Kansas City, MO Pennsylvania Avenue Office

Marchelle Alexander is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing 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.

Jennifer Dunklin is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked previously at Liam Porter Insurance Agency and State Farm Vp Management Corp. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad range of services such as proprietary research, market-making, and securities-backed lending programs.

Steven Hughes is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with UBS since 1993. Outside of his advisory role, he serves as a successor trustee for family estates. 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 asset allocations to tailor client plans.

Timothy Laughlin is a financial advisor at UBS Financial Services in Kansas City, MO, with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at First National Bank of Kansas 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 and incorporates proprietary research and model-based asset allocations in its client solutions.

Tyler Bret is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with approximately one year of industry experience. His background includes roles at UBS Financial Services and The University of Missouri Office of Investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Gage Krieger is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following nine years at Waddell & Reed Financial. Outside of his advisory role, he is involved in two partnerships: Krieger Investments LLC, focused on real estate financial decision-making, and Advantage Billboards LLC, which owns and operates advertising billboard structures. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and market-making services.

James Degoler is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience, all with UBS since 1986. Outside of his advisory role, he is a one-quarter owner of a limited liability company involved in ownership and maintenance of hunting and fishing property. 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 through proprietary research and model-based asset allocations.

David Degoler is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at Motorola Solutions and Northern Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor portfolio management and financial planning. The firm operates with institutional trading capabilities alongside wealth management services, providing a broad range of financial solutions.

Andrea Uptegrove is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and 25 years of industry experience. She has worked at UBS since 2006 and has a concurrent affiliation with U.S. Bancorp Piper Jaffray Inc. since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Gary Smith is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved in local hunting clubs, serving as president of Onanole West Inc. 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 deliver tailored financial plans and portfolio management.

Jessica Hayes is a financial advisor with UBS Financial Services in Kansas City, MO, holding the Series 66 designation and with 20 years of industry experience. She has been with UBS Financial Services Inc. since 2006. Outside of her advisory role, she is involved as an independent consultant for BeautiControl, works as an independent consultant for Arbonne, and is a partner in Yard Love, a business specializing in yard sign rentals for special occasions. 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 and offers a broad platform that includes custody, underwriting, and capital markets services.

Colin Campbell is a financial advisor with UBS Financial Services in Kansas City, MO, holding a Series 66 designation and two years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets functions.

William Wolbach is a Series 66-credentialed financial advisor with UBS Financial Services in Kansas City, MO, where he has worked since 2006. He has 23 years of industry experience. Wolbach holds various community and nonprofit roles, including board memberships at the Kansas City Country Club and the Kansas City Art Institute, and serves on investment committees for the Nelson Atkins Museum of Art and Children’s Mercy Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, employing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management and capital markets services.

Michael Mimick is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with UBS since 2014. Located in Kansas City, MO, Mimick provides advisory services within a large institutional firm. 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 plans.

Johnathon Lemons is a Series 66 licensed financial advisor with UBS Financial Services in Kansas City, MO, with two years of industry experience. His background includes roles at UBS Financial Services and involvement with the University Venture Fund Crossroads, along with experience at the University of Kansas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.