C

William Acuff, AIF®W.S. Acuff , Inc.Moultrie, GA

Martin AdaMarianas Public Land TrustSaipan, MP

Lyle AearnsAdvisory Services and InvestmentsBend, OR

Bennett Aikin, AIF®fi 360Bridgeville, PA

Blaine Aikin, AIFA®fi 360Bridgeville, PA

Charles AlkireAlkire Financial Advisory IncorporatedSarasota, FL

Jeffrey AllenTD Ameritrade Institutional Omaha, NE

Gary Alt, AIF®Monterey Private WealthPleasanton, CA

Stephen Ames, AIF®Lincoln Financial GroupWeymouth, MA

Hal Anderson Soltis Investment Advisors St. George, UT

Kim Anderson, AIF®Soltis Investment AdvisorsSt. George, UT

Gregg Andonian, AIF®Baystate Fiduciary Advisors, Inc.Boston, MA

Jay Annis, AIF®AGW Capital AdvisorsTampa, FL

Laura Arocha, AIF®401kDIRECTDublin, OH

Kevin Avent, AIF®Unifi ed Trust Company, N.A.Lexington, KY

Chad Azara, AIF®Epic AdvisorsTega Cay, SC

Lori Backer, AIF®New Jersey ResourcesWall, NJ

Richard Badger, AIFA®Sanders Morris Harris Inc.Houston, TX

Robyn BahlingerTowneley Capital Management, Inc.Laguna Hills, CA

David Bard, AIF®Westminster ConsultingRochester, NY

Bob Bardsley, AIF®Duncan Financial GroupIrwin, PA

David Barth, AIF®Rehmann FinancialWestlake, OH

Brian Bartkus, AIF®MMA - New EnglandBoston, MA

Robert BartolottaAPFS Wealth ManagementRochester, NY

Sherri Bauman, AIF®fi 360Bridgeville, PA

Arnold T Beck JrFinancial Management Associates, LLCFolsom, CA

Carl Beckerfi 360Bridgeville, PA

Jeff Becker, AIF®Apple River State BankGalena, IL

Bradley Beets, AIF®Benefi t Trust CompanyOverland Park, KS

Colleen Bell, AIF®Cambridge Investment Research, Inc. Fairfi eld, IA

Mary BellNACo Financial Services CorporationWashington, DC

Yvonne BennettMassMutual Financial GroupSpringfi eld, MA

Daniel BernsteinMarketCounselEnglewood, NJ

Aaron Bert, AIF®Certifi ed Financial Group, Inc.Altamonte Springs, FL

Joseph Bert, AIF®Certifi ed Financial Group, IncAltamonte Springs, FL

Lee Bethel, AIF®Comprehensive Benefi t ServicesAlexandria, VA

Dianne Betts, AIF®Morgan Keegan/Raymond JamesDallas, TX

Clark Blackman, AIF®Alpha Wealth Strategies, LLC Kingwood, TX

Robert Blair, AIF®Retirement Alliance.comManchester, NH

David Blanchett, AIFA®Morningstar Investment ManagementAmes, IA

Melinda Boat, AIFA®Plexus Financial ServicesDeer Park, IL

Wayne Bogosian, AIF®PFE Advisors, Inc.Southborough, MA

Charles Bond, AIF®C. B. Bond Financial Planning, Inc.Export, PA

David Boone, AIFA®Atlanta Wealth Management, Inc.Atlanta, GA

Norman BooneMosaic Financial Partners, Inc. San Francisco, CA

Lisa Bordelon, AIF®Raymond JamesDallas, TX

Grant Boucek First Tennessee Advisory Services Memphis, TN

ATTENDEE LISTING

As of April 8, 2013

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Michael Bourne, AIFA®Atessa Benefi ts, Inc.San Diego, CA

