Carleton Crimmins is a financial advisor with UBS Financial Services in Bingham Farms, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 2009. 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 uses proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

Avery Venetta is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, Avery worked at the University of South Carolina and Olentangy Liberty High School. 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 integrates proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.

Joseph Schirripa is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 65 licenses and possessing 51 years of industry experience. He has been with UBS since 2001. Schirripa serves as a board member at Pepperdine University and has held advisory roles with organizations such as Adoptions United and Young Catholic Professionals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research to tailor investment strategies.

Jack Doney is a financial advisor at UBS Financial Services with five years of industry experience. He has held positions at J.P. Morgan Securities, JPMorgan Chase Bank, MassMutual Life Insurance Company, and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Steven Rossi is a financial advisor with UBS Financial Services in North Kingstown, RI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining fee-based financial planning and portfolio management with extensive capital markets capabilities. The firm integrates proprietary research and model-based asset allocation to tailor plans to client goals and risk tolerance.

Merica Chmait is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 24 years of industry experience. She has worked at UBS since 2021 and previously spent 12 years at Morgan Stanley Smith Barney. 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 provides proprietary research and a broad range of capital markets solutions.

Mark Remigio is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with UBS Financial Services since 2015. In addition to his advisory role, he serves as co-trustee for the B.R Irrevocable Trust in New York, managing its assets. 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 provides a broad range of capital markets and research resources.

John Fuller is a financial advisor at UBS Financial Services in Atlanta, GA, with 32 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Fuller serves on the board of the Kennesaw Girls Softball Association as a scheduler for a nonprofit youth softball organization. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

John Carter is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC for five years before joining UBS in 2020. 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 combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets expertise.

Andrew Kahner is a financial advisor with UBS Financial Services in Snowmass Village, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, Kahner serves on the board of Joint Education Outreach Inc., a nonprofit focused on increasing joint health awareness in underprivileged communities, where he participates in fundraising and event planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management to provide tailored investment and financial planning services.

Joyce Luke is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 credentials and over 30 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Ultimus Fund Distributors and Fund Solutions, and The Standard. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a comprehensive platform of capital markets and banking services.

Courtney Schlaich is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 21 years of industry experience. She worked at Merrill from 2004 to 2022 before joining UBS in 2022. UBS Financial Services Inc. 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 and offers a broad range of services such as custody, underwriting, and securities-backed lending.

David Michael Shaw is a Series 66-licensed financial advisor with UBS Financial Services in San Francisco, CA, where he has worked since 2015. He has 12 years of industry experience. He serves as a Naval Reserve Officer in the U.S. Navy Reserve. 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 strategies to clients.

Frank Sabia is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1982. Outside of his advisory role, he serves as the executor for the Estate of E.F. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor solutions according to clients’ goals and risk tolerances.

Joseph Lauricella is a financial advisor with UBS Financial Services in Paramus, NJ, holding the Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Merrill for 24 years and Bank of America for 8 years before joining UBS in 2017. 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.

Walker Boyd is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding a Series 66 credential and four years of industry experience. Before joining UBS in 2023, he worked at The Vanguard Group for one year. Outside of advisory roles, he has also worked in delivery services for companies like DoorDash and Amazon. 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 deliver tailored financial planning and portfolio management.

Jefferson Bustarde is a financial advisor with UBS Financial Services in Los Gatos, CA, holding a Series 66 designation and seven years of experience at UBS following ten years at Wells Fargo Advisors, LLC. He has a combined 17 years in the industry. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including portfolio management and financial planning, leveraging proprietary research and institutional trading capabilities.

Patricia Smith is a financial advisor at UBS Financial Services with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS for 20 years. UBS Financial Services Inc. 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, utilizing proprietary research and model-based asset allocations in delivering its advisory work.

Alan Spierer is a financial advisor with UBS Financial Services in Westfield, NJ, holding the Series 63 and Series 65 licenses. He has 38 years of industry experience, including 33 years with UBS. Outside of his advisory role, he serves as treasurer for a martial arts club soon to be incorporated and participates in the Retirement Advisor Council, which advocates for qualified plan and participant retirement outcomes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor investment plans.

Christian Perry is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in various roles including at Top Golf and Tropical Smoothie. Outside of financial services, he is involved in retail service work at Target. 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 according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory services.