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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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Meridian Financial Group, LLC

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

26.5445752

-81.8395043

Meridian Financial Group, LLC

Professional Financial Services, Inc.

16875 Crestview Lane  Weston, FL 33326

26.111908

-80.38332779999999

Professional Financial Services, Inc.

Cammon Company

Peabody Plaza 701 Market Street Suite 300  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

UFC4Wealth

Interamerican Financial Consulting Group, Inc.

4770 Biscayne Boulevard Suite 980  Miami, FL 33158

25.8188484

-80.18856939999999

UFC4Wealth

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4977813

-111.8889672

1776 Advisor Group

Swartzbaugh-Farber & Associates, Inc.

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

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Ownership Advisors, Inc.

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

41.3961765

-81.6626513

Ownership Advisors, Inc.

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.687419

-75.660772

Newton One Advisors

Coyle Company, The

Coyle Company Insurance Group, LLC, The

160 Gould Street, Suite 203  Needham, MA 02494

42.304834

-71.22847677321631

Coyle Company, The

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

OneTeam Financial, LLC

331 Newman Springs Road Building 1, Suite 107  Red Bank, NJ 07701

40.334895

-74.095479

OneTeam Financial, LLC

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

RockBridge Group, LLC

1950 Stonegate Drive Suite 230  Birmingham, AL 35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

Heritage Capital Strategies, Inc.

2555 Townsgate Road Suite 105  Westlake Village, CA 91361

34.1548914

-118.823379

Heritage Capital Strategies, Inc.

Navon Wealth Advisors, LLC

5950 Sherry Lane, Suite 217  Dallas, TX 75225

32.862178

-96.8110635

Navon Wealth Advisors, LLC

R.O.W. Group, The

Southeast Financial Group, Inc.

2020 21st Avenue South Suite 200  Nashville, TN 37212

36.13198200000001

-86.80101499999999

R.O.W. Group, The

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

Legacy Advisors, LLC

5 Apollo Road Suite 100  Plymouth Meeting, PA 19462

40.1297414

-75.2825966

Legacy Advisors, LLC

HORAN Wealth

Horan Wealth, LLC

8044 Montgomery Road Suite 640  Cincinnati, OH 45236

39.20142250371401

-84.37053740178283

HORAN Wealth

M Advisory Group

Cal-Surance Benefit Plans, Inc.

2377 Crenshaw Boulevard Suite 150  Torrance, CA 90501

33.8233305

-118.3298486

M Advisory Group

McInnes Group, Inc.

3500 W. 75th Street Suite 200  Prairie Village, KS 66208

38.9934375

-94.6261344

McInnes 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.

Gateway Financial Group, Inc.

Four PPG Place Suite 600  Pittsburgh, PA 15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Golconda Partners, LLC

550 5th Avenue 11th Floor  New York, NY 10036

40.7559959

-73.9796259

Golconda Partners, LLC

Eslick Financial Group, Inc.

999 Home Plaza Suite 201  Waterloo, IA 50701

42.4584325

-92.37557749999999

Eslick Financial Group, Inc.

Bridge Life, LLC

13986 West Bowles Avenue Suite 200  Littleton, CO 80127

39.6079985

-105.1557399

Bridge Life, LLC

Parq Advisors

600 Corporate Pointe Suite 600  Culver City, CA 90230

33.98849610000001

-118.3859579

Parq Advisors