Ryan Rozniakowski is a Series 66-licensed financial advisor with UBS Financial Services in Paramus, NJ, with nine years of industry experience. His prior work includes roles at Lakeview Loan Servicing, LLC and PHH Mortgage Corporation. He has been with UBS Financial Services and UBS Bank USA since 2017. 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, supported by proprietary research and affiliated banking programs.

Martin Sosna is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience. He previously worked at Marquette Associates and has an academic background from Miami University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and customized financial planning.

Andrew Tse is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he owns and manages residential rental properties. 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 plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Allison Neumann is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY, where she has worked since 2018. She has seven years of industry experience, including a brief tenure at The Stilwell Group in 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a variety of fee-based and discretionary portfolio management options.

Curtis Kocher is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2017, following a brief tenure at Coyote Logistics. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Donald W. Harden is a CFP® and ChFC® professional with 37 years of industry experience, currently affiliated with UBS Financial Services in Cincinnati, OH since 2008. He is also a licensed independent insurance agent specializing in fixed products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Thomas Stacy is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. 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.

Jamie White is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management and access to alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

John Rufo is a financial advisor with UBS Financial Services in Conshohocken, PA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with UBS since 2015. 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 financial plans and provides a broad range of capital markets and fiduciary services.

David Stanco is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Fidelity Investments, and Barnum Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services.

Ortal Shachar is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2007. Outside of her advisory role, she serves as a Hebrew teacher at Temple Sholom in Chicago. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Sean Hattrick is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Hattrick serves on the board of directors for Heart of the Hamptons, a local charity, and has been a member of the Tuckahoe Common School District board. 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 provides a broad range of capital markets and advisory solutions.

Michael Grosse is a financial advisor at UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing services such as futures commission merchant operations, principal trading, and proprietary research.

Gerard Freeh is a financial advisor with UBS Financial Services in Tucson, AZ, holding a Series 63 designation and 33 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 services, supported by proprietary research and a broad platform of capital markets solutions.

Michael Libraty is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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.

Tyler Smith 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. Outside of his advisory role, Smith serves as an assistant coach for Simply Pure Baseball Club & Academy, a nonprofit youth baseball organization. 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 integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

John Ramirez is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Alliance Bernstein and The Vanguard Group. His background also includes roles outside of finance, such as at Highway Materials and involvement with Loyola University Maryland. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Darryl Rodgers is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sanford C. Bernstein & Co., LLC for seven years before joining UBS in 2021. 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 strategies to clients’ goals and risk tolerances.

Mark Conrad is a financial advisor at UBS Financial Services with 17 years of industry experience. He has held positions at UBS since 2016 and previously worked at Bank of America, N.A. and Merrill from 2014 to 2016. He holds Series 63 and Series 66 designations and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research, capital markets services, and affiliated banking programs.

Kim Lien Le is a financial advisor at UBS Financial Services with 24 years of industry experience. Prior to joining UBS in 2022, Le worked at Morgan Stanley and Morgan Stanley & Co., Inc. for a combined 15 years. Outside of financial advising, Le owns a home baked goods business called SEN5ES. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.