Reno, NV Office

James Gibson is a financial advisor with UBS Financial Services in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Gibson serves on the Board of Directors and the Finance Committee of Mountains Community Hospital, and also sits on the Board and Investment Committee of the Lake Arrowhead Hospital Foundation. 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 integrates institutional trading capabilities with wealth management and delivers advisory services using proprietary research and model-based asset allocations.

Morgan Cartledge is a financial advisor at UBS Financial Services with three years of industry experience. He has held roles at Persing Professional Group and was involved with Puzzle Room Reno prior to his current position. Morgan also attended the University of Nevada, Reno. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, employing proprietary capital market assumptions and research to customize investment plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, combining institutional trading capabilities with wealth management services.

Christopher Wagner is a financial advisor with UBS Financial Services in Reno, NV, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2015. Wagner serves on the Dean's Business Development Council at San Francisco State University's College of Business and volunteers as a mentor for students there. He is also a member of the Endowment Committee at the Lutheran Church of the Good Shepherd in Nevada, which allocates grants to local nonprofit organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm offers a range of capital markets services and integrates institutional trading capabilities with wealth management.

Brent Sawrie is a financial advisor with UBS Financial Services in Reno, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2015. 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 offers research-driven, model-based asset allocations tailored to clients' goals and risk tolerances.

Thomas Melohn Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He is a general partner in The Melohn Family Limited Partnership, which focuses on family estate planning. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Susan Mckinney is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Erika Herfert is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with UBS Financial Services since 2011. Outside of her advisory role, she is part owner and has an administrative role in Sierra Turin LLC, a business offering outdoor lessons and retail merchandise in Reno, NV, operating alongside her husband. UBS Financial Services 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 access to proprietary research and a broad range of capital markets services.

Brianna Lundy is a financial advisor at UBS Financial Services in Reno, NV, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Cornerstone Retirement Group, Inc. 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 services and provides access to proprietary research, capital markets services, and affiliated lending programs.

David Miller is a CFP®-certified financial advisor with 22 years of industry experience, currently with UBS Financial Services in Reno, NV, where he has worked since 2009. He serves on the board of Catholic Charities of Northern Nevada as Treasurer and a member of the Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment solutions.

Manuel Robert Senna Jr. is a financial advisor with UBS Financial Services in Reno, NV, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as a committee member for the Tahoe Roundtable, an organization involved in social support and community activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of investment products and research to tailor solutions to client needs.

Scott Hinxman is a CFA® charterholder and holds the Series 66 designation with seven years of industry experience. He has been with UBS Financial Services since 2018. Prior to that, he worked at Forever Awnings and the University of Nevada, Reno. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and 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 advice to clients’ goals and risk tolerances.

John Deming is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a personal manager for the band Rudy Parris. 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 uses proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.