United Capital Financial Advisors

Samuel Schlesinger is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with United Capital Financial Advisors since 2017. Prior to joining United Capital, he was affiliated with the University of Arizona for three years. 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 supports customized investment strategies through a broad affiliate network and offers technology and sub-advisory services to independent advisors via its FinLife Partners platform.

Stacey Zwicker is a financial advisor with United Capital Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at United Capital Financial Advisors since 2010 and was previously with Cetera Advisor Networks LLC for one year. 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 asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.

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.

Trudy Turner is a CFP® and PFS™ with 13 years of experience in financial advising, currently with United Capital Financial Advisors in Frisco, TX since 2015. She also serves as an instructor in the Personal Financial Planning program at Southern Methodist University, teaching approximately fifty hours annually. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients, employing discretionary portfolio management with customizable strategies including ESG and faith-based options.

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.

Ryan Mcdonald is a financial advisor at United Capital Financial Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Willis Johnson & Associates, Inc. Ryan’s background also includes roles outside the financial sector, such as a position at Ace Entertainment. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts, with a platform that supports customized investment strategies and offers technology and consulting services to independent advisors.

Michael Jeans is a CFP® professional with 13 years of experience in the financial services industry. He has worked at United Capital Financial Advisors since 2019 and previously held roles at TD Ameritrade and Fidelity Brokerage Services. He is also the owner of Guided by Grace LLC, a counseling facility in Palm Beach Gardens, FL. United Capital Financial Advisors provides financial planning and investment management services nationwide 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 client-facing technology and ongoing monitoring.

Melissa Evans is a financial advisor with United Capital Financial Advisors in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Southwestern Investment Group, SageSpring Wealth Partners, Plunkett Wealth Team, Raymond James Financial Services, Eudaimonia Partners, Diversicare, and Wileybros Aintree Capital. 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 for ESG and faith-based preferences, along with client-facing technology and a variety of ancillary services.

Adam Nelson is a CFP®, CFA®, and Series 66-registered advisor with nine years of industry experience. He is currently with United Capital Financial Advisors and previously worked at BBJS Financial Advisors and BNY Mellon. United Capital Financial Advisors serves a diverse client base nationally, including individuals, corporations, retirement plans, and charitable organizations. 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 combination of internal and third-party research.

Anthony Andolino is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 66 designation and has previous work experience at the University of Arizona and Sandra Day O'Connor High School. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate or institutional accounts. The firm also offers sub-advisory and consulting services and supports other independent advisors through its technology and practice platform, FinLife Partners.

Frank Mazzuca is a financial advisor at United Capital Financial Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Apexium Financial LP and WealthFD, as well as academic appointments at Saint Joseph's University and St. Augustine Prep. 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 supports customized investment solutions and operates an affiliated network of legal, trust, lending, and advisory entities.

Chris Badciong is a financial advisor at United Capital Financial Advisors with 18 years of industry experience. He holds a Series 65 designation and has worked at United Capital Financial Advisors and Goldman Sachs & Co. during his career. 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 asset-allocation models developed by an Investment Policy Committee and offers portfolio customization, access to third-party managers, and client-facing technology tools.

Geoffrey Paul is a financial advisor with United Capital Financial Advisors who holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining United Capital in 2025, he spent nine years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is co-owner of the Griswold Inn, a hospitality business in Essex, CT, and serves as president of the Paul Foundation, a nonprofit organization. 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 institutional accounts. The firm offers a customizable investment platform that integrates United Capital-managed strategies, third-party managers, and separately managed accounts, supported by a broad affiliate network and affiliated non-standard businesses.

Christopher Villegas is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with United Capital since 2017. United Capital Financial Advisors provides financial planning and investment management services nationwide to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers.

Jared Schmidt is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, including prior roles at Goldman Sachs Asset Management and Goldman Sachs Private Wealth. United Capital provides financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s platform features customizable investment options and supports a broad affiliate network offering complementary legal, trust, lending, and referral services.