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Eastern United States
Boston, MA
William Coyne, CBEC®
David C. Foster, CPA, CBEC®
Mark C. Garrison CLU, ChFC, CASL
Thomas Snow, CFP®
Kimberly Kramer
John McLaughlin
North Shore, MA
Stephen T. Vesey, CPA, CVA, CBEC®
Rhode Island
Stephen Pascarella
Hartford, CT
Roy Johnson, CBEC®
Michael Fromson, CBEC
Rich Glassman
Rob Schatz
Michael Camerota
Stamford, CT
Steven Risbridger, CPA
New York City
Jesse Giordano, CBEC®
Lee Korn, CBEC®
Upstate New York
Fran Ostrom, CFP®, CBEC®
Ken Burke, CBEC®
Rob Brown
New Jersey
Marc Scudillo, CPA, CFP, MBA, AIFA, CBEC
Dan Prisciotta, CFP®, CPA*, PFS, ChFC,…
Pennsylvania
Emrich Stellar, CBEC®
Frank Spezzano, CLU, ChFC, MSFS, CBEC®
Robert Wermuth, CLU, ChFC
Kevin Donohue, CFP, AIF
Virginia
Jay Cowan, CLU, ChFC, CBEC
Maryland
Len Miller, CBEC®
John F. Eikenberg, Jr., CPA, CBEC
Stu Welsh, CBEC®
Georgia
John Williams, III, CPA, CFP®
West Coast, FL
Christopher Music, MBA, RFC, CWPP, CAPP
East Coast, FL
Robert B. Wolfe, CFP®, CBEC®
Central United States
Michigan
John Turcotte, ChFC, CLU
Iowa
John Turcotte, ChFC, CLU
Wisconsin
Indiana
Perry Moore, CFP®, ChFC®, CBEC®
Ohio
Dan Rossi, CEP
Jonathan M. Green, CPA
Kentucky
John Turcotte, ChFC, CLU
Minnesota
Todd A. Zabel CPA, CITP
Tennessee
Bob Scarlata, CBEC®
Jeff Janes
Texas
Charles Wilson, CPA, CBEC
Ray Fernandez, CPA, CFP®, CLU
Eugene Forsythe
Western United States
Colorado
Anna Halaburda, CPA, CBEC
Washington
Homer Smith, CFP®, CRPC®
Larry Strauss
Oregon
Adam Rose
Brandon Jochim, CRPC®
Arizona
Mindy Jones, CPA, CVA, CBEC®
Nevada
Gary Johnson
Utah
Marvin Ellis, Sr., ChFC, CLU, CBEC
Marvin Ellis, Jr., CBEC
Northern California
Nathan Bennett, CFP®, ChFC®, CLU®, CFS,…
Jay Gilson, CPA, CBEC®
Cody C. Smith, CFP®, CBEC®
Donald A. Ledoux, CFP®, CBEC®
Aaron Peabody, CFP®, CBEC®
Southern California
Michael Hamman
Scott Cosper, CPA
Frank Pickett
Mary Lay Hoitt, CPA, CGMA, MBA
John Marshall
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Vancouver, BC
Ontario, Canada
Dan Barill, CBEC
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