Candace Walker is a financial advisor at UBS Financial Services with 21 years of experience in the industry. She holds a Series 66 designation and has been with UBS since 2005. 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 wide range of capital markets and research resources.

Michael Teel is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked previously at firms including Merrill, JPMorgan Chase Bank, and Apollon Wealth Management. Outside of his advisory role, he serves as a color analyst for Rutgers Football Radio broadcasts during the fall season. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Andrew Oconnell is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with UBS since 2013. 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 delivers advisory work using proprietary research and model-based asset allocations.

Earl J. Keller III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with UBS since 1992. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jessie Deck is a financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2006 and holds the Series 66 designation. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Melissa Lovell is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining UBS in 2017. Outside of her advisory role, she serves as a trustee for family trusts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, customized investment solutions.

Jack Payne is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to his advisory role, he has experience in various industries including pest control, automotive sales, and media. Outside of his advisory work, he is a partner in House of Payne Enterprises LLC, where he is involved in locating and analyzing real estate properties for college housing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Subeer Manhas is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with UBS since 2009 and previously worked at Morgan Stanley from 1999 to 2009. Outside of advising, he holds a 50% ownership interest in a rental real estate business with his wife. 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 a range of capital markets and research resources to support its advisors.

Duane Blische III is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Northwestern Mutual and has held roles outside finance, including positions at John Brewers Tavern and Pizzeria Marzano. UBS Financial Services 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 leverages proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Fernando Van Peborgh is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS and its affiliates since 2003. Outside of his advisory role, he is involved as a sole proprietor in a financial services firm and serves as a director in an investment trust. 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 client plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of services including discretionary portfolio management and capital markets activities.

Lee Meddin is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2025. Prior to joining UBS, he spent 10 years at Sagacious Capital, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Tracy Garrett is a financial advisor at UBS Financial Services with 25 years of industry experience. She has worked at UBS since 2018 and previously held positions at Janney Montgomery Scott and Mizuho Securities USA. 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-driven, model-based asset allocation tailored to client goals.

Chancelor Strickland is a financial advisor at UBS Financial Services in Columbia, SC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Calmwater Advisors, and Commonwealth Financial Network. 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 aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets, advisory, and lending solutions.

Linda Porter is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Advisors, Morgan Stanley, and Wells Fargo Clearing. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Thomas Temple is a financial advisor at UBS Financial Services in Northbrook, IL, with 39 years of industry experience. He has been with UBS since 2012 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages portfolios with both discretionary and non-discretionary approaches.

Jennifer Susco is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she serves as vice president and treasurer of the Georgetown University alumni club in Washington, D.C., where she supports alumni and students with career navigation. 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, providing a broad range of capital markets and advisory solutions.

Jacqueline Denton is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked with UBS Business Solutions and UBS Financial Services since 2015. 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 integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment products.

John Collura is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and 16 years of industry experience. He has been with UBS since 1985. 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 mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to deliver tailored investment solutions.

Giuseppina Geissbuhler is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and bringing eight years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is involved in wellness and wellness-related entrepreneurial activities, including operating a business focused on meditation, fear release tools, and birth preparation support. 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 integrates institutional trading capabilities with wealth management, offering various capital markets services alongside fee-based financial planning and portfolio management.

Marc Smith is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His work history includes multiple positions at Bryant University and roles with the City of Gloucester Department of Public Works and various other organizations. 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 utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.