Sidney, OH Office

Jordan Rethman is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has four years of industry experience and also works as an accountant specializing in tax preparation and bookkeeping. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients, including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Sarah Stammen is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has 10 years of industry experience and has previously worked with Avantax Advisory Services, Avantax Investment Services, Inc., and 1st Global Advisors, Inc. In addition to her advisory role, she is a shareholder and treasurer at McCrate, Delaet & Co, a CPA firm specializing in tax preparation and accounting. 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 independent investment advisor representatives.

Bradley Hoge is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Avantax Investment Services. He is also involved as a member of McCrate Wealth Management LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and other institutional clients. The firm offers advisory and brokerage services through independent representatives using a variety of custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Scott Steineman is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with United Planners Financial Services of America and has previously worked at Avantax Investment Services, 1st Global Advisors, and McCrate DeLaet & Company, where he remains an owner and shareholder of a tax preparation and accounting firm. Outside of advisory work, Steineman is involved with NSDW Properties, a real estate sales and property management business. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent advisors.

Kevin Schlarman is a financial advisor with United Planners' Financial Services of America, holding CFP® and Series 66 credentials and nine years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. He is also a shareholder at McCrate, DeLaet & Co CPA and serves as a board member of S&H Products, a community and civic organization in Sidney, Ohio. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Mark Hoge is a financial advisor at United Planners' Financial Services of America with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Avantax Advisory Services and 1ST Global Advisors, Inc. He is also a shareholder of the CPA firm McCrate, Delaet & Co. and serves as a board member of German Farmers Mutual Insurance Company. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, and institutional clients. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services primarily on a non-discretionary basis.