Scottsdale, AZ 7333 E. Doubletree Ranch Road Office

Aaron Vettraino is a financial advisor with United Planners Financial Services of America, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at M. S. Howells & Co and The Vanguard Group, Inc. Outside of finance, he has been involved with AquaSafe Swim School for over a decade. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and other institutional clients. The firm uses a combination of custodians, third-party money managers, and platform programs to deliver mostly non-discretionary advisory services through independent representatives.

Andrea Nelson is a financial advisor with United Planners' Financial Services of America, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Eide Bailly Securities and Investor Securities Group. Outside of finance, she has been a Jazzercise franchisee and fitness instructor since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional investors. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based financial solutions through its network of independent advisors.

Daniel Parks is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Parks Wealth Management Inc., Independent Financial Group, LLC, and Entrust Financial Partners, LLC. He is also a referral partner for EstateDocs Pro, an estate planning service. United Planners Financial Services serves a diverse client base including 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 advisors.

Charles Lefkowitz is a CFP® with 55 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes roles in independent insurance and estate planning document preparation, as well as entrepreneurial activity as a greeting cards distributor. He is based in Chandler, AZ. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, 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 with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management.

Steven Cook is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes long tenures at Cue Financial Group, Securities America, PFG Advisors, and other firms. He is also a managing partner of Sparrow Financial, a marketing entity based in Glendale, AZ. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent investment adviser representatives and uses a combination of custodians and third-party money managers to implement client strategies, with a large portion of its assets under management held on a non-discretionary basis.

Thane Walton is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with United Planners since 2014. United Planners is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Tiffany Lum is a CFP® with 12 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior experience includes roles at OSAIC, PFG Advisors-RIA, Securities America, and Cue Financial Group. Outside of advisory work, she serves as president of Teal Tax Services PLLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a large network of independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a focus on largely non-discretionary asset management.

Dieter Bollmann is a CFP® professional with 25 years of experience in the financial services industry, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has held roles at Dundas Wealth Management LLC and First Financial Equity Corp, and is involved in independent insurance agency work. Outside of finance, he has longstanding involvement with the Arizona Center for Germanic Cultures and the German-American Chamber of Commerce West-Arizona Chapter. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, providing financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based investment options.

Michael Prahl is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has held roles at The 401(k) Solution, Dundas Wealth Management LLC, and First Financial Equity Corporation. Outside of advisory work, he serves as a facilitator for Financial Peace University at Emmanuel Lutheran Church. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm’s network of independent Investment Adviser Representatives offers advisory and brokerage services supported by multiple custodians and third-party managers, with a focus on non-discretionary assets and a limited-partnership ownership structure.

Linda Bradle is a financial advisor with United Planners Financial Services of America and holds a Series 63 designation. She has 28 years of industry experience, including prior roles at LPL Financial and independent consulting. Outside of finance, she has been a consultant for Arbonne International, a skincare and nutrition company, since 2012. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm supports independent advisors through a limited-partnership ownership structure and provides a range of custodial and third-party investment solutions.

James Toddy is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 designations. He has 30 years of industry experience and has worked at firms including Center Street Advisors, Inc. and Arete Wealth Advisors, LLC. In addition to his advisory roles, he is involved with Estate Documents Pro, licensing software for online estate document completion. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Carlee Hughes is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has five years of industry experience and has worked with United Planners and related entities since 2019. Outside of advising, she serves as an adult education instructor at Pima Community College. United Planners Financial Services is a national wealth-management firm with about $12.77 billion in assets under management and approximately 359 advisors. The firm serves a broad range of clients, including individual investors, retirement plans, corporations, and trusts, and offers advisory and brokerage services through independent Investment Adviser Representatives.

Gregory Collins is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Horner, Townsend & Kent, Penn Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, and Waddell & Reed. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent investment advisor representatives.

Dennis Rogers is a CFP®-credentialed financial advisor with 33 years of industry experience, currently affiliated with United Planners' Financial Services of America in Phoenix, AZ. His work history includes roles at Agape Insurance Partners, Inc. and Rogers & Kirby, Inc. Outside of his advisory work, he volunteers to facilitate Financial Peace University classes for church and community groups and is also an author. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Jonathan Michaels is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 credential and has previously worked at Ultra Financial Partners. Outside of his advisory role, he is the founder and CEO of 200+ Racing, LLC, a luxury lounge featuring Formula 1 racing simulators in Scottsdale, AZ. 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 an open-architecture platform with multiple custodians and third-party money managers.