Christopher Cosenza is a CFP® professional with 29 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has previously worked at LPL Financial and is president of Brookhaven Wealth Management, Inc., a role he has held since 2014. In addition to his advisory work, he provides consulting services outside the investment field. 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 supports a range of investment models, emphasizing primarily non-discretionary asset management.

James Toddy 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. His career includes roles at Center Street Advisors, Inc., Arete Wealth Advisors, LLC, and United Planners. He is also involved in licensing estate planning software through his business Estate Documents Pro. 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 operates with an emphasis on non-discretionary account management and is owned in part by its financial professionals as limited partners.

Nathan Harro is a CFP® professional with 16 years of industry experience, currently affiliated with United Planners' Financial Services of America a Limited Partner since 2017. His prior roles include positions at Northwestern Mutual and Mass Mutual, as well as ownership of an independent insurance agency. He is also a partner in Flightplan Financial LLC, a marketing entity related to his advisory work. United Planners Financial Services is a national wealth-management enterprise serving individual, retirement, corporate, trust, and institutional clients through a network of independent advisors. The firm offers both advisory and brokerage services and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Karlyn Etheridge is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 19 years of industry experience and has worked at several firms including LPL Financial, Triad Advisors, and Bernicke Wealth Management. Outside of her advisory work, she co-owns a cattle operation in Eau Claire, Wisconsin. 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 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 or client-directed basis.

Benjamin Trenary is a Series 66 credentialed advisor at United Planners Financial Services of America, with one year of industry experience. His prior work includes roles at the City of Duluth, Oak Summit Golf Course, Full Circle Financial, and Marcus Theatres. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, and institutional clients. The firm supports its independent advisors through a mix of custodians, third-party managers, and platform programs, with a distinctive limited-partnership ownership structure.

Steven Hyers is a ChFC® credentialed financial advisor with 26 years of industry experience. He has worked at United Planners Financial Services since 2021 and previously spent 16 years at LPL Financial. Outside of his advisory work, he is involved with Capital Dimensions Wealth Management and holds ownership in Hyvest, a purchaser of tax certificates in Jacksonville, FL. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Adam Cohler is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at multiple firms including Cohler Law Firm, Cohler Financial Associates, and the New Jersey Office of the Public Defender. Cohler serves as a board trustee member of the Camden County Bar Association outside of his financial advisory role. 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 offers both advisory and brokerage services with a focus on non-discretionary account management and supports its advisors through limited-partnership ownership and structured transition assistance.

Christopher Wollo is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 designation and has held roles at Strategic Tax & Business Consultants LLC and ISC Financial Advisors. Outside of his advisory work, he is involved in multiple business ventures including an advanced computing consulting company and a manufacturer of ammunition components. 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 operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on non-discretionary asset management.

Brian Gotta is a financial advisor at United Planners' Financial Services of America with Series 63 and Series 65 credentials and 42 years of industry experience. He has held roles at Gotta Retirement Services, Inc. and Ye Olde Garrison Inc., the latter being a real estate sales and property management business he owns. He is also a notary public. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets.

Szablis Klee is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds the Series 66 designation. He has 25 years of industry experience and has worked with firms including ProEquities, Inc and ID/Legal Shield. Outside of his advisory role, he is a partner and instructor at Southeast Scuba Escape, a retail scuba diving center in Rochester, MN. 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 offers both advisory and brokerage services with a range of custodians and third-party money managers.

Timothy Mayben is a financial advisor at United Planners Financial Services of America with 25 years of industry experience. He holds a Series 66 designation and has been with United Planners since 2003. He is also the president of The Mayben Company, a marketing entity, and is a licensed agent for non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and provides a mix of fee-based and commission-based solutions.

Brent Fooks is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience and has been associated with United Planners and Rogers & Kirby for over a decade. Outside of his advisory role, he serves as a secretary and board member for Base Camp Missions Corp. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates with an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Deborah Eggleston is a CFP® with 33 years of experience in the financial industry. She is currently associated with United Planners' Financial Services of America as a Limited Partner, a position she has held since 2020. Her prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of finance, she works at the Lone Tree Arts Center concession stand. 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 manages approximately $12.77 billion in assets and employs a primarily non-discretionary investment approach.

Joseph Trewin is a CFP® professional with five years of experience in the financial services industry. He is currently associated with United Planners Financial Services of America as a Limited Partner and has held roles at Insurance Center, Investment Center Inc, Iowa State Bank, and First State Bank of Lynnville. Outside of his advisory work, he owns Trewin Tax Service LLC, which provides tax preparation, accounting, and bookkeeping services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and primarily manages assets on a non-discretionary basis.

Carlee Hughes is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has five years of industry experience and has worked with United Planners and related entities since 2019. Outside of advising, she serves as an adult education instructor at Pima Community College. United Planners Financial Services is a national wealth-management firm with about $12.77 billion in assets under management and approximately 359 advisors. The firm serves a broad range of clients, including individual investors, retirement plans, corporations, and trusts, and offers advisory and brokerage services through independent Investment Adviser Representatives.

William Fredrickson is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has 28 years of industry experience and has been affiliated with United Planners since 2007. He is also president of Fredrickson Financial Services PC and operates an independent insurance agency in Albuquerque, NM. 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 utilizes a combination of custodians, third-party money managers, and platform programs to deliver mainly non-discretionary advisory services.

James Monroe is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Oregon Pacific Financial Advisors and Transamerica Financial Advisors, among others. Outside of finance, he serves as an assistant wrestling coach for the Medford Unified School District and hosts a non-financial podcast. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm operates through independent Investment Adviser Representatives and employs a primarily non-discretionary management approach.

David Edgerton is a ChFC® credentialed financial advisor with 52 years of industry experience. He is affiliated with United Planners' Financial Services of America as a Limited Partner. His prior roles include positions at Securities America Advisors, Inc., Securities Service Network, Inc., and founder of Edgerton Financial Co. and The Edgerton Agency, Inc., where he has operated since 1978. 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 using various custodians and third-party managers, emphasizing a primarily non-discretionary investment approach.

Joshua Eller is a financial advisor at United Planners Financial Services of America with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Ameriprise, LPL Financial LLC, VALIC Financial Advisors, AIG, Bank of America, Merrill, JPMorgan Securities, and Edward Jones. 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 uses a combination of custodians, third-party money managers, and platform programs to implement investment strategies, with a notable focus on non-discretionary account management.

Gretchin Scott is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Fortress Financial since 2008 and has operated under her own name since 2002. In addition to her advisory role, she is a licensed agent for non-variable insurance and serves as a notary in Norman, Oklahoma. United Planners Financial Services serves a broad 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 uses an open-architecture platform with multiple custodians and third-party money managers, emphasizing a largely non-discretionary asset mix and providing both fee-based and commission-based options.