DIRECTORY
CA
Phillip Bell
Yorkshire College Planning
+1 (858) 798-5616
11415 W. Bernardo Court, Suite 101
CA 92127
Manuel Fabriquer
College Planning ABC
+1 (408) 918-3068
3031 Tisch Way #309
CA 95128
Gigi Fyre
Tuition Gateway
+1 (424) 227-9124
6826 La Cienega Blvd.
CA 90302-1912
Evan Harris
Harris Private Wealth
+1 (408) 487-1519
2150 N 1st Street Suite 500
CA 95131
Yuju Jade Hsiung
Transamerica Financial Group
+1 (408) 656-9218
39355 California St, ste 201B
CA 94538
Shannon Thurmond
Education Funding Concepts
+1 (800) 801-8920
23046 Avenida De La Carlota Suite 600
CA 92653
CO
Michael Cortes
Northwestern Mutual
+1 (773) 294-4683
9822 Thornbury Way
CO 80129
CT

Joseph Bogardus, LUTCF, CCPS®, ChFC®, AIF®, CFP®
Barnum Financial Group
+1 (203) 513-6383
6 Corporate Dr.
Shelton, CT 06484
FL
Carl Buck
Carl Buck Funding Solutions
+1 (908) 566-5606
1064 N. Tamiami Trail
FL 34236
Blake Campbell
OneSource Financial Group
+1 (866) 895-1222
601 21st Street Third Floor
FL 32960
GA

Jason Slone
Elite Collegiate Planning
+1 (912) 425-3454
405 Hartley Drive
Statesboro, GA 30458
IL

Micheal McKinnon
College Planners of America, LTD
+1 (630) 971-2300
1401 Branding Ave
Suite 290
Downers Grove, IL 60515-1197
MA

Rick Fingerman, CFP, CDFA, CCPS
Financial Planning Solutions, LLC
+1 (617) 630-4978
120 Wells Ave
Newton, MA 02459
MD
David Herman
Scarborough Capital Management
+1 (410) 218-0955
14 Basswood Ct
MD 21228
MN
Matt Forsman
Thrivent Financial
+1 (952) 358-3458
5270 W 84th St, Suite 255
MN 55437
Eric Funk
Thrivent Financial
+1 (507) 289-1682
116 Elton Hills LN NW Suite 200
MN 55901
Michael Kauls
Thrivent Financial
+1 (651) 219-5838
100 Village Center Dr #250
MN 55127
David Stay
Thrivent Financial
+1 (763) 746-3171
701 Xenia Ave S Ste 550
MN 55416
MT
NC

Michael Acosta
Consolidated Planning, Inc.
+1 (864) 593-2520
6115 Park South Dr. Ste 200
Charlotte, NC 28210
John Heath
State Farm
+1 (704) 577-9668
220 Wesley Heights Way
Charlotte, NC 28208
James Hedstrom
Carroll Financial
+1 (704) 553-8006
4521 Sharon Road, Suite 400
Charlotte, NC 28211
NJ
Thomas Price
CollegeBound SOLUTIONS, LLC.
+1 (732) 292-1955
P.O. Box 376
Asbury Park, NJ 07712
NY
John Draper
Draper Financial Group, LLC
+1 (845) 920-1973
36 S Main St
NY 10965
OR
Rolf Ellingsen
Voya Financial Advisors
+1 (503) 517-9363
5331 SW Macadam Ave, STE 207
OR 97239
Rachel Gustafson
Financial Investment Team
+1 (503) 619-0840
15350 SW Sequoia Pkwy, Ste. 150
OR 97224
PA
David Berdow
Berdow Planning Group, LLC
+1 (610) 896-1574
104.5 Forrest Avenue, Suite 22-24
PA 19072
Leeanna Egnor
CAPofPA - College Aid
+1 (610) 841-7403
187 Main Street, Suite 100
PA 18049
Christopher Grant
Thrivent Financial
+1 (717) 725-0109
570 James Dr
PA 17112

Joseph Kerins III, CCPS
Elite Collegiate Planning - A Paradigm Company
+1 (610) 422-3530
1570 Conestoga Rd
Chester Springs, PA 19425
Deborah Roundtree
Macktree, LLC
+1 (610) 255-7960
1 Bala Ave, Suite 400
PA 19004
David Schleis
DS Financial Advisors, Inc.
+1 (412) 366-0900
902 Perry Highway
PA 15229
Ann Seitz-Brown
Thrivent Financial
+1 (717) 332-4219
204 Encampment Ct
Spring Grove, PA 17362
Ron VanSteenacker
Thrivent Financial
+1 (717) 919-0854
214 Senate Avenue, Suite 104
PA 17011
SC

Robert Mendenall
The College Funding Center of South Carolina, LLC
+1 (803) 798-0390
127 Library Hill Lane, Suite A
Lexington, SC 29072
TX
Shirley White-Stevens
Investment Services Center/College Counseling Services Center
+1 (214) 495-9993
301 S. Cedar Drive
TX 75002
VA
Anthony Stradford
Strategic Education Planning LLC
+1 (757) 560-8876
1913 Huguenot Road, Suite 100
Richmond, VA 23235
WI

Greg Buxa
Thrivent
+1 (262) 567-2940
1227 Corporate Center Dr, Suite 205
Oconomowoc, WI 53066