Sydney Kimball is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Alex Beilin. UBS Financial Services serves individual, corporate, and institutional clients with 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 plans to clients’ goals and risk tolerances.

Kevin Shepherd is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, he worked at Cincinnati Children’s from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and a range of capital markets solutions.

Romeo Vuticevski is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of his advisory role, he coaches girls high school tennis for New Albany Plain-Local Schools. 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 broad range of capital markets and research resources to support its advisory network.

Roberto Reyes is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and eight years of industry experience. He worked at L&V Trading from 2013 to 2020 before joining UBS Financial Services, where he has been since 2020. UBS Financial Services 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 and utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Maria Maldonado is a Series 66-registered financial advisor with UBS Financial Services in San Diego, CA, and has 11 years of industry experience. Her career includes over a decade at UBS, interrupted by a brief tenure at AlphaCore Wealth Advisory. 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 and offers a broad range of capital markets and advisory solutions.

Matthew Larson is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2023, he worked at Fordham University and Two Roads Advisors. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

William Carmody is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform that includes underwriting and securities-backed lending programs.

Todd Schroeder is a financial advisor with UBS Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is a team member of SPKH LLC, an investment-related limited liability company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

Connor Kitson is an advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work background includes roles at LPL Enterprise LLC, Align Technology, and Lightwave Dental, among others, as well as educational positions at Wake Forest High School and Heritage Middle School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of 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 a wide range of capital markets solutions.

Ryan Chase is a financial advisor with UBS Financial Services in Los Angeles, CA. He holds a Series 66 designation and has 14 years of industry experience, including 10 years at UBS. Outside of his advisory role, he works as a Lyft and Uber driver during non-trading hours. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Eliz Shahverdyan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Union Bank Investment Services, Bank of the West, and Firefighters First Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Justin Qvistgaard is a financial advisor with UBS Financial Services in Sacramento, CA, holding a Series 66 designation and three years of industry experience. He previously worked at Cambridge Investment Research Advisors, HI Financial, and other firms. His background also includes roles outside finance, such as positions at Boise State University and Davis Senior High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Odette Sanchez is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2014. 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.

Lily Elise Cantrell is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS in 2022, she worked in various roles including education and retail sectors. 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 based on clients’ goals and risk tolerances.

David Stack is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the boards of Chesapeake Shakespeare Company, a nonprofit organization, and Horizon Day Camp, which supports children with cancer and their siblings. 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 client plans and operates as a broker-dealer, investment adviser, and futures commission merchant.

Scott Chamberlain is a CFP® professional with 31 years of experience in the financial services industry. He has been with UBS Financial Services since 2009. Outside of his advisory role, he served on the board of directors for the Miracle League of Las Vegas, a charity that provides baseball opportunities for individuals with physical and mental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management solutions and provides research-driven, tailored financial plans.

Nora Burke is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services Inc. since 2018 and previously worked at Computing Concepts Inc., Wag, and Sanctafide M&A Financial Advisors LLC. UBS Financial Services Inc. 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.

Noah Friedman is a financial advisor at UBS Financial Services in New York, NY, with 16 years of industry experience. He has held his current position at UBS since 2015 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

John Simpson Jr. is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. His prior roles include positions at The Jeffrey Matthews Financial Group, Mountainside Securities, and W. H. Mell Associates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management to provide a broad range of services tailored to client goals.

Sandra Griffin is a Series 66-licensed financial advisor with five years of industry experience. She has worked at UBS Financial Services since 2022 and previously was with Robert W. Baird & Co from 2019 to 2022. Prior to her financial services career, she was involved with A Lady's Touch Inc from 2016 to 2019. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.