Thomas Bawden is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Mitchell Markley is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and bringing 22 years of industry experience. He worked at Morgan Stanley Smith Barney for 11 years before joining UBS in 2020. Outside of his advisory role, he serves on the board of directors for the South Jeffco Sports Association, where he assists with financial matters related to youth sports activities. UBS Financial Services 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, supported by proprietary research and a broad platform of capital markets, custody, and lending solutions.

Alexis Lebkuecher is a financial advisor at UBS Financial Services in Denver, CO, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining UBS in 2025, Alexis worked at Charles Schwab and has held various positions in different industries including roles at Indian Hills Country Club and Ziggis Coffee. 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 utilizing proprietary research and model-based asset allocations to tailor financial plans.

Mariana Picans is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2017. Outside of her advisory work, she co-owns an online stationery company, Friendly Fire Paper Ltd., where she contributes ideas for greeting card themes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, delivering tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Ian Hamilton is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 credential and nine years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner in a family partnership, Bella D&L LLC, which invests in occasional private equity deals where he is involved in accounting and investment tracking. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.

John Skok is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial strategies.

Christopher Davis is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Carlson Ridge Capital and various educational institutions. 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 model-based asset allocations.

Payton Dougherty is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked with various households and organizations prior to joining UBS in 2021. His background includes roles outside finance, such as employment at 24 Hour Fitness. 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 incorporates proprietary research and model-based asset allocations to tailor client plans.

Paul Addo III is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. UBS Financial Services 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 client solutions.

Andrew Kauth is a financial advisor with UBS Financial Services in Denver, Colorado. He holds the Series 63 and Series 66 designations and has 24 years of industry experience. Kauth has been with UBS Financial Services since 2013. UBS Financial Services Inc. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Matthew La Marche is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2011. Outside of his advisory role, he is the proprietor of COTRANS ENERGY LLC, a business involved in oil pipeline logistics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of 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.

Amy Brown is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2023, she worked with the Chicago Cosmetologists Association, Inc. and the Park Ridge School District 64. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor client plans.

Kelsey Joan Berryman is a financial advisor at UBS Financial Services in Denver, Colorado, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through 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 offerings, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Tricia L. Graven is a financial advisor at UBS Financial Services in Denver, CO, holding Series 63 and Series 66 credentials with 15 years of industry experience. She has previously worked at TIAA and Pershing, with over a decade at TIAA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans that align with clients’ goals and risk tolerances.

Kevin Chauvin is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 2016 and holds the Series 63 designation. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Joseph Brienza is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and 20 years of industry experience. He worked at Bernstein Investment Research and Management for 14 years before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to customize financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

Michael Cope is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Vincent Atkinson is a financial advisor at UBS Financial Services in Denver, CO, with one year of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank and eXp Realty. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management services.

Michael Nelson is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Matthew Fumuso is a financial advisor at UBS Financial Services in Denver, Colorado, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Outside of his advisory role, he serves as President of Net Impact Denver Professionals, organizing events focused on using business to benefit the community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Heidi Waldmann is a Series 66-credentialed financial advisor with three years of industry experience, currently with UBS Financial Services in Denver, CO. Her prior roles include positions at LPL Financial and RTI Employee Benefits. Outside of her advisory work, she is involved in teaching and coaching swimming at Dolphinz Swim School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Lauren Wollenhaupt is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining UBS in 2025. Outside of her advisory role, she serves as a power of attorney for an individual IRA account. UBS Financial Services serves individual, corporate, and institutional clients through 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, offering access to proprietary research, capital markets services, and diversified investment products.

Kimberly Byrne is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at UBS since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning from 2011 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research to support tailored client strategies.

Connor Hamilton is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked at UBS since 2022, with prior experience at Sierra and Colorado State University. UBS Financial Services 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 strategies.

Julie Gilewicz is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Morgan Stanley. In addition to her advisory work, she is an independent travel advisor for Cruise Planners-Voyage Vacations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and capital market assumptions to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including portfolio management, financial planning, and capital markets activities.

Benjamin Carrington is a financial advisor with UBS Financial Services in Denver, Colorado. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Charles Schwab and the University of Colorado Recreation Center. 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 investment plans aligned with clients’ goals and risk tolerances.

Eric Uhlberg is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 registrations and has been with UBS since 2013. Based in Denver, CO, he operates within one of the largest networks of financial advisors at the firm. UBS Financial Services serves individual, corporate, and institutional clients through 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 uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Stephen Ruef is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. outside his current role. UBS Financial Services Inc. serves individual, corporate, and institutional clients 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 uses proprietary research and model-based asset allocations to tailor investment plans.

Christine Shreeve is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a consultant for Norwex, a company that manufactures green cleaning products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of products including fee-based planning, portfolio management, and capital markets solutions.

Ian Carter is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously been involved with the Colorado High School Athletics Association and the University of Colorado Boulder. Outside of finance, he has experience working in the restaurant industry. 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 utilizes proprietary research and model-based asset allocations to support client goals.

Jill Schmieding is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms including Wells Fargo Advisors, Wealth Enhancement Group, and LPL Financial. Outside of her advisory role, she is the owner of a non-investment-related rental property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform of capital markets and advisory solutions.

Patricia Miller is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2013. Outside of her advisory work, she is involved with the National Association of Divorce Professionals, ACE Scholarships, and serves as an officer coordinating social events for the Rocky Mountain Triathlon club. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

William Hamm is a financial advisor at UBS Financial Services in Denver, CO, holding a Series 66 designation. He has one year of industry experience and previously held roles at BNA Bank and operated Hamm Enterprises LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through a network of financial advisors utilizing proprietary research and model-based asset allocations.

Mark Gregory is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America, N.A. before joining UBS in 2022. 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 leverages proprietary research and institutional trading capabilities to tailor investment solutions aligned with clients' goals and risk tolerances.

Lawrence Toriello is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 24 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he is an owner of family and personal investment businesses. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services.

Colin Murphy is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. Based in Denver, CO, he works within a large institutional firm known for integrating brokerage and investment advisory services. UBS Financial Services serves individual, corporate, and institutional clients through a range of offerings including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals.

Heidi Reyes is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Alden Investment Advisors, Cambridge Investment Research, and HighTower Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Sarah Harpole is a financial advisor at UBS Financial Services with Series 66 credentials and one year of experience at the firm. Her prior roles include positions at Government Acquisitions, Inc., Delaware North, Qdoba, and teaching at the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment plans.

Caroline Perry is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at Sanford C. Bernstein & Co., LLC, Market Real Estate, Arrow Electronics, Newmark Knight Frank, and the University of Colorado at Boulder. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor investment plans.

Robert Caldwell is a financial advisor with UBS Financial Services in Denver, CO. He holds a Series 66 designation and joined UBS in 2024. Prior to his current role, Caldwell worked at Columbine Country Club and has experience in education and entrepreneurship. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers research-driven, tailored financial solutions.

Stacey Johnson is a financial advisor at UBS Financial Services in Denver, CO, holding a Series 66 designation with eight years of industry experience. Prior to joining UBS in 2017, Johnson spent one year at the University of Texas at Austin. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Daphne Wightman is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2022, following an eight-year tenure at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and alternative products. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.