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Robert Vaughan is an Institutional Investment Consultant and Wealth Advisor with more than 20 years of experience helping retirement plan sponsors, investment committees, corporate executives, and high-net-worth families navigate complex financial decisions.

Robert specializes in fiduciary oversight, retirement plan governance, investment manager due diligence, and defined contribution plan consulting. He advises organizations ranging from emerging retirement plans with $5 million in assets to institutions managing more than $1 billion, helping plan sponsors fulfill their fiduciary responsibilities while striving to improve participant outcomes.

Prior to relocating to Houston, Robert served as a Product Manager within the UBS Institutional Consulting Group in Weehawken, New Jersey. In that role, he supported 135 Institutional Consultants responsible for more than $45 billion in institutional assets. During his career at UBS, Robert worked with a broad range of clients, including corporations, healthcare systems, non-profit organizations, labor unions, insurance companies, and corporate executives.

Today, Robert and his team advise approximately 30 institutional clients representing nearly $7 billion in assets under management. He works closely with plan sponsors, fiduciary committees, and organizational leadership to address investment oversight, ERISA fiduciary responsibilities, plan design considerations, and retirement readiness initiatives.

Robert holds a Master's Degree in Finance from Baruch College in New York City and earned the Certified Investment Management Analyst® (CIMA®) designation through The Wharton School. His institutional consulting background and advanced investment training provide clients with a disciplined, research-driven approach to investment and fiduciary decision-making.

Before beginning his investment career, Robert proudly served in the United States Army after enlisting during Operation Desert Storm. He remains actively involved in the industry and his community, serving on the Houston Compensation & Benefits Association, the Global Equity Organization, the Investments & Wealth Institute Ethics Committee, and multiple defined contribution advisory boards.

Whether advising retirement plan committees on fiduciary best practices or helping successful families pursue their long-term financial goals, Robert is committed to delivering objective advice, disciplined oversight, and client-focused outcomes.

• NAPA Top DC Advisor Teams, 2022, 2024, 2025, 2026The NAPA rating is awarded annually in March based on information from December of the prior year.
• PLANADVISER Top Retirement Plan Advisers, 2021, 2022, 2023, 2024, 2025, 2026The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

• Baruch College, Masters in Finance

• Chartered Retirement Plans Specialist
• Retirement Plan Consultant

• TX

Improving the world around him is a core value for Josh, and he takes pride in helping people strive for a brighter financial future in his role as a Senior Wealth Strategy Associate. Josh specializes in retirement planning and financial wellness, with a focus on creating investor education programs that inspire participants to save for retirement. Josh places a premium on his work in analysis and reporting, making sure that information is clear and easily accessible for committee members to make informed decisions that result in high-quality retirement plans for the employees they serve.

Josh ended his baseball career at Panola College before transferring to The University of Texas at Austin and earning his bachelor’s degree in economics. He brings the team mindset from his years on the baseball diamond to his work at UBS, focusing on developing trust and strong collaborative relationships. He is also a Chartered Retirement Plans Specialist™, in addition to holding his Series 7 and Series 66 licenses from FINRA and General Lines Agent license from the Texas Department of Insurance.

• NAPA Top DC Advisor Teams, 2022, 2024The NAPA rating is awarded annually in March based on information from December of the prior year.

• The University of Texas at Austin, Bachelor of Arts- BA, Economics: 2017 - 2020

• Chartered Retirement Plans Specialist

Hannah Comer serves as a Client Associate, supporting clients and advisors through a range of service, marketing, and operational responsibilities. Known for her organization, creativity, and attention to detail, she helps provide a seamless client experience while supporting the team’s day-to-day business needs.

She also plays an active role in coordinating client events, educational seminars, and internal programs. Working closely with advisors and team members, she helps ensure each initiative is thoughtfully planned, professionally executed, and aligned with the team’s commitment to exceptional client service.

She is currently completing her college degree and working toward her FINRA licensing. She is focused on expanding her knowledge of financial markets, investment strategies, and wealth management while continuing to grow professionally.

With a long-term goal of becoming a Financial Advisor, Hannah approaches each opportunity with curiosity, initiative, and a genuine desire to help others. She is committed to developing the knowledge and experience needed to help clients pursue their financial goals with confidence.

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Logan Lopez joined UBS in 2025 and serves as a Registered Client Associate with the South Central Group. In his role, he supports advisors and clients through a wide range of operational, administrative, and service-related functions, helping to ensure a seamless wealth management experience. Known for his attention to detail and client-first mindset, Logan works closely with clients and team members to build strong relationships and deliver exceptional service.

Passionate about personal finance and financial planning, Logan is committed to helping clients navigate important financial decisions with confidence. He enjoys expanding his knowledge of financial markets, investment strategies, and wealth management solutions while continually seeking opportunities to grow professionally and better serve clients.

Logan earned dual Bachelor of Business Administration degrees in Finance and Banking & Financial Institutions from Sam Houston State University. He currently holds the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses and is pursuing the Certified Financial Planner™ certification through Rice University's Susanne M. Glasscock School of Continuing Studies. 

Before completing his studies at Sam Houston State University, Logan competed as a collegiate baseball player at Texas Lutheran University. His experience as a student-athlete instilled the discipline, resilience, and team-oriented approach that continue to influence his professional career today.

A native Texan, Logan enjoys staying active, following financial markets, and spending time with family and friends.