Advisor Products
Phone: 888-274-5755, ext. 223
Web site: www.advisorproducts.com

AIG- American General

Allianz Global Investors
Phone: 800-880-8684    
Web site: www.allianzinvestors.com

Allianz Life Insurance Company
Web site: www.allianzlife.com 

American Beacon
Web site: www.aafunds.com

American Century Investments

Ameriprise Financial    

Ameritas Advisor Services
Phone: 800-552-3553    
Fax: 281-925-0310
Web site: www.ameritasdirect.com
E-mail: direct@ameritas.com

AXA Equitable

Axios Press
Phone: 540-984-3829
Web site: www.axiospress.com

Bachrach & Associates, Inc.

Bank of America   
Phone:    877-76-iPath
Web site: www.bankofamerica.com

Barclays iPath    
Phone:    877-76-iPath
Web site: www.iPathETN.com

Barclays iShares
Phone: 800-iShares
Web site: www.ishares.com

Berthel Fisher
Contact: Julie Driscoll
Phone: 800-356-5234
319-447-4250
Web site: www.berthel.com
E-mail: jdriscoll@berthel.com

Bridgeway
Contact: Tony Ledergerber
Phone: 832-204-8218
Web site: www.bridgeway.com  
E-mail: tledergerber@bridgeway.com

brokersXpress   
Phone: 888-330-3134
Web site: http://www.brokersXpress.com/info

Capital Analysts Incorporated        
Contact: Andy Hall
Phone: 888-404-1177   
Fax: 610-975-5527
Web site: www.capitalanalysts.com
E-mail: recruiting@capitalanalysts.com

The Capital Financial Group/H.Beck Inc

Chubb Group of Insurance Companies
Phone: 877-60-CHUBB
Web site: www.chubb.com/personal

Citrix
Contact: Kris Cianciolo   
Phone: 866-236-2259 x.233           
E-mail: kcianciolo@mediabids.com

Clientwise
Phone: 800-732-0876
Web site: www.clientwise.com    

Cole Capital

College for Financial Planning
Contact: Christopher Allen
Phone: 303-220-4815
Fax: 303-220-1810
Web site: www.cffpinfo.com

Commonwealth Financial Network
Contact: Andrew Daniels
Phone: 866-462-3638    
Web site: www.commonwealth.com    
E-mail: adaniels@commonwealth.com           

Cultivating The Affluent Newsletter
Phone: 732-450-8866, ext. 29    
Web site: www.fa-mag.com/ctasubscribe

Direxion Funds
Phone: 877-437-9363
Fax: 617-399-8898
Web site: www.direxionfunds.com
E-mail: info@direxionfunds.com

Dow Jones & Co
Web site: www.dj.com

DWS Scudder
Phone: 800-621-5027
Fax: 800-537-1123
Web site: www.dws-scudder.com
E-mail: rep@dws.com

Eaton Vance    
Contact: Geoff Marshall
Phone: 617-598-8129    
Web site: www.eatonvance.com
E-mail: Gmarshall@eatonvance.com

Eqis Capital    
Contact: Scott Winters
Phone: 800-949-9936  
Fax: 630-929-3024
Web site: www.eqiscapital.com
E-mail: swinters@eqiscapital.com

Exchange-Traded Funds Report    
Phone: 732-450-8866, ext. 29    
Web site: www.indexuniverse.com

Exeter Resources   

Family Office Seminar
Phone: 732-450-8866, ext. 29

Fidelity Investments-FWIS

Fidelity Institutional Wealth Services
Contact: Scott D'Alessandro
Phone: 617-392-0050
Fax: 617-476-5489
Web site: www.fiws.fidelity.com
E-mail: scott.d'alessandro@fmr.com

Fidelity Investments Life Insurance Company
Phone: 800-910-7899
Web site: www.fidelityinsuranceagency.com        

Fidelity TRIAD Advisors
Phone: 800-735-3756 ext. 4549
Web site: www.ria.fidelity.com

FinanceLogix

FinancialAdvisorMatch
Phone: 866-MATCH16
E-mail: support@financialsdvisormatch.com

First Clearing Correspondent Services
Contact: Davide Williams
Phone: 888-FCC-CLEAR
Web site: www.firstclearing.com
E-mail: dwilliams@firstclearing.com

Foliofn        
Contact: Institutional Sales    
Phone: 888-485-3456
Fax: 703-748-099
Web site: www.folioadvisor.com

Foundation for Financial Planning
Web site: www.foundation-finplan.org

Franklin Templeton Investments
Phone: 800-FRANKLIN
Web site: www.franklintempleton.com

