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M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find the firm that’s right for your needs below.

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Pinnacle Financial Group

144 Turnpike Road Suite 110  Southborough, MA 01772

42.2920194

-71.5185163

Pinnacle Financial Group

Horan Securities, Inc.

4990 East Galbraith Road Suite 102  Cincinnati, OH 45236

39.2071189

-84.3787612

Horan Securities, Inc.

Benefits Group, LLC, The

9700 Westland Drive Suite 103  Knoxville, TN 37922

35.8751337

-84.0954696

Benefits Group, LLC, The

ViaForte, Inc.

1700 West 82nd Street Suite 180  Bloomington, MN 55431

44.85617329999999

-93.3004981

ViaForte, Inc.

Greenberg, Wexler & Eig, LLC

4600 East West Highway Suite 875  Bethesda, MD 20814

38.9844519

-77.0928692

Greenberg, Wexler & Eig, LLC

McDowell Financial Group

609 East Tan Tara Circle Suite 101  Sioux Falls, SD 57108

43.489863

-96.71868789999999

McDowell Financial Group

Benson Blackburn, LLC

999 Vanderbilt Beach Road Suite 606  Naples, FL 34108

26.2513606

-81.79930519999999

Benson Blackburn, LLC

Evergreen Consulting, Inc.

1200 Premier Drive Suite 210  Chattanooga, TN 37421

35.0141235

-85.1878662

Evergreen Consulting, Inc.

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

AUCTORIS

Benefit Concepts Of Colorado, Inc.

5299 DTC Boulevard Suite 1101  Greenwood Village, CO 80111

39.6205293

-104.8907526

AUCTORIS

Cammon Company

Bryant Group, Inc.

Peabody Plaza 701 Market Street Suite 1200  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

Altium Wealth Management

Altium Planning, LLC

2500 Westchester Avenue Suite 210  Purchase, NY 10577

41.0118635

-73.6987734

Altium Wealth Management

M Advisory Group

Cal-Surance Benefit Plans, Inc.

2377 Crenshaw Boulevard Suite 150  Torrance, CA 90501

33.8233103

-118.3297946

M Advisory Group

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0416943

-87.75504649999999

Robinson Financial Group, Inc., The

M/Barrington Corporation

1325 W. Towne Square Road  Mequon, WI 53092

43.2178027

-87.9257049

M/Barrington Corporation

Mullin Barens Sanford Financial & Insurance Services, LLC

2242 Purdue Avenue  Los Angeles, CA 90064

34.0358608

-118.4416959

Mullin Barens Sanford Financial & Insurance Services, LLC

Houghton Financial Partners, LLC

210 North Campbell  El Paso, TX 79901

31.76097589999999

-106.4847964

Houghton Financial Partners, LLC

Greenberg & Rapp Financial Group, Inc.

72 Eagle Rock Avenue Suite 302  East Hanover, NJ 07936

40.8326021

-74.3387216

Greenberg & Rapp Financial Group, Inc.

Professional Financial Services, Inc.

16875 Crestview Lane  Weston, FL 33326

26.111908

-80.38332779999999

Professional Financial Services, Inc.

BryanMark Group, Inc.

7700 Bonhomme Avenue Suite 550  St. Louis, MO 63105

38.647064

-90.3351031

BryanMark Group, Inc.

OneTeam Financial, LLC

21 Commerce Drive Suite 301  Cranford, NJ 07016

40.6455937

-74.2849157

OneTeam Financial, LLC

Corrigan Company

Protective Financial & Insurance Services, Inc.

32 E Sola Street  Santa Barbara, CA 93101

34.4259483

-119.7059336

Corrigan Company

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

Bridge Financial Group, LLC

13986 West Bowles Avenue Suite 200  Littleton, CO 80127

39.6079985

-105.1557399

Bridge Financial Group, LLC

Arlen Corporation

117 Metro Center Boulevard Suite 2006  Warwick, RI 02886

41.7254908

-71.4545419

Arlen Corporation

TRC Financial Insurance Services

1 Post Suite 150  Irvine, CA 92618

33.67839

-117.7684431

TRC Financial Insurance Services

Brown Company, The

175 Derby Street Suite 14  Hingham, MA 02043

42.1794838

-70.91417009999999

Brown Company, The

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

Ownership Advisors, Inc.

6100 Oak Tree Boulevard South Park Center Plaza I Suite 420  Cleveland, OH 44131

41.3961765

-81.6626513

Ownership Advisors, Inc.

Clary Executive Benefits LLC

17470 N Pacesetter Way  Scottsdale, AZ 85255

33.6446848

-111.9010829

Clary Executive Benefits LLC

Lyman Group, LLC, The

601 Union Street Suite 3212  Seattle, WA 98101

47.6101545

-122.332374

Lyman Group, LLC, The

Tenzing Insurance Strategies

Tenzing Advisors, LLC

10 Chestnut Street Suite 7  Needham, MA 02492

42.2799771

-71.2368746

Tenzing Insurance Strategies

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225  Lafayette, CA 94549

37.8911167

-122.1276315

Wallace Advisory Group

JKJ Financial Services

SDM, Inc.

