944 donorss.
| Date | Contributor | Type | Employer | Occupation | Amount |
|---|---|---|---|---|---|
| 2025-06-30 | UNITED BANK | ORG | $1,550.72 | ||
| 2025-06-30 | JOHN F. CARTER | IND | CAPITAL STRATEGIES GROUP | PRINCIPAL & CO-FOUNDER | $1,500.00 |
| 2025-06-30 | GEORGE V. BLAHA | IND | THE BOLI GROUP | CEO | $500.00 |
| 2025-06-30 | GEORGE V. BLAHA | IND | THE BOLI GROUP | CEO | $500.00 |
| 2025-06-30 | C. TAIT CRUSE | IND | NORTHWESTERN MUTUAL-DALLAS | MANAGING PARTNER | $375.00 |
| 2025-06-30 | DAVID PERLMUTTER | IND | FOREST HILLS FINANCIAL GROUP | MANAGING PARTNER, GENERAL AGENT | $125.00 |
| 2025-06-30 | ANDREW SERZAN | IND | ONETEAM FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-06-30 | ERYKA MOREHEAD | IND | COLLABORATIVE PLANNING GROUP | PRESIDENT & CEO | $125.00 |
| 2025-06-30 | JOSHUA C. COBB | IND | PEACHTREE PLANNING CORP. | VICE PRESIDENT | $125.00 |
| 2025-06-30 | EVAN WOHL | IND | OPUS PRIVATE CLIENT, LLC | PARTNER | $125.00 |
| 2025-06-30 | PAUL KARLITZ | IND | SAGIENT AND PACIFIC REACH | CEO | $125.00 |
| 2025-06-30 | CHAU LAI | IND | PACIFIC ADVISORS | FINANCIAL ADVISOR | $125.00 |
| 2025-06-29 | BRADLEY STEWART | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-06-29 | BEN RAINEY | IND | WEALTHPOINT, LLC | PARTNER | $125.00 |
| 2025-06-29 | MICHAEL KEVIN LAWHON | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-06-29 | JEFF REETER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER, HOUSTON NETWORK OFFI | $125.00 |
| 2025-06-28 | CARRIE HALL | IND | CARRIE HALL AND ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-06-28 | ROBERT GARDNER | IND | GARDNER WALLACE FINANCIAL SOLUTIONS | PARTNER | $125.00 |
| 2025-06-28 | DARYL ELLIS | IND | ELLIS INSURANCE AND FINANCIAL GROUP | FINANCIAL ADVISOR AND PRINCIPAL | $125.00 |
| 2025-06-28 | RYAN F. BARRADAS | IND | WEALTHPOINT | MANAGING PARTNER | $125.00 |
| 2025-06-28 | HIRAM ARNAUD | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-06-28 | CHRISTOPHER LEMA | IND | PACIFIC ADVISORS | AGENT BROKER | $125.00 |
| 2025-06-27 | JESSICA CICCARELLI | IND | VALENT WEALTH | STRATEGIC PARTNER | $1,000.00 |
| 2025-06-27 | BLAKE BARENS | IND | MULLIN BARENS SANFORD FINANCIAL | CONSULTANT | $250.00 |
| 2025-06-27 | MARK GELBMAN | IND | STRATEGIC WEALTH SOLUTIONS | OWNER & FINANCIAL ADVISOR | $250.00 |
| 2025-06-27 | DAVID BUCKWALD | IND | ONETEAM FINANCIAL | CEO | $250.00 |
| 2025-06-27 | CHARLES R. PRUETT | IND | PRUETT FINANCIAL GROUP | MANAGING PARTNER | $250.00 |
| 2025-06-27 | DAVID D. MIRABITO | IND | VISION FINANCIAL GROUP | SENIOR FINANCIAL SERVICES EXECUTIVE | $125.00 |
| 2025-06-27 | THOMAS DUMAS | IND | CONSOLIDATED PLANNING | FIELD REPRESENTATIVE | $125.00 |
| 2025-06-27 | DENNIS P. MULLEN | IND | FIFTH AVENUE FINANCIAL | MANAGING DIRECTOR, BROKERAGE | $125.00 |
| 2025-06-27 | THOMAS J. MCDOWELL | IND | MCDOWELL FINANCIAL GROUP | INSURANCE AGENT | $125.00 |
| 2025-06-27 | MICHAEL L. WEINTRAUB | IND | NEXT STEP RETIREMENT & INSURANCE SVCS | PRINCIPAL | $125.00 |
| 2025-06-27 | ANDREA WASS | IND | NORTHWESTERN MUTUAL | FINANCIAL ADVISOR | $125.00 |
| 2025-06-27 | WILLIAM J. LYNCH | IND | LYNCH & ASSOCIATES | CEO | $125.00 |
| 2025-06-27 | DAN VOGELZANG | IND | M ADVISORY GROUP | PRESIDENT & OWNER | $125.00 |
| 2025-06-27 | MICHAEL DAVILA | IND | FORTIS LUX FINANCIAL | FINANCIAL ADVISOR | $125.00 |
| 2025-06-27 | JOHN C. ERTZ | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-06-27 | JOSEPH KRUSE | IND | KRUSE FINANCIAL GROUP | PRESIDENT & FINANCIAL ADVISOR | $125.00 |
| 2025-06-27 | J. PHILIP BENDER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-06-27 | MICHAEL E. ROSENZWEIG | IND | ROSENZWEIG FINANCIAL SERVICES | PRESIDENT & CEO | $125.00 |
| 2025-06-27 | ANTHONY DI BERNARDO | IND | FLEXIBLE INSURANCE PLANS, INC. | CEO | $125.00 |
| 2025-06-27 | PHILLIP BEAULIEU | IND | BRIGHTHOUSE FINANCIAL | VICE PRESIDENT, NATIONAL SALES | $125.00 |
| 2025-06-27 | ERIC J. HIEBER | IND | WINGED KEEL GROUP | DIRECTOR - PLAN DESIGN/PRINCIPAL | $125.00 |
| 2025-06-27 | FREDERICK SCRUGGS | IND | FINANCIAL DESIGNS | PRESIDENT | $125.00 |
| 2025-06-27 | MICHAEL B. DRANOFF | IND | NEW JERSEY LIFE & CASUALTY ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-06-27 | MATTHEW TEEL | IND | BARNUM FINANCIAL GROUP | SENIOR VICE PRESIDENT, BROKERAGE DIREC | $125.00 |
| 2025-06-27 | SUZANNE JACK | IND | FINANCIAL ARCHITECTS | PRIVATE CLIENT DIRECTOR | $125.00 |
| 2025-06-27 | DAVID KIECKER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-06-27 | FRANK CONGILOSE | IND | C&A FINANCIAL | PRESIDENT | $125.00 |
| 2025-06-27 | GARY K. BLUM | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $50.00 |
| 2025-06-26 | MATT KASPER | IND | COHN FINANCIAL GROUP | DIRECTOR | $500.00 |
| 2025-06-26 | TARIQ COLLINS | IND | EAGLE FINANCIAL GROUP | CHIEF FINANCIAL OFFICER | $375.00 |
| 2025-06-26 | PHILLIP A. PICKETT | IND | EBS | FINANCIAL REPRESENTATIVE, CPA | $250.00 |
| 2025-06-26 | VIDAL PEOPLES | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $125.00 |
| 2025-06-26 | CHRISTOPHER COCORES | IND | UFINANCIAL GROUP | PRESIDENT & CEO | $125.00 |
| 2025-06-25 | MICHAEL PRIEDE | IND | CAPITAL STRATEGIES | PRESIDENT & CEO | $1,500.00 |
| 2025-06-25 | MICHAEL BOOK | IND | LENOX ADVISORS | GENERAL AGENT | $1,000.00 |
| 2025-06-25 | STEVE KROEGER | IND | CRUMP LIFE INSURANCE SERVICES | SENIOR VICE PRESIDENT, ADVANCED SALES | $125.00 |
| 2025-06-25 | STEVEN REA | IND | FARM BUREAU FINANCIAL SERVICES | REGIONAL VICE PRESIDENT | $125.00 |
| 2025-06-25 | CONSTANCE SEAY | IND | CONOAK PARTNERS | OWNER | $125.00 |
| 2025-06-25 | ZACHARY KRIFTCHER | IND | LENOX ADVISORS | RELATIONSHIP MANAGER, SR. VP | $125.00 |
| 2025-06-25 | JEFFREY S. BEAR | IND | M FINANCIAL GROUP | VICE PRESIDENT - MEMBER FIRM DEVELOP. | $125.00 |
| 2025-06-24 | FORREST G. SURLES | IND | FORRECT GROUP, LLC | PRINCIPAL & FOUNDER | $500.00 |
| 2025-06-24 | ADAM HURD | IND | 642ADVISING | PRINCIPAL | $125.00 |
| 2025-06-24 | RYAN HICKS | IND | THE HICKS TEAM | DIRECTOR OF WEALTH MANAGEMENT | $125.00 |
| 2025-06-24 | MARK B. CONNELY | IND | WEALTH DESIGN GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-06-24 | ANTHONY SPATICHIA | IND | MASSMUTUAL | PRESIDENT AND CEO | $125.00 |
| 2025-06-24 | DAN JENKINS | IND | JKS FINANCIAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-06-24 | BRENDON HEALY | IND | COASTAL INSURANCE CONSULTING | MANAGING PARTNER | $125.00 |
| 2025-06-23 | JASON MENDELSOHN | IND | ASHAR GROUP LLC | PRESIDENT | $125.00 |
| 2025-06-23 | MATTHEW CAROTHERS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-06-22 | KRISTOFER GRAY | IND | INTEGRITY FINANCIAL CORPORATION | PRINCIPAL | $125.00 |
| 2025-06-21 | TRAVIS HART | IND | WEALTH STRATEGIES | GENERAL AGENT | $125.00 |
| 2025-06-21 | ERIK SPEED | IND | MULLIN BARENS SANFORD FINANCIAL | ASSOCIATE PRINCIPAL | $125.00 |
| 2025-06-21 | PRESTON SARTELLE | IND | ROCKBRIDGE GROUP | FOUNDING PRINCIPAL | $125.00 |
| 2025-06-20 | DEWANE LEWIS | IND | 1847 FINANCIAL | MANAGING PARTNER | $375.00 |
| 2025-06-20 | LUIS G. CHIAPPY | IND | EQUITABLE ADVISORS | PRESIDENT | $250.00 |
| 2025-06-20 | JERRY CORLESS | IND | CAPITAL FINANCIAL GROUP | PRESIDENT | $125.00 |
| 2025-06-20 | SCOTT TRAMMELL | IND | STRATEGIC FINANCIAL PARTNERS | FINANCIAL ADVISOR | $125.00 |
| 2025-06-20 | CHARLES EMERSON | IND | INDEPENDENT PLANNING GROUP | FINANCIAL PROFESSIONAL | $125.00 |
| 2025-06-20 | JONATHAN M. LIEBESKIND | IND | TENZING INSURANCE STRATEGIES | FINANCIAL ADVISOR | $50.00 |
| 2025-06-20 | ROBERTO SCHAECHTER | IND | UNITED FINANCIAL CONSULTANTS | PRINCIPAL | $50.00 |
| 2025-06-20 | MICHAEL MORAN | IND | COMMONWEALTH FINANCIAL GROUP | MANAGING DIRECTOR, SENIOR PARTNER | $50.00 |
| 2025-06-19 | JOSEPH P. MALLEE III | IND | MASSMUTUAL - EASTERN PENNSYLVANIA | PRESIDENT & CEO | $125.00 |
| 2025-06-19 | GREG MCROBERTS | IND | WESTPOINT FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-06-19 | CHAD DRUVENGA | IND | CBS BROKERAGE | CEO | $125.00 |
| 2025-06-19 | ANTHONY MENTO | IND | LIFE BROKERAGE LLC | PRESIDENT | $125.00 |
| 2025-06-18 | NICHOLAS LANGEFELS | IND | NORTHWESTERN MUTUAL | PRIVATE WEALTH ADVISOR | $125.00 |
| 2025-06-18 | COREY SCHNEIDER | IND | SENTINEL FINANCIAL SOLUTIONS | FINANCIAL ADVISER AND WEALTH MANAGER | $125.00 |
| 2025-06-18 | ARMEN KHADIWALA | IND | ANTHOLOGY CAPITOL SOLUTIONS | MANAGING DIRECTOR | $125.00 |
| 2025-06-18 | LAWRENCE BARTH | IND | AJJ PLANNING SERVICES, INC. | PRESIDENT & CEO | $50.00 |
| 2025-06-17 | MARK KULL | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-06-17 | JAMES MEEHAN | IND | 1847 FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-06-17 | ABBE LARGE | IND | LENOX ADVISORS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-06-16 | BEN KRONISH | IND | FINANCIAL ARCHITECTS PARTNERS | PARTNER | $125.00 |
| 2025-06-16 | STEVE WIGHT | IND | TCS INSURANCE AGENCY, INC. | DIRECTOR OF MARKETING | $125.00 |
| 2025-06-16 | GEORGE KINIGOPOULOS | IND | MASSMUTUAL GREATER WASHINGTON | MANAGING PARTNER | $125.00 |
| 2025-06-16 | RONNIE KAYMORE | IND | KAYMORE SPORTS MANAGEMENT & CONSULTING | CEO | $125.00 |
| 2025-06-16 | ROBERT ANGEL | IND | STRATEGIES FOR WEALTH | MANAGING DIRECTOR | $125.00 |
| 2025-06-16 | AAMIR CHALISA | IND | FUTURITY INSURANCE GROUP | GENERAL MANAGER | $50.00 |
| 2025-06-15 | KULDEEP MADAN | IND | MADAN AND ASSOCIATES | FINANCIAL ADVISOR | $375.00 |
| 2025-06-15 | EDGAR WHITMORE III | IND | LENOX ADVISORS | PARTNER | $250.00 |
| 2025-06-15 | BRENDAN WALSH | IND | CATALYST SOLUTIONS GROUP | PRESIDENT | $125.00 |
| 2025-06-15 | RACHEL C. LOWER | IND | CORNERSTONE FINANCIAL CONSULTANTS,LTD. | PRESIDENT & CEO | $125.00 |
| 2025-06-15 | MICHAEL SHEAN | IND | LENOX ADVISORS | MANAGING DIRECTOR | $125.00 |
| 2025-06-15 | R. DAVID FRITZ | IND | EXECUTIVE BENEFITS NETWORK | MANAGING PARTNER/OWNER | $125.00 |
| 2025-06-15 | MARGUERITE RANGEL | IND | VENEZIA FINANCIAL & INSURANCE SERVICES | FOUNDER & CEO | $125.00 |
| 2025-06-15 | BRACKNELL BAKER | IND | GB FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-06-15 | TARIQ COLLINS | IND | EAGLE FINANCIAL GROUP | CHIEF FINANCIAL OFFICER | $50.00 |
| 2025-06-14 | CHRISTOPHER H. NYLAND | IND | FULCRUM PARTNERS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-06-14 | KURT FASEN | IND | DBS FINANCIAL GROUP | SALES AND MARKETING LEADER | $125.00 |
| 2025-06-14 | JEFFREY C. DOLLARHIDE | IND | TOUCHSTONE WEALTH | PRESIDENT & CEO | $125.00 |
| 2025-06-14 | ODON L. BACQUE JR. | IND | MAGNOLIA WEALTH STRATEGIES | RETIREMENT PLANNING CONSULTANT | $125.00 |
| 2025-06-13 | STEPHEN TARGET | IND | NEWTON ONE ADVISORS | PARTNER | $125.00 |
| 2025-06-13 | JOSEPH BRAGDON | IND | FINANCIAL ARCHITECTS | VICE PRESIDENT | $125.00 |
| 2025-06-13 | ADAM SENDZISCHEW | IND | JONES LOWRY | PRINCIPAL | $125.00 |
| 2025-06-12 | BRIAN ROBERTS | IND | SYNERGY WEALTH SOLUTIONS | CEO | $750.00 |
