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Michael S

Series 66

Boise, ID

UBS Financial Services

Michael Spiedel is a financial advisor with UBS Financial Services in Boise, ID, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has a personal ownership interest in agricultural land in North Dakota that he rents to a local farmer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management offerings.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Nicholas H

Series 63, Series 66

Boise, ID

UBS Financial Services

Nicholas Harris is a financial advisor with UBS Financial Services in Boise, ID, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at UBS since 2017 and previously at Clearwater Analytics. Harris serves on the Board of Directors for the American Red Cross of Greater Idaho and is a board member of the family-owned Burgdorf Hotsprings. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jackson C

Series 66

Boise, ID

UBS Financial Services

Jackson Cummins is a financial advisor at UBS Financial Services in Boise, ID, holding a Series 66 designation. He joined UBS Financial Inc. in 2025 and transitioned to UBS Financial Services Inc. in 2026. Prior to his advisory role, he worked at Glanbia Nutritionals and held teaching positions at The College of Idaho, Kimberly High School, and Kimberly Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kevin W

Series 66

Boise, ID

UBS Financial Services

Kevin Wang is a financial advisor with UBS Financial Services in Boise, ID, holding a Series 66 designation and 12 years of industry experience. He has worked at UBS since 2013 and is also involved as a swim coach with the Treasure Valley YMCA. Outside of advising, he serves on the board of directors for Collister Church, contributing to community and program decisions. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, offering fee-based financial planning, portfolio management, and access to a wide range of investment products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and models to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Nicholas C

Series 66

Boise, ID

UBS Financial Services

Nicholas Cummins is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at The College of Idaho, College of Southern Idaho, and Kimberly High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kristina O

Series 63, Series 65

Boise, ID

UBS Financial Services

Kristina Owsley is a financial advisor at UBS Financial Services with 39 years of industry experience. She has held her current position since 2009. Her credentials include Series 63 and Series 65 licenses. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Sydney B

Series 66

Boise, ID

UBS Financial Services

Sydney Barker is a Series 66 licensed financial advisor with UBS Financial Services in Boise, ID, where he has worked since 2022. He has three years of industry experience and prior work experience outside finance includes roles at Depot Cafe and Postmates. Barker is also the proprietor of Joy Captures LLC, a photography business involved in photoshoots, galleries, and selling photographs. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client portfolios.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kirsten J

Series 66

Boise, ID

UBS Financial Services

Kirsten Jensen is a Series 66 licensed financial advisor at UBS Financial Services with four years of industry experience. She has worked at McConnell Financial Advisors and has a diverse background that includes roles at several fitness and arts organizations such as Pure Barre and Ballet Idaho Academy. Outside of finance, she has been involved in fitness instruction and arts education. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including portfolio management, financial planning, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Adam O

Series 63, Series 65

Boise, ID

UBS Financial Services

Adam Olivas is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Arcqos, LLC, The Gryphon Group, and Acell Industries Ltd. Outside of advising, Olivas owns and operates a global outdoor travel consultancy focused on hunting brokerage, along with several related businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Alan W

Series 63, Series 65

Boise, ID

UBS Financial Services

Alan Watson is a financial advisor with UBS Financial Services in Boise, ID, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies tailored to clients’ goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Cade T

Series 66

Boise, ID

UBS Financial Services

Cade Truscott is a Series 66 licensed financial advisor at UBS Financial Services with two years of industry experience. He has held various roles including positions at Boise State University and Crane Creek Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm’s platform integrates institutional trading capabilities with wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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