109 Pheasant Run  Newtown, PA 18940

40.2259434

-74.9142092

JKJ Financial Services

Pappas Financial

30301 Northwestern Highway Suite 200  Farmington Hills, MI 48334

42.509051

-83.3244098

Pappas Financial

BoliColi.com

GW Financial, LLC

281 Main Street  Reading, MA 01867

42.5153602

-71.10330549999999

BoliColi.com

Chernoff Diamond & Co., LLC

725 RXR Plaza East Tower  Uniondale, NY 11556

40.7198632

-73.5832705

Chernoff Diamond & Co., LLC

Wellspring Global Insurance Solutions

Wellspring Insurance Network

2635 North First Street Suite 201  San Jose, CA 95134

37.3865365

-121.9294893

Wellspring Global Insurance Solutions

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2727859

-81.7962314

Retirement & Insurance Resources, LLC

Alvarez Group, Private Client LLC, The

One Westminster Place Suite 110  Lake Forest, IL 60045

42.253257

-87.84200729999999

Alvarez Group, Private Client LLC, The

DSG Family Legacy Insurance Solutions, Inc.

1340 Valley Vista Drive Suite 200  Diamond Bar, CA 91792

33.9973422

-117.8365183

DSG Family Legacy Insurance Solutions, Inc.

MBL Advisors Inc.

1017 East Morehead Street Suite 100  Charlotte, NC 28204

35.212567

-80.8430118

MBL Advisors Inc.

Catalyst Solutions Group, Inc.

28 W. Adams Avenue Suite 1600  Detroit, MI 48226

42.3368532

-83.05168049999999

Catalyst Solutions Group, Inc.

Waxman Lawson Financial

3602 Murillo Circle  Austin, TX 78703

30.3048889

-97.773888

Waxman Lawson Financial

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900  Portland, OR 97209

45.5238126

-122.6825527

M Benefit Solutions

Parq Advisors

9595 Wilshire Boulevard Suite 300  Beverly Hills, CA 90212

34.0675186

-118.4024758

Parq Advisors

Dodd Consulting, LLC

One Landmark Square 8th Floor  Stamford, CT 06901

41.0546921

-73.5380387

Dodd Consulting, LLC

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4759844

-86.7647898

Capital Strategies Group, Inc.

Barry, Evans, Josephs Snipes

J.M. Barry & Associates, LLC

1100 Kenilworth Avenue Suite 110  Charlotte, NC 28204

35.2068553

-80.8406765

Barry, Evans, Josephs Snipes

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

Downey Group, Inc., The

P.O. Box 1460  Champaign, IL 61824

40.1211828

-88.2434596

Downey Group, Inc., The

GDK Company

Greenwald Underwriting Associates

5771 Mayfair Road  North Canton, OH 44720

40.9135311

-81.4219533

GDK Company

Vie International Financial Services, Ltd.

10 Brick Street May Fair  London, W1J7DF 

51.5048532

-0.1487717

Vie International Financial Services, Ltd.

Strategic Advisor Group

CapFinancial Partners, LLC

600 Hamilton Street Suite 900  Allentown, PA 18101

40.602372

-75.4698781

Strategic Advisor Group

Coyle Company, The

Coyle Company Insurance Group, LLC, The

Wellesley Office Park 20 William Street  Wellesley, MA 02481

42.3190805

-71.2335697

Coyle Company, The

Goldstein Financial Group, LLC

740 Waukegan Road Suite 310  Deerfield, IL 60015

42.1656116

-87.847649

Goldstein Financial Group, LLC

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132975

-97.8541355

Erben Associates, LLC

Nease, Lagana, Eden & Culley, Inc.

2000 RiverEdge Parkway Suite 700  Atlanta, GA 30328

33.9062206

-84.43818999999999

Nease, Lagana, Eden & Culley, Inc.

My Advisor & Planner LLC

65 North River Lane Suite 212  Geneva, IL 60134

41.88804529999999

-88.3033135

My Advisor & Planner LLC

Warner Companies, The

L. Warner Companies, Inc., The

9690 Deereco Road Suite 650  Timonium, MD 21093

39.4541559

-76.6403222

Warner Companies, The

Sitzmann, Morris & Boyle Insurance Agency, LLC

3697 Mt. Diablo Boulevard Suite 100  Lafayette, CA 94549

37.8893079

-122.1305153

Sitzmann, Morris & Boyle Insurance Agency, LLC

Madison & Main Advisors, LLC

266 Main Street  Madison, NJ 07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

Meridian Financial Group, LLC

13710 Ben C Pratt/Six Mile Cypress Parkway Suite 3  Fort Myers, FL 33912

26.5445742

-81.8394761

Meridian Financial Group, LLC

Gencorp Insurance Financial Services

EB, Inc.

