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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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Krizek Group, The

500 Elm Grove Road Suite 103  Elm Grove, WI 53122

43.0419415

-88.07903680000001

Krizek Group, The

RockBridge Group, LLC

1950 Stonegate Drive Suite 230  Birmingham, AL 35242

33.4825885

-86.70141629999999

RockBridge Group, LLC

Gateway Financial Group, Inc.

Four PPG Place Suite 600  Pittsburgh, PA 15222

40.4398819

-80.0034788

Gateway Financial Group, Inc.

Parq Advisors

600 Corporate Pointe Suite 600  Culver City, CA 90230

33.98849610000001

-118.3859579

Parq Advisors

Advanced Life Insurance Strategies, Inc.

707 Richards Street Suite 711  Honolulu, HI 96813

21.305294

-157.8621482

Advanced Life Insurance Strategies, Inc.

Alkeme Financial

Mogul Insurance Agency, Inc.

6675 Mediterranean Drive STE 301  McKinney, TX 75072

33.1962649

-96.7059486

Alkeme Financial

Alvarez Group, Private Client LLC, The

One Westminster Place Suite 110  Lake Forest, IL 60045

42.2535051

-87.8420607

Alvarez Group, Private Client LLC, The

AUCTORIS

Benefit Concepts Of Colorado, Inc.

6312 South Fiddlers Green Circle, Suite 300E Room 359  Greenwood Village, CO 80111

39.6033445

-104.8934128

AUCTORIS

Waxman Lawson Financial

2314 Woodlawn Boulevard  Austin, TX 78703

30.2912102

-97.758180

Waxman Lawson Financial

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

VISO Insurance Services, LLC

2 Southgate Street  Atherton, CA 94027

37.4619529

-122.2066067

VISO Insurance Services, LLC

Tippett Moorhead & Haden, An Alera Group Agency, LLC

18575 Jamboree Road, Suite 500  Irvine, CA 92612

33.6698516

-117.8513358

Tippett Moorhead & Haden, An Alera Group Agency, LLC

Heritage Strategies, LLC

135 Crossways Park Drive Suite 402  Woodbury, NY 11797

40.8082946

-73.48619169999999

Heritage Strategies, LLC

Valley Financial Solutions

2847 Penn Forest Blvd. Suite 100  Roanoake, VA 24018

37.2224387

-79.9896336

Valley Financial Solutions

Corrigan & Company

Protective Financial & Insurance Services, Inc.

138 Powers Avenue  Santa Barbara, CA 93103

34.4259483

-119.7059336

Corrigan & Company

Succession Capital Alliance

4695 MacArthur Court Suite 400  Newport Beach, CA 92660

33.6705788

-117.8621540

Succession Capital Alliance

Jamieson Financial Services, LLC

1 Northfield Plaza Suite 430  Northfield, IL 60093

42.1076176

-87.7737308

Jamieson Financial Services, LLC

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

Professional Financial Services, Inc.

607 San Marino Drive  Lady Lake, FL 32159

26.111908

-80.38332779999999

Professional Financial Services, Inc.

Pappas Financial

30301 Northwestern Highway Suite 200  Farmington Hills, MI 48334

42.5091553

-83.32448250000002

Pappas Financial

WealthPoint

2398 E. Camelback Road Suite 320  Phoenix, AZ 85016

33.5101279

-112.0308382

WealthPoint

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

Wellspring Global Insurance Solutions

Wellspring Insurance Network

2635 North First Street Suite 256  San Jose, CA 95134

37.386464

-121.9293676

Wellspring Global Insurance Solutions

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

OneTeam Financial, LLC

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

40.334895

-74.095479

OneTeam Financial, LLC

GDK & Company

Greenwald Underwriting Associates

5771 Mayfair Road  North Canton, OH 44720

40.9135311

-81.4219533

GDK & Company

Queally Group, Incorporated

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

41.0474873

-73.552318

Queally Group, Incorporated

Swartzbaugh-Farber & Associates, Inc.

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

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

McDowell Financial Group

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

43.489863

-96.71868789999999

McDowell Financial Group

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

HEIRMARK, LTD

5005 Rockside Road, Ste. 600  Cleveland, OH 44131

41.3982361

-81.6541426

HEIRMARK, LTD

Pillar International Insurance Advisors, LLC

600 University Street Suite 2800  Seattle, WA 98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

UFC4Wealth

Interamerican Financial Consulting Group, Inc.

4770 Biscayne Boulevard Suite 980  Miami, FL 33137

25.8188484

-80.18856939999999

UFC4Wealth

Benson Blackburn, an Alera Group Agency, LLC

5150 Tamiami Trail N., Suite 501  Naples, FL 34103

26.2096333

-81.7992356

Benson Blackburn, an Alera Group Agency, LLC

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

Golconda Partners, LLC

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

40.7559959

-73.9796259

Golconda Partners, LLC

Evergreen Consulting, Inc.

6756 Executive Oak Lane  Chattanooga, TN 37421

35.0454764

-85.1674433

Evergreen Consulting, Inc.

Morgan Advisory Group

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

33.6060809

-117.8769473

Morgan Advisory Group

Cammon Company

701 Market Street Suite 300  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

TRC Financial Insurance Services

2 Venture, Suite 455  Irvine, CA 92618

33.678436

-117.7684522

TRC Financial Insurance Services