Matthew Wilson is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 18 years of industry experience and has been involved with several firms, including Capital Analyst and Gold & Associates. Outside of his advisory role, he is the owner of New Market Wealth Management, a non-investment-related business. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning, portfolio management, and retirement plan services.

John Vertal is a CFP® and PFS™ with 21 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network, Inc. He also owns John Vertal CPA and Associates, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based options.

David Arnold is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has worked at United Planners' Financial Services of America since 2019 and previously held roles at Nationwide Securities, LLC and the Alan Rubin Agency. Arnold also owns Arnold Financial Services, a marketing and corporate entity, and is licensed as a non-variable insurance agent. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform using multiple custodians and third-party money managers.

Walter Worley IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with United Planners' Financial Services of America as a limited partner and also serves as president of W1 Wealth LLC. His prior work includes positions at Chesapeake Capital Associates, LLC and Fi360. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Tyler Pellerito is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has four years of industry experience with prior roles at Cetera Advisor Networks, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He also serves as a notary in Grandville, MI. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm supports independent advisors through a variety of custodians and third-party managers, with a notable focus on primarily non-discretionary account management.

Joseph Appolito is a CFP® with 54 years of industry experience, currently serving as an advisor at United Planners Financial Services of America. His prior roles include positions at Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Wells Fargo Advisors, along with operating his own practice, Appolito and Associates Wealth & Retirement Planning. He is also co-owner of a private company managing a family trust and works as a consultant for timeshare cancellations. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm’s advisors provide advisory and brokerage services through independent representatives, using various custodians and third-party managers to implement strategies, with a large portion of assets managed on a non-discretionary basis.

Chris Roberts is a CFP® professional with 30 years of industry experience, currently serving at United Planners' Financial Services of America as a Limited Partner. His prior experience includes roles at Ascia Partners and Ohio National Life Insurance. He also consults with Medicare Back Office, providing guidance on annual Medicare decisions. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base through a combination of advisory and brokerage services, primarily managing accounts on a non-discretionary basis.

Dirk Degroot is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Landmark Wealth Advisors. Outside of his advisory work, he serves as president of the Basin United Soccer Club, a community organization in Klamath Falls, OR. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform utilizing multiple custodians and third-party money managers, with a focus on largely non-discretionary asset management.

Daniel Friedlander is a CFP® with 32 years of industry experience, currently with United Planners' Financial Services of America, where he has worked since 2009. He has maintained his own practice under his name since 1988. Outside of financial advising, he provides divorce planning and tax preparation services. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and estates. The firm operates through independent Investment Adviser Representatives and employs a combination of custodians, third-party managers, and platform programs to deliver advisory and brokerage services.

Magen Fong is a CFP® with 19 years of experience in the financial industry and is currently associated with United Planners Financial Services of America as a Limited Partner. Prior to joining United Planners, she worked at Voya Financial Advisors for ten years and has also been involved in other ventures including online sales on platforms such as Poshmark and Etsy, as well as serving as a legal guardian and class facilitator for Dave Ramsey's Financial Peace University. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives, utilizing a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Darren Schneck is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at SCF Investment Advisors, Inc. for 11 years before joining United Planners in 2024. Outside of his advisory role, Schneck serves as president of Capital Asset Management LLC, a tax flow-through entity based in Kapaa, Hawaii. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based options through its network of 477 independent investment advisor representatives.

Kevin Higdon is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 30 years of industry experience and has been with United Planners since 2012. Outside of advisory work, he is involved in business development roles and serves as a management consultant in real estate and bookkeeping. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm employs a mix of custodians and third-party managers, offering primarily non-discretionary account management through its network of independent representatives.

Wayne Brantley is a financial advisor with United Planners' Financial Services of America and holds the ChFC® and Series 63 designations. He has 17 years of industry experience and has been with United Planners since 2015. In addition to his advisory work, he operates under the name Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports a variety of investment models, primarily focusing on non-discretionary asset management.

Megan Muccio is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and having eight years of industry experience. She is also owner and president of Megan D. Muccio, CPA, PLLC, providing tax preparation, accounting, and bookkeeping services. She has worked at United Planners since 2019 and previously at NEXT Financial Group and Henry Schein Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and estates. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party platforms to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.

Mark Hall is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 38 years of industry experience and has been associated with United Planners since 2012. Hall also owns H F Capitol Group LLC and is involved with Life Brokers USA and Total Financial & Insurances, Inc., all related to insurance and financial services. United Planners serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Nancy Chapin is a CFP® professional with 12 years of experience in the financial services industry. She has been with United Planners' Financial Services of America since 2017 and has prior experience at Securities America, Inc., as well as running her own insurance agency and financial group. Based in Santa Rosa, CA, she holds a Series 66 license. United Planners' Financial Services of America serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent advisors.

John Lynch is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 20 years of industry experience, with prior roles at Questar Asset Management and Woodbury Financial Services. Lynch also operates as an independent non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a limited-partnership ownership structure and offers both advisory and brokerage services using a variety of custodians and third-party managers.

Sergio Villa is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and bringing 21 years of industry experience. He has worked at United Planners since 2016 and has prior experience with Cetera Investment Services and Morgan Stanley. Outside of finance, Villa serves as an adjunct professor in Santa Barbara and holds board roles with the Santa Barbara Children’s Museum (MOXI) and Child Evangelism Fellowship. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm operates with approximately 362 advisors and manages about $12.77 billion in assets, with a notable emphasis on non-discretionary accounts managed on a client-directed basis.

Elijah Busch is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles at OneAmerica Securities, American United Life, and Western and Southern Life. Outside of his advisory work, he is co-owner of Narrow Lane Entertainment LLC, an entertainment company based in Knox, PA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Betsy Kelly is a financial advisor at United Planners Financial Services of America with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Nova 401(k) Associates. Outside of finance, she is a social media influencer and content creator focused on golf and fitness. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent investment adviser representatives and utilizes a mix of custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.