United Planners Named Finalist in Wealth Management Industry Awards

United Planners, a financial services firm, has been named a finalist in four categories for the upcoming 2026 Wealth Management Industry Awards. The nominations highlight the company's leadership and executive talent.

CEO Michael A. Baker is a finalist for CEO of the Year. Sheila Cuffari-Agasi, EVP, CRO, and General Partner, has been recognized as a finalist for Enterprise Executive of the Year. Additionally, Aaron Spradlin, Vice President and Chief Technology Officer, is a finalist for Chief Technology Officer of the Year.

The Wealth Management Industry Awards are a significant recognition event within the financial services industry, celebrating individuals and organizations for their contributions and innovations in wealth management.

United Planners' multiple finalist positions underscore its standing and the caliber of its executive team. The winners will be announced at a future ceremony.