ALABAMA Roberts, Jeff Ameriprise Financial Services, Inc. Birmingham X X X X ARIZONA Harnden, Stephen P. Ameriprise Financial Services, Inc. Peoria X X X X Kraus, Arnold H. Wells Fargo Advisors Tucson X X X Schultz, Steven L. UBS Financial Services Inc. Phoenix X X X X Tocco, Judith A. Tocco Financial Services / LPL Financial Tucson X X CALIFORNIA Abrams, Michael L. Wells Fargo Advisors Palo Alto X X Allard, Michael D. CalBay Investments, Inc. / LPL Financial Danville X X X Arbogast, Peter V. Merrill Private Wealth Management San Francisco X Bartman, Brett H. RBC Wealth Management Beverly Hills X X X Basch, Andrew Morgan Stanley Private Wealth Management Los Angeles X X X Blanchfield, Tom Merrill Private Wealth Management Newport Beach X Burbank, Mike Morgan Stanley Private Wealth Management San Francisco X Campbell, Gwendolyn M. Merrill Private Wealth Management San Francisco X Chase, Andy Morgan Stanley Private Wealth Management Menlo Park X X X Chen, Catherine R. RBC Wealth Management San Francisco X X X Chiate, Craig S. UBS Financial Services Inc. Los Angeles X X Choi, Horacio A. Wells Fargo Advisors Irvine X X X Chopra, Ash Merrill Private Wealth Management San Francisco X Corradini, Drew J.P. Morgan Securities San Francisco X X X Curtis, Mark T. Morgan Stanley Graystone Palo Alto X X X Detanna, Lisa A. Raymond James & Associates Beverly Hills X X X X Douglass, Mark Morgan Stanley Private Wealth Management Menlo Park X X Evans, Chad Morgan Stanley Wealth Management Newport Beach X X X Firring, Brian Wells Fargo Advisors Beverly Hills X Fournier, Gary J.P. Morgan Securities Los Angeles X X X X Freides, Drew S. UBS Financial Services Inc. Los Angeles X X X Fullmer, Greg Morgan Stanley Private Wealth Management Los Angeles X X X Genovese, Michael T. Genovese Burford & Brothers Sacramento X X X X Gensler, Daniel G. The Gensler Group / LPL Financial Coronado X X Goldstein, Adam S. Ameriprise Financial Services, Inc. Calabasas X X X Griepp, Troy Morgan Stanley Private Wealth Management San Francisco X X X Guimarin, Alma Morgan Stanley Wealth Management San Jose X X X Harries, Scott UBS Financial Services Inc. Los Angeles X X Jackson IV, Dana Morgan Stanley Graystone Menlo Park X X X Jones, Richard B. Merrill Private Wealth Management Century City X X Jorgensen, Debbie Merrill Lynch Wealth Management San Francisco X X X Kelly, Inna Morgan Stanley Wealth Management San Francisco X X X Klein, Jerome Merrill Private Wealth Management Century City X X La Pointe, David B. La Pointe Wealth Management / LPL Financial Temecula X X X X Lee, Grant Morgan Stanley Private Wealth Management San Francisco X X Malone III, Francis X. Morgan Stanley Private Wealth Management Los Angeles X X McClellan, Ryan A. UBS Financial Services Inc. Los Angeles X X X McDonald, Karen Morgan Stanley Wealth Management Palo Alto X X X X McKelvy, Dorian Morgan Stanley Wealth Management Menlo Park X X X X Milia, John Wells Fargo Advisors Irvine X X X Minkoff, Steven M. Ameriprise Financial Services, Inc. San Francisco X X X X Morgan, Mark S. Morgan Stanley Wealth Management Folsom X X X Neuhaus, Jon Morgan Stanley Private Wealth Management Los Angeles X X Onken, Greg J.P. Morgan Securities San Francisco X X X Papadoyannis, George Ameriprise Financial Services, Inc. San Mateo X X X X Pfefferman, Darren