Joshua Durant is a financial advisor at United Capital Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for seven years. 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. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform FinLife Partners, which also serves independent investment advisors.

Garth Scrivner is a CFP® with 24 years of industry experience, currently serving at United Capital Financial Advisors since 2015. He holds a Series 63 license and is based in Albuquerque, NM. Outside of his advisory role, he serves as the Investment Committee Chair at All Faiths, an educational institution, where he oversees the organization's endowment. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customizable strategies, including ESG and faith-based options, supported by proprietary technology and a range of affiliated services.

Sara Prada is a CFP® professional with 12 years of experience in financial advising. She has been with United Capital Financial Advisors since 2015. 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. The firm offers customized investment solutions and supports other independent advisors through its technology and practice platform, FinLife Partners.