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Financial



Merrill Lynch Special Needs Group of DC, MD, and VA- Mark Friese
Business Address: 1152 15th St. Northwest Suite 6000, Washington, DC 20005
State: Washington, D.C.
Merrill Lynch Special Needs Group of DC, MD, and VA- Mark Friese
Business Address: 8075 Leesburg Pike, Vienna , VA 22182
State: Virginia
Merrill Lynch Special Needs Group- Daniel Cutter
Business Address: 600 California Street 8th Floor, San Francisco, CA
State: California
Merrill Lynch Wealth Management Special Needs Trust Services- Michael McCausland, CSNA
Business Address: 400 Park Ave. South Suite 300, Winter Park, FL 32789
State: Florida
Merrill Lynch- Robert Hutchinson, CSNA
Business Address: 65 East State Street, Columbus, OH 43215
State: Ohio
Merrill Lynch’s Families of Children With Disabilities Program- Susan G. Waiter
Business Address: 1305 Walt Whitman Road, Melville, NY 11743
State: New York
MetLife
Business Address: 200 Park Avenue, New York, NY 10166-0005
State: New York
MetLife Center for Special Needs Planning
Business Address: 100 Great Meadow Road Suite 200, Wethersfield, CT 6109
State: Connecticut
MetLife Center for Special Needs Planning- Diann Collins Jones, MBA, RFC, CLTC
Business Address: MetLife 111 Continental Drive, Delaware
State: Delaware
MetLife Center for Special Needs Planning- Melanie Sidden
Business Address: 304 Church Street North, Concord, NC 28025
State: North Carolina
MetLife Center for Special Needs Planning- S. Scott Lain
Business Address: New England Financial a MetLife Company 9150 S Dadeland Blvd, Suite 1600, Miami, FL 33156
State: Florida
MetLife Center for Special Needs Planning,MT
Business Address: Montana
State: Montana
MetLife Center for Special Needs Planning,ND
Business Address: North Dakota
State: North Dakota
MetLife Center for Special Needs Planning,NE
Business Address: Nebraska
State: Nebraska
MetLife Center for Special Needs Planning,NM
Business Address: New Mexico
State: New Mexico
MetLife Center for Special Needs Planning,OK
Business Address: Oklahoma
State: Oklahoma
MetLife Center for Special Needs Planning,SD
Business Address: South Dakota
State: South Dakota
MetLife Center for Special Needs Planning,UT
Business Address: Utah
State: Utah
MetLife Center for Special Needs Planning,WY
Business Address: Wyoming
State: Wyoming
Michael Beloff, CFP¬, ChFC¬, CAP¬
Business Address: Barnum Financial Group (BFG) 6 Corporate Dr., Shelton, CT 06484
State: Connecticut
Michael Carter Financial Group- Devorah Steinberg
Business Address: 4100 Regent Street, Columbus, OH 43219
State: Ohio
Mike Rister- Mike Rister
Business Address: 9006 Forest Crossing Dr Suite D, The Woodlands, TX
State: Texas
Mike Roberts, CPA/PFS- Michael Roberts
Business Address: 70 W Railroad Ave, Jamesburg, NJ 08831
State: New Jersey
Miller Johnson- Lauretta K. Murphy, Esq.
Business Address: 45 Ottawa Ave. S.W., Ste 1100, Grand Rapids, Michigan 49503
State: Michigan
MJT & Associates, LLC. Financial Advisory Group- Mitchell J. Thompson
Business Address: 750 Boone Ave N Suite 101, Golden Valley, MN 55427
State: Minnesota
Morgan Stanley Wealth Management – Nelson Negron, Jr.
Business Address: 16055 Space Center Blvd., Suite 100, Houston, TX
State: Texas
Morris Klein, CELA- Morris Klein, CELA
Business Address: 4520 East-West Highway, Ste. 700, Bethesda, Maryland 20814
State: Maryland
New England Financial- Allen, Mike
Business Address: 9401 Indian Creek Parkway Ste. 900, Overland Park, KS
State: Kansas
New Jersey Work Incentive Network Support (NJWINS)
Business Address: Depends on County of Residence, NJ
State: New Jersey
New York Life Insurance Special Needs Planning- Christina Liberti
Business Address: 9921 Dupont Circle Dr W Suite 210, Fort Wayne, IN 46825
State: Indiana
Nexus SpecialCare Planning Team- Nick Carroccio
Business Address: 10000 N. Central Expy Suite 1200, Dallas, TX
State: Texas
Nicole Angelucci, MBA, Esq.
Business Address: 707 Broadway Suite 1240, San Diego, CA
State: California
Northwestern Mutual Financial Network
Business Address: 5 International Drive Suite 100, Rye Brook, NY 10573
State: New York
Northwestern Mutual Financial Network- Jonathan Lim
Business Address: 530 W Spring St, Columbus, OH 43215
State: Ohio
Northwestern Mutual Financial Network- Robert F. Obernesser
Business Address: 1225 Corporate Blvd Suite 100, Aurora, IL 60505
State: Illinois
Northwestern Mutual Financial Network- Stephen A. Ehrens, CPA
Business Address: One Eliot Place Suite 200, Fairfield, VA 6824
State: Virginia
Northwestern Mutual- Phoniex- Cailen McDonagh, Financial Representative
Business Address: 2201 E Camelback Rd. Suite 400, Phoenix, AZ
State: Arizona
NYSARC
Business Address: 393 Delaware Ave., Delmar, NY 12054
State: New York
O’Byrne Law, LLC- Mary OêByrne
Business Address: 1400 Front Avenue, Ste. 303, Lutherville, Maryland 21093
State: Maryland
Oak Wealth Advisors- Mike Walther
Business Address: 500 Lake Cook Road, Suite 350, Deerfield, IL 60015
State: Illinois
Oast & Taylor PLC- Sandra L. Smith, CELA
Business Address: 355 Crawford Street, Suite 720, Portsmouth, Virginia 23704
State: Virginia
Oppenheimer & Co. Inc.- James E. Fahey, Director-Investments
Business Address: 100 Jericho Quadrangle Suite 342, Jericho, NY 11753
State: New York
Pamela J. Hoppe, ChFC, CASL, Financial Planner, Special Care Planner
Business Address: MassMutual Financial Group Perimeter 4 Concourse Pkwy., Suite 300, Atlanta, GA 30328
State: Georgia
Paragon Wealth Strategies, LLC- Kristine d’Esterhazy, CFP(R)
Business Address: 10245 Centurion Parkway Suite 106, Jacksonville, FL 32256
State: Florida
Parente Agency- Marc Parente
Business Address: 1717 Veterans Memorial Hwy Suite 8, Islandia, NY 11749
State: New York
Parker, Pollard, Wilton & Peaden- Paula Peaden, Esq.
Business Address: 6802 Paragon Place, Ste. 300, Richmond, Virginia 23230
State: Virginia
Peak Community Services
Business Address: Logansport, IN 46947
State: Indiana
Peck Bloom & Koenig, LLC- Kerry Peck
Business Address: 105 W. Adams St. 31st Floor, Chicago, IL 60603
State: Illinois
Person Centered Care Services (PCCS)- Cris Marchionne, Executive Director
Business Address: Staten Island, NY 10314
State: New York
Planned Lifetime Assistance Network (PLAN) of CT
Business Address: Hartford, CT 06147
State: Connecticut