Frank Hogan is a Series 66 licensed financial advisor with 21 years of industry experience, currently with UBS Financial Services since 2015. He serves on the Finance Committee at St. John's School in Houston and participates in advisory roles for the Friends of Harvard Baseball program and the investment advisory board at Incarnate Word Academy, an all-girls Catholic high school in Houston. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Eugenia Amador is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services Inc. 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 services and delivers advisory work through proprietary research and model-based strategies tailored to clients’ goals and risk tolerances.

Zachary Gaitz is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Bessemer Trust Company, NA, Jones Lang LaSalle, and the University of Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations to tailor financial plans.

Mariah Blake is a Series 66 credentialed financial advisor with three years of industry experience. She has worked at UBS Financial Services and TRUIST Investment Services, Inc. since 2023. Prior to her advisory roles, she was affiliated with Fordham University Gabelli School of Business and St. Agnes Academy College Preparatory High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Daryl Allen is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 13 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the Board of Trustees and the Investment Committee at Southwestern University and is a member of the Board of Directors for Camp Aranzazu, which supports children with permanent disabilities and life-threatening diseases. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocations, and capital market expertise to customize client plans. The firm provides a comprehensive platform including wealth management, institutional trading capabilities, and capital markets services.

Wendy Walker is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC from 2020 to 2021 and UBS Financial Services from 2013 to 2020. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Sylvia Guzman is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 1998. Outside of her advisory role, she works as a Zumba instructor. 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 also offers institutional trading capabilities alongside wealth management solutions.

Pedro Saiz 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 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and asset allocation models.

Rachel Nolan is a financial advisor at UBS Financial Services with 10 years of industry experience. She held prior roles at Tudor, Pickering, Holt & Co. Securities, LLC and RR Advisors, LLC. Nolan holds Series 63 and Series 66 licenses and is based in Houston, TX. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Andrew Williamson is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 designations. He serves as a member of the City of Bellaire Cultural Arts Board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Green is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. Based in Houston, TX, he works within one of the largest advisory networks at the firm. 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 a broad range of financial solutions.

Darrell Rosenthal 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. He has been with UBS since 2009. Rosenthal served on the board of directors for Cherish Our Children International, a charity supporting underprivileged children, from 2017 to 2019. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Thomas Jenkins Jr. is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is involved in real estate through ownership and management of investment properties via private LLCs. 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 access to proprietary research to tailor strategies to clients’ goals and risk tolerances.

Jose Opengo Castillo is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley in various capacities from 2013 to 2023 before joining UBS in 2023. 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 model-based asset allocations to tailor client plans and provides a broad range of financial products and services.

Ruben Guerrero Ugalde is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Catherine Bickham is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Her background includes work at St. Andrews Middle School and The University of Texas. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.