Mitchell Hansen is a financial advisor with UBS Financial Services in Plano, TX, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining UBS in 2026, he worked at TCBI Securities and Texas Capital Bank, where he served as a Private Wealth Analyst. He has held various roles including positions in wealth advisory and collegiate affiliations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor advice according to clients’ goals and risk tolerances.

Harry Larosiliere is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2008. He has participated in public service as a member of the Plano City Council and served as mayor from 2017 to 2021. Larosiliere is also an advisory board member with CASA of Collin County and is involved in leadership and diversity speaking engagements through his ownership of HL Prosperity. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers customized financial planning and portfolio management based on proprietary research and market analysis.

Megan Portacci 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 2018, previously working at Nationstar from 2012 to 2018. Outside of her advisory role, she serves as trustee for the MLK Irrevocable Trust. UBS Financial Services serves individual, corporate, and institutional clients with 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 allocations to tailor investment strategies.

Mary Ellen Shanklin is a financial advisor at UBS Financial Services in Plano, TX, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior work includes roles at Fidelity Investments and UBS Financial Services, as well as experience outside finance at Roman Cucina and involvement with Full of Grace, Divine Designs. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research to tailor investment plans.

John Kever is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 63 license and bringing 40 years of industry experience. He has been with UBS since 1994. Outside of his advisory role, he is a partner in land development projects and real estate investments, including industrial real estate in Austin, TX, and a partnership involved in real estate and ranch activities. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a range of capabilities from fee-based planning to institutional trading and capital markets services.

Laura Irving is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS since 2004. Based in Plano, TX, her career spans over two decades at a major financial institution. 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 investment plans.

Benjie Esguerra is a financial advisor at UBS Financial Services with nine years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory role, he volunteers mentoring at-risk teens in the Denton County area. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Rick Link is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2009. 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 provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

David Goldberg is a Series 66-licensed financial advisor with UBS Financial Services in Plano, TX, where he has worked since 1999, totaling 26 years of industry experience. He is a partner and lead member of Yiboneh Hamikdash, LLC, an LLC used for private real estate investments involving other financial advisors and family members. 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 to tailor plans based on proprietary research and asset allocation models.

Nathan Smith is a Series 66 licensed financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008. 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, offering a broad range of capital markets and research resources.

Sherry Rowland is a financial advisor with UBS Financial Services in Plano, TX. She holds the Series 66 designation and has 19 years of industry experience, including 18 years at UBS Financial Services. 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 and provides proprietary research and capital markets solutions.

Armani Miller is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services in multiple roles since 2017, as well as at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2021 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets services.

Laura Retta is a Series 66-licensed financial advisor with UBS Financial Services in Plano, TX, with 9 years of industry experience. She has been with UBS since 2002. Outside of her advisory role, she serves as an officer and treasurer for several local nonprofit organizations supporting Plano-area schools and community activities, including the Wildcat Basketball Booster Club and Plano Senior High School AVID Booster Club, and she volunteers in political advocacy for Plano ISD bond propositions. 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 operates with institutional trading capabilities alongside wealth management services and provides a broad platform including custody, underwriting, and capital markets services.

Bruce Dieterlen is a CFP® professional with 19 years of experience in the financial services industry, currently affiliated with UBS Financial Services in Plano, TX. He has been with UBS since 2007. 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 utilizes proprietary research and model-based asset allocations to tailor plans to client goals.

Megan Strnadel is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2021. Her prior experience includes roles at Wells Fargo Clearing Services LLC and Fidelity Investments. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Viet Phan is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2010. He holds Series 63 and Series 66 licenses and is based in Plano, TX. UBS Financial Services Inc. 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 supports advisors with proprietary research and model-based asset allocations.

Michael Culin is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 10 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he provides strategic and budget advisory support to Prince of Peace Catholic School. 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. The firm uses proprietary research and model-based strategies to tailor financial plans aligned with clients’ goals and risk tolerances.