Kevin Schlarman is a financial advisor with United Planners' Financial Services of America, holding CFP® and Series 66 credentials and nine years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. He is also a shareholder at McCrate, DeLaet & Co CPA and serves as a board member of S&H Products, a community and civic organization in Sidney, Ohio. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Rebecca Joseph is a financial advisor at United Planners' Financial Services of America with one year of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining United Planners in 2025, she was Director of Finance at Hemingway Wealth Management for ten years. Outside of advisory work, she has been an ACT/SAT/PSAT tutor since 2008. 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 offers both advisory and brokerage services through multiple custodians and third-party managers.

Michael Pomerantz is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has been a partner at Backal Pomerantz Wealth Management since 1997. 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 both fee-based and commission-based options, and its network of 477 advisors provides financial planning, portfolio management, retirement plan services, and brokerage solutions.

George Caylor is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with United Planners' Financial Services of America a Limited Partner and has held roles at firms including Vintage and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he is the author of Surviving Georgie, LLC and owns Tea With George, LLC, a radio broadcasting business. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

Bruce Fong is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and LPL Financial. In addition to his advisory work, he has been involved in property ownership and real estate management since 1997. 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 delivers advisory and brokerage services through independent representatives and utilizes various custodians and third-party managers to implement client strategies.

David Rhodes is a CFP® and ChFC® with 36 years of industry experience. He is currently with United Planners Financial Services of America and has held prior roles at SCF Investment Advisors, SCF Securities, and Parkland Securities. Rhodes serves as Secretary of the Mt. Juliet Noon Rotary and President of Celebration Lutheran Church, both community organizations in Mt. Juliet, TN. United Planners Financial Services serves a diverse client base that includes 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 477 independent Investment Advisor Representatives.

Bryan Marker is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has extensive involvement in insurance and financial services through his roles at Professional Pension Services, Inc., Pinnacle Planning Group, Inc., and his independent insurance practice. Outside of investment-related work, he serves as board treasurer for Southside Services I, Inc., a nonprofit supporting adults with disabilities, and manages Life Renewal Counseling LLC, a mental health therapy business. 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.

Joyce Slutsker is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation and Series 63 license with 42 years of industry experience. Her prior experience includes positions at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. She is also the managing partner of DSSTT, LLC, a partnership covering office expenses. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs a mostly non-discretionary approach to portfolio management.

John Glenn II is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at multiple firms including GH Wealth Management and Glenn & Associates, and owns a non-variable insurance business in San Diego. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives using various custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Michael Cohler is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with United Planners Financial Services of America for over 30 years and also manages Cohler Financial Associates, a marketing entity. Since 2019, he has served as a FINRA arbitrator. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and atypical institutional clients. The firm operates 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 advisors.

Kevin Baird is a financial advisor with United Planners' Financial Services of America, holding a Series 63 designation and bringing 36 years of industry experience. He has been with United Planners since 2011 and is also president of Baird Wealth Strategy Group LLC. Outside of advisory services, he is involved in marketing non-variable insurance products. United Planners Financial Services is a national wealth-management enterprise offering advisory and brokerage services to a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm employs independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers to deliver strategies, with a significant portion of assets managed on a non-discretionary basis.

Dennis Rogers is a CFP® professional with 34 years of industry experience, currently affiliated with United Planners' Financial Services of America as a limited partner. His prior experience includes roles at Agape Insurance Partners, Inc. and Rogers & Kirby, Inc., and he has been involved with multiple business activities including volunteering to facilitate Financial Peace University classes and authoring written work. 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 delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a notable majority of assets managed on a non-discretionary basis.

Charles Lytle is a financial advisor with United Planners Financial Services of America, holding a Series 63 license and 16 years of industry experience. He has operated his own advisory businesses since 2009 and currently serves as an insurance agent specializing in non-variable insurance. Additionally, he provides tax preparation and accounting services through a separate firm. 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 with multiple custodians and third-party money managers.

Kimberly Johnson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. She has operated her own financial practices, including KMJ Financial Solutions and KMJ Financial Services, LLC, since 2017. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm provides financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent Investment Advisor Representatives.

William Barber is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at United Planners since 2018 and previously at Justice Financial Services Inc. from 2018 to 2022. Outside of his advisory role, he is a co-owner of Barber & Annunziata Wealth Management LLC, a pass-through LLC for tax purposes. 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 using multiple custodians and third-party money managers and is notable for its largely non-discretionary asset mix and limited partnership ownership structure.

Jayson O'Connor is a CFP®-credentialed financial advisor with six years of industry experience. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has held roles at multiple firms including Premier Wealth Advisors and SCF Securities. O'Connor also operates Mt. Juliet Advisors, a marketing name under which he provides financial planning services. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

Aaron Petty is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 14 years of industry experience, including roles at Northstar Wealth Strategies and operating his own advisory and insurance businesses. Petty is based in Newport Beach, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and unique institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage services through an open-architecture platform with multiple custodians and third-party money managers.

Marvin Petty Jr. is a CFP® with 35 years of industry experience, currently affiliated with United Planners' Financial Services of America as well as North Star Wealth Strategies. He has been engaged with United Planners and affiliated entities since 2011 and owns North Star Wealth Strategies, where he also manages non-variable insurance services. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and around 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients, offering advisory and brokerage services through independent representatives using a range of custodians and third-party money managers.

Richard Hemingway is a CFP® and ChFC® with 49 years of experience in the financial services industry. He has been affiliated with United Planners' Financial Services of America since 2015 and operates under the marketing name Hemingway Wealth Management. Hemingway also holds a license as a non-variable insurance agent. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional investors. The firm employs an open-architecture platform with multiple custodians and offers both fee-based and commission-based financial solutions through its network of independent advisors.

Jonathan Michaels is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 credential and has previously worked at Ultra Financial Partners. Outside of his advisory role, he is the founder and CEO of 200+ Racing, LLC, a luxury lounge featuring Formula 1 racing simulators in Scottsdale, AZ. 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 with multiple custodians and third-party money managers.