1

Active CE Sponsors (as of October 1, 2018)

CFP Board Quality Partners A Center for Continuing Education Kaplan Financial Education

Advisors4Advisors Kitces.com

Ameriprise Financial Services, Inc Medicare Rights Center

Beacon Hill Financial Educators NAPFA

Candura Group LLC National Regulatory Services

College Affordability Quest Continuing Education Solutions

College for Financial Planning RegEd

FA-IQ’s Think Tank The American College

FPA - Financial Planning Association WebCE, Inc.

Investments & Wealth Institute™ Wells Fargo Advisors

International Retirement Resource Center

CFP Board Approved Ethics Providers A Center for Continuing Education FPA - Western New York Chapter

A Professional Training Services Company GuideStone Financial Resources

AdvisorNet Financial, Inc. InSight Law, PLLC

Advisors4Advisors InsuranceStudy

Affordable-Success-FirstChoice-ClienTell Kansas State University Personal Financial Planning Program

Beacon Hill Financial Educators Kaplan Financial Education

Blue Ocean Global Wealth Lincoln National Life Insurance Co./CT

Brett Danko, LLC LPL Financial Services

Broker Educational Sales & Training, Inc. National Regulatory Services

Cal-State Exams, Inc. North Texas Chapter, National Committee on Planned Giving

Candura Group LLC Northern Trust Company - PFS

Cape School, Inc. Quest Continuing Education Solutions

College for Financial Planning Raymond James Consulting Services

D.M. Wealth Management, Inc. RegEd

Dalton Education Sandi Kruise Insurance Training

fi360, Inc. Sea Change Financial Education, LLC

Financial Planning Institute, LLC Society of Financial Service Professionals - Eastern Iowa Chapter

First Affirmative Financial Network Society of Financial Service Professionals - National Capital Chapter

2

FPA - Charlotte Chapter Society of Financial Service Professionals - Rochester, NY

FPA - Eastern Iowa Society of Financial Service Professionals - South Jersey Chapter

FPA - Financial Planning Association Society of Financial Service Professionals - Southwest Michigan Chapter

FPA - Greater Phoenix Chapter The American College

FPA - Minnesota Chapter WebCE, Inc.

FPA - Southwestern Ohio Zahn Associates Inc.

CFP Board General CE Providers 1st ASAP Continuing Education Hellmuth & Johnson, PLLC

1st Global Herman Agency, Inc.

3D Asset Management Hewins Financial Advisors, LLC

65 Incorporated (DBA i65) Hickmon & Perrin, PC

A Center for Continuing Education Hicks Higuchi Corporation dba Hicks Pension Services

A Professional Training Services Company HiddenLevers

A.D. Banker & Company HighTower Advisors, LLC

AAII - Headquarters Hines Securities Inc.

Abacus Planning Group, Inc. Hodgson Russ LLP

Abacus Wealth Partners HoganWillig Attorneys at Law

Academy of Financial Services Homrich Berg

Accountants Education Services/CPE4U Colorado Honkamp Krueger & Co, P.C.

Accredited Investors, Inc Honkamp Krueger Financial Services, Inc.

Adelante Capital Management Hooper Law Office

ADISA - Alternative and Direct Investments Securities Association Hope Haven, Inc.

Advisor Group HopeWest

Advisor Perspectives Horizon Investments, LLC

AdvisorNet Financial, Inc. Horsesmouth

Advisors Asset Management Houston Business and Estate Planning Council

Advisors4Advisors Houston Estate & Financial Forum

AdvisorServe HUB International Northeast

Advocate Charitable Foundation Hutchinson Community Foundation

Affordable-Success-FirstChoice-ClienTell ICON Advisers, Inc.

3

AgingInvestor.com Illinois Certified Public Accountant Society

Agostino & Associates Illinois Institute for Continuing Legal Education

AI Insight IMC COLLEGE

AICPA Impax Asset Management LLC

AIG Capital Services In Marriage QDRO

Akron Tax & Estate Planning Council Independent Actuaries, Inc.

All Children's Hospital Foundation Indiana CPA Society

Allegany College of Maryland Information Management Network

Allegheny Financial Group Inland Empire Estate Planning Seminar, Inc.

Allen & Company of Florida, Inc. Inside ETFs

Alliance of Comprehensive Planners, Inc. Insider's Forum, LLC

AllianceBernstein Investments, Inc InSight Law, PLLC

Allianz Life Financial Services, LLC Institute for Divorce Financial Analysts

Allstate Institute for Preparing Heirs

AlphaCore Capital Institute of Business and Finance

Alphalytics Research LLC Institute of Continuing Legal Education in Georgia

ALPS Institutional Investor

Altegris Investments InsuranceStudy

Altfest Personal Wealth Management Insured Retirement Institute

Ambler Keenan Mitchell Johnson Intac Actuarial Services, Inc.

American Academy of Attorney - CPAs Integrated Insurance Consulting LLC

American Academy of Estate Planning Attorneys - California Integrated Retirement Initiatives

American Advisors Group INTERCONTINENTAL CAPITAL GROUP

American Bankers Association Internal Revenue Service

American Beacon Advisors, Inc. International Association of Advisors in Philanthropy

American Century Investments International Foundation for Retirement Education

American Council on Gift Annuities International Foundation of Employee Benefit Plans

American Endowment Foundation International Productivity Systems

American Funds Distributors, Inc Intuition Publishing Ltd.

