Kyle Jacobs is a Series 66-licensed financial advisor with UBS Financial Services in Knoxville, TN, having joined the firm in 2026. He has five years of prior experience at Burns & McDonnell and held positions at several other organizations, including The Navigators and Penn State University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Cindy Clowers is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 63 designation and 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she serves as an officer for CedarBrook Outreach, a charity focused on assisting at-risk families, and is involved in the management of her local homeowners association. 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 client strategies.

Stanton Jacobs is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Katherine Tracey is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2020, she worked at Blount Memorial Hospital and Covenant Health, each for three years. 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. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

John Criner is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked at Northwestern Mutual Life Insurance Company and held academic positions at the University of Tennessee College of Business and College of Law. 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, including proprietary research and capital markets activities.

Lloyd Bucher is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Securities LLC and Tennessee Technological University. Prior to his advisory career, he was involved with The Original Hotkaps for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored by a network of Financial Advisors.