John Hagy is a Series 66-registered financial advisor with nine years of industry experience. He has worked at UBS Financial Services since 2023 and previously spent six years with Morgan Stanley and its Private Bank division. Prior to his career in finance, he spent ten years in education. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client strategies.

Charles Dankworth is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses 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 discretionary 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 clients' goals and risk tolerances.

Seth Schulder is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with UBS since 2015. 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 leverages proprietary research and model-based asset allocations in its advisory approach.

Abraham Azar is a financial advisor with UBS Financial Services in Irvine, CA, holding the Series 66 designation and three years of industry experience. His prior work includes positions at several law firms, including Jeffer Mangels Butler & Mitchell LLP and Dechert LLP. 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 uses proprietary research and model-based asset allocations to tailor investment plans and provides fiduciary financial planning services when engaged.

Yuqing Zhang is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, Yuqing held roles at Aspiriant, Golden Eagle Asset Management, and CICC Wealth Management, and has academic experience from the University of Southern California and the University of California, Irvine. Yuqing holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and capital markets services through a broad platform.

Melinda Frink Crimmins is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2013. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

Ian Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Andrew Kearns is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he worked at Fidelity Investments and has experience at Miami University and The Hillman Group. He serves on the Miami University Alpha Delta Phi Alumni Council, advising on organizational activities and financial matters. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and asset allocation models.

Thomas Mcgivern is a Series 63 licensed financial advisor with UBS Financial Services in New York, NY. He has 31 years of industry experience and has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services to tailor solutions aligned with clients’ goals and risk tolerances.

Simone Shammai is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is involved with Shammai Investments LLC, which includes management and supervisory responsibilities related to a rental four-plex property. 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 and operates with a broad platform that includes trading, custody, and lending services.

Carolyn Hall is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Hightower Advisors and Wells Fargo Advisors. She is based in Bloomfield Hills, MI. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary capital market assumptions and research 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.

Daisy Feng is a financial advisor at UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with UBS Financial Services since 2016. 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 delivers advisory work using proprietary research and model-based asset allocations.

Timothy Brown is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2006. Outside of his advisory role, he serves as treasurer and board member of the Carmel Music Society, which presents classical music performances on the Monterey Peninsula. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Corey Behm is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James, E*TRADE Securities, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm offers a range of services including fee-based planning, portfolio management, and capital markets activities.

Kenneth Horwitz is a financial advisor with UBS Financial Services in Bremerton, WA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with UBS since 1986. Outside of his advisory work, Horwitz owns and operates Olde Thyme Aviation, Inc., an engineering company that maintains vintage airplanes and offers flights at the Museum of Flight. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Bryan Steele is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as the general manager of a property rental business in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors utilizing proprietary research and model-based asset allocations.

Dawei Qian is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and previously worked at John W Bristol from 2013 to 2017. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Matthew Christ is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Matthew is based in Sewickley, PA. 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 client plans.

Jon Dunavold is a financial advisor with UBS Financial Services in Viejo, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Painewebber Inc. since 2000. 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 manages conflicts of interest through fiduciary financial planning services.

Matthew Mardirosian is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Merrill for nine years before joining UBS in 2023. He holds a Series 66 designation and is based in Hartford, CT. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing access to proprietary research, market-making activities, and affiliated lending programs.