Olivia Howell is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with UBS Financial Services in Nashville, TN. She previously worked at Ameriprise and Bass Berry and Sims. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform to tailor client solutions.

Patrick Cook is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Securities LLC, Commonwealth Financial Network, LPL Financial LLC, and D.A. Davidson & Co. He also spent a year at the University of Notre Dame. 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, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Agro is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and both the University of Kentucky and University of Louisville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary 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.

Kent Kirby is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and over 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Kirby is active in various business ventures and community boards, including partnerships in hospitality and retail sectors, a nonprofit education organization (KIPP Nashville), and leadership positions at the Nashville Zoo. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

Alicia Jayo is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, she held roles at Tideline, The Rockefeller Foundation, and Columbia Business School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products and capital markets services.

Catherine Baron is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill, US Bank, Wiley Bros.-Aintree Capital, and a nonprofit organization, Ronald McDonald House Charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and also provides custody, underwriting, and capital markets services.

Frederick Long is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2009. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ashley Chavarria is a financial advisor at UBS Financial Services in Nashville, TN, with two years of industry experience. She holds the Series 66 designation and has previous experience at Morgan Stanley and Strickler and Prieto CPA. 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 and provides a broad range of capital markets services.

Chase Willauer is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he held positions at Lululemon and Robert Half. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Kate Mielke is a financial advisor at UBS Financial Services with a Series 66 designation and under one year of industry experience. Her prior work includes roles at Saltsman Brenzel and Executive Housing Consultants, Inc., as well as educational positions from 2015 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm’s platform includes institutional trading capabilities alongside wealth management offerings.

John Reynolds II is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, his background includes multiple positions at the University of Tennessee and experience with Brown Bag and Harper Auto Square. UBS Financial Services serves individual, corporate, and institutional clients by combining 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 broad range of capital markets services.

Taryn Simm is a Series 66-registered financial advisor with seven years of industry experience. She has worked at UBS Securities LLC since 2025 and previously spent seven years with Morgan Stanley in various capacities. Before her advisory career, she was involved with Vinz Wining and Dining for five years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and multiple capital markets services to tailor strategies to clients’ goals and risk tolerances.

Christopher Cannon is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he serves as treasurer for a homeowners association in Knoxville, Tennessee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor strategies aligned with clients' goals and risk tolerances.

Christopher Marshall is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at The Crichton Group for two years before joining UBS in 2017. Outside of his advisory role, he is a proprietor of a residential rental duplex in Nashville, Tennessee. 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Aaron Fuller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he owns and operates Fuller Farms LLC, which involves livestock and general farming activities. 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 a broad range of capital markets and custody 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.

Gordon Brewer is a financial advisor at UBS Financial Services in Nashville, TN, with 27 years of industry experience. He has been with UBS Financial Services since 2002 and holds Series 63 and Series 65 designations. 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 utilizes proprietary research and model-based asset allocations to tailor solutions for clients.

Robert Andrews is a financial advisor at UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services serves individual, corporate, and institutional clients through a combination 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 provides research-based investment strategies tailored to clients’ goals and risk tolerances.

Colby Robbins is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in wealth management as an intern in 2006 and has been serving clients since moving to Nashville in 2008. Colby specializes in providing family office style wealth management services for clients with complex financial needs, particularly those with assets of $10 million and above. His client focus areas include corporate executive services, executive and equity compensation, family wealth management strategies, institutional consulting, liquidity management, portfolio management services, and small business strategies. Colby holds a Bachelor's Degree from the University of Tennessee and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is recognized for offering a coordinated and optimized approach to wealth management that integrates advanced tax planning strategies, institutional-caliber banking and lending structures, goal-driven equity and hedging strategies, and a comprehensive wealth architecture. Outside of his professional work, Colby enjoys basketball, cooking, fishing, golfing, hiking, music, running, skiing, and spending time with his family. He and his wife have two daughters.

Christopher Moore is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has previously worked at TBH Advisors, Raise the Roof Academy, Birmingham-Southern College, and Brentwood Middle/High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans and portfolio management to clients’ goals and risk tolerances.