| 2025-06-12 | BRENT KOCH | IND | WEALTH MANAGEMENT STRATEGIES | PRINCIPAL | $250.00 |
| 2025-06-12 | PETER HARJES | IND | ARI FINANCIAL GROUP | CHIEF STRATEGIST | $125.00 |
| 2025-06-12 | GREG WACHTER | IND | BARNUM FINANCIAL GROUP | VICE PRESIDENT RISK MANAGEMENT | $50.00 |
| 2025-06-10 | IAN FREEMAN | IND | THE FREEMAN GROUP | WEALTH MANAGEMENT ADVISOR | $375.00 |
| 2025-06-10 | JULIAN H. GOOD JR. | IND | GOOD FINANCIAL GROUP | PRINCIPAL/OWNER | $125.00 |
| 2025-06-10 | JASON DOVIAK | IND | C&A FINANCIAL | PARTNER | $125.00 |
| 2025-06-10 | MICHAEL B. KENTOR | IND | THE KENTOR COMPANY | PRESIDENT | $125.00 |
| 2025-06-10 | RYAN KRAMER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-06-10 | MITCHELL BEER | IND | BEER FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-06-09 | JEFF BENOWITZ | IND | CERTIFIED FINANCIAL SERVICES | REGISTERED REPRESENTATIVE | $416.66 |
| 2025-06-09 | CHARLES GIARDINA | IND | MAGNOLIA WEALTH STRATEGIES | FINANCIAL SERVICES EXECUTIVE | $250.00 |
| 2025-06-09 | ROBERT DUCATO | IND | NEW YORK LIFE INSURANCE CO. | REGISTERED REPRESENTATIVE | $125.00 |
| 2025-06-09 | RAYMOND L. BENING | IND | BENING FINANCIAL ORG. | PRESIDENT | $125.00 |
| 2025-06-09 | CLAYTON HAHS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-06-09 | KENNETH ALTER | IND | INTERNATIONAL PLANNING ALL. | MANAGING DIRECTOR | $125.00 |
| 2025-06-09 | DAVID SPENCER | IND | SPENCER BENEFITS | FOUNDER/PRESIDENT | $125.00 |
| 2025-06-08 | JOHN LEFFERTS | IND | EQUITABLE | MANAGING DIRECTOR - BUSINESS DEVELOPME | $375.00 |
| 2025-06-08 | WILLIAM A. CASSIDY | IND | CASSIDY & COMPANY, LLC | PRESIDENT | $333.32 |
| 2025-06-08 | CHRIS THOMAS | IND | PRINCIPAL | FINANCIAL ADVISOR | $125.00 |
| 2025-06-08 | DOUGLAS K. FLINK | IND | FOSTER, KLIMA & COMPANY, LLC | CEO | $125.00 |
| 2025-06-07 | MICHAEL J. KILEY | IND | CHAMBERLAIN GROUP | FOUNDER & CEO | $125.00 |
| 2025-06-07 | BRUCE S. UDELL | IND | UDELL MANAGEMENT LLC | CEO | $125.00 |
| 2025-06-07 | JOE GERGELY | IND | COUNTRY FINANCIAL | AREA DIRECTOR | $125.00 |
| 2025-06-07 | JOSEPH SCHEID | IND | DFG ADVISORS | FINANCIAL PLANNER & WEALTH MANAGER | $125.00 |
| 2025-06-06 | JACQUELINE BALINBIN | IND | KIBBLE & PRENTICE HOLDING COMPANY | VICE PRESIDENT | $750.00 |
| 2025-06-06 | DONALD BRADLEY STONECIPHER | IND | PEACHTREE PLANNING | PRESIDENT | $375.00 |
| 2025-06-06 | GREGORY L. OLSEN | IND | LENOX ADVISORS | PARTNER | $125.00 |
| 2025-06-06 | PAUL S. DEVORE | IND | FMS FINANCIAL PARTNERS, INC. | CEO | $125.00 |
| 2025-06-06 | JEROME PASICHOW | IND | INTEGRATED FINANCIAL CONCEPTS | FINANCIAL ADVISOR | $125.00 |
| 2025-06-06 | MARTIN GLICKMAN | IND | NORTHWESTERN MUTUAL GREATER CHICAGO | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-06-05 | PAUL TOMASSINI | IND | PENNMUTUAL | REGIONAL MARKETING DIRECTOR | $375.00 |
| 2025-06-05 | YAN KATZ | IND | THE BULFINCH GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-06-05 | CHRISTY BARILOTTI | IND | BARILOTTI WEALTH STRATEGIES, LLC | PRESIDENT/CEO | $125.00 |
| 2025-06-05 | VINCENT M. D'ADDONA | IND | VALENT WEALTH | STRATEGIC PARTNER | $125.00 |
| 2025-06-05 | RAFAEL EKSTEIN | IND | EKSTEIN FINANCIAL SERVICES | FINANCIAL ADVISOR | $125.00 |
| 2025-06-04 | STEFAN GREENBERG | IND | LENOX ADVISORS | FINANCIAL ADVISOR | $500.00 |
| 2025-06-04 | SCOTT C. IODICE | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-06-04 | PAUL TOKARZ | IND | WEST POINT FINANCIAL GROUP, LLC | PARTNER | $125.00 |
| 2025-06-03 | MICHAEL R. NOLAND | IND | INTEGRATED FINANCIAL | FINANCIAL ADVISOR | $375.00 |
| 2025-06-03 | JAMES KENERLY | IND | PLYBON & ASSOCIATES, INC. | COO & DIRECTOR OF MARKETING | $375.00 |
| 2025-06-03 | ANN RALEIGH LANG | IND | TWIN FINANCIAL | CO-OWNER | $375.00 |
| 2025-06-03 | CURTIS BENTON | IND | MODERN WOODMAN OF AMERICA | HEAD OF NEW FIELD GROWTH | $125.00 |
| 2025-06-03 | TIMOTHY MAGUIRE | IND | KARR BARTH AND ASSOCIATES | CHAIRMAN | $125.00 |
| 2025-06-03 | JOSEPH MURNANE | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-06-02 | JENNIFER FOX | IND | FINSECA | VICE PRESIDENT, FEDERAL AFFAIRS | $125.00 |
| 2025-06-02 | ANTHONY PACE | IND | LINDBERG & RIPPLE | MANAGING PRINCIPAL | $125.00 |
| 2025-06-02 | JOEL D. DESJARDINS | IND | THE COYLE COMPANY | PARTNER, DIRECTOR OF CASE DESIGN | $125.00 |
| 2025-06-02 | JEFFREY P. PETERSON | IND | EBS | MANAGING PARTNER | $125.00 |
| 2025-06-02 | JEFFREY NEECK | IND | STRATEGIES FOR WEALTH | PARTNER | $125.00 |
| 2025-06-02 | RICHARD VAN BENSCHOTEN | IND | WEALTHSPIRE ADVISORS | EXECUTIVE VICE PRESIDENT | $125.00 |
| 2025-06-02 | MARK SANGIACOMO | IND | CRUMP LIFE INSURANCE SERVICES | REGIONAL DIRECTOR | $50.00 |
| 2025-06-01 | CHRISTOPHER WALTERS | IND | WILLIAM MORRIS GROUP, P.A. | PRINCIPAL | $250.00 |
| 2025-06-01 | FRANK W. SENECO | IND | SENECO & ASSOCIATES INC. | PRESIDENT | $250.00 |
| 2025-06-01 | THOMAS KING | IND | CIC SERVICES, LLC | FOUNDING PRINCIPAL | $125.00 |
| 2025-06-01 | JOHN KENYON LANG | IND | CAMBIUM GROUP | SENIOR MANAGING PARTNER | $125.00 |
| 2025-06-01 | CHET E. SCHWARTZ | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-06-01 | PHILLIP HELD | IND | MCDERMID FINANCIAL GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-06-01 | JERRY HEMMER | IND | ALLIANCE FINANCIAL GROUP | OWNER & CEO | $125.00 |
| 2025-05-31 | JOSHUA C. COBB | IND | PEACHTREE PLANNING CORP. | VICE PRESIDENT | $125.00 |
| 2025-05-30 | JOEL CARSON | IND | PENN MUTUAL | VICE PRESIDENT | $3,000.00 |
| 2025-05-30 | UNITED BANK | ORG | $1,601.37 | ||
| 2025-05-30 | ERYKA MOREHEAD | IND | COLLABORATIVE PLANNING GROUP | PRESIDENT & CEO | $125.00 |
| 2025-05-30 | CHAU LAI | IND | PACIFIC ADVISORS | FINANCIAL ADVISOR | $125.00 |
| 2025-05-30 | PAUL KARLITZ | IND | SAGIENT AND PACIFIC REACH | CEO | $125.00 |
| 2025-05-30 | ANDREW SERZAN | IND | ONETEAM FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-05-30 | EVAN WOHL | IND | OPUS PRIVATE CLIENT, LLC | PARTNER | $125.00 |
| 2025-05-30 | DAVID PERLMUTTER | IND | FOREST HILLS FINANCIAL GROUP | MANAGING PARTNER, GENERAL AGENT | $125.00 |
| 2025-05-29 | MICHAEL KEVIN LAWHON | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-05-29 | BRADLEY STEWART | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-05-29 | BEN RAINEY | IND | WEALTHPOINT, LLC | PARTNER | $125.00 |
| 2025-05-29 | JEFF REETER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER, HOUSTON NETWORK OFFI | $125.00 |
| 2025-05-28 | HIRAM ARNAUD | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-05-28 | CARRIE HALL | IND | CARRIE HALL AND ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-05-28 | CHRISTOPHER LEMA | IND | PACIFIC ADVISORS | AGENT BROKER | $125.00 |
| 2025-05-28 | RYAN F. BARRADAS | IND | WEALTHPOINT | MANAGING PARTNER | $125.00 |
| 2025-05-28 | ROBERT GARDNER | IND | GARDNER WALLACE FINANCIAL SOLUTIONS | PARTNER | $125.00 |
| 2025-05-28 | DARYL ELLIS | IND | ELLIS INSURANCE AND FINANCIAL GROUP | FINANCIAL ADVISOR AND PRINCIPAL | $125.00 |
| 2025-05-27 | SCOTT SPARKS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $4,000.00 |
| 2025-05-27 | MARK GELBMAN | IND | STRATEGIC WEALTH SOLUTIONS | OWNER & FINANCIAL ADVISOR | $250.00 |
| 2025-05-27 | BLAKE BARENS | IND | MULLIN BARENS SANFORD FINANCIAL | CONSULTANT | $250.00 |
| 2025-05-27 | CHARLES R. PRUETT | IND | PRUETT FINANCIAL GROUP | MANAGING PARTNER | $250.00 |
| 2025-05-27 | DAVID BUCKWALD | IND | ONETEAM FINANCIAL | CEO | $250.00 |
| 2025-05-27 | FREDERICK SCRUGGS | IND | FINANCIAL DESIGNS | PRESIDENT | $125.00 |
| 2025-05-27 | JOSEPH KRUSE | IND | KRUSE FINANCIAL GROUP | PRESIDENT & FINANCIAL ADVISOR | $125.00 |
| 2025-05-27 | FRANK CONGILOSE | IND | C&A FINANCIAL | PRESIDENT | $125.00 |
| 2025-05-27 | WILLIAM J. LYNCH | IND | LYNCH & ASSOCIATES | CEO | $125.00 |
| 2025-05-27 | MICHAEL E. ROSENZWEIG | IND | ROSENZWEIG FINANCIAL SERVICES | PRESIDENT & CEO | $125.00 |
| 2025-05-27 | DAN VOGELZANG | IND | M ADVISORY GROUP | PRESIDENT & OWNER | $125.00 |
| 2025-05-27 | ANTHONY DI BERNARDO | IND | FLEXIBLE INSURANCE PLANS, INC. | CEO | $125.00 |
| 2025-05-27 | JOHN C. ERTZ | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-05-27 | PHILLIP BEAULIEU | IND | BRIGHTHOUSE FINANCIAL | VICE PRESIDENT, NATIONAL SALES | $125.00 |
| 2025-05-27 | ERIC J. HIEBER | IND | WINGED KEEL GROUP | DIRECTOR - PLAN DESIGN/PRINCIPAL | $125.00 |
| 2025-05-27 | SUZANNE JACK | IND | FINANCIAL ARCHITECTS | PRIVATE CLIENT DIRECTOR | $125.00 |
| 2025-05-27 | MATTHEW TEEL | IND | BARNUM FINANCIAL GROUP | SENIOR VICE PRESIDENT, BROKERAGE DIREC | $125.00 |
| 2025-05-27 | THOMAS DUMAS | IND | CONSOLIDATED PLANNING | FIELD REPRESENTATIVE | $125.00 |
| 2025-05-27 | STEVEN DUGAL | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-05-27 | DAVID KIECKER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-05-27 | MICHAEL B. DRANOFF | IND | NEW JERSEY LIFE & CASUALTY ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-05-27 | MICHAEL DAVILA | IND | FORTIS LUX FINANCIAL | FINANCIAL ADVISOR | $125.00 |
| 2025-05-27 | J. PHILIP BENDER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-05-27 | MICHAEL L. WEINTRAUB | IND | NEXT STEP RETIREMENT & INSURANCE SVCS | PRINCIPAL | $125.00 |
| 2025-05-27 | DAVID D. MIRABITO | IND | VISION FINANCIAL GROUP | SENIOR FINANCIAL SERVICES EXECUTIVE | $125.00 |
| 2025-05-27 | THOMAS J. MCDOWELL | IND | MCDOWELL FINANCIAL GROUP | INSURANCE AGENT | $125.00 |
| 2025-05-27 | ANDREA WASS | IND | NORTHWESTERN MUTUAL | FINANCIAL ADVISOR | $125.00 |
| 2025-05-27 | DENNIS P. MULLEN | IND | FIFTH AVENUE FINANCIAL | MANAGING DIRECTOR, BROKERAGE | $125.00 |
| 2025-05-27 | GARY K. BLUM | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $50.00 |
| 2025-05-26 | PHILLIP A. PICKETT | IND | EBS | FINANCIAL REPRESENTATIVE, CPA | $250.00 |
| 2025-05-26 | VIDAL PEOPLES | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $125.00 |
| 2025-05-26 | CHRISTOPHER COCORES | IND | UFINANCIAL GROUP | PRESIDENT & CEO | $125.00 |
| 2025-05-25 | CONSTANCE SEAY | IND | CONOAK PARTNERS | OWNER | $125.00 |
| 2025-05-25 | ZACHARY KRIFTCHER | IND | LENOX ADVISORS | RELATIONSHIP MANAGER, SR. VP | $125.00 |
| 2025-05-25 | STEVE KROEGER | IND | CRUMP LIFE INSURANCE SERVICES | SENIOR VICE PRESIDENT, ADVANCED SALES | $125.00 |
| 2025-05-25 | JEFFREY S. BEAR | IND | M FINANCIAL GROUP | VICE PRESIDENT - MEMBER FIRM DEVELOP. | $125.00 |
| 2025-05-25 | STEVEN REA | IND | FARM BUREAU FINANCIAL SERVICES | REGIONAL VICE PRESIDENT | $125.00 |
| 2025-05-24 | ANTHONY SPATICHIA | IND | MASSMUTUAL | PRESIDENT AND CEO | $125.00 |
| 2025-05-24 | RYAN HICKS | IND | THE HICKS TEAM | DIRECTOR OF WEALTH MANAGEMENT | $125.00 |
| 2025-05-24 | DAN JENKINS | IND | JKS FINANCIAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-05-24 | MARK B. CONNELY | IND | WEALTH DESIGN GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-05-24 | BRENDON HEALY | IND | COASTAL INSURANCE CONSULTING | MANAGING PARTNER | $125.00 |
