Irving, TX E John Carpenter Frwy Office

Trudy Turner is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. She has been with United Capital Financial Advisors since 2015 and previously worked at RGT Wealth Advisors and Rench & Muir Financial Advisors Inc. Turner also serves as an instructor in the Personal Financial Planning program at Southern Methodist University. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts, with a platform that supports customized investment solutions and offers sub-advisory and consulting services.

Cory Chmelka is a CFP® with 10 years of industry experience and is currently with United Capital Financial Advisors. He has held roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. Outside his advisory work, he maintains ownership in Soundwatch Capital and holds insurance licenses for life, health, and annuity products. 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 offers a customizable investment platform and supports affiliated services such as legal, trust, lending, and technology solutions.

Matthew Marcello is a CFP® with 19 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. His prior roles include nine years at Apexium Financial LP and ten years at Purshe Kaplan Sterling. He is also an insurance agent licensed to sell life, health, and annuity products. 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 corporate or institutional accounts. The firm offers customized investment strategies and supports various portfolio options, including ESG and faith-based investments, while also providing technology and practice platforms for independent advisors.

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 with Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at Lion Street Financial and Equitable Advisors. He has also worked outside of finance in the entertainment sector at Moviehouse & Eatery. United Capital serves a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, offering financial planning and discretionary investment management. The firm provides a customizable investment platform with access to multiple strategies and alternative investments, supported by an extensive affiliate network and related service entities.

Scott Frantz is a CFA® charterholder and holds the Series 66 license, with 11 years of industry experience. He currently works at United Capital Financial Advisors and previously held roles at Capital Advisors, Inc., PricewaterhouseCoopers, LLC, and Merrill. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized asset allocation strategies and operates a technology platform that supports independent advisors and a broad affiliate network.