Samuel Schlesinger is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with United Capital Financial Advisors since 2017. Prior to joining United Capital, he was affiliated with the University of Arizona for three years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies through a broad affiliate network and offers technology and sub-advisory services to independent advisors via its FinLife Partners platform.

Stacey Zwicker is a financial advisor with United Capital Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been with United Capital since 2010 and worked at Cetera Advisor Networks LLC from 2017 to 2018. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and operates an extensive affiliate network and technology platform to support both clients and independent advisors.

Julie Hanson is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and TIAA-CREF. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models and selected third-party managers, with capabilities for portfolio customization including ESG and faith-based preferences.

Trudy Turner is a CFP® and PFS™ with 13 years of experience in financial advising, currently with United Capital Financial Advisors in Frisco, TX since 2015. She also serves as an instructor in the Personal Financial Planning program at Southern Methodist University, teaching approximately fifty hours annually. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients, employing discretionary portfolio management with customizable strategies including ESG and faith-based options.

Joshua Meziere is a financial advisor with United Capital Financial Advisors in Seattle, WA, holding a Series 65 designation and 11 years of industry experience. He has worked at United Capital since 2018 and previously operated Meziere Advisors LLC, a health insurance agency, from 2014 to 2018. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate accounts. The firm offers a range of investment options and operates a technology and practice platform, FinLife Partners, to support independent advisors.

Ryan Mcdonald is a financial advisor with United Capital Financial Advisors and holds a Series 65 credential. He has two years of industry experience and previously worked at Willis Johnson & Associates, Inc. He has also held positions outside of financial services. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, offering a platform that supports customized strategies and access to alternative investments.

Michael Jeans is a CFP® professional with 14 years of industry experience, currently serving at United Capital Financial Advisors since 2019. He previously worked at TD Ameritrade and FIDELITY Brokerage Services LLC. Outside of his financial advisory role, he owns and manages Guided by Grace LLC, a counseling facility in Palm Beach Gardens, FL. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse range of clients, including individual, high-net-worth, retirement plan, and institutional accounts. The firm offers a broad affiliate network and supports customized investment strategies through its platform FinLife Partners.

Melissa Evans is a financial advisor with United Capital Financial Advisors in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Southwestern Investment Group, SageSpring Wealth Partners, Plunkett Wealth Team, Raymond James Financial Services, Eudaimonia Partners, Diversicare, and Wileybros Aintree Capital. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, along with client-facing technology and a variety of ancillary services.

Adam Nelson is a CFP®, CFA®, and Series 66-registered advisor with nine years of industry experience. He is currently with United Capital Financial Advisors and previously worked at BBJS Financial Advisors and BNY Mellon. United Capital Financial Advisors serves a diverse client base nationally, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and a combination of internal and third-party research.

Anthony Andolino is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 66 designation and has previous work experience at the University of Arizona and Sandra Day O'Connor High School. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate or institutional accounts. The firm also offers sub-advisory and consulting services and supports other independent advisors through its technology and practice platform, FinLife Partners.

Frank Mazzuca is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Apexium Financial LP and WealthFD, as well as academic appointments at Saint Joseph's University and St. Augustine Prep. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates an affiliated network of legal, trust, lending, and advisory entities.

Chris Badciong is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds a Series 65 designation and has worked at United Capital Financial Advisors and Goldman Sachs & Co. during his career. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, and charitable organizations. The firm employs asset-allocation models developed by an Investment Policy Committee and offers portfolio customization, access to third-party managers, and client-facing technology tools.

Geoffrey Paul is a financial advisor with United Capital Financial Advisors who holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining United Capital in 2025, he spent nine years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is co-owner of the Griswold Inn, a hospitality business in Essex, CT, and serves as president of the Paul Foundation, a nonprofit organization. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform that integrates United Capital-managed strategies, third-party managers, and separately managed accounts, supported by a broad affiliate network and affiliated non-standard businesses.

Christopher Villegas is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with United Capital since 2017. United Capital Financial Advisors provides financial planning and investment management services nationwide to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers.

Jared Schmidt is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, including prior roles at Goldman Sachs Asset Management and Goldman Sachs Private Wealth. United Capital provides financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s platform features customizable investment options and supports a broad affiliate network offering complementary legal, trust, lending, and referral services.

Robert Brown is a CFP® with 16 years of experience in the financial services industry. He is currently with United Capital Financial Advisors and has previously worked at Integrity Alliance, Private Client Services, and Apexium Financial, among others. Brown also holds licenses to sell life, health, and annuity insurance products and is involved as an insurance producer with M Financial Group. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through a broad affiliate network and offers sub-advisory, consulting, and technology services to independent advisors.

Daphne Hu is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She has been with United Capital Financial Advisors since 2013. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization including ESG and faith-based preferences.

Timothy Long is a CFP® with 18 years of industry experience and has been with United Capital Financial Advisors since 2015. He holds Series 63 and Series 65 licenses and is based in Little Rock, AR. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers.

Brian Frack is a CFP® with 12 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds the Series 66 designation and is based in Larkspur, CA. Outside of his advisory role, Frack serves as a trustee for the Deborah Robinson Third Party Special Needs Trust, acts as a minister performing occasional speaking engagements and ceremonies, and is the treasurer of the US Naval Academy Alumni Association. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth households, retirement plans, and institutional clients. The firm offers a range of services including sub-advisory and consulting, supported by a technology platform that facilitates customized investment solutions and extensive affiliate networks.

Charles York is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining United Capital Financial Advisors in 2022, he worked at BNYM Securities Corporation, BNY Mellon, and Bessemer Investor Services. York is also an adjunct professor of finance at George Mason University, where he teaches finance courses. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to a range of investment strategies.