James Lynn is a Series 66-registered financial advisor with UBS Financial Services in Providence, RI, bringing 25 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of 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 offerings.

Cynthia Pikala is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. Based in Minneapolis, MN, her career includes over a decade advising clients through a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored investment solutions.

Steven Chensky is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor investment strategies.

Cary Clevenger is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and six years of industry experience. His work history includes multiple roles within UBS since 2019 and prior experience in various service and retail positions. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans and portfolios to clients’ goals and risk tolerances.

David Parella is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 registrations and has one year of industry experience. Prior to joining UBS, he worked at CWM, LLC and Carson Group. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Timothy Gold is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he has served as an executor of an estate since 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and services.

Catherine Mc Laughlin is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019. Prior to UBS, she was employed at Fitzrovia Post Limited for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets support through a large network of advisors.

Glen Darby is a financial advisor with UBS Financial Services in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2014. 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 asset allocation models to tailor client plans.

Matthew Hoffman is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining UBS in 2021, he worked at J.P. Morgan Securities LLC for ten years. 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.

Curtis Steube is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. 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. The firm utilizes proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and capital markets services.

Mark H. Bradley is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 registrations and bringing 52 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is the sole proprietor of B S Aircraft Partners, a business involved in aircraft ownership and transportation. 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 and offers a range of capital markets services through its platform.

Bindi Swammi is a financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at Ameriprise Financial Services LLC for 16 years before joining UBS in 2022. Outside of his advisory role, he serves as adjunct faculty at Mitchell Hamline School of Law and is a board member of Advocates for Human Rights. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Steven Perkal is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Starcom for two years before joining UBS in 2018. He is based in New York, NY. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.

Kirsten Freer is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including 13 years at Citi before joining UBS in 2022. UBS Financial Services Inc. 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 distributes proprietary research to tailor investment solutions.

Teri Sundberg is a financial advisor at UBS Financial Services in Plano, TX, with 21 years of industry experience. She holds the Series 66 designation and has worked at Merrill and UBS Financial Services since 2005. UBS Financial Services Inc. 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 access to a wide range of capital markets services.

Daniel Gerschel is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a 25% owner of Gerschel Brothers Holding LLC, a family limited partnership that owns investment property and shares in a private company. 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. The firm employs proprietary research and model-based asset allocation to tailor strategies aligned with clients’ goals and risk tolerances.

Luiz Augusto Teixeira is a Series 66 licensed financial advisor with six years of industry experience. He has worked at UBS Financial Services since 2023 and previously spent five years with Merrill. Prior to his financial services career, he held a position at Burberry. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a wide range of capital markets services and proprietary research to support tailored client solutions.

Benjamin Buehler is a financial advisor at UBS Financial Services with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial, Minnesota Life Insurance Company, Ascensus, and Modern Capital Advisors. Outside of his advisory work, he also works part-time as a food deliverer for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Michele Tuzzolo is a financial advisor with UBS Financial Services, holding a Series 63 designation and over 30 years of industry experience. He has worked at UBS since 2000. In addition to his advisory role, he is a commissioned notary public in New Hyde Park, New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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.

Randale Honaker is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as president of the Summercove Condominium Association. 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 delivers advisory work using proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances.