Sheila Cuffari-Agasi is a seasoned financial services executive and practicing advisor who serves as Executive Vice President, Chief Revenue Officer, and General Partner of United Planners Financial Services, as well as an Accredited Investment Fiduciary® (or AIF®) with nearly 30 years of industry experience. She is widely recognized for her forward-looking thought leadership in advisor independence, succession planning, and business continuity. Through her leadership, Sheila has consistently transformed complex industry challenges into practical, advisor-focused solutions that strengthen practice sustainability and improve long-term client outcomes. Her most significant recent contribution is the development and expansion of Legacy Exit & Acquisition Planning Strategies (L.E.A.P.S.), a comprehensive succession framework designed to help advisors proactively plan transitions, preserve enterprise value, and ensure continuity of client service.