Ronnell Hoeltje is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with UBS since 2016. 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 leverages proprietary research and model-based asset allocations to tailor plans to client goals.

Steven Chensky is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment strategies.

Robert Packer is a financial advisor with UBS Financial Services in Fort Worth, TX, holding the Series 65 and Series 66 credentials and possessing 28 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, Packer serves on the board of directors for the Healing Shepherd Clinic and is involved in education through prior roles with Fort Worth Country Day School, including chairing its annual fund committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services through a large network of financial advisors.

Vu Chung is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2021, following a 15-year tenure at Prosek Partners. Based in Fort Worth, TX, Chung has focused his career on providing financial advisory services within institutional and individual client segments. 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 portfolio management. 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.

Patrick Bowler is a financial advisor at UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at TD Ameritrade, Thrivent Advisor Network DBA 49 Financial, Ben E. Keith, and Texas Christian University. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Joel East is a Series 66-licensed financial advisor with UBS Financial Services in Fort Worth, Texas, and has 19 years of industry experience. He has been associated with J.P. Morgan Chase Bank, NA since 2016 and J.P. Morgan Securities since 2013. Outside of his advisory work, he serves as a trustee on the Arlington Heights Methodist Church Endowment Committee. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, leveraging proprietary capital market assumptions and research to customize client solutions. The firm combines wealth management with institutional trading capabilities, offering a broad range of financial products and services.

James Lipari is a CFP®-credentialed financial advisor with 34 years of industry experience, currently serving clients at UBS Financial Services since 2015. He is based in Fort Worth, Texas. Outside of his advisory role, Lipari is involved with the Big Brother Big Sisters of Kansas City Alumni Board of Directors and serves as a board member and advisor for Urban Bounty Farms, a small hydroponic farm operated by his family. 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 uses proprietary capital market assumptions and research to tailor investment plans and provides a broad range of financial products and services through its platform.

Betsabet Romero is a financial advisor at UBS Financial Services in Fort Worth, TX, with 30 years of industry experience. She has been with UBS since 1994 and holds Series 63 and Series 65 credentials. Outside of her advisory role, Romero serves on the board of directors for the William Mann Community Development Corporation, a community development financial institution. 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 and offers a range of capital markets and research resources to tailor client solutions.

Jennifer Helmer is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and possessing 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending solutions.

Melissa Self is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2016. 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 plans aligned with clients' goals and risk tolerances.

Donald Buescher is a financial advisor at UBS Financial Services in Ft. Worth, TX, holding a Series 63 designation with 38 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, Buescher serves as a trustee for Meals on Wheels of Tarrant County, where he reviews investment policies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Todd Buckendorf is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with UBS since 1988. 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 provides research-based, tailored investment strategies.

Taglath Milburn is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at UBS since 1992. Outside of his advisory role, he is involved with the Arlington Sportsman's Club, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Jordan Glaeser is a financial advisor at UBS Financial Services in Fort Worth, Texas, with seven years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, following three years at Comerica Bank. Outside of his advisory role, he serves on the board of directors of Pro2G Mission, a charity that provides aid and training to people in need. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

John Farrell is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank NA from 2011 to 2021. He is involved with the Texas Parks and Wildlife Foundation’s Stewards of the Wild program, participating in community service events focused on conservation education and outreach. 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 financial plans to clients’ goals and risk tolerances.

Barbara Bodon is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2000 and holds the Series 66 designation. Based in Fort Worth, TX, Bodon's career has been centered at UBS throughout her professional tenure. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform of capital markets services.

Carla Thompson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has been with UBS since 1995 and has operated Carla Thompson Financial Services since 1986. Thompson serves as a member of the University of Texas at Austin College of Fine Arts Advisory Committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Grace Wynne is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2025, she worked at Prosperity Bank for three years and BOK Financial - Bank of Texas for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and capital market assumptions to tailor financial plans and portfolio management to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers additional capital markets and banking-related solutions.

Marlie Thomas is a financial advisor at UBS Financial Services in Ft. Worth, TX, with 21 years of industry experience. She has been with UBS since 2003 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations in its advisory approach.

Linda Harris is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2007 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad 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, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.

Robert Kight is a financial advisor with UBS Financial Services in Ft. Worth, TX. He holds Series 63 and Series 65 credentials and has 26 years of industry experience, including over 27 years with UBS. He serves as Treasurer for Hillside Community Church. 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 combines institutional trading capabilities with wealth management services through a network of Financial Advisors who use proprietary research and model-based asset allocations.

George Marlow Jr. is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freehouse Capital Partners, Citigroup, and Atlas Sand. Outside of advising, he owns and operates Marlow Mining LLC, which runs bitcoin mining equipment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Ben Sexton is a financial advisor with UBS Financial Services in Fort Worth, Texas, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2017, he worked at PricewaterhouseCoopers LLP from 2013 to 2016. He is an alumni council member at Fort Worth Country Day School, where he assists with alumni relations and fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Cristine Rivera is a Series 66 licensed financial advisor at UBS Financial Services in Ft. Worth, TX, with one year of industry experience. She has been with UBS since 2015. 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 services and offers proprietary research, custody, underwriting, and capital markets services.

Michael Hyatt is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 1992. His other activities include overseeing scholarship allocations for the Iron Phi Foundation, serving on the board and executive committee of the Fort Worth Zoo Association as treasurer, and participating in charitable oversight for Sister Cities International Foundation and investment review for Pacific Retirement Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Krystal Lopez is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, JPMorgan, and Wells Fargo. Krystal also has professional experience outside finance, including a two-year period at Lululemon. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and investment strategies to clients' goals and risk tolerances.

John Dull Jr. is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2001. 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 to clients’ goals and risk tolerances.

Douglas Amyett is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 32 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, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking and lending programs.

Le Thuy Nguyen is a CFP® credentialed financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.

Robert Mercer III is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with UBS Financial Services since 2011. 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 services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Alexander Armstrong is a financial advisor with UBS Financial Services in Ft. Worth, Texas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as a trustee for The Armstrong Foundation, a private educational foundation, and is involved in local nonprofit organizations including Lena Pope Home and BeHuman Kindness. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Kyle Sexton is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and eight years of industry experience. He has been with UBS since 2017 and previously worked for the Copper Development Association from 2011 to 2017. Outside of advisory work, he is involved with Jack Levy Design, a privately held business. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Angela Bentley is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with UBS Financial Services since 2015. 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 employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Taimur Khalid is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at firms including UBS and JPMorgan Chase Bank NA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning and discretionary portfolio management.