We congratulate the following individuals for completing The 401k Service Training Program™ and feel confident they can help you meet the needs of your company.

If you would like additional contact information on any PPC™ listed below, please send us an email with your info request to: PPC@financialservicestandards.com

ALABAMA

Paul L. Powell, AIF®, PRP®, PPC
Horizon Resources
Dothan, AL
www.horizon401k.com

ARKANSAS

Teressa Rambo, CRPS, PPC
BKD Wealth Advisors
Little Rock, AR
www.bkd.com

ARIZONA

Peter Hirsch, PPC
AIG Advisor Group
Phoenix, AZ

CALIFORNIA

Randall C. Long, AIF, PRP, PPC
Managing Principal
SageView Advisory Group, LLC
Irvine, CA
Los Angeles, CA
www.sageviewadvisory.com

James Lorenzen, CFP®, AIF®, PPC
Principal
The Independent Financial Group
Thousand Oaks, CA
www.indfin.com

John Upham, AIF, PPC
Managing Director, Advisory Services
SageView Advisory Group, LLC
Irvine, CA
www.sageviewadvisory.com

COLORADO

Francis Gillis, AIF, APR, PPC
Financial Advisor
Gillis Financial Solutions, LLC
Fort Collins, CO
www.gillisfinancial.com

Patterson McKinlay, AIFA®, MBA, PPC
Smallwood Financial
Denver, CO
www.esmallwood.com

CONNECTICUT

Giancarlo DiRoma, PPC
Newlight Financial Services
Meriden, CT

John DiRoma, PPC
Newlight Financial Services
Meriden, CT

GEORGIA

Adam Buxbaum, PPC
White Horse Advisors, LLC
Atlanta, GA
www.whitehorseadvisors.com

ILLINOIS

Beverly D. Alleman, ARPS, ARPC, PPC
Alliance Benefit Group, Inc.
Peoria, IL
www.abgil.com

Patrick Bearss, PPC
Independent Bankers Bank
Springfield, IL
www.ibb.cc

John Blossom Jr., MSPA, CLU, PPC
President
Alliance Benefit Group, Inc.
Peoria, IL
www.abgil.com

Linda B. Blossom, AIFA®, PPC
Vice-President - Investment Services
Senior Consultant
Alliance Benefit Group, Inc.
Peoria, IL
www.abgil.com

Daphne M. Weitzel, CPC, QPA, PPC
Sr. Vice-President/COO
Alliance Benefit Group, Inc.
Peoria, IL
www.abgil.com

INDIANA

Mark Dahlenburg
President
Financial Planning Consultants, Inc.
Lafayette, IN
www.fpcadvisor.com

Don Penn
Financial Planning Consultants, Inc.
Lafayette, IN
www.fpcadvisor.com

MARYLAND

Melvin Brenner, CPA, CFP®, PPC
Silver Spring, MD

Charles Breschi, PPC
Franklin Financial Group
Hunt Valley, MD
www.franklin-group.com

William Franklin, CFP®, AEP, PPC
Franklin Financial Group
Hunt Valley, MD
www.franklin-group.com

Charles Offutt, PPC, CEO
Alliance Benefit Group
Baltimore, MD
www.abg-ma.com

Michael Steinhardt, CLU, ChFC, CFS, AIF®, PPC
Steinhardt Financial Group
Timonium, MD
www.steinhardtfinancial.com

MASSACHUSETTES

Timothy Gannon, AIF®, ARPC, PPC
Columbia Management
Boston, MA
www.columbiafunds.com

Brian Kearney, AIF®, PPC
Columbia Management
Boston, MA
www.columbiafunds.com

Peter Riggins, CEBS, QKA, PPC
Director
Benefits Consulting Group, LLC
Holyoke, MA

MICHIGAN

William Mierkiewicz, PPC
Sigma Financial
Troy, MI

MINNESOTA

Laurence R. Menzel, ChFC, CRC, PPC
Regional Marketing Director
Retirement Marketing Specialists
Northfield, MN

MISSOURI

Paul Carroll, PPC
Raymond James Financial
Springfield, MO
www.advicek.com

NEBRASKA

John J. Mulligan, CIMA, CFP, AIFA, PPC
President
Mulligan Capital, Inc.
Omaha, NE
www.mulligancapital.com

NEW JERSEY

Andy Harper, PPC
Director of Retirement Services
CFS Investment Advisory Services, LLCTotowa, NJ
www.cfsias.com