| 2025-05-24 | ADAM HURD | IND | 642ADVISING | PRINCIPAL | $125.00 |
| 2025-05-23 | SAMUEL TERRAZZINO | IND | FINANCIAL PARTNERS OF UPSTATE NEW YORK | PRESIDENT & MANAGING PARTNER | $375.00 |
| 2025-05-23 | JASON MENDELSOHN | IND | ASHAR GROUP LLC | PRESIDENT | $125.00 |
| 2025-05-23 | MATTHEW CAROTHERS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-05-22 | PAUL E. VIGNONE | IND | THE GABER GROUP | ASSOCIATE CONSULTANT | $375.00 |
| 2025-05-22 | KRISTOFER GRAY | IND | INTEGRITY FINANCIAL CORPORATION | PRINCIPAL | $125.00 |
| 2025-05-22 | JONATHAN DAVIS | IND | LENOX ADVISORS | PARTNER | $125.00 |
| 2025-05-21 | HUDSON WILLIAMS | IND | CAPITAL STRATEGIES | TAX COUNSEL | $375.00 |
| 2025-05-21 | TRAVIS HART | IND | WEALTH STRATEGIES | GENERAL AGENT | $125.00 |
| 2025-05-21 | PRESTON SARTELLE | IND | ROCKBRIDGE GROUP | FOUNDING PRINCIPAL | $125.00 |
| 2025-05-21 | ERIK SPEED | IND | MULLIN BARENS SANFORD FINANCIAL | ASSOCIATE PRINCIPAL | $125.00 |
| 2025-05-20 | IRA M. HERMANN | IND | CAPSTONE PARTNERS | FINANCIAL ADVISOR | $1,500.00 |
| 2025-05-20 | JAMES DEAN | IND | JD FINANCIAL GROUP | PRESIDENT & CEO | $375.00 |
| 2025-05-20 | WILLIAM WAKEMAN III | IND | DIVERSIFIED FINANCIAL PARTNERS, INC. | PRESIDENT | $375.00 |
| 2025-05-20 | LUIS G. CHIAPPY | IND | EQUITABLE ADVISORS | PRESIDENT | $250.00 |
| 2025-05-20 | JERRY CORLESS | IND | CAPITAL FINANCIAL GROUP | PRESIDENT | $125.00 |
| 2025-05-20 | CHARLES EMERSON | IND | INDEPENDENT PLANNING GROUP | FINANCIAL PROFESSIONAL | $125.00 |
| 2025-05-20 | SCOTT TRAMMELL | IND | STRATEGIC FINANCIAL PARTNERS | FINANCIAL ADVISOR | $125.00 |
| 2025-05-20 | JOSEPH P. MALLEE III | IND | MASSMUTUAL - EASTERN PENNSYLVANIA | PRESIDENT & CEO | $125.00 |
| 2025-05-20 | JONATHAN M. LIEBESKIND | IND | TENZING INSURANCE STRATEGIES | FINANCIAL ADVISOR | $50.00 |
| 2025-05-20 | ROBERTO SCHAECHTER | IND | UNITED FINANCIAL CONSULTANTS | PRINCIPAL | $50.00 |
| 2025-05-19 | GREG MCROBERTS | IND | WESTPOINT FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-05-19 | CHAD DRUVENGA | IND | CBS BROKERAGE | CEO | $125.00 |
| 2025-05-19 | ANTHONY MENTO | IND | LIFE BROKERAGE LLC | PRESIDENT | $125.00 |
| 2025-05-18 | COREY SCHNEIDER | IND | SENTINEL FINANCIAL SOLUTIONS | FINANCIAL ADVISER AND WEALTH MANAGER | $125.00 |
| 2025-05-18 | ARMEN KHADIWALA | IND | ANTHOLOGY CAPITOL SOLUTIONS | MANAGING DIRECTOR | $125.00 |
| 2025-05-18 | NICHOLAS LANGEFELS | IND | NORTHWESTERN MUTUAL | PRIVATE WEALTH ADVISOR | $125.00 |
| 2025-05-18 | LAWRENCE BARTH | IND | AJJ PLANNING SERVICES, INC. | PRESIDENT & CEO | $50.00 |
| 2025-05-17 | MARK KULL | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-05-17 | ABBE LARGE | IND | LENOX ADVISORS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-05-17 | JAMES MEEHAN | IND | 1847 FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-05-16 | FRANK SCALESE | IND | BLUE OCEAN WEALTH SOLUTIONS | MANAGING PARTNER | $1,000.00 |
| 2025-05-16 | STEVE WIGHT | IND | TCS INSURANCE AGENCY, INC. | DIRECTOR OF MARKETING | $125.00 |
| 2025-05-16 | ROBERT ANGEL | IND | STRATEGIES FOR WEALTH | MANAGING DIRECTOR | $125.00 |
| 2025-05-16 | GEORGE KINIGOPOULOS | IND | MASSMUTUAL GREATER WASHINGTON | MANAGING PARTNER | $125.00 |
| 2025-05-16 | BEN KRONISH | IND | FINANCIAL ARCHITECTS PARTNERS | PARTNER | $125.00 |
| 2025-05-16 | RONNIE KAYMORE | IND | KAYMORE SPORTS MANAGEMENT & CONSULTING | CEO | $125.00 |
| 2025-05-16 | AAMIR CHALISA | IND | FUTURITY INSURANCE GROUP | GENERAL MANAGER | $50.00 |
| 2025-05-15 | EDGAR WHITMORE III | IND | LENOX ADVISORS | PARTNER | $250.00 |
| 2025-05-15 | RACHEL C. LOWER | IND | CORNERSTONE FINANCIAL CONSULTANTS,LTD. | PRESIDENT & CEO | $125.00 |
| 2025-05-15 | MARGUERITE RANGEL | IND | VENEZIA FINANCIAL & INSURANCE SERVICES | FOUNDER & CEO | $125.00 |
| 2025-05-15 | R. DAVID FRITZ | IND | EXECUTIVE BENEFITS NETWORK | MANAGING PARTNER/OWNER | $125.00 |
| 2025-05-15 | MICHAEL SHEAN | IND | LENOX ADVISORS | MANAGING DIRECTOR | $125.00 |
| 2025-05-15 | BRACKNELL BAKER | IND | GB FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-05-15 | TARIQ COLLINS | IND | EAGLE FINANCIAL GROUP | CHIEF FINANCIAL OFFICER | $50.00 |
| 2025-05-14 | CHRISTOPHER H. NYLAND | IND | FULCRUM PARTNERS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-05-14 | KURT FASEN | IND | DBS FINANCIAL GROUP | SALES AND MARKETING LEADER | $125.00 |
| 2025-05-14 | ODON L. BACQUE JR. | IND | MAGNOLIA WEALTH STRATEGIES | RETIREMENT PLANNING CONSULTANT | $125.00 |
| 2025-05-14 | JEFFREY C. DOLLARHIDE | IND | TOUCHSTONE WEALTH | PRESIDENT & CEO | $125.00 |
| 2025-05-14 | JOSEPH BRAGDON | IND | FINANCIAL ARCHITECTS | VICE PRESIDENT | $125.00 |
| 2025-05-13 | STEPHEN TARGET | IND | NEWTON ONE ADVISORS | PARTNER | $125.00 |
| 2025-05-13 | ADAM SENDZISCHEW | IND | JONES LOWRY | PRINCIPAL | $125.00 |
| 2025-05-12 | BRENT KOCH | IND | WEALTH MANAGEMENT STRATEGIES | PRINCIPAL | $250.00 |
| 2025-05-12 | PETER HARJES | IND | ARI FINANCIAL GROUP | CHIEF STRATEGIST | $125.00 |
| 2025-05-12 | GREG WACHTER | IND | BARNUM FINANCIAL GROUP | VICE PRESIDENT RISK MANAGEMENT | $50.00 |
| 2025-05-10 | RYAN KRAMER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-05-10 | KENNETH ALTER | IND | INTERNATIONAL PLANNING ALL. | MANAGING DIRECTOR | $125.00 |
| 2025-05-10 | MITCHELL BEER | IND | BEER FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-05-10 | JULIAN H. GOOD JR. | IND | GOOD FINANCIAL GROUP | PRINCIPAL/OWNER | $125.00 |
| 2025-05-10 | JASON DOVIAK | IND | C&A FINANCIAL | PARTNER | $125.00 |
| 2025-05-09 | JOEL CARSON | IND | PENN MUTUAL | VICE PRESIDENT | $1,000.00 |
| 2025-05-09 | JEFF BENOWITZ | IND | CERTIFIED FINANCIAL SERVICES | REGISTERED REPRESENTATIVE | $416.66 |
| 2025-05-09 | JAMES K. MCANDREWS | IND | MASSMUTUAL - GREATER HOUSTON | PRESIDENT & CEO | $375.00 |
| 2025-05-09 | KEITH EHINGER | IND | JKJ FINANCIAL SERVICES | DIRECTOR OF OPERATIONS AND CLIENT SERV | $375.00 |
| 2025-05-09 | CHARLES GIARDINA | IND | MAGNOLIA WEALTH STRATEGIES | FINANCIAL SERVICES EXECUTIVE | $250.00 |
| 2025-05-09 | DAVID SPENCER | IND | SPENCER BENEFITS | FOUNDER/PRESIDENT | $125.00 |
| 2025-05-09 | CLAYTON HAHS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-05-09 | RAYMOND L. BENING | IND | BENING FINANCIAL ORG. | PRESIDENT | $125.00 |
| 2025-05-09 | ROBERT DUCATO | IND | NEW YORK LIFE INSURANCE CO. | REGISTERED REPRESENTATIVE | $125.00 |
| 2025-05-08 | GREG REBER | IND | PACIFIC LIFE INSURANCE CO. | SENIOR VICE PRESIDENT | $1,500.00 |
| 2025-05-08 | CHRIS THOMAS | IND | PRINCIPAL | FINANCIAL ADVISOR | $125.00 |
| 2025-05-08 | DOUGLAS K. FLINK | IND | FOSTER, KLIMA & COMPANY, LLC | CEO | $125.00 |
| 2025-05-08 | JOE GERGELY | IND | COUNTRY FINANCIAL | AREA DIRECTOR | $125.00 |
| 2025-05-07 | RANDALL LEHMAN | IND | SUMMIT FINANCIAL GROUP | WEALTH MANAGEMENT ADVISOR | $3,000.00 |
| 2025-05-07 | DANIEL LENGYEL | IND | SPECTRUM FINANCIAL GROUP | CHIEF EXECUTIVE OFFICER | $375.00 |
| 2025-05-07 | MICHAEL J. KILEY | IND | CHAMBERLAIN GROUP | FOUNDER & CEO | $125.00 |
| 2025-05-07 | MICHAEL BREE | IND | PILLAR WEALTH ADVISORS LLC | PRESIDENT | $125.00 |
| 2025-05-07 | BRUCE S. UDELL | IND | UDELL MANAGEMENT LLC | CEO | $125.00 |
| 2025-05-07 | JOSEPH SCHEID | IND | DFG ADVISORS | FINANCIAL PLANNER & WEALTH MANAGER | $125.00 |
| 2025-05-06 | ANTHONY GREENE | IND | NFP | SENIOR VICE PRESIDENT BUSINESS DEVELOP | $1,500.00 |
| 2025-05-06 | MARTIN GLICKMAN | IND | NORTHWESTERN MUTUAL GREATER CHICAGO | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-05-06 | GREGORY L. OLSEN | IND | LENOX ADVISORS | PARTNER | $125.00 |
| 2025-05-06 | JEROME PASICHOW | IND | INTEGRATED FINANCIAL CONCEPTS | FINANCIAL ADVISOR | $125.00 |
| 2025-05-06 | PAUL S. DEVORE | IND | FMS FINANCIAL PARTNERS, INC. | CEO | $125.00 |
| 2025-05-05 | VINCENT M. D'ADDONA | IND | VALENT WEALTH | STRATEGIC PARTNER | $125.00 |
| 2025-05-05 | RAFAEL EKSTEIN | IND | EKSTEIN FINANCIAL SERVICES | FINANCIAL ADVISOR | $125.00 |
| 2025-05-05 | CHRISTY BARILOTTI | IND | BARILOTTI WEALTH STRATEGIES, LLC | PRESIDENT/CEO | $125.00 |
| 2025-05-05 | YAN KATZ | IND | THE BULFINCH GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-05-04 | PAUL TOKARZ | IND | WEST POINT FINANCIAL GROUP, LLC | PARTNER | $125.00 |
| 2025-05-04 | SCOTT C. IODICE | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-05-03 | JOSEPH MURNANE | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-05-03 | CURTIS BENTON | IND | MODERN WOODMAN OF AMERICA | HEAD OF NEW FIELD GROWTH | $125.00 |
| 2025-05-02 | JEFFREY P. PETERSON | IND | EBS | MANAGING PARTNER | $125.00 |
| 2025-05-02 | MICHAEL B. KENTOR | IND | THE KENTOR COMPANY | PRESIDENT | $125.00 |
| 2025-05-02 | JENNIFER FOX | IND | FINSECA | VICE PRESIDENT, FEDERAL AFFAIRS | $125.00 |
| 2025-05-02 | ANTHONY PACE | IND | LINDBERG & RIPPLE | MANAGING PRINCIPAL | $125.00 |
| 2025-05-02 | JEFFREY NEECK | IND | STRATEGIES FOR WEALTH | PARTNER | $125.00 |
| 2025-05-02 | JOEL D. DESJARDINS | IND | THE COYLE COMPANY | PARTNER, DIRECTOR OF CASE DESIGN | $125.00 |
| 2025-05-02 | RICHARD VAN BENSCHOTEN | IND | WEALTHSPIRE ADVISORS | EXECUTIVE VICE PRESIDENT | $125.00 |
| 2025-05-02 | MARK SANGIACOMO | IND | CRUMP LIFE INSURANCE SERVICES | REGIONAL DIRECTOR | $50.00 |
| 2025-05-01 | ZACH SPECHT | IND | WINGED KEEL GROUP | FINANCIAL ADVISOR | $365.00 |
| 2025-05-01 | FRANK W. SENECO | IND | SENECO & ASSOCIATES INC. | PRESIDENT | $250.00 |
| 2025-05-01 | CHRISTOPHER WALTERS | IND | WILLIAM MORRIS GROUP, P.A. | PRINCIPAL | $250.00 |
| 2025-05-01 | CHET E. SCHWARTZ | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-05-01 | JOHN KENYON LANG | IND | CAMBIUM GROUP | SENIOR MANAGING PARTNER | $125.00 |
| 2025-05-01 | JERRY HEMMER | IND | ALLIANCE FINANCIAL GROUP | OWNER & CEO | $125.00 |
| 2025-05-01 | PHILLIP HELD | IND | MCDERMID FINANCIAL GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-05-01 | THOMAS KING | IND | CIC SERVICES, LLC | FOUNDING PRINCIPAL | $125.00 |
| 2025-04-30 | UNITED BANK | ORG | $1,538.30 | ||
| 2025-04-30 | BRADY C. KNIGHT | IND | WINGED KEEL GROUP | CEO & PRINCIPAL | $500.00 |
| 2025-04-30 | CLINTON J. CROCKER | IND | BARRY EVANS JOSEPHS & SNIPES | PARTNER | $375.00 |
| 2025-04-30 | ANDREW KRAMER | IND | M FINANCIAL | VP AND CHIEF UNDERWRITER | $375.00 |
| 2025-04-30 | JOSHUA C. COBB | IND | PEACHTREE PLANNING CORP. | VICE PRESIDENT | $125.00 |
| 2025-04-30 | EVAN WOHL | IND | OPUS PRIVATE CLIENT, LLC | PARTNER | $125.00 |
| 2025-04-30 | PAUL KARLITZ | IND | SAGIENT AND PACIFIC REACH | CEO | $125.00 |
| 2025-04-30 | DAVID PERLMUTTER | IND | FOREST HILLS FINANCIAL GROUP | MANAGING PARTNER, GENERAL AGENT | $125.00 |
| 2025-04-30 | CHAU LAI | IND | PACIFIC ADVISORS | FINANCIAL ADVISOR | $125.00 |