Christopher Bowen, AIF®First National Bank of OmahaOmaha, NE

Trisha BrambleyRetirement PlaybookNew Hope, PA

Harold Brewer, AIF®, PPC™Alliance Benefi t Group ILPeoria, IL

Lesley Brey, AIF®L.J. Brey, Inc.Honolulu, HI

David Bromelkamp, AIF®Allodium Investment ConsultantsMinneapolis, MN

Angela Bryant, AIF®Unifi ed Trust Company, N.A.Lexington, KY

Edward Buchan, AIF®Ted Buchan & Company, LLCSan Diego, CA

Charles Burger, AIF®CEFEXBridgeville, PA

Joseph Burger, AIF®Charles SchwabOakton, VA

Bryan Burke, AIF®Federated InvestorsPittsburgh, PA

Thomas Burnett, AIFP®CIBC Wood GundyLondon, ON

Rosina Butera, AIF®John Hancock Financial NetworkBoston, MA

Jeanine Calandri, AIFA®Praxis ConsultingSacramento, CA

Matthew Callan, AIF®First Landing FinancialVirginia Beach, VA

Martin Campbell, AIF®Hand Benefi ts & TrustChicago, IL

Mary Kathryn Campion, AIFA®Champion ResearchHouston, TX

Bert Carmody, AIF®Millennium Investment and Retirement Advisors, LLCAtlanta, GA

Wayne Carney, AIFA®Wells Fargo AdvisorsPepper Pike, OH

Richard CarpenterCEFEXChristiansted, VI

David Carter, AIF®Carter Asset Management, Inc.Abilene, TX

Tiffany Case, AIF®Charles SchwabPhoenix, AZ

Emily Casey, AIF®Sage Rutty & CompanyRochester, NY

Daniel CassidyP-Solve CassidyConcord, MA

David Castina, AIF®NationwideKennett Square, PA

Steff Chalk, AIFA®Fiduciary Consulting and Governance Group, Inc.Cincinnati, OH

Philip Chao, AIFA®Chao & Company, Ltd.Vienna, VA

Rene Chevalier, AIF®LPL FinancialMurrieta, CA

James ChongCalifornia State University, NorthridgeNorthridge, CA

Darrin Church, AIF®Citizens Trust & Investment Corp.Farmington, NM

Michael Ciaciuch, AIFA®DBS Investment AdvisersBay City, MI

Craig Ciarlelli, AIFA®CC Coaching and Consulting, Inc.Littleton, CO

Matthew CirilloMFS Investment ManagementBoston, MA

Peter Clements, AIF®FidelitySmithfi eld, RI

Jeffrey ClevelandRayden & RygelLos Angeles, CA

Randy CloudCloud Capital LLCTulsa, OK

Stephanie Cochran, AIF®Manning & NapierFairport, NY

Steve Cohen, AIF®Federated InvestorsPittsburgh, PA

Sue Cohen, AIF®Charles Schwab & Co.San Francisco, CA

Brian Cohoon, AIF®Unifi ed Trust Company, N.A.Louisville, KY

David ColeRetirement Income Resources, LLCFairfi eld, CT

Lisa ColeNational Association of CountiesWashington, DC

Susan Conrad, AIF®Plancorp, LLCSt. Louis, MO

Thomas Conway, AIF®Connemara Fee Only PlanningRockville, MD

Paul Cook, AIF®Brinker CapitalBerwyn, PA

Robert Coopman, AIFA®AttorneyAtlanta, GA

Barry Corkern, AIFA®Barry M. Corkern & Co., Inc.Little Rock, AR

Dave CraggSawtooth SolutionsMinneapolis, MN

ATTENDEE LISTING

As of April 8, 2013

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Larry Crocker, AIFA®, PPC™Fiduciary Consulting Group, Inc.Murfreesboro, TN

Stephen CroninAscensusQuincy, MA

Mark CrossWells Fargo AdvisorsAthens, GA

Sheila Cuffari-Agasi, AIF®United Planners Financial ServicesScottsdale, AZ

Thomas Curti, AIF®Wealth Dimensions GroupCincinnati, OH

Angela CusmanoDahring | Cusmano and AssociatesNovi, MI

Kirk DahringDahring | Cusmano and AssociatesNovi, MI

Jesse Daniels, AIF®Mercer DC AdvisorsMinneapolis, MN

Antonio daRoza, AIF®Merrill LynchSan Francisco, CA

Robert Davenport, AIF®United CapitalLas Vegas, NV

Sandy Davidfi 360Bridgeville, PA

Don DavidsonAdvisors AccessElkhorn, NE

Liz DavidsonFinancial FinesseEl Segundo, CA

Paul De Rosa, AIFA®Gateway Advisory, LLCWestfi eld, NJ

Patrick DelaneyT. Rowe PriceBaltimore, MD

Pedro Deleon GuerreroMarianas Public Land TrustSaipan, MP

Jamie DeRubertisBluff Point AssociatesWestport, CT

Irene Diamond, AIFA®Midwest Fiduciary Services, Inc.Oacoma, SD

Thomas Dice, AIF®Dice Financial Services Group/Royal AllianceMitchell, SD

Mike DiCenso, AIF®Gallagher Retirement ServicesItasca, IL

Roger Dick, AIF®Uwharrie Capital CorpAlbemarle, NC

Alexander DicksonDickson Financial Advisors, LLCDiamond Springs, CA

Jonathan Dinkins, AIF®Glass JacobsonOwings Mills, MD

Jamie DiRenzo, AIF®CPA Financial Group, LLCConshohocken, PA

Lawrence Divers, AIFA®Cannon Financial InstituteAthens, GA

Thomas Dobransky, AIF®� omas J. Dobransky & AssociatesSan Diego, CA

Roger Dodds, AIF®Securian RetirementSt Paul, MN

Troy DolesSchlichter Bogard & DentonSt. Louis, MO

Chris DollWabash Capital, Inc.Terre Haute, IN

Richard Donahue, AIF®Asset Advisors, LLCBellingham, WA

David Drakulich, AIF®Raymond James & Associates, Inc.St. Petersburg, FL

Sean Dranfi eld, AIF®OakPathNorthbrook, IL

Greg Drew, AIF®Partners Wealth ManagementSan Antonio, TX

Brett DuBayPrincipal FundsLeawood, KS

Grant Duffi eld, AIF®PNCPittsburgh, PA

Doreen Duffy, AIF®Fidelity InvestmentsSmithfi eld, RI

Jeffrey DuFour, AIFA®Tillit Group LLCPrinceton, NJ

Norris Edmonson, AIF®Beacon Financial Advisers, Inc.Conyers, GA

Dan Edwards, AIF®Prism Fund Solutions, Inc.St. Petersburg, FL

Donald EdwardsWabash Capital, Inc.Terre Haute, IN

Glenn EdwardsAlpine Financial Advisors LLCGolden, CO

Jaleen Edwardsfi 360 Bridgeville, PA

Scott EinhornSamson Capital Advisors LLCNew York, NY

Kimberly Shaw ElliottRoberts Elliott, LLPCaseyville, IL

Guerdon Ely, AIFA®Ely Prudent Portfolios, LLCChico, CA

Thomas Engelhard, AIF®Global Retirement Plans GroupGlenview, IL

Francis EnrightMesirow FinancialHighland Park, IL

Robert Errico, AIF®Robert Errico, Inc.Newport Beach, CA

ATTENDEE LISTING

As of April 8, 2013

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Aaron Esker, AIF®John Hancock Funds Boston, MA

