Kamron Kimball is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has held roles at several insurance firms and operates his own entities, including Kimball Korp. Outside of his advisory work, he serves as treasurer for Masons Mt. Kineo Lodge 109 and coaches basketball at PCES Athletics. United Planners Financial Services 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 employs an open-architecture platform with multiple custodians and third-party money managers, and features a limited partnership ownership structure primarily held by its financial professionals.

Paul Gugger is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Securities America, and Arbor Point Advisors. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and uses a variety of custodians and third-party managers, with a large portion of assets managed on a non-discretionary basis.

Timothy Selvey is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 10 years of industry experience, having previously worked at U.S. Bancorp Investments, Sage Point Financial, and Kestra Financial. 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 delivers advisory and brokerage services primarily through independent representatives and manages approximately $12.77 billion in assets.

Juan Medina Luna is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Wells Fargo and Centaurus Financial. Medina Luna is also involved in entrepreneurial ventures such as Asegure Su Legado, a consulting services firm. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm uses an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent investment advisors.

Christine Halchak is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including prior roles at Investacorp Advisory Services and Securities America. Outside of advisory work, she provides tax preparation and accounting services as a CPA. 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 an open-architecture platform utilizing multiple custodians and third-party money managers.

Ron Ashley is a CFP® with 43 years of industry experience, currently affiliated with United Planners' Financial Services of America, where he has worked since 2008. His career includes long-term leadership at Ashley & Associates, Inc., which he has presided over since 1994, and service as an independent agent since 1982. Ashley also spent 17 years with the U.S. Soccer Federation. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and provides a range of advisory and brokerage services.

Cheryl Hirss is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 21 years of industry experience. Her prior work includes roles at Gies Associates, LLC and her own entities, Cheryl Hirss LLC and Cheryl and Galen Hirss. Outside of advisory services, she is involved in real estate sales and property management through Cheryl and Galen Hirss. United Planners Financial Services serves a diverse range of clients including individuals, corporations, charitable organizations, retirement plans, and institutional entities. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through a network of 477 independent Investment Advisor Representatives.

Jarrod Nunn is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at UBS Financial Services and Merrill. He is also involved in managing a personal brand under Palmer Nunn Wealth Management and acts as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, from individual investors to institutional accounts. The firm features a limited-partnership ownership structure with over 350 advisors and primarily manages assets on a non-discretionary basis.

Chanda Sour is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 66 licenses. She has 29 years of industry experience, including roles at Securities America Advisors, Inc. and Sunset Financial Services. Sour also serves as president of Ludwig Financial Group, a marketing entity based in Minneapolis. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages roughly $12.77 billion in assets, primarily on a non-discretionary basis, and utilizes a variety of custodians, third-party money managers, and platform programs to implement client strategies.

Meredith Lyon is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. She has worked at several firms, including Raymond James Financial Services and Ameriprise Financial Services. Outside of advising, Meredith serves as a public notary and is president of Meredith Lyon Financial Designs LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, 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.

Peter Keating is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and currently manages Chesapeake Capital Associates, LLC. His prior experience includes roles at Zenith Marketing Group Inc and Howard County Junior Striders. 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.

David Lewitas is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 22 years of industry experience with prior roles at ProEquities Inc and US Bank. Lewitas also operates Lewitas Wealth Management LLC and is affiliated with Cutrera Financial for marketing purposes. 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 offers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party managers, and platform programs to deliver both discretionary and non-discretionary investment solutions.

Abe Bochner is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has worked as an independent insurance agent and with United Planners since 1999. Bochner owns a non-variable insurance business in Phoenix, AZ. 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 advisors on an open-architecture platform.

Ryan Garrison is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 14 years of industry experience. His career includes roles at multiple settlement-focused firms, including Garrison Settlements and Mass Tort Settlement Group, where he has been involved since 2015 and 2017 respectively. He serves as a board member of the Society of Settlement Planners, a national trade association related to structured settlement planning. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, managing approximately $12.77 billion in assets through a combination of custodians, third-party money managers, and platform programs. The firm operates largely on a non-discretionary basis and is known for its limited-partnership ownership structure and support for advisor transitions.

Michael Kneip is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Allstate Insurance Company and Allstate Distributors LLC. He also maintains a life insurance license in Buckeye, Arizona. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform that supports both fee-based and commission-based options.

Jesus Soto is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and over 27 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Silverstone Private Wealth LLC, and Retirement Consultants. In addition to his advisory work, he is an independent insurance agent through De Soto & Company. United Planners Financial Services is a national wealth-management enterprise serving a broad client base with advisory and brokerage services. The firm’s structure as a limited partnership includes approximately 364 advisors managing about $12.77 billion in assets, primarily on a non-discretionary basis.

Owen Tew is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Transamerica and involvement with the St. Stephen the Witness Catholic Student Center. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives, managing approximately $12.77 billion in assets with a focus on non-discretionary, client-directed accounts.

Steven Barry is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has served as an elected County Commissioner for Escambia County, Florida since 2013. Barry also owns Contract Insurance Services, a property and casualty insurance franchise, and operates as an independent insurance agent. United Planners Financial Services of America is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, and estates. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and emphasizes predominantly non-discretionary account management.

Jay Cutrera is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at ProEquities, Inc and IFC National Marketing Insurance, and he operates Cutrera Financial LLC, a personal financial advisory business. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Sean Sweeney is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and with 12 years of industry experience. He has worked at The Mayben Company LLC since 2016, serving as Director of Client Accounts in addition to his role at United Planners. United Planners Financial Services is a national wealth-management firm with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and trusts, offering advisory and brokerage services primarily through independent investment adviser representatives.