Tyler Yee is a financial advisor at United Planners Financial Services of America with seven years of industry experience. He holds a Series 66 designation and previously worked at SCF Securities, Inc. and Bank of Hawaii. Outside of his advisory role, he is involved in marketing through YeeCorp Financial and acts as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm emphasizes non-discretionary account management and supports advisors through limited-partnership ownership and formalized transition assistance.

Kurt Davis is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Ameritas Advisory Services, National Life Group, and Mass Mutual. He is also involved as president of New Possibilities Medicare Solutions and New Possibilities Financial Group. United Planners Financial Services is a national wealth-management firm serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and supports advisors through a limited-partnership ownership structure.

Victor Navarroli is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 12 years and has operated his own practice since 1993. Navarroli serves as a board member at large for Festa Italiana of North Carolina, a nonprofit event organization. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

David Fields is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., Citigroup Global Markets Inc., and operating his own business, David Brook Fields, since 2006. He is also a managing partner at Pacific Tides Wealth Management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, and institutional clients. The firm employs a hybrid advisory and brokerage model with a focus on non-discretionary account management and supports its advisors through limited-partnership ownership and structured transition assistance.

Brooks Vanderzee is a financial advisor with United Planners Financial Services of America and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience, with prior roles at Royal Alliance, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Scottrade. Vanderzee serves on the boards of Braden River Little League, Vision for the Americas, a charitable organization supporting an eye clinic in Honduras, and the Barrington Ridge Homeowners Association. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

Cortney Kitchen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. Her prior roles include positions at Redeemer Radio, Cetera Advisor Networks LLC, and Profed Financial Advisors. She is also an insurance agent specializing in non-variable insurance and a partner at Capital Advisory Partners, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Devin Wendel is a financial advisor at United Planners Financial Services of America with two years of industry experience. He holds the Series 66 designation and has worked at United Planners Financial Services and Wendel Financial Group since 2023. Outside of his advisory role, he is involved as a Data Solutions Architect for AI fintech firms Mega Stock Picker Inc and My Stock Picker Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, with a distinctive limited partnership ownership structure held mostly by financial professionals.

Michael O'Malley is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He has been with United Planners since 2015 and is also a partner at O'Malley & Berberich CPAs PC, where he has provided accounting, tax preparation, and business consulting services since 2001. United Planners serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates as both a registered investment adviser and a broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Rebecca Paterik is a CFP® with 39 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her work history includes roles at Podsednik & Company CPA and various CPA practices dating back to 1983. She is also a general lines agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, 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, supporting both fee-based and commission-based client options.

Patrick Portman is a CFP® professional with 10 years of industry experience, currently affiliated with United Planners Financial Services of America, a limited partner enterprise. He has worked with United Planners since 2020 and has held roles at Gwn Securities Inc and Thoroughbred Asset Management. Portman is also CEO of Portman Wealth Management and works as a non-variable insurance agent. 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 offers a range of portfolio management and brokerage solutions through its network of 477 independent Investment Advisor Representatives.

Harley Nelson is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds a Series 66 designation. He has one year of industry experience and has worked with firms including Integrated Accounting Solutions and Cetera Financial Group. Nelson is also an insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and supports both fee-based and commission-based arrangements.

Keith Herman is a Series 66-registered financial advisor with 20 years of industry experience. He has been with United Planners' Financial Services of America since 2017 and previously worked at Summit Brokerage Services. Outside of his advisory role, he is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Scott O'keeffe is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with United Planners since 2011 and concurrently maintains an active insurance license in Arizona for life, health, and disability coverage, though he does not currently solicit insurance products or clients. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, providing financial planning, portfolio management, retirement services, 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 and is notable for its largely non-discretionary asset mix and limited partnership ownership structure.

Marc Lippincott is a CFP® with 27 years of industry experience, currently affiliated with United Planners' Financial Services of America a Limited Partner. His prior work includes roles at Ministry Partners Securities, PlanMember Securities Corporation, and Nationwide Provident. Since 2025, he has been involved in adult financial educational services as an instructor in Visalia, CA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through approximately 359 advisors and managing roughly $12.77 billion in assets. The firm provides both advisory and brokerage services, with a notable emphasis on non-discretionary accounts and features a limited-partnership ownership structure.

Martin Chiu is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 38 years of industry experience and has been involved with multiple consulting and wealth advisory entities, including founding VANTAQUEST. In addition to his advisory work, he has served as an instructor since 2017 and operates a consulting firm focused on family wealth matters. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.

Babette Molina is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with United Planners Financial Services since 2014. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates as both a registered investment adviser and broker-dealer, providing financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Alec Wick is a financial advisor with United Planners Financial Services of America and holds a Series 65 designation. He has one year of industry experience, including prior roles at Puccio Investment Services and Northwestern Mutual. Before entering the industry, Alec was a student and worked briefly at Pleasant Valley Golf Course. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm supports its independent advisors with multiple custodial and platform options and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

Kevin Belshaw is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has worked at United Planners Financial Services of America since 2019 and also operates Tribel Consulting Firm, a consulting services business based in Columbia, MD. Additionally, he has been involved with the Maritime Institute of Technology and Graduate Studies since 2018. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, and institutional clients. The firm employs a mix of custodians, third-party money managers, and platform programs, with a significant portion of assets managed on a non-discretionary basis.

Michael Krouse is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience and has worked with United Planners since 2015. Krouse also operates Michael Krouse Independent Insurance and has been affiliated with Clark Financial Group since 2008. United Planners Financial Services 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 a network of independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Kimberly Stoll is a CFP® professional with 38 years of industry experience. She is currently affiliated with United Planners Financial Services of America as a Limited Partner and has held positions with several firms, including Securities America, Inc. and WealthPLAN Partners, LLC. In addition to financial advising, she is a licensed non-variable insurance agent and has provided tax preparation services through her own firm, Independent Investment Services, Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm is notable for its limited-partnership ownership structure and the predominance of non-discretionary assets under management.