Jayme Burk is a CFP® with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. Prior to joining UBS, Jayme worked at Booz Allen Hamilton from 2015 to 2017. Jayme is a member of the board of directors for the Young Women's Preparatory Network, a nonprofit focused on supporting single-gender, college-preparatory public education in Texas. 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 employs proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Charles Espey is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Goldman Sachs and Capital One. He has been with UBS since 2017. 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 provide tailored financial planning and portfolio management solutions.

Sara Kenyon is a Series 66 licensed advisor with UBS Financial Services in Plano, Texas, and has 26 years of industry experience. She has been with UBS since 2005. Outside of her financial advisory role, she teaches horse riding lessons and operates an equine sport massage business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary research and model-based allocations to tailor financial plans. The firm offers a combination of wealth management and institutional trading capabilities.

Peter Tarantino is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 66 designation and bringing nine years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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 advisory solutions.

Deborah Whiting is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 15 years of industry experience. She has been with UBS Financial Services since 2005. UBS Financial Services Inc. 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 through a broad platform that includes market-making, underwriting, and proprietary research.

Lisanne Glew is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and has been with UBS since 2005. Glew serves on the Committee on Community Engagement for the Girl Scouts of North East Texas, focusing on leadership development and education programs for girls. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 solutions.

Christina Dlugosch is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Mark Bianchin is a financial advisor at UBS Financial Services with 18 years at the firm and a total of 84 years of industry experience. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and affiliated banking and lending programs.

Byron Brooks is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2015. The firm serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. UBS provides fee-based financial planning, portfolio management, and distributes proprietary research to support tailored client strategies.

Tiffany Bassett is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2001, totaling 25 years at the firm. 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, providing a broad range of capital markets and advisory solutions.

Dario Aguilar is a CFP® and Series 66 licensed financial advisor with 20 years of industry experience. He has been with UBS Financial Services in Plano, TX since 2012. Aguilar is designated as the executor and a partial beneficiary of an estate for a client and colleague at UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Cynthia Puckett is a financial advisor with UBS Financial Services in Plano, Texas, holding a Series 66 designation and having 16 years of industry experience. She has been with UBS since 1993. Outside of her advisory work, she operates a private business making clothes and craft items. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also offers institutional trading capabilities alongside wealth management services.

Steve Liddell is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he manages a vacation rental business and serves in an advisory capacity for a homeowners association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using model-based asset allocations and proprietary research to tailor plans to clients' goals and risk tolerances.

Susan Christman is a financial advisor with UBS Financial Services in Coppell, TX, holding a Series 63 designation and 25 years of industry experience. She has been with UBS Financial Services since 2008. 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 provides a range of capital markets, custody, and research-based solutions.

Hunter Vehslage is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2016, with prior short-term roles including work at Lyft. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of services including financial planning, discretionary portfolio management, and capital markets activities.

Deanna Taylor is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 client plans.

Ryan Raber is a financial advisor at UBS Financial Services with 28 years of industry experience. He has held his current position since 2009. Raber holds the Series 66 designation and is based in Plano, Texas. 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 research resources.

Monda Hanna is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she participates as an advisor to the High Performance Forum, contributing to professional development initiatives. 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 model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Lisa Sherrod is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 66 licenses. 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 and offers a range of capital markets services.

Scot Trantham is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he works part-time as a limousine driver for Ambassador Limousines in Addison, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to capital markets through its broad institutional platform.