Michael Pence is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is a partner in Opinion Jungle LLC, a consumer experience management and information technology firm focused on corporate strategy. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Gerardo Herrera Macias is a financial advisor with UBS Financial Services in Houston, TX. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior roles include positions at Merrill and Alterna Securities, as well as academic appointments at Southwestern Oklahoma State University and Texas Wesleyan University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

John Young Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS and previously PaineWebber since 1991, and has a longstanding affiliation with the University of Georgia since 1986. Outside of his advisory role, he is involved with the Coastal Conservation Association STAR program, promoting fishing tournaments to raise scholarships for children and awareness of conservation. 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 a research-driven approach to tailor financial plans and portfolios to clients’ goals and risk tolerances.

Pedro Saiz is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He has industry experience beginning in 2023 and previously worked at Sooner Inc and Monex Securities Inc. Outside of his advisory roles, he spent five years associated with Texas A&M University and has experience in other diverse sectors including education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary capital market models and global research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

Lynne Andrews is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019, previously serving three years at Goodman Financial Corporation. Andrews is also a Notary Public for the State of Texas. UBS Financial Services serves individual, corporate, and institutional clients through 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 and delivers advisory work through proprietary research and model-based asset allocations.

Gregory Eknoyan is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients, offering 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 and uses proprietary research and model-based asset allocations to tailor client strategies.

Austin Weir is a financial advisor at UBS Financial Services with seven years of industry experience. He has been with UBS since 2018 and holds a Series 66 designation. Prior to joining UBS, he worked for four years at Spanish Oaks Golf Club. 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 asset allocation models to tailor client solutions.

John Infante is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. He has been with UBS since 2013 and serves clients from Houston, TX. Outside of his advisory role, he volunteers as a nonprofit drum instructor at no charge. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Kendyl Howard is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at UBS Financial Services since 2017, following a one-year tenure at Raymond James. Howard is based in Houston, TX. 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Lynne Pesce is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, she was involved with Correct Profit and Emerge Dynamics and spent 14 years as a homemaker. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with a broad range of services including wealth management, capital markets, and fiduciary financial planning.

Robert Rathjen is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2015. 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 offerings. The firm uses proprietary research and model-based asset allocations to tailor plans that align with clients’ goals and risk tolerances.

Christopher Perry is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

William Frisco is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he teaches at Rice University School of Continuing Studies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors utilize proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Mark Katz is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and 32 years of industry experience. He has worked at UBS Financial Services since 2008. Outside of his advisory role, he is a vice president at Smak Investments, a partnership involved in investment activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory 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 utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Bryan Charles is a Series 66-licensed financial advisor at UBS Financial Services in Houston, TX, with 17 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, Bryan serves on the board of directors for the Eta Tau Alumni Association, where he acts as financial director and supports charitable efforts including scholarship provision. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Sara Healy is a financial advisor at UBS Financial Services in Houston, TX, with 23 years of industry experience. She holds a Series 66 designation and has been with UBS Private Wealth Management since 2013. 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, supported by research from its Chief Investment Office and UBS Global Research.

Deanna Atkinson is a Series 66-licensed financial advisor with UBS Financial Services in Houston, TX, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she serves on the Board of Directors for the Gateway Center for Performing Arts, where she teaches students and participates in budget and organizational decisions. 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 broad array of capital markets and advisory services.

Lindsi Clayton is a financial advisor at UBS Financial Services with four years of industry experience and holds a Series 66 designation. Her prior roles include positions at Founders Group, LLC and Randstad Sourceright. Clayton has also been involved with Your Helping Paws, LLC, indicating engagement in entrepreneurial activities outside of finance. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities. The firm employs proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Matt Cavanagh is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with UBS since 2015. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Luis Gonzalez is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2002, including 16 years at UBS Financial Services. Outside of his advisory role, he was previously a director of a family-owned real estate leasing business and operates a translation and proofreading service. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and advisory solutions.