Pia Advisors

[Edelmira Bendorf]

Comprehensivefinancial planners focus on your entire financial plan. From just starting out to retirement, they help you outline the path to achieving your financial goals. Your fee-only, fiduciary planner will help you build a holistic plan that is focused on your needs, your goals and your future.

NAPFA affiliated financial planners differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. That means they will partner with you to navigate complex financial issues regardless of client circumstances and objectives.

Working with a NAPFA-affiliated Financial Advisor means putting you, the consumer first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.

Giving back through the NAPFA Foundation is an excellent way to make a difference. Consider volunteering your financial planning expertise or making a donation to support the Foundation's programs. All contributions are tax-deductible and spent on operations and programming.

NAPFA is thrilled to honor a distinguished group of professionals and firms with its prestigious 2024 awards. These individuals and organizations exemplify the standards of excellence and commitment that NAPFA promotes in the field of Fee-Only financial planning.

Joining NAPFA was one of the best decisions I made as a financial planner as it has helped me find a community of like-minded individuals committed to the cause of Fee-Only financial planning. Being surrounded by so many great planners who uphold the fiduciary standard is a breath of fresh air in the financial services industry and I would encourage anyone who is considering membership to jump in whole-heartedly.

NAPFA continues to be the standard for advisors who take the fiduciary standard seriously. We are a committed group of financial planners who continuously strive to provide financial planning to our respective clients with excellence. Serving in different capacities in this organization has not only raised my competence in the field but also is a great way to give back to a profession that has given me so much.

Save the date for the Fall 2024 National Conference taking place October 30 - November 2! Attend to experience unparalleled education and an opportunity to engage with fellow advisors in the NAPFA community.

Access lists of brokers, dealers, municipal securities dealers and municipal advisors registered with the MSRB and the executing broker symbols for MSRB registrants that effect municipal securities transactions.

The link on this tab facilitates access to the required disclosures that municipal advisor firms make to the U.S. Securities and Exchange Commission (SEC) on SEC Forms MA and MA-I. These disclosures may include information about criminal actions, regulatory actions, investigations, terminations, judgments, liens, civil judicial actions, customer complaints, arbitrations and civil litigation, if any. Read more about working with municipal advisors in the MSRB Education Center.

1 The Municipal Advisor Firm tab is updated daily and is dependent on the quality of the data a municipal advisor submits to the Securities and Exchange Commission (SEC). If you believe your firm has been incorrectly omitted from this list, please contact MSRB Support at 202-838-1330 or MSRBs...@msrb.org.

The Series 50-Qualified Representatives tab displays the names of individuals who have passed the Series 50 exam1 and are associated with an MSRB-registered municipal advisor firm.2 MSRB-registered municipal advisor firms must file a Form MA-I with the SEC which denotes that such individual(s) who are Series 50 qualified are engaged in municipal advisory activities on behalf of the municipal advisor firm. Pursuant to MSRB Rule G-3, only those associated persons who have passed the Series 50 exam are permitted to engage in municipal advisory activities or directly engage in the management, direction or supervision of the municipal advisory activities of the municipal advisor and its associated persons.3

The links on this tab facilitates access to the required disclosures that municipal advisor firms make to the SEC on SEC Forms MA and MA-I. These disclosures may include information about regulatory actions, criminal actions, and other matters, if any. Read more on Municipal Advisor Professional Qualification and Examination Requirements.

1 The Series 50 exam is designed to test broad-based knowledge of the business and regulations applicable to municipal advisory activities. The examination is not designed to specifically test each specialized functional role or service that may be provided on behalf of a municipal advisor firm as defined in Section 15B of the Securities Exchange Act of 1934 and, therefore, does not confer the degree of knowledge and expertise needed to provide a municipal entity or obligated person client with informed advice as required under MSRB Rule G-42.

3 Since the Series 50 exam is a pre-requisite to becoming qualified as a municipal advisor principal, individuals who are Series 54 qualified are also displayed on the Series 50-Qualified Representatives tab.

The Series 54-Qualified Principals tab displays the names of individuals who have passed the Series 54 exam1 and are associated with an MSRB-registered municipal advisor firm.2 Pursuant to MSRB Rule G-3, only those associated persons who have passed the pre-requisite exam, the Series 50 exam, and the Series 54 exam,3 are duly qualified as a municipal advisor principal and, thus, permitted to engage in the management, direction or supervision of the municipal advisory activities of the municipal advisor and its associated persons.

All MSRB-registered municipal advisor firms had to have at least one person appropriately qualified as a municipal advisor principal. Notwithstanding, every individual who meets the definition of a municipal advisor principal, as defined under MSRB Rule G-3(e), must be appropriately qualified as a municipal advisor principal; and pursuant to MSRB Rule G-44 each municipal advisor firm must designate one or more municipal advisor principals to carry out the responsibilities required by the rule.

The links on this tab facilitates access to the required disclosures that municipal advisor firms make to the SEC on SEC Forms MA and MA-I. These disclosures may include information about regulatory actions, criminal actions and other matters, if any. Read more on the Municipal Advisor Principal Qualification Examination (Series 54 Exam).

By clicking on the "Accept" box, I am indicating that I have read, agree to and intend to be legally bound by the Terms of Use and the Privacy Policy. I understand that the Terms of Use are a contract.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

The Knights Major Exploration and Transition Center (KMETC) advisors and coaches assist undeclared and major exploring undergraduate students with degree exploration, college skill building, and transition to degree-specific college advising.

The Office of Honors Advising (OOHA) assists University Honors students with staying on track with Honors requirements, university policies, career planning, graduate school options, and other professional and academic needs.

The Military and Veteran Success Center is the first-stop shop for military students to include, student veterans, active-duty, and military-connected students. MVSC is the main office for processing and certifying all VA Educational benefits in addition to providing military students with dedicated study space, lounge space, and access to several university offices in one central location.

The Graduate Studies Senior Academic Advisors (SAAs) provide experienced student services and culturally competent, holistic guidance to graduate students, staff and faculty. We advise graduate students on degree and graduation requirements, academic standing and progress, mentorship, policies and procedures, campus resources and issues escalated beyond the program level. We are leaders in the development of student-focused policies, procedures and programming. We train and support graduate staff to promote equitable and effective advising throughout the graduate community.

For questions about program degree requirements, courses, advisors, research, funding, taking a leave and many other general topics, the best people to contact first are your program Graduate Coordinator and Graduate Advisor(s). Their contact information is located on each Program Page. You or your Coordinator and Advisor are always welcome to include the SAAs in the conversation for additional insight and support.

SAAs work day-to-day with program staff and faculty, and are available to provide feedback and advice about graduate academic or student issues, assisting students' concerns, navigating policies and processes (including exception requests), identifying resources, and connecting with the Graduate Studies Associate Deans.

Select "Graduate Studies" in the Offices drop-down, select any of the advisor's schedules and select an available time that works for you. Please include a brief description about what you'd like to discuss when you schedule.

These guiding principles are intended to support the development of a positive mentoring relationship between the pre-doctoral student and their research advisors. A successful student-mentor relationship requires commitment from the student, mentor, graduate program, and institution. This document offers a set of broad guidelines which are meant to initiate discussions at the local and national levels about the student-mentor relationship.

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