Blake Mc Allister is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Techtronic Industries and The Golf Club at Newcastle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to 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 investment plans.

Maria Farhat Tanzola is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves on the boards of the Girl Scouts of The Jersey Shore and the Monmouth Park Charity Fund. 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 to client goals. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and investment products.

Sean Tintle is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Aflac. Tintle has also been affiliated with the Port Washington Yacht Club. 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, offering proprietary research, underwriting, and capital markets services.

Edmund Nasief Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, he serves on the board of the Pediatric Endowment Fund, a nonprofit supporting pediatric healthcare and medical education. 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 customized financial planning and portfolio management.

Eric Ayarzagoitia Trevino is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 credential and 14 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he is the proprietor of MTSA Property Group LLC, involved in real estate investments and management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocation and research-driven strategies tailored to client goals and risk profiles. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Nickolas Prieto is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at UBS since 2019. Prior to that, he was with Osborne Partners Capital Management and Brouwer & Janachowski. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products supported by proprietary research and a broad service platform.

Francis Dietrich is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. In addition to his advisory role, he serves as a part-time teacher in Risk Management at Northeastern University. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based strategies with institutional trading capabilities and wealth management offerings.

Brayden Neeser is a financial advisor with UBS Financial Services in Anchorage, AK, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and KeyBank and has concurrent part-time experience in the hospitality industry as a server, bartender, and cook at Little Italy Restaurant. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Andrea Landini is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with UBS Financial Services since 2010. 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 uses proprietary research and model-based asset allocations to tailor investment strategies.

William Read III is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he owns and manages Creekside Stables, is president of the Naperville Riding Center, serves as treasurer of the Naperville Polo Club, and sits on the advisory board of Stonebridge Country Club. 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 offerings and provides a broad range of capital markets and research services.

Christopher Lambert is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at The Trust Company of Tennessee for eight years. Outside of his advisory role, he serves as President of the Rotary Club of Knoxville and is a Trustee of the Rotary Foundation of Knoxville. He is also involved with Tennessee Aquatics as Past President and a member of the Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers comprehensive financial planning, portfolio management, and capital markets services.

Dominic Kariofiles is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS, he held positions with Cincinnati Pool Management, Flyer Enterprises, and the Great Miami Valley YMCA. 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. The firm utilizes proprietary capital market assumptions and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Stephen Bannon is a financial advisor with UBS Financial Services in Red Bank, NJ, holding a Series 66 designation and 14 years of industry experience. His career includes two tenures at UBS Financial Services, from 2014 to 2019 and from 2022 to present, with a three-year period at Merrill in between. He is connected to a family-owned business, CBD Hair Studio LLC, which provides salon services but in which he does not have an active management role. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor portfolios to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

Janae Winner is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2018 and holds Series 63 and Series 66 licenses. Prior to joining UBS, she worked at Stive Preparatory School - Rise for one year. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning, portfolio management, and distributions 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 advice to clients.

Ronan Tipan is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, he creates and sells original artworks through his sole proprietorship, RoTip Art Products. 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 a range of solutions including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Marianela Del Valle is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. She has been with UBS in various capacities since 2006, including roles at UBS International and UBS AG. UBS Financial Services Inc. 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 a comprehensive platform of capital markets and custody solutions.

Anna Siwula is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with UBS Financial Services since 2013. 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 through a large network of advisors.

Alice Hurl is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2006 and holds the Series 63 and Series 65 designations. 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.

Vu Chung is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2021, following a 15-year tenure at Prosek Partners. Based in Fort Worth, TX, Chung has focused his career on providing financial advisory services within institutional and individual client segments. 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 portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Luis Tavares is a financial advisor at UBS Financial Services with eight years of industry experience. He previously worked at Signature Securities Group Corp. and Signature Bank before joining UBS in 2021. He holds the Series 66 designation and is based in New York, NY. 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 client plans.