| 2025-04-30 | ANDREW SERZAN | IND | ONETEAM FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-04-29 | DENNIS J. MANNING | IND | GUARDIAN LIFE | LIFE INSURANCE AGENT | $1,000.00 |
| 2025-04-29 | TOM RIEKSE | IND | LTCI PARTNERS | MANAGING DIRECTOR | $375.00 |
| 2025-04-29 | BRIAN HENRICKS | IND | WINGED KEEL GROUP | MANAGING DIRECTOR | $365.00 |
| 2025-04-29 | DAVID GAGNON | IND | BOLICOLI | VP, CONSULTING | $365.00 |
| 2025-04-29 | JEFF REETER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER, HOUSTON NETWORK OFFI | $125.00 |
| 2025-04-29 | BEN RAINEY | IND | WEALTHPOINT, LLC | PARTNER | $125.00 |
| 2025-04-29 | BRADLEY STEWART | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-04-29 | MICHAEL KEVIN LAWHON | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-04-28 | JOSEPH P. MALLEE III | IND | MASSMUTUAL - EASTERN PENNSYLVANIA | PRESIDENT & CEO | $125.00 |
| 2025-04-28 | DARYL ELLIS | IND | ELLIS INSURANCE AND FINANCIAL GROUP | FINANCIAL ADVISOR AND PRINCIPAL | $125.00 |
| 2025-04-28 | CHRISTOPHER LEMA | IND | PACIFIC ADVISORS | AGENT BROKER | $125.00 |
| 2025-04-28 | CARRIE HALL | IND | CARRIE HALL AND ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-04-28 | ROBERT GARDNER | IND | GARDNER WALLACE FINANCIAL SOLUTIONS | PARTNER | $125.00 |
| 2025-04-28 | STEPHEN BURK | IND | INSURANCE DESIGNERS OF KC LLC | OWNER/PRINCIPAL | $125.00 |
| 2025-04-28 | HIRAM ARNAUD | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-04-28 | RYAN F. BARRADAS | IND | WEALTHPOINT | MANAGING PARTNER | $125.00 |
| 2025-04-27 | DAVID BUCKWALD | IND | ONETEAM FINANCIAL | CEO | $250.00 |
| 2025-04-27 | BLAKE BARENS | IND | MULLIN BARENS SANFORD FINANCIAL | CONSULTANT | $250.00 |
| 2025-04-27 | CHARLES R. PRUETT | IND | PRUETT FINANCIAL GROUP | MANAGING PARTNER | $250.00 |
| 2025-04-27 | MARK GELBMAN | IND | STRATEGIC WEALTH SOLUTIONS | OWNER & FINANCIAL ADVISOR | $250.00 |
| 2025-04-27 | J. PHILIP BENDER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-04-27 | ANTHONY DI BERNARDO | IND | FLEXIBLE INSURANCE PLANS, INC. | CEO | $125.00 |
| 2025-04-27 | MICHAEL DAVILA | IND | FORTIS LUX FINANCIAL | FINANCIAL ADVISOR | $125.00 |
| 2025-04-27 | MATTHEW TEEL | IND | BARNUM FINANCIAL GROUP | SENIOR VICE PRESIDENT, BROKERAGE DIREC | $125.00 |
| 2025-04-27 | MICHAEL B. DRANOFF | IND | NEW JERSEY LIFE & CASUALTY ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-04-27 | DAVID KIECKER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-04-27 | STEVEN DUGAL | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-04-27 | THOMAS DUMAS | IND | CONSOLIDATED PLANNING | FIELD REPRESENTATIVE | $125.00 |
| 2025-04-27 | FRANK CONGILOSE | IND | C&A FINANCIAL | PRESIDENT | $125.00 |
| 2025-04-27 | MICHAEL E. ROSENZWEIG | IND | ROSENZWEIG FINANCIAL SERVICES | PRESIDENT & CEO | $125.00 |
| 2025-04-27 | THOMAS J. MCDOWELL | IND | MCDOWELL FINANCIAL GROUP | INSURANCE AGENT | $125.00 |
| 2025-04-27 | SUZANNE JACK | IND | FINANCIAL ARCHITECTS | PRIVATE CLIENT DIRECTOR | $125.00 |
| 2025-04-27 | FREDERICK SCRUGGS | IND | FINANCIAL DESIGNS | PRESIDENT | $125.00 |
| 2025-04-27 | JOSEPH KRUSE | IND | KRUSE FINANCIAL GROUP | PRESIDENT & FINANCIAL ADVISOR | $125.00 |
| 2025-04-27 | DAN VOGELZANG | IND | M ADVISORY GROUP | PRESIDENT & OWNER | $125.00 |
| 2025-04-27 | ERIC J. HIEBER | IND | WINGED KEEL GROUP | DIRECTOR - PLAN DESIGN/PRINCIPAL | $125.00 |
| 2025-04-27 | WILLIAM J. LYNCH | IND | LYNCH & ASSOCIATES | CEO | $125.00 |
| 2025-04-27 | MICHAEL L. WEINTRAUB | IND | NEXT STEP RETIREMENT & INSURANCE SVCS | PRINCIPAL | $125.00 |
| 2025-04-27 | PHILLIP BEAULIEU | IND | BRIGHTHOUSE FINANCIAL | VICE PRESIDENT, NATIONAL SALES | $125.00 |
| 2025-04-27 | JOHN C. ERTZ | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-04-27 | DAVID D. MIRABITO | IND | VISION FINANCIAL GROUP | SENIOR FINANCIAL SERVICES EXECUTIVE | $125.00 |
| 2025-04-27 | DENNIS P. MULLEN | IND | FIFTH AVENUE FINANCIAL | MANAGING DIRECTOR, BROKERAGE | $125.00 |
| 2025-04-27 | ANDREA WASS | IND | NORTHWESTERN MUTUAL | FINANCIAL ADVISOR | $125.00 |
| 2025-04-26 | PHILLIP A. PICKETT | IND | EBS | FINANCIAL REPRESENTATIVE, CPA | $250.00 |
| 2025-04-26 | VIDAL PEOPLES | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $125.00 |
| 2025-04-26 | ROBERT SCHLESINGER | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $125.00 |
| 2025-04-26 | CHRISTOPHER COCORES | IND | UFINANCIAL GROUP | PRESIDENT & CEO | $125.00 |
| 2025-04-25 | JEFFREY S. BEAR | IND | M FINANCIAL GROUP | VICE PRESIDENT - MEMBER FIRM DEVELOP. | $125.00 |
| 2025-04-25 | STEVE KROEGER | IND | CRUMP LIFE INSURANCE SERVICES | SENIOR VICE PRESIDENT, ADVANCED SALES | $125.00 |
| 2025-04-25 | ZACHARY KRIFTCHER | IND | LENOX ADVISORS | RELATIONSHIP MANAGER, SR. VP | $125.00 |
| 2025-04-25 | CONSTANCE SEAY | IND | CONOAK PARTNERS | OWNER | $125.00 |
| 2025-04-24 | ADAM HURD | IND | 642ADVISING | PRINCIPAL | $125.00 |
| 2025-04-24 | BRENDON HEALY | IND | COASTAL INSURANCE CONSULTING | MANAGING PARTNER | $125.00 |
| 2025-04-24 | RYAN HICKS | IND | THE HICKS TEAM | DIRECTOR OF WEALTH MANAGEMENT | $125.00 |
| 2025-04-24 | DAN JENKINS | IND | JKS FINANCIAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-04-24 | MARK B. CONNELY | IND | WEALTH DESIGN GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-04-24 | ANTHONY SPATICHIA | IND | MASSMUTUAL | PRESIDENT AND CEO | $125.00 |
| 2025-04-23 | PAUL A. LAPIANA | IND | MASSMUTUAL | SENIOR VP, FIELD MANAGEMENT | $375.00 |
| 2025-04-23 | JASON MENDELSOHN | IND | ASHAR GROUP LLC | PRESIDENT | $125.00 |
| 2025-04-23 | MATTHEW CAROTHERS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-04-22 | JASON LURIE | IND | WEALTH ADVISORY GROUP | MANAGING DIRECTOR | $375.00 |
| 2025-04-22 | JONATHAN DAVIS | IND | LENOX ADVISORS | PARTNER | $125.00 |
| 2025-04-22 | KRISTOFER GRAY | IND | INTEGRITY FINANCIAL CORPORATION | PRINCIPAL | $125.00 |
| 2025-04-21 | ERNEST A. STIBA JR. | IND | STIBA WEALTH MANAGEMENT | PARTNER/INVESTMENT ADVISOR | $375.00 |
| 2025-04-21 | ERIK SPEED | IND | MULLIN BARENS SANFORD FINANCIAL | ASSOCIATE PRINCIPAL | $125.00 |
| 2025-04-21 | TRAVIS HART | IND | WEALTH STRATEGIES | GENERAL AGENT | $125.00 |
| 2025-04-21 | PRESTON SARTELLE | IND | ROCKBRIDGE GROUP | FOUNDING PRINCIPAL | $125.00 |
| 2025-04-20 | LUIS G. CHIAPPY | IND | EQUITABLE ADVISORS | PRESIDENT | $250.00 |
| 2025-04-20 | SCOTT TRAMMELL | IND | STRATEGIC FINANCIAL PARTNERS | FINANCIAL ADVISOR | $125.00 |
| 2025-04-20 | JERRY CORLESS | IND | CAPITAL FINANCIAL GROUP | PRESIDENT | $125.00 |
| 2025-04-20 | CHARLES EMERSON | IND | INDEPENDENT PLANNING GROUP | FINANCIAL PROFESSIONAL | $125.00 |
| 2025-04-19 | JULIETTE PRINCE | IND | PRINCE FINANCIAL SERVICES | WEALTH MANAGEMENT ADVISOR | $375.00 |
| 2025-04-19 | GREG MCROBERTS | IND | WESTPOINT FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-04-19 | ANTHONY MENTO | IND | LIFE BROKERAGE LLC | PRESIDENT | $125.00 |
| 2025-04-19 | CHAD DRUVENGA | IND | CBS BROKERAGE | CEO | $125.00 |
| 2025-04-18 | GERARD TAVELLA | IND | PROSPERIAN WEALTH MANAGEMENT | MANAGING PARTNER | $375.00 |
| 2025-04-18 | DAPHNE BOYLE | IND | MORRIS & BOYLE, AN ALERA INSURANCE AGE | PARTNER | $375.00 |
| 2025-04-18 | ARMEN KHADIWALA | IND | ANTHOLOGY CAPITOL SOLUTIONS | MANAGING DIRECTOR | $125.00 |
| 2025-04-18 | COREY SCHNEIDER | IND | SENTINEL FINANCIAL SOLUTIONS | FINANCIAL ADVISER AND WEALTH MANAGER | $125.00 |
| 2025-04-18 | NICHOLAS LANGEFELS | IND | NORTHWESTERN MUTUAL | PRIVATE WEALTH ADVISOR | $125.00 |
| 2025-04-18 | SCOTT LOMES | IND | FINANCIAL ARCHITECTS GROUP, LP | VICE PRESIDENT | $125.00 |
| 2025-04-17 | SARAH MOORE | IND | COYLE COMPANY | DIRECTOR, ADVISOR RELATIONS | $1,500.00 |
| 2025-04-17 | BRIAN GARTNER | IND | WINGED KEEL GROUP | PRINCIPAL, HEAD OF SAN FRANCISCO | $1,000.00 |
| 2025-04-17 | ROBERT ANGEL | IND | STRATEGIES FOR WEALTH | MANAGING DIRECTOR | $125.00 |
| 2025-04-17 | MARK KULL | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-04-17 | ABBE LARGE | IND | LENOX ADVISORS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-04-17 | JAMES MEEHAN | IND | 1847 FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-04-16 | ERIC NAISON-PHILLIPS | IND | WINGED KEEL GROUP | PRINCIPAL | $1,000.00 |
| 2025-04-16 | STEVE WIGHT | IND | TCS INSURANCE AGENCY, INC. | DIRECTOR OF MARKETING | $125.00 |
| 2025-04-16 | GEORGE KINIGOPOULOS | IND | MASSMUTUAL GREATER WASHINGTON | MANAGING PARTNER | $125.00 |
| 2025-04-16 | BEN KRONISH | IND | FINANCIAL ARCHITECTS PARTNERS | PARTNER | $125.00 |
| 2025-04-15 | JACQUELINE BALINBIN | IND | KIBBLE & PRENTICE HOLDING COMPANY | VICE PRESIDENT | $750.00 |
| 2025-04-15 | ANN MARIE LIOTTA | IND | COHN FINANCIAL GROUP | WEALTH STRATEGIST | $375.00 |
| 2025-04-15 | EDGAR WHITMORE III | IND | LENOX ADVISORS | PARTNER | $250.00 |
| 2025-04-15 | MICHAEL SHEAN | IND | LENOX ADVISORS | MANAGING DIRECTOR | $125.00 |
| 2025-04-15 | MARGUERITE RANGEL | IND | VENEZIA FINANCIAL & INSURANCE SERVICES | FOUNDER & CEO | $125.00 |
| 2025-04-15 | RACHEL C. LOWER | IND | CORNERSTONE FINANCIAL CONSULTANTS,LTD. | PRESIDENT & CEO | $125.00 |
| 2025-04-15 | R. DAVID FRITZ | IND | EXECUTIVE BENEFITS NETWORK | MANAGING PARTNER/OWNER | $125.00 |
| 2025-04-15 | BRACKNELL BAKER | IND | GB FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-04-14 | GEORGE N. RIDINGS | IND | NEW YORK LIFE | INSURANCE AGENT | $1,500.00 |
| 2025-04-14 | PAUL HARRIS | IND | PH FINANCIAL ADVISORS | FOUNDER | $1,500.00 |
| 2025-04-14 | CHRISTOPHER H. NYLAND | IND | FULCRUM PARTNERS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-04-14 | JEFFREY C. DOLLARHIDE | IND | TOUCHSTONE WEALTH | PRESIDENT & CEO | $125.00 |
| 2025-04-14 | ANTHONY PACE | IND | LINDBERG & RIPPLE | MANAGING PRINCIPAL | $125.00 |
| 2025-04-14 | ODON L. BACQUE JR. | IND | MAGNOLIA WEALTH STRATEGIES | RETIREMENT PLANNING CONSULTANT | $125.00 |
| 2025-04-14 | KURT FASEN | IND | DBS FINANCIAL GROUP | SALES AND MARKETING LEADER | $125.00 |
| 2025-04-13 | ADAM SENDZISCHEW | IND | JONES LOWRY | PRINCIPAL | $125.00 |
| 2025-04-13 | STEPHEN TARGET | IND | NEWTON ONE ADVISORS | PARTNER | $125.00 |
| 2025-04-12 | CONSTANTINE PIHAKIS | IND | STRATEGIC FINANCIAL PARTNERS | VICE PRESIDENT | $375.00 |
| 2025-04-12 | BRENT KOCH | IND | WEALTH MANAGEMENT STRATEGIES | PRINCIPAL | $250.00 |
| 2025-04-12 | PETER HARJES | IND | ARI FINANCIAL GROUP | CHIEF STRATEGIST | $125.00 |
| 2025-04-12 | JOSEPH BRAGDON | IND | FINANCIAL ARCHITECTS | VICE PRESIDENT | $125.00 |
| 2025-04-10 | JULIAN H. GOOD JR. | IND | GOOD FINANCIAL GROUP | PRINCIPAL/OWNER | $125.00 |
| 2025-04-10 | RYAN KRAMER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-04-10 | MITCHELL BEER | IND | BEER FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-04-10 | JASON DOVIAK | IND | C&A FINANCIAL | PARTNER | $125.00 |
| 2025-04-09 | JEFF BENOWITZ | IND | CERTIFIED FINANCIAL SERVICES | REGISTERED REPRESENTATIVE | $416.66 |