Marshall Esler, AIFA®Fiduciary Consulting and Governance GroupDayton, OH

Jayne FahlenIntegrated RetirementBaxter, MN

Rosie Faifua-CortezCommunitas Financial PlanningSan Francsico, CA

John FarrowFarrow Financial Inc.Randolph Center, VT

Patrick Fay, AIF®SilverStone GroupOmaha, NE

Charles Fellows, AIF®Windsor Capital AdvisorsCincinnati, OH

Lynette FerryBPChicago, IL

J Fiedler, AIFA®Waukesha State BankWaukesha, WI

Gregory Finke, AIF®Stewardship CapitalIndependence, MO

Michael Fischer, AIF®Sequoia Financial Advisors, Inc.Phoenix, AZ

Peter Fisher, AIF®Human InvestingLake Oswego, OR

Meredith Flautt, Jr.Flautt Hare Davis LLCBrentwood, TN

David Fluett, AIF®Core Capital Solutions LLCNaperville, IL

Donal Ford, AIFA®Pinnacle Financial ServicesLantana, FL

Brian Forneris, AIF®Principal Financial GroupAmherst, OH

Gregory Fowler, AIF®National Benefi t Services, LLCWest Jordan, UT

Reed Fraasa, AIF®HIGHLAND Financial Advisors, LLCRiverdale, NJ

Steven N FrankPlancorp, LLCSt Louis, MO

Stewart Frank, AIFA®Tilliy Fiduciary ConsultingBingham Farms, MI

James Frazin, AIF®Communitas FInancial PlanningSan Francisco, CA

Mark FreemanFrostSan Antonio, TX

Paula Friedman, AIF®McLean Asset Management / encore401(k)McLean, VA

Richard Friedman, AIF®IRON FinancialNorthbrook, IL

Jarrod Friedson, AIF®Charles SchwabPhoenix, AZ

Roland Gagne, AIF®Pension ProfessionalsBiddeford, ME

David Gaiser United Planners Financial Services Scottsdae, AZ

Melissa Gallagher, AIF®Foresight Capital Management Advisors, Inc.Saline, MI

Sheryl GarrettGarrett Planning Network, Inc.Eureka Springs, AR

H. Earle Garvin, AIFA®Pension Financial Services, Inc.Duluth, GA

Melissa GeertzUnifi ed Trust Company, N.A.Lexington, KY

Andrew Gehring, AIF®NationwideCanton, GA

Sheldon Geller, AIF®Stone Hill Fiduciary ManagementGreat Neck, NY

Thomas Geraghty, AIFA®Stonegate Wealth Management, LLCFair Lawn, NJ

Henry Giano, AIF®Nationwide Financial ServicesFolsom, CA

Mario Giganti, AIFA®, PPC™Cornerstone Capital AdvisorsUniontown, OH

Francis Gillis, AIF®, PPC™Dynamic Wealth AdvisorsFORT COLLINS, CO

Jill Gleba, AIF®Gleba & AssociatesTroy, MI

John Glomski, AIF®Mahowald Financial PartnersSt. Cloud, MN

Tyler GloverCalamos InvestmentsNaperville, IL

Daniel Glusica, AIFA®Employee Benefi ts Group, Inc.Bethesda, MD

Charles GoldmanAdvizentBoulder, CO

Norm Golibersuch, AIF®Unifi ed Trust Company, N.A.Lexington, KY

Jairo Gomez, AIFA®Hanson McClainSacramento, CA

Jason Gordo, AIF®Valley Wealth IncMedesto, CA

Joseph Gordon, AIFA®Gordon Asset Management, LLCDurham, NC

Scott Grandbouche, AIF®WealthHarbor Capital GroupNew Orleans, LA

ATTENDEE LISTING

As of April 8, 2013

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Jason Grantz, AIF®Unifi ed Trust Company, N.A.Highland Park, NJ

