL<br />
Marker, Bryan, H., AIF<br />
AIG Financial Advisers, Inc<br />
West St. Paul, MN<br />
Martin, Jayson, AIF<br />
First Bankers Trust Services, Inc<br />
Quincy, IL<br />
<strong>Attendee</strong> <strong>Listing</strong><br />
Martorella, Heather, M., AIF<br />
fi360<br />
Erie, PA<br />
McAuliffe, Thomas, J., AIF<br />
Citi Insitutional Consulting<br />
New York, NY<br />
McCoy, Mark, E., AIFA<br />
Retirement Fund Management<br />
Atlanta, GA<br />
McCulley, Kort, R., AIF<br />
Wine Sergi & Co, LLC<br />
St. Charles, IL<br />
McGrath, Bryan, T.<br />
Sovereign Wealth Management<br />
Philadelphia, PA<br />
McMahon, Tanya, M., AIF<br />
icapital, LLC<br />
Boston, MA<br />
McMichael, James, C., AIF<br />
Professional Asset Management Group<br />
Reno, NV<br />
McRoberts, Penny<br />
Apex Global Partners<br />
Austin, TX<br />
Meidell, Laif, E, AIF<br />
American Retirement Planners<br />
Reno, NV<br />
Mensack, Mark, D., AIFA<br />
Morgan Stanley<br />
Cherry Hill, NJ<br />
Mezmar, Michael, AIF<br />
Mezmar Money Management / LPL<br />
Harlingen, TX<br />
Miller, Mary Ann<br />
Mary Ann Miller Communications<br />
Pittsburgh, PA<br />
Miller, Ronald, D., AIFA<br />
Resource Management LLC<br />
Waimanalo, HI<br />
Miller, Wayne, AIFA<br />
Denali Fiduciary Management<br />
Vashon Island, WA<br />
Mills, Larry, AIFA<br />
UBS Financial Services<br />
Los Angeles, CA<br />
Misenheimer, David, Todd, AIF<br />
Gordon Asset Management, LLC<br />
Durham, NC<br />
Mock, Blake, AIF<br />
First Bankers Trust Services, Inc.<br />
Quincy, IL<br />
Moore, Frances, F., AIF<br />
Morgan Keegan<br />
Austin, TX<br />
Morgan, Terrence, AIF<br />
OK401K, Inc.<br />
Oklahoma City, OK<br />
Morizio, Louis, AIFA<br />
Louis Morizio<br />
Albany, NY<br />
Morton, Claiborne, B., AIF<br />
National Retirement Partners/ Corporate<br />
Advisors Group<br />
Destin, FL<br />
Mosshart, Steven, F., AIF<br />
StraightLine<br />
Troy, MI<br />
Moynihan, John, J., AIF<br />
Diversified Financial Advisors, LLC<br />
Town and Country, MO<br />
Mulligan, John, J., AIFA<br />
Mulligan Capital, Inc.<br />
La Vista, NE<br />
Musnicki, Donald, AIF<br />
RBC Wealth Management<br />
Watertown, NY<br />
Musto, David<br />
J.P. Morgan Asset Management<br />
New York, NY<br />
Nahlovsky, Mark<br />
ActiFi, Inc<br />
Plymouth, MN<br />
Natsis, Bill<br />
Fortigent<br />
Rockville, MD<br />
Nichols, Jerry, L., AIFA<br />
RBC Wealth Management, Inc<br />
Phoenix, AZ<br />
Norberg, Douglas, C., AIF<br />
Summit Financial Corporation<br />
Lexington, MA
Norris, Alan, Lee, AIF<br />
Independent Financial Group<br />
Scottsdale, AZ<br />
Ober, Stuart, A., AIFA<br />
Securities Investigations, Inc.<br />
Woodstock, NY<br />
O'Connell, Gwen, S., AIF<br />
OConnell Pension Consulting<br />
Eugene, OR<br />
Ogier, R. Bruce, AIF<br />
Capital Analysts of Jacksonville Florida, Inc.<br />
Jacksonville, FL<br />
Ogle, Steven, M., AIF<br />
RBC Wealth Management<br />
San Antonio, TX<br />
Ohanesian, Richard, AIF<br />
Bannon, Ohanesian, & Lecours, Inc.<br />
