Robert Meenan is a Series 66-licensed financial advisor with 19 years of industry experience, currently with UBS Financial Services since 2015. He is based in New York, NY. 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, leveraging proprietary research and a broad platform of capital markets and advisory solutions.

Eric Levine is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at UBS Financial Services since 2023 and previously spent six years each at Newton Investment Management and Lord Abbett. Outside of advisory work, Levine serves as an executor of an estate trust in accordance with family directives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial solutions including fee-based planning, portfolio management, and market-making activities.

David Mietty is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he is the proprietor and owner of Claymore Clothiers LLC, a retail apparel business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Misael Marcial Palomares is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has been with UBS since 2022. 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 leverages proprietary research and model-based asset allocations to tailor investment strategies.

Joseph Hubert is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 1993. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Ira Black is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He spent 34 years at TIAA-CREF before joining UBS in 2021. 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 integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

William Blanchard Jr. is a financial advisor with UBS Financial Services in Chicago, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2016. Blanchard serves as a member of the Budget, Audit, and Investment Committee for the American Civil Liberties Union of Illinois and participates on the Investment Council for the Evanston Community Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Douglas Kottke is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. 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 integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Jennifer Kasker is a financial advisor at UBS Financial Services with seven years of industry experience. She has worked at UBS since 2018 and previously served in the U.S. Army from 2015 to 2018. She holds the Series 66 designation. UBS Financial Services 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.

Sophia Schwartz is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked at Guidepoint for two years and has academic experience from Boston College. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-based investment strategies tailored to clients’ goals and risk tolerances.

Harrison Buxton III is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves as chairman of the finance council at St. Michael the Archangel Catholic Church and is treasurer and board member of the Cuckolds Fog Signal and Light Station, which rescues and rehabilitates a historic lighthouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Advisors use proprietary research and model-based asset allocations to tailor plans aligned with client goals and risk tolerances.

Nicole Orlowski is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Before joining UBS in 2021, she worked at Digital Dragon and Rat Sound Systems. Outside of her advisory role, she freelances as a live sound engineer for concerts and events in New Mexico. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Ann Marie Mcriley is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Michelle Chen is a Financial Advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked at Equitable Advisors and has a background including several years in education. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Andrew Miller is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2019, with prior roles including positions at Grace Church and the University of St. Thomas. Outside of his advisory work, Miller is a partner in Southern Stays LLC, consulting on short-term rental property marketing and leasing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets products.

Robert Weaver is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2010. Based in Westlake Village, CA, Weaver's career includes extensive work within one of the largest advisory firms in the industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 investment strategies.

Kelly Ganz is a Certified Financial Planner (CFP®) with 21 years of industry experience and has been with UBS Financial Services in New York, NY since 2006. She holds the Series 66 designation and has spent the majority of her career at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets and lending programs.

Mia Saigal is a financial advisor at UBS Financial Services with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at UBS Securities LLC and Penguin Random House SEA. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client plans.

Andrew Murphy is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 21 years of industry experience. Prior to joining UBS in 2024, he spent 15 years at Morgan Stanley and its affiliated private banking entities. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Kelli A. Price is a financial advisor with UBS Financial Services in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based strategies to tailor client solutions.