Ashley Huffines is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2017, she worked at Altria Group Distribution Company for three years. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Mark Brewer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2002. 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, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jana Parham is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She has been with UBS since 2000. Parham serves on the Board of Directors for the Estate Planning Council of Middle Tennessee. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based strategies to tailor client plans.

Robert McAleer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2017 and serves on the Board of Trustees at Dexter Southfield School, including roles on the Audit Committee and as Co-Chair of the Development Committees. Additionally, he is involved with Vanderbilt University's capital campaign and oversees an irrevocable insurance trust for a family member with special needs. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of investment products and capital markets services.

Thomas Bernstein is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2022, he worked with Elevate Sports Ventures and General Specialist, LLC. He serves as an advisory board member for Collective Hotels & Retreats, a hospitality startup, and provides advisory support to RISE Sports LLC, focusing on professional training content and networking for business leaders in the sports industry. 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, offering a broad range of capital markets and investment products.