| 2025-04-09 | CHARLES GIARDINA | IND | MAGNOLIA WEALTH STRATEGIES | FINANCIAL SERVICES EXECUTIVE | $250.00 |
| 2025-04-09 | RAYMOND L. BENING | IND | BENING FINANCIAL ORG. | PRESIDENT | $125.00 |
| 2025-04-09 | DAVID SPENCER | IND | SPENCER BENEFITS | FOUNDER/PRESIDENT | $125.00 |
| 2025-04-09 | CLAYTON HAHS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-04-09 | ROBERT DUCATO | IND | NEW YORK LIFE INSURANCE CO. | REGISTERED REPRESENTATIVE | $125.00 |
| 2025-04-08 | DOUGLAS K. FLINK | IND | FOSTER, KLIMA & COMPANY, LLC | CEO | $125.00 |
| 2025-04-08 | CHRIS THOMAS | IND | PRINCIPAL | FINANCIAL ADVISOR | $125.00 |
| 2025-04-08 | MICHAEL J. KILEY | IND | CHAMBERLAIN GROUP | FOUNDER & CEO | $125.00 |
| 2025-04-07 | BRUCE S. UDELL | IND | UDELL MANAGEMENT LLC | CEO | $125.00 |
| 2025-04-07 | MICHAEL BREE | IND | PILLAR WEALTH ADVISORS LLC | PRESIDENT | $125.00 |
| 2025-04-07 | JOSEPH SCHEID | IND | DFG ADVISORS | FINANCIAL PLANNER & WEALTH MANAGER | $125.00 |
| 2025-04-06 | PAUL S. DEVORE | IND | FMS FINANCIAL PARTNERS, INC. | CEO | $125.00 |
| 2025-04-06 | GREGORY L. OLSEN | IND | LENOX ADVISORS | PARTNER | $125.00 |
| 2025-04-06 | JEROME PASICHOW | IND | INTEGRATED FINANCIAL CONCEPTS | FINANCIAL ADVISOR | $125.00 |
| 2025-04-06 | MARTIN GLICKMAN | IND | NORTHWESTERN MUTUAL GREATER CHICAGO | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-04-05 | WILLIAM A. CASSIDY | IND | CASSIDY & COMPANY, LLC | PRESIDENT | $166.66 |
| 2025-04-05 | YAN KATZ | IND | THE BULFINCH GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-04-05 | VINCENT M. D'ADDONA | IND | VALENT WEALTH | STRATEGIC PARTNER | $125.00 |
| 2025-04-05 | CHRISTY BARILOTTI | IND | BARILOTTI WEALTH STRATEGIES, LLC | PRESIDENT/CEO | $125.00 |
| 2025-04-05 | RAFAEL EKSTEIN | IND | EKSTEIN FINANCIAL SERVICES | FINANCIAL ADVISOR | $125.00 |
| 2025-04-04 | ISAAC CRITCHLOW | IND | PENN MUTUAL LIFE INSURANCE COMPANY | FINANCIAL PROFESSIONAL | $500.00 |
| 2025-04-04 | PAUL TOKARZ | IND | WEST POINT FINANCIAL GROUP, LLC | PARTNER | $125.00 |
| 2025-04-04 | SCOTT C. IODICE | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-04-03 | ROBERT M. BIRGEN | IND | MERIT FINANCIAL ADVISORS | PRINCIPAL | $2,500.00 |
| 2025-04-03 | SAMUEL SCHIFF | IND | EMPIRE WELATH STRATEGIES | FINANCIAL PLANNER | $500.00 |
| 2025-04-03 | CURTIS BENTON | IND | MODERN WOODMAN OF AMERICA | HEAD OF NEW FIELD GROWTH | $125.00 |
| 2025-04-03 | JOE GERGELY | IND | COUNTRY FINANCIAL | AREA DIRECTOR | $125.00 |
| 2025-04-03 | KENNETH ALTER | IND | INTERNATIONAL PLANNING ALL. | MANAGING DIRECTOR | $125.00 |
| 2025-04-03 | TIMOTHY MAGUIRE | IND | KARR BARTH AND ASSOCIATES | CHAIRMAN | $125.00 |
| 2025-04-03 | JOSEPH MURNANE | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-04-02 | JOEL D. DESJARDINS | IND | THE COYLE COMPANY | PARTNER, DIRECTOR OF CASE DESIGN | $125.00 |
| 2025-04-02 | JEFFREY NEECK | IND | STRATEGIES FOR WEALTH | PARTNER | $125.00 |
| 2025-04-02 | RICHARD VAN BENSCHOTEN | IND | WEALTHSPIRE ADVISORS | EXECUTIVE VICE PRESIDENT | $125.00 |
| 2025-04-02 | JENNIFER FOX | IND | FINSECA | VICE PRESIDENT, FEDERAL AFFAIRS | $125.00 |
| 2025-04-02 | MICHAEL B. KENTOR | IND | THE KENTOR COMPANY | PRESIDENT | $125.00 |
| 2025-04-02 | JEFFREY P. PETERSON | IND | EBS | MANAGING PARTNER | $125.00 |
| 2025-04-01 | TODD BASS | IND | CENTER FOR WEALTH PRESERVATION | ADVANCED SALES SPECIALIST | $375.00 |
| 2025-04-01 | FRANK W. SENECO | IND | SENECO & ASSOCIATES INC. | PRESIDENT | $250.00 |
| 2025-04-01 | CHRISTOPHER WALTERS | IND | WILLIAM MORRIS GROUP, P.A. | PRINCIPAL | $250.00 |
| 2025-04-01 | PHILLIP HELD | IND | MCDERMID FINANCIAL GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-04-01 | THOMAS KING | IND | CIC SERVICES, LLC | FOUNDING PRINCIPAL | $125.00 |
| 2025-04-01 | JOHN KENYON LANG | IND | CAMBIUM GROUP | SENIOR MANAGING PARTNER | $125.00 |
| 2025-04-01 | CHET E. SCHWARTZ | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-04-01 | JERRY HEMMER | IND | ALLIANCE FINANCIAL GROUP | OWNER & CEO | $125.00 |
| 2025-03-31 | UNITED BANK | ORG | $1,537.33 | ||
| 2025-03-31 | JOSHUA C. COBB | IND | PEACHTREE PLANNING CORP. | VICE PRESIDENT | $125.00 |
| 2025-03-30 | C. TAIT CRUSE | IND | NORTHWESTERN MUTUAL-DALLAS | MANAGING PARTNER | $375.00 |
| 2025-03-30 | EVAN WOHL | IND | OPUS PRIVATE CLIENT, LLC | PARTNER | $125.00 |
| 2025-03-30 | CHAU LAI | IND | PACIFIC ADVISORS | FINANCIAL ADVISOR | $125.00 |
| 2025-03-30 | ANDREW SERZAN | IND | ONETEAM FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-03-30 | PAUL KARLITZ | IND | SAGIENT AND PACIFIC REACH | CEO | $125.00 |
| 2025-03-29 | MICHAEL KEVIN LAWHON | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-03-29 | BEN RAINEY | IND | WEALTHPOINT, LLC | PARTNER | $125.00 |
| 2025-03-29 | JEFF REETER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER, HOUSTON NETWORK OFFI | $125.00 |
| 2025-03-29 | BRADLEY STEWART | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-03-28 | MATTHEW MILBURN | IND | WESTPOINT FINANCIAL GROUP | PARTNER & RETIREMENT INCOME SPECIALIST | $1,500.00 |
| 2025-03-28 | SCOTT GREENFIELD | IND | FIFTH AVENUE FINANCIAL | CEO & MANAGING PARTNER | $1,000.00 |
| 2025-03-28 | MATTHEW MCAVOY | IND | ASH BROKERAGE | PARTNER | $1,000.00 |
| 2025-03-28 | DIANA GREENBERG | IND | TOTAL FINANCIAL & INSURANCE SERVICES | PRESIDENT/CEO | $500.00 |
| 2025-03-28 | CARRIE HALL | IND | CARRIE HALL AND ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-03-28 | DARYL ELLIS | IND | ELLIS INSURANCE AND FINANCIAL GROUP | FINANCIAL ADVISOR AND PRINCIPAL | $125.00 |
| 2025-03-28 | HIRAM ARNAUD | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-03-28 | RYAN F. BARRADAS | IND | WEALTHPOINT | MANAGING PARTNER | $125.00 |
| 2025-03-28 | ROBERT GARDNER | IND | GARDNER WALLACE FINANCIAL SOLUTIONS | PARTNER | $125.00 |
| 2025-03-28 | STEPHEN BURK | IND | INSURANCE DESIGNERS OF KC LLC | OWNER/PRINCIPAL | $125.00 |
| 2025-03-27 | DAVID BUCKWALD | IND | ONETEAM FINANCIAL | CEO | $250.00 |
| 2025-03-27 | CHARLES R. PRUETT | IND | PRUETT FINANCIAL GROUP | MANAGING PARTNER | $250.00 |
| 2025-03-27 | BLAKE BARENS | IND | MULLIN BARENS SANFORD FINANCIAL | CONSULTANT | $250.00 |
| 2025-03-27 | MARK GELBMAN | IND | STRATEGIC WEALTH SOLUTIONS | OWNER & FINANCIAL ADVISOR | $250.00 |
| 2025-03-27 | FRANK CONGILOSE | IND | C&A FINANCIAL | PRESIDENT | $125.00 |
| 2025-03-27 | STEVEN DUGAL | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-03-27 | MARK MCCULLOUGH | IND | BOULEVARD FINANCIAL, LLC | PRESIDENT | $125.00 |
| 2025-03-27 | THOMAS J. MCDOWELL | IND | MCDOWELL FINANCIAL GROUP | INSURANCE AGENT | $125.00 |
| 2025-03-27 | SUZANNE JACK | IND | FINANCIAL ARCHITECTS | PRIVATE CLIENT DIRECTOR | $125.00 |
| 2025-03-27 | DAN VOGELZANG | IND | M ADVISORY GROUP | PRESIDENT & OWNER | $125.00 |
| 2025-03-27 | MICHAEL DAVILA | IND | FORTIS LUX FINANCIAL | FINANCIAL ADVISOR | $125.00 |
| 2025-03-27 | MICHAEL E. ROSENZWEIG | IND | ROSENZWEIG FINANCIAL SERVICES | PRESIDENT & CEO | $125.00 |
| 2025-03-27 | J. PHILIP BENDER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-03-27 | DAVID KIECKER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-03-27 | FREDERICK SCRUGGS | IND | FINANCIAL DESIGNS | PRESIDENT | $125.00 |
| 2025-03-27 | ERIC J. HIEBER | IND | WINGED KEEL GROUP | DIRECTOR - PLAN DESIGN/PRINCIPAL | $125.00 |
| 2025-03-27 | MICHAEL L. WEINTRAUB | IND | NEXT STEP RETIREMENT & INSURANCE SVCS | PRINCIPAL | $125.00 |
| 2025-03-27 | PHILLIP BEAULIEU | IND | BRIGHTHOUSE FINANCIAL | VICE PRESIDENT, NATIONAL SALES | $125.00 |
| 2025-03-27 | MICHAEL B. DRANOFF | IND | NEW JERSEY LIFE & CASUALTY ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-03-27 | MATTHEW TEEL | IND | BARNUM FINANCIAL GROUP | SENIOR VICE PRESIDENT, BROKERAGE DIREC | $125.00 |
| 2025-03-27 | ANDREA WASS | IND | NORTHWESTERN MUTUAL | FINANCIAL ADVISOR | $125.00 |
| 2025-03-27 | DENNIS P. MULLEN | IND | FIFTH AVENUE FINANCIAL | MANAGING DIRECTOR, BROKERAGE | $125.00 |
| 2025-03-27 | JOHN C. ERTZ | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-03-27 | WILLIAM J. LYNCH | IND | LYNCH & ASSOCIATES | CEO | $125.00 |
| 2025-03-27 | DAVID D. MIRABITO | IND | VISION FINANCIAL GROUP | SENIOR FINANCIAL SERVICES EXECUTIVE | $125.00 |
| 2025-03-27 | THOMAS DUMAS | IND | CONSOLIDATED PLANNING | FIELD REPRESENTATIVE | $125.00 |
| 2025-03-27 | JOSEPH KRUSE | IND | KRUSE FINANCIAL GROUP | PRESIDENT & FINANCIAL ADVISOR | $125.00 |
| 2025-03-27 | ANTHONY DI BERNARDO | IND | FLEXIBLE INSURANCE PLANS, INC. | CEO | $125.00 |
| 2025-03-26 | EQUITABLE HOLDINGS, INC. POLITICAL ACTION COMMITTEE (EQUITABLE PAC) | PAC | $5,000.00 | ||
| 2025-03-26 | PHILLIP A. PICKETT | IND | EBS | FINANCIAL REPRESENTATIVE, CPA | $250.00 |
| 2025-03-26 | ROBERT SCHLESINGER | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $125.00 |
| 2025-03-26 | CHRISTOPHER COCORES | IND | UFINANCIAL GROUP | PRESIDENT & CEO | $125.00 |
| 2025-03-26 | VIDAL PEOPLES | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $125.00 |
| 2025-03-25 | ZACHARY KRIFTCHER | IND | LENOX ADVISORS | RELATIONSHIP MANAGER, SR. VP | $125.00 |
| 2025-03-25 | CONSTANCE SEAY | IND | CONOAK PARTNERS | OWNER | $125.00 |
| 2025-03-25 | JEFFREY S. BEAR | IND | M FINANCIAL GROUP | VICE PRESIDENT - MEMBER FIRM DEVELOP. | $125.00 |
| 2025-03-25 | STEVE KROEGER | IND | CRUMP LIFE INSURANCE SERVICES | SENIOR VICE PRESIDENT, ADVANCED SALES | $125.00 |
| 2025-03-24 | PRINCIPAL LIFE INSURANCE COMPANY PAC | PAC | $5,000.00 | ||
| 2025-03-24 | ANTHONY SPATICHIA | IND | MASSMUTUAL | PRESIDENT AND CEO | $125.00 |
| 2025-03-24 | RYAN HICKS | IND | THE HICKS TEAM | DIRECTOR OF WEALTH MANAGEMENT | $125.00 |
| 2025-03-24 | ADAM HURD | IND | 642ADVISING | PRINCIPAL | $125.00 |
| 2025-03-24 | BRENDON HEALY | IND | COASTAL INSURANCE CONSULTING | MANAGING PARTNER | $125.00 |
| 2025-03-24 | MARK B. CONNELY | IND | WEALTH DESIGN GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-03-24 | DAN JENKINS | IND | JKS FINANCIAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-03-23 | JASON MENDELSOHN | IND | ASHAR GROUP LLC | PRESIDENT | $125.00 |
| 2025-03-23 | MATTHEW CAROTHERS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-03-22 | JONATHAN DAVIS | IND | LENOX ADVISORS | PARTNER | $125.00 |
| 2025-03-22 | KRISTOFER GRAY | IND | INTEGRITY FINANCIAL CORPORATION | PRINCIPAL | $125.00 |
| 2025-03-21 | TIMOTHY KLUSAS | IND | THE MARKETING ALLIANCE | PRESIDENT | $1,500.00 |
| 2025-03-21 | PETER M. WILLIAMS | IND | PETER M. WILLIAMS & CO. | PRESIDENT | $1,000.00 |
| 2025-03-21 | PRESTON SARTELLE | IND | ROCKBRIDGE GROUP | FOUNDING PRINCIPAL | $125.00 |
| 2025-03-21 | TRAVIS HART | IND | WEALTH STRATEGIES | GENERAL AGENT | $125.00 |
| 2025-03-21 | ERIK SPEED | IND | MULLIN BARENS SANFORD FINANCIAL | ASSOCIATE PRINCIPAL | $125.00 |
