Aaron Petty is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 14 years of industry experience, including roles at Northstar Wealth Strategies and operating his own advisory and insurance businesses. Petty is based in Newport Beach, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and unique institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage services through an open-architecture platform with multiple custodians and third-party money managers.

John Carter is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with United Planners since 2009 and has maintained business activities in insurance and real estate development through his ownership of Carter Financial and consultancy at GRE Development, Inc. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, and institutional clients. The firm employs independent Investment Adviser Representatives and uses various custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.