American General Life Insurance Company Invesco

American Institute of Certified College Financial Consultants, LLC Investment Advisor Group

American Lebanese Syrian Associated Charities Investment Advisors Asset Management

4

American Pacific Reverse Mortgage Group Investment Banking Institute

American Red Cross Investment Property Exchange Services, Inc. (IPX 1031)

American United Life Insurance Company InvestmentNews

Ameriprise Financial Services, Inc Investments & Wealth Institute

AMG Funds Investopedia

Ann & Robert H. Lurie Children's Hospital of Chicago Foundation Iowa State University Foundation

Aptus Capital Advisors Iowa Trust Association

AQR CAPITAL IREIC/ISC

AQR Capital - ASG ITM TwentyFirst

Archdiocese of Chicago and Catholic Charities of Chicago Jack Broyles and Associates

Archdiocese of Miami Development Corporation Jackson National Life Insurance

Argus Research Company Janney Montgomery Scott LLC

Arizona Society of CPAs Janus Capital Group

Arkansas Children's Hospital Foundation, Inc. Jefferson National Financial

Ascendant Compliance Management Jenerations Health Education, Inc.

Ascensus, Inc. Jennings Advisory Group, LLC dba: TaxSpeaker

Ash Brokerage, LLC Jewish Community Federation - San Francisco, the Peninsula, Marin and Sonoma Counties

Ashar Group LLC Jewish Community Foundation - Broward County

Aspen Partners, Ltd Jewish Community Foundation - Dallas

Aspiriant Jewish Community Foundation - San Diego

ASPPA Jewish Community Foundation of Greater MetroWest NJ

ASPPA Benefits Council of Greater Philadelphia Jewish Federation - Greater Atlanta

Asset International, Inc. Jewish Federation - Greater Philadelphia

Asset TV Jewish Federation - Metropolitan Chicago

AssetMark, Inc Jewish Federation - Omaha Foundation

Association for Financial Counseling & Planning Education Jewish Federation of Cleveland

Association of African American Financial Advisors Jewish Federation of Greater Dallas

5

Association of Certified College Funding Specialists Jewish Federation of Greater Rochester

Association of Divorce Financial Planners Jewish Federation of South Palm Beach County

Association of Professional Investment Consultants Jewish Federations - North America

ATAC Funds / Pension Partners JMG Financial Group, LTD.

Atlanta Chapter Society FSP Jody Bruns, CDLP, CMMU

Atlanta Society of Finance and Investment Professionals

Joe Lowrance d/b/a Mindfulness-Based Financial Wellness

Atlantic Financial Group John Hancock Academy

Austin CPA Chapter CPE Foundation John Hancock Mutual Life Insurance Company

Ave Maria School of Law John Wiley & Sons

AXA Advisors, LLC Johnson, Gasink & Baxter, LLP

AXA Equitable Life Insurance Company JoycePayne Partners

Ayco Company Just Invest LLC

Ayres Tax Seminars JV Events Group

Bachrach & Associates, Inc Kaiser Law Group

Back to Basics Income Tax Seminars Kansas State University - Cooperative Extension Service

Baker Donelson Kansas State University Personal Financial Planning Program

Baldwin Haspel Burke & Mayer, LLC Kaplan Financial Education

Ball State University Foundation Kaplin Stewart Meloff Reiter & Stein, P.C.

Ballentine Partners, LLC Karp Loshak Long Term Care Insurance Solutions Brokerage

BAM Advisor Services LLC KBS Capital Markets Group

Bank of America - Private Bank Keeley Teton Advisors

Barron's Magazine KeyBank National Association

Bartholomew & Wasznicky, LLP Kingdom Advisors

Basics & Beyond, Inc. Kitces.com

Baylor Scott & White - Central Texas Foundation Knighton & Stone, PLLC

BDO USA, LLP Knox McLaughlin Gornall & Sennett, P.C.

Beacon Hill Financial Educators Kovitz Investment Group Partners, LLC

Beard St. Clair Gaffney McNamara Calder PA KraneShares

Bedrock Business Results, LLC Kravitz, Inc.

Bellomo & Associates, LLC Ladenburg Thalmann/SAI

6

Bershire Settlements, Inc. Laird Norton Wealth Management

Bessemer Trust Lancaster County Community Foundation

Beta Educational Services, LLC Land Grant University Tax Education Foundation, Inc.

Bingham, Osborn & Scarborough, LLC Lassus Wherley

Bixler/Moore LLC Law Office of Mark C. Metzger

BKD LLP Law Office of Steven R. Owens, PC

Black Creek Group Law Offices of Steve Weisman

BlackRock Lawyers with Purpose

Blazek & Gregg, PC, LLO Layman, D'Atri and Associates, LLC

Blue Ocean Global Wealth Legacy Health

Blue Williams, L.L.P. Legacy Philanthropy Group

Bluerock Capital Markets, LLC Legg Mason Investor Services, LLC

BMO Financial Group Life Insurance Settlement Center for Education

BMO Investment Distributors, LLC Life Matters Media

BNY Mellon Wealth Management Lincoln Investment LLC.

BOK Financial Lincoln National Life Insurance Co./CT

BOX Options Exchange Linscomb & Williams

Boys & Girls Club of Springfield Lisa Bauer

BPAS Little Harbor Advisors, LLC

BPU Investment Management, Inc. LoCorr Funds

Brach Eichler LLC Lommen Abdo, P.A.

