Allen Abney is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and bringing 16 years of industry experience. He has worked with UBS since 2015. Outside of his advisory work, Abney is a director of a family partnership involved in real estate and oil and gas investments and manages an LLC that holds marketable securities and a rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions.

Bradley Sochowski is a financial advisor at UBS Financial Services in Los Angeles, CA, with seven years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to joining UBS, he worked at UCLA from 2014 to 2018. 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, offering a broad range of capital markets and advisory services.

Bernard Paul is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Bernard has been involved in fundraising for St. Jude Research Hospital and helped organize a nonprofit reunion event for a former company. He also participates in mystery shopping for the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and operates a broad platform that includes brokerage, advisory, underwriting, and custody services.

Evan Boff is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 14 years before joining UBS in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Aubrey Blasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, Blasko worked for Wells Fargo Clearing for one year. Outside of advisory work, Blasko serves on the board of directors for the Mountain Hollow Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Zachary Martin is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to joining UBS, he held positions at Campbell Soup Company, the United States Census Bureau, and State College Area School District. 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 allocations to tailor client plans.

Jennifer Lan is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS in two separate periods, as well as at Troutman Pepper Locke, Haynes and Boone, LLP, and Lan Smith Sosolik, PLLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor client strategies.

Cullen Thomason is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining UBS in 2019, he worked at Goldman, Sachs & Co. starting in 1996. He serves on the investment committee and board of directors for The Gladney Fund, a nonprofit focused on adoption, and holds board and treasurer roles supporting the Highland Park Boys Lacrosse club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies.

Merillyn Caracciolo is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2022, following prior roles at Morgan Stanley and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

John Wilfong is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 37 years of industry experience. He has been with UBS since 2007. Wilfong serves on the Investment Committee of the Board of Directors for The University of Memphis Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Jose De Paz Cuevas is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Southern Methodist University and Resource One Credit Union. 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 services and utilizes proprietary research to tailor plans to clients’ goals and risk tolerances.

Edwin Restrepo is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley. He is also an adjunct lecturer for graduate-level finance courses at the University of Dallas. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Allison Rakes Flora is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 66 and Series 63 licenses and with six years of industry experience. She previously worked at Goldman Sachs & Co. LLC and has experience in the restaurant industry with Fox Restaurant Concepts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management.

Nathaniel Mosley is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. He serves as an advisory group member for The Men of Nehemiah, a nonprofit recovery program for addicts. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.

Tyler Chiperfield is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wheels Up. Prior to his financial services career, his background includes roles at Southern Methodist University and Morristown-Beard School. UBS Financial Services serves individual, corporate, and institutional clients with 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Fredrick Lehman is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Lehman serves on the board of directors for the Dallas Opera. 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 allocations to tailor client plans.

Aspen Reid is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS, Reid worked at Ming Entertainment and attended the University of Alabama. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through proprietary research and customized portfolio solutions.

Christopher Palamara is a CFA® charterholder and holds Series 66 and Series 63 licenses, with 12 years of experience in the financial services industry. He is currently a financial advisor at UBS Financial Services in Dallas, TX, where he has worked since 2019 through various related roles. His prior experience includes positions at J.P. Morgan Securities, Merrill, Kestra Financial Services, and Halcyon Wealth Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services including futures commission merchant activities, principal trading, underwriting, and affiliated banking programs.

Tucker Wadkins is a Series 66-licensed financial advisor with UBS Financial Services in Dallas, TX, and has five years of industry experience. Prior to joining UBS, he worked at the PGA Tour for three years and held roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, blending proprietary research and model-based asset allocation to tailor portfolios aligned with clients’ goals and risk tolerances. The firm offers a broad platform including institutional trading capabilities, wealth management, and affiliated banking services.

Christina Nuckolls is a financial advisor with UBS Financial Services in Dallas, TX. She holds a Series 66 designation and has experience in the industry dating back to 2012, including over a decade at SRP Investment Management prior to joining UBS. Outside of her advisory role, she owns the Chris Chandler Collection, an online clothing brand. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to client goals and risk tolerances.