A. Morgan Stanley Private Wealth Management San Diego X X X Piliero, Thomas Morgan Stanley Private Wealth Management San Francisco X X Reilly, Sean M. Merrill Lynch Wealth Management San Francisco X X Schulten, Mark The Schulten Group Long Beach X X X X Schwarz, Donald L. RBC Wealth Management Beverly Hills X X X X Selig, Steven P. Merrill Lynch Wealth Management Los Angeles X X X X Smith, Lawrence E. UBS Financial Services Inc. Brea X X X X Spinner, Harlan B. UBS Financial Services Inc. Los Angeles X X Traum, Jeffrey D. Morgan Stanley Private Wealth Management Menlo Park X X X Van Dyck, Thomas RBC Wealth Management San Francisco X X X Vaughan, Gregory V. Morgan Stanley Private Wealth Management Menlo Park X X Wacker, Roger UBS Financial Services Inc. Los Angeles X X X Walsh, Daniel T. Merrill Lynch Wealth Management Palo Alto X X Walters, Jordan Morgan Stanley Wealth Management San Jose X X X X Walters, Philip S. Wells Fargo Advisors Beverly Hills X X X Waxman, Scott Morgan Stanley Private Wealth Management San Francisco X X X Whitman, Alan B. Morgan Stanley Wealth Management Pasadena X X X X Wong, Benjamin W. Viewpoint Financial Network Pleasanton X X X Young, Cheryl L. Morgan Stanley Wealth Management Los Gatos X X X Yu, Gillian Morgan Stanley Private Wealth Management San Francisco X Yu, Sean Morgan Stanley Private Wealth Management Pasadena X X X X Zafari, Reza Merrill Private Wealth Management Los Angeles X X Zanolli, Stephen M. Merrill Lynch Wealth Management Palo Alto X X COLORADO Sparks, Scott G. Northwestern Mutual – Sparks Financial Denver X X CONNECTICUT Cerniglia, Jason Ameriprise Financial Services, Inc. Mystic X X X Chieco, Peter Morgan Stanley Wealth Management Greenwich X X X Cox, Joe M. Webster Wealth Advisors Stamford X X Daoud, Nancy S. Ameriprise Financial Services, Inc. Oxford X X X X Dolgins, Ivan Merrill Lynch Wealth Management Stamford X X X X Fagella, Tony Alex. Brown/Raymond James Greenwich X X Goodwin, Richard T. Merrill Lynch Wealth Management Madison X X X Gottfried, Joshua Gottfried & Somberg Wealth Management, LLC Glastonbury X X Gourd, William C. UBS Financial Services Inc. Stamford X X X Jacobsen, Teresa A. UBS Financial Services Inc. Stamford X X Jones, Mark R. Ameriprise Financial Services, Inc. Middlebury X X X X Mantione, Thomas UBS Financial Services Inc. Stamford X Segal, Jeffrey C.I.G. Private Wealth Management, LLC Glastonbury X X X X Somberg, Matthew Gottfried & Somberg Wealth Management, LLC Glastonbury X X X X Thompson, Derek J. UBS Financial Services Inc. Stamford X X X Wunder, Matthew S. Northwestern Mutual – Wunder Financial Westport X X X X DELAWARE Orth, Kimberlee M. Ameriprise Financial Services, Inc. Wilmington X X X X DISTRICT OF COLUMBIA Carter, Murray Janney Montgomery Scott Washington X X X X Harris, Richard Alex. Brown/Raymond James Washington X X X Kingsley, Todd Alex. Brown/Raymond James Washington X X X X Nelson, Wayne F. Merrill Lynch Wealth Management Washington X X X X New, James M. UBS Financial Services Inc. Washington X X X Shreves III, Frederick (Tripp) The Monument Group at Wells Fargo Advisors Washington X X X X Wernick, Seth Alex. Brown/Raymond James Washington X X X FLORIDA Aitken, Christopher C. UBS Financial Services Inc. Ponte Vedra Beach X X Aspinwall, Sam Raymond James & Associates St. Petersburg X X X
