Mary Buquo is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Patrick Lizza is a financial advisor with UBS Financial Services in Indian Wells, CA, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the Golf Tournament Committee for the Boys and Girls Club of Coachella Valley as Tournament Prize Chairman. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending programs.

Kurt Maier is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS Financial Services since 2015. 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 financial plans.

Wiley Irwin is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Morgan Stanley and BMO, and his background includes time in full-time education and employment at Hinsdale Golf Club. 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.

Daniel Merians is a financial advisor with UBS Financial Services in Santa Fe, NM, holding a Series 66 designation and 28 years of industry experience. He has worked with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kenneth Powers is a financial advisor with UBS Financial Services in Palm Springs, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of 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 financial plans to clients’ goals and risk tolerances.

Daniel Lawson is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the 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 and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ryan Coffey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His background includes roles at UBS Financial Services since 2019 and prior experience with Alvarez & Marsal. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering advisory work based on proprietary research and model-based asset allocations.

Elizabeth Hanley is a financial advisor at UBS Financial Services with a Series 66 designation. She has been with UBS since 2025 and previously worked at the Institute of International Finance from 2022 to 2024. Hanley also has academic experience at the University of Virginia McIntire School of Commerce from 2022 to 2026. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including portfolio management, mutual fund distribution, and capital markets activities.

Sharon Robles is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. 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.

Jynene Fry is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range 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 in its advisory approach.

Ruth Lazarski is a financial advisor at UBS Financial Services with 18 years of industry experience. She has held roles at both UBS and Merrill, working at Merrill for 14 years before joining UBS in 2022. Outside of her advisory work, she is involved in a construction company, Hill Crest Construction, LLC, where she performs light administrative duties. 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 according to clients' goals and risk tolerances.

Thomas Lappin is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Brown, Gibbons, Lang & Company Securities, Inc., Madison Street Capital, and Brown University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Jordan Mahaffey is a financial advisor at UBS Financial Services in New York, NY, with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has been with UBS since 2015. Mahaffey serves on the board of directors for The Centurion Foundation, which supports the NYPD through gift donations and related activities. 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 proprietary research and model-based asset allocations to tailor plans aligning with clients’ goals and risk tolerances.

Irving Betesh is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Bank of America, Merrill, Full Beauty Brands, and Baruch College. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jamal Davis is a financial advisor at UBS Financial Services with 11 years of industry experience. He has been with UBS since 2016 and holds Series 63 and Series 66 designations. In addition to his advisory work, he serves on the board of Compass Charter School in Brooklyn, New York. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Krishna Gall is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Swiss Re Management, Tradition Securities and Derivatives, Weiss Asset Management, and served as a lecturer at Columbia University. 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 to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Joshua Mrozowski is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Jacob Shine is a Series 66-credentialed financial advisor with UBS Financial Services in McLean, VA, where he has worked since 2016. He has nine years of industry experience and previously attended Indiana University from 2013 to 2017. UBS Financial Services Inc. 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 services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Jeffery Wiese is a CFP®-certified financial advisor with UBS Financial Services in Chattanooga, TN, where he has worked since 2015. He has 11 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Wiese serves as President of the Chattanooga Chapter of the Exit Planning Institute and has been involved with nonprofit organizations including the Good Shepherd School board and the finance committee of Ronald McDonald House Charities of Greater Chattanooga. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.