Thomas Stark is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Securities America, National Planning Corporation, and as trustee of the Riley H Denton Revocable Trust. Stark also operates ONPOINT Financial for marketing purposes and serves as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisor transitions through a limited-partnership ownership structure.

Stuart Kesselhaut is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 credentials. He has 33 years of industry experience, including roles at Lombardi Group and Financial Resource Network. In addition to his advisory work, he serves as treasurer of the Kesselhaut Family Foundation. United Planners serves 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 both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

Carol Joyce is a financial advisor at United Planners Financial Services of America with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bulman Wealth Group and Able Financial Group LLC. Joyce is also an agent for non-variable insurance in Cave Creek, AZ. United Planners Financial Services is a national wealth-management enterprise serving a broad client base with advisory and brokerage services. The firm operates primarily on a non-discretionary basis and has a limited-partnership ownership structure involving many of its financial professionals.

Marli Smythe is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior roles include positions at PFG Advisors, Securities America, and Cue Financial Group. She is also the managing partner of Sparrow Financial, LLC, a marketing entity based in Glendale, AZ. 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 an open-architecture platform with multiple custodians and third-party money managers.