Mark Finnestad is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with United Planners since 1997 and has also managed his own insurance and investment-related businesses since the mid-1980s. Outside of advisory work, he has involvement in residential rental property management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with a focus on non-discretionary account management.

Lee Stoerzinger is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a CFP® designation and Series 63 and 65 licenses, with 32 years of industry experience. He is also an author of the book *On the Back Burner* since 2015 and serves as a member of the Rotary Club of North St. Paul/Maplewood/Oakdale and a board member at large for the Beacon Shores Association. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients, through a network of 477 independent advisors. The firm offers a range of financial planning, portfolio management, and brokerage services via an open-architecture platform utilizing multiple custodians and third-party managers.

David Chalmers is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with firms including Summit Brokerage Services and has been a public notary since 2017. He is also principal at Haddon Agency LLC and managing partner of Haddon Financial Solutions. 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, third-party managers, and platform programs to implement client strategies.

Timothy Knapp is a CFP® professional with 37 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Cascadia Advisory Services, Cetera Advisors LLC, and Asset Management Strategies, Inc., where he also serves as president. 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 offers financial planning, portfolio management, and brokerage services through an open-architecture platform utilizing multiple custodians and third-party money managers.

Timothy Sampson is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Agia, VALIC Financial Advisors, Inc., GWFS Equities, Inc., and AIG. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and employs a mix of custodians and third-party managers to implement client strategies.

Eric Hemingway is a financial advisor with United Planners' Financial Services of America, holding a Series 63 designation and 27 years of industry experience. He has been with United Planners since 2015 and is also president of Chiswick Lane, Inc., where he provides consulting services. Hemingway serves as a volunteer board member for a community organization in Plymouth, MN. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services primarily through independent Investment Adviser Representatives.

Eric Kodish is a CFP® professional with 14 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has managed multiple business ventures, including tax preparation and accounting firms as well as several real estate enterprises. Kodish’s career encompasses accounting and tax consulting alongside financial advisory roles. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and employs a range of custodians and third-party managers to implement its investment strategies.

Jenna Thornton is a CFP® and ChFC® with 21 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. She has held various roles since 2008, including involvement with Synergy Accounting Solutions and co-ownership of Black Bear Market, LLC, a personalized products business. Thornton also serves as secretary/treasurer of the Washington Park HOA in Payson, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisors with a limited-partnership ownership structure and advisor transition programs.

Brian Linde is a financial advisor with United Planners' Financial Services of America and holds a Series 66 credential. He has 25 years of industry experience, including roles at LPL Financial and his own practice. In addition to advisory work, he is involved in insurance services through Solstice Insurance Services, focusing on property and casualty policies as well as fixed annuities and health-related insurance products. United Planners Financial Services is a national wealth-management firm that serves a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through a network of independent representatives and employs a primarily non-discretionary investment approach.

Timothy Troutman is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, with prior roles spanning Troutman Semler LLC, David L Troutman Trust, and Troutman & Associates Inc. Outside of advisory work, he is involved in managing real estate sales and property management activities. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers, with a majority of assets managed on a non-discretionary basis.

Jay Clark is a CFP® professional with seven years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes a decade at Henry Holt & Company and three years as a self-employed advisor prior to joining his current firm. Clark also operates under the DBA Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors.

Emmarina Nelson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with several firms including Oregon Pacific Financial Advisors and Royal Standley, Inc. Nelson is also involved in operating Emberlight Financial and the Divorce Resource Hub, both of which serve as marketing entities. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to implement investment strategies, with most assets managed on a non-discretionary basis.

Neil Graff is a Certified Financial Planner® with 40 years of industry experience. He is currently affiliated with United Planners' Financial Services of America as a Limited Partner and has held prior roles at Eide Bailly and Woodbury Financial Services. Graff also operates an independent insurance agency. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a combination of advisory and brokerage services.

Craig Wright is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been affiliated with United Planners since 2002 and operates his own financial guidance firm focusing on educators. Wright also serves as an interim pastor at Xenia Bethel Community Church. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, using a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services.

Peter Ludwig is a CFP® professional with 39 years of industry experience, currently affiliated with United Planners Financial Services of America. His career includes long-term roles at Sunset Financial Services and Securities America, among others. He has maintained an ongoing independent practice under the Ludwig Financial Group name since 1964. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to charitable organizations and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based financial planning and investment services through a network of 477 independent advisors.

David Moliterno is a Series 65 credentialed advisor affiliated with United Planners Financial Services of America, where he has worked since 2026. He has over a decade of experience in financial services, including running Moliterno Insurance & Financial Services LLC since 2016 and operating independently since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs a network of independent Investment Adviser Representatives and offers both advisory and brokerage services using a mix of custodians and third-party money managers.

John Birney is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has operated JBirney Financial since 1987 and has volunteered as a college radio station DJ at Americana Radio since 2001. Birney also serves as Chair of the Early Learning Coalition of Flagler & Volusia. 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 with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through a network of 477 independent advisors.

James Kalinowski is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with firms including Trilogy Wealth Management and United Planners. Outside of his advisory work, he is the founder and president of Balancing the Badge LLC, which publishes a book related to law enforcement. United Planners serves a diverse client base including individuals, corporations, 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 money managers, emphasizing largely non-discretionary asset management.

Frank Kirby Jr. is a CFP® with 26 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes roles at FireSky Financial, Inc., Rogers & Kirby Enterprise, and Agape Insurance Partners. He volunteers to facilitate financial and estate workshops, including sessions based on Dave Ramsey’s Financial Peace University, at Dream City Church in Phoenix, AZ. United Planners Financial Services serves a diverse client base including individuals, corporations, and charitable organizations, 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, with a significant portion of assets managed on a non-discretionary basis.

Fabiola Hill is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 22 years of industry experience and has been with United Planners and VantaQuest since 2013. Outside of her advisory work, she is involved in real estate as a property owner. 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 utilizing multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.