Ronnell Hoeltje is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with UBS since 2016. 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 leverages proprietary research and model-based asset allocations to tailor plans to client goals.

Matthew Ludington is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Based in Chicago, IL, Ludington works within a large institutional firm serving a diverse client base. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Karen Chapman is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2003 and holds Series 63 and Series 66 designations. Outside of her advisory role, she serves on the board of directors for Little Miss Mag Early Learning Center and works as an independent consultant for Arbonne, a personal care product company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Sharon Lafever is a financial advisor with UBS Financial Services in McLean, VA, holding Series 63 and Series 65 licenses and 32 years of industry experience. She previously worked at Morgan Stanley for eight years before joining UBS in 2022. Outside of her advisory role, she is involved in direct sales and business development for health and wellness products with Partner.Co, Inc. (formerly New Age Beverage) and DoTERRA. 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 for clients and offers integrated services including custody, underwriting, and securities-backed lending.

Richard Park Jr. is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and having 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves on the board of the Appalachian Carbon Exchange, which develops carbon projects supporting water quality and biodiversity, and is president of the Long Branch Home Owners Association. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers additional products such as futures commission merchant services, underwriting, and securities-backed lending.

Christopher Lash is a financial advisor at UBS Financial Services in New York, NY, with 11 years of industry experience. He holds a Series 63 designation and has been with UBS since 2004. Outside of his advisory role, Lash serves as the chairperson for the annual golf outing fundraiser for Parkers Army, a nonprofit that awards scholarships to young athletes in memory of a child who died from leukemia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities to tailor investment solutions.

Ethan Gail is a financial advisor with UBS Financial Services in Salt Lake City, UT. He holds a Series 66 designation and has been with UBS since 2026. His prior work experience includes roles in the food service industry and entrepreneurial ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocation to tailor financial plans and portfolio management.

Kenji Yoshikawa is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, 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 investment strategies.

Maria Brea is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Her prior professional background includes roles at Banco Santander Private Banking and Deloitte, as well as academic positions at the University of Miami. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to client goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Kendra Willis is a Series 66-licensed financial advisor with UBS Financial Services, based in Lafayette, LA, and has three years of industry experience. Prior to joining UBS in 2022, she worked for JP Morgan Chase Bank from 2009 to 2022. Outside of her advisory role, she assists with administrative tasks for a family-owned trucking business. 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 offerings tailored using proprietary research and model-based asset allocations.

Kenneth Tang is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. He has been with UBS Financial Services since 2018 and previously worked at Munchery. 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, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Brandy Risheill is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she teaches a course on Financial Strategies for Successful Retirement at the University of Dayton and instructs on the Financial Aspects of Divorce and Estate Settlements at the Christian Life Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering fee-based financial planning, portfolio management, and access to proprietary research.

Zachary Johnston is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company. 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, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.

Margo Wilkinson is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and 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 distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Karl Engebretson is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at UBS Financial Services since 2017 and previously at Insight Consulting Group from 2015 to 2017. He is based in Chicago, IL. 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 leverages proprietary research and model-based asset allocations to tailor client strategies.

Raul Celada Arguelles is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as an officer of Cear Inmobiliaria, a real estate business. 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 to tailor investment strategies.

James Nelson is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously been involved with organizations such as the College for Social Innovation and Fathers' UpLift. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities, offering services that include financial planning, discretionary portfolio management, underwriting, and securities lending.

Darin Mcbride is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Dea Caldas is a financial advisor at UBS Financial Services in New York, NY, with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at JPMorgan Chase Bank NA and Banco Itau. 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 a broad range of capital markets solutions.

Scott Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2012. Outside of his advisory work, he serves as Treasurer for the Boys Haven of America charity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.