| 2025-03-20 | WILLIAM BELL | IND | PENN MUTUAL | VICE PRESIDENT, ADVANCED SALES | $1,500.00 |
| 2025-03-20 | DEWANE LEWIS | IND | 1847 FINANCIAL | MANAGING PARTNER | $375.00 |
| 2025-03-20 | LUIS G. CHIAPPY | IND | EQUITABLE ADVISORS | PRESIDENT | $250.00 |
| 2025-03-20 | SCOTT TRAMMELL | IND | STRATEGIC FINANCIAL PARTNERS | FINANCIAL ADVISOR | $125.00 |
| 2025-03-19 | ANTHONY MENTO | IND | LIFE BROKERAGE LLC | PRESIDENT | $125.00 |
| 2025-03-19 | CHAD DRUVENGA | IND | CBS BROKERAGE | CEO | $125.00 |
| 2025-03-19 | GREG MCROBERTS | IND | WESTPOINT FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-03-18 | NICHOLAS LANGEFELS | IND | NORTHWESTERN MUTUAL | PRIVATE WEALTH ADVISOR | $125.00 |
| 2025-03-18 | ARMEN KHADIWALA | IND | ANTHOLOGY CAPITOL SOLUTIONS | MANAGING DIRECTOR | $125.00 |
| 2025-03-18 | COREY SCHNEIDER | IND | SENTINEL FINANCIAL SOLUTIONS | FINANCIAL ADVISER AND WEALTH MANAGER | $125.00 |
| 2025-03-18 | SCOTT LOMES | IND | FINANCIAL ARCHITECTS GROUP, LP | VICE PRESIDENT | $125.00 |
| 2025-03-17 | JAMES MEEHAN | IND | 1847 FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-03-17 | MARK KULL | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-03-17 | ABBE LARGE | IND | LENOX ADVISORS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-03-16 | STEVE WIGHT | IND | TCS INSURANCE AGENCY, INC. | DIRECTOR OF MARKETING | $125.00 |
| 2025-03-16 | GEORGE KINIGOPOULOS | IND | MASSMUTUAL GREATER WASHINGTON | MANAGING PARTNER | $125.00 |
| 2025-03-16 | BEN KRONISH | IND | FINANCIAL ARCHITECTS PARTNERS | PARTNER | $125.00 |
| 2025-03-15 | KULDEEP MADAN | IND | MADAN AND ASSOCIATES | FINANCIAL ADVISOR | $375.00 |
| 2025-03-15 | EDGAR WHITMORE III | IND | LENOX ADVISORS | PARTNER | $250.00 |
| 2025-03-15 | R. DAVID FRITZ | IND | EXECUTIVE BENEFITS NETWORK | MANAGING PARTNER/OWNER | $125.00 |
| 2025-03-15 | BRACKNELL BAKER | IND | GB FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-03-15 | MARGUERITE RANGEL | IND | VENEZIA FINANCIAL & INSURANCE SERVICES | FOUNDER & CEO | $125.00 |
| 2025-03-15 | RACHEL C. LOWER | IND | CORNERSTONE FINANCIAL CONSULTANTS,LTD. | PRESIDENT & CEO | $125.00 |
| 2025-03-15 | MICHAEL SHEAN | IND | LENOX ADVISORS | MANAGING DIRECTOR | $125.00 |
| 2025-03-15 | BRENDAN WALSH | IND | CATALYST SOLUTIONS GROUP | PRESIDENT | $125.00 |
| 2025-03-14 | DAVID D. EHLERT | IND | M ADVISORY GROUP | LIFE INSURANCE | $1,500.00 |
| 2025-03-14 | CHRISTOPHER H. NYLAND | IND | FULCRUM PARTNERS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-03-14 | KURT FASEN | IND | DBS FINANCIAL GROUP | SALES AND MARKETING LEADER | $125.00 |
| 2025-03-14 | ODON L. BACQUE JR. | IND | MAGNOLIA WEALTH STRATEGIES | RETIREMENT PLANNING CONSULTANT | $125.00 |
| 2025-03-14 | JEFFREY C. DOLLARHIDE | IND | TOUCHSTONE WEALTH | PRESIDENT & CEO | $125.00 |
| 2025-03-13 | STEPHEN TARGET | IND | NEWTON ONE ADVISORS | PARTNER | $125.00 |
| 2025-03-13 | ADAM SENDZISCHEW | IND | JONES LOWRY | PRINCIPAL | $125.00 |
| 2025-03-12 | JAMES M. MCKEONE | IND | INSTITUTIONAL INSURANCE GRP | SENIOR MANAGING PRINCIPAL | $1,000.00 |
| 2025-03-12 | BRENT KOCH | IND | WEALTH MANAGEMENT STRATEGIES | PRINCIPAL | $250.00 |
| 2025-03-12 | JOSEPH BRAGDON | IND | FINANCIAL ARCHITECTS | VICE PRESIDENT | $125.00 |
| 2025-03-12 | PETER HARJES | IND | ARI FINANCIAL GROUP | CHIEF STRATEGIST | $125.00 |
| 2025-03-11 | MICHAEL ROTHMAN | IND | SUCCESSION CAPITAL ALLIANCE | CHIEF DISTRIBUTION OFFICER | $1,000.00 |
| 2025-03-11 | DOUGLAS HAMMOND | IND | NFP | CHARIMAN & CEO | $1,000.00 |
| 2025-03-10 | BELLARIA JIMENEZ | IND | MASSMUTUAL TRI STATE | MANAGING PARTNER | $1,500.00 |
| 2025-03-10 | EDWARD S. JAMIESON | IND | JAMIESON FINANCIAL SERVICES | PRESIDENT | $1,000.00 |
| 2025-03-10 | MISTY WELTZIEN | IND | PACIFIC ADVISORS | MANAGING PARTNER | $500.00 |
| 2025-03-10 | JACOB MARTIN | IND | WESTPOINT FINANCIAL GROUP | FINANCIAL ADVISOR | $500.00 |
| 2025-03-10 | IAN FREEMAN | IND | THE FREEMAN GROUP | WEALTH MANAGEMENT ADVISOR | $375.00 |
| 2025-03-10 | JULIAN H. GOOD JR. | IND | GOOD FINANCIAL GROUP | PRINCIPAL/OWNER | $125.00 |
| 2025-03-10 | MITCHELL BEER | IND | BEER FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-03-10 | RYAN KRAMER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-03-10 | JASON DOVIAK | IND | C&A FINANCIAL | PARTNER | $125.00 |
| 2025-03-09 | JEFF BENOWITZ | IND | CERTIFIED FINANCIAL SERVICES | REGISTERED REPRESENTATIVE | $416.66 |
| 2025-03-09 | CLAYTON HAHS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-03-08 | DANIEL CORNWELL | IND | CAMBRIDGE CONSULTING GROUP | CEO | $1,000.00 |
| 2025-03-08 | JOHN LEFFERTS | IND | EQUITABLE | MANAGING DIRECTOR - BUSINESS DEVELOPME | $375.00 |
| 2025-03-08 | CHARLES GIARDINA | IND | MAGNOLIA WEALTH STRATEGIES | FINANCIAL SERVICES EXECUTIVE | $250.00 |
| 2025-03-08 | RAYMOND L. BENING | IND | BENING FINANCIAL ORG. | PRESIDENT | $125.00 |
| 2025-03-08 | ROBERT DUCATO | IND | NEW YORK LIFE INSURANCE CO. | REGISTERED REPRESENTATIVE | $125.00 |
| 2025-03-08 | DOUGLAS K. FLINK | IND | FOSTER, KLIMA & COMPANY, LLC | CEO | $125.00 |
| 2025-03-08 | CHRIS THOMAS | IND | PRINCIPAL | FINANCIAL ADVISOR | $125.00 |
| 2025-03-08 | DAVID SPENCER | IND | SPENCER BENEFITS | FOUNDER/PRESIDENT | $125.00 |
| 2025-03-07 | KEVIN ESLICK | IND | ESLICK FINANCIAL GROUP, INC. | PRESIDENT | $1,000.00 |
| 2025-03-07 | KENNETH MASTERS | IND | WINGED KEEL | FINANCIAL ADVISOR | $500.00 |
| 2025-03-07 | MICHAEL BREE | IND | PILLAR WEALTH ADVISORS LLC | PRESIDENT | $125.00 |
| 2025-03-07 | BRUCE S. UDELL | IND | UDELL MANAGEMENT LLC | CEO | $125.00 |
| 2025-03-07 | JOSEPH SCHEID | IND | DFG ADVISORS | FINANCIAL PLANNER & WEALTH MANAGER | $125.00 |
| 2025-03-06 | DARREN GERSTENBLATT | IND | LENOX ADVISORS | PARTNER | $1,000.00 |
| 2025-03-06 | MARK SINGER | IND | NEWTON ONE ADVISORS | PRODUCER | $600.00 |
| 2025-03-06 | DONALD BRADLEY STONECIPHER | IND | PEACHTREE PLANNING | PRESIDENT | $375.00 |
| 2025-03-06 | GREGORY L. OLSEN | IND | LENOX ADVISORS | PARTNER | $125.00 |
| 2025-03-06 | PAUL S. DEVORE | IND | FMS FINANCIAL PARTNERS, INC. | CEO | $125.00 |
| 2025-03-06 | MARTIN GLICKMAN | IND | NORTHWESTERN MUTUAL GREATER CHICAGO | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-03-06 | JEROME PASICHOW | IND | INTEGRATED FINANCIAL CONCEPTS | FINANCIAL ADVISOR | $125.00 |
| 2025-03-05 | LAWRENCE B. RAYMOND | IND | SENTINEL BENEFITS | PRESIDENT | $1,000.00 |
| 2025-03-05 | PAUL TOMASSINI | IND | PENNMUTUAL | REGIONAL MARKETING DIRECTOR | $375.00 |
| 2025-03-05 | WILLIAM A. CASSIDY | IND | CASSIDY & COMPANY, LLC | PRESIDENT | $166.66 |
| 2025-03-05 | CHRISTY BARILOTTI | IND | BARILOTTI WEALTH STRATEGIES, LLC | PRESIDENT/CEO | $125.00 |
| 2025-03-05 | YAN KATZ | IND | THE BULFINCH GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-03-05 | RAFAEL EKSTEIN | IND | EKSTEIN FINANCIAL SERVICES | FINANCIAL ADVISOR | $125.00 |
| 2025-03-05 | VINCENT M. D'ADDONA | IND | VALENT WEALTH | STRATEGIC PARTNER | $125.00 |
| 2025-03-04 | KELLY G. KIDWELL | IND | PACIFIC ADVISORS | PRESIDENT/CEO | $1,500.00 |
| 2025-03-04 | RALEIGH LANG | IND | TWIN FINANCIAL, INC. | PRINCIPAL | $375.00 |
| 2025-03-04 | SCOTT C. IODICE | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-03-04 | PAUL TOKARZ | IND | WEST POINT FINANCIAL GROUP, LLC | PARTNER | $125.00 |
| 2025-03-03 | ROGER B. SUTTON | IND | THE TODD ORGANIZATION | SR VP/GENERAL COUNSEL & SECY | $3,000.00 |
| 2025-03-03 | JAMES F. DRISCOLL | IND | NFP | VP OF PRODUCT & CARRIER MGMT | $1,500.00 |
| 2025-03-03 | JAMES PFLEGER | IND | PFLEGER FINANCIAL GROUP, INC. | MANAGING PARTNER | $1,500.00 |
| 2025-03-03 | CHRISTIE CORADO | IND | MIB GROUP | GENERAL COUNSEL | $1,000.00 |
| 2025-03-03 | STEPHANIE RIVAS | IND | NATIONAL LIFE GROUP | REGIONAL VICE PRESIDENT | $500.00 |
| 2025-03-03 | MICHAEL R. NOLAND | IND | INTEGRATED FINANCIAL | FINANCIAL ADVISOR | $375.00 |
| 2025-03-03 | JAMES KENERLY | IND | PLYBON & ASSOCIATES, INC. | COO & DIRECTOR OF MARKETING | $375.00 |
| 2025-03-03 | MICHAEL CASE | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $365.00 |
| 2025-03-03 | KENNETH ALTER | IND | INTERNATIONAL PLANNING ALL. | MANAGING DIRECTOR | $125.00 |
| 2025-03-03 | TIMOTHY MAGUIRE | IND | KARR BARTH AND ASSOCIATES | CHAIRMAN | $125.00 |
| 2025-03-03 | JOE GERGELY | IND | COUNTRY FINANCIAL | AREA DIRECTOR | $125.00 |
| 2025-03-03 | CURTIS BENTON | IND | MODERN WOODMAN OF AMERICA | HEAD OF NEW FIELD GROWTH | $125.00 |
| 2025-03-03 | JOSEPH MURNANE | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-03-02 | ANTHONY PACE | IND | LINDBERG & RIPPLE | MANAGING PRINCIPAL | $125.00 |
| 2025-03-02 | JEFFREY P. PETERSON | IND | EBS | MANAGING PARTNER | $125.00 |
| 2025-03-02 | RICHARD VAN BENSCHOTEN | IND | WEALTHSPIRE ADVISORS | EXECUTIVE VICE PRESIDENT | $125.00 |
| 2025-03-02 | JENNIFER FOX | IND | FINSECA | VICE PRESIDENT, FEDERAL AFFAIRS | $125.00 |
| 2025-03-02 | JEFFREY NEECK | IND | STRATEGIES FOR WEALTH | PARTNER | $125.00 |
| 2025-03-02 | JOEL D. DESJARDINS | IND | THE COYLE COMPANY | PARTNER, DIRECTOR OF CASE DESIGN | $125.00 |
| 2025-03-02 | MICHAEL B. KENTOR | IND | THE KENTOR COMPANY | PRESIDENT | $125.00 |
| 2025-03-01 | FRANK W. SENECO | IND | SENECO & ASSOCIATES INC. | PRESIDENT | $250.00 |
| 2025-03-01 | JOHN KENYON LANG | IND | CAMBIUM GROUP | SENIOR MANAGING PARTNER | $125.00 |
| 2025-03-01 | PHILLIP HELD | IND | MCDERMID FINANCIAL GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-03-01 | JERRY HEMMER | IND | ALLIANCE FINANCIAL GROUP | OWNER & CEO | $125.00 |
| 2025-03-01 | CHET E. SCHWARTZ | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-03-01 | THOMAS KING | IND | CIC SERVICES, LLC | FOUNDING PRINCIPAL | $125.00 |
| 2025-03-01 | MARLA MCCLAIN | IND | THE KENTOR COMPANY | VICE PRESIDENT AND PRINCIPAL | $125.00 |
| 2025-02-28 | UNITED BANK | ORG | $1,361.35 | ||
| 2025-02-28 | BRADLEY STEWART | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-02-28 | JOSHUA C. COBB | IND | PEACHTREE PLANNING CORP. | VICE PRESIDENT | $125.00 |
| 2025-02-28 | PAUL KARLITZ | IND | SAGIENT AND PACIFIC REACH | CEO | $125.00 |
| 2025-02-28 | CARRIE HALL | IND | CARRIE HALL AND ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-02-28 | RYAN F. BARRADAS | IND | WEALTHPOINT | MANAGING PARTNER | $125.00 |
| 2025-02-28 | DARYL ELLIS | IND | ELLIS INSURANCE AND FINANCIAL GROUP | FINANCIAL ADVISOR AND PRINCIPAL | $125.00 |
| 2025-02-28 | EVAN WOHL | IND | OPUS PRIVATE CLIENT, LLC | PARTNER | $125.00 |
| 2025-02-28 | ROBERT GARDNER | IND | GARDNER WALLACE FINANCIAL SOLUTIONS | PARTNER | $125.00 |
| 2025-02-28 | CHAU LAI | IND | PACIFIC ADVISORS | FINANCIAL ADVISOR | $125.00 |
| 2025-02-28 | BEN RAINEY | IND | WEALTHPOINT, LLC | PARTNER | $125.00 |
| 2025-02-28 | HIRAM ARNAUD | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-02-28 | BURNS M. LOWRY | IND | JONES LOWRY | PRINCIPAL | $125.00 |
