John Moyle is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and bringing 10 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 advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fee-based planning and portfolio management.

John Kubica Jr. is a financial advisor at UBS Financial Services in New York, NY, with 44 years of industry experience. He holds a Series 63 designation and has been with UBS since 2008. 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 broad range of capital markets and research resources to support its advisory network.

Henry Sobotka is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS Financial Services since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is the proprietor of the Bernice M. Sobotka Trust. 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 and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Debbie Chen is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. Her career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association, spanning from 2010 to the present. 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 uses proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management.

Gregory Moore is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Segal Rogerscasey from 2012 to 2017. He holds a Series 63 license and is based in Westport, CT. 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 proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Ryan Hall 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 2013. Outside of his advisory role, Hall serves on the board of directors for the Legacy Foundation of Kentuckiana, where he reviews and approves grants to health and wellness organizations in the area. 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 employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Robert Packer is a financial advisor with UBS Financial Services in Fort Worth, TX, holding the Series 65 and Series 66 credentials and possessing 28 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, Packer serves on the board of directors for the Healing Shepherd Clinic and is involved in education through prior roles with Fort Worth Country Day School, including chairing its annual fund committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services through a large network of financial advisors.

Lisa Long Margolis is a financial advisor at UBS Financial Services with 30 years of industry experience. She held a position at Morgan Stanley Smith Barney LLC from 2009 to 2022 before joining UBS in 2022. She holds Series 63 and Series 65 credentials. 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 client plans.

Curtis Young is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RBC Capital Markets and Charles Schwab, where he worked from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and capital market assumptions to tailor strategies to client goals and risk tolerances.

Thomas Little is a financial advisor with UBS Financial Services in Everett, WA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with UBS since 2015. Outside of advisory work, he owns and manages several businesses related to sales and leasing of heavy equipment, vehicle sales, and commercial real estate. 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 integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.

Nicole Bartolomeo is a financial advisor at UBS Financial Services with eight years of industry experience. She previously worked at Morgan Stanley Smith Barney for 14 years before joining UBS in 2024. She 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 uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Lauren Hall is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at BAE Systems, Central Boarding Academy, and Oshkosh Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing 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 and operates as a broker-dealer, investment adviser, and futures commission merchant.

Christopher Geesman is a financial advisor with UBS Financial Services in Chicago, IL. He holds the Series 66 designation and has 25 years of industry experience, having worked at UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets and lending solutions.

Lucas Mistretta is a financial advisor with UBS Financial Services, holding a Series 66 designation and with 13 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

Cole Patterson is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Platinum Wealth Solutions. Patterson also has experience working at Texas A&M University in various capacities. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Paul Vandenheuvel is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

William Thomas is a financial advisor at UBS Financial Services in Charlotte, NC, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Linden Thomas & Company Securities, and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Weisner Perez Rodriguez is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Bank of America Merrill Lynch and various positions in education and the National Main Street Center. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform of financial products and capital markets activities.

Laura Salmon is a financial advisor with UBS Financial Services in Bethpage, NY, holding a Series 66 designation and eight years of industry experience. She has been with UBS Financial Services Inc. since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Wynne I is a financial advisor at UBS Financial Services in Pasadena, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, Wynne serves as a successor trustee for the David I Family Trust. UBS Financial Services 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 combines institutional trading capabilities with wealth management services and offers research and capital markets solutions through its integrated platform.