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.

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.

Adam Nelson is a CFP®, CFA®, and Series 66 credentialed financial advisor based in Seattle, WA, with 10 years of industry experience. He has worked at United Capital Financial Advisors since 2024, following seven years at BBJS Financial Advisors, six years at BNY Mellon, and one year at Edward Jones. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual households, high-net-worth clients, retirement plans, and institutional accounts. The firm offers extensive customization options and operates a broad affiliate network, supporting a variety of investment strategies and additional legal, trust, and lending services.

Jason Bremer is a CFA® charterholder with 22 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. United Capital employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences, supported by proprietary client technology and both internal and external research.

Shari Burns is a CFA® charterholder and holds a Series 65 license with 34 years of industry experience. She has been with United Capital Financial Advisors since 2012. Based in Seattle, WA, Burns has worked primarily within enterprise-level advisory firms. 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 customized strategies, client technology, and access to third-party managers.

Catherine Humbert is a CFP® and CFA® with 22 years of industry experience. She has been with United Capital Financial Advisors since 2012. Humbert serves on the Investment Committee of the YWCA, providing oversight for the nonprofit’s investments. United Capital Financial Advisors offers national financial planning and discretionary investment management to individual and high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolios, including ESG and faith-based options, and provides technology and sub-advisory services to independent advisors through its FinLife Partners platform.

Gary Mitchell is a CFA® charterholder with 30 years of industry experience. He has been with United Capital Financial Advisors since 2012. The firm provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. United Capital employs discretionary portfolio management with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports its services with proprietary technology and research.

Ryan Ingram is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He has worked at United Capital Financial Advisors since 2020 and previously held roles at MBSC Securities, BNY Mellon, Schwab Wealth Advisory, Charles Schwab, Wells Fargo Clearing, and MICG Investment Management. Ryan is based in Seattle, WA. 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’s investment teams utilize client-specific financial plans and offer customizable options, including ESG and faith-based portfolios, supported by an extensive affiliate network and a technology-driven platform.