Hang Nguyen is a CFP® professional affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, with one year of industry experience. Prior to joining United Planners in 2025, Nguyen held roles at Arnold Financial Services and Financial Services Advisory, and worked at Bank of America from 2015 to 2017. 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 delivers advisory services through independent representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Sledge Killion is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a Series 63 designation and 53 years of industry experience. His work history includes roles at United Planners Financial Services since 2016, Educators Resource Group since 1998, and Transamerica Financial Advisors from 1998 to 2016. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm uses a combination of custodians, third-party money managers, and platform programs to implement investment strategies, with a substantial portion of assets managed on a non-discretionary basis.

Nicole Redus is a financial advisor at United Planners Financial Services of America with 22 years of industry experience. She holds a Series 63 designation and has held leadership roles including President and CEO of Ascension Wealth Management and Redus Financial Group. She serves on the board of the National Underground Railroad Freedom Center and is a committee member of the Greater Cincinnati Foundation. United Planners Financial Services is a national wealth-management enterprise supporting a broad client base through a large network of independent advisors. The firm offers both advisory and brokerage services, with a notable focus on non-discretionary account management and a limited-partnership ownership structure.

David Backal is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with United Planners since 2005 and is also a partner at Backal Pomerantz Wealth Management since 2014 and RBCHA since 2013. His professional activities include serving as a trustee for family trusts. 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 uses a combination of custodians and third-party platforms, managing approximately $12.77 billion in assets, predominantly on a non-discretionary basis.

Tracy Tamura is a ChFC® credentialed financial advisor with six years of industry experience. She is currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior work includes roles at Liberty Wealth Management, Midland National Life, Hansen & Associates Financial Group, and McNeil Financial. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a range of custodians, money managers, and platform programs to execute client strategies.

Dave Hauer is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at United Planners since 2012 and was also involved in independent insurance from 2016 to 2023. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, 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 with multiple custodians and third-party money managers, providing both fee-based and commission-based options.

Jenny Laurita is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with United Planners Financial Services of America, where she has worked since 2025. Her previous roles include positions at OSAIC and Securities America Advisors. Laurita is also an insurance agent specializing in fixed annuities. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm emphasizes a mix of custodial platforms and investment strategies, primarily managing assets on a non-discretionary basis.

Mikel Markey is a CFP® with 14 years of industry experience, currently serving as an advisor at United Planners' Financial Services of America, where he has worked since 2013. He holds executive roles in related businesses, including CEO and President positions at Investment Center and Insurance Center, and is a vice president at JAM LLC. Markey is also involved in his community as a board member of Independence Area Dollars for Scholars. 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 an open-architecture platform that supports both fee-based and commission-based options.

John Roessig is a CFP® professional with 40 years of experience in the financial industry. He has been with United Planners Financial Services since 2016 and is also a partner at Masters at Lake Plaza LLC, where he focuses on retirement and financial planning. Roessig serves as Worthy Chancellor for the Knights of Columbus, a community and charitable organization in Greeley, Colorado. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives and uses a variety of custodians and third-party managers, with a significant portion of its assets managed on a non-discretionary basis.

David McLenachen Jr. is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been president of McLenachen Financial, Inc., a firm involved in tax preparation, accounting, and bookkeeping services since 2010, and has been actively engaged in investment-related advisory and insurance activities since the early 1990s. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and other institutional clients through a network of independent Investment Adviser Representatives. The firm offers a combination of advisory and brokerage services and is notable for its limited-partnership ownership structure and focus on largely non-discretionary asset management.

Steven Timbal 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 19 years of industry experience and has operated his own entities, including MDTB LLC, for over 10 years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a combination of advisory and brokerage services, primarily managing client-directed accounts on a non-discretionary basis.

Cameron Rose is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for four years and spent one year with Capital Planning Group LLC. Beyond his advisory role, he operates a marketing DBA, Bridgepoint Financial Advisors. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individuals, retirement plans, corporations, trusts, estates, and institutional investors. The firm utilizes both advisory and brokerage services delivered through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Marilee Stephens is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and 32 years of industry experience. She previously worked at First Financial Equity Corporation for 11 years before joining her current firm in 2022. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and various 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.

Daniel Hancock is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at CUSO Financial Services, Blue Federal Credit Union, LPL Financial, Cetera, and First Interstate Bank. He is also the CEO of Asset Financial Planners, a marketing entity based in Cheyenne, WY. 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 third-party money managers, providing both fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Kenneth Oliverio Jr. is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and 27 years of industry experience. He has been with United Planners since 2010 and serves as co-trustee of The Kenneth & Emelinda Oliverio Family Trust since 2018. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, through a network of 477 independent advisors. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions via an open-architecture platform that utilizes multiple custodians and third-party money managers.

Brian Luce is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at United Planners since 2023 and previously spent seven years with Cambridge Investment Research Advisors. In addition to his advisory role, Luce operates Heartland Financial Advisor as a marketing entity and works as an independent life insurance agent. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. 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.

Kimberly Caldwell is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her previous roles include positions at LPL Financial and Truist Investment Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with an emphasis on non-discretionary account management.

Iris Sagrado is a financial advisor with United Planners' Financial Services of America and holds the Series 63 and Series 65 designations. She has 20 years of industry experience and is also the owner of Filro Global Hiring and Filro Caregivers, businesses outside the investment sector. Additionally, she serves as an arbitrator with FINRA and is president and treasurer of Sagrado & Stears, Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers a range of financial planning, portfolio management, retirement plan services, and brokerage solutions through its network of 477 independent advisors and operates an open-architecture platform with multiple custodians and third-party money managers.

Devon Portz is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a Series 66 designation and two years of industry experience. He has worked in financial services since 2017, including activities in tax preparation and non-variable insurance intermediation. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients, including individual investors, retirement plans, corporations, trusts, and estates. The firm operates primarily through independent Investment Adviser Representatives and offers a combination of advisory and brokerage services, with a significant portion of assets managed on a non-discretionary basis.

Brandon Yee is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and nine years of industry experience. He has worked at multiple firms including First Allied Advisory Services and Cetera Investment Advisers. Brandon is also involved with Guidant Planning, Inc. in a marketing assistant role. 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, primarily on a non-discretionary basis, and offers a range of advisory and brokerage services.