During Joe's tenure as the business leader at GE Private Asset Management and Centurion Capital, he created valuable firms with nationwide coverage, built unique investment solutions and consummated many multi-million-dollar acquisitions. Joe has actively raised capital from three private equity funds (Grail Partners, LLC, Putnam Lovell Partners and Bessemer Venture Partners) to invest, among these firms, over 45 million dollars of capital.

Joe holds the Chartered Financial Analyst designation and received MBA degrees from Columbia University in New York and the University of California at Berkeley. He did his undergraduate work at Saint Louis University earning a BS in Finance and Marketing.

He is the author of two nationally published books: Start It, Sell It and Make a Mint: 20 Wealth Creating Secrets for Business Owners (Wiley and Sons, 2004), and The First Time Investors Workbook (McGraw Hill, 2001). Joe is a frequent contributor to a wide variety of media outlets, including CNBC, Bloomberg TV and radio, CNNfn and dozens of radio shows. His articles have appeared in over a hundred magazines and he has been featured on numerous websites.

Mr. Roth spent more than seven years at AssureNet, in leadership positions in marketing, sales, operations, corporate development and capital formation. Prior to that, Mr. Roth spent two years managing the brokerage and bank business channels for E-Z Data, Inc., a major provider of contact management and practice management solutions for financial services professionals.

Mr. Roth holds MBA degrees from the Columbia University Business School in New York, New York and the University of California at Berkeley, Haas Business School in Berkeley, California. He earned a BA in History, cum laude, from Columbia College, Columbia University.

Mr. Capelle earned an MBA at the Massachusetts Institute of Technology, Sloan School of Management in Cambridge, Massachusetts, where he also graduated with an MS in Electrical Engineering and Computer Science. He has a BS in Computer Engineering from the University of Illinois in Urbana, Illinois, and has passed the NASAA Series 65 Investment advisor Law exam.

Ms. Westman previously served for ten years as corporate secretary, director of compliance, and regulatory compliance consultant for Centurion Capital Group Inc., parent to Centurion Capital Management Corp. and Centurion Trust Company, a privately held professional asset management firm with more than $2 billion of client assets under management at that time. Centurion Capital Group consisted of six affiliated corporations including investment management and a trust company. In this capacity, Ms. Westman was responsible for corporate governance and Investment advisor Act regulatory compliance. She also served on the acquisitions and due diligence teams and acted as chief liaison with all outside corporate, securities and ERISA counsel. After Centurion was acquired by GE Financial Assurance Holdings, Inc. in 2001, Ms. Westman served as a consultant for investment advisory regulatory compliance and corporate governance matters to GE Private Asset Management, Inc. (now Genworth Financial Asset Management, Inc.) and GE Financial Trust Company (now Genworth Financial Trust Company).

Ms. Westman holds an MA in Secondary Education/Art and English endorsements and a BA in English and Writing, both from Drake University in Des Moines, Iowa. She also holds FINRA Series 7, 24, and 63 securities licenses and the NASAA Series 65 Uniform Investment advisor Law Exam.

Todd earned a Bachelor of Arts degree in Economics from San Diego State University. He is currently a Level II CFA^® Candidate, and also holds FINRA Series 6 licensing. In his spare time Todd enjoys fitness, music, and American cinema.

Wayne has been in the investment management and consulting field since 1988, and his prior experience includes nine years as director of manager research for LPL Financial Services and as a senior investment management analyst for The Smith Barney Consulting Group. He has done extensive research in the areas of investment performance attribution, risk management, and asset allocation modeling. Wayne earned a BS in Business Administration and Economics from the University Of Delaware and is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Accredited Investment Fiduciary (AIF). He is a member of the Association for Investment Management and Research and the Boston Security Analysts Society.

Prior to joining United Capital, Dana was a Vice President at Grail Partners LLC, a Boston-based merchant banking firm focused exclusively on the financial services and financial technology sectors. He participated in all aspects of Grail's private equity and investment banking businesses, including sourcing, analyzing, executing and monitoring transactions. Mr. Kurttila was a Board Observer for several portfolio companies including United Capital and Munder Capital Management.

