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.

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.