| 1 | | Primary 3636 Nobel Dr. #440 | San Diego |  US | | Collaborative Wealth Management | N/A | John Jenkins, AEP®, CFP®, CFF® | Chairman & Wealth Advisor Specializing in Retirement Income Planning, Investment Management, and Estate Planning |
| 2 | | Primary 1336 Massachusetts Avenue | Cambridge | US | | Private Banking, Wealth Management | N/A | patrick whalen | vice president, consumer banking operations manager |
| 3 | | Primary 400 Broadhollow Rd. 301 | Melville | US | | Wealth Management | N/A | Chris Castellano, CFP®, CPA | Wealth Strategist at GM Advisory Group |
| 4 | | Primary 1725 Windward Concourse Suite 150 | Alpharetta | US | | Wealth Management Solutions For Life | N/A | Timothy Madison, CFP®,ChFC®,CLU,CASL | Sr. Financial Advisor at Ridge Capital Management, LLC |
| 5 | | Primary 445 Minnesota St 2250 Town Square Tower | St Paul | US | | Personal Wealth Management | N/A | Matt Weier, CFA, CFP® | N/A |
| 6 | | Primary Six Concourse Parkway Suite 1515 | Atlanta | US | | Wealth Management For Generations | N/A | Ashley Goodrich | Real Estate Agent at Keller Williams Realty, Inc. |
| 7 | | Primary 1703 Monroe Avenue | Rochester | US | | Wealth Management Since 1969 | N/A | Jai Ramachandran | N/A |
| 8 | | Primary 4041 Macarthur Blvd. Suite 240 | Newport Beach | US | | A Boutique Wealth Management Firm | N/A | Kelly Clyde | Partner and Registered Principal* at South Coast Investment Advisors, LLC |
| 9 | | Primary 290 W. Main St. Unit #5 | Northborough | US | | Wealth Management | N/A | Kevin M. O'Brien, CFP® Wealth Management | Founder and President, Peak Financial Services, Inc., Author of "The Massachusetts Biotech Boom" |
| 10 | | Primary 2100 Manchester Road Ste. 944 | Wheaton | US | | Wealth Management Simplified | N/A | Michael Liccar | Principal & Head of Transaction Advisory at Twende Investment Group and Independent CPA |
| 11 | | Primary 3333 N Hayden Rd | Scottsdale | US | | Wealth Management Within Reach | N/A | Sloan Walters, AFC | Partner, Financial Representative at Blakely Walters Wealth Management |
| 12 | | Primary 180 N. Riverview Drive Suite 220 | Anaheim Hills | US | | Wealth Management For Life | N/A | Tony Bertocchini | Financial Advisor at Diversified Investment Services - Wealth Management for Life |
| 13 | | Primary 9690 Deereco Road Suite 800 | Timonium | US | | Wealth Management | N/A | Dawn O'Farrell, CLTC | Director of Insurance Operations at Berman McAleer, LLC |
| 14 | | Primary 601 Carlson Parkway Suite 1100 | Minneapolis | US | | Financial Planning & Wealth Management | N/A | Seth Heimermann, CFA | Chief Investment Officer at The Advocate Group |
| 15 | | Primary 1755 Elevado Rd | Vista | US | | Wealth Management Mortgage Program | N/A | john fry | Chief Executive Officer |
| 16 | | Primary 10 Wright St | Westport | US | | Comprehensive Wealth Management | N/A | Geri Hollyday | Office Manager at RDM Financial Group HighTower Advisors |
| 17 | | 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 |
| 18 | | Primary 308 Seventh Avenue | Pittsburgh | US | | Meticulous Wealth Management Since 1948 | N/A | Jayme Meredith | Financial Advisor, Wealth Planning, Investing, Insurance, Estate Planning |
| 19 | | 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 |
| 20 | | 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 |
