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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

Becker Suffern McLanahan, Ltd.

1245 West Causeway Approach  Mandeville, LA 70471

30.3848578

-90.09519449999999

Becker Suffern McLanahan, Ltd.

Apexium Insurance Services LP

411 Theodore Fremd 4th Floor Suite 206S  Rye, NY 10580

40.9735833

-73.7006990

Apexium Insurance Services LP

Madison & Main Advisors, LLC

266 Main Street  Madison, NJ 07940

40.7513632

-74.4025233

Madison & Main Advisors, LLC

McInnes Group, Inc.

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

38.9934375

-94.6261344

McInnes Group, Inc.

Greenberg, Wexler & Eig, LLC

7315 Wisconsin Avenue, Suite 250 E  Bethesda, MD 20814

38.9827812

-77.0928538

Greenberg, Wexler & Eig, LLC

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

GDK & Company

Greenwald Underwriting Associates

5771 Mayfair Road  North Canton, OH 44720

40.9135311

-81.4219533

GDK & Company

Waxman Lawson Financial

2314 Woodlawn Boulevard  Austin, TX 78703

30.2912102

-97.758180

Waxman Lawson Financial

Golconda Partners, LLC

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

40.7559959

-73.9796259

Golconda Partners, LLC

MBL Advisors Inc.

301 S. McDowell Street, Suite 1100  Charlotte, NC 28204

35.2182000

-80.8375725596834

MBL Advisors Inc.

Koptis Organization, LLC, The

30432 Euclid Avenue #201  Wickliffe, OH 44092

41.6179628

-81.45750939999999

Koptis Organization, LLC, The

Vie International Financial Services, Ltd.

118 Piccadilly  London, W1J 7NW 

51.5046326908112

-0.1479035

Vie International Financial Services, Ltd.

Financial Concepts, Inc.

24 Frank Lloyd Wright Drive, Suite 3050 H  Ann Arbor, MI 48105

42.3174853

-83.68279249999999

Financial Concepts, Inc.

Legacy Advisors, LLC

5 Apollo Road Suite 100  Plymouth Meeting, PA 19462

40.1297414

-75.2825966

Legacy Advisors, LLC

MullinTBG

Mullin TBG Insurance Agency Services, LLC

865 Dove Street, Suite 318  Newport Beach, CA 92660

33.6727639

-117.8436883

MullinTBG

Retirement & Insurance Resources, LLC

1185 Immokalee Road Suite 120  Naples, FL 34110

26.2728009

-81.79629489999999

Retirement & Insurance Resources, LLC

Ressourcement, Inc.

114 W. Third Street  Perrysburg, OH 43551

41.5577879

-83.629252

Ressourcement, Inc.

Peter M. Williams & Company

6735 Conroy Road Suite 218  Orlando, FL 32835

28.4941872

-81.4741482

Peter M. Williams & Company

Swartzbaugh-Farber & Associates, Inc.

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

41.2642531

-96.05471999999999

Swartzbaugh-Farber & Associates, Inc.

Elevated Strategies Insurance Services

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

34.1610275

-118.8213683

Elevated Strategies Insurance Services

Dodd Consulting, LLC

PO. Box 4337  Stamford, CT 06907

41.1012170

-73.5185633

Dodd Consulting, LLC

Fieldstone Insurance Group, LLC, The

1 International Blvd, Ste 400  Mahwah, NJ 07495

41.104443

-74.16115373761292

Fieldstone Insurance Group, LLC

Cornerstone Institutional Investors, LLC

74 West Broad Street Suite 340  Bethlehem, PA 18018

40.622708

-75.3814489

Cornerstone Institutional Investors, LLC

AUCTORIS

Benefit Concepts Of Colorado, Inc.

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

39.6033445

-104.8934128

AUCTORIS

BFA Wealth Partners

BFA Capital Partners, LLC

6406 Ivy Lane, Suite 220  Greenbelt, MD 20770

39.0094016

-76.8952806

BFA Wealth Partners

Kornreich Insurance Brokerage Services

Kornreich Insurance Brokerage Services Of NJ, Inc.

350 Madison Ave 7th floor  New York, NY 10017

40.7547289

-73.9785265

Kornreich Insurance Brokerage Services

Cornerstone Advisors

Cornerstone Financial Consultants, Ltd.

4905 Tilghman Street Suite 100  Allentown, PA 18104

40.5914284

-75.5639295

Cornerstone Advisors

Chaffee & Associates LLC

11100 Wayzata Boulevard Suite 220  Minnetonka, MN 55305

44.973593

-93.41812399999999

Chaffee & Associates LLC

Stephens Insurance, LLC

111 Center Street Suite 1410  Little Rock, AR 72201

34.74785

-92.272449

Stephens Insurance, LLC

Houghton Financial Partners, LLC

210 North Campbell  El Paso, TX 79901

31.76097589999999

-106.4847964

Houghton Financial Partners, LLC

1776 Advisor Group

CapFinancial Partners, LLC

13961 South Minuteman Drive Suite 300  Draper, UT 84020

40.4979118

-111.8890852

1776 Advisor Group

Capital Strategies Group, Inc.

