Steven Van Wyngarden is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Profed Financial Advisors. He also operates as an insurance agent in non-variable insurance and is a partner in Capital Advisory Partners, LLC. 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 using multiple custodians and third-party money managers.

Matthew Barnes is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Cetera Advisor Networks LLC and longstanding involvement with S & M Associates, LLC and ProFed Financial Advisors, LLC. Outside his advisory work, he has served as a notary public since 1988. United Planners Financial Services is a national wealth-management firm with over $12 billion in assets under management and a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm supports its independent advisors with a variety of custodial and platform options and primarily manages client assets on a non-discretionary basis.

Lucas Troutner is a Series 66-licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, LP and has prior experience at ProFed Financial Advisors LLC and ProFed Federal Credit Union. 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 both advisory and brokerage services using a variety of custodians and third-party platforms.

Cortney Kitchen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. Her prior roles include positions at Redeemer Radio, Cetera Advisor Networks LLC, and Profed Financial Advisors. She is also an insurance agent specializing in non-variable insurance and a partner at Capital Advisory Partners, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Ryan Van Wyngarden is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has one year of industry experience and has worked at Capital Advisory Partners, LLC and as a self-employed advisor. His background also includes roles at EY and Indiana University. 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 a range of financial planning, portfolio management, and brokerage solutions through an open-architecture platform.

Matthew Troutner is a financial advisor with United Planners Financial Services of America and holds a Series 63 designation. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and long-term involvement with S & M Associates, LLC, and ProFed Financial Advisors, LLC. He serves as a notary and is a board member of the Stellhorn Professional Village Owners Association. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent Investment Adviser Representatives, employing a mix of custodians and third-party managers to implement client-directed strategies.