Irving, TX E John Carpenter Frwy Office

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.

Cory Chmelka is a CFP® professional with 10 years of industry experience, currently serving as an advisor at United Capital Financial Advisors. His prior experience includes roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. He is also licensed as an insurance agent for life, health, and annuity products and maintains ownership interests in related financial and insurance entities. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals and institutional accounts. The firm’s approach integrates customized asset allocation and access to a broad range of investment strategies, supported by a platform that includes technology services and an extensive affiliate network.

Matthew Marcello is a CFP® licensed financial advisor with 19 years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at Apexium Financial LP, Purshe Kaplan Sterling, and owns Soundwatch Capital, LLC and Capstone Wealth Management, LLC. He also holds insurance licenses in life, health, and annuity lines and is involved with M Financial Group as a life insurance producer. United Capital Financial Advisors provides national financial planning and discretionary investment management services to individuals, high-net-worth households, retirement plans, and institutional clients. The firm supports customized investment strategies and operates a technology platform, FinLife Partners, which assists independent advisors while maintaining a broad affiliate network that includes legal and trust services.

Jordan Stefanov is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Girard Securities and Farther Financial Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other 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, supported by proprietary technology and access to third-party managers.

Jacob Hood is a financial advisor at United Capital Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Keller Williams and Connor's Steak & Seafood. 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 with asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and reporting tools.

Jonathan Graham is a financial advisor at United Capital Financial Advisors in Irving, TX, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lion Street Financial, Equitable Advisors, AXA Advisors, Nift Networks, and Edward Jones. Outside of finance, he has experience in the entertainment sector, having worked at Moviehouse & Eatery. 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 supports customization through its platform FinLife Partners and offers access to a wide range of investment options, including ESG and faith-based portfolios.