Joseph Shields is a Series 66 licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2025. Prior to this, he held positions at OneAmerica Securities and American United Life and has a background that includes education roles. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Reese Stiller is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities and American United Life and is president of several non-investment and consulting businesses, including Group Management LLC and Excellence Accounting LLC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, and institutional clients. The firm supports independent Investment Adviser Representatives through a limited-partnership ownership structure, offering both advisory and brokerage services with a predominance of non-discretionary account management.

Elijah Busch is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles at OneAmerica Securities, American United Life, and Western and Southern Life. Outside of his advisory work, he is co-owner of Narrow Lane Entertainment LLC, an entertainment company based in Knox, PA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.