Bryan Marker is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has extensive involvement in insurance and financial services through his roles at Professional Pension Services, Inc., Pinnacle Planning Group, Inc., and his independent insurance practice. Outside of investment-related work, he serves as board treasurer for Southside Services I, Inc., a nonprofit supporting adults with disabilities, and manages Life Renewal Counseling LLC, a mental health therapy business. 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 an open-architecture platform utilizing multiple custodians and third-party money managers.

Mark Finnestad is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with United Planners since 1997 and also owns Pinnacle Planning Group and FFPS, LTD, both non-variable insurance businesses. Outside of advisory work, he is involved in residential rental property management through Finnestad Residential Rentals. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and third-party money managers, and its ownership structure is majority-held by financial professionals.