United Advisor Group

Terrence Heil is a financial advisor with United Advisor Group in Wickliffe, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including Wells Fargo Advisors and Westpoint Wealth Management. Outside of financial advising, he co-hosts a sports podcast covering high school and college events. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, family office services, and financial education. The firm uses a combination of proprietary model portfolios, custom accounts, and third-party managers with a range of analytical and asset allocation strategies.

Robbie Beucler is a financial advisor with United Advisor Group in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is the owner of StratSync, LLC and a member of RBRC Farms, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset allocation approaches.

Nathan Sorensen is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and eight years of industry experience. He also serves as president of Sorensen Financial, PLLC, a small accounting firm where he prepares tax returns and provides bookkeeping and consulting services. Sorensen has worked with multiple firms, including Insight Wealth Management and SCF Investment Advisors. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, and family office services, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Craig Lipniskis is a CFP® professional with 19 years of industry experience, currently with United Advisor Group. His prior roles include positions at LPL Financial, Private Advisor Group, Horter Investment Management, and Fidelity Brokerage Services. He has also managed property operations for Destin Flyers Ohio, LLC. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a range of investment approaches including proprietary model portfolios and custom-traded accounts tailored to client needs.

Howard Rightsell is a financial advisor at United Advisor Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and INVEST Financial Corp. He is also the owner of Rightsell & Company, LLC, an insurance sales business he has operated since 1983. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended third-party money managers.

Simon Joseph is a financial advisor with United Advisor Group who holds Series 65 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at LPL Financial LLC, Momentum Independent Network, Truist Investment Services, BB&T Securities, and Morgan Stanley. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial and retirement planning, and family office services. The firm employs a range of investment approaches including proprietary model portfolios, custom-traded accounts, and third-party money managers.

Francisco Salas is a financial advisor with United Advisor Group, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Golden State Equity Partners, ASC Wealth Management, and Legacy Wealth Management. He is also involved in the sale of life insurance products. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, and family office services, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Kathy Banyas is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at LPL Financial, Momentum Independent Network, Truist Investment Services, and Scott & Stringfellow. Banyas is also a commissioned notary in Virginia. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset-allocation approaches.

Christopher Tasik is a CFP® with 20 years of experience in the financial services industry. He is currently with United Advisor Group and has previously worked at BFC Planning, Securities Management & Research, H. Beck, and Cambridge Investment Research. Outside of his advisory work, he is active in community and nonprofit organizations, serving as treasurer for the Kiwanis of Nashville Foundation and holding leadership roles in local neighborhood associations. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisors, offering investment management, financial planning, family office services, and financial education. The firm employs a range of portfolio management strategies, including proprietary model portfolios and customized accounts.

Gary Williams is a CFP® with 36 years of industry experience, currently serving as a financial advisor at United Advisor Group since 2023. He previously worked at Crown Capital Securities, LP for 18 years and has been employed as a registered respiratory therapist at TriHealth since 2003. In addition to his advisory role, he is also an independent insurance agent. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, family office services, and financial education. The firm utilizes proprietary model portfolios, custom accounts, and third-party managers, employing a combination of fundamental, technical, and strategic asset-allocation approaches.

Jeremy Ftacek is a financial advisor with United Advisor Group and holds a Series 66 designation. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and Invest Financial Corp. He is also a founding partner and investment advisor representative of Ftacek Financial Services, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Lydia Stephens is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 20 years of industry experience, having previously worked at Osaic Wealth, Inc., American Portfolios Advisors, American Portfolios Financial Services Inc., and NEXT Financial Group, Inc. Outside of her advisory role, she is involved in an independent insurance business under the name BHT Wealth Management. United Advisor Group serves a diverse client base including individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services such as discretionary and non-discretionary investment management, financial and retirement planning, and family office services, using proprietary model portfolios and a variety of investment strategies.

Dionicio Trevino is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at NEXT Financial Group for 10 years and has been involved with Baker Trevino Insurance for over 20 years. Outside of his advisory role, he is also active in the insurance sector as a commercial lines agent and offers prepaid legal and identity theft products. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm provides a range of services including investment management, financial and retirement planning, and family office services, utilizing proprietary model portfolios and a variety of trading strategies tailored to client needs.

Steven Klimke is a financial advisor with United Advisor Group and holds a Series 65 designation. He has experience in mortgage planning and loan referral alongside his advisory role. Klimke has worked in mortgage-related positions at several firms, including Nexa Mortgage and Amerifirst Financial, and has a background in local government with the City of Mesa. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers a range of investment management and financial planning services, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Sydney Johnson is a financial advisor with United Advisor Group and holds a Series 65 license. Johnson has four years of industry experience and has worked with firms including Ash Creek Financial Advisors LLC and Sorensen Financial. Outside of advisory roles, Johnson is involved in tax preparation and bookkeeping services as well as independent insurance agency activities. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and recommended third-party money managers.