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Barcena, Ignacio A. Wells Fargo Advisors Miami X X X Bermont, Peter L. The Bermont Advisory Group of Raymond James Coral Gables X X X Bober, Michael UBS Financial Services Inc. Boca Raton X X X Cabrera, Jose Raymond James & Associates Coral Gables X X X X Comeau, Richard A. J.P. Morgan Securities Miami X X Dwyer, Patrick J. Merrill Private Wealth Management Miami X Garvin, Chris UBS Financial Services Inc. Fort Lauderdale X X X X Hoyt, William B. Raymond James & Associates St. Petersburg X X X Lytell, Matthew B. Northwestern Mutual – Riverwalk Wealth Advisors Tampa X X X X Moll, Todd A. Provenance Wealth Advisors/Raymond James Fort Lauderdale X X X Moran, Thomas Moran Edwards Asset Management Naples X X X Pinkerton, Scott Pinkerton, Harkins and Mehserle Private Wealth Venice X X X X Starner, Margaret C. Raymond James & Associates Coral Gables X X X Thompson, Mark G. Thompson Wealth Management of Raymond James Melbourne X X Tiano, Sal J.P. Morgan Securities Palm Beach Gardens X X X Ventrice, Ed UBS Financial Services Inc. Boca Raton X X X Walsh, Jr., Joseph Walsh & Associates / LPL Financial Sarasota X X X GEORGIA Hansberger, James C. Morgan Stanley Private Wealth Management Atlanta X X X Harbour, Andrew Morgan Stanley Graystone Atlanta X X X X Smith, Ryan B. Northwestern Mutual Atlanta X X X X Westmoreland, Rod Merrill Private Wealth Management Atlanta X X GUAM Miyashita, Jason B. Raymond James & Associates Maite X X X X HAWAII Fujimoto, Eric F. Ameriprise Financial Services, Inc. Honolulu X X IDAHO Samples, Justin T. Ameriprise Financial Services, Inc. Boise X X X X ILLINOIS Corrigan, Jim M. Merrill Lynch Wealth Management Chicago X X X X Fries, Daniel A. Merrill Lynch Wealth Management Chicago X X X X Garrity, Christopher Merrill Lynch Wealth Management Northbrook X Griffo, Andrew D. Morgan Stanley Wealth Management Chicago X X X X Hammond III, John L. Merrill Lynch Wealth Management Northbrook X X X Held, Richard M. UBS Financial Services Inc. Chicago X X X Lynch, Kevin R. Morgan Stanley Private Wealth Management Chicago X Magnesen, Scott K. Morgan Stanley Wealth Management Oak Brook X X X Maltby, Jay UBS Financial Services Inc. Chicago X X X Meyer, Douglas L. Wells Fargo Advisors Deerfield X X X X Parker, Shawn E. Ameriprise Financial Services, Inc. Schaumburg X X X Sakach, Michael Morgan Stanley Graystone Chicago X X Schaffer, Michael S. Wells Fargo Advisors Lake Forest X X X Schuster, Scott Dashboard Wealth Advisors/Raymond James Oak Brook X X X X Spahn, Kevin M. Northwestern Mutual – Spahn Financial Lombard X X Watson, Philip J. Ameriprise Financial Services, Inc. Downers Grove X X X X White, Brett D. Ameriprise Financial Services, Inc. Oakbrook Terrace X X Whitney, James F. Morgan Stanley Graystone Chicago X X INDIANA Cooke, Brian F. Cooke Financial Group at Sanctuary Wealth Indianapolis X X X Cooke, Chris Cooke Financial Group at Sanctuary Wealth Indianapolis X X X Lehman, Randall T. Northwestern Mutual – Summit Financial Group Fort Wayne X X X Moore, Christopher P. Ameriprise Financial Services, Inc. Fort Wayne X X X X Payne, Eric Merrill Lynch Wealth Management Indianapolis X X X Perkins, Ryan N. Ameriprise Financial Services, Inc. Fort Wayne X X X IOWA Brandt, Jeffrey W. Ameriprise Financial