Prior to Grail, Mr. Kurttila was an Associate at Conning Capital Partners in Connecticut, a private equity firm with more than $500 million of capital. Prior to Conning, Dana was an Investment Banking Analyst at Putnam Lovell NBF in New York.

Mr. Kurttila earned a BS in finance, summa cum laude, from Fairfield University. He was awarded the Dolan School of Business Finance award as the top graduating senior in finance. Dana also completed the Honor's program at Fairfield.

Mr. Brinker managed a team dedicated to providing marketing, operations, personnel and growth strategies to alternative investment managers. Prior to that, Mr. Brinker was a registered marketing associate for Citigroup/Smith Barney where he provided prime brokerage solutions, enhanced leverage, institutional sales coverage and capital introduction to emerging hedge fund managers in conjunction with teams in San Francisco and New York City. Prior to joining Citigroup/Smith Barney Mr. Brinker was a junior investment advisor for J. Daniel Brinker & Company; a Denver, Colorado based investment advisory firm that services high net worth individuals nationally.

Mr. Brinker holds a BA in Economics and Minor in Finance from the University of Colorado, Boulder and obtained his MBA from University of California, Irvine Paul Merage School of Business.

Prior to joining United Capital, Alexia worked in the Library and Office Furnishings industry, as an assistant project manager.

She is currently pursuing her Bachelor's Degree in Business. Alexia enjoys reading, the outdoors, and independent films.

Prior to joining UCFA, Mr. Ciucci was a partner in the firm of Bommarito & Associates, Inc. (formerly Bommarito, Ciucci & Associates, Inc.), a comprehensive financial planning and advisory practice and franchise of American Express Financial Advisers, Inc., which managed a total of $350 million in client assets. Mr. Ciucci's experience also includes fifteen years in field management with American Express Financial Advisers, Inc., with a final position of Divisional Vice President in charge of field operations in the Greater Michigan Division.

Mr. Ciucci is a Certified Financial Planner^TM.

Katie previously served as a client relationship manager for Signature Estate and Investment Advisors. She was an instructor at California State University, Long Beach teaching Public Speaking, Interpersonal Communication and Small Group Communication. She received her MA in Speech Communications with an emphasis in Social Science Research from California State University, Long Beach in 2005. She received her BA in Speech Communications from California State University, Long Beach in 2003. She is FINRA Series 7 licensed.

Katie is an avid UCLA Football fan due to her husband Ryan being an alumnus. They are season ticket holders and look forward to the football season every year. She also enjoys traveling internationally and has recently visited Greece and China.

His previous firm, Financial Synergies Advisory in Houston, Texas, was the first acquisition of United Capital. He specialized in working with oil and energy executives and retirees, small business owners, and other professionals. Brandon also worked with United Capital as it partnered and transitioned two other Houston area firms; Stabil Capital Management and Financial Synergies Retirement Advisers. Prior to Financial Synergies Advisory, Brandon worked for a prominent Houston trust company.

Brandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning. He is a Certified Financial Planner^TM Practitioner and has been recognized by Reuters AdvicePoint as one of the "Top 25 Advisers" in the Los Angeles/Orange County area and one of the nation's "Top Advisors Under 40". His previous firm, Financial Synergies Advisory, was recognized numerous times by Bloomberg/Wealth Manager as one of the top wealth management firms in the country. He has been interviewed by media outlets such as SmartMoney, Money Magazine, Investment News, and the Journal of Financial Planning.

An avid golfer and former collegiate baseball player, Brandon lives in Newport Coast with his wife, Shelby, and their golden retriever, Webster.

Prior to joining United Capital, Emily was the Wealth Plan Design Specialist at Carson Wealth Management Group in Omaha, Nebraska. While working at Carson Wealth, she was responsible for the development, design, coordination, and education of the Financial Planning Division of the Enhanced Services Team.

Emily graduated from Texas Tech University with a BS in Personal Financial Planning. Emily enjoys volunteering her time as a mentor to young women preparing to enter the professional world. She also loves hiking across Texas with her husband, John.