FINANCIAL ADVISORS FOR DOCTORS

Arkansas Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor

Dianne Berry MBA CPA CFP®
Berry Financial Services Inc
1633 Kimbrough Park Place
Germantown, TN 38138
www.berryfs.com

Hawaii Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor

Ron Miller DDS CFP® AIFA®
Resource Management LLC
41-973 Laumilo St.
Waimanalo, HI 96795
808 429 8123
www.Resourcem.com

Illinois Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor

Thomas H. Zimmerman, CFP®
Zimmerman Wealth Management, LLC
1603 Orrington Avenue, Suite 1725
Evanston, IL 60201
847 556 3200
www.ZimmermanWealth.com



Indiana Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor

Paul Coan CFP®, ChFC, CEA®
Wealth Planning & Management LLC
3815 River Crossing Parkway
Suite 100
Indianapolis, IN 46240
317 577 4426
www.wpam.com

Oregon Fee-Only CERTIFIED FINANCIAL PLANNER ™ Professional and Investment Advisor

David Morganstern CFP®
CMC Advisers
4800 SW Macadam Ave Ste 305
Portland, OR 97239
503 227 5284
www.cmcadvisers.com



Oregon Fee-Only CERTIFIED FINANCIAL PLANNER ™ Professional and Investment Advisor

Russell D. Francis, CPA, CFP ®
Portland Financial Advisors, Inc.
12655 SW Center Street
Beaverton, OR 97005
503 684 6116
www.pdxadvisors.com



Tennessee Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor

Dianne Berry MBA CPA CFP®
Berry Financial Services Inc
1633 Kimbrough Park Place
Germantown, TN 38138
901 757 4447
www.berryfs.com



North Carolina Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor

Jeff Seymour CFP ® Engineer
Triangle Wealth Management LLC
1000 Centre Green Way, suite 200
Cary, NC 27513
919 228 6312
www.doctorwealth.com



Virginia (Northern) Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor

Rob Hoxton CFP®
Hoxton Financial Inc.
Opequon Center
3034 Valley Avenue, Suite 100
Winchester, VA 22601
540 450 1500
www.hoxtonfinancial.com