Jacob Rams is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to UBS, he was employed at Bank Five Nine and has experience in education with the Oconomowoc School District as well as a brief tenure at Nike. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dean Cannon is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. His prior background includes roles outside of finance, such as positions at Aesthetic Improvement and Trustco Bank, as well as experience in education and small business operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers financial planning, portfolio management, and other capital markets services supported by proprietary research and model-based asset allocations.

Jesus Kruger is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2010 and has been associated with UBS International Inc. since 2004. Outside of his advisory role, he is the owner of Jestefana LLC, a family-owned company used for personal real estate investments managed by his wife. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management solutions.

Martha Alonso Hara is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2010 and has been associated with UBS International Inc. since 2006. 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 and leverages proprietary research and model-based asset allocations to tailor client strategies.

Robert Mancino is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. 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 and provides a broad range of capital markets services.

Erika Balla is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services since 2013, including a brief tenure at Manhattan West. Based in Los Angeles, CA, her career is primarily focused within UBS firms. 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 plans to clients’ goals and risk tolerances.

Sung Hong is a financial advisor with UBS Financial Services, holding a Series 66 designation and 16 years of industry experience. He has been with UBS Financial Services since 2006. 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 solutions tailored using proprietary research and model-based asset allocations.

Cheryl Palmiter Ekaitis is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., Merrill, and Consolidated Fabrication and Constructors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

Undra Johnson is a financial advisor at UBS Financial Services with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, each for multiple years. Outside of his advisory role, he serves as a financial board member for Christ Church in Bethel Park, PA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Rose Cosio Vazquez is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the investment committee of the Bella Terra Conference Center, Inc., and is a member of the boards of Alderton House Inc. and the IESE Foundation Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and market-making activities.

Peter J. Hall is a financial advisor at UBS Financial Services in New York, NY, with 25 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a managing member of a family vacation property LLC. 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 services and offers a range of capital markets, underwriting, and custody solutions.

David Sytsma is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Mallory Vacek is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Mallory worked at Polaris Inc. and spent four years in academic roles at the University of Minnesota and Waconia High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Teresa Decaro Nardi is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2010. 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 provides access to proprietary research and capital markets solutions.

Anusha Sriram is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Bank of America, Merrill, Citigroup, and JP Morgan. 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 provides financial planning, portfolio management, and access to proprietary research to tailor strategies based on clients’ goals and risk tolerance.

Daniel Fetterolf is a CFP® and CFA® credentialed financial advisor with 18 years of experience, currently practicing at UBS Financial Services in Greenville, SC since 2008. He serves as a membership chair officer for the SC CFA Society and works as an exam grader for the CFA Institute. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Yee Yip is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Tencent Holdings Limited. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a wide range of capital markets and banking solutions.

Ryan Tessmer is a financial advisor with UBS Financial Services in Madison, WI. He holds a Series 66 designation and has 16 years of industry experience, all with UBS since 2010. 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 delivers advisory work using proprietary research and model-based asset allocations.

Elle Miller is a financial advisor at UBS Financial Services with five years of industry experience. She previously worked at Lucid Holdings, LLC for four years before joining UBS in 2020. Miller serves on the board of the Wayzata Rotary Club, a humanitarian service organization, where she holds the position of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates 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.

Matthew Strathearn is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a wide range of services including discretionary portfolio management, financial planning, and access to capital markets.