Bernard Grassmann, AIF®BMO Retirement ServicesAppleton, WI

Ruta Greenberg, AIF®Charles SchwabChagrin Falls, OH

Natalie Groeger, AIF®Charles SchwabPhoenix, AZ

Brandon Heath GrubbsFinancial Management PeakLittle Rock, AR

Harold Grubbs, AIFA®Financial Management PeakLittle Rock, AR

Bruce GuarinoNationwide FinancialSan Juan Capistrano, CA

Mark Guenard, AIF®Preservation Trust AdvisorsWesterville, OH

John Gutfranski, AIF®Financial NetworkHouston, TX

Amir Habib, AIFA®Integrative Financial StrategiesAlamo, CA

Cindy Hanke, AIF®Nationwide FinancialYorktown, VA

Aiden Hannan, AIF®NBT Financial GroupNorwich, NY

John Hare, AIF®FHD Retirement ConsultantsBrentwood, TN

Bruce Harrington, AIF®John Hancock Financial NetworkBoston, MA

Donald Hart, AIF®United Church FundsNew York, NJ

Ian Hartley, AIF®Westgate Capital ConsultantsTacoma, WA

Dana Hartwell, AIF®Natixis Global Asset ManagementBoston, MA

Mike Harvey, AIF®BKDKansas City, MO

Mary Jo Haselhorst, AIF®Business Financial GroupSan Antonio, TX

William Hastie, AIFA®Hastie Financial GroupSalinas, CA

Robert Haverstrom, AIF®LFGSpring, TX

James Hawryluk, AIF®Oak Point Financial LLPSugar Land, TX

Frank Hayn, AIF®National Planning Holdings, Inc.Santa Monica, CA

Robert Haynie, AIF®Oppenheimer & Co. Inc.Seattle, WA

Greg Headrick, AIFA®NWAssetMercer Island, WA

William Heatwole, AIF®Stern & Heatwole Financial GroupHarrisonburg, VA

David Heck, AIF®Heck Capital AdvisorsRhinelander, WI

Kerry Hemphill, AIF®Creative Benefi t Concepts, LLC.Olney, MD

Edward Hendricks, AIF®Hendricks And Associates Inc.Reno, NV

Allan Henriques, AIFA®Smart InvestorRocklin, CA

George Herrera, AIF®TD AmeritradePeoria, AZ

Tara Hessert, AIFA®Dynamic Pension Services, Inc.Kettering, OH

Robert Higgins, AIFA®Benefi t Plans Plus, LLCSt. Louis, MO

David HiltonPayden & RygelLos Angeles, CA

Ed Hinders, AIF®CBIZ Chesterfi eld, MO

Peter Hirsch, AIFA®, PPC™Advisor GroupAtlanta, GA

Scott Hisamoto, AIF®Charles SchwabEnglewood, CO

Edwin Hodder, AIFA®Investment & Retirement Solutions, llcCasper, WY

Doug HoeferDWC ERISA Consultants, LLCRosemount, MN

Joe Hollen, AIF®Hollen Financial Planning, Ltd.Reno, NV

Richard Hope, AIF®Pilot Financial AdvisorsColumbia, MD

P Charles Horan, AIFA®Criterium Financial, Ltd.Davenport, IA

John Hornsby, AIFA®Welch HornsbyBirmingham, AL

Jeffrey HorstmanSusquehanna Wealth ManagementWilmington, DE

Liza Horvath, AIF®Monterey Trust ManagementMonterey, CA

Heidi Horwitz-Marcus, AIFA®American FundsRidgefi eld, CT

Bruce Hosler, AIF®Hosler Wealth ManagementPrescott, AZ

James HuangMetLifeNew York, NY

Monika Hubbard, AIF®Unifi ed Trust Company, N.A.Louisville, KY

ATTENDEE LISTING

As of April 8, 2013

C

Ronald Humenny, AIF®Starfi re Investment Advisers, Inc.Southfi eld, MI

Charles HumphreyFiduciary Plan Governance, LLCAndover, MA

John Hutchins, AIFA®� e Wealth ConservatoryLebanon, NH

Kenneth Ingham, AIFA®Ingham Retirement GroupMiami, FL

Jennifer Ingham ShelleyIngham Retirement GroupMiami, FL

Drew Jackson, AIF®Choctaw Nation of OklahomaDurant, OK

Otis Jacobs, PPC™LPL Financial Retirement PartnersSan Juan Capistrano, CA

Alex Janocha, AIF®fi 360Bridgeville, PA

Todd JenkinsAcceleration RetirementDallas, TX

Ero Johnson, AIF®TIAA-CREFDenver, CO

Heather JohnsonCetera Investment ServicesSt. Cloud, MN

Jeffrey Johnson, AIFA®� ornburg Investment MgtPhoenix, AZ

Mark Johnson, AIFA®Karstens Investment CounselOmaha, NE

Scott Johnson, AIF®Arista Wealth ManagementMesa, AZ

George Johnson IILighthouse Strategic Advisors Sacramento, CA

Patrick Jolliffe, AIF®Jollife Capital IncGlendale, CO

Donald Jones, AIFA®Fiduciary Doctors, LLCGilbert, AZ

Lloyd Jonesfi 360Bridgeville, PA

Michael JonesFiduciary Doctors LLCGilbert, AZ

Michael Jorgensenfi 360Bridgeville, PA

Cathy Juilfs, AIFA®AIS PlanningSt Cloud, MN

Howard Kaplan, AIF®Kaplan, Litwin Kaplan & Associates of Stifel NicolausCincinnati, OH

