Craig Ferrantino is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Next Financial Group Inc and operating his own firms since 2007. Outside of his advisory work, Ferrantino is involved in nonprofit financial education and serves as a director of the Foundation for Personal Financial Education; he also volunteers as an EMT and holds a notary public commission. 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 a network of 477 independent advisors and operates an open-architecture platform utilizing multiple custodians and money managers.

Megan Muccio is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and seven years of industry experience. She is also the owner and president of Megan D. Muccio, CPA, PLLC, a firm specializing in tax preparation, accounting, and bookkeeping. Her professional background includes roles at NEXT Financial Group and Henry Schein Inc. United Planners Financial Services serves a diverse range of clients including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management solutions.