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Brian M
CFP®, Series 65
Indianapolis, IN
United Capital Financial Advisors
Brian Melvin is a CFP® with 22 years of industry experience and has been with United Capital Financial Advisors since 2015. He is licensed as an insurance agent for life, health, and annuity products through United Capital Risk Management. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationwide, serving individual investors, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized solutions including ESG and faith-based preferences.
Ryan R
Series 65
Indianapolis, IN
United Capital Financial Advisors
Ryan Roller is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 13 years of industry experience. He has been with United Capital Financial Advisors since 2015. 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 discretionary portfolio management with asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and research.
Aaron L
Series 65
Indianapolis, IN
United Capital Financial Advisors
Aaron Loomis is a financial advisor at United Capital Financial Advisors in Indianapolis, IN. He holds a Series 65 designation and has experience working for the U.S. Department of Labor in the Wage HR Division from 2009 to 2025. He joined United Capital Financial Advisors in 2025. 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, ongoing monitoring, and client-facing technology.
Harrison P
CFP®, Series 65
Indianapolis, IN
United Capital Financial Advisors
Harrison Powell is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with United Capital Financial Advisors since 2018, following roles at Budget Inks and East of Chicago Pizza Co. Powell is based in Indianapolis, IN. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by an extensive affiliate network and a technology platform that serves other independent advisors.
Duane W
Series 65
Indianapolis, IN
United Capital Financial Advisors
Duane Wimer is a financial advisor with United Capital Financial Advisors in Indianapolis, IN, holding a Series 65 designation and 23 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based preferences, and supports clients with technology and reporting tools.
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