Gregory Collins is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Horner, Townsend & Kent, Penn Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, and Waddell & Reed. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent investment advisor representatives.

Link Cotham is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 26 years of industry experience. He has worked with United Planners since 2021 and previously with Ameriprise Financial Services and Waddell & Reed. Outside of his advisory work, he manages farmland through Irons, Inc. and Cotham Farms. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm’s advisors operate primarily on a non-discretionary basis and benefit from its limited-partnership ownership structure and formalized advisor transition support.

Christopher Kitchens is a CFP® professional with two years of experience, currently serving with United Planners' Financial Services of America. He has held various roles including ownership of a BBQ supply company that operates a YouTube channel featuring hunting, fishing, and cooking content. He is also an associate pastor at Hope Church in Carrollton, GA, a position he has held since 2014. United Planners Financial Services is a national wealth-management enterprise that serves a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Niles Geary II is a financial advisor at United Planners' Financial Services of America with 17 years of industry experience. He holds a Series 66 designation and has held roles including co-founder and CEO of Voyage Partners Financial Strategies, LLC, where he focuses on tax planning and employer group benefits. Geary also operates as an insurance agent and has involvement in real estate sales and property management through Serenity Haven Properties. 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 Investment Advisor Representatives. The firm utilizes an open-architecture platform with multiple custodians and third-party money managers, supporting a variety of advisory models.

Peter Colicchia is a financial advisor with United Planners Financial Services of America and holds Series 65 and Series 66 credentials. He has nine years of industry experience, having previously worked at firms including Allianz Global Investors and Baron Capital. 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 money managers, offering both fee-based and commission-based solutions through a network of independent advisors.

Robert Mabe is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at firms including H. Beck, Inc. and his own Mabe Financial Group. Outside of financial services, he owns Dragonfly Ranch, a cattle buying and selling operation in Cuero, Texas. 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 using an open-architecture platform with multiple custodians and third-party money managers.

Lawrence Lee is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for nine years. Outside of his advisory work, he serves as a computer technician for a restaurant in Corona, NY. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and operates as a limited partnership with many financial professionals as limited partners.

Jacinta Gauvin is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 designations. She has five years of industry experience, including prior roles at Raymond James and Securities America. Outside of finance, she owns and operates a wedding officiant business in Virginia Beach. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors, utilizing an open-architecture platform with multiple custodians and third-party money managers.

Patrick Robison is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at Creative Business Resources and Team UP, and he has owned an independent filming business in Los Angeles since 2014. He also acts as a trustee in a fiduciary capacity. 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, operating an open-architecture platform with multiple custodians and third-party money managers.

Craig Ferrantino is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has served in various roles including as president of Craig James Financial Services, LLC since 2018. Outside of his advisory work, Ferrantino is involved with several nonprofit financial education organizations and volunteers as an EMT-Advanced Life Support. United Planners Financial Services is a national wealth-management firm serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives using multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Tami Fields is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 17 years of industry experience and has worked at firms including Catalyst Financial Strategies, Diede Financial Planning, Full Circle Financial, and Proequities Inc. In addition to her advisory role, she is a notary public in Kasson, MN. 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 independent advisors.

Michael Steward is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and one year of industry experience. He has held leadership roles outside of finance, including serving as president of Capalton Corporation, a consulting firm, and general manager of DCL Technologies Inc., an LCD display manufacturer. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm operates through independent Investment Adviser Representatives and delivers advisory and brokerage services using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Cody Polzin is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and State Farm, along with six years of service in the Armed Forces. 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 largely non-discretionary investment approach.

Richard Brevogel is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role starting in 2024, he worked for Remington and Vernick Engineers and served for 20 years at the Township of Willingboro. 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 across over 30,000 client relationships, offering advisory and brokerage services with a focus on non-discretionary, client-directed account management.

Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 license and bringing 36 years of industry experience. His background includes long-term roles at Crown Capital Securities LP and his own businesses, including farming since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets and offers advisory and brokerage services with a notable focus on non-discretionary client-directed account management.

Clifford Faintych is a CFP® and ChFC® with 21 years of industry experience. He is currently with United Planners' Financial Services of America, where he has worked since 2025, following nine years at Commonwealth Financial Network. 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 a mix of custodians and third-party managers to implement strategies and is notable for its limited-partnership ownership structure and formalized advisor transition support.

Stephen Clarke is a financial advisor with United Planners Financial Services of America and holds the Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked with United Planners since 2004. Clarke has operated under his own business names, including Clarke and Company and Stephen Bennett Clarke, for over two decades. 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 employs a combination of custodians, third-party money managers, and platform programs to support its investment solutions.

Allan MacVean is a CFP® professional with 35 years of industry experience. He has been with United Planners' Financial Services of America since 2020 and previously worked at SSN Advisory Inc and Securities Service Network for nine years. Outside of his advisory work, MacVean serves as a deacon at Crossroads Community Church and has a long history as a substitute bus driver for local school districts. United Planners Financial Services serves a diverse clientele 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.

John Severy Hoven is a CFP® with 23 years of experience in the financial services industry. He is currently with United Planners Financial Services of America, where he has worked since 2024. Prior to that, he spent over two decades at Cambridge Investment Research in various capacities. Outside of his advisory role, he is a licensed notary and owns Oracle Financial Planners LLC, a marketing entity. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and a notable majority of non-discretionary assets under management.

Margaret Little is a financial advisor with United Planners Financial Services of America and holds the Series 63 and Series 65 designations. She has 31 years of industry experience, including roles at Greenwich Partners, LLC and Virginia Financial Planning. Outside of finance, she serves as a licensed equestrian sports judge and is involved with the US Equestrian Federation. 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 largely non-discretionary asset management.