United Advisors America

Robyn Adams is a financial advisor with Ameriprise in Acworth, GA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at Ameriprise since 2018, with prior roles at Mass Mutual Investors Services, Allstate Insurance, and Horace Mann Investors. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver customized retirement planning advice.

Glen Fuller is a financial advisor at United Advisors America with 12 years of industry experience. He holds a Series 65 designation and has been with United Advisors America since 2013. In addition to his advisory role, Fuller works full-time supporting life insurance agents at Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering customized portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and selected exchange-traded products.

Brad Miksek is a financial advisor with United Advisors America holding Series 63 and Series 65 licenses and 34 years of industry experience. His work history includes roles at Sheaff Brock Investment Advisors, Arbor Court Capital, and DMI Holdings, among others. Miksek is currently based in Prosper, TX. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory approach with customized asset allocations and primarily implements strategies using mutual funds and ETFs.

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

William Huff is a financial advisor at United Advisors America with eight years of industry experience. He holds a Series 65 designation and has worked at United Advisors America since 2017 and Alliance America Corporation since 2015. In addition to his advisory role, he is an insurance agent for Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request. The firm employs a Modern Portfolio Theory-based approach, using customized asset allocations and model portfolios primarily composed of mutual funds and ETFs.

Leslie Pincombe is a financial advisor at United Advisors America with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with United Advisors America since 2017. Leslie also serves as an insurance agent for Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach, using customized asset allocations and model portfolios with mutual funds, ETFs, and selected exchange-traded products.

Austin Sorem is a financial advisor at United Advisors America with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, he held various roles including a position with the Oklahoma City Thunder and work at Leslie's Pool & Spa Supplies. He is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations, primarily implementing strategies through mutual funds and ETFs.

Dalton Matkovich is a financial advisor with United Advisors America holding a Series 65 designation and two years of industry experience. His prior work includes roles at Alliance America, Woodbury Financial Services, and Northwestern Mutual. Before entering the financial sector, he worked at Clark County Rehab and Living Center. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm utilizes a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily implementing strategies through mutual funds and ETFs.

Derek Johnson is a CFP® professional with two years of experience at United Advisors America in Lansing, MI. He has a long history of ownership and management in private businesses, including Phillips-Johnson Properties, LLC since 2001 and Phillips Johnson, Inc. from 1999 to 2023. Additionally, he has operated a personal business from 1990 to 2023. United Advisors America provides investment management services primarily to individuals near retirement as well as pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios, primarily investing in mutual funds and ETFs.

Vincent Vantassel is a financial advisor at United Advisors America with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alliance America Corporation and United Advisors America Corporation since 2009. Outside of his advisory role, he is an insurance agent for Alliance America Corporation, a life and health insurance agency in Florida. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios, with a focus on mutual funds, ETFs, and occasionally digital currency products.

Gregory Pitts is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with United Advisors America and Alliance America Corporation since 2014 and has owned the Gregory Pitts Agency, an independent insurance agency, since 1989. Outside of advising, he owns All2EZ Solutions, LLC. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and quarterly portfolio reviews. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning.

Dominic Cooper is a financial advisor at United Advisors America with a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at VisaNotary, Alliance America, and held positions outside of the financial industry at Rally House and New Balance. He is also active as an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios that include mutual funds, ETFs, and select exchange-traded products. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning services.

Richard Follett is a financial advisor at United Advisors America with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. Outside of his advisory role, he serves as a Senior Vice President at UF Resources Corporation and works as an insurance agent for Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and primarily invests in mutual funds and ETFs.

Matthew Canton is a financial advisor at United Advisors America with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and First United Bank, among other firms. Outside of advisory work, he is involved with Alliance America Corporation, an insurance company. United Advisors America provides investment management services mainly to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios primarily consisting of mutual funds and ETFs.

Lucien Craig is a financial advisor with United Advisors America who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several firms, including LPL Financial and Level Four Advisory Services, and is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily employing mutual funds and ETFs.