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Brian D

Series 66

Warren, NJ

UBS Financial Services

Brian Drake is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. Based in Warren, NJ, he serves clients through a range of brokerage and advisory services offered by the firm. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad platform that includes proprietary research and capital markets activities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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John H

Series 63, Series 65

Bradenton, FL

UBS Financial Services

John Hamilton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and asset allocation models.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Colin H

Series 66

Weehawken, NJ

UBS Financial Services

Colin Hart is a financial advisor with UBS Financial Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at OfficeWell, Cobham Park Farm, and Instawork. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based strategies to tailor plans according to clients’ goals and risk tolerances. The firm offers a wide range of services including fee-based financial planning, portfolio management, and capital markets activities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stuart C

Series 66

San Francisco, CA

UBS Financial Services

Stuart Collett is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a variety of financial planning and portfolio management offerings.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Adeel E

Series 66

Weehawken, NJ

UBS Financial Services

Adeel Eijaz 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 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 utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Molly P

Series 63, Series 65

Wayzata, MN

UBS Financial Services

Molly Padmore is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2006 and has worked at U.S. Bancorp Piper Jaffray Inc since 2001. Outside of her advisory role, she has worked as a sales associate at Crate and Barrel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and lending solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jacob D

Series 66

Houston, TX

UBS Financial Services

Jacob Dowd is a Series 66-licensed financial advisor at UBS Financial Services with four years of industry experience. He joined UBS in 2022 after working at Ferguson Enterprises LLC and holding various roles prior to that. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Rachel A

Series 63, Series 65

La Jolla, CA

UBS Financial Services

Rachel Arendt is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2016. Outside of her advisory work, she owns and manages rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor portfolios. The firm integrates institutional trading capabilities with wealth management, offering a wide range of financial products and services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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William V

Series 66

Mt. Pleasant, SC

UBS Financial Services

William Velasco Jr. is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves on the membership committee of the Palmetto Club in South Carolina, where he contributes to growing the organization's membership. 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 employs proprietary research and model-based asset allocations to tailor financial plans and offers both fee-based planning and discretionary portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Aleksey O

Series 66

Warren, NJ

UBS Financial Services

Aleksey Olovyannikov is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Primerica Advisors, Guardian Life Insurance Company, and Northeast Financial Network. Outside of finance, Olovyannikov is involved in local politics with the South Bound Brook GOP and has expressed interest in serving as an elected borough council member. He also pursues photography and assists individuals with vehicle purchases through a separate auto-assist business. UBS Financial Services serves individual, corporate, and institutional clients by offering a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Preston T

Series 66

Dallas, TX

UBS Financial Services

Preston Taylor is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He began his advisory career in 2026, following prior roles in academic and sports management environments, including multiple positions at Texas Christian University and a stint with Steelhead Capital Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Chewen Y

Series 66

Philadelphia, PA

UBS Financial Services

Chewen Yarng is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services since 2014. Outside of his advisory role, he is the proprietor of Taota LLC, an LLC that owns a single residential rental property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Robert D

Series 63, Series 65

Jupiter, FL

UBS Financial Services

Robert Deforest is a financial advisor with UBS Financial Services in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he is a partner in a real estate venture involving Utah second homes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jeffrey S

CFP®, Series 66

Bethesda, MD

UBS Financial Services

Jeffrey Schweighoffer is a CFP® with 10 years of industry experience, currently serving at UBS Financial Services since 2015. He holds a Series 66 license and is based in Bethesda, MD. Outside of his advisory role, he works as an adjunct professor with the Financial Educators Network. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Emily M

Series 66

Westlake, OH

UBS Financial Services

Emily Minnich is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2005. Outside of her advisory role, she is a fitness instructor at PSYCLE and serves on the investment committee of St. Joseph Academy. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Deborah J

Series 63, Series 65

Pepper Pike, OH

UBS Financial Services

Deborah Junior is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 1994 and was previously associated with Painewebber Incorporated starting in 1986. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, 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 services and provides additional offerings including custody, underwriting, and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Patricia Y

Series 63, Series 65

Chattanooga, TN

UBS Financial Services

Patricia Yell is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she has served on the Sequatchie County School Board, participating in school governance and decision-making. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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David P

Series 66

New York, NY

UBS Financial Services

David Peeler is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 15 years of industry experience. Prior to joining UBS in 2022, he worked at Bank of America and Merrill from 2011 to 2022. 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 leverages proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Sharon M

Series 66

Paramus, NJ

UBS Financial Services

Sharon Murdock is a Series 66 licensed financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as Treasurer for Make Change for Carter, a charity focused on mental health awareness and support programs for first responders and schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Evan E

Series 63, Series 66

Wayzata, MN

UBS Financial Services

Evan Erickson is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Ameriprise Financial Services, LLC, and Wells Fargo Bank, N.A. Prior to his financial career, he was employed at Gustavus Adolphus College for four years. UBS Financial Services Inc. 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 plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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