Wayne Brantley is a financial advisor with United Planners' Financial Services of America and holds the ChFC® and Series 63 designations. He has 17 years of industry experience and has been with United Planners since 2015. In addition to his advisory work, he operates under the name Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports a variety of investment models, primarily focusing on non-discretionary asset management.

Michael Krouse is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience and has worked with United Planners since 2015. Krouse also operates Michael Krouse Independent Insurance and has been affiliated with Clark Financial Group since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Jay Clark is a CFP® professional with seven years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes a decade at Henry Holt & Company and three years as a self-employed advisor prior to joining his current firm. Clark also operates under the DBA Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors.

Amy Grunden is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 23 years of industry experience. She has worked at Clark Financial Group since 2016 and was previously involved in property rentals from 2012 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and employs a variety of custodians, third-party managers, and platform programs, with the majority of assets under management reported as non-discretionary.

Roderick Clark is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has served as Vice President of Point Harbor, Inc., a boat dock rental business, since 1995. Clark has worked with United Planners since 2015 and operates under his own entity, Clark Financial Group. United Planners Financial Services is a national wealth-management enterprise with over 350 advisors and $12.77 billion in assets under management. The firm offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, corporations, and trusts, utilizing a combination of custodians and third-party managers.