Mary Johnson is a financial advisor at UBS Financial Services with 27 years of industry experience. She previously worked at First Republic Investment Management and First Republic Securities Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support tailored client solutions.

Lauren Madia is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 plans.

Erika Jimenez is a CFP®-certified financial advisor with 14 years of industry experience. She has been with UBS Financial Services in Roseville, CA since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Aristea Selmani is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. Her background includes roles at Provident Bank, Daekyo America, and Seton Hall University. She is based in Weehawken, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines wealth management with institutional trading capabilities and provides research-driven, model-based asset allocation tailored to client goals.

Rebecca Fitschen is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with UBS Financial Services Inc. since 2002. 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, providing a broad range of capital markets products and proprietary research to support client goals.

Matthew Cerbone is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at The Bank of New York Mellon from 2011 to 2017 before joining UBS in 2017. 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 services and uses proprietary research and models to tailor strategies to clients’ goals and risk tolerances.

Patrick Flood is a financial advisor at UBS Financial Services with 32 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he is involved in managing vacation rental properties through an LLC he co-manages with his wife. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Evan Angle is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previous work experience at Waddell and Associates and in the food service industry. 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 financial plans to clients' goals and risk tolerances.

Shawn Nicholas is a financial advisor at UBS Financial Services in Plano, TX, with 34 years of industry experience. He has been with UBS since 1993 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 discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research to tailor plans to clients' goals and risk tolerances.

Laura Miller is a Series 66-registered financial advisor with UBS Financial Services in Fort Wayne, IN, and has 25 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Kyle Frederickson is a financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. He has been with UBS since 2015 and serves on the board of directors for Millionair Club, a charity organization focused on cultural, educational, and political activities. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of fee-based financial planning, portfolio management, and capital markets solutions. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Dakota Jones is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Texas A&M University and in athletics-related positions. 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 investment plans aligned with clients’ goals and risk tolerances.

Robert Lipton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with UBS Financial Services since 2008. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Carolin Botzenhardt is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 65 and Series 66 credentials and 26 years of industry experience. Her prior roles include positions at Wells Fargo Bank, Deutsche Bank Securities, and affiliated entities. She serves on the finance committee of the Institute of Contemporary Art in San Diego, participating in financial oversight and fund management. 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.

Adele Gabbay Muir is a financial advisor at UBS Financial Services in Atlanta, GA, with 45 years of industry experience. She has been with UBS since 1995 and holds Series 63 and Series 65 credentials. 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 investment strategies.

Lisandra Gil is a financial advisor at UBS Financial Services in Coral Gables, FL, holding a Series 66 designation with six years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a variety of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor financial plans to client goals.

Angelo Dilucci is a financial advisor with UBS Financial Services, holding a Series 66 designation and 27 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. 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 plans to clients’ goals and risk tolerances.

Ronald Charles Kemp is a financial advisor with UBS Financial Services in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS since 2015. 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 and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Catherine Brown is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 credentials and with 46 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as the executrix and co-trustee for the estate and trust under the will of her late aunt, Pauline Bomzer. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Anthea Allen Mikstay is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2017. Mikstay serves as an advisor for the Customer Experience Certificate Program at Seton Hall University’s Stillman School of Business. 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 services and relies on proprietary research and model-based asset allocations to tailor client plans.