Sharon Garza is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Donal Kasiri is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Based in Corpus Christi, TX, he has spent his career supporting clients through this institution. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and 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 allocations to tailor investment strategies.

Shadan Kasiri is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2022, Kasiri worked in healthcare, including roles at Oregon Health and Sciences University Hospital and Seton Healthcare Family of Hospitals. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Craig Hottell is a financial advisor with UBS Financial Services in Corpus Christi, TX, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves on the board of directors for New Life Refuge Ministries, where he participates in finance committee activities and public outreach. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Alexandra Miller is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked in healthcare-related roles at various clinics and hospitals from 2011 to 2026. She is also involved with Divine Aesthetics and Wellness PLLC, a side business she has operated since 2025. 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 supported by proprietary research and model-based asset allocations.

Arthur Scott is a Certified Financial Planner (CFP®) with 29 years of industry experience, currently serving clients at UBS Financial Services since 2006. Based in Corpus Christi, TX, he is involved in community activities as a member of the Nueces Master Gardeners committee, where he assists in establishing an Investment Charter and Investment Policy Statement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.