Diane Adams is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019. Prior to that, she spent six years with Gemini Fund Services, LLC and Northern Lights Distributors, LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its role as a broker-dealer, investment adviser, and futures commission merchant.

Eric Butler is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at UBS Financial Services since 1989 and also has a longstanding history with Salomon Smith Barney Inc. Butler serves as a school board member at St. Patrick's Catholic School and is a shareholder in an agricultural business focused on corn and bean farming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocation to tailor investment strategies aligned with clients’ goals and risk tolerances.

Mark Brittan is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with UBS Financial Services since 2005. 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 client plans.

Kelley Tatreau is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 registrations and 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 provides proprietary research, capital markets services, and affiliated banking programs.

Michele Otto is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2006 and previously worked at U.S. Bancorp Piper Jaffray Inc. beginning in 1996. Otto holds Series 63 and Series 66 designations and is based in Omaha, NE. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and banking products.

Joshua Moorhead is a Series 66-registered financial advisor with UBS Financial Services in Omaha, NE, possessing four years of industry experience. His background includes roles at Ernst & Young, Northwestern Mutual, and Greystar Residential. Outside of his advisory work, he serves as a soccer referee for youth, high school, and college games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capabilities, including institutional trading, wealth management, and capital markets services.

Michael Beaulieu is a CFP® with three years of industry experience currently serving as a financial advisor at UBS Financial Services. Prior to joining UBS, he worked at SMART Wealth, Retire SMART, and Ameritas Advisory Services, among other firms. He is based in Omaha, NE. 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 customize client plans.

Nathan Thomas is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with UBS since 1998. UBS Financial Services 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, offering a broad range of services such as custody, underwriting, and proprietary research.

John Fox is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Based in Omaha, NE, his background includes a long tenure in the financial services sector. UBS Financial Services serves individual, corporate, and institutional clients with 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.

Ryan Haney is a financial advisor with UBS Financial Services in Omaha, Nebraska, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2013. Haney serves as an advisor to the Bags of Fun Omaha/Gabby Krause Foundation, providing guidance to an organization that supplies backpacks filled with toys to children undergoing long-term hospital stays. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and a broad platform to tailor solutions to client goals.

Ryan S. Hanson is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with UBS since 2008. Hanson is also involved in agricultural activities through ownership of a farming enterprise in Nebraska. 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 asset allocation models to support client goals.

Dan Lindstrom is a financial advisor at UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with UBS since 2010 and is the owner and CEO of Shoe Dog LLC, a company involved in investing in a Red Wing Shoe store. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Samuel Sullivan is a CFP® professional with nine years of experience in financial services. He currently works with UBS Financial Services and previously held roles at Charles Schwab and Charles Schwab Bank. He is based in Omaha, NE. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Christine Harkendorff is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley from 2013 to 2017 before joining UBS in 2018. UBS Financial Services 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 offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Timothy Hammes is a financial advisor at UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS since 2006. He serves on the board of directors for the Omaha Home for Boys Foundation, advising on the foundation’s investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Brian Schrader is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 66 and Series 63 credentials and having 12 years of industry experience. His prior experience includes roles at Osaic, Charles Schwab, TD Ameritrade, Cetera Advisor Networks, and Carson Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Christopher Scott is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a self-published author of a book about recruiting in college athletics and its relation to business relationship building, and he runs a personal blog focused on local politics, serving as editor-in-chief. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based strategies to tailor client plans.

Jake Wilson is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Ironvine Capital Partners, First National Bank of Omaha, and Northwestern Mutual. Outside of finance, he has experience in small business operations, having managed lawn care services for several years. 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 solutions to client goals.

Christopher Toth is a CFP® professional with 33 years of industry experience, currently serving at UBS Financial Services since 2014. He holds Series 63 and Series 65 licenses and is based in Omaha, NE. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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.

James Suey is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, he assists with local running events in the Omaha community through a running store he is involved with. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jamin Hanson is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 65 and Series 66 designations and 25 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Carter Damm is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Merrill and Austria Property Management LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

James Largen is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Deloitte for two years and at Sodoro Law for one year. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor strategies aligned with clients’ goals and risk tolerances.

Katelin Luna is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Medical Solutions and multiple engagements with the University of Nebraska Omaha. 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 investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jessica Hitzfeld is a Series 66-licensed financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is a sales consultant for MY THIRTY-ONE, selling bags and purses. 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 provides research and capital markets support through its platform.

Nancy Domenge is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through 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 incorporates proprietary research and model-based asset allocations in its client strategies.

Laurisa Richter is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates 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.

Michael Tatreau is a financial advisor with UBS Financial Services in Omaha, Nebraska. He holds a Series 66 designation and has 13 years of experience in the industry, having worked with UBS since 2012. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.

Michael Schoettmer is a financial advisor at UBS Financial Services in Omaha, NE, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Mutual of Omaha and Windsor Mortgage Solutions, as well as teaching experience at Augustana University and Jesuit College Prep. He also has experience in the food service industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Renee Brabb is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Charles Schwab & Co. Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work via a network of Financial Advisors using proprietary capital market assumptions, model-based asset allocations, and research to tailor plans according to clients’ goals and risk tolerances.

Charlie Jacobsen is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 designation and having 11 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a commissioned notary public. UBS Financial Services 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, offering a broad range of capital markets and research resources.

Michelle Gochanour is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she assists with bookkeeping for two family-owned businesses involved in floor covering installation and concrete services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary market assumptions, model-based asset allocations, and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides additional custody, underwriting, and capital markets services.

William Huseth Jr. is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 utilizes proprietary research and model-based asset allocations to tailor solutions to client goals.

Grady Bishop III is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 registration and has worked at UBS since 2018, following prior roles at Wells Fargo affiliates from 2006 to 2018. Outside of his advisory work, Bishop owns and operates a baseball card business and participates in community leadership discussions through the Banister Leadership Academy. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Carmon Erickson is a financial advisor with UBS Financial Services in Omaha, NE, holding a Series 66 credential and 20 years of industry experience. Prior to joining UBS in 2021, Erickson worked at Morgan Stanley for 11 years. Outside of advisory work, Erickson serves as a moderator for an online support group helping individuals cope with relationship challenges and practices as a fitness instructor. 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 offerings to tailor plans based on proprietary research and client goals.

Stephanie Holmgren is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through both brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a range of products and research resources to tailor investment strategies to clients’ goals and risk tolerances.