John Gaffney is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Goldman Sachs for four years and has professional credentials including Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Daniel Zucker is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory work, he is also involved with Bay Area PEO Solutions. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Casey Minnick is a Series 66-licensed financial advisor with UBS Financial Services in Denver, CO, with four years of industry experience. Prior to joining UBS Financial Services in 2021, Minnick worked at UBS from 2016 to 2021. Minnick serves on the board of directors for the USO in Colorado and Wyoming, where responsibilities include event planning, speaking about military experience, and assisting with fundraising. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, delivering tailored advice based on proprietary research and model-based asset allocations.

Emily Nevergall is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life Securities, Inc. Since 2021, she has also served as the Social Media Manager for Prince of Peace Lutheran Church, managing the church’s presence on various social media platforms. 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 tailored to clients’ goals and risk tolerances.

Dawn Frenza is a financial advisor with UBS Financial Services in Syracuse, NY, holding the Series 66 designation and 18 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Landon Bauer is a Series 66-licensed financial advisor with UBS Financial Services in Weehawken, NJ, bringing two years of industry experience. Prior to joining UBS in 2024, he held positions at the Augusta National Masters Tournament and Euronext FX, among others. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and capital markets solutions.

Chung Yan Ho is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 designation with six years of industry experience. Prior to joining UBS Financial Services in 2019, he worked at UBS AG from 2012 to 2019. 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 capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Gerald Montegani Jr. is a financial advisor with UBS Financial Services in Seal Beach, CA, holding Series 63 and Series 65 credentials. He has 33 years of industry experience and has been with UBS Financial Services since 2008. He serves as a committee member with St. Bonaventure Church. UBS Financial Services Inc. 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 services, utilizing research and proprietary asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Vincent Campasano is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of 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 plans to client goals and risk tolerances.

Carla Tyner is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2007 and holds the Series 66 designation. 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 broad range of capital markets services and proprietary research.

Carol Henry is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as a successor trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Kevin Ruther is a financial advisor at UBS Financial Services with 15 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. Outside of advisory work, he is a co-owner and operator of a real estate partnership involved in rental property decisions. 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, supported by proprietary research and a broad platform of capital markets solutions.

Thomas Anderson is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 designations and with 40 years of industry experience. He has been with UBS since 2008. 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 research-driven, tailored investment solutions.

Peter Tunney is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. Tunney served as a board member and treasurer for A Window Between Worlds, a nonprofit providing art therapy to victims of trauma, from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, delivering customized plans based on proprietary research and model-based asset allocations.

Kristopher Wright is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Hines Securities, Inc., Richemont, and Apple Inc. He is based in Tulsa, OK. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management delivered by a network of advisors who use proprietary research and model-based allocations tailored to client goals and risk tolerances.

Eric Garcia Tunon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2010 and concurrently with UBS International Inc. since 2006. He serves as a member of a broker-dealer committee within a banking and financial services trade association. UBS Financial Services Inc. 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 services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Domenic Imparato is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at Fordham University, Stonehill College, and Saint Johns High School. Outside of finance, he operates Imparato Media, a sole proprietorship offering photography and videography services. 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, including fee-based financial planning and portfolio management.

Don Brooks is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2005 and holds a Series 63 designation. 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 and offers proprietary research, underwriting, and capital markets services.

Justin Mendelson is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining UBS, he worked at John Wiley & Sons and The Washington Post. 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 strategies to clients’ goals and risk tolerances.

Dee Jay Wilde is a Series 66 licensed financial advisor with 12 years of industry experience, currently with UBS Financial Services since 2015. He serves on the board of the Fort Concho Foundation, where he is involved in educational and preservation efforts related to the historic Fort Concho in San Angelo, Texas, and has held roles with local community organizations including the San Angelo Downtown Kiwanis Club and the Parks & Recreation Advisory Board. 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 aligned with clients’ goals and risk tolerances.