Sherry began her securities career in 1996 as a marketing coordinator for a Financial Advisor with Merrill Lynch in Lake Jackson. While attending Houston Baptist University, she worked full time for Houston Partners, a Houston based venture capital firm where they specialized in creating business investments for affluent clients. Then in 2000 Sherry joined Morgan Stanley Dean Witter and began her career serving individual client's financial needs. She has spent the last decade educating upcoming retirees on the steps needed to achieve retirement. Her focus is helping employees in the Petrochemical Industry prepare for and transition into retirement. Sherry provides her clients with retirement cash flow and investment plans optimized to achieve both their needs for a retirement paycheck and their specific retirement goals while minimizing their potential for running out of money.

Sherry currently works with UBS Financial Services as a Senior Vice President – Wealth Management, USA. She is FINRA registered and holds Series 7; 31; 63; and 65 securities licenses and is registered with the Texas Department of Insurance. Sherry and her husband Nick have identical twin sons (Chase and Logan), a daughter (Shylah Grace) and enjoy traveling, playing poker, and spending time with the family.

Registered States:
AZ, CA, CO, FL, GA, IA, LA, MI, MS, NC, NJ, OH, OK, SC, TX, WA

Earl Dyke is a Private Wealth Advisor at UBS Wealth Management, USA. He was selected from more than 8500 advisors at the firm to participate in the initial UBS Private Wealth program, consisting of the firm's top 100 advisors. After more than 23 years in the financial services industry, Earl has been with UBS for 18 years and is a member of the firm's Presidents Council. He was named one of the Top Fifty Wealth Advisors in the State of Texas by Texas Monthly Magazine.

Earl advises a few ultra high net worth clients primarily in the Texas chemicals, and oil & gas industries. For most of his career, he has concentrated on developing customized investment solutions in equities and fixed income while helping his clients meet their short and long term financial goals. He has managed three separate equity strategies for more than a decade and continues to adapt these strategies to the ever changing capital markets.

For five generations, Earl's family has contributed to the history of Houston, Texas. Notably, his great grandfather Judge Almeron Earl Amerman, Sr. was Mayor of Houston from 1918 to 1921. His son, and Earl's namesake A. E. Amerman, Jr., was an Oil & Gas Attorney who served his country honorably during World War II as a Second Lieutenant on the USS Samuel S. Miles. His other grandfather, Frank Jeff Dyke, Sr., founded Rives, Dyke Advertising, and his father, Frank Jeff Dyke, Jr., founded National Convenience Stores which owned and operated over 500 Stop N Go stores around Texas.

Earl graduated with a degree in Liberal Arts/ Marketing from Texas A&M University which he attended from 1989 to 1993. Prior to graduating from Episcopal High School, a school dedicated to the advancement of visual and performing arts, he attended Awty International School which offers both French and American diplomas and whose student body boasts 59 different nationalities.

Sarah Wadstrom, his wife of eleven years, cares for their two children Andersson (17) and Fletcher (12). She is very active in the community supporting several different organizations, including Chairing Poe Elementary School's primary fund raising event. Earl and Sarah actively support the Houston Museum of Natural Science, The Houston Zoo, and are members of River Oaks Country Club.

In addition to spending time with his family, Earl enjoys reading history and geo-politics, as well as fly fishing, and hunting.

Registered States:
AK, AZ, CA, FL, GA, IA, LA, MI, MN, MS, NC, NJ, NY, OH, OK, SC, TX, VA, WA

After serving for 7 years in the U.S. Army, I began my career in the petrochemical industry as a Process Analyzer Maintenance Technician. During my career I held the positions of Maintenance Foreman, Maintenance Supervisor, Maintenance Superintendent, and Quality Systems Manager. During this time I also started and managed several small businesses. In November of 2008 I retired after working 27 years in the Petrochemical Industry. In 2011 I was asked to join The Refinery Investment Group. My role is to provide ongoing analysis of investment performance and conduct due diligence on selecting new investment strategies. As a Senior Wealth Strategy Associate for UBS, using the resources of UBS Financial Services Inc., I work with the team to develop tailored wealth management plans and strategies. This includes analyzing risks and advantages of investment opportunities for client's individual financial circumstances and making informed recommendations. I am FINRA registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

My wife and I attend Second Baptist Church in Houston, Texas. We have one daughter, twin grandsons, and a granddaughter that live in Houston, Texas.

Registered States:
TX

Haley is a Senior Registered Client Service Associate. She began her career at UBS in July of 2007. She holds both a Series 7 and a Series 66 license. She enjoys working with clients to answer questions and assist in meeting their needs.

Registered States:
AK, CA, IA, LA, NC, NY, OK, TX, VA