Mary Bennett is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMORGAN Securities LLC and JPMorgan Chase Bank NA before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market strategies.

Timothy Dod is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Otis Pollard III is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved with an independent production team associated with Netflix, providing a residence for filming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lindsay Belton Paugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves as Chair of the Finance Committee at the First Church of Christ Scientist in Atlanta, where she assists with annual budgeting and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Jack Delgado is a Series 66 licensed financial advisor with UBS Financial Services in Atlanta, GA, bringing four years of industry experience. Prior to joining UBS in 2021, he held positions at Green Square Wealth Management and was employed at Cherokee Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor plans to client goals.

Hayley Byrne is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021, with prior experience at Baird. She also has a background in education, having worked at the University of Georgia and Sacred Heart Academy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Brent Lane is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services.

Madison Schroeder is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation. Madison has worked at UBS since 2024 and has prior experience in education at The University of Georgia and The Lovett School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Justin Pugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Laura Wellon is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, she serves on the board of TVS Design, an architecture firm, and is president of the Atlanta chapter of the Exit Planning Institute. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor client plans. The firm offers both wealth management and institutional trading capabilities.

Thays Pires is a financial advisor with UBS Financial Services who holds the Series 66 designation and has 13 years of industry experience. Prior to joining UBS in 2021, Thays worked for Morgan Stanley Private Wealth Management from 2011 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Ian Roth is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at Goldman Sachs for seven years and SunTrust Robinson Humphrey for three years. He holds the Series 65 and Series 63 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Bradley Roberts is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with UBS since 2015. Roberts serves on the Board of Advisors for the Duke University Brain Tumor Program, contributing to brain tumor research and awareness. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

John Lindsey is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank and JPMorgan Securities. Outside of his advisory role, he serves as Treasurer for the Loring Heights Neighborhood Association in Atlanta, managing payments and neighborhood upkeep initiatives. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocation to tailor investment plans. The firm also provides custody, underwriting, and capital markets services alongside wealth management.

Alex Elmore is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, customized investment solutions across a broad platform.

Carrie Viberg is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Robert Karem Jr. is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with UBS Financial Services since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Thomas Schaefer is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform to support client goals.

Jeffrey Lewis is a financial advisor at UBS Financial Services with 22 years of industry experience. He previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, and J.P. Morgan Trust Company. He is a partner at Three Amigos Venture Holdings, LLC, a partnership investing in private companies and diversified funds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

William Hyde is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and 65 licenses and possessing 48 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the Finance Committee of the Presbytery of Greater Atlanta, assisting the Presbyterian Church with organizational financial matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Sarah Flaman is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client plans.

Veronica Utt is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase in various roles from 2017 to 2025. Before entering the financial industry, she was involved in education with Fulton County Schools and Mathnasium: The Math Learning Center. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Steve May is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. His prior experience includes a 12-year tenure with JPMorgan Chase Bank and J.P. Morgan Securities Inc. He is a partner in the investment-related entities Three Amigos Capital, LLC and Three Amigos Venture Holdings, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines wealth management with institutional trading capabilities and offers a wide range of capital markets services.

John Thombley Jr. is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS Financial Services since 2008 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Haden Pennington is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation. He joined UBS in 2025 after completing his education and previous roles at The University of Alabama and The Westminster Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor client solutions.

John Mc Colskey is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Prior to joining UBS in 2020, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2015 to 2020. Outside of his advisory role, he serves as co-trustee of several family trusts. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform that includes research from its Chief Investment Office and UBS Global Research.

William Taff is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 2004 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and research-driven strategies.

Andrew Flood is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Crestline Summit and Vineyard Vines, as well as having a background that includes academic roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market models and research to tailor financial plans and portfolio management.

Amy Tyrrell is a financial advisor at UBS Financial Services in Atlanta, GA, with 24 years of industry experience. She holds a Series 63 designation and has been with UBS since 2015. Outside of her advisory work, she teaches standup paddleboard yoga through her sole proprietorship, Atlanta Sup Yoga. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor client plans.

Patience Rubyor is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at JP Morgan Securities LLC from 2015 to 2023 before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment solutions.

James Broyd is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Thomas Mains is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA for 11 years. He holds Series 63 and Series 65 credentials and is based in Atlanta, GA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

William Mc Colskey is a financial advisor at UBS Financial Services with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Truist Securities, Angel Oak Capital Advisors, and Springbot. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Jettie Portwood Letson is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Jeremy Mykulak is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.