Richard Kasher, AIFA®DTS Financial AdvisorsSchaumburg, IL

Gregory Kasten, AIFA®Unifi ed Trust Company, N.A.Lexington, KY

Glenn Kautt, AIFA®Savant Capital ManagementMcLean, VA

Cathy Keck, AIFA®Smart InvestorRocklin, CA

Christian Keedy, AIF®Gordon Asset Management, LLCDurham, NC

Sue KelleyAnn Schleck & CompanyWoodbury, MN

Sean Kelly, AIF®, PPC™LPL Financial Retirement PartnersSan Juan Capistrano, CA

Trevor Kern, AIF®Zeller KernGold River, CA

David KershnerP-Solve CassidyChandler, AZ

Robert Keyser, AIF®DKE, Inc.Venice, FL

Kimberly Kiel, AIF®Horizons Sustainable Financial ServicesSanta Fe, NM

Johann Klaassen, AIF®Horizons Sustainable Financial ServicesPalmer Lake, CO

Carolyn Kling, AIFA®Kling PartnersDel Mar, CA

Tom KmakFiduciary BenchmarksLake Oswego, OR

Patrick KoelleWells Fargo AdvisorsProvidence, RI

Theodore Koinis, AIF®Helios Wealth AdvisorsPearland, TX

Michelle Konstantarakis, AIFA®� e Investment Counsel CoLas Vegas, NV

Yannis Koumantaros, AIF®Spectrum Pension Consultants, Inc.University Place, WA

Kent Kuhlmann, AIF®Lighthouse Strategic AdvisorsNapa, CA

Edward Kunz, AIF®IPL (an AES Company)Indianapolis, IN

John LaceyMFS Investment ManagementBoston, MA

Brian Lakkides, AIF®Fiduciary Firewall Consulting IncWaterford, MI

Peter Lang, AIF®HighTower AdvisorsHarrison, NY

Cynthia Lanoue-Sauer, AIF®Schluchter Investment AdvisorsSt. Cloud, MN

Don LarsenBKDKansas City, MO

ATTENDEE LISTING

As of April 8, 2013

C

Joseph Lawrence, AIF®L&R Investment ManagementHuntsville, AL

Randy Lawson GK Wealth ManagementWaukesha, WI

Fraj Lazreg, AIFA®Money Concepts Capital CorpOrangeburg, NY

Ben Lee, AIF®Charles SchwabCharlotte, NC

Duane Lee, AIFA®Cannon Financial InstituteHuntley, IL

Bradley LemonMiller Russell & AssociatesPhoenix, AZ

Michael Leonetti, AIF®Leonetti & Associates, LLCBuff alo Grove, IL

Kelly Lesko, AIF®CS McKee, LPPittsburgh, PA

Alex Leugers, AIF®Unifi ed Trust Company, N.A.Lexington, KY

Paul Levett, AIF®Legacy Benefi t Services Greenwood Village, CO

Roger Levy, AIFA®Cambridge Fiduciary Services, LLCScottsdale, AZ

Todd Levy, AIFA®Ingham Retirement GroupMiami, FL

Raymond Liden, AIF®Liden Nestle Soled & Associates, Inc.Camarillo, CA

Michael Limbacher, AIF®fi 360Bridgeville, PA

Steven Lisfi 360Bridgeville, PA

Stan Lochrie, AIFA®Etesian Wealth Advisors, IncLake Oswego, OR

Robert Lockwood, AIF®Charles SchwabPhoenix, AZ

Antonio Loffreda-Mancinelli, AIF®Wealth Management PartnersPittsburgh, PA

Keith Loveland, AIFA®Loveland ConsultingMinneapolis, MN

Mike Loveless, AIF®BKDLittle Rock, AR

Scott Lowke, AIF®CapTrust Advisors, LLCTampa, FL

Linda Lubitz BooneIPS AdvisorProMiami, FL

Carole Luckenbach, AIF®California Teachers AssociationBurlingame, CA

Todd Ludlum, AIF®Lincoln Financial GroupAlgonquin, IL

Thomas LutzFidelity InvestmentsSmithfi eld, RI

Ed Lynch, AIFA®FPGNewburyport, MA

Richard Lynch, AIFA®fi 360Bridgeville, PA

Ryan Lynch, AIF®fi 360Bridgeville, PA

Michelle Mabry, AIF®Client 1st Advisory GroupHattiesburg, MS

Brett Machtig, AIF®Capital Advisory GroupBloomington, MN

Caroline Macomber, AIF®Nationwide Financial, Retirement PlansShrewsbury, MA

John Madden, AIF®TD WealthHartford, CT

Shannon Main, AIF®Penniall & Associates, Inc.Newport Beach, CA

Jessica MaldonadoSearcy Financial Services, Inc.Overland Park, KS

Eugene MaloneyFederated Investors, Inc.Pittsburgh, PA

Parrish MalsonAmerican Financial Advisors, Inc.Redding, CA

Dave MancusoPNCPittsburgh, PA

Susan Mangiero, AIFA®Fiduciary Leadership, LLCTrumball, CT

Bryan H. Marker, AIFA®Professional Pension Services, Inc.West St. Paul, MN

Manny Marques, AIF®EPIC AdvisorsRochester, NY

John Marshall, AIF®Crooked Tree AdvisorsPetoskey, MI

Leticia Marshall, AIF®CPI Qualifi ed Plan ConsultantsWyomissing, PA

Yves Martel, AIFA®Scotiatrust Bahamas-CaymanNassau

James Martin, AIF®, PPC™Santori & Peters, Inc.Monroeville, PA

Heather Martorella, AIF®fi 360Bridgeville, PA

Stephen MaschinoFinancial SoundingsAlpharetta, GA

Diana MatherneCompass Capital ManagementMeatirie, LA

Ken Mathis, AIFA®Hardy ReedTupelo, MS

ATTENDEE LISTING

As of April 8, 2013

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Richard May, AIFA®TIAA-CREFWallkill, NY