850 Shades Creek Parkway Suite 300  Birmingham, AL 35209

33.4760092

-86.7648189

Capital Strategies Group, Inc.

LoVasco Consulting Group, Inc.

One Woodward Avenue Suite 1500  Detroit, MI 48226

42.3288032

-83.04533239999999

LoVasco Consulting Group, Inc.

TPG Consulting, LLC

6520 Airport Center Drive Suite 203  Greensboro, NC 27409

36.108144

-79.9563189

TPG Consulting, LLC

Erben Associates, LLC

300 Beardsley Lane Suite D-200  Austin, TX 78746

30.3132976

-97.8541355

Erben Associates, LLC

Heritage Capital Strategies, Inc.

2555 Townsgate Road Suite 105  Westlake Village, CA 91361

34.1548914

-118.823379

Heritage Capital Strategies, Inc.

TCS Insurance Agency, Inc.

100 Smith Ranch Road, Suite 340  San Rafael, CA 94903

38.0192932

-122.5339439

TCS Insurance Agency, Inc.

Teekell Company, Inc., The

8520 Business Park Drive  Shreveport, LA 71105

32.4255154

-93.72613729999999

Teekell Company, Inc., The

Professional Financial Services, Inc.

607 San Marino Drive  Lady Lake, FL 32159

26.111908

-80.38332779999999

Professional Financial Services, Inc.

Valley Financial Solutions

2847 Penn Forest Blvd. Suite 100  Roanoake, VA 24018

37.2224387

-79.9896336

Valley Financial Solutions

Sierra Legacy Group

Grenert Financial Group, LLC

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

33.626265

-111.9421726

Sierra Legacy Group

Mullin Barens Sanford Financial & Insurance Services, LLC

1421 Emerson Avenue  Oxnard, CA 93033

34.1832399

-119.1634934

Mullin Barens Sanford Financial & Insurance Services, LLC

Kibble & Prentice Holding Company

601 Union Street Suite 1000  Seattle, WA 98101

47.61012729999999

-122.3325754

Kibble & Prentice Holding Company

M Benefit Solutions

MCG Northwest, LLC

1125 NW Couch Street Suite 900  Portland, OR 97209

45.5237834

-122.6826144

M Benefit Solutions

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

Lyman Group, LLC, The

600 University Street Suite 2328  Seattle, WA 98101

47.610152

-122.332363

Lyman Group, LLC, The

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

Wealth Benefits Group

Benefits Group, LLC, The

9700 Westland Drive Suite 103  Knoxville, TN 37922

35.8749624

-84.0953462

Wealth Benefits Group

Mack Financial Group, Inc.

3388 Founders Road Suite 100  Indianapolis, IN 46268

39.9137634

-86.2189466

Mack Financial Group, Inc.

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.

Eslick Financial Group, Inc.

999 Home Plaza Suite 201  Waterloo, IA 50701

42.4584325

-92.37557749999999

Eslick Financial Group, Inc.

Morgan Advisory Group

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

33.6060809

-117.8769473

Morgan Advisory Group

Groff Team Partners, LLC

8100 E Union Avenue Suite 1605  Denver, CO 80237

39.6291399

-104.8939385

Groff Team Partners, LLC

M/Barrington Corporation

1325 W. Towne Square Road  Mequon, WI 53092

43.2178027

-87.9257049

M/Barrington Corporation

Executive Compensation Group, LLC, The

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

29.1908677

-81.08180089999999

Executive Compensation Group, LLC, The

Pappas Financial

30301 Northwestern Highway Suite 200  Farmington Hills, MI 48334

42.5091553

-83.32448250000002

Pappas Financial

HORAN Wealth

Horan Wealth, LLC

8044 Montgomery Road Suite 640  Cincinnati, OH 45236

39.20142250371401

-84.37053740178283

HORAN Wealth

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

Coyle Company, The

Coyle Company Insurance Group, LLC, The

160 Gould Street, Suite 203  Needham, MA 02494

42.304834

-71.22847677321631

Coyle Company, The

Enza Financial

6450 Rockside Woods Boulevard South Suite 150  Independence, OH 44131

41.3932107

-81.6455464

Enza Financial

Ownership Advisors, Inc.

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

41.3961765

-81.6626513

Ownership Advisors, Inc.

AEM Partners, LLC

1800 Glenarm Place Suite 900  Denver, CO 80202

39.7460323

-104.9876691

AEM Partners, LLC

Byron Financial Insurance Services, LLC

6100 Fairview Road Suite 1150  Charlotte, NC 28210

35.1505276

-80.8378037

Byron Financial Insurance Services, LLC

Brown Company, The

80 Washington Street Suite J41  Norwell, MA 02061

42.1713577

-70.88183470441693

Brown Company, The

Links Consulting

Links CG, LLC

3333 North Digital Drive Suite 360  Lehi, UT 84043

40.4298079

-111.8872739

Links Consulting

Barry, Evans, Josephs & Snipes

J.M. Barry & Associates, LLC

6525 Carnegie Boulevard, Suite 402  Charlotte, NC 28211

35.1548472

-80.8292609

Barry, Evans, Josephs & Snipes

Queally Group, Incorporated

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

41.0474873

-73.552318

Queally Group, Incorporated

Chamberlain Group

Chamberlain Financial & Insurance Services, LLC

2050 Main Street Suite 950  Irvine, CA 92614

33.6828987

-117.8517942

Chamberlain Group

JKJ Financial Services

SDM, Inc.