Services, Inc. Fort Dodge X X X X Swanson, Keith K. Morgan Stanley Private Wealth Management West Des Moines X X X KANSAS Barry, Don Baird Wichita X X Evans, Ray Infinitas, LLC Overland Park X X X X Ewing, Paul W. Prosperity Advisory Group / Cetera Advisors Overland Park X X X X Freeman, Thomas H. UBS Financial Services Inc. Leawood X X KENTUCKY Donohue, Dean M. Ameriprise Financial Services, Inc. Louisville X X X X Kisker, Douglas E. Ameriprise Financial Services, Inc. Crestview Hills X X X X Mahurin, Pete Hilliard Lyons Bowling Green X X X X LOUISIANA Eustis, Curtis D. Merrill Lynch Wealth Management New Orleans X X X Frayard, Rick UBS Financial Services Inc. Lafayette X X X X Simmons, Charles L. Ameriprise Financial Services, Inc. Metairie X X X MARYLAND Baum, Patricia P. RBC Wealth Management Annapolis X X X X Dingle, Frank W. RBC Wealth Management Baltimore X X X Etergino, Ann Marie RBC Wealth Management Chevy Chase X X X Jackson, Margaret M. RBC Wealth Management Annapolis X X X Lee, Thomas P. Lee, Sipe and Associates/Raymond James Rockville X X X Pearce, Kent V. Merrill Lynch Wealth Management Towson X X X Richmond, Traci M. The Meakem Group/Raymond James Bethesda X X Sella, Edward Geoffrey SPC Financial, Inc./Raymond James Rockville X X Smith, Ted UBS Financial Services Inc. Baltimore X X Smith III, H. James RBC Wealth Management Baltimore X X X MASSACHUSETTS Bartholomew, Thomas J. Bartholomew & Company, Inc. Worcester X X X X Behman, Marcella M. Merrill Private Wealth Management Boston X X Botta, Frank A. J.P. Morgan Securities Boston X X Connolly, Jr., Richard F. Morgan Stanley Private Wealth Management Boston X X X Corbett, L.O. Patrick J.P. Morgan Securities Boston X X X Fucigna, James Morgan Stanley Wealth Management Boston X X X Gage, Douglas B. Ameriprise Financial Services, Inc. Auburndale X X X Javaheri, David R. Morgan Stanley Wealth Management Wellesley X X X Joyce, Mark S. Merrill Lynch Wealth Management Boston X X X Levsky, Adrian UBS Financial Services Inc. Springfield X X X Livingstone, Victor T. Morgan Stanley Private Wealth Management Boston X X X Mason, Robert J.P. Morgan Securities Boston X X X McCauley, Paul J. Merrill Private Wealth Management Boston X X McGuirk, Gary L. Merrill Private Wealth Management Boston X X Miller, Richard R. Ameriprise Financial Services, Inc. Wellesley X X X X Mullin, Mary B. Merrill Lynch Wealth Management Boston X X X X Noonan, Peter C. J.P. Morgan Securities Boston X X X Nuwayhid, Ramzi N. Merrill Private Wealth Management Boston X X Princi, Peter Morgan Stanley Graystone Boston X X X Ramsay, Peter Ashley Ameriprise Financial Services, Inc. Norwell X X X Sharma, Raj Merrill Private Wealth Management Boston X X X Sugar, Alex RBC Wealth Management Boston X X Wilson, Daniel T. Ameriprise Financial Services, Inc. Auburndale X X X X Winthrop, Mark Winthrop Wealth Management / LPL Financial Westborough X X X MICHIGAN Aho, Mark A. Mark Aho Financial Group/Raymond James Marquette X X X Bernecker, Scott D. Merrill Lynch Wealth Management Grand Rapids X X X Fratarcangeli, Jeffrey Fratarcangeli Wealth Management Birmingham X X X Locniskar, Dana Merrill Private Wealth Management Troy X Long, Timothy J. Merrill Lynch Wealth Management Grand Rapids X X X Lund, David A. Merrill Lynch Wealth Management Grand Rapids X X X X Migliazzo, Frank Merrill Private Wealth Management Troy X X