Kathleen McBride, AIFA®FiduciaryPath, LLCRumson, NJ

Patrick McCloskeyPrincipal FundsHermosa Beach, CA

Mark McCoy, AIFA®Retirement Fund ManagementAtlanta, GA

John McCrorySecurus Financial Group, Inc.Scottsdale, AZ

Paul McEwan, AIFA®Rea & AssociatesNew Philadelphia, OH

Brian McFadzen, AIF®Wells Fargo AdvisorsSt. Louis, MO

Robin McGee, AIF®Bear Creek Inc. Jackson, WY

Michael McGinley, AIF®MFAPeoria, AZ

Mark McGowan, AIF®NationwideO’Fallon, MO

Joseph McNamara, AIF®First National Bank of OmahaOmaha, NE

Brett McNamee, AIF®Morgan StanleyShrewsbury, NJ

Edward McNamee, AIF®Morgan StanleyShrewsbury, NJ

Walt Melcher, AIFA®RMB Capital ManagementDenver, CO

Mark Mensack, AIFA®Mark D. Mensack, LLC.Cherry Hill, NJ

Duff MeyerCarolina Wealth ManagementPinehurst, NC

William Micari, AIF®Micari Financial Group LLCBristol, CT

Robert MichaudNew Frontier Advisors, LLCBoston, MA

Amy Mielnicki, AIF®Paradigm Consulting, Inc.Utica, NY

Mark Miller, AIF®Retirement Benefi ts GroupHouston, TX

Michael Miller, AIF®PFE GroupSouth Borough, MA

Sean Milligan, AIF®Nationwide FinancialChicago, IL

Thomas Ming, AIF®Tower Rock AdvisorsBakersfi eld, CA

Robert Miranda, AIF®Miranda Financial Services, LLCKintnersville, PA

L Jerry Mitchell, AIF®Jackson � ornton Asset Mgmt., LLCMontgomery, AL

Arthur Mitsutome, AIFA®LPL FinancialWalnut Creek, CA

Jason Miyashita, AIFA®Asia Pacifi c Association for Fiduciary Studies Hagåtña

Blake Mock, AIF®First Bankers Trust ServicesQuincy, IL

Courtney MonteiroSovereign Investment Advisors LLCPhoenix, AZ

Joseph Moore, AIF®Gordon Asset Management, LLCDurham, NC

Randolph Moore, AIF®Householder GroupScottsdale, AZ

Matthew MoranPrincipal FundsDowners Grove, IL

Justin Morgan, AIF®Unifi ed Trust Company, N.A.Lexington, KY

Terrence MorganOk401k, Inc.Oklahoma City, OK

David Morganstern, AIF®Confl uence Wealth ManagementPortland, OR

Joyce MorningstarDynamic Wealth AdvisorsScottsdale, AZ

Amy MorrisTD Ameritrade Institutional Omaha, NE

Steven Mosshart, AIF®StraightLine Group LLCTroy, MI

John Moynihan, AIF®Diversifi ed Financial Advisors, LLCTown and Country, MO

Joseph Moynihan, AIF®Wells Fargo AdvisorsBirmingham, MI

John Mulligan, AIFA®, PPC™Mulligan Capital, IncTigard, OR

Michelle MurphyNationwide InsurancePhoenix, AZ

Donald Musnicki, AIF®RBC Wealth ManagementWatertown, NY

T. Gregory Naples, AIF®Morgan Stanley Wealth ManagementHudson, OH

Joan NeriDrinker Biddle & Reath LLPFlorham Park, NJ

Caryn Newman, AIF®Stone Hill Fiduciary ManagementGreat Neck, NY

Jake Newton, AIF®First Bankers Trust ServicesQuincy, IL

Doug Norberg, AIF®Summit FinancialBurlington, MA

Alan Norris, AIF®Norris Wealth ManagementPhoenix, AZ

Andrew NortonJohn HancockBoston, MA

ATTENDEE LISTING

As of April 8, 2013

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Daniel Notartomaso, AIF®LPL FinancialCharlotte, NC

Ann Nowell, AIF®Richard P Slaughter Associates, INCAustin, TX

Pam O’RourkeIntegrated RetirementBaxter, MN

Stuart Ober, AIFA®Securities Investigations, Inc.Woodstock, NY

Mary O’Brian� e Waterford GroupPittsford, NY

Robert Ogier, AIF®Capital Analysts of Jacksonville, Florida, Inc.Jacksonville, FL

