Joel Dickey is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a range of capital markets and research resources to tailor investment strategies.

Michael Jamieson is a financial advisor with UBS Financial Services in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he occasionally conducts historical research and freelance writing on topics such as World War II and biographies of the "Greatest Generation." UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Christopher Scroggins is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with UBS since 2006. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and employing proprietary research and model-based asset allocations to tailor client plans.

Yancy Ranalli is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining UBS in 2016, he worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for one year. 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 delivers advisory work using proprietary research and model-based asset allocations.

Steven Scalici is a CFP®-designated financial advisor with UBS Financial Services, bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Scalici serves as a pastor at the Family Church of Jupiter and co-authored a book on generosity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.

Steven Syslo is a Series 66-credentialed financial advisor at UBS Financial Services with 25 years of industry experience, including 10 years at UBS since 2016. He also serves as an instructor at Wayne Adult School, teaching a course on the fundamentals of investing covering various asset classes and risk/reward concepts. 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 and utilizing proprietary research and model-based asset allocations.

Juana Caicedo Selinger is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2015. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Christopher Cameron is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior firms include Bank of America and Merrill, where he worked for over a decade. Outside of his advisory role, he serves on the advisory board of Conservation Fisheries, Inc., an environmental organization focused on repopulating endangered fish species, and is a member of the board of trustees and chairman of the Endowment Committee at the Webb School of Knoxville. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, using proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a wide range of financial products and capital markets services.

Douglas Gast is a financial advisor at UBS Financial Services with 55 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client strategies.

Lan Lam is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining UBS, Lan worked at Janus Henderson and has experience in other business activities including managing OMG Nails and Spa. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brandy Rehberger is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS Financial Services since 1997 and holds Series 63 and Series 65 licenses. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

Alexandra Burton is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017, following a year at Journelle. 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 integrates proprietary research and model-based asset allocations to tailor client plans and offers a combination of institutional trading capabilities and wealth management services.

Serena Manfre is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at The Vanguard Group, Inc. for 15 years before joining UBS. 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.

Kevin Sullivan is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following two years at Morgan Stanley. 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 and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Vincenzo Fiumara is a financial advisor at UBS Financial Services with Series 66 credentials and five years of industry experience. He has been with UBS Financial Services in Chicago since 2016. 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 solutions.

Mitchell Rosengarten is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he is an officer with the Rainbow Business Professional Alliance, a community organization focused on networking and scholarships, where he reports financial updates to the board. 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 solutions.

Zachary Rockmore is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has been with UBS since 2018. Prior to UBS, he worked at Numina Capital Management, L.P., and has additional experience related to managing a family trust focused on estate and asset management. 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 integrates institutional trading capabilities with wealth management and offers proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Christopher Mc Cullough is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at The Goldman Sachs Trust Company, N.A. for nine years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Gregory Marcus is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2009, following roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. He is also president of The Marcus Group, LLC. UBS Financial Services serves individual, corporate, and institutional clients with 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 plans.

Ray Evans IV is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2026 and has prior experience at IFC Advisors and Vuori, as well as a background that includes roles at Santa Clara University and the Country Club of Charleston. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.