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Rosloniec, Michael Morgan Stanley Graystone Grand Rapids X X X Vigi, Jon UBS Financial Services Inc. Birmingham X X X Wyman, Timothy W. Center for Financial Planning, Inc./Raymond James Southfield X X X MINNESOTA Doroff, Randy G. Ameriprise Financial Services, Inc. Minneapolis X X X Endersbe, Thomas A. Signature Wealth Management Elk River X X X Erpelding, Michael M. Northwestern Mutual Edina X X X X Kumagai, Steven C. Ameriprise Financial Services, Inc. Golden Valley X X X Lee, Christopher J. Wells Fargo Advisors Bloomington X X X Neuman, Rhett P. RBC Wealth Management Stillwater X X X X Thoen, Gregory M. Ameriprise Financial Services, Inc. Austin X X X X Wheelock, Brad RBC Wealth Management Saint Cloud X X X X MISSISSIPPI Mosby, Bill (Rush) UBS Financial Services Inc. Jackson X X X X MISSOURI Burke, Thomas A. Syntegra Private Wealth Group Chesterfield X X X X Gatewood, John G. Northwestern Mutual – Gatewood-Spalding Wealth Management St. Louis X X X Moeller, Michael L. Wells Fargo Advisors Chesterfield X X X X Murray, Seth C. Ameriprise Financial Services, Inc. Springfield X X X X NEBRASKA Harrison, Tim Northwestern Mutual – Harrison Financial Services Omaha X X X X Kelley, Richard W. RBC Wealth Management Omaha X X X X Robinson, Andrew C. Morgan Stanley Wealth Management Omaha X X X X NEVADA Russell, Steve R. Wells Fargo Advisors Incline Village X X NEW JERSEY Bonevento, Michael Intellectual Capital Group / LPL Financial Wall X X X X Cooney, John D. Bleakley Financial Group / LPL Financial Fairfield X X X Deatherage, Mary M. Morgan Stanley Private Wealth Management Little Falls X X X Finney, Reed Bleakley Financial Group / LPL Financial Fairfield X X X X Gallina, Thomas P. Northwestern Mutual Princeton X X X Kugel, Elliott Merrill Lynch Wealth Management Bridgewater X X X Matina, Joseph UBS Financial Services Inc. Short Hills X X McGinley, Christine UBS Financial Services Inc. Mt. Laurel X X X McLaughlin, James M. Raymond James & Associates Princeton X X X X Pomerantz, Bruce Wells Fargo Advisors Short Hills X X X Ricca, Michael J. Morgan Stanley Wealth Management Florham Park X X X X Riley, Jack R. UBS Financial Services Inc. Warren X X X Schwartz, Andy M. Bleakley Financial Group / LPL Financial Fairfield X X X Schwartz, Daniel S. UBS Financial Services Inc. Paramus X X Schwartz, Scott Bleakley Financial Group / LPL Financial Fairfield X X X Walker, Ira A. UBS Financial Services Inc. Red Bank X X Weinerman, David S. Morgan Stanley Wealth Management Florham Park X X X X NEW YORK Adamsky, Jonathan UBS Financial Services Inc. New York X X Bakshi, Vishal Merrill Private Wealth Management New York X Barrett, John C. Merrill Lynch Wealth Management New York X X X Basu, Ron Morgan Stanley Private Wealth Management New York X X Beyer, David Morgan Stanley Wealth Management New York X X X X Bieber, David Morgan Stanley Private Wealth Management New York X X X Bryan, Jeffrey M. Merrill Private Wealth Management New York X X Burrows, Bruce A. Morgan Stanley Wealth Management Garden City X X X X Cannataro, Louis S. Northwestern Mutual – Cannataro Park Avenue Financial New York X X X Chemtob, Mark Ameriprise Financial Services, Inc. New York X X X Chrys, Michael