Andrew Peake is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as treasurer and board member of a cooperative building corporation in New York City. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Alexis Lebkuecher is a financial advisor at UBS Financial Services in Denver, CO, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining UBS in 2025, Alexis worked at Charles Schwab and has held various positions in different industries including roles at Indian Hills Country Club and Ziggis Coffee. 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, and utilizing proprietary research and model-based asset allocations to tailor financial plans.

Rebecca Falk is a financial advisor with UBS Financial Services in Minneapolis, Minnesota. She holds a Series 66 designation and has 20 years of industry experience, all with UBS since 2006. She also serves as trustee for a family trust established to distribute assets and manage related tax obligations. 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 provides proprietary research and capital markets activities as part of its platform.

Claire Olson is a financial advisor with UBS Financial Services in Chicago, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Charles Schwab, The Whittier Trust Company, and university-based financial services, as well as involvement with PAVE: Promoting Awareness Vict. She has also worked outside finance in the food service industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as both an investment adviser and broker-dealer.

Robert Ulrich is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

Charles Hartlieb is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Hartlieb has served on a board committee for the University of Iowa Alumni Association, focusing on fundraising activities. 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 alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.

Patrick Adams is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Amy Jay is a financial advisor at UBS Financial Services in Houston, TX, with 10 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2020, following eight years at Merrill. Outside of financial advising, she owns and operates AJ Translation Services LLC, providing Spanish to English document translation services. 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. The firm combines institutional trading capabilities with wealth management services, including advisory, principal trading, and market-making activities.

Paula Best is a Certified Financial Planner (CFP®) and holds a Series 63 license with 12 years of experience in the financial industry. She has worked at First Republic Securities Company, LLC since 2014 and also held roles at Wingspan Insurance Group, LLC and M HOLDINGS SECURITIES, Inc. from 2013 to 2018. She is based in Walnut Creek, California. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a range of products and proprietary research to tailor investment solutions.

Michael Cushwa is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Steward Partners Investment Solutions and Raymond James Financial Services. Prior to his advisory career, he was employed at Thompson Creek Window Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Ricardo Barrera Villar is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS and its affiliates since 2009. 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, supported by proprietary research and various capital markets functions.

David Goodenough is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Miraj Gharti Chhetry is a financial advisor at UBS Financial Services with a Series 66 designation and five years of prior experience running Chhetry & Associates P.C. from 2017 to 2025, along with freelance work between 2015 and 2020. He is based in Weehawken, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets activities.

Thomas Curry is a financial advisor at UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at The Fedcap Group and the University of Maryland. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of 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 and offers a broad range of capital markets services.

Scott Ayres is a financial advisor with UBS Financial Services in Stuart, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a partner in Rivertime LLC, related to the purchase of a primary residence. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Jason Tabares is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup, Bank of America, and Merrill. Outside of advising, he is a passive investor in a restaurant business through CPB Consulting Group, LLC. UBS Financial Services serves individual, corporate, and institutional clients through 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 and provides a broad range of capital markets and advisory solutions.

Samuel Davidson is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to his current role at UBS, he worked at InVision Communications and has educational experience at Boston College and Fordham Preparatory School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to client goals and risk tolerances.

William Imeson is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Brown Advisory and Signature Financial Management, Inc. He serves as an Officer and Secretary-Treasurer for The BIPIS Foundation, which supports the preservation and protection of tropical rainforests in Costa Rica. 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 investment plans according to clients’ goals and risk tolerances.

Cody Finley is a financial advisor with UBS Financial Services in Indian Wells, CA, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise Financial Services and the University of Arizona. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Jason Latos is a financial advisor with UBS Financial Services in Mount Pleasant, SC, holding a Series 63 designation and with 26 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.