Anthony Carpita is a CFP® with 32 years of industry experience, currently affiliated with United Capital Financial Advisors. His work history includes roles at Integrity Alliance, LLC, Lion Street Financial, United Capital Financial Advisers, LLC, and Irongate International, LLC. United Capital Financial Advisors provides national financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customized solutions such as ESG and faith-based investing, supported by proprietary technology and a range of ancillary services.

Theodore Baker is a financial advisor with United Capital Financial Advisors, holding Series 66 and Series 63 credentials and 21 years of industry experience. He has worked at firms including Irongate International LLC and Lion Street Financial. 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’s platform supports customized portfolio options and offers sub-advisory, consulting, and technology services to other investment advisors.