Kyle W. McGregor

United Planners' Financial Services of America LP provides full brokerage insurance and investment advice and services. The firm serves as intermediary brokers for securities, equities, fixed-income products, derivatives, and commodities. The company was founded in 1987 and is headquartered in Scottsdale, AZ.

Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.

National Farm Life Insurance Co. is a private company based in Fort Worth, TX and has subsidiaries in the United States.

Family Dynasty Advisors LLC is an investment management company that aims to achieve returns that outperform industry benchmarks. The private company is based in Lubbock, TX and was founded in 2018 by Michael David Caffey, who has been the CEO since 2018. The company's focus is on providing strategic investment management services to their clients.