Elizabeth Zuniga is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with UBS since 2010. Outside of her advisory work, she serves as Vice President of the Bridgeland High School Band Boosters, supporting the band and color guard programs through fundraising and committee organization. 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 capital markets services, tailoring strategies using proprietary research and model-driven asset allocations.

Donald Atherton is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. In addition to his advisory role, he is involved in non-variable insurance businesses, including Integrated Benefits Solutions, Inc. and Bashaw & Atherton. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and access to alternative product distribution.

Michael Helfenberger is a financial advisor at UBS Financial Services in Houston, TX, with 10 years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. Outside of his advisory role, he serves as an advisor to a start-up that provides funding to professional athletes in exchange for a percentage of their future earnings. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Amey Ross is a financial advisor at UBS Financial Services with six years of industry experience. Prior to joining UBS in 2024, they worked at Wells Fargo Clearing from 2018 to 2024 and Wells Fargo Bank from 2016 to 2018. Ross holds the Series 66 designation and is based in Houston, TX. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Barbara Shepherd is a financial advisor with UBS Financial Services in Houston, Texas, with 30 years of industry experience. She has been with UBS since 2009. Shepherd held a registration as a privately held business owner from 2013 to 2018. 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 access to proprietary research and capital markets functions.

Cesare Monti is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2012. Monti is also involved with Alta Investments LLP, a real estate investment vehicle based in Chicago with no current investments. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations in client service.

Juana Juarez is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at BNY Mellon, Sentinel Trust, TD Ameritrade, Goldman Sachs, and Navy Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to customize plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.

Andrew Hernandez is a financial advisor at UBS Financial Services in Houston, TX, with 18 years of industry experience. He has held roles at UBS Financial Services and Morgan Stanley over the past decade. Outside of his advisory work, Hernandez is a partner in a real estate business involved in purchasing and managing property-related 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 to clients’ goals and risk tolerances.

Bianka Alexandre is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation and bringing 13 years of industry experience. She has been with UBS International since 2000. Outside of her advisory role, she is involved with AAA Woodwork Inc., a privately held business. 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 to tailor strategies to clients' goals and risk tolerances.

Grant Appelbaum is a financial advisor with UBS Financial Services in Houston, TX. He holds Series 63 and Series 65 licenses and has been with UBS since 2025. Prior to joining UBS, he worked at STRIVE Real Estate and Newmark, and earlier spent time in educational roles at The University of Oklahoma and BF Terry High School. 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 plans based on clients’ goals and risk tolerances.

William Jackman is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. Jackman serves on the board of directors for the AT&T Cotton Bowl Classic college football bowl game. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor investment plans.

Jake Boyer is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with seven years of industry experience. He has worked at UBS since 2018, with prior experience at A&F Corp. and Texas A&M. Outside of his advisory role, he owns Boyer Investments LLC, a sole proprietorship involved in purchasing wrecked vehicles from auction sites. 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, providing a broad range of capital markets and investment solutions.

Priscila Quiroz Royval is a financial advisor with UBS Financial Services in Houston, TX, holding Series 65 and Series 63 credentials and four years of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company, and has a background including roles with Marriott International and Stony Brook University. She serves as Treasurer for the Houston Humane Society’s Young Adult Professionals group, managing the budget and supporting fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm offers institutional trading capabilities alongside wealth management services.

Juwan Jung is a financial advisor at UBS Financial Services with the Series 66 designation and has been in the industry since 2025. Prior to joining UBS, he held roles at The Global Tech Experience and has experience in education and retail, including work at the University of Texas at Austin and Amorino Gelato. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Juan Giron Vazquez is a financial advisor at UBS Financial Services with 25 years of industry experience. He has held positions at UBS Financial Services since 2010 and at UBS International Inc. since 2004. He holds the Series 63 and Series 66 licenses. 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 and provides a broad range of capital markets and research resources to support client advising.

Richard Renaudin Sr. is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and with 48 years of industry experience. He has been with UBS since 1996. He serves on the board of trustees for The Council on Recovery, an organization focused on support for individuals with substance abuse problems. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and a range of fee-based and discretionary portfolio management offerings.

Luis Graham is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 designations and having 21 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, Graham operates a sole proprietorship focused on online sales of Latin fashion. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad array of capital markets services through its extensive network of financial advisors.

Elias Letayf is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley in various roles since 2015 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, offering a range of products and research to tailor solutions to clients’ goals and risk tolerances.

Franklin Gutierrez is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with UBS Financial Services Inc. for ten years. Outside of his advisory role, he volunteers as a firefighter with the Atascocita Volunteer Fire Department and provides emergency medical services with HCA Houston Healthcare. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services, including portfolio management, financial planning, and distribution of mutual funds and alternative products.

Dennis Cahill is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 1994. 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 uses proprietary research and model-based asset allocations to tailor client strategies.