Lisa Highfil is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. Outside of her advisory role, she serves as secretary and is a board member of Brummitt Funeral Home, Inc., a business she partly inherited but does not actively manage. 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. Its advisors utilize proprietary research and model-based asset allocations to develop tailored financial plans aligned with clients’ goals and risk tolerances.

John Daly Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at UBS Financial Services in Paducah, KY with 12 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Daly is involved with Project Latin America, a nonprofit that builds homes for impoverished families, and serves as an advisory member of the finance committee for St. Joseph Children’s Home in Kentucky. 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 employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.