Chillicothe, OH Office

Kristian Annunziata is a financial advisor with United Planners' Financial Services of America and holds a Series 65 designation. Annunziata has zero years of industry experience but previously worked at Skadden, Arps, Slate, Meagher & Flom and served seven years in the United States Air Force. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering advisory and brokerage services primarily through independent Investment Adviser Representatives.

William Barber is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at United Planners since 2018 and previously at Justice Financial Services Inc. from 2018 to 2022. Outside of his advisory role, he is a co-owner of Barber & Annunziata Wealth Management LLC, a pass-through LLC for tax purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers and is notable for its largely non-discretionary asset mix and limited partnership ownership structure.