Antonio Ristaino is a financial advisor with United Planners Financial Services of America, holding the CFP® designation and Series 63 license. He has 43 years of industry experience and has been with United Planners since 2005. Outside of his advisory work, he is the owner of Ristaino Marketing, a marketing company, and serves as an instructor and owner of Federal Training Corporation, which provides teaching and coaching services. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a mix of custodians and third-party managers to implement investment and cash-management solutions.

George Jankiewicz Jr. is a CFP® professional with over 31 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has held roles at Federal Training Corporation and The Phoenix Group, and he owns a CPA practice specializing in tax preparation and accounting. He is also involved in teaching and coaching through his ownership in Federal Training Corporation and as an instructor with The Phoenix Group. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and offers a mix of custodial and third-party management solutions, with a notable focus on non-discretionary account management.

Kevin Belshaw is a Certified Financial Planner® with 12 years of industry experience. He has been with United Planners Financial Services of America since 2019 and also serves as president of TriBel Consulting Firm, LLC, a consulting business unrelated to investment services. Additionally, he has experience as an insurance agent specializing in non-variable insurance and has held roles at MassMutual and the Maritime Institute of Technology and Graduate Studies. United Planners Financial Services of America 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 utilizing multiple custodians and third-party money managers.