West Hartford, CT<br />
O'Keefe, Kevin, AIF<br />
First Affirmative Financial Network<br />
Centennial, CO<br />
Olinde, Michael, Edward, AIF<br />
Olinde Financial Group<br />
Baton Rouge, LA<br />
Otto, Albert, J., AIFA<br />
OneFiduciary Group, LLC<br />
Kennesaw, GA<br />
Overbeek, Todd, A., AIFA<br />
Benefit Advisor Group, LLC<br />
Caledonia, MI<br />
Pain, Lincoln, AIF<br />
First Affirmative Financial Network<br />
Berkeley, CA<br />
Palascak, David, AIF<br />
fi360<br />
Sewickley, PA<br />
Panksep, Carlos<br />
CEFEX<br />
Toronto, ONTARIO<br />
Pascazio, Anthony, J., AIF<br />
Solenture<br />
Raritan, NJ<br />
Patane, Joseph, M, AIF<br />
Plancorp, Inc.<br />
Sarasota, FL<br />
<strong>Attendee</strong> <strong>Listing</strong><br />
Perros, G. Michael, AIF<br />
Stifel Nicolaus<br />
Danville, KY<br />
Perry, Richard, A, AIFA<br />
LPL Financial Services<br />
Auburn, MA<br />
Pinkley, Michael, A., AIF<br />
Wealth Management Group<br />
Houston, TX<br />
Pivirotto, Sharon, A., AIF<br />
Financial Service Standards, LLC<br />
Pittsburgh, PA<br />
Polin, Ramon, J., AIF<br />
ISF Investment Advisers, LLC<br />
San Mateo, CA<br />
Ponce, Michael, A., AIF<br />
Charles Schwab and Co., Inc.<br />
Charlotte, NC<br />
Preovolos, Peter, E., AIFA<br />
Alpha & Omega Financial Management<br />
Consulants, Inc<br />
La Mesa, CA<br />
Prescott, Peter, D., AIF<br />
AIG Financial Advisors Inc.<br />
San Juan Capistrano, CA<br />
Preston, Jennifer, G., AIF<br />
Resources Financial Group<br />
Austin, TX<br />
Pritchard, Scott, AIFA<br />
Capital Directions, LLC<br />
Atlanta, GA<br />
Puckett, Michael, D., AIFA<br />
CFG Wealth Management Services, Inc.<br />
Indianapolis, IN<br />
Quinlin, Thomas, AIFA<br />
Lifestyle Design Group, LLC<br />
San Jose, CA<br />
Quinlin, Thomas, AIFA<br />
Lifestyle Design Group, LLC<br />
San Jose, CA<br />
Radakovitz, Joel, AIFA<br />
The Pension Specialists, Ltd.<br />
Rockford, IL<br />
Raimey, Donald, C., AIF<br />
Donald C. Raimey Jr.<br />
Fort Myers, FL<br />
Ramsey, Jeffrey, S., AIF<br />
RSM McGladrey, Inc.<br />
Minneapolis, MN<br />
Ratliff, Harry, K., AIF<br />
Merrill Lynch<br />
St. Louis, MO<br />
Ready, Charles, W., AIF<br />
Charles W. Ready Financial Services<br />
Pueblo, CO<br />
Recchia, Peter, D., AIF<br />
Cambridge Wealth Management, Inc.<br />
Elmwood Park, IL<br />
Recchia, Robert, E., AIF<br />
California Corporate Advisors<br />
San Diego, CA<br />
Reed, Scott, AIF<br />
Hardy Reed Capital Advisors LLC<br />
Tupelo, MS<br />
Reish, Fred, AIFA<br />
Reish Luftman Reicher & Cohen<br />
Los Angeles, CA<br />
Richards, Carl<br />
BehaviorGap.com<br />
Las Vegas, NV<br />
Richter, Sam<br />
Actifi Inc<br />
Plymouth, MN<br />
Rideout, Lisa, M., AIF<br />
Norway Savings Asset Mgt. Group<br />
Portland, ME<br />
Roberts, Jason, C., AIFA<br />
Reish Luftman Reicher and Cohen<br />
Hermosa Beach, CA<br />
Robertson, Allan, AIF<br />
Clear View Advisors/ Wachovia Securities<br />
FINET<br />
Montoursville, PA<br />
Rosenthal, Craig<br />
Fiduciary Benchmarks<br />
