Todd Mcdonald is a CFA® charterholder currently with United Capital Financial Advisors, where he has worked since 2025. He has prior experience at Apexium Financial LP and WealthSpire Advisors, totaling over 12 years in the financial industry. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization options, supported by proprietary technology and a range of affiliated services.

Thomas Dickey is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at firms including Apexium Financial LP, Corient Services LLC, Inverness Counsel, LLC, and Altfest Personal Wealth Management. 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 employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by client-facing technology and a platform for other advisors.

Edwin Sze is a financial advisor at United Capital Financial Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining United Capital, he worked at Goldman Sachs in both New York and Singapore from 2016 to 2023, and has experience with CVE Holdings LLC and New York University’s Leonard N. Stern School of Business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual and institutional clients, offering discretionary portfolio management and customized strategies including ESG and faith-based options. The firm utilizes both internal and third-party asset allocation models and supports clients with proprietary technology and comprehensive reporting.

Laurie Samay is a CFP® professional with eight years of industry experience. She currently works at United Capital Financial Advisors and previously held roles at Apexium Financial LP and Palisades Hudson Financial Group LLC. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. 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 range of affiliated services.