Bradford Tax Institute Lord Abbett

Branch Banking & Trust Company Loring Ward Advisor Services, a division of LWI Financial Inc.

Brett Danko, LLC Lorman Education Services

Bridgeworth Financial Los Angeles Council of Charitable Gift Planners (LACGP)

Brighthouse Services, LLC DBA Brighthouse Financial Low Load Insurance Services, Inc.

Brighton Jones LPL Financial Services

Brightworth LTC Connection

Brinker Capital LTCiTraining.com, LLC

Broadridge Investor Communication Solutions, Inc. Madison Estate Council

Broker Educational Sales & Training, Inc. MAGA LTD

Brokerage Unlimited Inc Maine Bankers Association

Brown & Streza Attorneys At Law MainStreet Advisors

7

Brownson, Rehmus & Foxworth, Inc. Major Hospital Foundation

Brunswick Companies Mandelbaum Salsburg P.C.

Budros, Ruhlin & Roe, Inc. Manning & Napier

Business Enterprise Institute Marc C. Demetriou

Caber Hill Advisors Mariner Wealth Advisors

Cadaret, Grant & Co. Inc. Markel Corporation

CAIA Association Maryland Association of CPAs

Calamos Investments Maryland Society of Accounting and Tax Professionals, Inc.

California CPA Education Foundation Mason Investment Advisory Services, Inc.

California Institute of Technology Mass Mutual Life Insurance Company

California Lutheran University MassMutual Tri State

California Society of Enrolled Agents Matter Family Office

California State University - Long Beach/American Institute for Philanthropic Studies

Matthews International Capital Management, LLC

Callan LLC. Mauldin Economics

Cal-State Exams, Inc. McDowall Cotter

Cambridge Investment Research, Inc. McGuireWoods LLP

Camelot Portfolios LLC Medicare Rights Center

Cameron Financial Services Meeder Investment Management

Campbell & Company, Inc. Mercer Advisors

Candura Group LLC Meredith Law Firm, PC

Cannon Financial Institute Merrill Lynch

Cantor Fitzgerald Capital Merrill Lynch Retirement Group

Cape School, Inc. Mesirow Financial Investment Management, Inc.

Capital Directions Mewbourne Oil Company

Capital Link, Inc. MFS Investment Management

Capital Preferences, Ltd. Michigan Association of Certified Public Accountants

Capstone College Partners Michigan Bankers Association

Capstone Financial Advisors, Inc. Milliman Financial Risk Management LLC.

Carillon Tower Advisers Million Dollar Producer, Inc.

Carol A. Wilson Milwaukee Estate Planning Forum, Inc.

Carrell Blanton Ferris & Associates, PLC Minnesota Society of Certified Public Accountants

Carroll Financial Associates, Inc. Missouri Bankers Association

8

Catalyst Funds MonetaGroup, LLC

Catholic Community Foundation Money Concepts International, Inc.

Catholic Community Foundation Money Management Institute

Catholic Foundation Money Quotient, Inc.

Catholic Foundation - Northeast Kansas Morgan Stanley Investment Management

Catholic Foundation of Rhode Island Morgan Stanley Private Bank, National Association

Cavanal Hill Investment Management Morgan Stanley Wealth Management

CCH Incorporated Morningstar, Inc.

CE Smash Morton Capital Management

Cedar Capital Moss Adams Wealth Advisors LLC

Centerstone Investors LLC Mount Yale Capital Group, LLC

Central Valley Community Foundation MRZ Financial Services LLC

Certified Equity Professional Institute, Santa Clara University

Municipal Securities Rulemaking Board (MSRB)

Certified Student Loan Advisors Board of Standards myStockPlan.com Inc.

CertiTrek Group, LLC N/S NCCPAP - Educational Foundation

Cetera Financial Group NAIFA - Indiana

CFA - Hawaii NAIFA - Iowa

CFA Institute NAIFA - Lafayette: Estate Planning Council: Society of Financial Service Professionals

CFA Society - Dayton NAIFA - Minnesota

CFA Society - Phoenix NAIFA - St. Louis

CFA Society New Mexico NAIFA Atlanta

CFA Society San Francisco NAPFA

CFM Partners, Inc. National Advisors Trust Company, FSB

CFRA National Association of Active Investment Managers

Chaikin Analytics National Association of Charitable Gift Planners

Charles Schwab & Company National Association of Enrolled Agents

Charlotte Chapter Society of Financial Service Professionals

National Association of Government Defined Contribution Administrators

Chartwell Investment Partners National Association of Registered Social Security Analysts Ltd.

Chicago Board Options Exchange National Association of Tax Professionals

Chicago Council on Planned Giving National Center for Professional Education, Inc.

9

Children's Hospital Medical Center National Christian Charitable Foundation, Inc. - Alabama

Children's Hospital of Wisconsin Foundation National Christian Foundation - Raleigh

Chubb National Christian Foundation - Tampa Bay

CIBC Private Wealth Advisors, Inc. National Christian Foundation Northwest

CIM Group National College Advocacy Group

City National Bank National Institute of Certified Estate Planners

City National Rochdale National Institute of Financial Education

CLAIRMONT PACIELLO & CO PC National Network of Estate Planning Attorneys

Clarity 2 Prosperity National Regulatory Services

Clark Capital Management Group, Inc National Retirement Services, Inc.