FSC Securities Corporation
Contact: Josh Hayes
Phone: 800-372-5646
Web site: www.joinFSC.com    
E-mail: jhayes@fscorp.com

Green Century Funds
Contact: Erin Gray
Phone: 800-93-GREEN
Web site: www.GreenCentury.com
E-mail: info@GreenCentury.com

Grubb & Ellis Company
Phone: 866-467-2170
Web site: www.gbe-reits.com

Guardian Life Insurance
Web site: www.glic.com

The Hartford Mutual Funds
Phone: 800-456-7526
Web site: www.hartfordinvestor.com

Incapital

ING Mutual Funds

International Association of Qualified
Financial Planners
Phone: 877-346-3037
E-mail: www.IAQFP.org/register.html

Investors Capital
Contact: Marketing
Phone: 866-305-0035
Fax: 781-246-0338    
Web site: www.investorscapital.com
E-mail: joinicc@investorscapital.com

Investment Management Consultants Association
Phone: 303-770-3377
E-mail: www.cimaconsultant.org        

IW Financial

Jackson National
Contact: Andrew Silver
Phone: 303-224-7542    
Web site: www.jnl.com
E-mail: andrew.silver@jnli.com

JP Morgan Corp
Web site: www.jpmorgan.com

John Hancock Corporate
Web site: www.johnhancock.com

Kellogg Company Investor Relations
Phone: 269-961-6826   
Fax: 269-660-4178   
Web site: www.kelloggcompany.com   
E-mail: investor.relations@kellog.com   

Laudus Funds

Legg Mason

Life Settlement Providers, LLC   
Contact: Michael Swoboda    
Phone: 410-477-1976    
Fax: 410-477-1978    
Web site: www.lifesettlementproviders.com    
E-mail: michael@lifesp.com

Loomis Sayles & Company, LP
Web site: www.loomissayles.com

LPL Financial Services
Phone: 866-239-0248    
Web site: www.joinlpl.com

MassMutual
Phone: 866-CALL MAS(S)
Web site: www.massmutual.com

MetLife Insurance Company

Michael Reese Consulting
Contact: Becky Reese
Phone: 231-935-3550
Fax: 231-995-9673
Web site: www.7figureproducerclub.com
E-mail: beckyreese@chartermi.net

Morningstar, Inc.
Contact: Nick VanDerSchie    
Web site: http://global.morningstar.com

The National Association of Personal Financial Advisors
Web site: www.napfa.com        

National Financial & Fidelity Institutional Wealth Services
Phone: 888-678-1611
Web site: www.fidelityhybridone.com

National Financial, a Fidelity Investments company
Contact: Norman R. Malo
Phone: 800-752-7053
Web site: www.nationalfinancial.com

Nationwide Insurance
Web site: www.nationwide.com

National Financial, a Fidelity Investments company
Contact: Norman R. Malo    
Phone: 800-752-7053    
Web site: www.nationalfinancial.com

Nationwide Insurance        
Web site: www.nationwide.com

Natixis
Web site: http://www.natixis.com

Nick Murray-Behavorial Investment Counseling
Web site: www.nickmurray.com        

Nick Murray Interactive
Contact: Steve Kimball    
Phone: 732-450-8866 ext. 29
Web site: www.nickmurrayinteractive.com

Nick Murray- Managing Investor Behavior
Web site: www.nickmurrayinteractive.com

Nuveen Investments

NYSE Arca
Contact: John Holman
Phone: 212-656-4692
Web site: www.nyse.com/tradebonds.com
E-mail: jholman@nyse.com

Old Mutual

OppenheimerFunds, Inc
Phone: 888-428-2692
Web site: www.oppretire.com

The Options Industry Council

Permanent Portfolio Family of Funds, Inc.    
Contact: Jan Moeller
Phone: 800-531-5142
Fax: 254-527-3406
Web site: www.permanentportfoliofunds.com
E-mail: info@permanentportfoliofunds.com

Pershing Advisor Solutions
Contact: Pershing Advisor Solutions    
Phone: 800-445-4467
Fax: 201-413-0934
Web site: www.pershingadvisorsolutions.com   
E-mail: pasinformation@pershing.com

Phoenix
Contact: Andrea Budd
Web site: www.phoenixwm.com

Pioneer Investments
Phone: 800-622-9876
Web site: www.pioneerfunds.com

PowerShares
Contact: Curt Galusha
Phone: 630-868-7104   
Fax: 630-933-9699
Web site: www.powershares.com
E-mail: cgalusha@powershares.com

