Mt. Juliet, TN Office

David Rhodes is a CFP® and ChFC® with 36 years of industry experience. He is currently with United Planners Financial Services of America and has held prior roles at SCF Investment Advisors, SCF Securities, and Parkland Securities. Rhodes serves as Secretary of the Mt. Juliet Noon Rotary and President of Celebration Lutheran Church, both community organizations in Mt. Juliet, TN. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

Jayson O'Connor is a CFP® with six years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior work includes roles at SCF Securities, Kraft Asset Management, and Independent Financial Group, as well as service in the US Navy. He is also involved in fixed insurance sales in Mount Juliet, TN. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement services through an open-architecture platform with multiple custodians and money managers. The firm operates as both a registered investment adviser and broker-dealer with a network of 477 independent advisors.

Laura Sydenstricker is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at SCF Investment Advisors, SCF Securities, and Mount Juliet Advisors. Outside of advising, she has experience in fixed insurance sales and manages operations for Mt. Juliet Advisors as a marketing entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm employs a mix of custodians and third-party managers, focusing primarily on non-discretionary asset management across individual, retirement, corporate, and institutional clients.