Cleveland Marshall Law Alumni Association National Underwriter Company

CliftonLarsonAllen LLP Nationwide Life Insurance Company

Closed-End Fund Association Nationwide Private Client

CMPS Institute Natixis Investment Managers

CNL Securities Corp. NBI, Inc.

Collaborative Practice Training Institute NCS Regulatory Compliance

College Affordability Ned Davis Research

College for Financial Planning Neuberger Berman

CollegeInvest New Heights Consulting

Colorado Division of Securities New Jersey Society of Enrolled Agents

Colorado Society of Certified Public Accountants New Orleans Chapter Society FSP

Columbia Estate Planning Council New York Bankers Association

Colva Insurance Services New York Center for Financial Studies

Commonwealth Financial Network New York Life Insurance Company

Community Educators, LLC New York Society of Security Analysts, Inc.

Community Foundation - Arizona New York State Partnership for Long Term Care

Community Foundation - California New York University - School of Continuing and Professional Studies

Community Foundation - Central Georgia Nextview Loans

Community Foundation - Central Indiana NFL Players Association

Community Foundation - DuPage NH Hicks

Community Foundation - El Paso Nicholas Pension Consultants

Community Foundation - Greater Des Moines

NJ Society of CPAs (NJSCPA Education Foundation, Inc.)

Community Foundation - Greater Dubuque Norfolk & Plymouth Estate & Business Planning Council

10

Community Foundation - Greater Kansas City North Dakota Bankers Association

Community Foundation - Greater Memphis North Texas Chapter, National Committee on Planned Giving

Community Foundation - Greater Tacoma Northern Trust Company - PFS

Community Foundation - Howard County Northstar Educational Services

Community Foundation - Kosciusko County, Inc. NorthStar Securities, LLC

Community Foundation - Lincoln Northwestern Mutual Life Insurance Company

Community Foundation - Louisville Northwestern Mutual-Goris

Community Foundation - North Texas Notre Dame Tax & Estate Planning Institute - Notre Dame Law School

Community Foundation - Northeast Iowa Nuveen Investments

Community Foundation - Oregon Nuveen Investments - Closed-End Funds & Global Structured Products

Community Foundation - Parkersburg Area Nyhart

Community Foundation - Porter County, Inc. Odin, Feldman & Pittleman, P.C.

Community Foundation - Sarasota County Office of Planned Giving, Stanford University

Community Foundation - Scranton Area Ohio Division of Securities

Community Foundation - Sonoma County Ohio National Financial Services

Community Foundation - Southwest Louisiana Ohio State Bar Association - CLE Institute

Community Foundation - Texas Oklahoma Medical Research Foundation

Community Foundation - The Alleghenies Oppenheimer Funds, Inc.

Community Foundation - The Ozarks Oregon Health & Science University Foundation

Community Foundation - Truman Heartland Oregon Society of Certified Public Accountants

Community Foundation - Union County Orinda Asset Management

Community Foundation - Western North Carolina Owl Rock

Community Foundation of Elkhart County Oxford Risk Management Group

Community Foundation of Wabash County PA Society of Tax & Accounting Professionals

Connell Foley LLP Pacer Financial

Consolidated Educational Services, Inc. Pacific Life - Retirement Solutions Division

Continental American Insurance Co. c/o Kaplan Financial Pacific Life Insurance Company

Continuing Education Center, Inc Pall Mall Art Advisors

Contryman Wealth Advisors Paracle Advisors LLC

Copytalk, LLC Parametric Portfolio Associates LLC

11

Corgenius, Inc. Parsec Financial

Couzens Lansky Fealk Ellis Roeder & Lazer PC

Partnership for Philanthropic Planning of Greater Dayton

CPE Depot Paul Strohmenger, CPA

CPE Solutions, LLC Payne & Jones

Crady, Jewett & McCulley, LLP Penn Mutual Life Insurance - CA

Creative Planning, Inc. Pennsylvania Bankers Association

Crescendo Interactive Incorporated Pennsylvania Institute of CPAs

Cryptocurrency Consulting PenServ Plan Services, Inc.

Cumberland Trust Pension Focus Conference

Cummings & Lockwood LLC Perfect Day

D.M. Wealth Management, Inc. Pershing LLC

Dallas Women's Foundation Personal Financial Planning; University of Missouri

Dalton Education Pessin Katz Law, P.A.

Danziger & Markhoff LLP PG Calc Incorporated

DataPoints Philanthropy Southwest

Davis Advisors Phoenix Art Museum

Davis Schilken, PC PIEtech, Inc.

Dedicated Defined Benefit Services Pimco Investments, LLC

Delaware County Foundation Pinnacle Advisory Group

Delaware Investments Pinnacle Equity Solutions

Deloitte LLP Pinnacle Plan Design, LLC

DePaul University Plan4Life, LLC

Dexterity CE Planned Giving Council - Broward

Dimensional Fund Advisors Inc. Planned Giving Council - Minnesota

DiMeo Schneider & Associates, L.L.C. Planned Giving Council - Northern California

Diversified Trust Planned Giving Council - Northern Ohio

Donald Creech, CFP(r) AIF(r) Planned Giving Council - Oklahoma

Dorsey, Wright and Associates Planned Giving Council - Palm Beach

DPL Financial Partners Planned Giving Council - South Sound

Due Diligence Consulting, LLC Planned Giving Roundtable - Colorado

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. PlanPlus Global

Dynasty Financial Partners Plante Moran Financial Advisors

Eagle Strategies Pluymert, MacDonald, Hargrove & Lee, LTD.

