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Sara M

Series 66

Las Vegas, NV

UBS Financial Services

Sara Mccue is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She previously worked at Bank of America, N.A. and Merrill. Outside of her advisory role, she is the owner of The Blue Agave Trust, where she serves as a living revocable trust grantor and trustee. 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 broad range of services including portfolio management, financial planning, and institutional trading capabilities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Scott C

CFP®, Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Scott Chamberlain is a CFP® professional with 31 years of experience in the financial services industry. He has been with UBS Financial Services since 2009. Outside of his advisory role, he served on the board of directors for the Miracle League of Las Vegas, a charity that provides baseball opportunities for individuals with physical and mental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management solutions and provides research-driven, tailored financial plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Amalia R

Series 66

Las Vegas, NV

UBS Financial Services

Amalia Ranck is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. Based in Las Vegas, NV, she provides advisory services within a large institutional firm. 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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Miriam O

Series 66

Las Vegas, NV

UBS Financial Services

Miriam Ortiz Cruz is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 license and bringing six years of industry experience. Her prior roles include positions at Arista Wealth Management, Bank of America, Merrill Lynch, and four years with Kamichu LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and affiliated banking programs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Natalie A

CFP®, ChFC®, Series 66

Las Vegas, NV

UBS Financial Services

Natalie Abraham is a CFP® and ChFC® credentialed financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at Merrill and has held roles in banking and at the University of Nevada, Las Vegas. Outside of her advisory work, she is the managing member of a locksmith business, Allcity Lock & Safe, though she does not participate in its daily operations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kurt M

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Kurt Maier is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. His prior work includes roles at Credit Suisse Securities and Lehman Brothers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Malinda M

Series 63, Series 65, Series 66

Las Vegas, NV

UBS Financial Services

Malinda Maile is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 24 years of industry experience. She has been with UBS since 2009, totaling 17 years at the firm. Outside of financial advising, she serves on the board of directors for SHEILA LLC, a company involved in construction and equipment leasing. 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 to deliver tailored advice supported by proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Tyler D

Series 66

Las Vegas, NV

UBS Financial Services

Tyler Deaver is a financial advisor at UBS Financial Services with the Series 66 designation and six years of industry experience. Before joining UBS in 2019, he worked at Apple Inc. and the University of Nevada Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Colin C

Series 66

Las Vegas, NV

UBS Financial Services

Colin Christy is a Financial Advisor at UBS Financial Services in Las Vegas, NV, holding a Series 66 designation with 11 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he previously managed a concierge and reservation service business, ELITE VIP, LLC, which ceased operations in 2011. 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 plans to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Haylie K

Series 66

Las Vegas, NV

UBS Financial Services

Haylie Kalinowski is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has prior experience at Axos Bank, Credit Union 1, and Generations Federal Credit Union. 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 provides research-based, tailored financial plans through its network of advisors.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Dannette T

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Dannette Trivisonno is a financial advisor at UBS Financial Services with 38 years of industry experience. She has held her current position at UBS since 2009. Her credentials include the Series 63 and Series 65 designations. 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 provides research-based, model-driven financial strategies tailored to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Maxwell M

Series 66

Las Vegas, NV

UBS Financial Services

Maxwell Marsico is a financial advisor at UBS Financial Services with one year of industry experience. Prior to his work in financial services, he was a self-employed professional golfer for ten 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 and proprietary research to tailor investment plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Drew B

Series 66

Las Vegas, NV

UBS Financial Services

Drew Beukelman is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 license and one year of industry experience. He has worked at UBS since 2023 and previously held roles at Grand Canyon University, Firethorn Golf Club, Adventure Golf Center, and Lincoln Christian School. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Nicole D

Series 66

Las Vegas, NV

UBS Financial Services

Nicole Di Tommaso is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at TalentWave and municipal government offices in Henderson and Carrollton. She also operates a mobile notary service outside of regular business hours. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Rolf M

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Rolf Maile is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Maile serves on the board of directors for Sheila LLC, a company involved in construction, building materials, and equipment leasing. 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 plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a wide range of financial products and services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Aubrey L

Series 66

Las Vegas, NV

UBS Financial Services

Aubrey Liddell is a Series 66 licensed financial advisor at UBS Financial Services in Las Vegas, NV, with 12 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Bojana S

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Bojana Grujicic is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Ameriprise Financial Services and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 delivers advisory work using proprietary market assumptions and research from its Chief Investment Office and UBS Global Research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michelle D

Series 66

Las Vegas, NV

UBS Financial Services

Michelle Diaz is a financial advisor at UBS Financial Services with a Series 66 credential and approximately one year of industry experience. Prior to entering finance, she held various roles in the luxury retail sector at firms including Tiffany & Co., Cartier, and Saks Fifth Avenue. 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 investment plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and financial planning products.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jeremy K

Series 63, Series 66

Las Vegas, NV

UBS Financial Services

Jeremy Keller is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with UBS Financial Services since 2009. His wife operates KK Consulting LLC, a legal nurse observer consulting business, for which he holds investment authority but has no operational role. 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 and employs proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Chad S

Series 66

Las Vegas, NV

UBS Financial Services

Chad Saclolo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. He has previously worked at Ameriprise Financial Services and Jo-Ann Stores, Inc., and also spent time at the University of Nevada, Las Vegas. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kelly K

Series 63, Series 66

Las Vegas, NV

UBS Financial Services

Kelly Kasprzyk is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 designations. Kasprzyk’s prior roles include extensive tenure at Merrill and Morgan Stanley Smith Barney LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, mutual funds, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brenda L

Series 66

Las Vegas, NV

UBS Financial Services

Brenda Lo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2018 and previously worked at Earnest, Inc from 2015 to 2017. 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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Bruce D

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Bruce Dillard is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a consultant on naval aviation content for the production of the movie Devotion. UBS Financial Services serves individual, corporate, and institutional clients with 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 through a broad platform that includes capital markets services and proprietary research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael C

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Michael Chudd is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 1997. Outside of his advisory work, he is involved with the UNLV Rebel Football Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services, and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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James S

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

James Small Jr. is a financial advisor with UBS Financial Services in Las Vegas, NV, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is involved in forestry and wood products through his work with PALM KINGS INC. and serves as president of HEAVENLY WINES INC. UBS Financial Services serves individual, corporate, and institutional clients by 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, providing a broad range of capital markets and research-based services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kent R. D

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Kent R. Deaver is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Gregory B

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Gregory Butler is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, Butler serves on the board of directors and assists with fundraising for the Newport Harbor Boys Lacrosse Booster Club and owns Li'l Fat Monkey, a publishing business focused on automotive-related content. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Uriwon H

Series 66

Las Vegas, NV

UBS Financial Services

Uriwon Hazel is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds a Series 66 designation. Hazel maintains an active real estate license for personal use, affiliated with Realty One Group. 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 and provides a range of capital markets services through its platform.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stephen H

Series 63, Series 65

Las Vegas, NV

UBS Financial Services

Stephen Hazel is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services Inc. 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 and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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