Brandy Springer is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and 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 plans to clients' goals and risk tolerances.

Gary Dowdell is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has 21 years of industry experience, including 13 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates proprietary market research and model-based asset allocations to tailor strategies for clients and combines institutional trading capabilities with wealth management services.

Barton Talkington is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2008. Outside of his advisory work, he coached junior high football at Coram Deo Academy, a private Christian school in Texas. 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 clients' goals. The firm operates across multiple financial services, including trading, underwriting, and wealth management.

Priya Rametra is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Investments. Rametra 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 provides proprietary research and diversified capital markets solutions.

Gabriel Cooperman is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with UBS since 2015. Cooperman serves as a non-voting advisory member to the board of Children’s Rights, an organization that investigates and combats violations of children’s rights nationwide. 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. The firm employs proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerance.

Peter Humphrey is a financial advisor at UBS Financial Services with 57 years of industry experience. He has been with UBS since 1985. Humphrey 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 and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital markets expertise to tailor client solutions.

Jason Kubica is a financial advisor at UBS Financial Services with 20 years of industry experience. He has worked at UBS since 2008 and holds the Series 66 designation. Outside of his advisory role, he serves as a general business advisor to his wife’s home textiles business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Deborah Mazzulla is a financial advisor at UBS Financial Services in San Jose, CA, with 45 years of industry experience. She has been with UBS since 1995. She holds Series 63 and Series 66 licenses. 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 access to proprietary research and capital markets activities.

Kimberly Rosenfeld is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as Treasurer and a board member for the Riverview at the Preserve Homeowners Association, where she oversees budgeting, financial reporting, and community projects. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in delivering its advisory services.

Baily Kennedy Oldiges is a financial advisor at UBS Financial Services with seven years of industry experience. They hold a Series 66 designation and have worked at UBS since 2018. Prior to UBS, they held positions at The Christ Hospital and Five Seasons Family Sports Club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Christopher Beale is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Painewebber Inc. since 2003. Outside of his advisory work, Beale serves as committee chairman and treasurer for Cub Scout Pack 63 in the Tidewater Council of the Boy Scouts of America, involved in youth education and skill development. 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 clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Sherry Swenson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds a Series 66 designation and has been with UBS since 1987. Outside of her advisory work, she is involved with the Indian Hills High School Boys Soccer Boosters Association as a fundraiser and alumni member. 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.

Timothy Mcelroy is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Jeffrey Hogue is a CFP® professional with 27 years of industry experience, currently advising clients at UBS Financial Services since 2015. He is based in Gainesville, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Hogue serves on advisory committees for the Community Foundation of North Central Florida and Anthem Community Church, providing guidance on budgeting and community outreach. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of products and services including discretionary portfolio management and alternative investments.

Robert Angeline is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

James Kitz is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as trustee for a family trust related to the estate of a former UBS employee. 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 services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jesse Amarillas is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with UBS Financial Services Inc. 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, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Andrew Strauss is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad platform of capital markets services.

Kaitlin Weaver is a Series 66-credentialed financial advisor at UBS Financial Services with three years of industry experience. She previously worked at Morgan Stanley and has held roles at G.H. Bass & Co and Fishkill Farms. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing clients access to proprietary research and a broad range of capital markets services.

Todd Johnson is a financial advisor with UBS Financial Services in Missoula, MT, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2015. Johnson serves on the board of directors for FC Missoula Soccer Organization, which provides youth opportunities to participate in organized soccer. 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 plans aligned with clients’ goals and risk tolerances.