Shania Mason is a financial advisor with United Brokerage Services, Inc. She holds a Series 66 designation and has experience beginning in 2026. Prior to joining United Brokerage Services, she was affiliated with Equitable Advisors, LLC and Dillon Burdette. Outside of financial advising, Mason serves as a board member for Miracle Hunger and Trauma Solutions Organization and works as a freelance event planner. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, individual security selection, and periodic portfolio rebalancing.

David Dutton is a financial advisor at United Brokerage Services, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining United Brokerage Services, he worked at Equitable Advisors, Axa Advisors, Systel Office Automation, and Best Buy. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm predominantly manages assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.