Darrick Walker is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds a Series 63 designation and has worked at Bank of America, N.A. and Merrill since 2010. Outside of his advisory role, Walker is involved in managing multiple agricultural and farmland ventures, including almond and pistachio orchards, as well as overseeing real estate and timber assets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based planning, discretionary portfolio management, and access to proprietary research and capital markets services.

John Sofranko III is a financial advisor with UBS Financial Services in Sewickley, PA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and operates with a broad platform that includes institutional trading and capital markets services.

Alexander Martinelli is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds the Series 63 designation and has been with UBS since 2015. Based in Boston, MA, his background includes over a decade of service at one of the industry’s leading firms. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and 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.

Christine Urban is a financial advisor with UBS Financial Services in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2008. 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 investment plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending.

Aitor Mesones Acosta is a CFA® charterholder and registered with the Series 63 license, currently serving as a financial advisor at UBS Financial Services in New York, NY. He has three years of industry experience and has been with UBS AG since 2016. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a variety of investment products. The firm integrates institutional trading capabilities with wealth management services and supports advisory work through proprietary research and model-based asset allocation.

Echo Chen is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2016. 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 uses proprietary research and model-based asset allocations to tailor investment plans.

Petra Fallaha is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Petra is based in New York, NY. 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Charles Lawson is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. 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 services, offering proprietary research and a broad suite of capital markets solutions.

Patrick Bowler is a financial advisor at UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at TD Ameritrade, Thrivent Advisor Network DBA 49 Financial, Ben E. Keith, and Texas Christian University. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Shlomi Yedid is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2015 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and alternative investment products. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services.

Patrick Joos is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015, following a brief tenure at Credit Suisse Securities (USA) LLC. Based in Los Angeles, CA, Joos provides advisory services through a major global financial institution. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Christina Argento is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2011. Outside of her advisory work, she operates an online Etsy shop specializing in children’s apparel. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocation to tailor client solutions.

Stephen Speers is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Old Natchez Country Club, Equitable Property Company, Centre College, and Montgomery Bell Academy. 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 utilizes proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Michael Weaver is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he was involved with the Preservation Society of Newport County and has experience in various educational and club organizations. 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 proprietary research to tailor plans based on clients’ goals and risk tolerances.

Jason Valentz is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 credential and has worked at UBS since 2020, following prior roles at Bank of America and Merrill from 2016 to 2020. 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 plans to clients’ goals and risk tolerances.

James Morton is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 uses proprietary research and model-based asset allocations to tailor client plans.

Caroline Steiger is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with UBS since 2013. 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. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad array of capital markets services.

Grace Whitty is a financial advisor at UBS Financial Services in Dallas, TX, holding the Series 66 designation. She has one year of industry experience, including previous roles at Stifel and Qualcomm. Outside of finance, she has been involved with Cal Poly Athletics and operated a boat rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, providing a broad range of financial services.

Felix Perez Retes is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has worked with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary capital market research and model-based asset allocations to tailor investment plans and also offers institutional trading capabilities alongside wealth management services.

Leland Harris is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2001 to 2024. Harris also serves as an arbitrator for FINRA. 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 plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including portfolio management, underwriting, and capital markets functions.