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Stacy D

Series 63, Series 66

Springfield, MO

United Advisor Group

Stacy Davis is a financial advisor with United Advisor Group in Springfield, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at ON Investment Management Company, Ohio National Financial Services, and Questar Capital Corporation. Outside of her advisory work, she manages a family farm through Sturgeon Farm LLC and is involved with AKOS Solutions LLC, which focuses on Medicare and health insurance services. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Annuities
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Ryan D

Series 63, Series 66

Gilbert, AZ

United Advisor Group

Ryan Droeg is a financial advisor at United Advisor Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Financial Alliance, Sagepoint Financial, and H.Beck, Inc. In addition to his advisory work, he is involved in insurance sales specializing in non-variable insurance and has a bookkeeping and tax-related role with Farnsworth Company. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services including investment management, financial and retirement planning, and family office services, utilizing a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers.

Annuities
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Nathaniel C

Series 65, Series 66

Collierville, TN

United Advisor Group

Nathaniel Collier is a financial advisor with United Advisor Group holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. Outside of financial advisory work, he is an independent insurance agent and assists clients with estate document preparation using specialized software. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base including individuals, small businesses, trusts, and charities. The firm employs a mix of strategic and tactical asset allocation combined with value investing and various analytical methods to tailor portfolios according to client risk tolerance, tax considerations, and time horizons.

Annuities
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Sheridan M

Series 63, Series 66

Tampa, FL

United Advisor Group

Sheridan Murphy is a financial advisor with United Advisor Group in Tampa, FL, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining United Advisor Group in 2023, he worked with Cambridge Investment Research Advisors and Fidelity Investments among other firms. He is also the president and owner of Modern Wealth Methods. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm uses a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, applying a strategic and tactical asset allocation approach tailored to clients’ risk tolerance, tax strategy, and time horizons.

Annuities
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Joseph Z

Series 66

Gilbert, AZ

United Advisor Group

Joseph Zwemke is a financial advisor with United Advisor Group and holds a Series 66 designation. He has three years of industry experience, including prior roles at Bank of America, Merrill, and Vanguard. Outside of his financial career, he serves as a 2nd Lieutenant in the Arizona Army National Guard, where he leads a platoon and oversees training and equipment. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base with tailored portfolio management and financial education, employing a combination of strategic and tactical asset allocation alongside value investing techniques.

Annuities
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Jeffrey B

Series 65, Series 66

Mesa, AZ

United Advisor Group

Jeffrey Brown is a financial advisor with United Advisor Group in Mesa, AZ, holding Series 65 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Flat Iron Wealth Management, SCF Investment Advisors, and Global View Capital Management. Outside of advisory services, he manages operations and financial reporting at Infinity Accounting & Tax Specialists, a CPA firm, and serves as an independent board member and audit committee chair at Virtra, Inc. United Advisor Group provides investment management, financial planning, and consulting services to individuals, small businesses, trusts, and charities. The firm serves a range of clients through independent branch offices and employs a mix of strategic, tactical, and value-based investment approaches tailored to individual risk tolerance, tax strategies, and time horizons.

Annuities
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Victor L

Series 63, Series 65

Franklin, TN

United Advisor Group

Victor Ledoux is a financial advisor with United Advisor Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with firms including Cambridge and Woodbury Financial Services. Outside of his advisory role, he serves as president and managing partner of Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management along with financial and retirement planning. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to each client’s needs.

Annuities
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Kevin K

Series 66

Independence, OH

United Advisor Group

Kevin Komar is a financial advisor with United Advisor Group in Independence, OH, holding a Series 66 designation and 18 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and INVEST Financial Corp. Outside of advising, he is a partner in a tax preparation business and co-owns a laundromat as a passive investor. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients using a mix of proprietary models, third-party sub-advisors, and customized portfolios, combining strategic and tactical asset allocation with value investing and various analytical techniques.

Annuities
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Jamey G

CFP®, Series 66

Prosper, TX

United Advisor Group

Jamey Graham is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with United Advisor Group and has held roles at Graham Wealth Management, United Planners’ Financial Services of America, Signal Securities, and Southwest Securities. Graham is also active as a non-variable insurance agent in Prosper, TX. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, employing a combination of strategic and tactical asset allocation, value investing, and multiple analysis methods to tailor portfolios based on client goals.

Annuities
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James J

Series 63, Series 65

Franklin, TN

United Advisor Group

James Justice is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. He is also an independent insurance agent through Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, family office services, and financial education. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to client needs.

Annuities
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Justin B

Series 66

Springfield, MO

United Advisor Group

Justin Bates is a financial advisor with United Advisor Group, holding a Series 66 credential and seven years of industry experience. He previously worked at Strategic Financial Concepts and Ohio National Financial Services. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, using proprietary model portfolios, custom-traded accounts, and third-party money managers.

Annuities
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Brian Y

Series 66

Miamisburg, OH

United Advisor Group

Brian Yeakley is an investment advisor at United Advisor Group with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cambridge Investment Research and Mass Mutual Investors Services. Yeakley is also president of Miami Valley Financial Partners, a fixed insurance products business, and serves as a board member of Downtown Miamisburg Inc., a nonprofit focused on the development of the historic downtown business area. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, utilizing a combination of proprietary models, third-party sub-advisors, and custom accounts tailored to client risk profiles, tax strategies, and time horizons.

Annuities
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Stephen T

Series 66

Cincinnati, OH

United Advisor Group

Stephen Taylor is a financial advisor with United Advisor Group, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Thurston Springer Financial and Sterne Agee Financial Services. Outside of his advisory work, he is involved in insurance sales through a sole proprietorship and owns a consulting business; he also performs administrative duties for the City of Cold Spring, Kentucky. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset-allocation methods.

Annuities
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Nicholas M

Series 66

Miamisburg, OH

United Advisor Group

Nicholas McGuire is an investment advisor representative at United Advisor Group with two years of industry experience. He holds a Series 66 designation and has worked at firms including Silver Oak Securities and Miami Valley Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom-traded accounts, and third-party managers using fundamental and technical analysis alongside strategic asset allocation.

Annuities
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Cynthia P

Series 66, Series 65, Series 63

College Grove, TN

United Advisor Group

Cynthia Pillard is a financial advisor at United Advisor Group with nine years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked with multiple firms including Ascension Financial Partners, Hornor, Townsend & Kent LLC, and Principal Securities Inc. In addition to her advisory role, she operates as an independent insurance agent specializing in life insurance brokerage. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using proprietary model portfolios, third-party sub-advisors, and custom accounts, combining strategic and tactical asset allocation with value investing and various analytical approaches.

Annuities
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Steven L

Series 66

Frankfort, IN

United Advisor Group

Steven Loveless is a financial advisor with United Advisor Group based in Cincinnati, OH. He holds a Series 66 designation and has eight years of industry experience. Prior to joining United Advisor Group, he worked at Cambridge Investment Research and Protiviti. Loveless is also CEO and CIO of Ironside Strategies, an investment management firm focused on a team-based, long-term approach. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios and a combination of fundamental, technical, and asset allocation strategies.

Annuities
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