Derek Vance is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. Outside of his advisory role, he owns and operates Vance's Gaited Acres, a horse boarding business. 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 products.

Sara Wiegert is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. She has been with UBS since 2021 and previously worked in medical services and the hospitality industry. 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, providing a broad range of financial solutions.

Veronica Kern is a financial advisor with UBS Financial Services in El Segundo, CA, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Morgan Stanley, J.P. Morgan Securities, Bank of America, Merrill, and Wells Fargo Clearing. 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 proprietary research and a range of capital markets products.

William Wilson II is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. 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.

Lily Gilbertson is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has worked at UBS since 2022. Prior to her advisory role, she spent five years at Northwestern University and four years at Wayzata High School. 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 through proprietary research, model-based asset allocations, and a range of capital markets services.

Angel Herman is a financial advisor with UBS Financial Services in Winston-Salem, NC. He holds the Series 66 designation and has 20 years of industry experience, including 12 years at UBS. Herman is also involved with Defining Home, LLC, a privately held business. 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 to tailor plans according to clients’ goals and risk tolerances.

Baran Koksal is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with UBS AG since 2008. Outside of his advisory role, he teaches woodworking classes and manages studio rentals through BBK Creations LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and capital market models to customize client investment strategies.

Jill Epstein is a financial advisor at UBS Financial Services with 36 years of industry experience. She has been with UBS since 2006 and holds Series 63 and Series 65 designations. Epstein is involved with the New York Board of Rabbis, where she helps organize events including dinners featuring speakers and attendees from various faith communities. 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 a range of capital markets services supported by proprietary research and models.

Jean Oppliger is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2015. He holds Series 63 and Series 65 designations. 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 a range of capital markets, underwriting, and custody solutions.

Randall Petersen is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2006. Prior to UBS, he has been affiliated with Piper Jaffray Inc. since 1989. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Charles Teixeira is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. Prior to joining UBS in 2016, he worked at Merrill for 12 years. 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 services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Colby Buss is a CFP® professional at UBS Financial Services with 14 years of industry experience, all of which he has spent at UBS since 2012. He holds the Series 66 designation and is based in Hunt Valley, MD. Outside of his advisory role, he serves as Treasurer for the Municipal Art Society of Baltimore, where he is involved in managing artist grant disbursements. 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 services and uses proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Matthew Burton is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2023 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with a range 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 investment strategies.

John Burks is a financial advisor with UBS Financial Services in Denver, CO. He holds a Series 66 designation and has recent experience at Becknell Industrial LLC and Kimley-Horn and Associates, Inc. prior to joining UBS in 2026. 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 capital markets solutions.

Kathryn Halonen is a CFP® professional with 28 years of experience at UBS Financial Services in Birmingham, MI. She has been with UBS since 1998. Outside of her advisory role, she serves as Treasurer for the East Hills Middle School PTO, managing budgeting and financial responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including wealth management and capital markets services. The firm combines institutional trading capabilities with comprehensive financial planning and portfolio management tailored to client goals and risk tolerances.

Julie Hoersten is a financial advisor at UBS Financial Services with 43 years of industry experience. She has held her current position at UBS since 2012. She holds Series 63 and Series 66 designations. UBS Financial Services Inc. 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 and comprehensive capital markets services.

Alexander Cass is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Diane Lara is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds the Series 66 designation and has been with UBS since 2009. 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 provides research-driven, model-based asset allocation tailored to clients' goals and risk tolerances.

Jared Cruciani is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. His prior roles include positions at Mendes and Mount and Big Snow American Dream, as well as work at Rutgers University and other organizations. UBS Financial Services 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 broad platform of capital markets and banking services.

Michael Stewart is a CFP®-certified financial advisor with 25 years of industry experience, currently with UBS Financial Services in Princeton, NJ, where he has worked since 2009. He served as a trustee for The Parish of Our Lady Sorrows - St. Anthony, advising on parish financial stewardship from 2011 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by research and model-based asset allocations.