Kaitlin Lebow is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020, with prior roles at Von Berg Wealth Management Group and Bloomberg LP. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Michael Hartmeyer is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with UBS Financial Services since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2022. Outside of his advisory work, he serves on the audit committee of Oakland Children's Fairyland Inc., a storybook theme park focused on children's programming and community outreach. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and customized financial planning and portfolio management.

Laura Strubel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 1993 and holds Series 63 and Series 65 licenses. 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 to deliver tailored financial solutions.

Thomas Vanderslice Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation. He has prior experience at Apex Capital and has worked in educational roles at Texas Christian University and Memphis University School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.

Reweti Wiki is a Series 66 licensed financial advisor with nine years of industry experience, currently with UBS Financial Services since 2024. His prior roles include positions at Ernst & Young Tahi Ltd, Edward Jones, and Wells Fargo Clearing. Outside of his advisory work, he is a partner in Te Aotaki Holdings LLC, a company involved in business and professional services related to his wife's publication of small business guides. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Lisa Wells is a financial advisor with UBS Financial Services in The Woodlands, TX, holding a Series 66 designation and 26 years of industry experience. She previously worked at Morgan Stanley for five years and Merrill for 21 years. Outside of her advisory role, she manages rental real estate properties. UBS Financial Services serves individual, corporate, and institutional clients through 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 and offers proprietary research to tailor client strategies.

Alexander Swatzell is a CFP® professional at UBS Financial Services with eight years of industry experience. Prior to joining UBS in 2023, he spent 16 years at Marmo Financial Group, LLC. Outside of his advisory role, he serves on the finance committee of Southern Appalachian Ronald McDonald House Charities and is treasurer for the Johnson City National Major Little League board, alongside officiating high school and college basketball games. 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 plans to clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Lauren Snowden is a Series 66 licensed financial advisor with nine years of experience at UBS Financial Services in Plano, TX. Prior to joining UBS in 2017, she worked at Trader Joe's for five years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research while operating as a broker-dealer, investment adviser, and futures commission merchant.

Christopher Brolly is a CFP®-certified financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, he is a partner and writer for the publishing venture Red Broccoli. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Timothy Rauwald is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 17 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, incorporating fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Francis Ahmed is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes seven years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., along with two years at The Boston Consulting Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation with proprietary research to tailor financial plans. The firm blends institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Michael Barnes is a financial advisor with UBS Financial Services in San Angelo, TX, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2010. Barnes serves on the board and audit committee of West Texas Guidance and Counseling, a nonprofit providing mental health counseling regardless of clients’ ability to pay. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

Annmarie Becci is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and various capital markets services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor advice to clients.

Jacob Calderon is a Series 66-licensed financial advisor with UBS Financial Services in Carmel, CA, and has eight years of industry experience. He previously worked for Monterey Peninsula Country Club for four years before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Erin Ball is a financial advisor at UBS Financial Services in Concord, NH, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019, following roles at Fidelity Brokerage Services LLC and TD Bank. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Rita Boudreau is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS Financial Services since 2011. 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 offerings. The firm employs proprietary capital market assumptions and research to tailor investment plans according to clients’ goals and risk tolerances.

Aaron Clark is a financial advisor at UBS Financial Services in Chicago, IL, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within UBS and its affiliates since 2014. 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, employing proprietary research and model-based asset allocations to tailor strategies to client goals.

Matthew Philichi is a CFP® certificant with 36 years of industry experience, currently advising clients at UBS Financial Services in Tacoma, WA. He has been with UBS since 2008. 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, supported by proprietary research and a broad range of capital markets activities.

John Fullerton is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Before joining UBS in 2017, he worked at Uber from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations tailored to client goals.

Laura Doran is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. She has been with UBS 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. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.