Practice Lifecycle
Web site: www.PracticeLifecycle.com

Principal Financial Group, Inc
Web site: www.principal.com                 

ProFunds
Phone: 888-776-5717
Web site: www.profunds.com    
E-mail: professionals@profunds.com

ProShares
Phone: 866-PRO-5125
Web site: www.proshares.com
E-mail: info@proshares.com

Prudential Investments, Jennison Dryden

Prudential

Response Mail Express

Questar Capital
Phone: 888-446-5872
Web site: www.questarcapital.com

Royal Alliance Associates, Inc.
Contact: Gary N. Bender
Phone:    866-849-7673    
Web site: www.royalalliance.com

Scottrade
Phone: 314-965-1555   
E-mail: badavis@scottrade.com

Schwab Fundamental

Schwab Institutional    
Phone: 877-576-5412
Web site: www.backingtheindependent.com

SDS West Corporation
Contact: Robert Flinn    
Phone: 949-330-8017    
Fax: 949-209-2095    
Web site: www.sdswest.com    
E-mail: rflinn@sdswest.com

Securities America
Contact: Branch Office Development   
Phone: 800-989-8441   
Web site: www.securitiesamerica.com
E-mail: branchofficedevelopment@saionline.com

Securities Services Network
Contact: Mike Neubeck
Phone: 866-218-0452
Web site: www.joinSSN.com

Selected Funds
Contact: Info. Div. for Investment Advisors    
Phone: 800-293-2007    
Web site: www.selectedfunds.com

Sentinel Investments

Sincere & Co., LLC
Contact: Richard Sincere   
Phone: 847-905-0225   

SRI in the Rockies
Phone: 800-SRI-CONF
Web site: www.SRIintheRockies.com

Standard & Poors

State Street Global Advisors
Phone: 800-843-2639
Web site: www.SPDR.com

State Street Global Advisors, ETF Pioneer
Phone:  800-843-2639    
Web site: www.spdr.com

Succession Registry
Web site: www.SuccessionRegistry.com

SunGard
Web site: www.sungard.com

Sun Life Financial, Inc.
Phone: 866-637-5348, option 2
Web site: www.slfd.com

Superior Gold Group
Phone: 866-637-5348, option 2
Web site: www.slfd.com

T. Rowe Price    
Contact: Advisor Service Group
Phone: 800-334-1457    
Web site: www.troweprice.com/advisors

TD Ameritrade
Phone: 800-840-3576    
Web site: www.tdainstitutional.com

TD Ameritrade Institutional
Phone: 800-934-6124
Web site: www.tdinstitutional.com
E-mail: institutionalsales@tdameritrade.com

Technology Tools for Today
Web site: https://www.regonline.com/2009T3

Theodore Liftman Insurance
Contact: Mark Liftman
Phone: 617-439-9595
Fax: 617-439-3099
Web site: www.liftman.com
E-mail: info@liftman.com

Thornburg Investment Management, Inc.
Phone: 800-369-3627
Fax: 800-369-3627
Web site: www.thornburg.com

Trade-PMR, Inc.
Contact: Frederick A. Van Den Abbeel
Phone: 888-579-8640
Fax: 202-330-4553
Web site: www.tradepmr.com
E-mail: fvda@tradepmr.com

TRAID Advisors
Contact: Nathan Stibbs
Phone: 800-720-4003
Fax: 678-405-5699
Web site: www.traid-advisors.com
E-mail: nathan@traid-advisors.com

Trust Company of America
Contact: Joanna Kafel-Knott
Phone: 800-955-7808
Fax: 303-705-6128
Web site: www.trustamerica.com
E-mail: sales@trustamerica.com

United Planners’ Financial Services of America
Contact: Sheila Cuffari
Phone: 800-966-8737    
Fax: 480-503-8183
Web site: www.unitedplanners.com    
E-mail: scuffari@unitedplanners.com

The Vanguard Group    
Phone: 800-453-3398    
Web site: www.advisors.vanguard.com/etf

Walton International Group
Contact: Trish Dunne or Derek Petersen
Phone: 602-264-1298
Fax: 602-224-9833
Web site: www.waltoninternational.com
E-mail: pdunne@waltoninternational.com

WP Carey & Co., LLC

YieldQuest Advisors
Contact: Cameron Parkhurst    
Phone: 866-YQ-FUNDS (973-8637)
Fax: 404-446-2260    
Web site: www.yieldquest.com
E-mail: info@yieldquest-advisors.com