C. Merrill Lynch Wealth Management Latham X X X X Cohen, Leigh Merrill Private Wealth Management New York X X Covell, James A. RBC Wealth Management New York X X X X Coyle III, John F. Morgan Stanley Private Wealth Management Garden City X X X Cuneo, Paul L. Merrill Lynch Wealth Management Great Neck X X X Dyer, Robert C. Merrill Private Wealth Management New York X X Epstein, Adam F. UBS Financial Services Inc. New York X X X Gully, Joshua P. Morgan Stanley Private Wealth Management New York X X Halbfinger, Martin L. UBS Financial Services Inc. New York X X X Hart, Andrew Morgan Stanley Private Wealth Management New York X X Haskell, Michael T. UBS Financial Services Inc. New York X X Karetsky, Marc Morgan Stanley Private Wealth Management New York X X Kass, Jonathan Merrill Lynch Wealth Management New York X X X Katz, Jason M. UBS Financial Services Inc. New York X X X X Kavallieratos, Nick Morgan Stanley Wealth Management New York X X X X Kelton, Richard W. Northwestern Mutual – Kelton Financial Group Latham X X Klingman, Gerard Klingman & Associates/Raymond James New York X X X Klotz, Jeffrey UBS Financial Services Inc. New York X X X X Kokubo, Sergio S. UBS Financial Services Inc. New York X Kolev, Bobby Morgan Stanley Wealth Management New York X X X Maddalena, O. Anthony Morgan Stanley Wealth Management Purchase X X X X Malkin, Joshua D. Morgan Stanley Private Wealth Management New York X X X Mark, Ira RBC Wealth Management New York X X X Mayer, Jordan J.P. Morgan Securities New York X X X Millman, Ira M. Morgan Stanley Wealth Management New York X X X Moeder, Alyssa C. Merrill Private Wealth Management New York X Myers, Jonathon L. Ameriprise Financial Services, Inc. Vestal X X X Newman, William J. Northwestern Mutual Albany X X X X Nocon, Nannette Ameriprise Financial Services, Inc. Rochester X X X O’Connell, Daniel T. Merrill Lynch Wealth Management Garden City X X X Papandrea, Rocco Merrill Lynch Wealth Management New York X X X X Pell, Geri E. Ameriprise Financial Services, Inc. Rye Brook X X Perry, Todd UBS Financial Services Inc. New York X X Pintado Caravita, Ricardo UBS Financial Services Inc. New York X Rabito, Russell A. UBS Financial Services Inc. New York X X X Rasulo, John J.P. Morgan Securities New York X X Reali, Renato J. UBS Financial Services Inc. New York X X X Rosenthal, Peter W. UBS Financial Services Inc. Jericho X X Sargent, John H. Morgan Stanley Private Wealth Management New York X Schiller, Brian UBS Financial Services Inc. New York X X Schoff, William L. UBS Financial Services Inc. Rochester X X X Schubach, Clark J.P. Morgan Securities New York X X X Schwarz, PJ Morgan Stanley Private Wealth Management New York X Serure, Theodore J.P. Morgan Securities New York X X X X Stackman, Scott UBS Financial Services Inc. New York X X X Taggart, Michael M. J.P. Morgan Securities New York X X X Temel, Charles S. UBS Financial Services Inc. New York X X X Tennant, Steven A. Northwestern Mutual – Tennant Financial Ballston Lake X X Terzioglu, Ahmet Morgan Stanley Wealth Management Rochester X X X Vahab, Andrew M. Citi Personal Wealth Management New York X X X
