Tyler, TX Office

Malon Jennings is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Momentum Independent Network Inc. for nine years. Outside of advising, he serves as Vice President of K & R Holdings LLC, a LiDAR scanning business based in Tyler, TX. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Olga Zapolska is a financial advisor with UBS Financial Services in Tyler, Texas, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2019, she worked at The University of Texas at Tyler Soules College of Business and spent a decade in the real estate sector. She serves as treasurer and board member for CARE Christ-Centered, a nonprofit focused on supporting lives affected by abortion and community education. 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 use proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Andrea Sieben is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2011 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Phillip Brenneman is a financial advisor at UBS Financial Services in Tyler, TX, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with UBS since 2014. 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 integrates institutional trading capabilities with wealth management services and uses proprietary research and models to tailor investment strategies.

Michael C. Seamands is a financial advisor at UBS Financial Services with 48 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. Outside of his advisory role, Seamands is an officer of Thiophenes LLC, an oil and gas company focused on simplifying oil and gas investments in Texas and Mississippi. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 investment plans.

James Muckleroy is a financial advisor with UBS Financial Services in Tyler, TX, holding the Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory work, he owns and operates a horse breeding and sales business. 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 offers a wide range of brokerage, advisory, and capital markets solutions.

Jennifer J. Sampson is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. 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 financial plans to clients’ goals and risk tolerances.

Lee Cumming is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with UBS Financial Services Inc. and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. UBS Financial Services Inc. 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 services and provides a range of capital markets solutions supported by proprietary research and model-based asset allocations.

Michael Wheat is a financial advisor with UBS Financial Services in Tyler, TX, holding CFP® and Series 66 designations and bringing nine years of industry experience. Prior to his current role, he worked at Morgan Stanley for seven years and held positions at Cetera Investment Services, Regions Bank, and previously at UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Jeffery Bidstrup is a financial advisor at UBS Financial Services with 34 years of industry experience. He previously spent 10 years at Morgan Stanley Smith Barney before joining UBS in 2024. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances.

Lesley Loggins is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and 65 licenses and bringing 33 years of industry experience. Prior to joining UBS in 2026, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years. Outside of advisory work, she serves as an executor for an estate. 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 products and research to tailor plans to clients’ goals and risk tolerances.

Katheryn Muckleroy is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is involved in community and charitable activities, including serving on the Junior League of Tyler’s Investment Committee and participating in fundraising and finance committees for local nonprofits and her church. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services such as financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.