Jeffrey Zarling is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Full Circle Financial and ProEquities, Inc. Outside of advisory work, he is owner and president of RTA Properties LLC, which manages real estate sales and property management. United Planners Financial Services is a national wealth-management enterprise serving a broad client base ranging from individual investors to institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to deliver tailored investment and cash-management solutions.

George Jankiewicz Jr. is a CFP® professional with over 31 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has held roles at Federal Training Corporation and The Phoenix Group, and he owns a CPA practice specializing in tax preparation and accounting. He is also involved in teaching and coaching through his ownership in Federal Training Corporation and as an instructor with The Phoenix Group. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and offers a mix of custodial and third-party management solutions, with a notable focus on non-discretionary account management.

Jon Zoet is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has over 40 years of experience in the industry, including roles at Zoet Financial and Zoet & Associates LLC. He is also an independent insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management solutions.

Johnathon James is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior roles include positions at PNC Investments, Avantax Advisory Services, Truist Advisory Services, and JPMorgan Securities. Outside of financial services, he is involved with Amped Fitness. 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 delivers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party money managers, and platform programs to implement investment strategies.

Nicholas Halchak is a financial advisor with United Planners Financial Services of America and holds the Series 66 credential. He has five years of industry experience, with prior roles at Securities America, Inc. and Investacorp, Inc. Outside of his advisory work, he has been involved with Warren Willis United Methodist Camp for several years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and manages both discretionary and non-discretionary accounts using various custodians and third-party money managers.

Randolph Moore is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. His prior roles include work with Securities Service Network and operating under his own name, Randolph S. Moore. He is also involved in financial coaching and tax preparation services in Scottsdale and Marana, Arizona. 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, primarily managing non-discretionary assets.

Harry Marmer is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and over 43 years of industry experience. He has been with United Planners since 2004 and has operated his own independent insurance brokerage and financial services business since 1978. Outside of his advisory work, he has been involved with United Charitable Programs and D.C. Glory Youth Wrestling for nine years. 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 an open-architecture platform utilizing multiple custodians and third-party money managers.

Tom Tamura is a financial advisor with United Planners Financial Services of America and holds a Series 65 credential. He has three years of industry experience, including roles at SmartAsset and Foundations Investment Advisors, LLC. Outside of his advisory work, he has experience in insurance sales through his own firm, Tamura Financial Services, and previously participated in the Japan Exchange and Teaching (JET) Program. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients including individuals, retirement plans, corporations, and institutional investors. The firm delivers advisory and brokerage services through independent representatives and manages a significant portion of assets on a non-discretionary basis.

Mary Gies is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been involved with United Planners since 1997 and is an active member of the Tri City Estate Planning Council. Mary also serves on the board of the Richland Education Foundation and previously operated Gies Associates LLC. United Planners Financial Services supports 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.

Zachary Powell is a Series 66-credentialed financial advisor with one year of industry experience. He is currently affiliated with United Planners Financial Services of America as a limited partner and has held various roles across multiple firms since 2021. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm operates through independent Investment Adviser Representatives and emphasizes non-discretionary account management while providing a range of advisory and brokerage services.

Jennifer Zittel is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her previous roles include positions at Park Avenue Securities, Guardian Life Insurance, Geico Insurance, McGee Wealth Management, Oak Harvest Investment Services, Visionary Asset Management, and NEXT Financial Group, Inc. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm’s advisory services are delivered through independent investment adviser representatives and utilize a combination of custodians, third-party managers, and platform programs, with a significant portion of assets managed on a non-discretionary basis.

John Battaglia is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 registrations. He has 32 years of industry experience and has worked at firms including H. Beck, Inc., ARIS Wealth Services Inc, and AssetMark, Inc. Battaglia is also the owner of Battaglia Associates Wealth Advisors and John S. Battaglia, Jr., which involves non-variable insurance activities. 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 and offers advisory and brokerage services using multiple custodians and platform programs, with a significant portion of assets managed on a non-discretionary basis.

Philippe Berthoud is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with United Planners since 2007 and also partners with The Retirement Financial Center. Outside of his advisory work, he is involved as a manager in a non-investment-related trucking business. United Planners serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Garth Fernandez is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 licenses. He has 29 years of industry experience and has been with United Planners since 2013. In addition to his advisory role, he owns Premier Wealth Management, an insurance and financial services business, and is a licensed agent for fixed insurance products. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Lindsey Chrystan is a CFP® professional with 25 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior roles include positions at Elevation Advisory Partners, LLC, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of her advisory work, she serves as an insurance agent and is president of Success Financial Group, a DBA used for marketing purposes. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm supports independent advisors with a variety of custodial and third-party management platforms and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

Michelle Best is a CFP® professional with over 23 years of experience in the financial services industry. She is currently affiliated with United Planners' Financial Services of America as a Limited Partner and has prior experience at firms including The Vanguard Group, CliftonLarsonAllen Wealth Advisors, and TIAA-CREF. 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 offers advisory and brokerage services through independent representatives and manages a significant portion of its assets on a non-discretionary basis.

Michelle Bergmann is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Primerica Advisors, Wipfli LLP, Bradle Tax Services, Woodbury Financial Services, Brickheimer Planners, and SII Investments. Outside of her advisory work, she serves as treasurer for the Marathon County Literacy Council and is the inventor and creator of Common Cents, a teaching and coaching initiative. 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 utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent advisors.

Douglas Dulac 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 40 years of industry experience and has been involved with United Planners since 2008. Dulac serves on the finance committee of the Anah Shrine and has been active in this community role since 2012. United Planners Financial Services serves a broad range of clients including individuals, corporations, charitable organizations, and institutional investors. 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.

Donald Wilson is a financial advisor with United Planners Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior experience includes ten years at Focus Financial and Royal Alliance and Associates. Outside of advising, he serves as president of Don Wilson Inc., a separate business entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through roughly 359 advisors. The firm offers a combination of advisory and brokerage services, primarily managing assets on a non-discretionary basis.

Joseph Street is a financial advisor at United Planners Financial Services of America with one year of industry experience. He holds a Series 65 designation and is also the owner of Joe Street Fitness and Nutrition Coaching LLC, a coaching and teaching 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.