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Vigue, Paul R. UBS Financial Services Inc. New York X X X Vinder, Ron J. Morgan Stanley Private Wealth Management New York X Weil, Noel Merrill Private Wealth Management New York X Winik, Jeffrey Morgan Stanley Wealth Management New York X X X Witover, M. Kenneth UBS Financial Services Inc. New York X X Zeller, Mark UBS Financial Services Inc. New York X X X Zipper, Adam J. J.P. Morgan Securities New York X X X NORTH CAROLINA Graves, Kelly Carroll Financial / Cetera Advisor Networks Charlotte X X Landau, Adam B. Morgan Stanley Private Wealth Management Charlotte X X McCardell, John Merrill Lynch Wealth Management Charlotte X X X Rakestraw, David W. BB&T Scott & Stringfellow Raleigh X X X X Walker, Mark Ameriprise Financial Services, Inc. Charlotte X X X X Wickham, R. Mitchell Merrill Private Wealth Management Charlotte X X X NORTH DAKOTA Bird, Joel L. Ameriprise Financial Services, Inc. Bismarck X X X X Schlafman, Dave A. Ameriprise Financial Services, Inc. Bismarck X X X OHIO Armitage, Elizabeth C. Merrill Lynch Wealth Management Cincinnati X X X X Bruegge, Kevin Merrill Private Wealth Management Cincinnati X X Carbetta, Paul C. Ameriprise Financial Services, Inc. Worthington X X X X Carver, Randy Carver Financial Services/Raymond James Mentor X X X X Chornyak, Jr., Joseph A. Chornyak & Associates Columbus X X X X Chornyak, Sr., Joseph A. Chornyak & Associates Columbus X X X X Edwards, Brian J. Morgan Stanley Wealth Management Columbus X X X X Findley, Craig D. UBS Financial Services Inc. Sylvania X X X Fish, Stephen J. UBS Financial Services Inc. Cincinnati X X X Mauk, Robert A. Chornyak & Associates Columbus X X X X Motta, Peter F. Merrill Private Wealth Management Columbus X X Myeroff, Kevin NCA Financial Planners Cleveland X X X Shane, Jon R. Merrill Lynch Wealth Management Pepper Pike X X X X Singer, David L. Merrill Private Wealth Management Cincinnati X X OREGON Hall, Michael S. Ameriprise Financial Services, Inc. Eugene X X X McGee, Judith A. McGee Wealth Management, Inc./Raymond James Portland X X X X PENNSYLVANIA Beck, Robert W. Wells Fargo Advisors Allentown X X X X Garvey, John T. UBS Financial Services Inc. Philadelphia X X Jugan, AJ Ameriprise Financial Services, Inc. Pittsburgh X X X X Keller, Harry E. Voya Financial Advisors Conshohocken X X Rimmel, James W. UBS Financial Services Inc. Pittsburgh X X X X Rohr, Peter A. Merrill Private Wealth Management Philadelphia X X Sargent, Peter H. Janney Montgomery Scott Yardley X X X Seiler, Thomas A. Raymond James & Associates Newtown X X X Spanos, Samuel W. Raymond James & Associates Beaver X X X X SOUTH CAROLINA Kibler, E. Robertson Merrill Private Wealth Management Columbia X X Migliore, Richard T. Merrill Lynch Wealth Management Columbia X X X Vingi, Jr., Robert E. Wells Fargo Advisors Charleston X X X SOUTH DAKOTA Nelson, Todd Merrill Lynch Wealth Management Sioux Falls X X X X Quello, Nathan S. Loft Advisors/Raymond James Sioux Falls X X X X Wollman, Gordon Cornerstone Financial Solutions/Raymond James Huron X X X TENNESSEE Mayer, Ward Raymond James & Associates Memphis X X X X Roberson, Tim Merrill Lynch Wealth Management Brentwood X X X Smith, Trey SunTrust Investment Services Nashville X X X Stein, Mike Wells Fargo Advisors Memphis X X X X Trentham, Brent L. Ameriprise Financial Services, Inc. Alcoa X X X X TEXAS Acerra, Guy M. Ameriprise Financial Services, Inc. San Antonio X X Begay, Audree L. Ameriprise Financial Services, Inc. Houston