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Contact Info

101 Constitution Avenue
Suite 703 East
Washington, D.C. 20001

Main: (703) 641-9400
Toll-Free: (888) 275-0092

Folow Us

Helping Make it Happen

This is a new organization, with a new offering. We will have a new name, mission, vision, values, and principles. All with a unified focus of helping families and business prepare for the tomorrow they expect-and for those they don’t foresee.

Two organizations coming together in our profession has never happened before, and it requires significant resources to make it possible. We are so grateful to every person, firm, and company who are helping us unify the profession.

Founding Members


  • Jim Hebets
  • Shaun McDuffee
  • Mark Murphy
  • Mullin Barens Sanford (Kristi Barens, Peter Mullin)
  • Winged Keel (Aaron Abrahms, Rohit Dalmia, Marko Djuronovic, Brian Gartner, Campbell Gerrish, Vikash Haritwal, Chelsea Maeda, Mike Mingolelli, Eric Naison-Phillips, Barbara Novak, Matt Phillips, Alexander Tuff, Jeri Turley)
  • Phillip C. Richards


  • Anthony Domino
  • Lindberg & Ripple (Anthony Pace, Carl Peterson, Nancy Shepard)
  • Nat Perlmutter


  • Aamir Chalisa
  • Jamie Hebets
  • Tom Love
  • SALI (Jonas Katz, Tom Nieman)
  • Dr. Maurice B. Springer


  • Michael James


  • Baker & Hostetler, LLP
  • Jerry Borrowman
  • Luis Chiappy
  • Mayur Dalal
  • Robert Eichler
  • David Fritz
  • Laurence E. Herman
  • Michelle Hubert
  • Don Lippencott
  • Richard Maus
  • Larry Raymond
  • Ken Samuelson
  • Rick Van Benschoten
  • Paul Vignone
  • John Watson


  • Stanley Benfell
  • Raymond Bening
  • Stephen Burk
  • Gordon Hammond
  • Blair Jacobson
  • Jerry Lindberg
  • Jason Maples
  • Andy Meehan
  • Jeffrey Neeck
  • Michael Noland
  • Richard Plesha
  • Constantine Pihakis
  • John Qualy
  • Michael Rosenzweig
  • Robert L. Scharff
  • David Stertzer
  • Forrest Surles
  • Michael Thompson
  • Harold Unger
  • Russell Vandevelde
  • Brendan Walsh

Founding Partners

  • Crump
  • Equitable
  • One America
  • Pacific Life
  • Penn Mutual
  • Principal Financial Group
  • State Farm 

Founding Agencies

  • Barnum Financial Group (Paul Blanco)
  • Blue Ocean Wealth Solutions (Frank Scalese)
  • Capital Financial Group (R. Timothy Sinks)
  • Capstone Financial (Scott Greenfield)
  • Capstone Partners Financial and Insurance Services, LLC (Andrew Moore)
  • Coastal Wealth (Harris S. Fishman & Jeremy Straub)
  • Commonwealth Financial Group (Richard St. Jean)
  • CorePath Wealth Partners, LLC (Mark Bonnett)
  • DFG Advisors (Jeffrey C. Dollarhide)
  • Equitable (Luis Chiappy)
  • Equitable (Chris Noonan)
  • Fifth Avenue Financial/MassMutual (Michael Book)
  • Financial Partners of Upstate New York (Sam Terrazzino)
  • Foster Klima & Company, Inc. (Doug Flink)
  • GoldBook Financial LLC (Victor Goldman)
  • Iron Horse Financial (JP Caswell)
  • Karr Barth Associates, Inc. (Tim Maguire)
  • Magnolia Wealth Strategies (Rich Schega)
  • MassMutual Carolinas (Tim Flanagan)
  • MassMutual Greater Houston (J.K. McAndrews)
  • MassMutual Great Lakes (Manuel Amezcua)
  • MassMutual Miami (Luis Hernandez)
  • MassMutual New York State (Joe DiLeo)
  • MassMutual Northern California (Robert Fakhimi)
  • MassMutual Tri State (John Bucsek)
  • North Star Resource Group (Ed Deutschlander)
  • Northeast Planning Corporation (Mike Salvatore)
  • Northwestern Mutual Greater New York (Paul Dodd)
  • Northwestern Mutual Washington (Leo Tucker)
  • Pacific Advisors (Kelly Kidwell)
  • Savage and Associates, Inc. (J.R. Toland)
  • Shoemaker Financial (Mac Jenkins)
  • Spectrum Financial Group (Patrick F. Thuecks)
  • The Bulfinch Group (Seth Medalie)
  • Wealth Advisory Group LLC (Amy Salo)
  • WestPoint Financial Group (Greg McRoberts)