Southbury, CT<br />
Rostad, Knut, A., AIF<br />
Rembert Pendleton Jackson<br />
Falls Church, VA<br />
Ruggiero, Joseph, AIF<br />
Chernoff Diamond & Co., LLC<br />
Garden City, NY
Rundlett, Michael, AIF<br />
LPL<br />
El Chaon, CA<br />
Ryan, James, S., AIF<br />
First Ohio Planning, LLC<br />
Columbus, OH<br />
Ryan, James, T., AIF<br />
Merrill Lynch<br />
New York, NY<br />
Rydzak, Steve, AIF<br />
f360<br />
Sewickley, PA<br />
Sackett, Brooks, C., AIFA<br />
Chief Capital Management, Inc.<br />
San Jose, CA<br />
Sanchez, Emilio<br />
CSI Global Education Inc.<br />
Montreal, QC<br />
Sanwick, Eric, J.<br />
United Planners' Financial Services of America<br />
Scottsdale, AZ<br />
Saul, Randal, L., AIF<br />
BkD Wealth Advisors<br />
Springfield, MO<br />
Schomber, Kara, AIF<br />
Molewski Financial Partners<br />
Bethlehem, PA<br />
Schrandt, Tom<br />
NAPLIA<br />
Warrington, PA<br />
Schumann, Robert, J., AIF<br />
Cambridge Financial Advisors, LLC<br />
Buena Vista, CO<br />
Schwartz, Sherilyn, K., AIF<br />
Corporate Retirement Advisors<br />
Eugene, OR<br />
Searcy, Michael, J., AIFA<br />
Searcy Financial Services, Inc.<br />
Overland Park, KS<br />
Segal, Spenser, AIF<br />
ActiFi, Inc.<br />
Plymouth, MN<br />
Sego, David, C.<br />
<strong>Attendee</strong> <strong>Listing</strong><br />
Seidenburg, Michael, AIF<br />
ADP<br />
Fort Washington, PA<br />
Settina, Donald, AIFA<br />
Financial Service Standards, LLC<br />
Pittsburgh, PA<br />
Sheinwald, Daniel<br />
Checkpoint HR<br />
Edison, NJ<br />
Sher, Diane<br />
THE SHER GROUP<br />
St. Louis, MO<br />
Siegel, Stephen, J, AIF<br />
First Affirmative Financial Network<br />
Baltimore, MD<br />
Sitek, Christopher, J., AIFA<br />
Wealth Management<br />
Green Bay, WI<br />
Sly Laughlin, Michelle, AIFA<br />
Sly Consulting, LLC<br />
Coopersburg, PA<br />
Smith, Lowell, M.<br />
Inspira FS<br />
Pittsburgh, PA<br />
Smith, Meghan, P., AIFA<br />
Sage Advisory Services, Ltd. Co.<br />
Austin, TX<br />
Smith, Robb, R., AIFA<br />
Robb Smith Fiduciary Solutions<br />
Omaha, NE<br />
Smith, Robert, G., AIF<br />
Sage Advisory Services Ltd. Co.<br />
Austin, TX<br />
Smith, Russell, B., AIF<br />
Gordon Asset Management, LLC<br />
Durham, NC<br />
Snook, Kelley, F., AIF<br />
Snook Housey Advisors, Inc<br />
Troy, MI<br />
Sokira, Thomas, AIF<br />
ADP Retirement Services<br />
Florham Park, NJ<br />
Somers, Aaron, G.<br />
United Planners' Financial Services of America<br />
Scottsdale, AZ<br />
Sommerstad, Paul, A., AIF<br />
All Star Financial<br />
Minneapolis, MN<br />
Sopranuk, John, AIF<br />
Trustee Education Services<br />
Denver, CO<br />
Spillman, Greg<br />
Hufford Financial Advisors<br />
Indianapolis, IN<br />
Springirth, Susan, AIF<br />
Indianapolis Neighborhood Housing<br />
Partnership<br />
Indianapolis, IN<br />
Stanley, Virginia, MK, AIFA<br />
REDW Stanley Financial Advisors, LLC<br />
Alb, NM<br />
Stark, George<br />
fi360<br />
Sewickley, PA<br />
Stauring, Deborah, A., AIF<br />
Harold C. Brown & Co. LLC<br />
Buffalo, NY<br />
