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Companies And Associations

  1. American Council Of Life Insurers (ACLI)
  2. American Funds Distributors
  3. American International Group (AIG)
  4. Ameriprise Financial
  5. Bank Of America Corp.
  6. Bank Of New York Mellon Corp.
  7. BlackRock Inc.
  8. Certified Financial Planner Board Of Standards Inc. (CFP Board)
  9. Charles Schwab & Co.
  10. Citigroup Inc.
  11. Commonwealth Financial Network LLP
  12. Eaton Vance Distributors Inc.
  13. Edward Jones
  14. Federal Reserve
  15. Fidelity Investments
  16. Financial Industry Regulatory Authority (FINRA)
  17. Financial Planning Association (FPA)
  18. Financial Services Institute Inc. (FSI)
  19. Franklin Templeton Investments
  20. Genworth Financial Inc.
  21. Goldman Sachs & Co.
  22. Hartford Financial Services Group
  23. ING Group
  24. Internal Revenue Service (IRS)
  25. Invesco Ltd.
  26. Investment Company Institute (ICI)
  27. Janus Capital Group
  28. JPMorgan Chase & Co.
  29. Legg Mason Inc.
  30. Lincoln National Corp.
  31. LPL Financial
  32. Massachusetts Mutual Life Insurance Co.
  33. Merrill Lynch
  34. Metropolitan Life Insurance Co. (MetLife)
  35. MFS Investment Management
  36. Money Management Institute (MMI)
  37. Morgan Stanley & Co.
  38. Morgan Stanley Smith Barney (MSSB)
  39. Morningstar Inc.
  40. National Association Of Insurance Commissioners (NAIC)
  41. National Association Of Personal Financial Advisors (NAPFA)
  42. Nationwide Mutual Insurance Company
  43. New York Life Insurance Co.
  44. North American Securities Administrators Association Inc (NASAA)
  45. OppenheimerFunds Inc.
  46. Pacific Investment Management Company (Pimco)
  47. Pershing LLC
  48. Principal Financial Group
  49. Prudential Insaurance Co. Of America
  50. Putnam Investments
  51. Raymond James & Associates Inc.
  52. RBC Wealth Management
  53. Securities America Inc.
  54. Securities And Exchange Commission (SEC)
  55. Securities Industry And Financial Markets Association (SIFMA)
  56. State Street Global Advisors
  57. Stifel Financial Corp.
  58. Sun Life Assurance Company Of Canada
  59. T. Rowe Price Group
  60. TD Ameritrade Institutional
  61. UBS AG
  62. UBS Wealth Management
  63. Vanguard Group
  64. Wells Fargo & Co.

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