Benedict Tarantino is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS in various capacities since 2006. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Justin Shulman is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked at Silversea Cruises for four years and with the Miami Dolphins for one year. 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.

Ann Bjerke is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. Outside of her advisory role, she serves as an adjunct professor in the LLM program at Northwestern University School of Law, teaching estate and gift tax courses. 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 provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Lee Oleinick is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 63 designation and 32 years of industry experience. He has been with UBS Financial Services since 2003. UBS Financial Services Inc. 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 to clients’ goals and risk tolerances.

Meghan Blair Juedes is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining UBS in 2022, she worked at RBC Capital Markets LLC from 2018 to 2022. 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.

Kerianne Cummings is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has a background that includes work in travel nursing and the hospitality industry. 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 financial plans according to clients’ goals and risk tolerances.

Alex Eshmoili is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, TD Bank, NA, and JPMorgan Chase. Outside of his advisory work, he owns and manages rental properties in Brooklyn, New York. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market assumptions.

Mary Schuler is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as a caretaker for her disabled husband and is involved with the Center for Independent Living Options, a nonprofit providing financial assistance for personal care attendants. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Rene Marin is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Citi Private Bank and Citigroup, among other firms. Marin holds Series 63 and Series 66 licenses and is based in Miami, FL. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 strategies for clients.

Eric Wenkus is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 23 years of industry experience. He previously worked at RBC Capital Markets, LLC, and has been involved with GolfSport, a golf retail business, for over two decades. Outside of finance, he coaches youth hockey and has served as an assistant hockey coach and coordinator. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Mary Ampong is a financial advisor at UBS Financial Services with Series 66 registration and one year of industry experience. Prior to joining UBS, she held roles at Temple University and served in the Executive Office of the President. 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 institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies to client goals and risk profiles.

Stacey Roseman is a financial advisor at UBS Financial Services with three years of industry experience. She has worked at UBS since 2021 and previously held roles at TVFCU and SunTrust. 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 a broad range of capital markets services.

Jenny Do is a Series 66-licensed financial advisor with six years of industry experience. She currently works at UBS Financial Services Inc. and has previously held roles at Bank of America, Merrill, and Wells Fargo. Outside of her advisory work, she serves on the board of directors for the Waikiki Yacht Club in Honolulu. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and research-driven portfolio strategies.

Amy Garbrecht is a CFP® and holds a Series 66 license with 20 years of experience in the financial services industry. She has been with UBS Financial Services Inc. since 2008. 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, supported by proprietary research and data analytics.

Scott Seifert is a CFP® with 34 years of industry experience, currently affiliated with UBS Financial Services since 2021. He has also worked with Merrill and Bank of America during his career. Seifert serves as a committee member of the Koprivica High School Golf Foundation, a charitable organization in Missoula, Montana, and owns Endangered Capitalist LLC, an equipment rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Steven La Pointe is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation. He began his advisory career at UBS in 2022. Prior to joining UBS, he held positions outside of finance, including roles at Whole Foods Market and Bryant University. 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, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Jeffrey Karitis is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with Younique, a privately held online business based in Clarksburg, Maryland. 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 for clients.

Hiromi Hanamura is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has worked with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering a range of services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and lending programs as part of its comprehensive platform.

John Strotman is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory work, he sells sports trading cards and memorabilia from his personal collection. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Spencer Pearson is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including discretionary and non-discretionary portfolio management, fee-based financial planning, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital market resources.