Medford, OR West 8th St Office

Avery Martin is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has one year of industry experience, including prior roles at Grown Rogue and Oregon Pacific Financial Advisors. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers a range of advisory and brokerage services through independent representatives and employs a mix of custodians and third-party money managers to deliver client solutions.

Jennifer Hamilton is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has three years of industry experience and previously worked at Oregon Pacific Financial Advisors, Inc. Outside of her advisory role, she is also licensed as a life insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors on an open-architecture platform utilizing multiple custodians and third-party money managers.

Royal Standley is a ChFC® and Series 66 credentialed advisor with 22 years of industry experience. He is affiliated with United Planners' Financial Services of America, where he has worked since 2009. Outside of his advisory role, he serves on the board of the Asante Foundation and is a trustee for the Oregon Shakespeare Festival Endowment. United Planners Financial Services serves a diverse client base including individuals, corporations, and charitable organizations, 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 with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management.

James Monroe is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Oregon Pacific Financial Advisors and Transamerica Financial Advisors, among others. Outside of finance, he serves as an assistant wrestling coach for the Medford Unified School District and hosts a non-financial podcast. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm operates through independent Investment Adviser Representatives and employs a primarily non-discretionary management approach.

Magen Fong is a CFP® with 19 years of experience in the financial industry and is currently associated with United Planners Financial Services of America as a Limited Partner. Prior to joining United Planners, she worked at Voya Financial Advisors for ten years and has also been involved in other ventures including online sales on platforms such as Poshmark and Etsy, as well as serving as a legal guardian and class facilitator for Dave Ramsey's Financial Peace University. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives, utilizing a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Richard Todd is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 18 years of industry experience and operates Richard S Todd Inc., a business entity used for non-investment-related purposes. He has also been associated with Oregon Pacific Financial Advisors, Inc. since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates as both a registered investment adviser and broker-dealer, utilizing an open-architecture platform with multiple custodians and third-party money managers to provide a range of financial planning, portfolio management, and brokerage solutions.