16 Main Street  East Greenwich, RI 02818

41.6636871

-71.4496683

Gencorp Insurance Financial Services

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402  Woodbury, NY 11797

40.8083479

-73.4860592

Heritage Strategies, LLC

Apexium Insurance Services LP

529 Fifth Avenue 4th Floor  New York, NY 10017

40.7543836

-73.9796053

Apexium Insurance Services LP

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550  Denver, CO 80237

39.6335801

-104.8977265

Financial Designs Ltd.

Swartzbaugh-Farber & Associates, Inc.

Financial Plaza 9140 West Dodge Road Suite 418  Omaha, NE 68114

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Executive Compensation Group, LLC, The

325 N. Williamson Boulevard Suite 120  Daytona Beach, FL 32114

29.1909395

-81.0817177

Executive Compensation Group, LLC, The

Madison Group, The

5299 DTC Boulevard Suite 1100  Greenwood Village, CO 80111

39.6205293

-104.8907526

Madison Group, The

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

Colorado Financial Group, Inc.

1586 South 21st Street Suite 100  Colorado Springs, CO 80904

38.8305621

-104.8595707

Colorado Financial Group, Inc.

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

Gateway Financial Group, Inc.

Four PPG Place Suite 600  Pittsburgh, PA 15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

Pillar International Insurance Advisors, LLC

601 Union Street Suite 1501  Seattle, WA 98101

47.6101545

-122.332374

Pillar International Insurance Advisors, LLC

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.6873986

-75.6607658

Newton One Advisors

Eslick Financial Group, Inc.

999 Home Plaza Suite 201  Waterloo, IA 50701

42.4584325

-92.37557749999999

Eslick Financial Group, Inc.

Heritage Capital Strategies, Inc.

2815 Townsgate Road Suite 120  Westlake Village, CA 91361

34.1548914

-118.823379

Heritage Capital Strategies, Inc.

Winged Keel Group

1700 Broadway 34th Floor  New York, NY 10019

40.7635183

-73.9823457

Winged Keel Group

Mack Financial Group, Inc.

3388 Founders Road Suite 100  Indianapolis, IN 46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

Perspective Financial Group, an Alera Company

Pentra, LLC

22 Cassatt Avenue Suite 100  Berwyn, PA 19312

40.0481427

-75.443258

Perspective Financial Group, an Alera Company

Kornreich Insurance Brokerage Services

Kornreich Insurance Brokerage Services Of NJ, Inc.

350 Madison Avenue, 7th Floor  New York, NY 10017

40.7547484

-73.97864109999999

Kornreich Insurance Brokerage Services

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711  Honolulu, HI 96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

Valley Forge Financial Group, Inc.

1000 Westlakes Drive Suite 200  Berwyn, PA 19312

40.061307

-75.4686093

Valley Forge Financial Group, Inc.

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

Cypress Strategies

Grenert Financial Group, LLC

C/O 6424 E. Greenway Parkway Suite 100  Scottsdale, AZ 85254

33.6262506

-111.9422351

Cypress Strategies

MullinTBG

Mullin TBG Insurance Agency Services, LLC

100 North Pacific Coast Highway Suite 500  El Segundo, CA 90245

33.9164349

-118.3958516

MullinTBG

Gideon Strategic Partners, LLC

1411 5th Street Suite 306  Santa Monica, CA 90401

34.0171064

-118.4937729

Gideon Strategic Partners, LLC

SilverStone Group

SilverStone Group, Incorporated

11516 Miracle Hills Drive Suite 100  Omaha, NE 68154

41.2685833

-96.093882

SilverStone Group

Southern Wealth Management, LLP

5005 LBJ Freeway Suite 1313  Dallas, TX 75244

32.927956

-96.82212039999999

Southern Wealth Management, LLP

Financial Concepts Inc.

P.O. Box 554  Ann Arbor, MI 43106

42.2780436

-83.7382241

Financial Concepts Inc.

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.7478754

-92.2723491

Stephens Insurance, LLC

Jones Lowry

R. Marshall Jones, Inc.

470 Columbia Drive Suite E-100  West Palm Beach, FL 33409

26.7104618

-80.09975779999999

Jones Lowry

Carlson Hammond

Private Capital Financial Advisors, Inc.

755 Baywood Drive 2nd Floor  Petaluma, CA 94954

38.23115050000001

-122.6133938

Carlson Hammond

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Wealth Preservation Partners, LLC

90 Hopmeadow Street  Simsbury, CT 06089

41.82881440000001

-72.8227508

Wealth Preservation Partners, LLC

Premier Partners, LLC

1430 South Dixie Highway Suite 321  Coral Gables, FL 33146

25.7096451

-80.28200149999999

Premier Partners, LLC

RockBridge Group, LLC

1950 Stonegate Drive Suite 230  Birmingham, AL 35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

United Financial Consultants

Interamerican Financial Consulting Group, Inc.

4770 Biscayne Boulevard Suite 980  Miami, FL 33158

25.8230555

-80.1871663

United Financial Consultants

Pfleger Financial Group, Inc.

P. Financial, Inc.

2600 S. Douglas Road Suite 1010  Coral Gables, FL 33134

25.7480579

-80.25453999999999

Pfleger Financial Group, Inc.