East Texas Communities Foundation POHS Educational Centers

Eaton Vance Distributors Inc. Portfolio Management Institute

12

eBus Consulting LLC Portland Tax Forum

Economic Group Pension Services Porzio, Bromberg & Newman, P.C.

Ed Slott and Company Practising Law Institute

Edelman Financial Services, Inc. Premier Trust, Inc.

Edgewater Funding Inc. PRI Enterprises Ltd

Educational Foundation of the Missouri Society of CPAs PriceWaterhouseCoopers LLP

Educe Inc Principal Life Insurance Company

Edward Jones Professional Business Management, Inc.

Edward S. Clay, P.A. Professional Education Services LP

Egerton McAfee Armistead & Davis, P.C. ProShares

Eide Bailly LLP Prospera Financial Servicves, Inc.

Elville and Associates, P.C. Protected Tomorrows Inc.

eMoney Advisor llc, Protective Life Insurance Company

Enterprise Risk Strategies Provasi Capital Partners

Enterprise Training School Provident Capital Management,Inc.

Envestnet Asset Management Prudential Annuities Life Assurance Corporation

EP Wealth Advisors PT Asset Management, LLC

EPCNNJ Purdue University Income Tax School

EquBot Purposeful Planning Institute

Estate and Financial Planning Council - Southern New Jersey Putnam Investments

Estate and Pension Advisory Board Queens University of Charlotte

Estate Planning & Trust Council of Long Beach Quest Continuing Education Solutions

Estate Planning Council - Amarillo Area RAA

Estate Planning Council - Baltimore Rady Children's Hospital Foundation

Estate Planning Council - Bergen County Raymond James Consulting Services

Estate Planning Council - Beverly Hills Reality Shares, Inc.

Estate Planning Council - Birmingham RegEd

Estate Planning Council - Boston RegentAtlantic Capital, LLC

Estate Planning Council - Boulder County Research Affiliates

Estate Planning Council - Broward County Resource Consulting Group

Estate Planning Council - Bucks County Resource Real Estate

Estate Planning Council - Central Arizona Retiree Income LLC

Estate Planning Council - Central Florida Retirement Income Journal

Estate Planning Council - Central Texas Retirement Project LLC

13

Estate Planning Council - Charlotte Retirement Resource Center

Estate Planning Council - Chattanooga Reverse Mortgage Focus - a division of Georgetown Mortgage LLC

Estate Planning Council - Chester County Reverse Mortgage Funding, LLC

Estate Planning Council - Chicago RGT Wealth Advisors

Estate Planning Council - Cincinnati RIA Database

Estate Planning Council - Cleveland Richland County Foundation

Estate Planning Council - Colorado Springs RightCapital Inc.

Estate Planning Council - Conejo Valley Ripple Effect Strategies, Inc.

Estate Planning Council - Corpus Christi RiverFront Investment Group

Estate Planning Council - Dallas RMB Capital Management, LLC

Estate Planning Council - Denver Robert W. Baird & Co. Incorporated

Estate Planning Council - Diablo Valley Ronald Blue Trust

Estate Planning Council - Duke University Royce & Associates, LP

Estate Planning Council - DuPage County RPS Plan Administrators

Estate Planning Council - East Bay RSM US Wealth Management LLC

Estate Planning Council - East Coast Russ Cook and Associates, PC

Estate Planning Council - East King County Russell Investments Group

Estate Planning Council - East Texas Ryan Insurance Strategy Consultants

Estate Planning Council - Eastern New York, Inc. S&P Dow Jones Indices

Estate Planning Council - Essex County Saint Louis Planned Giving Council

Estate Planning Council - Eugene Saint Paul Foundation

Estate Planning Council - Fort Wayne Salient

Estate Planning Council - Greater Boca Raton Salt Financial

Estate Planning Council - Greater Miami Salvation Army - Eastern Michigan Division

Estate Planning Council - Greater Middlesex/Somerset San Diego Grantmakers

Estate Planning Council - Greater New Jersey Sandberg Phoenix von Gontard, P.C.

Estate Planning Council - Greater North Shore Sandi Kruise Insurance Training

Estate Planning Council - Greene County Santa Clara University School of Law

Estate Planning Council - Greenville Saturna Capital

Estate Planning Council - Hampton Roads Savant Capital Management

Estate Planning Council - Hawaii Schafer Cullen Capital, Capital Funds

Estate Planning Council - Heart of Texas Sea Change Financial Education, LLC

Estate Planning Council - Hoosier Hills Seattle Childrens Hospital Foundation

14

Estate Planning Council - Indianapolis Securian Financial Group, Inc.

Estate Planning Council - Lehigh Valley Securian Financial Services

Estate Planning Council - Marin County Securities America, Inc.

Estate Planning Council - Martin County Securities Industry and Financial Markets Association

Estate Planning Council - McLean Securities Industry Institute

Estate Planning Council - Mercer County Seeman Holtz Private Client Group

Estate Planning Council - Merrimack Valley SEI Investments

Estate Planning Council - Mobile Senior Market Sales, Inc.

