Alexandria Franco is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has four years of industry experience and has been with United Planners since 2018. In addition to her advisory role, she is a life-only insurance agent and is involved in tax preparation and accounting through associated firms in Thousand Oaks, CA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services using multiple custodians and third-party managers.

James Franco is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at LPL Financial and his own firms Franco Financial Services Inc. and James Franco Independent Insurance. He also provides tax preparation services through Franco Financial Services Inc. and serves as successor trustee for a charitable remainder unitrust. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients through approximately 359 advisors and managing about $12.77 billion in assets. The firm utilizes a combination of custodians, third-party managers, and platform programs to deliver advisory and brokerage services, with a significant portion of assets managed on a non-discretionary basis.