Eric Davis is a financial advisor at United Planners' Financial Services of America with 30 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services LLC and Morgan Stanley in various capacities over a span of 15 years. 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 mix of custodians, third-party money managers, and platform programs, with a majority of assets managed on a non-discretionary basis.

Justin Stanford is a CFP® with 10 years of experience in the financial services industry. He currently works at United Planners Financial Services of America and previously spent eight years at The Vanguard Group. Outside of advisory work, he has been involved with Stanford Enterprises and operated the Classic Cooking Academy. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm provides financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform supported by multiple custodians and third-party money managers.

James Smith is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at United Planners since 2009 and previously at OSAIC Services, Inc. and Sunamerica Securities, Inc. 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 employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services utilizing multiple custodians and third-party managers.

Thomas Dettore is a CFP® with 38 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at LPL Financial and INVEST Financial Corporation. Outside of financial advising, he is president of two real estate-related companies, Bona Student Housing and Stacks, Inc. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm uses independent Investment Adviser Representatives and a combination of custodians and third-party managers to offer both advisory and brokerage services, primarily on a non-discretionary basis.

Corey Walter is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently affiliated with United Planners' Financial Services of America as a Limited Partner. In addition to his advisory role, Walter is the owner and founder of Wealth Management by Design, LLC, and he has been involved in catering services through Epicurean Catering since 2016. 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 477 independent advisors, utilizing an open-architecture platform with multiple custodians and money managers.

Nancy Loveland is a CFP® professional with 44 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. She has been with United Planners since 2004 and has worked as a self-employed representative since 1983. Loveland also holds licensure 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 institutional clients. The firm provides advisory and brokerage services through independent representatives and utilizes various custodians and third-party managers, with a notable majority of assets managed on a non-discretionary basis.

Nicole Brown Griffin is a CFP® with seven years of industry experience currently affiliated with United Planners Financial Services of America, where she has worked since 2023. Her prior roles include positions at Wealth Avenue and ownership of Late Bloom Divorce, LLC, which operates both investment-related and non-investment-related services. She also owns Late Bloom Advising, LLC, a business focused on tax preparation and accounting. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm’s advisory services are delivered by independent representatives using various custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Heidi Ludeman is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with United Planners Financial Services of America, where she has worked since 2022. Her prior experience includes roles at Centaurus Financial, Inc., and Ludeman Capital Management, Inc. Outside of her advisory work, she owns and operates Blue Heron Hill Farm in Ferndale, Washington. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients, including individual investors, retirement plans, and institutional clients. The firm offers advisory and brokerage services delivered through independent representatives and emphasizes primarily non-discretionary account management.

Kathleen Lindquist is a CFP® with 20 years of experience in the financial services industry, currently affiliated with United Planners' Financial Services of America. Her prior roles include positions at San Diego Wealth Management, LLC and SagePoint Financial Services, Inc. She is also the founder of Sustainable Financial Planning, a marketing entity in San Diego. United Planners Financial Services serves a diverse client base including individuals, corporations, 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, emphasizing largely non-discretionary asset management.

Ralph Johnston III 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 and has been active as an insurance agent specializing in life and health insurance and fixed annuities since 2000. Johnston is a member of the WIDHAM Chamber of Commerce, a local networking group of business owners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, and institutions. The firm offers advisory and brokerage services through independent representatives and supports a range of investment and cash-management solutions across multiple custodians and third-party managers.

Amy Grunden is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 23 years of industry experience. She has worked at Clark Financial Group since 2016 and was previously involved in property rentals from 2012 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and employs a variety of custodians, third-party managers, and platform programs, with the majority of assets under management reported as non-discretionary.

Phillip Duncan is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 credentials. He has 26 years of industry experience and has worked with firms including Rogers & Kirby and FireSky Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives, offering advisory and brokerage services supported by multiple custodians and third-party money managers. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

John Carter is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with United Planners since 2009 and has maintained business activities in insurance and real estate development through his ownership of Carter Financial and consultancy at GRE Development, Inc. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, and institutional clients. The firm employs independent Investment Adviser Representatives and uses various custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

James Marsh is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His background includes roles at Sunnyhill Financial and Rocket Mortgage, as well as a long tenure with United Financial Center, LLC. Outside of his advisory work, he has served with the Church of Jesus Christ of Latter Day Saints and worked at Amazon.com. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and estates. The firm operates with a large network of independent Investment Adviser Representatives and employs a predominantly non-discretionary investment approach, with a structure that includes limited-partnership ownership and formalized support for advisor transitions.

Philip Maliniak is a financial advisor with United Planners Financial Services of America, holding a Series 66 credential and 19 years of industry experience. His career includes roles at companies such as Greenwich Partners, PXP, LLC, and Financial Solutions Group. Outside of advisory work, he is involved in several real estate ventures and serves as a board member and vice president of a community and charitable organization in Virginia Beach. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, 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 money managers, with a significant portion of its assets managed on a non-discretionary basis.

Roderick Clark is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has served as Vice President of Point Harbor, Inc., a boat dock rental business, since 1995. Clark has worked with United Planners since 2015 and operates under his own entity, Clark Financial Group. United Planners Financial Services is a national wealth-management enterprise with over 350 advisors and $12.77 billion in assets under management. The firm offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, corporations, and trusts, utilizing a combination of custodians and third-party managers.

Daniel Hoefferle is a CFP® professional with 15 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has been involved with United Financial Center since 2000 and has served as an instructor at Pima Community College since 2011, where he teaches retirement-related courses. Outside of his advisory role, he owns a trust consulting business. United Planners Financial Services supports 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 uses an open-architecture platform with multiple custodians and third-party money managers, operating primarily on a non-discretionary basis.

Ann Vanengelenburg is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with United Planners since 2013 and also serves as Chief Operating Officer at related entities, including Investment Center and Insurance Center. Vanengelenburg was involved with the Sumner Rotary Organization for four years. 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, primarily managing non-discretionary assets.

Chad Altadonna is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Raymond James Financial Services, and his own Altadonna Wealth Management. He is also involved in property and casualty insurance referrals through a separate business, Bob Oetting & Associates, LLC. 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 delivers advisory and brokerage services through independent representatives using various custodians and third-party managers, with most assets managed on a non-discretionary basis.

Ramin Ghaffari is a financial advisor with United Planners' Financial Services of America, holding a Series 63 designation and bringing 36 years of industry experience. His career includes roles at Transamerica Financial Advisors, Signator Investors, and his own firm, Ron Ghaffari and Associates, LLC. He is also an insurance agent specializing in non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through a network of independent advisors. The firm offers a combination of advisory and brokerage services, managing primarily non-discretionary assets with a distinctive limited-partnership ownership structure and formalized advisor transition support.