Craig Ferrantino is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has served in various roles including as president of Craig James Financial Services, LLC since 2018. Outside of his advisory work, Ferrantino is involved with several nonprofit financial education organizations and volunteers as an EMT-Advanced Life Support. United Planners Financial Services is a national wealth-management firm serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives using multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Megan Muccio is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and having eight years of industry experience. She is also owner and president of Megan D. Muccio, CPA, PLLC, providing tax preparation, accounting, and bookkeeping services. She has worked at United Planners since 2019 and previously at NEXT Financial Group and Henry Schein Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and estates. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party platforms to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.