Estate Planning Council - Montgomery County Sentara RMH Medical Center

Estate Planning Council - Naples Shook Research, LLC

Estate Planning Council - New Orleans Sierra Investment Management, Inc.

Estate Planning Council - New York City Sierra Pacific Mortgage

Estate Planning Council - North Central Pennsylvania Signator Investors, Inc.

Estate Planning Council - North Coast Signature Advisors Group, Ltd.

Estate Planning Council - North Georgia Signature Estate & Investment Advisors

Estate Planning Council - North Texas Smedley Financial Services, Inc

Estate Planning Council - Northeast Florida S-Network Global Indexes

Estate Planning Council - Northeast Wisconsin Social Security Administration

Estate Planning Council - Northeastern Michigan

Society for Financial Education and Professional Development, Inc.

Estate Planning Council - Northern Nevada Society of Certified Senior Advisors

Estate Planning Council - Northern Virginia Society of Financial Service Professionals - Baltimore Chapter

Estate Planning Council - Northwest Washington

Society of Financial Service Professionals - Buffalo Chapter

Estate Planning Council - Omaha Society of Financial Service Professionals - Central Illinois Chapter

Estate Planning Council - Orange County Society of Financial Service Professionals - Central Iowa Chapter

Estate Planning Council - Palm Beach County

Society of Financial Service Professionals - Central New York Chapter

Estate Planning Council - Philadelphia Society of Financial Service Professionals - Cincinnati Chapter

Estate Planning Council - Pittsburgh Society of Financial Service Professionals - Cleveland - Akron Chapter

Estate Planning Council - Portland Society of Financial Service Professionals - Columbus Chapter

15

Estate Planning Council - Prescott Society of Financial Service Professionals - Delaware Chapter

Estate Planning Council - Red River Valley Society of Financial Service Professionals - Detroit Chapter

Estate Planning Council - Rochester Society of Financial Service Professionals - Eastern Iowa Chapter

Estate Planning Council - Sacramento Society of Financial Service Professionals - Greater Chicago Chapter

Estate Planning Council - Salt Lake Society of Financial Service Professionals - Greater Philadelphia Chapter

Estate Planning Council - San Antonio Society of Financial Service Professionals - Greater St. Louis Chapter

Estate Planning Council - San Francisco Society of Financial Service Professionals - Greensboro Chapter

Estate Planning Council - Santa Barbara Society of Financial Service Professionals - Hampton Roads Chapter

Estate Planning Council - Santa Clara County

Society of Financial Service Professionals - Hartford Chapter

Estate Planning Council - South Bay Society of Financial Service Professionals - Houston Chapter

Estate Planning Council - Southeast Denver Society of Financial Service Professionals - Kansas City Chapter

Estate Planning Council - Southern Arizona Society of Financial Service Professionals - Lexington Chapter

Estate Planning Council - Southern Nevada Society of Financial Service Professionals - Maine Chapter

Estate Planning Council - Southern Oregon Society of Financial Service Professionals - Milwaukee Chapter

Estate Planning Council - Southwest Washington

Society of Financial Service Professionals - National Capital Chapter

Estate Planning Council - Spokane Society of Financial Service Professionals - National Chapter

Estate Planning Council - St. Louis Society of Financial Service Professionals - North Jersey Chapter

Estate Planning Council - Stanislaus County Society of Financial Service Professionals - Omaha Chapter

Estate Planning Council - Tri Valley Society of Financial Service Professionals - Oregon Chapter

Estate Planning Council - Washington, D.C. Society of Financial Service Professionals - Rochester, NY

Estate Planning Council - Waukesha County LTD

Society of Financial Service Professionals - South Jersey Chapter

Estate Planning Council - Westchester County

Society of Financial Service Professionals - Southeastern NC Chapter

16

Estate Planning Council - Western Dakota Society of Financial Service Professionals - Southwest Michigan Chapter

Estate Planning Council - Wichita Society of Financial Service Professionals - Twin Cities

Estate Planning Council - Willamette Valley Society of Financial Service Professionals - Utah Chapter

Estate Planning Council - Worthington Society of Financial Service Professionals - Winston-Salem Chapter

Estate Planning Council - York County Sontag Advisory

Estate Preservation & Planning Law Office South Carolina Association of CPAs

ETF Managers Group South Carolina Bankers Association

ETF Trends South Carolina Society of Accountants

ETF.com Southern California Institute

Evanston Capital Management, LLC Southern Federal Tax Institute Inc.

Evansville Bar Association SPCA Tampa Bay

Evensky & Katz Wealth Management Spidell Publishing

Eventide Asset Management, LLC Sports Financial Advisors Association

Everplans St. Louis Children's Hospital

Exchange Analytics Inc. St. Luke's Health Foundation

Executive Insurance Agency, Inc. Stadion Money Management

Exit Planning Institute Stallion Capital Management

Fairway Independent Mortgage Corp Standish Mellon Asset Management Company LLC

Family Estate Planning Law Group State Street Global Advisors

Family Wealth Alliance Stewardship Counsel

Farmer & Betts Stira Capital

FAU Foundation Inc Stock Yards Bank & Trust

FDX Capital LLC StoneCastle Cash Management, LLC

Federal Seminars and ChFEBC, Inc. Stork Law Firm LLC

Federal Tax Workshops Strasburger & Price, LLP

Federated Investors Sudden Money Institute

FFP Wealth Management Sullivan

fi360, Inc. Sullivan, Bruyette, Speros & Blayney, Inc.

