Audrey Beardain is a Series 66-registered financial advisor at UBS Financial Services with 10 years of industry experience. She has been with UBS since 2016, operating out of Dallas, TX. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client plans.

Martha Greenberg is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She worked at Sanford C. Bernstein & Co., LLC for 14 years before joining UBS in 2020. 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 and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Cory Emerson is a Series 66-registered financial advisor with UBS Financial Services in Dallas, TX, with nine years of industry experience. He has been with UBS since 2016. Outside of advisory work, he is an owner and director at Chama Chairs, LLC, a company that manufactures outdoor hunting chairs. 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 supported by research from its Chief Investment Office and UBS Global Research.

Matthew Lasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. 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.

Emily Reed is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

Hunter Henry is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He worked at Goldman Sachs for 18 years before joining UBS in 2019. Outside of his advisory role, Henry owns and operates Game Creek Farm, a livestock ranch, and serves as managing member and board director of MoveTheMtn LLC, a clothing company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Matthew Doucette is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at Apella Wealth and was involved with Mansfield Drive in Theatre and Marketplace. He also spent several years in educational roles at the University of Connecticut, Glastonbury High School, and Smith Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial planning and portfolio management.

Myron Bond is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 1968. Outside of his advisory role, he manages a cattle ranch through Four Bees Ranch Inc. 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 and offers a broad range of capital markets services.

Howell Harralson is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 63 designation and 57 years of industry experience. He has been with UBS Financial Services since 1985, totaling over 40 years at the firm. 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, employing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Phebe Etchu is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 designations with 13 years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Inc., and Personal Capital Advisors. 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 client plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Viktor Szucs is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His career includes roles at Bank of America, Merrill, Morgan Stanley, and Illimina Capital Management. Outside of his advisory work, he is the owner of a small private LLC that holds personal vehicles. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates under multiple regulatory registrations.

Richard Terrill is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2023. Prior to joining UBS, he spent 19 years at LPL Financial. He is also involved with LTCI Partners, a non-variable insurance business. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.

Travis Owens is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Shannon Hogan is a financial advisor at UBS Financial Services in Dallas, TX, with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her advisory role, she spent time in full-time education and had a position at Mac Speed and Strength. 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 and offering proprietary research and capital markets solutions.

Salinda Nowell is a financial advisor at UBS Financial Services in Dallas, TX, with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory role, she is involved in managing rental property jointly with her husband. 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 institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Cindy Rogers is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Laura Stahlhut is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. She has worked at UBS since 2021, following positions at BKD LLP and Tolleson Wealth Management. 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, leveraging proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Laura Godfrey is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. She has been with UBS Financial since 2009. In addition to her advisory work, she is involved in a wedding planning business, providing day-of assistance for events. 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. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management based on clients’ goals and risk tolerances.

Megan Disimile is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. Outside of her advisory role, she serves on the junior board of Capital for Kids, focusing on raising awareness and engaging with grant recipients. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and risk assessments.

Philip Kruger is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked for AllianceBernstein for nine years before joining UBS in 2023. Kruger serves on the boards of Ellis County Fresh Water Supply District No. 1 and Johnson County Fresh Water Supply District No. 2, where he is involved in overseeing district operations and approving residential development activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing model-based asset allocations and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings and operates as a broker-dealer, investment adviser, and futures commission merchant.