Ross Cochrell is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has held roles at several firms, including Securities America and SSN Advisory. Outside of advising, he owns and operates Stockman's Supply, LLC, an equipment sales business, and 1840 Angus Farm, LLC, an agricultural enterprise. 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 independent advisors. The firm uses an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset mix.

Eduardo Torres is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has previously worked with Investment Placement Group and currently serves as managing partner of Pacific Tides Wealth Management. United Planners Financial Services supports a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Nicholas Battaglia is a CFP® with 10 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior experience includes roles at Grove Point Advisors LLC and AssetMark Financial Holdings, among others. He operates a business under the name Battaglia Associates Wealth Advisors. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients, including individuals, retirement plans, corporations, trusts, estates, and institutional investors. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and manages assets primarily on a non-discretionary basis.

Alexandria Franco is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has four years of industry experience and has been with United Planners since 2018. In addition to her advisory role, she is a life-only insurance agent and is involved in tax preparation and accounting through associated firms in Thousand Oaks, CA. 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 employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services using multiple custodians and third-party managers.

James Shock 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 Trilogy Wealth Management and Trilogy University, and has operated his own practice, Shock Financial Group, since 1989. He is also involved in non-variable insurance ownership in Shenandoah, TX. 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 offers both fee-based and commission-based financial planning and portfolio management services through a network of 477 independent advisors.

Thane Walton is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with United Planners since 2014. United Planners is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Kristian Annunziata is a financial advisor with United Planners' Financial Services of America and holds a Series 65 designation. Annunziata has zero years of industry experience but previously worked at Skadden, Arps, Slate, Meagher & Flom and served seven years in the United States Air Force. 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 broad client base including individuals, retirement plans, corporations, and institutional clients, offering advisory and brokerage services primarily through independent Investment Adviser Representatives.

Joseph Zachary is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with United Planners since 2011. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

Brian Seaman is a financial advisor with United Planners' Financial Services of America and holds the CFP® and ChFC® designations. He has 38 years of industry experience and has been associated with United Planners since 2009. Seaman is also a member of the Lutheran Church of the Master board. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm’s advisory services are delivered through independent representatives using a variety of custodians, third-party managers, and platform programs, with a significant portion of assets managed on a non-discretionary basis.

Angela Baggett is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 18 years of industry experience, including roles at Zyia and Triad Advisors, Inc. Outside of her advisory work, she is a representative for an activewear company. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a majority of assets managed on a non-discretionary basis.

Tiffany Lum is a CFP® with 12 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior experience includes roles at OSAIC, PFG Advisors-RIA, Securities America, and Cue Financial Group. Outside of advisory work, she serves as president of Teal Tax Services PLLC, a tax preparation and accounting firm. 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 large network of independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a focus on largely non-discretionary asset management.

Dieter Bollmann is a CFP® professional with 26 years of experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has held roles at Dundas Wealth Management LLC since 2022 and has been an independent insurance agent since 2020. Outside of his advisory work, he has been involved with the Arizona Center for Germanic Cultures for over two decades and participates in the German-American Chamber of Commerce West-Arizona Chapter. 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 employs independent Investment Adviser Representatives and utilizes a variety of custodians and third-party money managers to implement client strategies, with a significant portion of assets managed on a non-discretionary basis.

Jared Nichols is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with United Planners since 2014. Outside of his advisory work, Nichols owns Nichols International dba Outdoorsman.com, a marketing business, and serves as a board member of the Millville Nibley Cemetery District. 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 uses an open-architecture platform with multiple custodians and third-party managers and features a limited partnership ownership structure.

Karman Scott is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. Scott has 31 years of industry experience and has been involved as an independent insurance agent and notary public since the mid-1990s. Outside of advisory work, Scott serves as president of Fortress Financial Inc., a non-investment-related business. 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 an open-architecture platform with multiple custodians and supports a range of investment models, with a primarily non-discretionary asset mix.

Christine Heine is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Hemingway Wealth Management since 2019 and previously held positions at Wealth Enhancement Advisory Services, LPL Financial, Ameriprise, and Morgan Stanley. Outside of advisory services, she is a licensed notary public in Minnetonka, 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 supports independent advisors with a variety of custodians, third-party money managers, and platform programs, and manages approximately $12.77 billion in assets.

Sarah Stammen is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has 10 years of industry experience and has previously worked with Avantax Advisory Services, Avantax Investment Services, Inc., and 1st Global Advisors, Inc. In addition to her advisory role, she is a shareholder and treasurer at McCrate, Delaet & Co, a CPA firm specializing in tax preparation and accounting. 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 options through its network of independent investment advisor representatives.

Christina Brillowsky is a Series 66-licensed financial advisor with three years of industry experience. She is currently with United Planners Financial Services of America and has prior experience at Cheryl Hirss and Larson Gross. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based solutions through a network of 477 independent advisors.

Gordon Yee is a financial advisor with United Planners Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including ten years at SCF Investment Advisors and SCF Securities, and has been involved with his own business, Yeecorp Insurance Services, since 1987. Outside of his advisory work, he serves as chair of the Kapaa Missionary Church in Hawaii. United Planners Financial Services 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 advisors.

Seth Lippincott is a financial advisor at United Planners' Financial Services of America, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Grand Canyon University and Tonto Rim Christian Camp. 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 employs independent advisors and implements investment strategies using multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Avery Martin is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has one year of industry experience, including prior roles at Grown Rogue and Oregon Pacific Financial Advisors. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers a range of advisory and brokerage services through independent representatives and employs a mix of custodians and third-party money managers to deliver client solutions.