Sheila Cuffari Agasi is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with United Planners and affiliated entities since 2006. She also serves as trustee of the Agasi Family Trust and is involved in personal investment activities through Rainbow Rain, LLC. 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 planning and portfolio management services.

Ioannis Meras is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been associated with United Planners since 2008 and operates Meras Financial as a principal. He also acts in a fiduciary capacity for family accounts and holds a non-variable insurance agent license. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm’s advisors deliver services through independent advisory and brokerage models, with a significant portion of assets managed on a non-discretionary basis.

Richard Jacobson is a CFP® professional with 23 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has been with United Planners since 2016 and also operates Jacobson Wealth Management, Inc. Outside of financial advising, he is involved in real estate through Seminary Properties LLC. United Planners Financial Services is a national wealth-management enterprise supporting a diverse client base with advisory and brokerage services. The firm employs a largely non-discretionary management approach and is structured as a limited partnership with many advisors as partners.

William Artmann is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has worked at United Planners' Financial Services of America since 2020 and previously spent over two decades with Investacorp. Outside of his advisory work, he has served as a high school and college football referee since 1981. United Planners Financial Services serves a broad range of clients, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and supports various investment models, with a majority of assets managed on a non-discretionary basis.

Paul Perreault Jr. is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 designations. He has 38 years of industry experience, including roles at First Financial Equity Corporation and managing his own practice, Paul A. Perreault Jr. He serves on the Four Peaks Rotary Signer-Oversight Committee in Fountain Hills, AZ. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering a range of advisory models and predominantly non-discretionary asset management through a network of 477 independent Investment Advisor Representatives.

Daniel Serna is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials, with 11 years of industry experience. His prior work includes roles at Primerica Advisors and Gamestop Corp. Outside of his advisory work, he serves as president of the New Mexico Chess Organization and vice president of finance for the US Chess Federation, both community and charitable board positions. 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’s advisory services are provided through independent representatives using a combination of custodians, third-party managers, and platform programs, with a notable emphasis on non-discretionary account management.

David Leder is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at Cambridge Investment Research and is also president of Legacy Insurance Solutions LLC. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent investment adviser representatives and offers a mix of advisory and brokerage services with a significant portion of assets managed on a non-discretionary basis.

David Jung is a CFP® professional with 38 years of industry experience. He has been affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA since 1995 and has operated Dave Jung & Associates since 1991. His background includes ownership of a non-variable insurance agency in Williamsburg, MI. 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 a network of 477 independent Investment Advisor Representatives, operating an open-architecture platform with multiple custodians and third-party money managers.

Scott Biltz is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. His prior work includes operating Grandsons Gameland LLC, a family-owned hunting land business, since 2001. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm’s advisory services are delivered through independent representatives and implemented via a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Barry Eller is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including prior roles at Cambridge Investment Research Advisors, TD Ameritrade, and BBVA Wealth Solutions. 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 investment advisor representatives. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Kenneth Brundage is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Jacob Gold & Associates and Voya Financial Advisors, Inc., among others. 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, with a notable focus on largely non-discretionary asset management.

Carolyn Insley is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. She has 33 years of industry experience, including 16 years at United Planners and over three decades operating Insley Financial. She is a co-owner of several investment-related businesses in Monte Vista, Colorado, including a non-variable insurance firm and a company selling fixed and indexed annuities. 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 a mix of non-discretionary and discretionary asset management through both fee-based and commission-based options.

Renee Rael is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has worked with United Planners since 1999, including her current role at United Planners Financial Services since 2022, and previously worked at First Financial Equity Corporation. Outside of her advisory work, she serves as a trustee for the Mercedes G Weaver Living Trust. 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 a range of advisory and brokerage services through its network of independent investment advisor representatives.

Matthew Troutner is a financial advisor with United Planners Financial Services of America and holds a Series 63 designation. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and long-term involvement with S & M Associates, LLC, and ProFed Financial Advisors, LLC. He serves as a notary and is a board member of the Stellhorn Professional Village Owners Association. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent Investment Adviser Representatives, employing a mix of custodians and third-party managers to implement client-directed strategies.

Tiffany Fisher is a financial advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA with 27 years of industry experience. She holds the Chartered Financial Consultant (ChFC®) designation and a Series 63 license. Her prior experience includes over two decades at CNS Securities, LLC, followed by a period at LPL Financial LLC before joining her current firm. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a range of custodians and third-party managers, with a notable emphasis on non-discretionary asset management.

Shawn Macdonald is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 65 credentials. He has 29 years of industry experience and has operated his own business entity, Shawn D. MacDonald, LLC, since 1999. He is also involved in tax preparation and accounting through Skye Financial Services, Inc., where he has served as president since 2006. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and other institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodial and third-party management platforms, with a significant portion of assets managed on a non-discretionary basis.

Charles Wright is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with United Planners, Trilogy Wealth Management, and Charles Christopher Wright since 2008, and previously was employed at Garlock Sealing Technologies for eight years. 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 provides advisory and brokerage services through independent representatives and employs multiple custodians and third-party managers, with most assets managed on a non-discretionary basis.

Michael Matuska is a Chartered Financial Consultant (ChFC®) with 10 years of industry experience. He is currently associated with United Planners Financial Services of America, a limited partnership, and has held roles at Full Circle Financial, ProEquities Inc, and Richard J Falk Insurance. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients including individuals, retirement plans, corporations, and institutional investors. The firm uses a mix of custodians, third-party managers, and platform programs to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.

Laura Sydenstricker is a financial advisor at United Planners Financial Services of America with eight years of industry experience. She holds a Series 66 designation and has worked with firms including SCF Investment Advisors, SCF Securities, and operates under Mt. Juliet Advisors. Outside of her advisory role, she has experience in fixed insurance sales. United Planners Financial Services is a national wealth-management enterprise with over 350 advisors and approximately $12.77 billion in assets under management. The firm serves a diverse client base, providing advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to implement investment strategies.

Edward Laskin is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and over 25 years of industry experience. He has worked with United Planners since 2010 and currently serves as Vice President of the Club Aliante HOA Board in North Las Vegas, NV. His prior experience includes roles at AMS Retirement Solutions and Executive Insurance & Financial Services. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent advisors. The firm employs a variety of custodians and third-party money managers to offer both advisory and brokerage services, with a majority of assets managed on a non-discretionary basis.