Voorhees, NJ 701 White Horse Road Office

Thomas Schulgen 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 and has been involved with Haddon Agency LLC since 2009. Outside of his advisory role, he is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, 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 a network of 477 independent advisors.

Peter Colicchia is a financial advisor with United Planners Financial Services of America and holds Series 65 and Series 66 credentials. He has nine years of industry experience, having previously worked at firms including Allianz Global Investors and Baron Capital. 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 money managers, offering both fee-based and commission-based solutions through a network of independent advisors.

Keith Herman is a Series 66-registered financial advisor with 20 years of industry experience. He has been with United Planners' Financial Services of America since 2017 and previously worked at Summit Brokerage Services. Outside of his advisory role, he is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

David Chalmers is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with firms including Summit Brokerage Services and has been a public notary since 2017. He is also principal at Haddon Agency LLC and managing partner of Haddon Financial Solutions. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians, third-party managers, and platform programs to implement client strategies.