| 2025-02-28 | ANDREW SERZAN | IND | ONETEAM FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-02-28 | MICHAEL KEVIN LAWHON | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-02-28 | JEFF REETER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER, HOUSTON NETWORK OFFI | $125.00 |
| 2025-02-27 | BLAKE BARENS | IND | MULLIN BARENS SANFORD FINANCIAL | CONSULTANT | $250.00 |
| 2025-02-27 | DAVID BUCKWALD | IND | ONETEAM FINANCIAL | CEO | $250.00 |
| 2025-02-27 | MARK GELBMAN | IND | STRATEGIC WEALTH SOLUTIONS | OWNER & FINANCIAL ADVISOR | $250.00 |
| 2025-02-27 | CHARLES R. PRUETT | IND | PRUETT FINANCIAL GROUP | MANAGING PARTNER | $250.00 |
| 2025-02-27 | MICHAEL B. DRANOFF | IND | NEW JERSEY LIFE & CASUALTY ASSOCIATES | PRINCIPAL | $125.00 |
| 2025-02-27 | JOHN C. ERTZ | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-02-27 | ERIC J. HIEBER | IND | WINGED KEEL GROUP | DIRECTOR - PLAN DESIGN/PRINCIPAL | $125.00 |
| 2025-02-27 | SUZANNE JACK | IND | FINANCIAL ARCHITECTS | PRIVATE CLIENT DIRECTOR | $125.00 |
| 2025-02-27 | THOMAS DUMAS | IND | CONSOLIDATED PLANNING | FIELD REPRESENTATIVE | $125.00 |
| 2025-02-27 | STEVEN DUGAL | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-02-27 | DAVID KIECKER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-02-27 | ANTHONY DI BERNARDO | IND | FLEXIBLE INSURANCE PLANS, INC. | CEO | $125.00 |
| 2025-02-27 | JOSEPH KRUSE | IND | KRUSE FINANCIAL GROUP | PRESIDENT & FINANCIAL ADVISOR | $125.00 |
| 2025-02-27 | MICHAEL DAVILA | IND | FORTIS LUX FINANCIAL | FINANCIAL ADVISOR | $125.00 |
| 2025-02-27 | WILLIAM J. LYNCH | IND | LYNCH & ASSOCIATES | CEO | $125.00 |
| 2025-02-27 | MARK MCCULLOUGH | IND | BOULEVARD FINANCIAL, LLC | PRESIDENT | $125.00 |
| 2025-02-27 | THOMAS J. MCDOWELL | IND | MCDOWELL FINANCIAL GROUP | INSURANCE AGENT | $125.00 |
| 2025-02-27 | FRANK CONGILOSE | IND | C&A FINANCIAL | PRESIDENT | $125.00 |
| 2025-02-27 | DAVID D. MIRABITO | IND | VISION FINANCIAL GROUP | SENIOR FINANCIAL SERVICES EXECUTIVE | $125.00 |
| 2025-02-27 | DENNIS P. MULLEN | IND | FIFTH AVENUE FINANCIAL | MANAGING DIRECTOR, BROKERAGE | $125.00 |
| 2025-02-27 | MICHAEL E. ROSENZWEIG | IND | ROSENZWEIG FINANCIAL SERVICES | PRESIDENT & CEO | $125.00 |
| 2025-02-27 | J. PHILIP BENDER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-02-27 | PHILLIP BEAULIEU | IND | BRIGHTHOUSE FINANCIAL | VICE PRESIDENT, NATIONAL SALES | $125.00 |
| 2025-02-27 | FREDERICK SCRUGGS | IND | FINANCIAL DESIGNS | PRESIDENT | $125.00 |
| 2025-02-27 | MATTHEW TEEL | IND | BARNUM FINANCIAL GROUP | SENIOR VICE PRESIDENT, BROKERAGE DIREC | $125.00 |
| 2025-02-27 | DAN VOGELZANG | IND | M ADVISORY GROUP | PRESIDENT & OWNER | $125.00 |
| 2025-02-27 | ANDREA WASS | IND | NORTHWESTERN MUTUAL | FINANCIAL ADVISOR | $125.00 |
| 2025-02-27 | MICHAEL L. WEINTRAUB | IND | NEXT STEP RETIREMENT & INSURANCE SVCS | PRINCIPAL | $125.00 |
| 2025-02-26 | PHILLIP A. PICKETT | IND | EBS | FINANCIAL REPRESENTATIVE, CPA | $250.00 |
| 2025-02-26 | VIDAL PEOPLES | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $125.00 |
| 2025-02-26 | ROBERT SCHLESINGER | IND | STRATEGIES FOR WEALTH | FINANCIAL ADVISOR | $125.00 |
| 2025-02-26 | CHRISTOPHER COCORES | IND | UFINANCIAL GROUP | PRESIDENT & CEO | $125.00 |
| 2025-02-25 | DAVID WISCHMEIER | IND | NBW INSURANCE GROUP | PARTNER | $5,000.00 |
| 2025-02-25 | JEFFREY S. BEAR | IND | M FINANCIAL GROUP | VICE PRESIDENT - MEMBER FIRM DEVELOP. | $125.00 |
| 2025-02-25 | ZACHARY KRIFTCHER | IND | LENOX ADVISORS | RELATIONSHIP MANAGER, SR. VP | $125.00 |
| 2025-02-25 | STEVE KROEGER | IND | CRUMP LIFE INSURANCE SERVICES | SENIOR VICE PRESIDENT, ADVANCED SALES | $125.00 |
| 2025-02-25 | CONSTANCE SEAY | IND | CONOAK PARTNERS | OWNER | $125.00 |
| 2025-02-24 | ADAM HURD | IND | 642ADVISING | PRINCIPAL | $125.00 |
| 2025-02-24 | BRENDON HEALY | IND | COASTAL INSURANCE CONSULTING | MANAGING PARTNER | $125.00 |
| 2025-02-24 | DAN JENKINS | IND | JKS FINANCIAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-02-24 | MARK B. CONNELY | IND | WEALTH DESIGN GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-02-24 | RYAN HICKS | IND | THE HICKS TEAM | DIRECTOR OF WEALTH MANAGEMENT | $125.00 |
| 2025-02-23 | ROBERT ANGEL | IND | STRATEGIES FOR WEALTH | MANAGING DIRECTOR | $125.00 |
| 2025-02-23 | JASON MENDELSOHN | IND | ASHAR GROUP LLC | PRESIDENT | $125.00 |
| 2025-02-23 | MATTHEW CAROTHERS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-02-22 | PAUL E. VIGNONE | IND | THE GABER GROUP | ASSOCIATE CONSULTANT | $375.00 |
| 2025-02-22 | JONATHAN DAVIS | IND | LENOX ADVISORS | PARTNER | $125.00 |
| 2025-02-22 | KRISTOFER GRAY | IND | INTEGRITY FINANCIAL CORPORATION | PRINCIPAL | $125.00 |
| 2025-02-21 | THOMAS TROUBH | IND | FIELDSTONE INSURANCE GROUP, LLC | PARTNER | $1,500.00 |
| 2025-02-21 | JAMES GNEFKOW | IND | PEACHTREE PLANNING | EVP & MANAGING DIRECTOR | $1,500.00 |
| 2025-02-21 | HUDSON WILLIAMS | IND | CAPITAL STRATEGIES | TAX COUNSEL | $375.00 |
| 2025-02-21 | WILLIAM WAKEMAN III | IND | DIVERSIFIED FINANCIAL PARTNERS, INC. | PRESIDENT | $375.00 |
| 2025-02-21 | PRESTON SARTELLE | IND | ROCKBRIDGE GROUP | FOUNDING PRINCIPAL | $125.00 |
| 2025-02-20 | TUCKER STONE | IND | TCS INSURANCE AGENCY, INC. | ASSOCIATE | $1,500.00 |
| 2025-02-20 | WARREN MAY | IND | FINSECA | LEADER BROKERAGE DIVISION | $1,000.00 |
| 2025-02-20 | GRANT D. GIER | IND | NORTHWESTERN MUTUAL | FINANCIAL ADVISOR | $500.00 |
| 2025-02-20 | R. MARSHALL JONES | IND | JONES LOWRY | PRINCIPAL | $375.00 |
| 2025-02-20 | JOE LOPRESTI | IND | BARNUM FINANCIAL GROUP | EXECUTIVE VICE PRESIDENT | $365.00 |
| 2025-02-20 | LUIS G. CHIAPPY | IND | EQUITABLE ADVISORS | PRESIDENT | $250.00 |
| 2025-02-20 | CHARLES CUNNINGHAM | IND | LENOX ADVISORS | PARTNER & RELATIONSHIP MANAGER | $250.00 |
| 2025-02-20 | SCOTT TRAMMELL | IND | STRATEGIC FINANCIAL PARTNERS | FINANCIAL ADVISOR | $125.00 |
| 2025-02-20 | MICHAEL J. KILEY | IND | CHAMBERLAIN GROUP | FOUNDER & CEO | $125.00 |
| 2025-02-20 | CHAD DRUVENGA | IND | CBS BROKERAGE | CEO | $125.00 |
| 2025-02-19 | JOSEPH SPILLMAN | IND | ECA MARKETING INC | PRESIDENT | $1,500.00 |
| 2025-02-19 | BRIAN P. WALSH | IND | WALSH & NICHOLSON FINANCIAL GROUP | CO-FOUNDER & PRINCIPAL | $1,500.00 |
| 2025-02-19 | JEFFREY HOWARD | IND | GUARDIAN | FINANCIAL REPRESENTATIVE | $1,500.00 |
| 2025-02-19 | CHELSEA MAEDA | IND | WINGED KEEL GROUP | PRINCIPAL | $1,000.00 |
| 2025-02-19 | CAMPBELL T. GERRISH | IND | WINGED KEEL GROUP, INC. | PRINCIPAL AND FOUNDER | $500.00 |
| 2025-02-19 | GREG MCROBERTS | IND | WESTPOINT FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-02-19 | ANTHONY MENTO | IND | LIFE BROKERAGE LLC | PRESIDENT | $125.00 |
| 2025-02-18 | THOMAS J. SCALICI | IND | CORNERSTONE INST. INVESTORS | CEO | $1,500.00 |
| 2025-02-18 | CONNOR BENCH | IND | PILLAR INTERNATIONAL INSURANCE ADVISOR | RELATIONSHIP EXECUTIVE | $600.00 |
| 2025-02-18 | ANTHONY IORIO | IND | WINGED KEEL GROUP | SENIOR ASSOCIATE | $365.00 |
| 2025-02-18 | ARMEN KHADIWALA | IND | ANTHOLOGY CAPITOL SOLUTIONS | MANAGING DIRECTOR | $125.00 |
| 2025-02-18 | COREY SCHNEIDER | IND | SENTINEL FINANCIAL SOLUTIONS | FINANCIAL ADVISER AND WEALTH MANAGER | $125.00 |
| 2025-02-18 | NICHOLAS LANGEFELS | IND | NORTHWESTERN MUTUAL | PRIVATE WEALTH ADVISOR | $125.00 |
| 2025-02-18 | SCOTT LOMES | IND | FINANCIAL ARCHITECTS GROUP, LP | VICE PRESIDENT | $125.00 |
| 2025-02-17 | ABBE LARGE | IND | LENOX ADVISORS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-02-17 | MARK KULL | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-02-17 | JAMES MEEHAN | IND | 1847 FINANCIAL | MANAGING PARTNER | $125.00 |
| 2025-02-16 | RITA GIBSON | IND | 1847 FINANCIAL | AGENT REP | $500.00 |
| 2025-02-16 | GEORGE KINIGOPOULOS | IND | MASSMUTUAL GREATER WASHINGTON | MANAGING PARTNER | $125.00 |
| 2025-02-16 | BEN KRONISH | IND | FINANCIAL ARCHITECTS PARTNERS | PARTNER | $125.00 |
| 2025-02-16 | STEVE WIGHT | IND | TCS INSURANCE AGENCY, INC. | DIRECTOR OF MARKETING | $125.00 |
| 2025-02-15 | MARK J. RICHARDS | IND | WINGED KEEL GROUP | PRINCIPAL | $365.00 |
| 2025-02-15 | EDGAR WHITMORE III | IND | LENOX ADVISORS | PARTNER | $250.00 |
| 2025-02-15 | R. DAVID FRITZ | IND | EXECUTIVE BENEFITS NETWORK | MANAGING PARTNER/OWNER | $125.00 |
| 2025-02-15 | RACHEL C. LOWER | IND | CORNERSTONE FINANCIAL CONSULTANTS,LTD. | PRESIDENT & CEO | $125.00 |
| 2025-02-15 | BRACKNELL BAKER | IND | GB FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-02-15 | MARGUERITE RANGEL | IND | VENEZIA FINANCIAL & INSURANCE SERVICES | FOUNDER & CEO | $125.00 |
| 2025-02-14 | BRAD WHITE | IND | WHITE PLANING GROUP | PRINCIPAL | $500.00 |
| 2025-02-14 | ODON L. BACQUE JR. | IND | MAGNOLIA WEALTH STRATEGIES | RETIREMENT PLANNING CONSULTANT | $125.00 |
| 2025-02-14 | CHRISTOPHER H. NYLAND | IND | FULCRUM PARTNERS | SENIOR VICE PRESIDENT | $125.00 |
| 2025-02-14 | JEFFREY C. DOLLARHIDE | IND | TOUCHSTONE WEALTH | PRESIDENT & CEO | $125.00 |
| 2025-02-13 | JULIUS H. GIARMARCO | IND | GIARMARCO, MULLINS & HORTON, P.C | PARTNER | $1,500.00 |
| 2025-02-13 | BRENT KOCH | IND | WEALTH MANAGEMENT STRATEGIES | PRINCIPAL | $250.00 |
| 2025-02-13 | ADAM SENDZISCHEW | IND | JONES LOWRY | PRINCIPAL | $125.00 |
| 2025-02-13 | STEPHEN TARGET | IND | NEWTON ONE ADVISORS | PARTNER | $125.00 |
| 2025-02-12 | JENNIFER LEISMAN DESSERT | IND | LEISMAN INSURANCE AGENCY, INC. | PRODUCER | $1,500.00 |
| 2025-02-12 | HOWARD B. EDELSTEIN | IND | EDELSTEIN FINANCIAL CORP. | FINANCIAL REPRESENTATIVE | $1,500.00 |
| 2025-02-12 | MICHAEL A. MINGOLELLI JR. | IND | WINGED KEEL GROUP | PRINCIPAL | $1,000.00 |
| 2025-02-12 | MARY BETH LANG | IND | GATEWAY FINANCIAL GROUP | PRINCIPAL & CHIEF OPERATING OFFICER | $1,000.00 |
| 2025-02-12 | PETER HARJES | IND | ARI FINANCIAL GROUP | CHIEF STRATEGIST | $125.00 |
| 2025-02-12 | JOSEPH P. MALLEE III | IND | MASSMUTUAL - EASTERN PENNSYLVANIA | PRESIDENT & CEO | $125.00 |
| 2025-02-12 | JOSEPH BRAGDON | IND | FINANCIAL ARCHITECTS | VICE PRESIDENT | $125.00 |
| 2025-02-11 | LAWRENCE R STOEHR | IND | AZZURRI STRATEGIES LLC | LIFE INSURANCE AGENT | $1,500.00 |
| 2025-02-11 | MATTHEW H. PHILLIPS | IND | WINGED KEEL GROUP, INC. | FINANCIAL ADVISER | $1,000.00 |
| 2025-02-11 | KENNETH R. SAMUELSON | IND | THE MOREHEAD GROUP | PRESIDENT | $1,000.00 |
| 2025-02-11 | JERI L. TURLEY | IND | WINGED KEEL GROUP | PRINCIPAL | $1,000.00 |
| 2025-02-11 | MICHAEL SCHECHNER | IND | SCHECHNER LIFSON CORPORATION | CHIEF EXECUTIVE OFFICER | $1,000.00 |
| 2025-02-11 | STEVEN SANTOS | IND | MERZ AGENCY, INC. | PRESIDENT, MARKETING LEADER | $365.00 |
| 2025-02-10 | TROY KEMELGOR | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $1,500.00 |
| 2025-02-10 | BRENT EDEN | IND | WINGED KEEL GROUP | PRINCIPAL | $1,000.00 |
| 2025-02-10 | JOHN KESSINGER | IND | WINGED KEEL GROUP | DIRECTOR, HEAD OF CASE DESIGN | $500.00 |
