Custodial Strategic Partners Include: TD Ameritrade, Charles Schwab, Pershing Advisor Solutions, Pershing LLC, Fidelity Institutional, Trust Company of America Technology Strategic Partners Include: Contact Partner Development for a consultation on how open architecture can be of value to you and your clients. 800-966-8737 United Planners Financial Services 7333 E. Doubletree Ranch Road, Suite 120 Scottsdale, AZ 85258 www.UnitedPlanners.com 9 .