John Cromling is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2017, following roles at Bank of America and Merrill. Based in Oklahoma City, OK, his career spans multiple leading financial firms. UBS Financial Services Inc. 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, using proprietary research and model-based asset allocations to tailor investment plans.

Drew Williamson is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Bank of America, Merrill, and UBS Financial Services, with a combined tenure at those firms spanning from 2009 to 2017. 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, utilizing proprietary research and a wide range of capital markets and banking products.

Jay Edzards is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 63 designation and bringing 38 years of industry experience. He previously worked at Merrill for 29 years and Bank of America for 7 years before joining UBS in 2017. Outside of advisory work, he is involved with a family farm, Gooch Farms LLC, and serves as a fiduciary for his daughter's retirement account. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Donald Sickles is a CFP® professional affiliated with UBS Financial Services in Oklahoma City, OK, with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory work, he served as Board President for the Oklahoma Arts Institute, where he was involved in conducting arts workshops and overseeing organizational operations. UBS Financial Services serves individual, corporate, and institutional clients, offering a combination of brokerage and investment advisory services that include financial planning, portfolio management, and alternative product distribution. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with comprehensive wealth management services.

Mark Worley is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he is involved in a side venture investing funds in land used as collateral for construction loans with an Oklahoma housing developer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Heather Winslow is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her previous roles include positions at Morgan Stanley and Wells Fargo Advisors. 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 plans using proprietary research and model-based asset allocations.

Brayden Buck is a financial advisor with UBS Financial Services in Oklahoma City, OK, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated for 15 years. 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 uses proprietary research and model-based asset allocations to tailor client strategies.

Gary Mcintire is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he provides general business advice to a skin care treatments and products company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Kari Riggs is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2012. 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 services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Pamela Thomas is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ashley Engel is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2017, following six years at Merrill. 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 plans to clients’ goals and risk tolerances.

Kelly Witters is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for 10 years before joining UBS in 2017. 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 leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Henry Luster Jr. is a financial advisor with UBS Financial Services, holding a Series 63 designation and bringing 47 years of industry experience. He has been with UBS since 2013. 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 offers proprietary research and a range of capital markets services.

Tracy Flinton is a financial advisor at UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she is a partner in Kyle Flinton, Inc., a golf course and sport leisure facility business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Christopher Dickens is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1996 and holds the Series 63 designation. Outside of his advisory role, he is involved in investment decisions and execution for G. and M. D. Trust. 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, providing a range of capital markets and research resources.

Leonard Bowlby is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2013. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Chase Dickens is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, Dickens serves as president of the Northwest Oklahoma City Rotary Club, leading meetings and setting goals for the organization. UBS Financial Services offers a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Linda Dowers is a financial advisor with UBS Financial Services in Oklahoma City, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of products including fee-based financial planning, portfolio management, and mutual funds. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.