Tyler Childs is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was associated with Northern Lights Distributors, LLC and Copeland Capital Management, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, fee-based financial planning, discretionary portfolio management, and access to capital markets services.

Shanya Yallaly is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC, Merrill Lynch, GWFS Equities, and Fidelity Investments. Outside of finance, she coaches volleyball at both the high school level and a youth volleyball club in Colorado. 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 as a broker-dealer, investment adviser, and futures commission merchant, offering a range of capital markets and wealth management services.

Franklin Fortney is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner in private equity and energy investment partnerships and participates on the event committee for the SEAL Legacy Foundation, a nonprofit supporting families of U.S. Navy SEALs. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through proprietary research and model-based asset allocations.

Mitchell Markley is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and bringing 22 years of industry experience. He worked at Morgan Stanley Smith Barney for 11 years before joining UBS in 2020. Outside of his advisory role, he serves on the board of directors for the South Jeffco Sports Association, where he assists with financial matters related to youth sports activities. 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, supported by proprietary research and a broad platform of capital markets, custody, and lending solutions.

Evan Clatterbuck is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank from 2016 to 2019. He is based in Charlotte, NC. 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, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Jessica Santiago is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 10 years before joining UBS in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Alvaro Mayorga is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. He has worked at UBS since 2017 and previously spent 10 years at HSBC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to customize client portfolios. The firm integrates institutional trading capabilities with wealth management, including fiduciary financial planning and comprehensive capital markets services.

Ben Tucker is a financial advisor with UBS Financial Services in Santa Barbara, CA, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, Tucker serves on the Board of Directors of the MIT Enterprise Forum, Central Coast, an organization focused on education and event planning. 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 provides proprietary research and data-analytics to support client strategies.

Alena Baranova is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and previously worked at T. Rowe Price from 2015 to 2023 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research-driven solutions.

Terrie Fuentes is a financial advisor at UBS Financial Services with 24 years of industry experience. She previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined 15 years at those firms, and has over two decades of experience at Wells Fargo Bank, N.A. Outside of her advisory role, she serves as a trustee for an investment-related trust. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Lilliam Leon Gonzalez is a financial advisor with UBS Financial Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with UBS since 2017 and previously worked at HSBC Securities (USA) Inc. and HSBC Private Bank from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Edward Mirsky is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with UBS since 2010. Outside the financial industry, he is a partner in TOPGAN DRONES, LLC, a company focused on unmanned aerial vehicle applications, and owner of a personal holding company for real estate investments in Spain. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include 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 client solutions.

Danielle Klimash is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 1998 and holds the Series 66 designation. 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 provides proprietary research, custody, underwriting, and capital markets solutions.

Janis Shipman is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2009. In addition to her advisory role, she operates an Etsy business creating handmade baby quilts and needle-felted dolls and figures. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

David Sieburg is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 designation and 13 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to client goals.

Lawrence Deluise is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in several nonprofit organizations, serving on boards and committees that support local sports programs and educational institutions. 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 investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning and capital markets activities.

Brad Seamon is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is a partner in a real estate-related business focused on home maintenance. 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 provides a range of capital markets and research resources.

Jason Krischer is a financial advisor at UBS Financial Services Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. 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 a broad range of capital markets and advisory solutions.

Timothy Bremner is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS Financial Services since 2014. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Victor Tan is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.