Newport Beach, CA Office

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.

James Rivers Jr. is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied, Lion Street Financial, and Integrity Alliance, LLC. Outside of his advisory work, he is a 50% owner of SEEK LLC, a health coaching business operated by his wife. United Capital Financial Advisors provides nationwide financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management with access to third-party managers and internally managed models, along with customized solutions including ESG and faith-based preferences.

Nichole Horton is a financial advisor with United Capital Financial Advisors in Newport Beach, CA. She holds the ChFC® designation and has 21 years of industry experience. Her prior roles include positions at Integrity Alliance, LLC, Lion Street Financial, CETERA Advisor Networks LLC, and Girard Securities. Horton also oversees the compliance program for an insurance agency associated with her firm. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform and operates affiliated services such as legal, trust, lending, and technology support for other independent advisers.

Stephanie Arnold is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 license and 10 years of industry experience. She has held previous roles at Goldman Sachs, JPMorgan Chase, and The AYCO Company. Her current affiliations include Integrity Alliance, Lion Street Financial, and United Capital Financial Advisors. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform FinLife Partners, which also assists independent advisors.

James Olmore is a CFP® with 20 years of experience in financial advising. He has been with United Capital Financial Advisors since 2016 and previously worked at Mariner Wealth Advisors from 2014 to 2016. 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 manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to both internal and third-party investment strategies.