Sheila June Cuffari-Agasi is listed as Executive Vice President at United Planners' Financial Services of America a Limited Partner on SEC Form ADV.
Form ADV reports a beneficial ownership band of Under 5%.
| Title | Executive Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
| Title | Shareholder |
| Ownership | — |
| Control person | No |
| Since | 2021 |