Alexander Crank is a financial advisor at UBS Financial Services with 11 years at the firm and six years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he serves on the board of directors for The Dance Project, a nonprofit organization involved in fundraising and organizing performances. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Lisa Miller is a financial advisor with UBS Financial Services in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is active as a trustee of the Miller Family Trust. 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 provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Roger Feldman is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining UBS in 2022, he worked at Bank of America and Merrill from 2017 to 2022, and at Lake Placid Marketing LLC from 2012 to 2017. Feldman is also a committee member of the Maryland Association of General Contractors, where he assists in fundraising for charitable events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Damien Supple is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience, all spent at UBS. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Sara Mccue is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She previously worked at Bank of America, N.A. and Merrill. Outside of her advisory role, she is the owner of The Blue Agave Trust, where she serves as a living revocable trust grantor and trustee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including portfolio management, financial planning, and institutional trading capabilities.

Susan Watts is a financial advisor at UBS Financial Services with 39 years of industry experience. She has been with UBS since 1985. Outside of her financial career, she has written a fictional book along with a prequel and two sequels and is seeking publication for these works. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of financial services.

Stephanie Reiner is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank NA. 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 services, supported by proprietary research and affiliated banking programs.

Owen Stryker is a financial advisor at UBS Financial Services with a Series 66 designation. He has prior experience at the University of Delaware, Dick's Sporting Goods, and Montgomery Township School District. He has been with UBS in various roles since 2022. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor solutions for clients.

Craig Cisney is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2013 to 2026. Outside of his advisory work, he is active as a stand-up comedian, emcee for charitable events, and motivational speaker. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Jonathan Guzman is a financial advisor at UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 designations with 12 years of industry experience. He has been with UBS Financial Services since 2014. 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 operates as a broker-dealer, investment adviser, and futures commission merchant.

Justin Equitz is a Certified Financial Planner® at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Blair Marie Larson Edman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding the Series 63 designation and bringing 11 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Merrill, and Oppenheimer. She serves as a trustee and co-trustee for investment-related trusts in West Chester, Ohio. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Matthew Norwood is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

John Mills Pierre III is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill for nine years. Outside of his advisory role, he is involved as a limited partner in theatrical productions and commercial ventures, and serves as an officer in a Manhattan neighborhood association organizing community events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes proprietary research to tailor strategies aligned with clients’ goals and risk tolerances.

Stacy Oster is a financial advisor at UBS Financial Services in Bellevue, WA, with 26 years of industry experience. She has been with UBS and its predecessor Paine Webber since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services to meet diverse client needs.

Indy Colas is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience. Prior to joining UBS in 2017, Indy worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2017. 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 through proprietary research, model-based asset allocations, and a broad platform that includes custody, underwriting, and capital markets solutions.

Vicente Del Rio is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. for 11 years before joining UBS in 2021. Outside of his advisory role, he is a partner in I3 Capital Partners, LLC, focusing on private investments, and is involved in I3 Marine, LLC, which relates to recreational boating. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and a futures commission merchant.

Dominic Calvani is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. In addition to his advisory role, he serves as a general partner at KC Partners, investing in Brentwood Capital Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Lisette Hernandez is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has been with UBS since 1996. Outside of her advisory role, she is involved in a small business making pretzels. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Melissa Graham is a financial advisor with UBS Financial Services in Sparta, TN, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets activities.