X X X Bertino, Rob UBS Financial Services Inc. Dallas X X de Groot, Frederick Merrill Lynch Wealth Management The Woodlands X X Gladstein, Mark B. Merrill Lynch Wealth Management Houston X X X X Harrell, Bob Harrell Investment Partners, LLC Austin X X Johri, Anupam (AJ) Morgan Stanley Wealth Management Dallas X X X Kardesch, Matthew Ameriprise Financial Services, Inc. Houston X X X Leven, Will Merrill Private Wealth Management Houston X McBride, Tommy Merrill Lynch Wealth Management Dallas X X McIntire, Thomas R. Cadent Capital, LLC/Raymond James Dallas X X X X McIntyre Fields, Charla K. Ameriprise Financial Services, Inc. Hurst X X X X McMeen, Robert Parkway Wealth Management Group/Raymond James Plano X X Messick, Chris Northwestern Mutual – Messick Peacock & Associates Dallas X X Muldoon, Kathleen Carter Financial Management/Raymond James Dallas X X X Paulson, Richard P. Raymond James & Associates Houston X Pearcy, Van M. Van Pearcy’s Wealth Services Team/Raymond James Midland X X X X Pennington, Darrell R. Ameriprise Financial Services, Inc. Houston X X X Peterson, Donald S. UBS Financial Services Inc. Dallas X X X Stavis, Deborah M. Stavis & Cohen Financial Houston X X Uptegraph, Jr., Don S. Morgan Stanley Wealth Management Houston X X Wood, Jr., F. Michael Merrill Private Wealth Management San Antonio X X VIRGINIA Barnette, Jr., James T. Global Advisor Group/Raymond James Reston X X X X Berry, Fritz A. SunTrust Investment Services Charlottesville X X X Cassaday, Stephan Q. Cassaday & Company, Inc. McLean X X X X Caudron, Tristan M. Caudron Megary Blackburn Wealth Management Group of Wells Fargo Advisors Alexandria X X X X Fitzgerald, Jim Northwestern Mutual – Fitzgerald Financial Group Richmond X X X X Hancock, Michael S. Ameriprise Financial Services, Inc. Charlottesville X Hayes, Brett Wells Fargo Advisors Financial Network Richmond X X X X Kurtz, Jonathan R. Voya Financial Advisors Vienna X X X X LeClair, Jeff W. Wells Fargo Advisors McLean X X X Lewis, John B. BB&T Scott & Stringfellow Richmond X X X Luu-Tu, Kim C. Ameriprise Financial Services, Inc. Vienna X X X Montgomery, Joseph W. Wells Fargo Advisors Williamsburg X X X Stokes, Nolan W. Northwestern Mutual Fairfax X X Strange, Allan H. Janney Montgomery Scott Richmond X X X X WASHINGTON Hollomon, Stephen J. Merrill Lynch Wealth Management Seattle X X X Matthews, Michael S. UBS Financial Services Inc. Bellevue X X Munster, Bruce C. Merrill Private Wealth Management Bellevue X X Scannell, Erin J. Ameriprise Financial Services, Inc. Mercer Island X X X X West, Lowry Morgan Stanley Private Wealth Management Seattle X X X WEST VIRGINIA Hall, Chris Hall Financial Advisors, LLC Parkersburg X X X X Houchins, David L. BB&T Scott & Stringfellow Charleston X X X X WISCONSIN Burish, Andrew D. UBS Financial Services Inc. Madison X X X X Calvelli, Chris Baird Milwaukee X X X X David, Jerry Northwestern Mutual – Prescient Financial Solutions Milwaukee X X X Doughty, Christopher Gentian Financial, Inc./Raymond James Mequon X X X Gwidt, David A. Wells Fargo Advisors Mequon X Heckmann, Matthew M. Northwestern Mutual – Heckmann Financial Middleton X X Klein, Michael G. Baird Milwaukee X X X Kowal, Jeffrey Kowal Investment Group, LLC/Raymond James Waukesha X X X X



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