As Chief Technology & Security Officer at United Planners, Aaron Spradlin leads the United Planners Financial Services’ technology strategy at the intersection of AI, data integrity, cybersecurity, and advisor enablement. He is responsible not just for implementing technology, but for determining what is worth deploying in a regulated wealth environment. Aaron has shaped a firmwide AI strategy grounded in controlled data, secure architecture, regulatory awareness, and real operational value. He works across business, operations, compliance, and technology teams to ensure AI is embedded into workflows, not treated as a standalone tool. By focusing on usability, governance, and advisor independence, he has positioned United Planners to adopt AI in a way that is responsible, scalable,