| 2025-02-10 | MITCHELL BEER | IND | BEER FINANCIAL GROUP | MANAGING PARTNER | $125.00 |
| 2025-02-10 | JULIAN H. GOOD JR. | IND | GOOD FINANCIAL GROUP | PRINCIPAL/OWNER | $125.00 |
| 2025-02-10 | RYAN KRAMER | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-02-09 | FRANCESCO SPEZZANO | IND | IRUS CORPORATION | PRESIDENT | $1,500.00 |
| 2025-02-09 | JEFF BENOWITZ | IND | CERTIFIED FINANCIAL SERVICES | REGISTERED REPRESENTATIVE | $416.66 |
| 2025-02-09 | JAMES K. MCANDREWS | IND | MASSMUTUAL - GREATER HOUSTON | PRESIDENT & CEO | $375.00 |
| 2025-02-09 | KEITH EHINGER | IND | JKJ FINANCIAL SERVICES | DIRECTOR OF OPERATIONS AND CLIENT SERV | $375.00 |
| 2025-02-09 | MATTHEW NAUMEC | IND | WINGED KEEL GROUP | CASE DESIGN ASSOCIATE | $365.00 |
| 2025-02-09 | CHARLES GIARDINA | IND | MAGNOLIA WEALTH STRATEGIES | FINANCIAL SERVICES EXECUTIVE | $250.00 |
| 2025-02-09 | DAVID SPENCER | IND | SPENCER BENEFITS | FOUNDER/PRESIDENT | $125.00 |
| 2025-02-09 | CLAYTON HAHS | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-02-09 | ROBERT DUCATO | IND | NEW YORK LIFE INSURANCE CO. | REGISTERED REPRESENTATIVE | $125.00 |
| 2025-02-09 | RAYMOND L. BENING | IND | BENING FINANCIAL ORG. | PRESIDENT | $125.00 |
| 2025-02-08 | DOUGLAS DOUGHTY | IND | WINGED KEEL | DIRECTOR | $500.00 |
| 2025-02-08 | CHRIS THOMAS | IND | PRINCIPAL | FINANCIAL ADVISOR | $125.00 |
| 2025-02-08 | DOUGLAS K. FLINK | IND | FOSTER, KLIMA & COMPANY, LLC | CEO | $125.00 |
| 2025-02-07 | MATTHEW PLOCHER | IND | PLOCHER INSURANCE AGENCY, INC. | MANAGING PARTNER | $1,500.00 |
| 2025-02-07 | WALTER HELMS | IND | WINGED KEEL GROUP | PRINCIPAL | $1,000.00 |
| 2025-02-07 | DANIEL LENGYEL | IND | SPECTRUM FINANCIAL GROUP | CHIEF EXECUTIVE OFFICER | $375.00 |
| 2025-02-07 | JOSEPH SCHEID | IND | DFG ADVISORS | FINANCIAL PLANNER & WEALTH MANAGER | $125.00 |
| 2025-02-07 | MICHAEL BREE | IND | PILLAR WEALTH ADVISORS LLC | PRESIDENT | $125.00 |
| 2025-02-07 | BRUCE S. UDELL | IND | UDELL MANAGEMENT LLC | CEO | $125.00 |
| 2025-02-06 | EXECUTIVE BENEFIT SOLUTIONS | ORG | $1,500.00 | ||
| 2025-02-06 | DAVID SHOEMAKER | IND | EQUIAS ALLIANCE, LLC | MANAGING CONSULTANT | $1,500.00 |
| 2025-02-06 | PETER J. WORTH | IND | WORTH CORPORATE PLANNING | CHAIRMAN/CEO | $1,000.00 |
| 2025-02-06 | KELSI IDA | IND | ASSURED PARTNERS | DIRECTOR, CLIENT RELATIONS | $365.00 |
| 2025-02-06 | JEROME PASICHOW | IND | INTEGRATED FINANCIAL CONCEPTS | FINANCIAL ADVISOR | $125.00 |
| 2025-02-06 | GREGORY L. OLSEN | IND | LENOX ADVISORS | PARTNER | $125.00 |
| 2025-02-06 | PAUL S. DEVORE | IND | FMS FINANCIAL PARTNERS, INC. | CEO | $125.00 |
| 2025-02-05 | TODD S. HEALY | IND | C3 FINANCIAL PARTNERS | FOUNDER AND MANAGING PARTNER | $1,500.00 |
| 2025-02-05 | MICHAEL J. BUSSARD | IND | PACIFIC LIFE | AGENT | $500.00 |
| 2025-02-05 | WILLIAM A. CASSIDY | IND | CASSIDY & COMPANY, LLC | PRESIDENT | $166.66 |
| 2025-02-05 | YAN KATZ | IND | THE BULFINCH GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-02-05 | CHRISTY BARILOTTI | IND | BARILOTTI WEALTH STRATEGIES, LLC | PRESIDENT/CEO | $125.00 |
| 2025-02-05 | VINCENT M. D'ADDONA | IND | VALENT WEALTH | STRATEGIC PARTNER | $125.00 |
| 2025-02-05 | RAFAEL EKSTEIN | IND | EKSTEIN FINANCIAL SERVICES | FINANCIAL ADVISOR | $125.00 |
| 2025-02-04 | JAY WILEN | IND | OBSIDIAN PLANNING SOLUTIONS | PRESIDENT & FINANCIAL PLANNER | $1,500.00 |
| 2025-02-04 | PAUL TOKARZ | IND | WEST POINT FINANCIAL GROUP, LLC | PARTNER | $125.00 |
| 2025-02-04 | SCOTT C. IODICE | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $125.00 |
| 2025-02-03 | CURTIS BENTON | IND | MODERN WOODMAN OF AMERICA | HEAD OF NEW FIELD GROWTH | $125.00 |
| 2025-02-03 | KENNETH ALTER | IND | INTERNATIONAL PLANNING ALL. | MANAGING DIRECTOR | $125.00 |
| 2025-02-03 | JOE GERGELY | IND | COUNTRY FINANCIAL | AREA DIRECTOR | $125.00 |
| 2025-02-03 | TIMOTHY MAGUIRE | IND | KARR BARTH AND ASSOCIATES | CHAIRMAN | $125.00 |
| 2025-02-03 | JOSEPH MURNANE | IND | NORTHWESTERN MUTUAL | WEALTH MANAGEMENT ADVISOR | $125.00 |
| 2025-02-02 | JEFFREY NEECK | IND | STRATEGIES FOR WEALTH | PARTNER | $125.00 |
| 2025-02-02 | RICHARD VAN BENSCHOTEN | IND | WEALTHSPIRE ADVISORS | EXECUTIVE VICE PRESIDENT | $125.00 |
| 2025-02-02 | JOEL D. DESJARDINS | IND | THE COYLE COMPANY | PARTNER, DIRECTOR OF CASE DESIGN | $125.00 |
| 2025-02-02 | JENNIFER FOX | IND | FINSECA | VICE PRESIDENT, FEDERAL AFFAIRS | $125.00 |
| 2025-02-02 | JEFFREY P. PETERSON | IND | EBS | MANAGING PARTNER | $125.00 |
| 2025-02-02 | MICHAEL B. KENTOR | IND | THE KENTOR COMPANY | PRESIDENT | $125.00 |
| 2025-02-02 | ANTHONY PACE | IND | LINDBERG & RIPPLE | MANAGING PRINCIPAL | $125.00 |
| 2025-02-01 | FRANK W. SENECO | IND | SENECO & ASSOCIATES INC. | PRESIDENT | $250.00 |
| 2025-02-01 | CHET E. SCHWARTZ | IND | STRATEGIES FOR WEALTH | FINANCIAL REPRESENTATIVE | $125.00 |
| 2025-02-01 | THOMAS KING | IND | CIC SERVICES, LLC | FOUNDING PRINCIPAL | $125.00 |
| 2025-02-01 | PHILLIP HELD | IND | MCDERMID FINANCIAL GROUP | FINANCIAL ADVISOR | $125.00 |
| 2025-02-01 | MARLA MCCLAIN | IND | THE KENTOR COMPANY | VICE PRESIDENT AND PRINCIPAL | $125.00 |
| 2025-02-01 | JERRY HEMMER | IND | ALLIANCE FINANCIAL GROUP | OWNER & CEO | $125.00 |
| 2025-02-01 | JOHN KENYON LANG | IND | CAMBIUM GROUP | SENIOR MANAGING PARTNER | $125.00 |
| 2025-01-31 | UNITED BANK | ORG | $1,456.01 | ||
| 2025-01-31 | ANDREW KRAMER | IND | M FINANCIAL | VP AND CHIEF UNDERWRITER | $375.00 |
| 2025-01-30 | CLINTON J. CROCKER | IND | BARRY EVANS JOSEPHS & SNIPES | PARTNER | $375.00 |
| 2025-01-30 | TOM RIEKSE | IND | LTCI PARTNERS | MANAGING DIRECTOR | $375.00 |
| 2025-01-29 | JASON MAPLES | IND | LOCKTON COMPANIES | EXECUTIVE VICE PRESIDENT | $3,000.00 |
| 2025-01-28 | CHRISTOPHER WARREN | IND | LAWLESS, EDWARDS, & WARREN | PARTNER | $1,500.00 |
| 2025-01-28 | JOHN D. DOVICH | IND | JOHN D. DOVICH & ASSOC., LLC | PRESIDENT | $1,500.00 |
| 2025-01-27 | ALICIA NGUYEN | IND | WORLD FINANCIAL GROUP | WORLD SYSTEM BUILDER | $1,500.00 |
| 2025-01-27 | WILLIAM E. MAHONEY JR. | IND | MAHONEY & ASSOCIATES | PRESIDENT | $1,500.00 |
| 2025-01-27 | BRUCE CUMBY | IND | CUMBY SPENCER & ASSOCIATES FINANCIAL G | FINANCIAL ADVISOR | $1,500.00 |
| 2025-01-27 | DAVID BUCKWALD | IND | ONETEAM FINANCIAL | CEO | $250.00 |
| 2025-01-27 | MARK GELBMAN | IND | STRATEGIC WEALTH SOLUTIONS | OWNER & FINANCIAL ADVISOR | $250.00 |
| 2025-01-27 | CHARLES R. PRUETT | IND | PRUETT FINANCIAL GROUP | MANAGING PARTNER | $250.00 |
| 2025-01-27 | BLAKE BARENS | IND | MULLIN BARENS SANFORD FINANCIAL | CONSULTANT | $250.00 |
| 2025-01-26 | PHILLIP A. PICKETT | IND | EBS | FINANCIAL REPRESENTATIVE, CPA | $250.00 |
| 2025-01-24 | LEO TUCKER | IND | THE WASHINGTON GROUP | MANAGING PARTNER | $3,000.00 |
| 2025-01-23 | BRIAN E. PANGBURN | IND | THE PANGBURN GROUP | PRESIDENT & CEO | $1,125.00 |
| 2025-01-23 | ROBERT B. PLYBON | IND | PLYBON & ASSOCIATES, INC. | PRESIDENT | $1,000.00 |
| 2025-01-23 | PAUL A. LAPIANA | IND | MASSMUTUAL | SENIOR VP, FIELD MANAGEMENT | $375.00 |
| 2025-01-22 | MARTY NANNE | IND | THE KNW GROUP | MANAGING DIRECTOR | $1,500.00 |
| 2025-01-22 | JAY CAVANAGH | IND | NFP | DIRECTOR | $1,500.00 |
| 2025-01-22 | CAROL A. JENSEN | IND | PACIFIC LIFE | NATIONAL SALES MANAGER | $1,500.00 |
| 2025-01-22 | DAVID JOHN GAGNON | IND | BOLICOLI | PRINCIPAL | $1,000.00 |
| 2025-01-21 | BLAKE MOHR | IND | CAPITAS FINANCIAL | CEO | $1,500.00 |
| 2025-01-21 | JAMES M. FOYT | IND | EBS | FINANCIAL ADVISER | $1,000.00 |
| 2025-01-21 | THOMAS GORIS JR. | IND | NORTHWESTERN MUTUAL | MANAGING PARTNER | $1,000.00 |
| 2025-01-21 | MARK HALE | IND | NAVIGON FINANCIAL GROUP, INC. | FINANCIAL ADVISOR | $750.00 |
| 2025-01-21 | ERNEST A. STIBA JR. | IND | STIBA WEALTH MANAGEMENT | PARTNER/INVESTMENT ADVISOR | $375.00 |
| 2025-01-21 | BRIAN PARMELEE | IND | BARNUM FINANCIAL GROUP | VICE PRESIDENT, RISK MANAGEMENT | $365.00 |
| 2025-01-20 | LUIS G. CHIAPPY | IND | EQUITABLE ADVISORS | PRESIDENT | $250.00 |
| 2025-01-20 | CHARLES CUNNINGHAM | IND | LENOX ADVISORS | PARTNER & RELATIONSHIP MANAGER | $250.00 |
| 2025-01-19 | JULIETTE PRINCE | IND | PRINCE FINANCIAL SERVICES | WEALTH MANAGEMENT ADVISOR | $375.00 |
| 2025-01-18 | GERARD TAVELLA | IND | PROSPERIAN WEALTH MANAGEMENT | MANAGING PARTNER | $375.00 |
| 2025-01-18 | DAPHNE BOYLE | IND | MORRIS & BOYLE, AN ALERA INSURANCE AGE | PARTNER | $375.00 |
| 2025-01-17 | STEPHEN FEEHAN | IND | FEEHAN GROUP LLC | FINANCIAL ADVISOR | $1,500.00 |
| 2025-01-17 | STEPHEN FEEHAN | IND | FEEHAN GROUP LLC | FINANCIAL ADVISOR | $1,500.00 |
| 2025-01-16 | DAVID W. KARR | IND | AXA ADVISORS | CHAIRMAN | $1,500.00 |
| 2025-01-16 | MARK CHESSON | IND | THE CHESSON COMPANY | MANAGING PRINCIPAL | $1,000.00 |
| 2025-01-16 | JAMES M. CLARY | IND | CLARY EXECUTIVE BENEFITS LLC | FOUNDER/PRINCIPAL | $1,000.00 |
| 2025-01-15 | MARK WISKUS | IND | WISKUS GROUP | SENIOR CONSULTANT | $1,500.00 |
| 2025-01-15 | JOHN FREIBURGER | IND | PARTNERS WEALTH MANAGEMENT | MANAGING PARTNER | $1,500.00 |
| 2025-01-15 | STEVE CAIN | IND | LTCI PARTNERS | DIRECTOR | $1,500.00 |
| 2025-01-15 | ANN MARIE LIOTTA | IND | COHN FINANCIAL GROUP | WEALTH STRATEGIST | $375.00 |
| 2025-01-15 | EDGAR WHITMORE III | IND | LENOX ADVISORS | PARTNER | $250.00 |
| 2025-01-14 | DAVID M. HOFF | IND | FIRST HEARTLAND CORPORATION | PRESIDENT | $1,500.00 |
| 2025-01-14 | RICHARD A. ST. JEAN JR. | IND | COMMONWEALTH FINANCIAL GROUP | GENERAL AGENT /MANAGING PARTNER | $1,500.00 |
| 2025-01-13 | ERNEST A. STIBA JR. | IND | STIBA WEALTH MANAGEMENT | PARTNER/INVESTMENT ADVISOR | $1,500.00 |
| 2025-01-09 | SCOTT MCCOOL | IND | LENOX ADVISORS | SENIOR VICE PRESIDENT | $1,500.00 |
| 2025-01-09 | JEFF BENOWITZ | IND | CERTIFIED FINANCIAL SERVICES | REGISTERED REPRESENTATIVE | $416.66 |
| 2025-01-09 | CHARLES GIARDINA | IND | MAGNOLIA WEALTH STRATEGIES | FINANCIAL SERVICES EXECUTIVE | $250.00 |
| 2025-01-08 | AMY JAMROG | IND | THE JAMROG GROUP | FOUNDING PARTNER & CEO | $1,500.00 |
| 2025-01-07 | KENNETH FORASTE | IND | THE COYLE COMPANY | CEO | $1,000.00 |
| 2025-01-07 | KEVIN CLASEN | IND | CROSSROADS FINANCIAL GROUP, INC. | FINANCIAL ADVISOR | $1,000.00 |
| 2025-01-07 | DENNIS L. ESLICK | IND | ESLICK FINANCIAL GROUP, INC. | FINANCIAL ADVISOR | $1,000.00 |
| 2025-01-03 | TERRI TASSELL GETMAN | IND | DIVERSIFIED BROKERAGE SERVICES | VP, ADVANCED MARKETING | $1,500.00 |
| 2025-01-02 | DAVID F. BYERS JR. | IND | CAPITAL STRATEGIES GROUP | MANAGING PRINCIPAL | $500.00 |
| 2025-01-02 | BRIAN E. PANGBURN | IND | THE PANGBURN GROUP | PRESIDENT & CEO | $375.00 |
| 2025-01-01 | CHRISTOPHER WALTERS | IND | WILLIAM MORRIS GROUP, P.A. | PRINCIPAL | $750.00 |
| 2025-01-01 | TODD BASS | IND | CENTER FOR WEALTH PRESERVATION | ADVANCED SALES SPECIALIST | $375.00 |
| 2025-01-01 | FRANK W. SENECO | IND | SENECO & ASSOCIATES INC. | PRESIDENT | $250.00 |