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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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Sandstone Life Strategies, LLC

14 Olmsted Street  Birmingham, AL 35242

33.4076718

-86.6294086

Sandstone Life Strategies, LLC

M Advisory Group

Cal-Surance Benefit Plans, Inc.

24536 Hawthorne Boulevard  Torrance, CA 90505

33.7987543

-118.3504417

M Advisory Group

BoliColi

GW Financial, LLC

281 Main Street  Reading, MA 01867

42.5153602

-71.10330549999999

BoliColi

Executive Compensation Group, LLC, The

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

29.1908677

-81.08180089999999

Executive Compensation Group, LLC, The

TRC Financial Insurance Services

2 Venture, Suite 455  Irvine, CA 92618

33.678436

-117.7684522

TRC Financial Insurance Services

Mack Financial Group, Inc.

3388 Founders Road Suite 100  Indianapolis, IN 46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

DSG Family Legacy Insurance Solutions, Inc.

1340 Valley Vista Drive Suite 200  Diamond Bar, CA 91765

33.9973496

-117.8365333

DSG Family Legacy Insurance Solutions, Inc.

Queally Group, Incorporated

700 Coral Street 1st Floor, Suite 146  Stamford, CT 06902

41.0474873

-73.552318

Queally Group, Incorporated

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4979118

-111.8890852

1776 Advisor Group

BFA Wealth Partners

BFA Capital Partners, LLC

6406 Ivy Lane, Suite 220  Greenbelt, MD 20770

39.0094016

-76.8952806

BFA Wealth Partners

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.74785

-92.272449

Stephens Insurance, LLC

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

Morgan Advisory Group

2101 East Coast Highway Suite 120  Corona Del Mar, CA 92625

33.6060809

-117.8769473

Morgan Advisory Group

Navon Wealth Advisors, LLC

5950 Sherry Lane, Suite 217  Dallas, TX 75225

32.862178

-96.8110635

Navon Wealth Advisors, LLC

Perspective Financial Group, an Alera Company

Pentra, LLC

1041 Old Cassatt Road  Berwyn, PA 19312

40.0481337

-75.4433136

Perspective Financial Group, an Alera Company

Tippett Moorhead & Haden, An Alera Group Agency, LLC

3200 Park Center Drive Suite 550  Costa Mesa, CA 92626

33.6908693

-117.881472

Tippett Moorhead & Haden, An Alera Group Agency, LLC

Thomas Financial Group

5550 West Executive Drive Suite 500  Tampa, FL 33609

27.9464968

-82.5390441

Thomas Financial Group

Silverstone Group, LLC

Hub International Great Plains, LLC

11516 Miracle Hills Drive Suite 100  Omaha, NE 68154

41.2685833

-96.093882

Silverstone Group, LLC

M/Barrington Corporation

1325 W. Towne Square Road  Mequon, WI 53092

43.2178027

-87.9257049

M/Barrington Corporation

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

Greenberg, Wexler & Eig, LLC

7315 Wisconsin Avenue, Suite 250 E  Bethesda, MD 20814

38.9827812

-77.0928538

Greenberg, Wexler & Eig, LLC

Eslick Financial Group, Inc.

999 Home Plaza Suite 201  Waterloo, IA 50701

42.4584325

-92.37557749999999

Eslick Financial Group, Inc.

Worth Corporate Planning, LLC

One N. Clematis Street Suite 305  West Palm Beach, FL 33401

26.7139127

-80.0498996

Worth Corporate Planning, LLC

Crescent Wealth Advisory

Crescent Wealth Management, Inc.

200 Galleria Parkway Suite 1880  Atlanta, GA 30339

33.8861105

-84.4635494

Crescent Wealth Advisory

Elevated Strategies Insurance Services

4035 E. Thousand Oaks Blvd., Suite 350  Westlake Village, CA 91362

34.1610275

-118.8213683

Elevated Strategies Insurance Services

Rohe Levy Financial and Insurance Services, Inc.

3131 Camino Del Rio North Suite 415  San Diego, CA 92108

32.7750480

-117.1273564

Rohe Levy Financial and Insurance Services, Inc.

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.687419

-75.660772

Newton One Advisors

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

Genmark, LLC

102 S. Wynstone Park Drive  North Barrington, IL 60010

42.2180694

-88.1125656

Genmark, LLC

Jones Lowry

R. Marshall Jones, Inc.

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

26.7102644

-80.09986690000001

Jones Lowry

Arlen Corporation

117 Metro Center Boulevard Suite 2006  Warwick, RI 02886

41.725456

-71.454494

Arlen Corporation

Mullin Barens Sanford Financial & Insurance Services, LLC

1421 Emerson Avenue  Oxnard, CA 93033

34.1832399

-119.1634934

Mullin Barens Sanford Financial & Insurance Services, LLC

Burgess Group, Inc., The

103 Social Hall Avenue  Salt Lake City, UT 84111

40.7685248

-111.8879678

Burgess Group, Inc., The

Succession Capital Alliance

4695 MacArthur Court Suite 400  Newport Beach, CA 92660

33.6705788

-117.8621540

Succession Capital Alliance

JKJ Financial Services

SDM, Inc.

109 Pheasant Run  Newtown, PA 18940

40.2259434

-74.9142092

JKJ Financial Services

Tenzing Insurance Strategies

Tenzing Advisors, LLC

20 Pickering Street  Needham, MA 02492

42.2799771

-71.2368746

Tenzing Insurance Strategies

HEIRMARK, LTD

5005 Rockside Road, Ste. 600  Cleveland, OH 44131

41.3982361

-81.6541426

HEIRMARK, LTD

Lindberg & Ripple

LRI LLC

29 South Main Street Suite 311  West Hartford, CT 06107

41.7599592

-72.7425099

Lindberg & Ripple

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

Peck Financial

7100 W. Camino Real Suite 403  Boca Raton, FL 33433

26.3436071

-80.1562675

Peck Financial