Greg Makowski, CRP, CIMC, PPC
Managing Member
CFS Investment Advisory Services, LLC
Totowa, NJ
www.cfsias.com

Harris Nydick, CFP®, CIMC, AIFA®, PPC
Managing Member
CFS Investment Advisory Services, LLC
Totowa, NJ
www.cfsias.com

Howard R. Verfaillie, Jr., CFP®, PPC, AIF®
President & CEO
Victory Asset Management Co., Inc.
Wenonah, NJ
www.victoryasset.com

NORTH CAROLINA

Brian Hubbell, PPC
Principal
Hubbell Consulting, LLC {Fee Only}
Charlotte, NC

OHIO

Anthony J. Bruns, CFP®, AIFA®, PPC
Pinnacle Financial Advisors, LLC
West Chester, OH
www.pinnaclepfa.com

Mario GiGante, AIF®, CFP®, PPC
Cornerston Capital Advisors
Uniontown, OH
www.ccadvisors.com

Dennis R. Horr, PPC
The Financial Network Group, Ltd
Cinicinnati,OH
www.thefinancialnetworkgroup.com

Gregory Kibler, CFP®, CPA, PPC
Kibler Financial GroupMansfield, OH

Tracy Thomas, PPC
Oswald Financial, Inc.
Cleveland, OH
www.oswaldfinancial.com

PENNSYLVANIA

John Burton, CLU, ChFC, CIF, PPC
Northwestern Mutual
Pittsburgh, PA

Gary M. Casciola, CRPS, PPC
Director of Pension Services
The Advisor Group, Inc.
Pittsburgh, PA

Tim Decker,
PPCISI Financial Group, Inc.
President
Lancaster,PA
www.isifinancialgroup.com

Michael Donohue, PPC
Invesmart
Pittsburgh, PA
www.invesmart.com

Mike Falcone, ChFC, CLU, PPC
West Chester, PA

Joseph L. Harkins, Jr., CFP®, AIF®, PPC
Legacy Advisors, LLC,
The H.I.S. Group
Newry, PA

Jeffrey J. Heasley, AIF®, PPC
Financial Consultant
Bill Few Associates, Inc.
Pittsburgh, PA

Robert Malcolm, PPC
The Advisor Group
Pittsburgh, PA
www.theadvisorgroup.com

James J. Martin, PPC
Brokerage Manager
Santori & Peters, Inc.
Monroeville, PA
www.santoriandpeters.com

Diane M. Pearson, CFP®, PPC
Director of Financial Planning
Legend Financial Advisors, Inc.
Pittsburgh, PA
www.legend-financial.com

Daniel Richardson, PPC
Regional Sales Director
The Hartford
Bridgeville, PA

David Russo, PPC
Pittsburgh Financial Consultants
McMurray, PA
www.pittsburghfinancial.com

Norman J. Santori, CFP®, AIF®, PPC
President
Santori & Peters, Inc.
Monroeville, PA
www.santoriandpeters.com

Heather Turns, AIF®, PPC
Business Development
Fiduciary 360
Sewickley, PA

Keith P. Warmbein, PPC
Investment Advisor
Prime Solutions Advisors, LLC
Pittsburgh, PA

SOUTH CAROLINA

Richard H Heckard, CPA, PPC
Heckard Financial Services
Rock Hill, SC
www.heckardfinancial.com

R. Stephen Heckard, CFP®, PPC
Heckard Financial Services
Rock Hill, SC
www.heckardfinancial.com

Chip Hunt, PPC
PrimeTRUST Advisors
Greenville, SC
www.primetrustadvisors.com

Chip Hardy, PPC
PrimeTRUST Advisors
Columbia, SC
www.primetrustadvisors.com

TENNESSEE

Eric Matthew Saul, CPA, CLU, ChFC, CFP®, AIF®, PPC
Advanced Wealth Management, LLC
Trentwood, TN

TEXAS

Walt MacKillop, AIF®, PPC
Crescive Financial, LLC
Denton, TX
www.crescivefinancial.com

Barbara W. Sullins, AIFA®, PPC
Retirement Plan Advisor
Confident Vision
Dallas, TX

WISCONSIN

James E. Maginnis, AIFA, PPC
Rendler Maginnis & Co., Inc.
Prairie du Sac, WI

VIRGINIA

Sam Eisen, CFP®, AIF®, PPC
LPL Financial Services
Fairfax, VA
www.lpl.com