Leo Asada Johnson is a Series 66-licensed financial advisor with six years of industry experience, currently with UBS Financial Services since 2019. Before joining UBS, he worked at Citigroup Inc. from 2012 to 2019. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Linda Ramirez is a Series 66-registered financial advisor with UBS Financial Services in Chicago, IL, with 42 years of industry experience. She has been with UBS Financial Services since 1995 and has worked at UBS Securities LLC for 20 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based 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 investment plans.

Christopher Eckhardt is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. Eckhardt is based in Walnut Creek, CA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client solutions.

Joy Pascoe is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets before joining UBS in 2013. Outside of her advisory role, she is the proprietor of Cedar Ridge Farm Stand, a business that produces and sells handmade lavender and home products. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad platform of capital markets and lending services.

Earl Thompson III is a Series 66 licensed financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2008 and serves on the Finance Committee of Our Lady of The Rosary Catholic Church, where he participates in budgeting and financial decision-making. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Bonnie Wong Van Vliet is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Alexandra Morgan is a financial advisor at UBS Financial Services with 7 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Outside of finance, she participates as a junior actor in improvisational theater performances. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering fiduciary financial planning alongside principal trading and market-making activities.

Patrick Gardner is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. 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 provides research, custody, underwriting, and capital markets services through its platform.

James Birkins is a financial advisor at UBS Financial Services with 15 years of industry experience. He has held prior roles at Eaton Vance Management and Eaton Vance Distributors, Inc. from 2011 to 2020. He holds the Series 63 and Series 66 designations and is based in Weehawken, NJ. 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 provides research-driven, tailored investment strategies.

James Corrigan is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and 11 years of industry experience. He joined UBS in 2017 after two years at FTB Advisors, Inc. 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 uses research-driven strategies tailored to clients’ goals and risk tolerances.

William Huthnance is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at UBS since 2015, previously serving at Credit Suisse Securities and Morgan Stanley. Outside of his advisory role, he serves on the board of SpringSpirit Baseball, a charitable organization focused on mentoring local youth through baseball. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, offering customized financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Barry Mcalinden is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. 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 combines institutional trading capabilities with wealth management services through a broad platform that includes custody, underwriting, and capital markets activities.

Ignacio Del Carril is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He previously worked for HSBC Securities (USA) Inc. and HSBC Private Bank International for 14 years prior to joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and research through its extensive platform.

Gianna Drake Kerrison is a financial advisor with UBS Financial Services in Newport Beach, CA, holding the Series 63 designation and bringing 42 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with a broad platform that includes fiduciary financial planning, portfolio management, and capital markets services.

Cosmo Fontana is a financial advisor with UBS Financial Services in Wall, NJ, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with UBS Warburg LLC since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals.

Ryan Mcgovern is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he is a sole proprietor landlord of a condominium in Secaucus, New Jersey. 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, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Jennifer Vanderschoor is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 26 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans according to client goals and risk tolerances.

Connor Whalen is a financial advisor with UBS Financial Services in El Segundo, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Tesla, F45 Training, and Adidas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers services including financial planning, portfolio management, and capital markets activities.

Nicholas Deidiker is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and having 12 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Amputee Blade Runners, a nonprofit providing free running prosthetics for amputees, and is involved with the Nashville Symphony as Chair of the associate board and a member of the full Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Matthew Santini is a financial advisor at UBS Financial Services in New York, NY, with 19 years of industry experience. He holds Series 65 and Series 66 designations and has worked at UBS since 2019, previously working at Mass Mutual Life Insurance Company and MML Investors Services. 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 provides research, capital markets, and custody services through its platform.