Aaron Armstrong is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 designations and bringing six years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Bank of America Merrill Lynch, Fortress Investment Group, Northwestern Mutual Life Insurance, and the University of Missouri. 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 supported by proprietary research and capital market analysis.

Ryan Kneipper is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with UBS Financial Services since 2008. Kneipper serves on the boards of Jonathan's Place and The Episcopal School of Dallas, participating in governance, finance, and event committees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across multiple platforms.

Gretchen Fowler is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2015 and holds a Series 63 designation. 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 integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Leslie Gunawan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2021. Prior to joining UBS, Leslie held positions at J.P. Morgan Securities and J.P. Morgan Chase Bank. Leslie is involved in philanthropic and community activities, including serving as treasurer of Kidd's Kids – The Kraddick Foundation and holding board roles with The Lamplighter School and Parish Episcopal School in Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management, supported by proprietary research and institutional trading capabilities.

Patrick Carrigan is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he is involved in nonprofit organizations, serving on the board and finance committee of the Episcopal Foundation of Dallas as well as participating with The Dallas Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and fiduciary financial planning.

William Thompson is a CFA® charterholder and holds Series 65, 66, and 63 licenses. He has 21 years of experience in the financial services industry, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors before joining UBS Financial Services in Dallas, TX. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary capital market research with model-based asset allocation. The firm offers a broad range of solutions including fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging its institutional trading capabilities alongside wealth management.

Shawn Cantrell is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS since 2008. Cantrell serves on the boards of National Food & Beverage and Dallas National Golf Course, contributing to operational and financial oversight in these roles. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and custody solutions.

Mackenzie Somoza is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining UBS in 2019, Somoza worked at Goldman Sachs & Co. LLC and EY. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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 and research-driven solutions.

Gabriel Nunez Lafontaine is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining UBS, he gained experience in legal and tax consulting roles, including work with SEG Management, LLC and the IRS Office of Chief Counsel. He also provides intermittent legal and consulting services on tax and contract matters for SEG Management, a management service organization for a medical practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Nyssa Milburn is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, she worked at The Walker Agency and The Center for Transforming Lives. Outside of finance, she coaches Irish dance at the McTeggart Irish Dancers of North Texas, teaching and assisting with competition preparation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Erin Benedetto is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2020 and previously spent five years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Robert Bertino Jr. is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with UBS since 2008. Outside of his advisory role, he serves as an advisor to BOB APP, Inc., a technology company that develops an app to locate truck drivers for large moves. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including 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 client plans.

Amy Howe is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 and portfolio management to clients’ goals and risk tolerances.

Alexandra Dandes is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs and JPMorgan Securities. 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 to provide tailored financial planning and portfolio management.

Blake Paul is a Series 66-licensed financial advisor with UBS Financial Services in Dallas, TX, and has 16 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. 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 integrates institutional trading capabilities with wealth management and offers proprietary research and a broad set of capital markets services.

John Baumgarten is a financial advisor at UBS Financial Services in Dallas, TX, with 19 years of industry experience. He holds a Series 66 designation and previously worked for Sanford C. Bernstein for 13 years before joining UBS in 2020. Baumgarten serves as a trustee and committee member for multiple trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Brandi Moulder Shearin is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2022, she worked for Preston Sherry Dental and Ranchview Family Dentistry, accumulating over a decade in the dental field. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Brant Ferguson is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. Ferguson serves on the Foundation Investment Committee for the Circle Ten Council of the Boy Scouts of America, providing asset allocation and investment opinions. 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 to tailor investment plans based on proprietary research and model-based asset allocations.

Henry Minchin III is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2026. His prior experience includes roles at Gabelli Asset Management Company and Tourmaline Partners, LLC, as well as time outside the financial industry. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Christopher Halstedt is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2024. Halstedt serves as a trustee for a Charitable Lead Annuity Trust focused on managing assets for charitable purposes. 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 clients’ goals and risk tolerances.