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Bill Bachrach’ s AdvisorRoadmap.... 18 YourAdvisorRoadmap. com / famagazine
Brighthouse Financial......................... 51
Cosgrove Simpson Law..................... 20 CosgroveSimpsonLaw. com
Ed Slott and Company......... Cover 3 800-663-1340 info @ irahelp. com irahelp. com
Federated Hermes.................... Cover 4
Financial Advisor: CE Center................................. 23 fa-mag. com / ce _ center. php
Financial Advisor: FANews..................................... 31 fa-mag. com / subscribe / newsletters. html
Financial Advisor: IBD Ranking............................. 29 fa-mag. com / bd2026
Financial Advisor: Invest In Women...................... 4-5 faconferences. com
Financial Advisor: LinkedIn..................................... 6 http:// bit. ly / 2XJBXsJ
Financial Advisor: Podcasts— Invest In Women...... 27 fa-mag. com / invest-in-women
Financial Advisor: Webcasts................................... 7 fa-mag. com / webcasts
Foundation for Financial Planning.................................... 41
FFPprobono. org / donate
Independent Financial Group.......................................... Cover 2
Julia Kohan 800-269-1903, x212 jkohan @ ifgsd. com ifgsd. com
Protective...................................... 3 888-340-3428 fis. support @ protective. com finpro. protective. com / retirement / aspirations-hub
Rixtrema...................................... 33 support @ rixtrema. com
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Financial Advisor( ISSN 1545-0163, USPS 021-488) is published bi-monthly by Charter Financial Publishing Network Inc., 149 Avenue at the Common, Shrewsbury, NJ 07702. Periodicals postage paid at Red Bank, NJ and additional mailing offices. Subscription Rates: $ 79 per year. Postmaster: Send all address changes to Charter Financial Publishing Network Inc., P. O. Box 7550, Shrewsbury, NJ 07702. Copyright 2026 by Charter Financial Publishing Network Inc. Reproduction, photocopying or incorporation into any information-retrieval system for external or internal use is prohibited unless permission is obtained beforehand from the publisher in each case for a specific article. The subscription fee entitles the subscriber to one original copy only. Unauthorized copying is considered theft. May / June 2026 Financial Advisor( Volume 27, Number 3)
MAY / JUNE 2026 | FINANCIAL ADVISOR MAGAZINE | 59