Stegenga, Laurie, S., AIF<br />
Foresight Capital Management Advisors, Inc.<br />
Saline, MI<br />
Stillman, Michael<br />
Stoey, Barry, W., AIF<br />
Institutional Investment Consulting<br />
Bloomfield Hills, MI<br />
Strong, Henry, L., AIF<br />
JMW Settlements, Inc.<br />
Washington, DC<br />
Suemori, Craig, M., AIFA<br />
Fiduciary Resources, LLC<br />
Honolulu, HI<br />
Sutherland, Gary<br />
NAPLIA<br />
Framingham, MA<br />
Swain, Cathy, AIFA<br />
Austin, TX<br />
Swain, Neil, A, AIF<br />
Structured Portfolio, Inc.<br />
Edgewood, NM
Tarr, Troy, R., AIF<br />
JP Morgan<br />
New York, NY<br />
Taub, Pamela, Soxman, AIF<br />
Weston, CT<br />
Taucher, Dave<br />
RAU Financial Services<br />
West Palm Beach, FL<br />
Thomas, Wendy, M., AIF<br />
RBC Wealth Management<br />
Seattle, WA<br />
Tidmore, Dennis, L., AIF<br />
Dennis Tidmore, Wealth and Business<br />
Advisors, Inc.<br />
Cleveland, OH<br />
Toomey, Steve<br />
BKD Wealth Advisors, LLC<br />
Kansas City, MO<br />
Truicko, Guy, AIF<br />
Laborers' Local 1298<br />
Hempstead, NY<br />
Umile, Katie, A., AIF<br />
ICapital<br />
Boston, MA<br />
Upton, David, E., AIFA<br />
Virginia Commonwealth University, School of<br />
Business<br />
Richmond, VA<br />
Veres, Bob<br />
Inside Information<br />
San Diego, CA<br />
Vodicka, Charles, AIF<br />
Lincoln Financial Securities<br />
Miami, FL<br />
Wade, David, C., AIF<br />
401kDIRECT Inc./Wade Group<br />
Campbell, CA<br />
Wagner, Marcia, S.<br />
The Wagner Law Group, P.C.<br />
Boston, MA<br />
Walker, AJ, AIF<br />
Acacia Associates, Inc.<br />
Portland, ME<br />
Walls, Nancy, S., AIF<br />
Rehmann Financial<br />
Lansing, MI<br />
<strong>Attendee</strong> <strong>Listing</strong><br />
Walsh, Patrick, AIF<br />
Charles Schwab and Co. Inc.<br />
San Francisco, CA<br />
Wasa, Andrew, AIF<br />
Focus Investment Advisors<br />
Encinitas, CA<br />
Waters, Sean, AIF<br />
Cook Street Consulting, Inc<br />
Greenwood Village, CO<br />
Weinstein, Jay<br />
Reliant<br />
Seattle, WA<br />
Wernette, Gerald, AIFA<br />
The Rehmann Group<br />
Farmington Hills, MI<br />
Wesling, Timothy, R., AIF<br />
Wesling Financial Planning Services, Corp.<br />
Alexandria, VA<br />
Wilkes, Perry, S., AIFA<br />
OneFiduciary Group, LLC<br />
Mableton, GA<br />
Williams, Richard, B., AIFA<br />
Sage Advisory Services, Ltd. Co.<br />
Austin, TX<br />
Willroth, Roger, AIF<br />
Marrs and Associates<br />
Ames, IA<br />
Winkeljohn, Tony, AIF<br />
Retirement Plan Advisors, Inc.<br />
Fort Wayne, IN<br />
Winters, Kevin, M., AIF<br />
Kevin M. Winters<br />
Newport Beach, CA<br />
Witz, David, J., AIF<br />
FRA/PlanTools<br />
Charlotte, NC<br />
Wood, Susan, A., AIF<br />
Pacific Life<br />
Covington, KY<br />
Woon, Dianne, Y., AIF<br />
Rubian Financial Partners<br />
Alameda, CA<br />
Woytassek, Robert, AIF<br />
Securian<br />
San Clemente, CA<br />
Yates, Bryan, D., AIFA<br />
Morgan Stanley<br />
Winston-Salem, NC<br />
Yocom, Angela<br />
The Standard<br />
Mechanicsburg, PA
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