Fidelis Mortgage, LLC SullivanCurtisMonroe

Fidelity Charitable SunTrust Banks Inc.

Fidelity Institutional Surgent McCoy CPE, LLC

Fidelity Investments Sutter Roseville Medical Center Foundation

Fidelity Investments Institutional Services Co., Inc. Swan Global Investments

17

Fidelity Investments, Personal Investing Symetra Life Insurance Company C/O Reged

Fiduciary Education Foundation Symmetry Partners, LLC

Finance of America Reverse Syverson Strege & Company

Financial Advisor IQ T. Rowe Price

Financial Advisor Magazine Target Insurance Services, Inc.

Financial and Estate Planning Council of Huntsville Tarrant County Bar Association

Financial Engines Tax Education Inc.

Financial Finesse, Inc Tax Seminars.com, Inc.

Financial Planning - On Wall Street TD Ameritrade

Financial Planning Institute, LLC Tennessee Bankers Association

Financial Therapy Association Texas Society of CPAs CPE Foundation Inc

FINRA (E-Learning) Texas Tech Personal Financial Planning

FINRA (Members Relation) The American College

First Affirmative Financial Network The American Institute for Chartered Property Casualty Underwriters dba CEU

First Ascent Asset Management, LLC The Andersen Firm, A Professional Corporation

First Trust Portfolios The ASA Group

Fishback Management and Research, Inc. The Ashcraft Firm

Fletcher Tilton PC The Associated: Jewish Community Federation of Baltimore, Inc.

Flexible Plan Investments The Association Office

Florida Institute of CPAs The Blackstone Group

Florida International Bankers Association The Christian Community Foundation dba WaterStone

Florida Securities Dealers Association The Client Driven Practice LLC

Florida West Coast Public Broadcasting, Inc The Collaborative Law Institute of Texas

FM Area Foundation The Colony Group LLC

Focus Financial Partners, LLC The Dallas Foundation

Forbush Goldberg, PLLC The Denver Foundation

Forefront Analytics LLC The Elder Law Practice of Daniel D. Munster

Forster Boughman & Lefkowitz The Emotional Investor

Foster Group The Entrust Group

Foulston Siefkin LLP The Estate and Financial Planning Council of Central New Jersey

Foundation for Accounting Education The Fairman Group LLC

Foundation for Financial Planning The Federal Savings Bank

Foundation for the Carolinas The Florida Bar

18

Foundation Source The Futurist Institute

Fox College Funding Academy The Houston TSCPA Foundation

FPA - Austin Chapter The Kinder Institute of Life Planning

FPA - Baton Rouge Chapter The Law Offices of Michael Cherewka

FPA - Central California Chapter The Legacy Companies, LLC

FPA - Central Florida The MTM Vault

FPA - Central New York The Natovitz Group, Inc.

FPA - Central Ohio Chapter The Newport Group

FPA - Central Oklahoma The Pension Department, Inc.

FPA - Central PA Chapter The Pittsburgh Foundation

FPA - Central Virginia Chapter The Rhode Island Foundation

FPA - Charlotte Chapter The Salvation Army

FPA - Colorado Chapter The Seattle Foundation

FPA - Connecticut - Fairfield County Chapter The Sevens Report

FPA - Connecticut - Greater New Haven Chapter The SPARK Institute Inc.

FPA - Connecticut Valley The University of Akron

FPA - Dallas/Ft. Worth Chapter The Vanguard Group, Inc.

FPA - East Bay California Chapter The Wealth Advisor

FPA - East Tennessee Chapter The Western Kansas Council on Estate Planning and Giving

FPA - Eastern Iowa The Wiewel Law Firm

FPA - Financial Planning Association Think2Perform

FPA - Georgia Chapter TIAA

FPA - Greater Hudson Valley Chapter Timber Wolf Publishing LLC

FPA - Greater Indiana Chapter Toews Corporation

FPA - Greater Kansas City Chapter Tolleson Wealth Management

FPA - Greater Memphis Chapter Top Producer International

FPA - Greater New Orleans Chapter Tortoise

FPA - Greater Phoenix Chapter Trade-PMR, Inc.

FPA - Greater Rochester New York Chapter Transamerica Occidental Life Insurance Co.

FPA - Greater St. Louis Trinity Fiduciary Partners, LLC

FPA - Gulf States Chapter TrueSquid, LLC

FPA - Hampton Roads Chapter Trust Education Foundation, Inc.

FPA - Hawaii Chapter U.S. Bank National Association

FPA - Houston Chapter U.S. Energy Development Corporation

FPA - Idaho U.S. Trust Bank of America Private Wealth Management

19

FPA - Illinois Chapter U.S. Wealth Management, LLC

FPA - Iowa Chapter UBS Financial Services Inc. Business University

FPA - Kansas Society UCLA Extension

FPA - Kentuckiana Chapter UJA - Federation of Jewish Philanthropies of New York Inc.

FPA - Long Island Chapter Unified Trust Company, N.A.

