Madeline Thomas is a financial advisor at UBS Financial Services in Houston, TX, with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Evercore Group L.L.C. and Cushing Asset Management. Thomas serves on the board of directors for the Women's Finance Exchange in Houston, where she has held roles including Secretary and Communications. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Brooke Caudell is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 designations and over 30 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Michael Butler is a financial advisor with UBS Financial Services in Houston, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at UBS since 2018 and previously spent two years at Nations Reliable Lending. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products through a network of advisors utilizing proprietary research and model-based asset allocations.

Reese Lockett Jr. is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses with 60 years of industry experience. He has been with UBS Financial Services since 1965. 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 services and uses proprietary research and model-based asset allocations to tailor client plans.

Timothy Kozhukhov is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Roberts Wealth Management and various non-industry employment and student engagements. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a range of capabilities including fee-based planning, portfolio management, and capital markets services.

Belinda Mack is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials and with 22 years of industry experience. She has been with UBS Financial Services since 2014. 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.

Adrian Crespo is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 27 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is involved in estate planning and account supervision through CENAM Enterprises LLC, a family limited partnership. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management, providing a wide array of capital markets services and proprietary research to tailor client strategies.

Michael Wellins is a financial advisor with UBS Financial Services in Houston, TX, holding Series 66 and Series 63 licenses and having 24 years of industry experience. He has been with UBS Securities LLC since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

Jose Araujo Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client plans.

Amy Cousin Lancaster is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Hightower Securities LLC and multiple Salient entities. Outside of her advisory role, she is involved in the sales of skincare products with RODAN+FIELDS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and institutional trading capabilities to tailor plans according to client goals and risk tolerances.

Beatriz Keeney is a Series 66-registered financial advisor with 17 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent 12 years with LPL Financial. Outside of her advisory role, she is a passive promoter of NuSkin personal care products, primarily using the opportunity to obtain product discounts for personal use. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm leverages proprietary research and institutional trading capabilities to provide tailored financial planning and portfolio management solutions.

Michael Dawson is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS 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 to provide tailored financial planning and portfolio management.

Arttu Fiva is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining UBS, he worked at Equinor for six years and has experience in academia and extended travel. He serves on the board of the Finnish American Chamber of Commerce Greater Houston, a nonprofit organization promoting business relationships between Finnish and American companies. Arttu is also the proprietor of Fiva Energy, LLC, which engages in advisory services, private investments, and racquet sports coaching. UBS Financial Services 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 and offers a broad platform of capital markets services informed by proprietary research and asset allocation models.

Brittany Steitz is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and possessing 11 years of industry experience. She has previously worked at Salient Capital, Salient Partners, Sanders Morris Harris, and Tectonic Advisors. She is involved with The Rare Life Podcast, which focuses on families with rare genetic conditions, assisting in securing sponsorships to support content creation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and a broad range of capital markets services to tailor strategies according to clients’ goals and risk tolerances.

Kim Ducharme is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2009. 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 provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Patricia Holmes is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with UBS since 2012. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Deidre Anderson is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and bringing 31 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. 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 strategies.

Diana Skerl is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Elena Bianchi is a financial advisor at UBS Financial Services in Houston, TX, with 37 years of industry experience. She has been with UBS Financial Services since 2010 and Ubs Ag since 2008. Outside of her advisory role, she is a partner in Mossy Ridge Ranch LLC, where she is involved in cattle raising. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

David Dodd is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment 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 delivers advisory work through a broad network of advisors using proprietary research and model-based asset allocations.