Richard Ohanesian, AIF®Ohanesian / Lecours, Inc.West Hartford, CT

Kevin O’Keefe, AIF®First Affi rmative Financial NetworkColorado Springs, CO

Kevin O’LearyTIAA-CREFBoston, MA

Billy Oliverio, AIF®United Planners Financial ServicesScottsdale, AZ

Cindy Orr, AIF®CBIZLeawodd, KS

Albert Otto, AIFA®Shepherd KaplanAtlanta, GA

Lincoln Pain, AIF®Eff ective AssetsBerkeley, CA

David Palascak, AIF®fi 360Bridgeville, PA

John Palladino, AIF®401(k) & 403(b) Fiduciary Advisors, Inc.Burlingame, CA

Brad Palmer, AIFA®� e Conestoga Group, Inc.Frazer, PA

Rose Panico-Marino VERISIGHT, Inc. Chicago, IL

Carlos PanksepCEFEXToronto, ON

Nathan Paris, AIF®Unifi ed Trust Company, N.A.Lexington, KY

Ken Parkinson, AIFA®, PPC™Hardy ReedTupelo, MS

Joseph Patane, AIF®Plancorp LLCSarasota, FL

Mimi PattersonWells Fargo AdvisorsSan Jose, CA

Robert Patterson, AIF®Global Fiduciary Consulting LCGlen Allen, VA

Sean PattonWestminster ConsultingRochester, NY

Michael PedlowNFP Securities, Inc.Austin, TX

David Penniall, AIF®Penniall & Associates, Inc.Pasadena, CA

Matthew Perkins, AIF®ABG Portfolio Strategies, Inc.Bingham Farms, MI

Richard Perry, AIFA®Retirement Resource Group, LLCAuburn, MA

Joshua Peters, AIF®Cloud Capital LLCTulsa, OK

Kenneth Petersen, AIFA®Monterey Private WealthMonterey, CA

Kent Peterson, AIF®SecurianSt Paul, MN

Brent Petty, AIF®Heintzberger | PaynePortland, OR

Craig Phillips, AIF®Client 1st Advisory GroupClearwater, FL

G. Michael PhillipsCal State U Northridge & MacroRisk AnalyticsPasadena, CA

Mike Pierce, AIF®Pierce Financial Group, Inc.Annapolis, MD

Cornelius Pigott, AIF®CeteraClovis, CA

Sharon Pivirotto, AIFA®, PPC™Financial Service StandardsBridgeville, PA

Michael Ponce, AIF®TD AmeritradeJersey City, NJ

Terrance Power, AIFA®� e Platinum 401k, Inc.Clearwater, FL

David Pratt, AIF®FDI IncorporatedEdina, MN

Peter Preovolos, AIFA®Alpha & Omega IncLa Mesa, CA

James Prescott, AIF®OakPath LLCNorthbrook, IL

Brad PriesSawtooth SolutionsMinneapolis, MN

Michael Puckett, AIFA®CFG Wealth Management Services, Inc.Indianapolis, IN

Troy Pugh, AIF®Waypoint Wealth ManagementEphrata, WA

Michael Purcell, AIF®Manning & NapierFairport, NY

Michael Quinlivan, AIF®Pension Planning Solutions, Inc.Greensboro, NC

Richard Racine, AIF®Racine & AssociatesMedfi eld, MA

ATTENDEE LISTING

As of April 8, 2013

C

Joel Radakovitz, AIFA®� e Pension Specialists, Ltd.Machesney Park, IL

Robert Recchia, AIF®California Corporate Benefi ts Insurance ServicesSan Diego, CA