109 Pheasant Run  Newtown, PA 18940

40.2259434

-74.9142092

JKJ Financial Services

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

Lindberg & Ripple

LRI LLC

29 South Main Street Suite 311  West Hartford, CT 06107

41.7599592

-72.7425099

Lindberg & Ripple

Silverstone Group, LLC

Hub International Great Plains, LLC

11516 Miracle Hills Drive Suite 100  Omaha, NE 68154

41.2685833

-96.093882

Silverstone Group, LLC

Financial Designs Ltd.

7979 E. Tufts Avenue Suite 1550  Denver, CO 80237

39.6335801

-104.8977265

Financial Designs Ltd.

Genmark, LLC

102 S. Wynstone Park Drive  North Barrington, IL 60010

42.2180694

-88.1125656

Genmark, LLC

Rose Street Advisors, LLC

244 North Rose Street  Kalamazoo, MI 49007

42.2934113

-85.5843992

Rose Street Advisors, LLC

Worth Corporate Planning, LLC

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

26.7139127

-80.0498996

Worth Corporate Planning, LLC

OneTeam Financial, LLC

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

40.334895

-74.095479

OneTeam Financial, LLC

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

M Advisory Group

Cal-Surance Benefit Plans, Inc.

24536 Hawthorne Boulevard  Torrance, CA 90505

33.7987543

-118.3504417

M Advisory Group

Tenzing Insurance Strategies

Tenzing Advisors, LLC

20 Pickering Street  Needham, MA 02492

42.2799771

-71.2368746

Tenzing Insurance Strategies

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

Cammon Company

701 Market Street Suite 300  St. Louis, MO 63101

38.6264788

-90.19238969999999

Cammon Company

Pillar International Insurance Advisors, LLC

600 University Street Suite 2800  Seattle, WA 98101

47.610152

-122.332363

Pillar International Insurance Advisors, LLC

Robinson Financial Group, Inc., The

8833 Gross Point Road Suite 200  Skokie, IL 60077

42.0417141

-87.755268

Robinson Financial Group, Inc., The

Pfleger Financial Group, Inc.

P. Financial, Inc.

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

25.747722

-80.25473989999999

Pfleger Financial Group, Inc.

Newton One Advisors

Newton One LLC

131 Continental Drive Suite 206  Newark, DE 19713

39.687419

-75.660772

Newton One Advisors

Doerschler & Associates Wealth Management, LLC

54870 N. Main Street  Mattawan, MI 49071

42.2194047

-85.7857523

Doerschler & Associates Wealth Management, LLC

McDowell Financial Group

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

43.489863

-96.71868789999999

McDowell Financial Group

Wallace Advisory Group

Wallace Financial & Insurance Solutions

3658 Mt. Diablo Boulevard Suite 225  Lafayette, CA 94549

37.8911416

-122.1276852

Wallace Advisory Group

Legacy Wealth LLC

683 Bielenberg Drive Suite 101  Woodbury, MN 55125

44.9388501

-92.9522121

Legacy Wealth LLC

HOLLEMAN Life Insurance Advisory

Vernon Holleman III

4514 Hawthorne Street Northwest  Washington, DC 20016

38.9288537

-77.0893734

HOLLEMAN Life Insurance Advisory

GARLIKOV & ASSOCIATES, INC.

The Huntington Center 41 South High Street Suite 3400  Columbus, OH 43215

39.9610405

-83.0007547

GARLIKOV & ASSOCIATES, INC.

Valley Forge Financial Group, Inc.

2500 Monroe Boulevard, Suite 100  Audubon, PA 19403

40.1201184

-75.4160160

Valley Forge Financial Group, Inc.

Peck Financial

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

26.3436071

-80.1562675

Peck Financial

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.

Clary Executive Benefits LLC

20551 N Pima Road, STE 200  Scottsdale, AZ 85255

33.6730447

-111.8897708

Clary Executive Benefits LLC

Navon Wealth Advisors, LLC

5950 Sherry Lane, Suite 217  Dallas, TX 75225

32.862178

-96.8110635

Navon Wealth Advisors, LLC

Greenberg & Rapp Financial Group, Inc.

1776 On The Green 67 East Park Place Suite 750  Morristown, NJ 07960

40.7983182

-74.4802395654994

Greenberg & Rapp Financial Group, Inc.

Corrigan & Company

Protective Financial & Insurance Services, Inc.

138 Powers Avenue  Santa Barbara, CA 93103

34.4259483

-119.7059336

Corrigan & Company