FPA - Los Angeles Chapter Union Bank/College Savings Plan Group

FPA - Maryland Chapter United Cerebral Palsy Association of Greater Cleveland

FPA - Massachusetts Chapter United Jewish Federation - Northeastern New York

FPA - Metro New York United Retirement Plan Consultants

FPA - Miami Chapter United Way - Miami-Dade

FPA - Michigan Chapter United Way of Portage County

FPA - Middle Tennessee Chapter University at Buffalo School of Management

FPA - Minnesota Chapter University of Alabama - College of Continuing Studies

FPA - Mississippi Chapter University of Florida Foundation, Inc.

FPA - National Capital Chapter University of Hawaii Foundation, Estate and Gift Planning

FPA - NE Ohio Chapter University of Illinois - Tax School

FPA - Nebraska Chapter University of Illinois, Financial Planning Concentration

FPA - New Jersey Chapter University of Miami - School of Law

FPA - NorCal Conference University of Michigan

FPA - North Alabama Chapter University of Missouri - Kansas City School of Law Continuing Legal Education

FPA - Northeast Florida University of Nebraska - College of Law

FPA - Northeastern New York Chapter University of Richmond - School of Law

FPA - Northern California Chapter University of Texas - School of Law

FPA - Northern New England Chapter University of Washington School of Law

FPA - Orange County Chapter University of Wisconsin - Marathon County, Continuing Education

FPA - Oregon & SW Washington Chapter US SIF

FPA - Philadelphia Tri-State Chapter USAA Financial Planning Network

FPA - Pittsburgh Chapter USC Gould School of Law - Continuing Legal Education

FPA - Puget Sound Chapter Utah Educational Savings Plan

FPA - Rhode Island Chapter Utah Planned Giving Roundtable

20

FPA - San Antonio and South Texas Chapter Utah Valley Estate Planning Council

FPA - San Diego Chapter Utah Valley University

FPA - San Francisco Chapter VA Society of Tax & Accounting Professionals

FPA - San Gabriel Chapter Valeo Financial Advisors, LLC

FPA - Silicon Valley Chapter Vermont Tax Seminar, Inc.

FPA - South Carolina Chapter Vern Hoven Tax Seminars

FPA - South Florida Vestwell

FPA - Southern Arizona Chapter Victory Capital Management

FPA - Southern Colorado Chapter VIP Mortgage Inc.

FPA - Southern Tier of New York Virginia Society of CPAs

FPA - Southwest Florida Chapter Virtu

FPA - Southwestern Ohio Virtus Investment Partners

FPA - Spokane Chapter Voya Retirement Insurance and Annuity Company

FPA - SunCoast Waddell & Reed Financial, Inc.

FPA - Tampa Bay Chapter Ward & Connolly

FPA - The Triangle Warren Averett, LLC

FPA - Tulsa Chapter Washington Planned Giving Council

FPA - Utah Chapter Wealth Enhancement Group

FPA - Ventura County Wealth Strategies Institute, LLC

FPA - Western New York Chapter WealthCounsel, LLC

FPA - Wisconsin Wealthmanagement.com

Franklin Templeton WealthPoint, LLC

FS Investments WebCE, Inc.

FSP Pittsburgh Chapter Weitz Investment Management, Inc.

FTJ FundChoice, LLC. Wellesley Asset Management

Garrett Planning Network, Inc. Wells Fargo - Funds Management LLC

Gear Up Wells Fargo Advisors

Geiger Law Office, P.C. Werntz & Associates, Inc.

Geisinger Health System Foundation West Liberty University

Georgia Association of Enrolled Agents West River Estate & Financial Planning Council

Georgia Society of Certified Public Accountants, Inc. Western CPE

Gerstein Fisher Western Kentucky University Dept. of Finance

Gift Planning Institute Western Pension & Benefits Council

Givner & Kaye, A Professional Corporation Wharton Executive Education

21

Global CPE Whealthcare Planning

Global Interdependence Center Wheeling Jesuit University

Goldman Sachs Wilcox Law Firm, P.C.

Good Capital Project William Blair

Gordon Fischer Law Firm Williams Mullen

GraniteShares ETFs Windham Labs

Greater Green Bay Community Foundation Window to the World Communications, Inc.

Greater New Orleans Foundation Wisconsin Institute of Certified Public Accountants

Greene Consulting Associates LLC WisdomTree

Griffin Capital Company Withum Smith & Brown, PC

Guardian Life Insurance Company of America Wollman, Gehrke & Associates, P.A.

Guggenheim Investments Women's Estate Planning Council

GuideStone Financial Resources Woods Oviatt Gilman LLP

GW&K Investment Management Woolf, McClane, Bright, Allen & Carpenter, PLLC

H C Denison Company Wright State University Raj Soin College of Business

HalfMoon Education Inc. XtraCredits

Hamilton Capital Management XY Planning Network

Hanlon Investment Management Yellowstone Boys and Girls Ranch Foundation

Hartford Funds Distributors, LLC YMCA of San Diego County

Harvest Exchange Corp Yorkville Capital Management LLC

Hawaii Community Foundation Young Conaway Stargatt & Taylor, LLP

Hawaii Tax Institute Foundation Zacharia & Brown

HBK Source Financial LLC Zahn Associates Inc.

HD Vest Financial Services Zeiders Enterprises, Inc.

Heartland Advisors Zeo Capital Advisors

Heather Jarvis, Student Loan Expert Zero Alpha Group