Peter Recchia 4Wealth Financial Group LLCBurr Ridge, IL

Barbara Redstone, AIF®Williams Financial Group Dallas, TX

Scott Reed, AIFA®Hardy ReedTupelo, MS

Joseph Reese, AIF®Unifi ed Trust Company, N.A.Pittsford, NY

Weston Reinbolt, AIF®LPL FinancialFostoria, OH

Fred Reish, AIFA®Drinker Biddle & Reath LLPLos Angeles, CA

Barbara Reyes, AIF®Marianas Public Land TrustSaipan, MP

Gregory Rhinehardt, AIF®Gordon Asset Management, LLCDurham, NC

Ronald RhoadesAlfred State CollegeAlfred, NY

Bill Riccio, AIF®United Planners Financial ServicesScottsdale, AZ

Jason RobertsPension Resource InstituteManhattan Beach, CA

Greg Robick, AIF®Corporate Benefi ts Consultants, Inc.Mars, PA

Robert RodriguezINVESCOHouston, TX

Joyce RolfesFive Peaks Financial ConsPhoenix, AZ

David Romagosa, AIF®Cornerstone Financial Group, Inc.Lafayette, LA

Barbara Root, AIF®Columbia State BankTacoma, WA

Craig RosenthalFiduciary BenchmarksSouthbury, CT

Robert Rossi, AIF®C.S. McKeePittsburgh, PA

Knut Rostad, AIF®Institute for the Fiduciary StandardVienna, VA

Douglas RothermichTIAA-CREFSt. Louis, MO

Rick Roush, AIF®Roush Investments. llcFresno, CA

Timothy Rowland, AIF®Rowland Carmichael Advisors, Inc.Scottsdale, AZ

Brandi Ruffalo, AIFA®DTS Financial AdvisorsSchaumburg, IL

Michael Rundlett, AIF®Rundlett FinancialEl Cajon, CA

Steve Rydzak, AIF®fi 360Bridgeville, PA

Brooks Sackett, AIFA®Chief Capital Management, Inc.Spokane, WA

Norman SantoriSantori & Peters, Inc.Monroeville, PA

Clair Sauder, AIF®Everence Financial AdvisorsLancaster, PA

Randy Saul, AIF®BKDSpringfi eld, MO

Donald Schellhammer, AIF®, PPC™North Compass Financial Advisors LLCWoodbury, MN

Jeff Schmeltekopf, AIF®Dean, Jacobson Financial Services, LLCFort Worth, TX

Eric SchmidTed Buchan & Company, LLCSan Diego, CA

Jeffrey Schmitt, AIF®Prudential InvestmentsFolsom, CA

Greg SchneiderLord AbbettJersey City, NJ

Laurie Schoen, AIF®Paradigm Consulting, Inc.Utica, NY

Chad Schollaert, AIF®� e Trust CompanyKnoxville, TN

Tom SchrandtProfessional Liability Consulting Group LLCDoylestown, PA

Robert Schumann, AIFA®Cambridge Pension Advisors, LLCBuena Vista, CO

Skip SchweissTD Ameritrade Trust CompanyDenver, CO

Charlee SeatonBusey Wealth ManagementChampaign, IL

Donald Settina, AIFA®, PPC™Financial Service StandardsBridgeville, PA

Bradley Sheahan, AIF®Calvert Wealth ManagementDunkirk, MD

David Shindel, AIF®United Planners Financial ServicesScottsdale, AZ

Eric Sholberg, AIF®401k AdvisorsScottsdale, AZ

David Siegel, AIF®Lighthouse Strategic AdvisorsSacramento, CA

Nate Silver

ATTENDEE LISTING

As of April 8, 2013

C

Bryan Simmons, AIFA®David MartinEdina, MN

Wendell Simon, AIFA®Prudent Investor AdviorsArcata, CA

Philip Simpkins, AIFA®Simpkins & AssociatesSan Antonio, TX

David Skarbek, AIF®CPA Financial Group, LLCMerchantville, NJ

Anders Smith, AIFA®Nuveen InvestmentsChicago, IL

Kyle SmithLPL FinancialFostoria, OH

Michael Smith, AIFA®Plexus Financial ServicesDeer Park, IL

Russell Smith, AIF®Gordon Asset Management, LLCDurham, NC

Cody Snyder, AIF®fi 360Bridgeville, PA

Paul Sommerstad, AIF®All Star FinancialMinneapolis, MN

Jason Sonterre, AIF®Securian Financial GroupSt. Paul, MN

Michael Sosa, AIF®Premier Financial Investment GroupJackson, NJ

Donald Sowa, AIF®Sowa Financial Group, Inc.Lincoln, RI

Virginia Stanley, AIFA®REDW Stanley Financial AdvisorsAlbuquerque, NM

Laurie Stegenga, AIF®Foresight Capital Management AdvisorsSaline, MI

Stephanie Sterling, AIF®Hosler Wealth Management LLCPrescott, AZ

Kathy Stewart, AIF®fi 360Bridgeville, PA

John Stilley, AIF®Charles SchwabCharlotte, NC

Patricia Stockefi 360Bridgeville, PA

Anna Stubnafi 360Bridgeville, PA

Michelle SullivanFreed Maxick CPAs, P.C.Buff alo, NY

Cary SunNexus Financial Services, LLC.New York, NY

Gary SutherlandNapliaFramingham, MA

Aaron SuttonBusey Wealth ManagementChampaign, IL

Neil Swain, AIF®Structured Portfolio, Inc.Edgewood, NM

Christopher Swanson, AIF®Waddell & ReedHudson, WI

Bob Tabor, AIF®Richard Slaughter AssociatesAustin, TX

Lawrence Tantilla, AIF®Plexus Financial ServicesDeer Park, IL

David Taucher, AIF®RAV Financial Services, LLCBeachwood, OH

Brent TeagueOswald FinancialBrunswick, OH

Colleen Theuerkauf, AIF®Raymond James & AssociatesFarmington Hills, MI

Jason Thielfi 360Bridgeville, PA

Wendy Thomas, AIF®RBC Wealth ManagementSeattle, WA

Duane Thompson, AIFA®fi 360Bridgeville, PA

Eric Thorne, AIF®National Benefi t Services, LLCWest Jordan, UT

Bradley Tiche, AIF®Cambridge Investment ResearchPittsburgh, PA

Dennis Tidmore, AIF®Dennis Tidmore, Retirement Plan SpecialistBeachwood, OH

Wayne Titus IIIAMDG FinancialPlymouth, MI

Roger Toelke, AIFA®Fautores Family Offi cesAltamonte Springs, FL

Steve ToomeyBKDKansas City, MO

Lee Topley, AIF®Unifi ed Trust Company, N.A.Lexington, KY

Ty Totzke, AIF®Sweet Financial Services, Inc.Fairmont, MN

Grant Trimble, AIF®Trimble Investment Group, LLCOverland Park, KS

Ryan Tucci, AIF®InSight EBCDenver, CO

Jean UlrichsonCAPTRUST Financial AdvisorsWest Des Moines, IA

Stephen Vaughn, AIF®GEBCorpAtlanta, GA

Howard Verfaillie, PPC™Victory Asset Management Co. Inc.Wenonah, NJ

David Wade, AIF®401kDIRECT Inc.Campbell, CA

ATTENDEE LISTING

As of April 8, 2013

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Pat Walsh, AIF®U.S. Bank Oakland, CA

Kenneth Waltzer, AIF®Kenfi eld Capital StrategiesLos Angeles, CA

Shane WardCapTrust Advisors, LLCTampa, FL

Andrew Wasa, AIF®Focus Investment AdvisorsEncinitas, CA

Craig Watanabe, AIF®Penniall & Associates, Inc.Pasadena, CA

Renee Watkinsfi 360Bridgeville, PA

Jeff Weiand, AIF®RTD Financial Advisors, Inc.Philadelphia, PA

Steven Weil, AIF®IRON FinancialNorhtbrook, IL

Paul Wendling, AIF®Commonwealth Financial NetworkScottsdale, AZ

Tim Werner, AIF®Capital Retirement Plan Services, Inc.Ponte Vedra Beach, FL

Gerald Wernette, AIFA®Rehmann FinancialFarmington Hills, MI

Timothy Wesling, AIF®Wesling Financial PlanningAlexandria, VA

Wade Westhoff, AIF®Cetera Advisor NetworkDanville, CA

David WestraMiller Russell & AssociatesPhoenix, AZ

Lia WhislerMiller Russell & AssociatesPhoenix, AZ

Roger Willroth, AIF®Marrs Wealth ManagementAmes, IA

Bill WintersPNCPittsburgh, PA

Nick WithrowBKDKansas City, MO

James Wojciak, AIF®Federated Investors Pittsburgh, PA

Allison WrightBKD Wealth AdvsiorsKansas City, MO

Stephen Yeager, AIF®SYM Financial AdvisorsWinona Lake, IN

Alexander Yearley, AIF®Community Pride Financial AdvisorsRehoboth Beach, DE

Steve YonanPlexus Financial ServicesDeer Park, IL

Erika YoungAdvisors AccessEvansville, WI

ATTENDEE LISTING

As of April 8, 2013