Seneca, PA Office

Joseph Shields is a Series 66 licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2025. Prior to this, he held positions at OneAmerica Securities and American United Life and has a background that includes education roles. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Reese Stiller is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has five years of industry experience, including prior roles at OneAmerica Securities and American United Life. Outside of his advisory work, Stiller is involved in several business ventures, serving as president of multiple entities related to consulting, insurance, and accounting services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and uses a variety of custodians and third-party money managers to implement client strategies, with a significant portion of assets managed on a non-discretionary basis.

Elijah Busch is a financial advisor with United Planners' Financial Services of America, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at OneAmerica Securities, American United Life, and Western and Southern Life, among others. In addition to advisory work, he is involved as vice president in several non-investment related businesses, including an accounting firm and an entertainment company. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisors through a limited-partnership ownership structure and formal transition assistance programs.