David Huckin is a financial advisor with United Planners Financial Services of America and has 48 years of industry experience. He was previously with Huckin Financial Group for 40 years. Outside of his advisory work, he owns Huckin Travel Agency, a personal travel business that has not generated income or expenses in recent years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs a mix of custodians, third-party money managers, and platform programs to implement client strategies, with most assets managed on a non-discretionary basis.

John Nilmeier is a CFP® professional with 21 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has held roles at Rice Brown Financial Services and Transamerica Financial Advisors, among others. Nilmeier serves as a trustee and national committee person for NAIFA California and is a board member of the Dean's Advisory Council. 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 delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes various custodians, third-party money managers, and platform programs to implement client strategies.

Marc Libero is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His previous roles include positions at Elm City Wealth Management, Purshe Kaplan Sterling Investments, and New England Capital Financial Advisors. Libero has also operated in the insurance sector as a non-variable insurance agent since 1998. United Planners Financial Services is a national wealth-management firm with over $12 billion in assets under management, serving a diverse client base through a network of independent Investment Adviser Representatives. The firm offers both advisory and brokerage services, utilizing various custodians, third-party managers, and platform programs, with a significant portion of assets managed on a non-discretionary basis.

Joseph Shields is a Series 66 licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2025. Prior to this, he held positions at OneAmerica Securities and American United Life and has a background that includes education roles. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, 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 utilizing multiple custodians and third-party money managers.

Kari Pel is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has worked with United Planners since 2003. In addition to her advisory role, she owns Pel & Associates, a tax preparation, accounting, and bookkeeping firm. 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 a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Dennis Lynch is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been associated with Carolina Financial Partners since 2016 and operated his own independent insurance business from 2013 to 2022. Lynch also serves as Associate Vice President for non-variable insurance at Carolina Financial Partners. 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 range of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

Tyra Moore is a financial advisor at United Planners' Financial Services of America with 29 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including SSN Advisory, Inc and RBC Capital Markets. Moore also owns More4UTaxSolutions, a business providing tax preparation, accounting, and bookkeeping services, and offers consulting services through More4USolutions: Divorce. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to implement strategies, with a significant portion of assets managed on a non-discretionary basis.

Michael Mitch is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has been associated with United Planners and Insley Financial since 2010. Outside of his advisory work, he is the owner of Eastwind Development, a business development firm established in 1987. 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 employs independent investment adviser representatives and uses a combination of custodians and third-party managers to implement client strategies, with a notable emphasis on non-discretionary account management.

Zhannetta Thompson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been involved in various business activities including mystery shopping and market research, as well as serving as a referring agent for non-variable insurance products. Thompson is based in Greeley, Colorado. 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 uses a range of custodians and third-party money managers to deliver advisory and brokerage services, with a significant portion of assets managed on a non-discretionary basis.

Jonathon Monsour is a CFP® with 30 years of experience in financial advisory. He has worked at United Planners Financial Services of America since 2017 and previously spent eight years with Cambridge Investment Research Advisors. Outside of advisory work, he owns M&M Property Group, a real estate sales and property management business in Carrollton, GA. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent advisors, with a notable focus on client-directed, non-discretionary account management.

Marta Amaton is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 65 designations. She has 26 years of experience in the industry, including prior roles at Jacobson Wealth Management and independent insurance services. Outside of advising, she works as a tasting room associate at Vezer Family Vineyard and serves as an instructor at Napa Valley College. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm supports independent advisors like Amaton through a limited-partnership ownership structure and uses a combination of custodians and third-party managers to implement investment strategies.

William Schindler is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Semus Wealth Partners, MML Investors Services, and Mass Mutual. He is also involved as managing partner in Capital Legacy Partners, LLC, and leads Schindler Financial Associates, LLC, a non-investment-related entity. United Planners 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 a mix of non-discretionary and discretionary asset management and both fee-based and commission-based options.

Nichola Peacock is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her work history includes roles at Principal Securities, New York Life, and Eagle Strategies. She is also active as the local affiliate chair for NAIFA in Fresno, CA. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and more than 30,000 client relationships. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, estates, and institutional clients, delivering advisory services primarily through independent Investment Adviser Representatives using a mix of custodians and third-party money managers.

Brandon Bailey is a financial advisor at United Planners Financial Services of America with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services. His other activities include serving as a resident insurance producer and insurance agent specializing in non-variable insurance and Medicare plans, as well as an associate with Lee Stoerzinger Wealth Management. 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, primarily on a non-discretionary basis, and operates with a limited-partnership ownership structure that includes advisor transition support programs.

Reese Stiller is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities and American United Life and is president of several non-investment and consulting businesses, including Group Management LLC and Excellence Accounting LLC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, and institutional clients. The firm supports independent Investment Adviser Representatives through a limited-partnership ownership structure, offering both advisory and brokerage services with a predominance of non-discretionary account management.

Glenn Stears Jr. is a financial advisor with United Planners' Financial Services of America, holding CFP® and ChFC® designations and bringing 46 years of industry experience. His prior work includes 37 years at Waddell & Reed, Inc., and he also serves as vice president and secretary of Sagrado & Stears, Inc. Outside of his advisory role, he is involved in an insurance agency he has operated since 1980. 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 emphasizes non-discretionary account management.

Deon Cleveland is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has seven years of industry experience, including roles at Northwestern Mutual and involvement in portfolio management and trading functions. Prior to his financial services career, he worked at Field Brothers Moving Company for two years. United Planners Financial Services is a national wealth-management enterprise serving individual and institutional clients with a combination of advisory and brokerage services, primarily delivered through independent Investment Adviser Representatives. The firm is notable for its limited-partnership structure and a focus on non-discretionary account management.

Xerxes Nabong is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 21 years of industry experience. He has been associated with United Planners since 2016 and is also involved with Greenwich Partners, LLC and PXP LLC. Outside of advisory work, he has been active in real estate sales and property management through his ownership roles in related entities. 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 variety of custodians and third-party managers to implement client strategies.

Hillary Meister is a financial advisor at United Planners' Financial Services of America with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Honkamp & Co. and held positions in education at the University of Dubuque and Sumner-Fredericksburg High School. She is also the bookkeeper and tax preparer for Plain & Simple, LLC, a non-investment related business. 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 third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

David Walker is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His prior work includes roles at Jackson National Life Distributors LLC and founding Seagull Lane Asset Management LLC, where he serves as president. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management, serving individual and institutional clients through independent investment adviser representatives using a range of custodians and third-party managers.