Tristan Cullis is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Bank and PNC Investments before joining UBS in 2017. He serves on the board of Hopewell, a mental health rehabilitation center in Geauga County, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Gary Cundall is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and RBC Capital Markets, among other firms. Outside of advising, he writes history and humor books and serves as president and director of a family ranching operation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor portfolios. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Cody Burnett is a financial advisor at UBS Financial Services in Providence, RI, with 11 years of industry experience. He has been with UBS since 2014 and holds a Series 66 designation. Burnett serves on the board of directors for Wildlife Rehabilitators of Rhode Island, a nonprofit focused on rehabilitating injured or sick local wildlife. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Xuemei Wei is a Series 66 licensed financial advisor with UBS Financial Services in Pasadena, CA, where she has worked since 2016. She has 20 years of industry experience. Wei serves as Treasurer on the board of the Chinese-American Engineers and Scientists Association of Southern California, a nonprofit professional organization focused on technical development and networking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Peter Lansing is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following two years at SandPointe. Based in West Palm Beach, FL, his career spans both advisory and brokerage roles. 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, offering a broad array of capital markets services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Alena Kurlovich is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad platform including wealth management, institutional trading, and securities-backed lending.

Kenneth Finley is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, The Vanguard Group, and GrandSouth Bank. Prior to his financial services career, he held various roles including positions at the University of South Carolina and Dorman High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

James Calabrese is a financial advisor at UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Richard Horn is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and 38 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2009 to 2026 before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Ryan Ramirez is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Bryant University and Torrey Pines High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities, including futures commission merchant activities and principal trading.

Lars Soderberg is a financial advisor at UBS Financial Services with 9 years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Viren Mahtani is a financial advisor with UBS Financial Services holding a Series 66 designation, currently based in Paramus, NJ. He has been with UBS since 2025, following previous roles at Planning Alliance and Morgan Stanley. Mahtani’s background includes education experience at Fordham University and area high schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

Nikolas Adell is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, Adell is involved in vacation rental investments and renovation projects as a partner in multiple related ventures. 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 and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Derek Hernandez is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services 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 and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lisa Highfil is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. Outside of her advisory role, she serves as secretary and is a board member of Brummitt Funeral Home, Inc., a business she partly inherited but does not actively manage. 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. Its advisors utilize proprietary research and model-based asset allocations to develop tailored financial plans aligned with clients’ goals and risk tolerances.

Edward Pustelak Jr. is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 designations. 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 to tailor investment strategies to client goals.

Gary Owens is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. Owens serves as an advisory board member for Dallas Contemporary, a nonprofit art museum in Dallas focused on exhibitions and educational programs. 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 and employs proprietary research and model-based asset allocations to tailor investment plans.

Thomas Cavada is a Certified Financial Planner® with 29 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2008. He holds the Series 63 and Series 65 licenses and is based in New York, NY. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support client strategies.

Timothy Walsh is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Based in St. Petersburg, FL, he works within a large institutional firm known for integrating brokerage and advisory services. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory solutions. The firm combines institutional trading capabilities with wealth management, providing services such as fee-based financial planning, portfolio management, and access to proprietary research and capital markets resources.

Douglas Lauricella is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has three years of industry experience and has also held positions at Cornell University, St. John Vianney High School, and Ranney School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through a network of Financial Advisors.